LRGF(LRGF)
LRGF
Institutional Ownership
Top 326 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Strategic Financial Services, Inc, | 3.98M | Jun 30, 26 | -15.83K | 8.72% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3.62M | Jun 30, 26 | -4.66K | 7.95% |
| WELLS FARGO & COMPANY/MN | 3.01M | Jun 30, 26 | +126.35K | 6.59% |
| SigFig Wealth Management, LLC | 2.93M | Jun 30, 26 | +35.92K | 6.42% |
| Annex Advisory Services, LLC | 2.84M | Jun 30, 26 | +1.48M | 6.23% |
| Tolleson Wealth Management, Inc. | 2.33M | Jun 30, 26 | -9.56K | 5.10% |
| Plancorp, LLC | 2.09M | Jun 30, 26 | +111.63K | 4.59% |
| Modern Wealth Management, LLC | 1.81M | Jun 30, 26 | +759.48K | 3.97% |
| Clearwater Capital Advisors, LLC | 1.15M | Jun 30, 26 | +21.20K | 2.52% |
| Ullmann Wealth Partners Group, LLC | 1.13M | Jun 30, 26 | -28.83K | 2.49% |
| Integrated Wealth Concepts LLC | 878.37K | Jun 30, 26 | +202.32K | 1.93% |
| Atomi Financial Group, Inc. | 781.05K | Jun 30, 26 | +3.00K | 1.71% |
| Cardinal Point Capital Management, ULC | 736.67K | Jun 30, 26 | +4.78K | 1.62% |
| ENVESTNET ASSET MANAGEMENT INC | 698.96K | Jun 30, 26 | +40.37K | 1.53% |
| JPMORGAN CHASE & CO | 673.41K | Jun 30, 26 | -16.14K | 1.48% |
| Kestra Investment Management, LLC | 656.59K | Jun 30, 26 | -307.60K | 1.44% |
| AMERIPRISE FINANCIAL INC | 592.04K | Jun 30, 26 | -112.85K | 1.30% |
| Conrad Siegel Investment Advisors, Inc. | 520.95K | Jun 30, 26 | -12.26K | 1.14% |
| MORGAN STANLEY | 512.41K | Jun 30, 26 | -18.97K | 1.12% |
| CORA CAPITAL ADVISORS LLC | 483.91K | Jun 30, 26 | +9.23K | 1.06% |
| Colony Group, LLC | 466.81K | Jun 30, 26 | -60.90K | 1.02% |
| ADVISOR GROUP HOLDINGS, INC. | 404.30K | Jun 30, 26 | +4.98K | 0.89% |
| Pettinga Financial Advisors, LLC | 402.60K | Jun 30, 26 | -13.32K | 0.88% |
| Acropolis Investment Management, LLC | 358.71K | Jun 30, 26 | +1.16K | 0.79% |
| LPL Financial LLC | 349.98K | Jun 30, 26 | -26.55K | 0.77% |
| LifeGoal Wealth Advisors | 295.86K | Jun 30, 26 | +45.52K | 0.65% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 282.33K | Jun 30, 26 | +15.87K | 0.62% |
| Beirne Wealth Consulting Services, LLC | 267.56K | Jun 30, 26 | +664 | 0.59% |
| BANK OF AMERICA CORP /DE/ | 243.74K | Jun 30, 26 | -3.98K | 0.53% |
| Vise Technologies, Inc. | 229.52K | Jun 30, 26 | +139.74K | 0.50% |
| FOSTER & MOTLEY INC | 223.03K | Jun 30, 26 | -3.25K | 0.49% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 220.16K | Jun 30, 26 | -65.59K | 0.48% |
| Pensionmark Financial Group, LLC | 217.82K | Jun 30, 26 | -- | 0.48% |
| Stonebridge Financial Group, LLC | 214.93K | Jun 30, 26 | +3.94K | 0.47% |
| EXCHANGE TRADED CONCEPTS, LLC | 201.45K | Jun 30, 26 | +14.78K | 0.44% |
| Obsido Oy | 172.11K | Jun 30, 26 | +4.94K | 0.38% |
| DDFG, Inc | 169.45K | Jun 30, 26 | -3.96K | 0.37% |
| Parallel Advisors, LLC | 168.71K | Jun 30, 26 | +8.42K | 0.37% |
| HighTower Advisors, LLC | 168.63K | Jun 30, 26 | +3.58K | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 155.17K | Jun 30, 26 | -4.45K | 0.34% |
| JONES FINANCIAL COMPANIES LLLP | 145.21K | Jun 30, 26 | -33 | 0.32% |
| Vestmark Advisory Solutions, Inc. | 140.89K | Jun 30, 26 | +1.32K | 0.31% |
| FMR LLC | 137.88K | Jun 30, 26 | +13.09K | 0.30% |
| HB Wealth Management, LLC | 136.00K | Jun 30, 26 | -3.40K | 0.30% |
| TWO SIGMA INVESTMENTS, LP | 130.90K | Jun 30, 26 | +130.90K | 0.29% |
| EVOLVE PRIVATE WEALTH, LLC | 121.14K | Jun 30, 26 | +1.31K | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 120.08K | Jun 30, 26 | -2.45K | 0.26% |
| CITIGROUP INC | 115.92K | Jun 30, 26 | +2.40K | 0.25% |
| Quantinno Capital Management LP | 113.28K | Jun 30, 26 | +37.01K | 0.25% |
| Nova R Wealth, Inc. | 102.45K | Jun 30, 26 | +68 | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 101.03K | Jun 30, 26 | -46.23K | 0.22% |
| Sterneck Capital Management, LLC | 92.49K | Jun 30, 26 | -776 | 0.20% |
| EWA, LLC | 91.24K | Jun 30, 26 | +2.90K | 0.20% |
| KM Capital Management Ltd. | 89.41K | Jun 30, 26 | +118 | 0.20% |
| ROYAL BANK OF CANADA | 89.30K | Jun 30, 26 | -25.15K | 0.20% |
| AQR CAPITAL MANAGEMENT LLC | 89.20K | Jun 30, 26 | +120 | 0.20% |
| Cartesian Growth Corp | 88.30K | Jun 30, 26 | -5.43K | 0.19% |
| CAPTRUST FINANCIAL ADVISORS | 87.63K | Jun 30, 26 | -998 | 0.19% |
| FORTE ASSET MANAGEMENT LLC | 84.47K | Jun 30, 26 | +839 | 0.19% |
| Wescott Financial Advisory Group, LLC | 75.35K | Jun 30, 26 | -862 | 0.17% |
| ShoreHaven Wealth Partners, LLC | 74.89K | Jun 30, 26 | -1.97K | 0.16% |
| RHS Financial, LLC | 73.36K | Jun 30, 26 | +2.71K | 0.16% |
| Kingsview Wealth Management, LLC | 71.20K | Jun 30, 26 | -1.39K | 0.16% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 69.82K | Jun 30, 26 | -1.53K | 0.15% |
| StoneX Group Inc. | 69.33K | Jun 30, 26 | -524 | 0.15% |
| Cambridge Investment Research Advisors, Inc. | 65.47K | Jun 30, 26 | +17.16K | 0.14% |
| Cerity Partners LLC | 63.81K | Jun 30, 26 | +36 | 0.14% |
| Family Capital Trust Co | 60.66K | Jun 30, 26 | -40.21K | 0.13% |
| Wealthspire Advisors, LLC | 52.68K | Jun 30, 26 | +5.82K | 0.12% |
| Farther Finance Advisors, LLC | 52.67K | Jun 30, 26 | -14.85K | 0.12% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 52.40K | Jun 30, 26 | -247 | 0.11% |
| Diversify Advisory Services, LLC | 52.40K | Jun 30, 26 | +52.40K | 0.11% |
| Physician Wealth Advisors, Inc. | 50.03K | Jun 30, 26 | +707 | 0.11% |
| EVERPAR ADVISORS LLC | 48.65K | Jun 30, 26 | +4.78K | 0.11% |
| RVW Wealth, LLC | 44.55K | Jun 30, 26 | -429 | 0.10% |
| ALLIANCEBERNSTEIN L.P. | 43.51K | Jun 30, 26 | -- | 0.10% |
| GRIMES & COMPANY, INC. | 41.28K | Jun 30, 26 | -965 | 0.09% |
| Allworth Financial LP | 39.60K | Jun 30, 26 | -2.65K | 0.09% |
| MAGNOLIA CAPITAL ADVISORS LLC | 38.91K | Jun 30, 26 | +537 | 0.09% |
| Hobbs Group Advisors, LLC | 36.13K | Jun 30, 26 | -- | 0.08% |
| Addison Advisors LLC | 34.14K | Jun 30, 26 | -32.35K | 0.07% |
| UBS Group AG | 32.43K | Jun 30, 26 | -1.40K | 0.07% |
| MAIMON WEALTH MANAGEMENT LTD. | 31.70K | Jun 30, 26 | +3.80K | 0.07% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 28.70K | Jun 30, 26 | -698 | 0.06% |
| SUMMIT WEALTH GROUP LLC / CO | 28.17K | Jun 30, 26 | -2.59K | 0.06% |
| BFI Wealth Solutions, LLC | 27.66K | Jun 30, 26 | -579 | 0.06% |
| NewEdge Advisors, LLC | 26.46K | Jun 30, 26 | +120 | 0.06% |
| GSG Advisors LLC | 26.11K | Jun 30, 26 | +27 | 0.06% |
| SILVER OAK SECURITIES, INCORPORATED | 25.37K | Jun 30, 26 | +25.37K | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25.20K | Jun 30, 26 | +19.44K | 0.06% |
| Hershey Financial Advisers, LLC | 24.76K | Jun 30, 26 | +24.76K | 0.05% |
| Cetera Investment Advisers | 23.81K | Jun 30, 26 | +2.14K | 0.05% |
| Betterment LLC | 23.70K | Jun 30, 26 | -834 | 0.05% |
| Intelligence Driven Advisers, LLC | 22.68K | Jun 30, 26 | -779 | 0.05% |
| STIFEL FINANCIAL CORP | 22.68K | Jun 30, 26 | +24 | 0.05% |
| Stokes Family Office, LLC | 22.42K | Jun 30, 26 | -11.54K | 0.05% |
| CI Private Wealth, LLC | 21.61K | Jun 30, 26 | -102.67K | 0.05% |
| XML Financial, LLC | 21.42K | Jun 30, 26 | +13.20K | 0.05% |
| Kestra Advisory Services, LLC | 21.31K | Jun 30, 26 | +2.94K | 0.05% |
| Merit Financial Group, LLC | 21.01K | Jun 30, 26 | -2.89K | 0.05% |
| Creative Planning | 20.87K | Jun 30, 26 | -1.58K | 0.05% |
| Herold Advisors, Inc. | 20.51K | Jun 30, 26 | +7.77K | 0.04% |
| Partners in Financial Planning | 18.95K | Jun 30, 26 | +31 | 0.04% |
| THRIVENT FINANCIAL FOR LUTHERANS | 18.95K | Jun 30, 26 | +8.59K | 0.04% |
| Smith, Salley & Associates | 18.83K | Jun 30, 26 | -- | 0.04% |
| MONECO Advisors, LLC | 18.82K | Jun 30, 26 | +15 | 0.04% |
| Qube Research & Technologies Ltd | 18.04K | Jun 30, 26 | +18.04K | 0.04% |
| Ameritas Advisory Services, LLC | 18.01K | Jun 30, 26 | +18.01K | 0.04% |
| Elevation Capital Advisory, LLC | 17.59K | Jun 30, 26 | -1.34K | 0.04% |
| Planned Solutions, Inc. | 16.98K | Jun 30, 26 | +530 | 0.04% |
| Advisory Services Network, LLC | 16.75K | Jun 30, 26 | +58 | 0.04% |
| FIRST FOUNDATION ADVISORS | 15.28K | Jun 30, 26 | -2.01K | 0.03% |
| Atria Investments, Inc | 14.44K | Jun 30, 26 | +4.31K | 0.03% |
| JGP Wealth Management, LLC | 12.71K | Jun 30, 26 | +2.39K | 0.03% |
| Sterling Investment Counsel, LLC | 12.38K | Jun 30, 26 | +1.50K | 0.03% |
| Private Advisor Group, LLC | 12.28K | Jun 30, 26 | -13.68K | 0.03% |
| Kaydan Wealth Management, Inc. | 12.06K | Jun 30, 26 | +40 | 0.03% |
| Savant Capital, LLC | 11.91K | Jun 30, 26 | +11.91K | 0.03% |
| Tranquility Partners, LLC | 11.81K | Jun 30, 26 | -95 | 0.03% |
| IEQ CAPITAL, LLC | 11.72K | Jun 30, 26 | +6.27K | 0.03% |
| Bellwether Advisors, LLC | 11.27K | Jun 30, 26 | +25 | 0.02% |
| Foundations Investment Advisors, LLC | 10.89K | Jun 30, 26 | -42 | 0.02% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10.86K | Jun 30, 26 | -358 | 0.02% |
| Atlas Legacy Advisors, LLC | 10.66K | Jun 30, 26 | -19 | 0.02% |
| AXXCESS WEALTH MANAGEMENT, LLC | 10.58K | Jun 30, 26 | +10.58K | 0.02% |
| Twelve Points Wealth Management LLC | 10.47K | Jun 30, 26 | -2 | 0.02% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 10.40K | Jun 30, 26 | +315 | 0.02% |
| Savvy Advisors, Inc. | 10.32K | Jun 30, 26 | +124 | 0.02% |
| MML INVESTORS SERVICES, LLC | 10.28K | Jun 30, 26 | +1.06K | 0.02% |
| Quadrant Private Wealth Management, LLC | 10.13K | Jun 30, 26 | -- | 0.02% |
| MARINO, STRAM & ASSOCIATES LLC | 9.96K | Jun 30, 26 | +938 | 0.02% |
| Equitable Holdings, Inc. | 9.92K | Jun 30, 26 | -178 | 0.02% |
| LWM Advisory Services, LLC | 9.60K | Jun 30, 26 | +9.60K | 0.02% |
| RMR Wealth Builders | 9.19K | Jun 30, 26 | -271 | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9.01K | Jun 30, 26 | +4.73K | 0.02% |
| Kohmann Bosshard Financial Services, LLC | 8.74K | Jun 30, 26 | -- | 0.02% |
| JANE STREET GROUP, LLC | 8.46K | Jun 30, 26 | +8.46K | 0.02% |
| Frontier Asset Management, LLC | 8.16K | Jun 30, 26 | +97 | 0.02% |
| Snowden Capital Advisors LLC | 8.06K | Jun 30, 26 | +1 | 0.02% |
| CARY STREET PARTNERS FINANCIAL LLC | 7.95K | Jun 30, 26 | -- | 0.02% |
| Janney Montgomery Scott LLC | 7.91K | Jun 30, 26 | +1 | 0.02% |
| CreativeOne Wealth, LLC | 7.29K | Jun 30, 26 | -65 | 0.02% |
| Parkside Financial Bank & Trust | 7.24K | Jun 30, 26 | -356 | 0.02% |
| SRS Capital Advisors, Inc. | 6.69K | Jun 30, 26 | +6.69K | 0.01% |
| Waverly Advisors, LLC | 6.48K | Jun 30, 26 | -- | 0.01% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 6.47K | Jun 30, 26 | +120 | 0.01% |
| Versant Capital Management, Inc | 6.34K | Jun 30, 26 | -- | 0.01% |
| Retirement Planning Group | 6.23K | Jun 30, 26 | -186 | 0.01% |
| Nuveen, LLC | 6.21K | Jun 30, 26 | +6.21K | 0.01% |
| MAI Capital Management | 6.12K | Jun 30, 26 | +9 | 0.01% |
| Csenge Advisory Group | 5.91K | Jun 30, 26 | +5.91K | 0.01% |
| Stonebrook Private Inc. | 5.79K | Jun 30, 26 | +23 | 0.01% |
| Wealth Enhancement Trust Services, Inc. | 5.79K | Jun 30, 26 | -- | 0.01% |
| Capital Analysts, LLC | 5.58K | Jun 30, 26 | -- | 0.01% |
| Envestnet Portfolio Solutions, Inc. | 5.33K | Jun 30, 26 | -- | 0.01% |
| Ledyard National Bank | 5.30K | Jun 30, 26 | +153 | 0.01% |
| Sowell Financial Services LLC | 5.30K | Jun 30, 26 | -692 | 0.01% |
| Joule Financial, LLC | 5.23K | Jun 30, 26 | +943 | 0.01% |
| Boston Trust Walden Corp | 5.04K | Jun 30, 26 | -- | 0.01% |
| SFE Investment Counsel | 4.89K | Jun 30, 26 | -486 | 0.01% |
| Flagship Private Wealth, LLC | 4.75K | Jun 30, 26 | +52 | 0.01% |
| Capital Advisors, Ltd. LLC | 4.74K | Jun 30, 26 | +809 | 0.01% |
| D.A. DAVIDSON & CO. | 4.65K | Jun 30, 26 | -- | 0.01% |
| Steward Partners Investment Advisory, LLC | 4.65K | Jun 30, 26 | -111 | 0.01% |
| Hurlow Wealth Management Group, Inc. | 4.48K | Jun 30, 26 | -- | 0.01% |
| Alvarez & Marsal Private Wealth Partners, LLC | 4.39K | Jun 30, 26 | +4.39K | 0.01% |
| AlphaCore Capital LLC | 4.32K | Jun 30, 26 | -21 | 0.01% |
| TAGStone Capital, Inc. | 4.31K | Jun 30, 26 | +39 | 0.01% |
| ANDERSON HOAGLAND & CO | 4.20K | Jun 30, 26 | -- | 0.01% |
| Strategic Blueprint, LLC | 4.17K | Jun 30, 26 | -239 | 0.01% |
| Aptus Capital Advisors, LLC | 4.14K | Jun 30, 26 | -- | 0.01% |
| L.K. Benson & Company, P.C. | 4.13K | Jun 30, 26 | -849 | 0.01% |
| Ergawealth Advisors, Inc. | 4.10K | Jun 30, 26 | +2 | 0.01% |
| BOK Financial Private Wealth, Inc. | 4.06K | Jun 30, 26 | -201 | 0.01% |
| Prime Capital Investment Advisors, LLC | 4.01K | Jun 30, 26 | -- | 0.01% |
| KANAWHA CAPITAL MANAGEMENT LLC | 4.00K | Jun 30, 26 | -- | 0.01% |
| Aprio Wealth Management, LLC | 3.86K | Jun 30, 26 | +3.86K | 0.01% |
| BetterWealth, LLC | 3.76K | Jun 30, 26 | -- | 0.01% |
| Bryn Mawr Capital Management, LLC | 3.75K | Jun 30, 26 | -- | 0.01% |
| Bouchey Financial Group Ltd | 3.75K | Jun 30, 26 | -- | 0.01% |
| Russell Investments Group, Ltd. | 3.73K | Jun 30, 26 | -13 | 0.01% |
| Baird Financial Group, Inc. | 3.64K | Jun 30, 26 | +32 | 0.01% |
| IFP Advisors, Inc | 3.54K | Jun 30, 26 | +3.20K | 0.01% |
| ENDEAVOR PRIVATE WEALTH, INC. | 3.41K | Jun 30, 26 | +210 | 0.01% |
| PRINCIPAL SECURITIES, INC. | 3.29K | Jun 30, 26 | -- | 0.01% |
| Wright Wealth LLC | 3.13K | Jun 30, 26 | -450 | 0.01% |
| GDS Wealth Management | 3.12K | Jun 30, 26 | -- | 0.01% |
| Colonial Trust Advisors | 3.06K | Jun 30, 26 | -- | 0.01% |
| Western Wealth Management, LLC | 3.06K | Jun 30, 26 | -- | 0.01% |
| Concurrent Investment Advisors, LLC | 2.93K | Jun 30, 26 | +2.93K | 0.01% |
| LexAurum Advisors, LLC | 2.93K | Jun 30, 26 | +2.93K | 0.01% |
| Vanguard Personalized Indexing Management, LLC | 2.87K | Jun 30, 26 | +2.87K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.83K | Jun 30, 26 | +2.83K | 0.01% |
| Tower Research Capital LLC (TRC) | 2.83K | Jun 30, 26 | -14.30K | 0.01% |
| Lantern Wealth Advisors, LLC | 2.80K | Jun 30, 26 | +2.80K | 0.01% |
| IHT Wealth Management, LLC | 2.75K | Jun 30, 26 | +2.75K | 0.01% |
| Keebeck Wealth Management, LLC | 2.74K | Jun 30, 26 | +2.74K | 0.01% |
| BlackRock, Inc. | 2.70K | Jun 30, 26 | +203 | 0.01% |
| Financial Management, Inc. | 2.69K | Jun 30, 26 | +2.69K | 0.01% |
| SAGESPRING WEALTH PARTNERS, LLC | 2.69K | Jun 30, 26 | +2.69K | 0.01% |
| AE Wealth Management LLC | 2.58K | Jun 30, 26 | -- | 0.01% |
| JFS WEALTH ADVISORS, LLC | 2.58K | Jun 30, 26 | -989 | 0.01% |
| Morse Asset Management, Inc | 2.25K | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 2.20K | Jun 30, 26 | +6 | 0.00% |
| Signature Resources Capital Management, LLC | 2.11K | Jun 30, 26 | -- | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 1.97K | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 1.90K | Jun 30, 26 | +244 | 0.00% |
| JNBA Financial Advisors | 1.61K | Jun 30, 26 | -- | 0.00% |
| Holos Integrated Wealth LLC | 1.60K | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 1.57K | Jun 30, 26 | +488 | 0.00% |
| Clearstead Advisors, LLC | 1.53K | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 1.46K | Jun 30, 26 | +75 | 0.00% |
| Avion Wealth | 1.27K | Jun 30, 26 | -- | 0.00% |
| BARRETT & COMPANY, INC. | 1.20K | Jun 30, 26 | -- | 0.00% |
| CENTRAL TRUST Co | 1.01K | Jun 30, 26 | +1.01K | 0.00% |
| VANGUARD ADVISERS INC | 938 | Jun 30, 26 | -36 | 0.00% |
| MidFirst Bank | 929 | Jun 30, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 870 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 860 | Jun 30, 26 | -- | 0.00% |
| Integrity Financial Corp /WA | 596 | Jun 30, 26 | +1 | 0.00% |
| BELLEVUE ASSET MANAGEMENT, LLC | 584 | Jun 30, 26 | -- | 0.00% |
| Avalon Trust Co | 580 | Jun 30, 26 | -- | 0.00% |
| Ares Financial Consulting, LLC | 551 | Jun 30, 26 | +1 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 550 | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 477 | Jun 30, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 453 | Jun 30, 26 | -180 | 0.00% |
| WOLFF WIESE MAGANA LLC | 420 | Jun 30, 26 | -- | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 362 | Jun 30, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 342 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 336 | Jun 30, 26 | -- | 0.00% |
| Caldwell Trust Co | 335 | Jun 30, 26 | -- | 0.00% |
| Rialto Wealth Management, LLC | 325 | Jun 30, 26 | -9 | 0.00% |
| Smartleaf Asset Management LLC | 323 | Jun 30, 26 | -- | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 322 | Jun 30, 26 | +1 | 0.00% |
| PRIVATE TRUST CO NA | 300 | Jun 30, 26 | -- | 0.00% |
| JDM Financial Group LLC | 289 | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 264 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 261 | Jun 30, 26 | -- | 0.00% |
| Piscataqua Savings Bank | 235 | Jun 30, 26 | +235 | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 210 | Jun 30, 26 | -- | 0.00% |
| Key Capital Management, INC | 202 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 193 | Jun 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 150 | Jun 30, 26 | -- | 0.00% |
| Nova Wealth Management, Inc. | 135 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 134 | Jun 30, 26 | -- | 0.00% |
| MATHER GROUP, LLC. | 126 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 118 | Jun 30, 26 | -841 | 0.00% |
| Coastal Investment Advisors, Inc. | 53 | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 50 | Jun 30, 26 | -- | 0.00% |
| Allspring Global Investments Holdings, LLC | 41 | Jun 30, 26 | +31 | 0.00% |
| Cheviot Value Management, LLC | 40 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 26 | Jun 30, 26 | -2 | 0.00% |
| Continuum Advisory, LLC | 24 | Jun 30, 26 | +24 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 15 | Jun 30, 26 | -20 | 0.00% |
| WEST PACES ADVISORS INC. | 11 | Jun 30, 26 | -- | 0.00% |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -285 | -- |
| Heck Capital Advisors, LLC | -- | Jun 30, 26 | -84.35K | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -452 | -- |
| Weil Company, Inc. | -- | Jun 30, 26 | -3.17K | -- |
| NorthRock Partners, LLC | -- | Jun 30, 26 | -5.22K | -- |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -10 | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -5.46K | -- |
| CLEAR INVESTMENT RESEARCH, LLC | -- | Jun 30, 26 | -2.57K | -- |
| Timmons Wealth Management, LLC | -- | Jun 30, 26 | -810 | -- |
| Goodman Advisory Group, LLC | -- | Jun 30, 26 | -2.30K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -320 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -12.46K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -22.96K | -- |
| CWM, LLC | 131.88K | Mar 31, 26 | +2.48K | 0.29% |
| Skopos Labs, Inc. | 5.21K | Mar 31, 26 | +5.21K | 0.01% |
| Sunbelt Securities, Inc. | 1.03K | Mar 31, 26 | -- | 0.00% |
| Edge Financial Advisors LLC | 22.15K | Dec 31, 25 | -23 | 0.05% |
| ORG Partners LLC | 319 | Dec 31, 25 | +1 | 0.00% |
| COMERICA BANK | 264 | Dec 31, 25 | -- | 0.00% |
| Stephens Consulting, LLC | 89 | Dec 31, 25 | -- | 0.00% |
| BRASS TAX WEALTH MANAGEMENT, INC | 4.25K | Sep 30, 25 | -- | 0.01% |
| Hemington Wealth Management | -- | Sep 30, 25 | -2.12K | -- |
| Wade Financial Advisory, Inc | 257.23K | Mar 31, 25 | +18.11K | 0.56% |
| Callan Capital, LLC | 6.48K | Mar 31, 25 | +2 | 0.01% |
| CAROLINAS WEALTH CONSULTING LLC | 2.83K | Mar 31, 25 | +6 | 0.01% |
| Merriman Wealth Management, LLC | 10.05K | Dec 31, 24 | -694 | 0.02% |
| Raymond James Financial Services Advisors, Inc. | 116.60K | Sep 30, 24 | -3.51K | 0.26% |
| RAYMOND JAMES & ASSOCIATES | 10.83K | Sep 30, 24 | -659 | 0.02% |
| Aspire Wealth Management Corp | 2.04K | Sep 30, 24 | +2 | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 47 | Sep 30, 24 | -- | 0.00% |
| BlackRock Inc. | 135.18K | Jun 30, 24 | -963 | 0.30% |
| Cetera Advisor Networks LLC | 14.17K | Mar 31, 24 | -2.16K | 0.03% |
| Cetera Advisors LLC | 9.93K | Mar 31, 24 | -4.06K | 0.02% |
| DFPG INVESTMENTS, LLC | 48.57K | Dec 31, 23 | -12.16K | 0.11% |
| COLONY GROUP LLC | 548.47K | Sep 30, 23 | +3.07K | 1.20% |
| Windsor Group LTD | 38.88K | Sep 30, 23 | -2.45K | 0.09% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 18.29K | Sep 30, 23 | -- | 0.04% |
| Column Capital Advisors, LLC | 195 | Sep 30, 23 | -- | 0.00% |
| Intercontinental Wealth Advisors, LLC | 4.99K | Jun 30, 23 | -- | 0.01% |
| Cardinal Point Wealth Management Partners, LLC | 564.52K | Mar 31, 23 | +40.66K | 1.24% |
| Quantitative Advantage, LLC | -- | Mar 31, 23 | -57.02K | -- |
| Lehman & Derafelo Financial Resources LLC | 6.00K | Dec 31, 22 | -- | 0.01% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 2.25K | Dec 31, 22 | -- | 0.00% |
| BALASA DINVERNO & FOLTZ LLC | 149.58K | Sep 30, 22 | -4.13K | 0.33% |
| 55I, LLC | 41.68K | Sep 30, 22 | +21.39K | 0.09% |
| WIPFLI FINANCIAL ADVISORS LLC, | 34.46K | Sep 30, 22 | +16.43K | 0.08% |
| MUFG Americas Holdings Corp | 1.74K | Sep 30, 22 | -- | 0.00% |
| American Portfolios Advisors | 1.55K | Sep 30, 22 | +1.55K | 0.00% |
| Homrich & Berg | 222.00K | Sep 30, 21 | -4.53K | 0.49% |
| Strategic Wealth Management Group, LLC | 130.62K | Jun 30, 21 | +10.99K | 0.29% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2.05K | Jun 30, 21 | -- | 0.00% |
| NORTH AMERICAN MANAGEMENT CORP | 529.10K | Mar 31, 21 | +17.38K | 1.16% |
| Stearns Financial Services Group | 286.85K | Sep 30, 20 | +7.20K | 0.63% |
| Lucia Wealth Services, LLC | 8.60K | Sep 30, 20 | -- | 0.02% |
| LifePlan Financial Group, Inc | -- | Sep 30, 20 | -65 | -- |
| Huber Financial Advisors, LLC | 9.01K | Mar 31, 20 | -2.78K | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 234.11K | Dec 31, 19 | -6.83K | 0.51% |
| Advisor Group, Inc. | 17.24K | Dec 31, 19 | -832 | 0.04% |
| Wealth & Pension Services Group, Inc. | 66.56K | Sep 30, 19 | +128 | 0.15% |
| BOSTON ADVISORS LLC | 33.43K | Sep 30, 19 | -6.02K | 0.07% |
| HL FINANCIAL SERVICES LLC | 21.57K | Mar 31, 19 | +2.85K | 0.05% |
| NEXT Financial Holdings | 2.50K | Mar 31, 19 | +2.50K | 0.01% |
| COMERICA SECURITIES INC | -- | Dec 31, 18 | -7.97K | -- |
| Lehman Financial Resources, Inc. | 6.00K | Sep 30, 18 | +6.00K | 0.01% |
| Edge Advisors, LLC | 118.94K | Jun 30, 18 | -- | 0.26% |
| SII INVESTMENTS INC/WI | 17.65K | Dec 31, 17 | +17.65K | 0.04% |
| Commonwealth Equity Services, Inc | 125.30K | Jun 30, 17 | +38.88K | 0.27% |
| BlackRock Fund Advisors | 4.24M | Dec 31, 16 | +4.24M | 9.31% |
| BLACKROCK ADVISORS LLC | 1.19M | Dec 31, 16 | +1.19M | 2.61% |
| MSI Financial Services Inc | 10.06K | Dec 31, 16 | +267 | 0.02% |
| VSR Financial Services, Inc. | 174.47K | Jun 30, 16 | +41.10K | 0.38% |
