LVHI(LVHI)
LVHI
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| LPL Financial LLC | 11.09M | Mar 31, 26 | +1.12M | 9.50% |
| MORGAN STANLEY | 4.59M | Mar 31, 26 | +607.04K | 3.93% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.37M | Mar 31, 26 | +544.68K | 3.74% |
| BANK OF AMERICA CORP /DE/ | 4.18M | Mar 31, 26 | +440.61K | 3.58% |
| RAYMOND JAMES FINANCIAL INC | 2.69M | Mar 31, 26 | +282.48K | 2.30% |
| WELLS FARGO & COMPANY/MN | 2.54M | Mar 31, 26 | +33.60K | 2.18% |
| ENVESTNET ASSET MANAGEMENT INC | 2.07M | Mar 31, 26 | +170.75K | 1.78% |
| AMERIPRISE FINANCIAL INC | 1.79M | Mar 31, 26 | +398.67K | 1.53% |
| JONES FINANCIAL COMPANIES LLLP | 1.60M | Mar 31, 26 | +353.17K | 1.37% |
| UBS Group AG | 1.54M | Mar 31, 26 | +160.92K | 1.32% |
| Cetera Investment Advisers | 1.50M | Mar 31, 26 | +141.66K | 1.29% |
| STIFEL FINANCIAL CORP | 1.47M | Mar 31, 26 | +204.65K | 1.26% |
| GREAT VALLEY ADVISOR GROUP, INC. | 1.46M | Mar 31, 26 | +41.06K | 1.25% |
| HighTower Advisors, LLC | 1.46M | Mar 31, 26 | +65.88K | 1.25% |
| ROYAL BANK OF CANADA | 1.30M | Mar 31, 26 | +145.67K | 1.11% |
| ASSETMARK, INC | 1.26M | Mar 31, 26 | -949.19K | 1.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.21M | Mar 31, 26 | -101.19K | 1.03% |
| ADVISOR GROUP HOLDINGS, INC. | 1.19M | Mar 31, 26 | -60.80K | 1.01% |
| CWM, LLC | 1.18M | Mar 31, 26 | +206.70K | 1.01% |
| Kestra Advisory Services, LLC | 1.13M | Mar 31, 26 | +256.51K | 0.97% |
| Private Advisor Group, LLC | 975.24K | Mar 31, 26 | +14.99K | 0.83% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 961.01K | Mar 31, 26 | +961.01K | 0.82% |
| JANE STREET GROUP, LLC | 795.83K | Mar 31, 26 | +435.83K | 0.68% |
| Csenge Advisory Group | 761.72K | Mar 31, 26 | +82.29K | 0.65% |
| Equitable Holdings, Inc. | 674.78K | Mar 31, 26 | +104.56K | 0.58% |
| Insight Wealth Strategies, LLC | 626.03K | Mar 31, 26 | +30.87K | 0.54% |
| Cambridge Investment Research Advisors, Inc. | 570.20K | Mar 31, 26 | +142.47K | 0.49% |
| Frontier Asset Management, LLC | 499.65K | Mar 31, 26 | +16.81K | 0.43% |
| PRINCIPAL SECURITIES, INC. | 493.24K | Mar 31, 26 | +118.02K | 0.42% |
| Janney Montgomery Scott LLC | 437.68K | Mar 31, 26 | +171.13K | 0.37% |
| SK Wealth Management, LLC | 408.31K | Mar 31, 26 | +612 | 0.35% |
| Curran Financial Partners, LLC | 375.88K | Mar 31, 26 | +21.99K | 0.32% |
| Horizon Investments, LLC | 365.05K | Mar 31, 26 | +365.05K | 0.31% |
| Compass Wealth Management, LLC/GA | 363.10K | Mar 31, 26 | -17.34K | 0.31% |
| Beacon Harbor Wealth Advisors, Inc. | 352.97K | Mar 31, 26 | +4.88K | 0.30% |
| MML INVESTORS SERVICES, LLC | 352.36K | Mar 31, 26 | -209.94K | 0.30% |
| Cedar Mountain Advisors, LLC | 332.59K | Mar 31, 26 | -4.63K | 0.28% |
| Steward Partners Investment Advisory, LLC | 299.51K | Mar 31, 26 | -774 | 0.26% |
| SIERRA OCEAN, LLC | 272.28K | Mar 31, 26 | +5.70K | 0.23% |
| Seros Financial, LLC | 269.61K | Mar 31, 26 | +269.61K | 0.23% |
| Independent Advisor Alliance | 260.76K | Mar 31, 26 | +260.76K | 0.22% |
| Mariner, LLC | 258.63K | Mar 31, 26 | +27.60K | 0.22% |
| Concurrent Investment Advisors, LLC | 245.62K | Mar 31, 26 | +147.98K | 0.21% |
| Keudell/Morrison Wealth Management | 244.20K | Mar 31, 26 | +3.20K | 0.21% |
| VestGen Advisors, LLC | 242.21K | Mar 31, 26 | +63.16K | 0.21% |
| JPMORGAN CHASE & CO | 216.23K | Mar 31, 26 | +77.65K | 0.19% |
| Sanctuary Advisors, LLC | 208.47K | Mar 31, 26 | +29.71K | 0.18% |
| Pensionmark Financial Group, LLC | 208.46K | Mar 31, 26 | -144.82K | 0.18% |
| Benchmark Financial Wealth Advisors, LLC | 205.82K | Mar 31, 26 | +68.89K | 0.18% |
| BFSG, LLC | 202.31K | Mar 31, 26 | +13.89K | 0.17% |
| Atria Investments, Inc | 196.06K | Mar 31, 26 | +6.32K | 0.17% |
| FOUNDERS FINANCIAL SECURITIES LLC | 181.94K | Mar 31, 26 | +174.59K | 0.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 174.97K | Mar 31, 26 | -22.01K | 0.15% |
| Forefront Wealth Partners, LLC | 174.66K | Mar 31, 26 | +9.68K | 0.15% |
| Federation des caisses Desjardins du Quebec | 174.51K | Mar 31, 26 | +78.88K | 0.15% |
| Ethos Financial Group, LLC | 171.47K | Mar 31, 26 | +36.69K | 0.15% |
| Montis Financial, LLC | 167.60K | Mar 31, 26 | +1.88K | 0.14% |
| BKA Wealth Consulting, Inc. | 165.06K | Mar 31, 26 | -9.29K | 0.14% |
| OPPENHEIMER & CO INC | 162.10K | Mar 31, 26 | +35.05K | 0.14% |
| Centennial Wealth Advisory LLC | 160.22K | Mar 31, 26 | +46.96K | 0.14% |
| INDEPENDENT FINANCIAL GROUP, LLC | 154.37K | Mar 31, 26 | -3.30K | 0.13% |
| CROBAN | 152.20K | Mar 31, 26 | +60.73K | 0.13% |
| Haven Private, LLC | 151.40K | Mar 31, 26 | -9.09K | 0.13% |
| D.A. DAVIDSON & CO. | 144.13K | Mar 31, 26 | -41.52K | 0.12% |
| Per Stirling Capital Management, LLC. | 137.67K | Mar 31, 26 | +6.19K | 0.12% |
| SILVER OAK SECURITIES, INCORPORATED | 132.85K | Mar 31, 26 | +48.55K | 0.11% |
| American Alpha Advisors, LLC | 132.56K | Mar 31, 26 | -4.69K | 0.11% |
| Qube Research & Technologies Ltd | 130.36K | Mar 31, 26 | +28.68K | 0.11% |
| RETIREMENT PLANNING GROUP, LLC / NY | 127.79K | Mar 31, 26 | +8.31K | 0.11% |
| Meridian Wealth Management, LLC | 125.14K | Mar 31, 26 | +10.94K | 0.11% |
| Baird Financial Group, Inc. | 122.45K | Mar 31, 26 | +31.20K | 0.10% |
| REGATTA CAPITAL GROUP, LLC | 121.26K | Mar 31, 26 | +29.50K | 0.10% |
| Lakeridge Wealth Management LLC | 118.60K | Mar 31, 26 | -3.46K | 0.10% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 115.79K | Mar 31, 26 | -2.55K | 0.10% |
| IFP Advisors, Inc | 114.79K | Mar 31, 26 | +2.16K | 0.10% |
| EXCHANGE TRADED CONCEPTS, LLC | 111.05K | Mar 31, 26 | -3.52K | 0.10% |
| Focus Financial Network, Inc. | 109.06K | Mar 31, 26 | -23.40K | 0.09% |
| Gateway Wealth Partners, LLC | 106.30K | Mar 31, 26 | +79.70K | 0.09% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 100.67K | Mar 31, 26 | +7.78K | 0.09% |
| Principle Wealth Partners LLC | 96.22K | Mar 31, 26 | +2.24K | 0.08% |
| Plan Group Financial, LLC | 89.97K | Mar 31, 26 | -42.21K | 0.08% |
| Gladstone Institutional Advisory LLC | 83.98K | Mar 31, 26 | +10.62K | 0.07% |
| Maia Wealth LLC | 83.86K | Mar 31, 26 | +19.58K | 0.07% |
| HARBOUR INVESTMENTS, INC. | 81.62K | Mar 31, 26 | +20.39K | 0.07% |
| WealthCare Investment Partners, LLC | 78.52K | Mar 31, 26 | +898 | 0.07% |
| Bay Capital Advisors, LLC | 78.23K | Mar 31, 26 | +15.27K | 0.07% |
| Perennial Investment Advisors, LLC | 76.39K | Mar 31, 26 | +15.03K | 0.07% |
| Bison Wealth, LLC | 73.09K | Mar 31, 26 | +3.73K | 0.06% |
| Nova Wealth Management, Inc. | 72.78K | Mar 31, 26 | +19.66K | 0.06% |
| Savvy Advisors, Inc. | 71.05K | Mar 31, 26 | +212 | 0.06% |
| RAINIER FAMILY WEALTH INC | 69.66K | Mar 31, 26 | +3.74K | 0.06% |
| Belpointe Asset Management LLC | 67.89K | Mar 31, 26 | +59.04K | 0.06% |
| Founders Financial Alliance, LLC | 64.41K | Mar 31, 26 | +7.06K | 0.06% |
| Cherry Creek Investment Advisors, Inc. | 63.95K | Mar 31, 26 | +6.06K | 0.05% |
| Sigma Planning Corp | 63.42K | Mar 31, 26 | +1.69K | 0.05% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 62.70K | Mar 31, 26 | +3.24K | 0.05% |
| RENAISSANCE TECHNOLOGIES LLC | 61.70K | Mar 31, 26 | -25.47K | 0.05% |
| Perigon Wealth Management, LLC | 59.74K | Mar 31, 26 | -598 | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 57.23K | Mar 31, 26 | +15.70K | 0.05% |
| Freestate Advisors LLC | 56.73K | Mar 31, 26 | +271 | 0.05% |
| Dynamic Advisor Solutions LLC | 56.68K | Mar 31, 26 | -53 | 0.05% |
| Provident Wealth Management, LLC | 55.46K | Mar 31, 26 | +5.07K | 0.05% |
| SHEETS SMITH WEALTH MANAGEMENT | 53.96K | Mar 31, 26 | -1.82K | 0.05% |
| GeoWealth Management, LLC | 53.69K | Mar 31, 26 | +10.53K | 0.05% |
| Huntleigh Advisors, Inc. | 52.87K | Mar 31, 26 | +4.62K | 0.05% |
| Arkadios Wealth Advisors | 52.18K | Mar 31, 26 | +22.19K | 0.04% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 52.14K | Mar 31, 26 | -6.34K | 0.04% |
| Kingsview Wealth Management, LLC | 51.47K | Mar 31, 26 | +25.52K | 0.04% |
| PFG Advisors | 51.45K | Mar 31, 26 | -5.18K | 0.04% |
| Apollon Wealth Management, LLC | 50.28K | Mar 31, 26 | +16.24K | 0.04% |
| KMG FIDUCIARY PARTNERS, LLC | 48.52K | Mar 31, 26 | -454 | 0.04% |
| Summit Financial, LLC | 47.27K | Mar 31, 26 | +8.72K | 0.04% |
| NATIXIS ADVISORS, L.P. | 45.29K | Mar 31, 26 | +32.68K | 0.04% |
| Mutual Advisors, LLC | 45.00K | Mar 31, 26 | +3.53K | 0.04% |
| TITLEIST ASSET MANAGEMENT, LLC | 44.90K | Mar 31, 26 | -827 | 0.04% |
| WEDBUSH SECURITIES INC | 44.82K | Mar 31, 26 | +7.69K | 0.04% |
| KANE INVESTMENT MANAGEMENT, INC. | 44.26K | Mar 31, 26 | +11.01K | 0.04% |
| Meridian Financial, LLC | 43.84K | Mar 31, 26 | +5.03K | 0.04% |
| Ameritas Advisory Services, LLC | 42.58K | Mar 31, 26 | -12.50K | 0.04% |
| Brinker Capital Investments, LLC | 41.99K | Mar 31, 26 | +99 | 0.04% |
| CIBC WORLD MARKET INC. | 41.67K | Mar 31, 26 | +3.15K | 0.04% |
| Kovack Advisors, Inc. | 40.25K | Mar 31, 26 | +1.74K | 0.03% |
| Rockefeller Capital Management L.P. | 40.24K | Mar 31, 26 | +4.42K | 0.03% |
| Farther Finance Advisors, LLC | 39.32K | Mar 31, 26 | +2.91K | 0.03% |
| BANK OF MONTREAL /CAN/ | 39.27K | Mar 31, 26 | +5.55K | 0.03% |
| SCOTIA CAPITAL INC. | 38.83K | Mar 31, 26 | +10.04K | 0.03% |
| Trilogy Capital Inc. | 35.35K | Mar 31, 26 | -248 | 0.03% |
| MANNING & NAPIER ADVISORS LLC | 35.06K | Mar 31, 26 | -7.70K | 0.03% |
| J.W. COLE ADVISORS, INC. | 34.95K | Mar 31, 26 | +6.25K | 0.03% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 34.39K | Mar 31, 26 | +3.80K | 0.03% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 33.73K | Mar 31, 26 | +33.73K | 0.03% |
| Vise Technologies, Inc. | 31.66K | Mar 31, 26 | -- | 0.03% |
| Valued Retirements, Inc. | 30.64K | Mar 31, 26 | +1.33K | 0.03% |
| Aviance Capital Partners, LLC | 30.38K | Mar 31, 26 | +7 | 0.03% |
| Blake Schutter Theil Wealth Advisors, LLC | 30.28K | Mar 31, 26 | +3.11K | 0.03% |
| Axis Wealth Partners, LLC | 30.16K | Mar 31, 26 | +4.18K | 0.03% |
| VisionPoint Advisory Group, LLC | 30.12K | Mar 31, 26 | -23.47K | 0.03% |
| HBW Advisory Services LLC | 29.63K | Mar 31, 26 | +846 | 0.03% |
| Robertson Stephens Wealth Management, LLC | 28.70K | Mar 31, 26 | +4.27K | 0.02% |
| CHOREO, LLC | 28.48K | Mar 31, 26 | +1.44K | 0.02% |
| Golden State Wealth Management, LLC | 27.77K | Mar 31, 26 | +130 | 0.02% |
| IEQ CAPITAL, LLC | 26.81K | Mar 31, 26 | -- | 0.02% |
| Regal Investment Advisors LLC | 26.37K | Mar 31, 26 | -1.88K | 0.02% |
| Total Clarity Wealth Management, Inc. | 25.93K | Mar 31, 26 | +12.73K | 0.02% |
| Hilltop Holdings Inc. | 25.79K | Mar 31, 26 | +17 | 0.02% |
| D. E. Shaw & Co., Inc. | 24.56K | Mar 31, 26 | +9.14K | 0.02% |
| CENTAURUS FINANCIAL, INC. | 24.41K | Mar 31, 26 | +20.01K | 0.02% |
| Shore Point Advisors, LLC | 24.23K | Mar 31, 26 | -499 | 0.02% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 24.05K | Mar 31, 26 | +4.07K | 0.02% |
| SEAVIEW INVESTMENT MANAGERS LLC | 23.86K | Mar 31, 26 | +14.03K | 0.02% |
| Fortis Group Advisors, LLC | 23.54K | Mar 31, 26 | -69 | 0.02% |
| Galvin, Gaustad & Stein, LLC | 23.41K | Mar 31, 26 | +3.06K | 0.02% |
| Centurion Wealth Management LLC | 23.07K | Mar 31, 26 | +13.50K | 0.02% |
| OneAscent Financial Services LLC | 22.47K | Mar 31, 26 | -1.03K | 0.02% |
| CITIGROUP INC | 21.97K | Mar 31, 26 | +18.09K | 0.02% |
| True Vision MN LLC | 21.79K | Mar 31, 26 | +2.02K | 0.02% |
| Prospera Financial Services Inc | 20.73K | Mar 31, 26 | +14.43K | 0.02% |
| Advisory Services Network, LLC | 20.59K | Mar 31, 26 | -444 | 0.02% |
| HighPoint Advisor Group LLC | 20.07K | Mar 31, 26 | +413 | 0.02% |
| Waverly Advisors, LLC | 19.47K | Mar 31, 26 | +131 | 0.02% |
| Western Wealth Management, LLC | 19.37K | Mar 31, 26 | +3.72K | 0.02% |
| PFG Investments, LLC | 19.33K | Mar 31, 26 | +2.93K | 0.02% |
| Nautilus Advisors LLC | 19.07K | Mar 31, 26 | +1.46K | 0.02% |
| Colony Group, LLC | 18.37K | Mar 31, 26 | +603 | 0.02% |
| BFI Infinity Ltd. | 18.26K | Mar 31, 26 | -1.46K | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 17.55K | Mar 31, 26 | +763 | 0.02% |
| Beaumont Capital Management, LLC | 15.79K | Mar 31, 26 | -16.65K | 0.01% |
| Strategic Blueprint, LLC | 15.76K | Mar 31, 26 | +4.94K | 0.01% |
| Envestnet Portfolio Solutions, Inc. | 15.51K | Mar 31, 26 | +302 | 0.01% |
| Magnus Financial Group LLC | 14.91K | Mar 31, 26 | +671 | 0.01% |
| Sunbelt Securities, Inc. | 14.72K | Mar 31, 26 | +4.17K | 0.01% |
| M Holdings Securities, Inc. | 14.63K | Mar 31, 26 | -9.89K | 0.01% |
| Rathbones Group PLC | 14.38K | Mar 31, 26 | +514 | 0.01% |
| AdvisorNet Financial, Inc | 13.92K | Mar 31, 26 | +1.42K | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 13.67K | Mar 31, 26 | +1.86K | 0.01% |
| BENJAMIN EDWARDS INC | 13.44K | Mar 31, 26 | -1.50K | 0.01% |
| Park Square Financial Group, LLC | 12.72K | Mar 31, 26 | +11.61K | 0.01% |
| Prosperity Financial Group, Inc. | 12.49K | Mar 31, 26 | +3.56K | 0.01% |
| IHT Wealth Management, LLC | 12.43K | Mar 31, 26 | -16 | 0.01% |
| Arete Wealth Advisors, LLC | 12.37K | Mar 31, 26 | -2.94K | 0.01% |
| Sovran Advisors, LLC | 12.32K | Mar 31, 26 | +12.32K | 0.01% |
| FMR LLC | 12.04K | Mar 31, 26 | -958 | 0.01% |
| PARK AVENUE SECURITIES LLC | 11.19K | Mar 31, 26 | +555 | 0.01% |
| ProVise Management Group, LLC | 10.95K | Mar 31, 26 | +2.66K | 0.01% |
| Cornerstone Wealth Group, LLC | 10.69K | Mar 31, 26 | -342.29K | 0.01% |
| Pasadena Private Wealth, LLC | 10.67K | Mar 31, 26 | +10.67K | 0.01% |
| PRIVATE TRUST CO NA | 10.52K | Mar 31, 26 | +1.03K | 0.01% |
| LexAurum Advisors, LLC | 10.29K | Mar 31, 26 | +10.29K | 0.01% |
| Berger Financial Group, Inc | 10.22K | Mar 31, 26 | -775 | 0.01% |
| Fortis Capital Advisors, LLC | 10.21K | Mar 31, 26 | +10.21K | 0.01% |
| MAI Capital Management | 9.99K | Mar 31, 26 | +1.13K | 0.01% |
| PARTNERS WEALTH MANAGEMENT, LLC | 9.83K | Mar 31, 26 | +9.83K | 0.01% |
| Clarus Group, Inc. | 9.72K | Mar 31, 26 | -- | 0.01% |
| Ignite Planners, LLC | 9.33K | Mar 31, 26 | -2.19K | 0.01% |
| Marks Group Wealth Management, Inc | 9.31K | Mar 31, 26 | -- | 0.01% |
| Creekside Partners | 9.14K | Mar 31, 26 | -- | 0.01% |
| Retireful, LLC | 8.96K | Mar 31, 26 | +8.96K | 0.01% |
| MONEY CONCEPTS CAPITAL CORP | 8.70K | Mar 31, 26 | +182 | 0.01% |
| Integrated Wealth Concepts LLC | 8.70K | Mar 31, 26 | +8.70K | 0.01% |
| Capital Analysts, LLC | 8.69K | Mar 31, 26 | +2.87K | 0.01% |
| FLORIDA FINANCIAL ADVISORS, LLC | 8.41K | Mar 31, 26 | +8.41K | 0.01% |
| Ascent Group, LLC | 8.32K | Mar 31, 26 | -4.52K | 0.01% |
| SMITH, MOORE & CO. | 7.96K | Mar 31, 26 | -350 | 0.01% |
| Signal Advisors Wealth, LLC | 7.95K | Mar 31, 26 | +945 | 0.01% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7.91K | Mar 31, 26 | -10.96K | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 7.86K | Mar 31, 26 | -30 | 0.01% |
| Jaffetilchin Investment Partners, LLC | 7.67K | Mar 31, 26 | +551 | 0.01% |
| Avidian Wealth Solutions, LLC | 7.66K | Mar 31, 26 | +7.66K | 0.01% |
| Elm3 Financial Group, LLC | 7.63K | Mar 31, 26 | +676 | 0.01% |
| Triumph Capital Management | 6.83K | Mar 31, 26 | +2.70K | 0.01% |
| Hanlon Investment Management, Inc. | 6.70K | Mar 31, 26 | -14.88K | 0.01% |
| Bank of New York Mellon Corp | 6.58K | Mar 31, 26 | +6.58K | 0.01% |
| Encompass More Asset Management | 6.57K | Mar 31, 26 | +912 | 0.01% |
| AE Wealth Management LLC | 6.55K | Mar 31, 26 | +2.02K | 0.01% |
| SEI INVESTMENTS CO | 6.43K | Mar 31, 26 | -- | 0.01% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6.25K | Mar 31, 26 | -500 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 6.15K | Mar 31, 26 | +6.15K | 0.01% |
| RIDGECREST WEALTH PARTNERS, LLC | 6.10K | Mar 31, 26 | +6.10K | 0.01% |
| Foundations Investment Advisors, LLC | 6.01K | Mar 31, 26 | -5.43K | 0.01% |
| Empirical Asset Management, LLC | 5.93K | Mar 31, 26 | -774 | 0.01% |
| Merit Financial Group, LLC | 5.89K | Mar 31, 26 | +11 | 0.01% |
| OxenFree Capital LLC | 5.38K | Mar 31, 26 | +5.38K | 0.00% |
| VISIONARY HORIZONS, LLC | 5.31K | Mar 31, 26 | +5.31K | 0.00% |
| Fortitude Financial, LLC | 5.29K | Mar 31, 26 | -213 | 0.00% |
| Modera Wealth Management, LLC | 5.29K | Mar 31, 26 | +5.29K | 0.00% |
| FIFTH THIRD SECURITIES, INC. | 5.21K | Mar 31, 26 | +5.21K | 0.00% |
| Stratos Wealth Partners, LTD. | 5.18K | Mar 31, 26 | -1.17K | 0.00% |
| Cornerstone Wealth Management, LLC | 5.01K | Mar 31, 26 | +5.01K | 0.00% |
| Brookstone Capital Management | 4.96K | Mar 31, 26 | +4.96K | 0.00% |
| FIFTH THIRD BANCORP | 4.94K | Mar 31, 26 | +4.94K | 0.00% |
| HUNTINGTON NATIONAL BANK | 4.93K | Mar 31, 26 | +743 | 0.00% |
| Advisors Preferred, LLC | 4.01K | Mar 31, 26 | -13 | 0.00% |
| NBC SECURITIES, INC. | 3.79K | Mar 31, 26 | -- | 0.00% |
| Abound Wealth Management | 3.56K | Mar 31, 26 | +3.56K | 0.00% |
| Key FInancial Inc | 3.36K | Mar 31, 26 | -- | 0.00% |
| Glass Jacobson Investment Advisors llc | 3.32K | Mar 31, 26 | +13 | 0.00% |
| Merkkuri Wealth Advisors LLC | 3.31K | Mar 31, 26 | +3.31K | 0.00% |
| Sound Income Strategies, LLC | 2.93K | Mar 31, 26 | +2.93K | 0.00% |
| Geneos Wealth Management Inc. | 2.92K | Mar 31, 26 | -90 | 0.00% |
| BlackRock, Inc. | 1.42K | Mar 31, 26 | -10.08K | 0.00% |
| Parallel Advisors, LLC | 1.36K | Mar 31, 26 | +1.00K | 0.00% |
| Allworth Financial LP | 1.20K | Mar 31, 26 | +400 | 0.00% |
| Pinnacle Bancorp, Inc. | 1.10K | Mar 31, 26 | +100 | 0.00% |
| EverSource Wealth Advisors, LLC | 991 | Mar 31, 26 | +3 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 671 | Mar 31, 26 | -247 | 0.00% |
| CULLEN/FROST BANKERS, INC. | 500 | Mar 31, 26 | +500 | 0.00% |
| Spire Wealth Management | 400 | Mar 31, 26 | +400 | 0.00% |
| BESSEMER GROUP INC | 400 | Mar 31, 26 | -- | 0.00% |
| US BANCORP \DE\ | 304 | Mar 31, 26 | -885 | 0.00% |
| Bank of New Hampshire | 300 | Mar 31, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 276 | Mar 31, 26 | +276 | 0.00% |
| Princeton Global Asset Management LLC | 265 | Mar 31, 26 | -- | 0.00% |
| ST GERMAIN D J CO INC | 265 | Mar 31, 26 | +265 | 0.00% |
| Smartleaf Asset Management LLC | 254 | Mar 31, 26 | -37 | 0.00% |
| Ronald Blue Trust, Inc. | 211 | Mar 31, 26 | +211 | 0.00% |
| Clearstead Advisors, LLC | 210 | Mar 31, 26 | +100 | 0.00% |
| Destiny Wealth Partners, LLC | 150 | Mar 31, 26 | +150 | 0.00% |
| GODSEY & GIBB, INC | 144 | Mar 31, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 110 | Mar 31, 26 | +40 | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 98 | Mar 31, 26 | -- | 0.00% |
| FINANCIAL CONSULATE, INC | 79 | Mar 31, 26 | +79 | 0.00% |
| CENTRAL TRUST Co | 79 | Mar 31, 26 | +79 | 0.00% |
| Cornerstone Planning Group LLC | 70 | Mar 31, 26 | +70 | 0.00% |
| VANGUARD ADVISERS INC | 69 | Mar 31, 26 | +69 | 0.00% |
| SIGNATUREFD, LLC | 60 | Mar 31, 26 | +20 | 0.00% |
| Vermillion Wealth Management, Inc. | 53 | Mar 31, 26 | -26 | 0.00% |
| Virtus ETF Advisers LLC | 34 | Mar 31, 26 | +6 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 15 | Mar 31, 26 | -- | 0.00% |
| GTS SECURITIES LLC | -- | Mar 31, 26 | -28.44K | -- |
| GOLDMAN SACHS GROUP INC | -- | Mar 31, 26 | -23.74K | -- |
| THRIVENT FINANCIAL FOR LUTHERANS | -- | Mar 31, 26 | -11.35K | -- |
| MCF Advisors LLC | -- | Mar 31, 26 | -328 | -- |
| Cape Investment Advisory, Inc. | -- | Mar 31, 26 | -22 | -- |
| CI Private Wealth, LLC | -- | Mar 31, 26 | -7.87K | -- |
| IFG Advisory, LLC | -- | Mar 31, 26 | -34.70K | -- |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | -- | Mar 31, 26 | -5.58K | -- |
| Coppell Advisory Solutions LLC | -- | Mar 31, 26 | -26.16K | -- |
| FSA Advisors, Inc. | -- | Mar 31, 26 | -11.94K | -- |
| NewEdge Advisors, LLC | -- | Mar 31, 26 | -3.90K | -- |
| Glassman Wealth Services | -- | Mar 31, 26 | -3.28K | -- |
| Diversify Advisory Services, LLC | -- | Mar 31, 26 | -33.87K | -- |
| Clear Point Advisors Inc. | -- | Mar 31, 26 | -6.69K | -- |
| Y-Intercept (Hong Kong) Ltd | -- | Mar 31, 26 | -13.98K | -- |
| TWO SIGMA SECURITIES, LLC | -- | Mar 31, 26 | -6.46K | -- |
| PLANWISER FINANCIAL, LLC | -- | Mar 31, 26 | -66.94K | -- |
| Concord Wealth Partners | -- | Mar 31, 26 | -1.54K | -- |
| Lloyd Advisory Services, LLC. | -- | Mar 31, 26 | -1.14K | -- |
| Hershey Financial Advisers, LLC | -- | Mar 31, 26 | -13.73K | -- |
| FLOW TRADERS U.S. LLC | -- | Mar 31, 26 | -13.27K | -- |
| Elevation Capital Advisory, LLC | -- | Mar 31, 26 | -28.68K | -- |
| Global Retirement Partners, LLC | 45.65K | Dec 31, 25 | +5.39K | 0.04% |
| COMERICA BANK | 19.00K | Dec 31, 25 | +4.03K | 0.02% |
| Dentgroup LLC | 13.43K | Dec 31, 25 | -- | 0.01% |
| VERUS CAPITAL PARTNERS, LLC | 11.70K | Dec 31, 25 | +12 | 0.01% |
| CIBC Private Wealth Group, LLC | 2.97K | Dec 31, 25 | +2.97K | 0.00% |
| Stephens Consulting, LLC | 467 | Dec 31, 25 | -- | 0.00% |
| Asset Dedication, LLC | 35 | Dec 31, 25 | -- | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -408 | -- |
| PINNACLE FINANCIAL PARTNERS INC | 509.07K | Sep 30, 25 | +77.38K | 0.44% |
| Pineridge Advisors LLC | 119 | Sep 30, 25 | +119 | 0.00% |
| L.M. KOHN & COMPANY | -- | Sep 30, 25 | -33.50K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 231.84K | Jun 30, 25 | +105.42K | 0.20% |
| Atria Wealth Solutions, Inc. | 183.47K | Jun 30, 25 | -34.54K | 0.16% |
| Orion Portfolio Solutions, LLC | 40.62K | Mar 31, 25 | +40.62K | 0.03% |
| Grant/GrossMendelsohn, LLC | 9.50K | Mar 31, 25 | +9.50K | 0.01% |
| Kolinsky Wealth Management, LLC | 166.32K | Dec 31, 24 | +166.32K | 0.14% |
| GG Group Ventures, LLC | 37.82K | Dec 31, 24 | -2.03K | 0.03% |
| Raymond James Financial Services Advisors, Inc. | 645.33K | Sep 30, 24 | +151.26K | 0.55% |
| RAYMOND JAMES & ASSOCIATES | 546.74K | Sep 30, 24 | +89.56K | 0.47% |
| FinTrust Capital Advisors, LLC | 81.33K | Sep 30, 24 | +12.27K | 0.07% |
| ETFIDEA, LLC | 34.71K | Sep 30, 24 | -- | 0.03% |
| RAYMOND JAMES TRUST N.A. | 19.29K | Sep 30, 24 | -- | 0.02% |
| Arden Trust Co | 38.39K | Jun 30, 24 | -- | 0.03% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 847 | Jun 30, 24 | +847 | 0.00% |
| Cetera Advisors LLC | 454.13K | Mar 31, 24 | +30.28K | 0.39% |
| Cetera Advisor Networks LLC | 228.49K | Mar 31, 24 | +64.91K | 0.20% |
| Retirement Group, LLC | 1.98K | Mar 31, 24 | +250 | 0.00% |
| FOCUS FINANCIAL NETWORK INC /ADV | 109.82K | Dec 31, 23 | +109.82K | 0.09% |
| DFPG INVESTMENTS, LLC | 31.28K | Dec 31, 23 | +1.31K | 0.03% |
| Sutton Wealth Advisors Inc. | 10 | Sep 30, 23 | -- | 0.00% |
| Financial Architects, Inc | 333.33K | Jun 30, 23 | +109.55K | 0.29% |
| First Capital Advisors Group, LLC. | 157.25K | Jun 30, 23 | +7.08K | 0.13% |
| Ford Financial Group, LLC | -- | Mar 31, 23 | -27.23K | -- |
| TITLEIST ASSET MANAGEMENT, LTD. | 123.16K | Dec 31, 22 | +17.54K | 0.11% |
| American Portfolios Advisors | 1.90K | Sep 30, 22 | -550 | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | -- | Dec 31, 21 | -208 | -- |
| QS Investors, LLC | 1.14M | Jun 30, 21 | -1.53K | 0.97% |
| Reby Advisors, LLC | 2.94K | Dec 31, 20 | +2.94K | 0.00% |
| Advisor Group, Inc. | 5.34K | Dec 31, 19 | +1.77K | 0.00% |
| Commonwealth Equity Services, Inc | 37.33K | Jun 30, 17 | +27.77K | 0.03% |
| MSI Financial Services Inc | 1.02K | Dec 31, 16 | +15 | 0.00% |