Nuveen Quality Municipal Income Fund(NAD)

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Nuveen Quality Municipal Income Fund(NAD)

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$11.61—

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NAD(NAD)

NAD

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Institutional Ownership

Top 394 Institutional Holders

Holder	Shares	Date	Change	% Held
Hennion & Walsh Asset Management, Inc.	1.37M	Jun 30, 26	+445.35K	0.59%
Congress Park Capital LLC	618.50K	Jun 30, 26	+17.50K	0.26%
Melone Private Wealth, LLC	569.50K	Jun 30, 26	+166.96K	0.24%
Sightline Wealth Advisors, LLC	213.89K	Jun 30, 26	+12.39K	0.09%
Breakwater Capital Group	125.40K	Jun 30, 26	+2.23K	0.05%
Prospera Financial Services Inc	122.29K	Jun 30, 26	-3.50K	0.05%
JFS WEALTH ADVISORS, LLC	118.72K	Jun 30, 26	+84	0.05%
XML Financial, LLC	106.18K	Jun 30, 26	-26.96K	0.05%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	103.14K	Jun 30, 26	--	0.04%
BENJAMIN EDWARDS INC	80.25K	Jun 30, 26	+5.84K	0.03%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	69.72K	Jun 30, 26	-15.50K	0.03%
Wealth Alliance Advisory Group, LLC	67.83K	Jun 30, 26	+7.21K	0.03%
RFG Advisory, LLC	52.50K	Jun 30, 26	+2.55K	0.02%
Spire Wealth Management	49.55K	Jun 30, 26	+7.50K	0.02%
Coastal Investment Advisors, Inc.	48.90K	Jun 30, 26	--	0.02%
Farther Finance Advisors, LLC	47.87K	Jun 30, 26	-1.29K	0.02%
CoreCap Advisors, LLC	47.79K	Jun 30, 26	+355	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	44.47K	Jun 30, 26	+12.85K	0.02%
BNC WEALTH MANAGEMENT, LLC	44.37K	Jun 30, 26	--	0.02%
Worth Asset Management, LLC	42.66K	Jun 30, 26	+42.66K	0.02%
Sunpointe, LLC	41.30K	Jun 30, 26	-20	0.02%
PFG Investments, LLC	37.80K	Jun 30, 26	+102	0.02%
RAMSEY QUANTITATIVE SYSTEMS	36.00K	Jun 30, 26	+36.00K	0.02%
Fortitude Advisory Group L.L.C.	35.59K	Jun 30, 26	+1.62K	0.02%
D.A. DAVIDSON & CO.	30.09K	Jun 30, 26	--	0.01%
Indiana Trust & Investment Management CO	29.00K	Jun 30, 26	--	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	28.51K	Jun 30, 26	+206	0.01%
Envestnet Portfolio Solutions, Inc.	27.49K	Jun 30, 26	+27.49K	0.01%
Wealth Management Associates, Inc.	25.03K	Jun 30, 26	--	0.01%
MELFA WEALTH MANAGEMENT, LLC	24.46K	Jun 30, 26	-13.94K	0.01%
IFP Advisors, Inc	24.32K	Jun 30, 26	-34.23K	0.01%
Clark Asset Management, LLC	24.01K	Jun 30, 26	+8.00K	0.01%
Canvas Wealth Advisors, LLC	22.53K	Jun 30, 26	+401	0.01%
Uptown Financial Advisors LLC	21.93K	Jun 30, 26	-8.41K	0.01%
PEDDOCK CAPITAL ADVISORS, LLC	20.62K	Jun 30, 26	--	0.01%
Wealthcare Advisory Partners LLC	20.34K	Jun 30, 26	--	0.01%
CARY STREET PARTNERS FINANCIAL LLC	19.65K	Jun 30, 26	-1.30K	0.01%
David J Yvars Group	19.30K	Jun 30, 26	+2.20K	0.01%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	18.64K	Jun 30, 26	--	0.01%
Barry Investment Advisors, LLC	18.21K	Jun 30, 26	--	0.01%
Ferguson Shapiro LLC	18.20K	Jun 30, 26	+324	0.01%
Archford Capital Strategies, LLC	16.60K	Jun 30, 26	--	0.01%
B. Riley Wealth Advisors, Inc.	15.96K	Jun 30, 26	+2.37K	0.01%
Sowell Financial Services LLC	15.88K	Jun 30, 26	-4.84K	0.01%
Altus Wealth Group LLC	15.83K	Jun 30, 26	--	0.01%
Diligent Investors, LLC	15.81K	Jun 30, 26	+75	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	15.61K	Jun 30, 26	+127	0.01%
Fruth Investment Management	15.49K	Jun 30, 26	--	0.01%
Carlton Hofferkamp & Jenks Wealth Management, LLC	15.00K	Jun 30, 26	--	0.01%
BAR HARBOR WEALTH MANAGEMENT	13.03K	Jun 30, 26	--	0.01%
Camelot Portfolios, LLC	12.91K	Jun 30, 26	-811	0.01%
DAVENPORT & Co LLC	12.74K	Jun 30, 26	+12.74K	0.01%
VisionPoint Advisory Group, LLC	12.73K	Jun 30, 26	+120	0.01%
Merit Financial Group, LLC	12.09K	Jun 30, 26	-3.36K	0.01%
Apollon Wealth Management, LLC	11.68K	Jun 30, 26	-370	0.01%
Essex Savings Bank	11.09K	Jun 30, 26	--	0.00%
VSM Wealth Advisory, LLC	10.63K	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL GROUP, LLC	10.29K	Jun 30, 26	--	0.00%
Ramiah Investment Group	10.22K	Jun 30, 26	+10.22K	0.00%
NBC SECURITIES, INC.	10.04K	Jun 30, 26	--	0.00%
Noble Wealth Management PBC	9.84K	Jun 30, 26	+139	0.00%
Founders Capital Management	5.90K	Jun 30, 26	+900	0.00%
FINANCIAL CONSULATE, INC	5.33K	Jun 30, 26	--	0.00%
Community Financial Services Group, LLC	2.98K	Jun 30, 26	--	0.00%
Tradewinds Capital Management, LLC	2.48K	Jun 30, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	2.18K	Jun 30, 26	--	0.00%
FNY Investment Advisers, LLC	1.80K	Jun 30, 26	--	0.00%
Financial Management Professionals, Inc.	1.73K	Jun 30, 26	+635	0.00%
WEBSTER BANK, N. A.	1.69K	Jun 30, 26	--	0.00%
EASTERN BANK	1.55K	Jun 30, 26	--	0.00%
Trust Co	1.47K	Jun 30, 26	--	0.00%
Hartford Financial Management Inc.	1.18K	Jun 30, 26	--	0.00%
TFC Financial Management, Inc.	1.02K	Jun 30, 26	--	0.00%
CX Institutional	1.00K	Jun 30, 26	--	0.00%
Aspect Partners, LLC	941	Jun 30, 26	--	0.00%
LifeSteps Financial, Inc.	700	Jun 30, 26	+700	0.00%
ADIRONDACK TRUST CO	669	Jun 30, 26	--	0.00%
Mascoma Wealth Management LLC	419	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	400	Jun 30, 26	--	0.00%
SOA Wealth Advisors, LLC.	393	Jun 30, 26	--	0.00%
Darwin Wealth Management, LLC	308	Jun 30, 26	--	0.00%
FIRST HORIZON CORP	183	Jun 30, 26	+183	0.00%
Sound Income Strategies, LLC	--	Jun 30, 26	-14.41K	--
Key FInancial Inc	--	Jun 30, 26	-12.54K	--
Oakworth Capital, Inc.	--	Jun 30, 26	-4.00K	--
Patriot Financial Group Insurance Agency, LLC	--	Jun 30, 26	-10.00K	--
KENNICOTT CAPITAL MANAGEMENT LLC	--	Jun 30, 26	-10.42K	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-3.95K	--
MORGAN STANLEY	6.64M	Mar 31, 26	-542.78K	2.84%
UBS Group AG	3.19M	Mar 31, 26	-354.08K	1.37%
GUGGENHEIM CAPITAL LLC	3.07M	Mar 31, 26	+495.63K	1.31%
RAYMOND JAMES FINANCIAL INC	2.63M	Mar 31, 26	-4.01K	1.13%
BANK OF AMERICA CORP /DE/	2.52M	Mar 31, 26	-121.67K	1.08%
WELLS FARGO & COMPANY/MN	2.50M	Mar 31, 26	+55.20K	1.07%
McGowan Group Asset Management, Inc.	1.38M	Mar 31, 26	+17.70K	0.59%
AMERIPRISE FINANCIAL INC	1.23M	Mar 31, 26	+201.38K	0.53%
LPL Financial LLC	1.22M	Mar 31, 26	+269.27K	0.52%
VAN ECK ASSOCIATES CORP	1.11M	Mar 31, 26	-65.69K	0.48%
ROYAL BANK OF CANADA	962.55K	Mar 31, 26	+62.64K	0.41%
Cornerstone Advisory, LLC	847.43K	Mar 31, 26	-31.03K	0.36%
Eagle Bluffs Wealth Management LLC	741.69K	Mar 31, 26	+52.34K	0.32%
STIFEL FINANCIAL CORP	730.59K	Mar 31, 26	+35.83K	0.31%
Cetera Investment Advisers	675.75K	Mar 31, 26	+28.59K	0.29%
Advisors Asset Management, Inc.	491.54K	Mar 31, 26	-19.81K	0.21%
GFS Advisors, LLC	482.72K	Mar 31, 26	-850	0.21%
COMMONWEALTH EQUITY SERVICES, LLC	419.70K	Mar 31, 26	-25.43K	0.18%
DEUTSCHE BANK AG\	416.38K	Mar 31, 26	--	0.18%
NewEdge Advisors, LLC	387.63K	Mar 31, 26	+15.80K	0.17%
ADVISOR GROUP HOLDINGS, INC.	369.61K	Mar 31, 26	+41.06K	0.16%
COHEN & STEERS, INC.	327.12K	Mar 31, 26	-5.00K	0.14%
Capital Investment Advisors, LLC	307.90K	Mar 31, 26	-20.93K	0.13%
Allianz Asset Management GmbH	300.65K	Mar 31, 26	--	0.13%
Palogic Value Management, L.P.	300.41K	Mar 31, 26	+24.77K	0.13%
Bramshill Investments, LLC	297.00K	Mar 31, 26	-2.25M	0.13%
Cambridge Investment Research Advisors, Inc.	242.84K	Mar 31, 26	+4.99K	0.10%
Resources Investment Advisors, LLC.	233.58K	Mar 31, 26	+22.98K	0.10%
SIT INVESTMENT ASSOCIATES INC	231.85K	Mar 31, 26	-13.25K	0.10%
Fiera Capital Corp	221.62K	Mar 31, 26	+221.62K	0.09%
Cerity Partners LLC	210.86K	Mar 31, 26	-7.82K	0.09%
Invesco Ltd.	206.99K	Mar 31, 26	-11.83K	0.09%
GILL CAPITAL PARTNERS, LLC	198.57K	Mar 31, 26	--	0.09%
Steward Partners Investment Advisory, LLC	191.25K	Mar 31, 26	-4.26K	0.08%
AE Wealth Management LLC	191.14K	Mar 31, 26	+82.66K	0.08%
Kestra Advisory Services, LLC	186.83K	Mar 31, 26	+7.94K	0.08%
JANE STREET GROUP, LLC	186.59K	Mar 31, 26	-70.63K	0.08%
Savant Capital, LLC	183.33K	Mar 31, 26	--	0.08%
Mutual Advisors, LLC	178.54K	Mar 31, 26	+909	0.08%
Wakefield Asset Management LLLP	173.67K	Mar 31, 26	+13.85K	0.07%
HORIZON KINETICS ASSET MANAGEMENT LLC	162.42K	Mar 31, 26	+446	0.07%
Sanctuary Advisors, LLC	159.23K	Mar 31, 26	-1.98K	0.07%
Rockefeller Capital Management L.P.	156.58K	Mar 31, 26	-28.21K	0.07%
Tyche Wealth Partners LLC	152.79K	Mar 31, 26	-88.94K	0.07%
IBEX WEALTH ADVISORS	127.68K	Mar 31, 26	-4.61K	0.05%
Kuhn & Co Investment Counsel	124.81K	Mar 31, 26	+24.90K	0.05%
Modern Wealth Management, LLC	124.37K	Mar 31, 26	-14.10K	0.05%
Stratos Wealth Partners, LTD.	118.90K	Mar 31, 26	+8.38K	0.05%
Wealth Advisors of Tampa Bay, LLC	115.42K	Mar 31, 26	--	0.05%
Baird Financial Group, Inc.	111.98K	Mar 31, 26	-12.03K	0.05%
CURA WEALTH ADVISORS, LLC	110.00K	Mar 31, 26	--	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	105.55K	Mar 31, 26	+10.97K	0.05%
Everstar Asset Management, LLC	100.17K	Mar 31, 26	+100.17K	0.04%
KIM, LLC	100.00K	Mar 31, 26	--	0.04%
Summit Trail Advisors, LLC	96.37K	Mar 31, 26	+96.37K	0.04%
Summit Financial, LLC	93.88K	Mar 31, 26	+4.68K	0.04%
Kercheville Advisors, LLC	92.30K	Mar 31, 26	-405	0.04%
HighTower Advisors, LLC	88.37K	Mar 31, 26	-376.03K	0.04%
OPPENHEIMER & CO INC	84.89K	Mar 31, 26	-283	0.04%
PNC FINANCIAL SERVICES GROUP, INC.	83.92K	Mar 31, 26	--	0.04%
SILVERLAKE WEALTH MANAGEMENT LLC	79.64K	Mar 31, 26	+464	0.03%
CI Private Wealth, LLC	76.68K	Mar 31, 26	+37.28K	0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	74.94K	Mar 31, 26	-3.83K	0.03%
XTX Topco Ltd	74.34K	Mar 31, 26	+27.86K	0.03%
SMITH, MOORE & CO.	74.22K	Mar 31, 26	-43.75K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	67.03K	Mar 31, 26	+6.07K	0.03%
MSH Capital Advisors LLC	66.95K	Mar 31, 26	--	0.03%
Concurrent Investment Advisors, LLC	65.66K	Mar 31, 26	+14.58K	0.03%
Koshinski Asset Management, Inc.	63.04K	Mar 31, 26	--	0.03%
Colony Group, LLC	57.66K	Mar 31, 26	-2.88K	0.02%
CFM WEALTH PARTNERS LLC	57.14K	Mar 31, 26	--	0.02%
MAI Capital Management	53.41K	Mar 31, 26	-1.06K	0.02%
Concorde Asset Management, LLC	51.62K	Mar 31, 26	-10.47K	0.02%
ORLEANS CAPITAL MANAGEMENT CORP/LA	49.95K	Mar 31, 26	--	0.02%
FIFTH THIRD BANCORP	49.43K	Mar 31, 26	+39.87K	0.02%
Bank of New York Mellon Corp	43.27K	Mar 31, 26	+8.27K	0.02%
Private Advisor Group, LLC	41.16K	Mar 31, 26	-965	0.02%
Moors & Cabot, Inc.	41.01K	Mar 31, 26	+13.64K	0.02%
Brick & Kyle, Associates	40.77K	Mar 31, 26	+40.77K	0.02%
Claro Advisors LLC	40.75K	Mar 31, 26	--	0.02%
TCG Advisory Services, LLC	40.45K	Mar 31, 26	+18.90K	0.02%
Quantinno Capital Management LP	38.81K	Mar 31, 26	+38.81K	0.02%
MELFA WEALTH MANAGEMENT, LLC	38.41K	Mar 31, 26	+22	0.02%
CAPTRUST FINANCIAL ADVISORS	37.25K	Mar 31, 26	-52	0.02%
ENVESTNET ASSET MANAGEMENT INC	36.62K	Mar 31, 26	-606	0.02%
Snowden Capital Advisors LLC	35.05K	Mar 31, 26	+660	0.02%
Advisory Services Network, LLC	34.11K	Mar 31, 26	-28.98K	0.01%
TRUIST FINANCIAL CORP	32.17K	Mar 31, 26	-449	0.01%
CWM, LLC	32.13K	Mar 31, 26	-480	0.01%
Summit Financial Consulting LLC	31.61K	Mar 31, 26	--	0.01%
Gould Capital, LLC	28.69K	Mar 31, 26	-685	0.01%
Mariner, LLC	28.59K	Mar 31, 26	-9.41K	0.01%
NOMURA HOLDINGS INC	28.00K	Mar 31, 26	+28.00K	0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	27.94K	Mar 31, 26	+27.94K	0.01%
Chicago Partners Investment Group LLC	27.47K	Mar 31, 26	-918	0.01%
INSIGNEO ADVISORY SERVICES, LLC	26.32K	Mar 31, 26	+12.36K	0.01%
DUNCKER STREETT & CO INC	25.64K	Mar 31, 26	--	0.01%
Integrated Wealth Concepts LLC	25.24K	Mar 31, 26	+530	0.01%
JOURNEY STRATEGIC WEALTH LLC	23.89K	Mar 31, 26	-3.16K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	23.80K	Mar 31, 26	+7.53K	0.01%
Pensionmark Financial Group, LLC	22.61K	Mar 31, 26	-5.70K	0.01%
Compass Financial Group, INC/SD	22.41K	Mar 31, 26	+74	0.01%
Belpointe Asset Management LLC	21.94K	Mar 31, 26	--	0.01%
SCOTIA CAPITAL INC.	21.50K	Mar 31, 26	--	0.01%
KING LUTHER CAPITAL MANAGEMENT CORP	21.45K	Mar 31, 26	+780	0.01%
Clearstead Advisors, LLC	20.00K	Mar 31, 26	--	0.01%
BROWN ADVISORY INC	19.86K	Mar 31, 26	-2.98K	0.01%
Arkos Global Advisors	19.67K	Mar 31, 26	-3.50K	0.01%
IHT Wealth Management, LLC	19.34K	Mar 31, 26	+4.64K	0.01%
HOLLENCREST CAPITAL MANAGEMENT	19.22K	Mar 31, 26	-300	0.01%
Private Wealth Asset Management, LLC	19.14K	Mar 31, 26	+330	0.01%
Clear Creek Financial Management, LLC	19.10K	Mar 31, 26	--	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	18.95K	Mar 31, 26	-674	0.01%
Avestar Capital, LLC	18.50K	Mar 31, 26	+18.50K	0.01%
Allworth Financial LP	18.42K	Mar 31, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	18.40K	Mar 31, 26	+5.40K	0.01%
SEGALL BRYANT & HAMILL, LLC	18.05K	Mar 31, 26	+18.05K	0.01%
Great Lakes Retirement, Inc.	17.90K	Mar 31, 26	--	0.01%
Widmann Financial Services, Inc.	17.29K	Mar 31, 26	+62	0.01%
NewEdge Wealth, LLC	17.17K	Mar 31, 26	+170	0.01%
BOOTHBAY FUND MANAGEMENT, LLC	17.16K	Mar 31, 26	+17.16K	0.01%
Creative Planning	17.15K	Mar 31, 26	+2.56K	0.01%
Ellis Investment Partners, LLC	17.01K	Mar 31, 26	+17.01K	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	16.92K	Mar 31, 26	--	0.01%
SAGE PRIVATE WEALTH GROUP, LLC	16.79K	Mar 31, 26	--	0.01%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	15.97K	Mar 31, 26	--	0.01%
WEST CHESTER CAPITAL ADVISORS, INC	15.50K	Mar 31, 26	--	0.01%
Marex Group plc	15.50K	Mar 31, 26	+3.71K	0.01%
LEE JOHNSON CAPITAL MANAGEMENT, LLC	15.09K	Mar 31, 26	+173	0.01%
RMB Capital Management, LLC	15.00K	Mar 31, 26	--	0.01%
Fort Point Capital Partners LLC	14.67K	Mar 31, 26	+14.67K	0.01%
Maridea Wealth Management LLC	14.59K	Mar 31, 26	+2.48K	0.01%
SFMG, LLC	13.96K	Mar 31, 26	+1.25K	0.01%
FIRST TRUST ADVISORS LP	13.84K	Mar 31, 26	+508	0.01%
Virtu Financial LLC	13.81K	Mar 31, 26	-130.69K	0.01%
Institute for Wealth Management, LLC.	13.80K	Mar 31, 26	--	0.01%
Plan Group Financial, LLC	13.41K	Mar 31, 26	--	0.01%
EP Wealth Advisors, LLC	13.01K	Mar 31, 26	+13.01K	0.01%
WESBANCO BANK INC	12.80K	Mar 31, 26	--	0.01%
US BANCORP \DE\	12.75K	Mar 31, 26	--	0.01%
Keystone Wealth Services, LLC	12.65K	Mar 31, 26	--	0.01%
Icon Wealth Advisors, LLC	12.25K	Mar 31, 26	--	0.01%
Canal Capital Management, LLC	12.20K	Mar 31, 26	+12.20K	0.01%
CHOREO, LLC	11.42K	Mar 31, 26	-29.63K	0.00%
Pathway Financial Advisers, LLC	11.05K	Mar 31, 26	+127	0.00%
AlphaCore Capital LLC	10.99K	Mar 31, 26	+10.99K	0.00%
Cresset Asset Management, LLC	10.75K	Mar 31, 26	-1.95K	0.00%
Strategic Advisors LLC	10.59K	Mar 31, 26	--	0.00%
Carson Advisory Inc.	10.12K	Mar 31, 26	--	0.00%
Gateway Wealth Partners, LLC	10.00K	Mar 31, 26	+10.00K	0.00%
Adviser Investments LLC	10.00K	Mar 31, 26	--	0.00%
SILVER OAK SECURITIES, INCORPORATED	9.88K	Mar 31, 26	+1.08K	0.00%
DELTA ASSET MANAGEMENT LLC/TN	9.00K	Mar 31, 26	--	0.00%
Mechanics Financial Corp	8.50K	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	8.02K	Mar 31, 26	+3.09K	0.00%
CULLEN/FROST BANKERS, INC.	6.04K	Mar 31, 26	+6.04K	0.00%
Chung Wu Investment Group, LLC	6.00K	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	5.86K	Mar 31, 26	-520	0.00%
Capital Analysts, LLC	3.50K	Mar 31, 26	+40	0.00%
PRIVATE TRUST CO NA	3.25K	Mar 31, 26	-1.78K	0.00%
Lloyd Advisory Services, LLC.	3.11K	Mar 31, 26	+3.11K	0.00%
Kingdom Financial Group LLC.	3.11K	Mar 31, 26	-548	0.00%
Atlantic Union Bankshares Corp	3.04K	Mar 31, 26	--	0.00%
Minot DeBlois Advisors LLC	3.00K	Mar 31, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	2.63K	Mar 31, 26	--	0.00%
N.E.W. Advisory Services LLC	2.52K	Mar 31, 26	+29	0.00%
Hurley Capital, LLC	2.40K	Mar 31, 26	--	0.00%
Osbon Capital Management LLC	2.34K	Mar 31, 26	+2.34K	0.00%
HARBOUR INVESTMENTS, INC.	2.21K	Mar 31, 26	+10	0.00%
NBT BANK N A /NY	1.88K	Mar 31, 26	-410	0.00%
AMERIFLEX GROUP, INC.	1.80K	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.61K	Mar 31, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	1.53K	Mar 31, 26	-4.34K	0.00%
ORG Wealth Partners, LLC	1.47K	Mar 31, 26	--	0.00%
OLD POINT TRUST & FINANCIAL SERVICES N A	1.45K	Mar 31, 26	--	0.00%
Hartford Financial Management Inc.	1.18K	Mar 31, 26	--	0.00%
Penserra Capital Management LLC	1.11K	Mar 31, 26	+1.11K	0.00%
Annis Gardner Whiting Capital Advisors, LLC	1.09K	Mar 31, 26	+1.09K	0.00%
Parallel Advisors, LLC	1.07K	Mar 31, 26	--	0.00%
Hanson & Doremus Investment Management	1.03K	Mar 31, 26	+1.03K	0.00%
MATHER GROUP, LLC.	1.02K	Mar 31, 26	+1.02K	0.00%
MOTCO	675	Mar 31, 26	--	0.00%
BlackRock, Inc.	463	Mar 31, 26	+463	0.00%
ASSETMARK, INC	436	Mar 31, 26	-17	0.00%
Federation des caisses Desjardins du Quebec	430	Mar 31, 26	--	0.00%
WPG Advisers, LLC	425	Mar 31, 26	-1.20K	0.00%
First Command Advisory Services, Inc.	349	Mar 31, 26	--	0.00%
JPL Wealth Management, LLC	296	Mar 31, 26	+296	0.00%
Millstone Evans Group, LLC	218	Mar 31, 26	--	0.00%
Addison Advisors LLC	56	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	21	Mar 31, 26	-1.72K	0.00%
Fourth Dimension Wealth, LLC	8	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	--	Mar 31, 26	-11.22K	--
ROBINSON CAPITAL MANAGEMENT, LLC	--	Mar 31, 26	-187.25K	--
TCTC Holdings, LLC	--	Mar 31, 26	-6.83K	--
SMH CAPITAL ADVISORS INC	--	Mar 31, 26	-12.12K	--
TIAA TRUST, NATIONAL ASSOCIATION	--	Mar 31, 26	-27.59K	--
MML INVESTORS SERVICES, LLC	--	Mar 31, 26	-10.28K	--
Janney Montgomery Scott LLC	--	Mar 31, 26	-339.68K	--
Crescent Grove Advisors, LLC	--	Mar 31, 26	-31.73K	--
MONTAG A & ASSOCIATES INC	--	Mar 31, 26	-1.14K	--
Larson Financial Group LLC	--	Mar 31, 26	-1	--
GeoWealth Management, LLC	--	Mar 31, 26	-36.81K	--
U.S. Capital Wealth Advisors, LLC	--	Mar 31, 26	-49.16K	--
DV Trading LLC	--	Mar 31, 26	-521	--
BEACON INVESTMENT ADVISORS LLC	--	Mar 31, 26	-10.31K	--
Caitlin John, LLC	--	Mar 31, 26	-600	--
Occidental Asset Management, LLC	--	Mar 31, 26	-10.26K	--
Dakota Wealth Management	--	Mar 31, 26	-19.05K	--
Texas Bank & Trust Co	--	Mar 31, 26	-10.84K	--
Asset Dedication, LLC	--	Mar 31, 26	-500	--
StoneX Group Inc.	--	Mar 31, 26	-268.50K	--
Concord Wealth Partners	--	Mar 31, 26	-468	--
Summa Corp.	--	Mar 31, 26	-16.90K	--
BOK Financial Private Wealth, Inc.	--	Mar 31, 26	-20	--
Second Line Capital, LLC	--	Mar 31, 26	-11.22K	--
COMERICA BANK	59.06K	Dec 31, 25	+15.66K	0.03%
Global Retirement Partners, LLC	37.86K	Dec 31, 25	+35.85K	0.02%
CIBC Private Wealth Group, LLC	795	Dec 31, 25	--	0.00%
Main Street Financial Solutions, LLC	--	Dec 31, 25	-33.41K	--
LM Advisors LLC	--	Dec 31, 25	-305.36K	--
WETHERBY ASSET MANAGEMENT INC	10.50K	Sep 30, 25	+10.50K	0.00%
FSA Wealth Management LLC	3.00K	Sep 30, 25	--	0.00%
Lowe Wealth Advisors, LLC	2.17K	Sep 30, 25	--	0.00%
Hemington Wealth Management	1.09K	Sep 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	10.91K	Jun 30, 25	+134	0.00%
CAROLINAS WEALTH CONSULTING LLC	18.00K	Mar 31, 25	+18.00K	0.01%
Sheaff Brock Investment Advisors, LLC	13.18K	Mar 31, 25	--	0.01%
Sandy Spring Bank	4.00K	Mar 31, 25	+963	0.00%
Transform Wealth, LLC	--	Mar 31, 25	-29.58K	--
Maiden Cove Capital, LLC	42.30K	Dec 31, 24	+15.43K	0.02%
WINTRUST INVESTMENTS LLC	1.50K	Dec 31, 24	-200	0.00%
Raymond James Financial Services Advisors, Inc.	1.03M	Sep 30, 24	+265.56K	0.44%
RAYMOND JAMES & ASSOCIATES	612.11K	Sep 30, 24	+41.66K	0.26%
RAYMOND JAMES TRUST N.A.	24.30K	Sep 30, 24	-6.60K	0.01%
Carmichael Hill & Associates, Inc.	21.94K	Sep 30, 24	--	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	30.30K	Jun 30, 24	--	0.01%
Relative Value Partners Group, LLC	--	Jun 30, 24	-42.11K	--
ICA Group Wealth Management, LLC	--	Jun 30, 24	-2.10K	--
Cetera Advisor Networks LLC	259.04K	Mar 31, 24	+7.90K	0.11%
Cetera Advisors LLC	20.85K	Mar 31, 24	+4.70K	0.01%
Highlander Capital Management, LLC	3.04K	Mar 31, 24	--	0.00%
Crestone Asset Management LLC	--	Mar 31, 24	-25.59K	--
Bridgecreek Investment Management, LLC	15.00K	Dec 31, 23	--	0.01%
StrategIQ Financial Group, LLC	11.55K	Dec 31, 23	-800	0.00%
Baystate Wealth Management LLC	2.52K	Dec 31, 23	+2.52K	0.00%
ADVISOR PARTNERS II, LLC	342.59K	Sep 30, 23	+342.59K	0.15%
GOODWIN DANIEL L	124.24K	Sep 30, 23	-661	0.05%
BEDEL FINANCIAL CONSULTING INC	14.89K	Sep 30, 23	+14.89K	0.01%
Wealth Management Solutions, LLC	13.51K	Sep 30, 23	--	0.01%
Johnson Midwest Financial, LLC	4.00K	Sep 30, 23	+11	0.00%
LEO BROKERAGE, LLC	123.30K	Jun 30, 23	+5.22K	0.05%
TIAA, FSB	10.90K	Jun 30, 23	--	0.00%
Kistler-Tiffany Companies, LLC	3.95K	Jun 30, 23	+2.25K	0.00%
BDO Wealth Advisors, LLC	--	Jun 30, 23	-2.76K	--
Ahrens Investment Partners LLC	8.10K	Mar 31, 23	+8.10K	0.00%
American Portfolios Advisors	24.17K	Sep 30, 22	+251	0.01%
Maryland Capital Management	13.85K	Sep 30, 22	-1.00K	0.01%
Doyle Wealth Management	10.64K	Sep 30, 22	--	0.00%
Surevest, LLC	1.62K	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-5.64K	--
EXANE DERIVATIVES	2.37K	Jun 30, 22	--	0.00%
Cordasco Financial Network	301	Jun 30, 22	--	0.00%
BAR HARBOR TRUST SERVICES	--	Jun 30, 22	--	--
B. Riley Wealth Management, Inc.	--	Jun 30, 22	-21.09K	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	3.59M	Mar 31, 22	+90.45K	1.54%
BREITER CAPITAL MANAGEMENT INC	28.00K	Mar 31, 22	--	0.01%
Meristem Family Wealth, LLC	16.05K	Mar 31, 22	-2.00K	0.01%
6 Meridian	188.42K	Dec 31, 21	-20.22K	0.08%
Carroll Financial Associates, Inc.	49.95K	Dec 31, 21	+49.95K	0.02%
Crescent Capital Consulting, LLC	1.41K	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	114	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	35.45K	Sep 30, 21	+1.81K	0.02%
Sonora Investment Management, LLC	10.86K	Sep 30, 21	--	0.00%
USCA RIA LLC	138.68K	Jun 30, 21	+14.07K	0.06%
Allegiant Private Advisors, LLC	113.55K	Jun 30, 21	--	0.05%
ARS Wealth Advisors, LLC	--	Jun 30, 21	-11.05K	--
Reby Advisors, LLC	3.33K	Dec 31, 20	+3.33K	0.00%
First Allied Advisory Services, Inc.	18.55K	Sep 30, 20	+6.98K	0.01%
Huber Financial Advisors, LLC	178.90K	Mar 31, 20	--	0.08%
Advisor Group, Inc.	257.10K	Dec 31, 19	+22.78K	0.11%
LADENBURG THALMANN FINANCIAL SERVICES INC.	124.70K	Dec 31, 19	-3.03K	0.05%
BB&T SECURITIES, LLC	29.34K	Sep 30, 19	-1.77K	0.01%
RELIANCE TRUST CO OF DELAWARE	17.11K	Mar 31, 19	--	0.01%
HL FINANCIAL SERVICES LLC	13.22K	Mar 31, 19	+13.22K	0.01%
NORTHERN CAPITAL MANAGEMENT LLC	140.33K	Dec 31, 18	-41.75K	0.06%
Horizon Kinetics LLC	112.24K	Dec 31, 18	--	0.05%
PT ASSET MANAGEMENT, LLC	183.53K	Sep 30, 18	--	0.08%
Hefty Wealth Partners	--	Mar 31, 18	-102	--
Yellowstone Partners, LLC	28.39K	Dec 31, 17	-23.60K	0.01%
NATIONAL PLANNING CORP	--	Dec 31, 17	-163.62K	--
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-32.54K	--
Commonwealth Equity Services, Inc	130.56K	Jun 30, 17	+2.34K	0.06%
TFS CAPITAL LLC	--	Jun 30, 17	-12.16K	--
Integrated Wealth Management	13.66K	Mar 31, 17	--	0.01%
LBA Wealth Management, LLC	140	Mar 31, 17	--	0.00%
MSI Financial Services Inc	37.20K	Dec 31, 16	-1.26K	0.02%
KANALY TRUST CO	2.01K	Dec 31, 16	--	0.00%
Pinnacle Summer Investments, Inc.	8.27K	Dec 31, 15	+6.51K	0.00%
STANCORP INVESTMENT ADVISERS INC	792	Mar 31, 15	--	0.00%
UBS AG	102.95K	Sep 30, 14	-2.21K	0.04%
STIFEL NICOLAUS & CO INC \MO\	40.65K	Sep 30, 13	+2.55K	0.02%
First Allied Securities, Inc.	22.02K	Jun 30, 12	-200	0.01%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	660.24K	Jun 30, 10	+20.71K	0.28%
GLENS FALLS NATIONAL BANK & TRUST CO /NY	1.17K	Sep 30, 07	+1.17K	0.00%
RBC Capital Markets, LLC	2.75K	Mar 31, 01	+2.75K	0.00%

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Holder

Date

Change

% Held

Hennion & Walsh Asset Management, Inc.

1.37M

Jun 30, 26

+445.35K

0.59%

Congress Park Capital LLC

618.50K

Jun 30, 26

+17.50K

0.26%

Melone Private Wealth, LLC

569.50K

Jun 30, 26

+166.96K

0.24%

Sightline Wealth Advisors, LLC

213.89K

Jun 30, 26

+12.39K

0.09%

Breakwater Capital Group

125.40K

Jun 30, 26

+2.23K

0.05%

Prospera Financial Services Inc

122.29K

Jun 30, 26

-3.50K

0.05%

JFS WEALTH ADVISORS, LLC

118.72K

Jun 30, 26

+84

0.05%

XML Financial, LLC

106.18K

Jun 30, 26

-26.96K

0.05%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

103.14K

Jun 30, 26

0.04%

BENJAMIN EDWARDS INC

80.25K

Jun 30, 26

+5.84K

0.03%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

69.72K

Jun 30, 26

-15.50K

0.03%

Wealth Alliance Advisory Group, LLC

67.83K

Jun 30, 26

+7.21K

0.03%

RFG Advisory, LLC

52.50K

Jun 30, 26

+2.55K

0.02%

Spire Wealth Management

49.55K

Jun 30, 26

+7.50K

0.02%

Coastal Investment Advisors, Inc.

48.90K

Jun 30, 26

0.02%

Farther Finance Advisors, LLC

47.87K

Jun 30, 26

-1.29K

0.02%

CoreCap Advisors, LLC

47.79K

Jun 30, 26

+355

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

44.47K

Jun 30, 26

+12.85K

0.02%

BNC WEALTH MANAGEMENT, LLC

44.37K

Jun 30, 26

0.02%

Worth Asset Management, LLC

42.66K

Jun 30, 26

+42.66K

0.02%

Sunpointe, LLC

41.30K

Jun 30, 26

-20

0.02%

PFG Investments, LLC

37.80K

Jun 30, 26

+102

0.02%

RAMSEY QUANTITATIVE SYSTEMS

36.00K

Jun 30, 26

+36.00K

0.02%

Fortitude Advisory Group L.L.C.

35.59K

Jun 30, 26

+1.62K

0.02%

D.A. DAVIDSON & CO.

30.09K

Jun 30, 26

0.01%

Indiana Trust & Investment Management CO

29.00K

Jun 30, 26

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

28.51K

Jun 30, 26

+206

0.01%

Envestnet Portfolio Solutions, Inc.

27.49K

Jun 30, 26

+27.49K

0.01%

Wealth Management Associates, Inc.

25.03K

Jun 30, 26

0.01%

MELFA WEALTH MANAGEMENT, LLC

24.46K

Jun 30, 26

-13.94K

0.01%

IFP Advisors, Inc

24.32K

Jun 30, 26

-34.23K

0.01%

Clark Asset Management, LLC

24.01K

Jun 30, 26

+8.00K

0.01%

Canvas Wealth Advisors, LLC

22.53K

Jun 30, 26

+401

0.01%

Uptown Financial Advisors LLC

21.93K

Jun 30, 26

-8.41K

0.01%

PEDDOCK CAPITAL ADVISORS, LLC

20.62K

Jun 30, 26

0.01%

Wealthcare Advisory Partners LLC

20.34K

Jun 30, 26

0.01%

CARY STREET PARTNERS FINANCIAL LLC

19.65K

Jun 30, 26

-1.30K

0.01%

David J Yvars Group

19.30K

Jun 30, 26

+2.20K

0.01%

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC

18.64K

Jun 30, 26

0.01%

Barry Investment Advisors, LLC

18.21K

Jun 30, 26

0.01%

Ferguson Shapiro LLC

18.20K

Jun 30, 26

+324

0.01%

Archford Capital Strategies, LLC

16.60K

Jun 30, 26

0.01%

B. Riley Wealth Advisors, Inc.

15.96K

Jun 30, 26

+2.37K

0.01%

Sowell Financial Services LLC

15.88K

Jun 30, 26

-4.84K

0.01%

Altus Wealth Group LLC

15.83K

Jun 30, 26

0.01%

Diligent Investors, LLC

15.81K

Jun 30, 26

+75

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

15.61K

Jun 30, 26

+127

0.01%

Fruth Investment Management

15.49K

Jun 30, 26

0.01%

Carlton Hofferkamp & Jenks Wealth Management, LLC

15.00K

Jun 30, 26

0.01%

BAR HARBOR WEALTH MANAGEMENT

13.03K

Jun 30, 26

0.01%

Camelot Portfolios, LLC

12.91K

Jun 30, 26

-811

0.01%

DAVENPORT & Co LLC

12.74K

Jun 30, 26

+12.74K

0.01%

VisionPoint Advisory Group, LLC

12.73K

Jun 30, 26

+120

0.01%

Merit Financial Group, LLC

12.09K

Jun 30, 26

-3.36K

0.01%

Apollon Wealth Management, LLC

11.68K

Jun 30, 26

-370

0.01%

Essex Savings Bank

11.09K

Jun 30, 26

0.00%

VSM Wealth Advisory, LLC

10.63K

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

10.29K

Jun 30, 26

0.00%

Ramiah Investment Group

10.22K

Jun 30, 26

+10.22K

0.00%

NBC SECURITIES, INC.

10.04K

Jun 30, 26

0.00%

Noble Wealth Management PBC

9.84K

Jun 30, 26

+139

0.00%

Founders Capital Management

5.90K

Jun 30, 26

+900

0.00%

FINANCIAL CONSULATE, INC

5.33K

Jun 30, 26

0.00%

Community Financial Services Group, LLC

2.98K

Jun 30, 26

0.00%

Tradewinds Capital Management, LLC

2.48K

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

2.18K

Jun 30, 26

0.00%

FNY Investment Advisers, LLC

1.80K

Jun 30, 26

0.00%

Financial Management Professionals, Inc.

1.73K

Jun 30, 26

+635

0.00%

WEBSTER BANK, N. A.

1.69K

Jun 30, 26

0.00%

EASTERN BANK

1.55K

Jun 30, 26

0.00%

Trust Co

1.47K

Jun 30, 26

0.00%

Hartford Financial Management Inc.

1.18K

Jun 30, 26

0.00%

TFC Financial Management, Inc.

1.02K

Jun 30, 26

0.00%

CX Institutional

1.00K

Jun 30, 26

0.00%

Aspect Partners, LLC

941

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

700

Jun 30, 26

+700

0.00%

ADIRONDACK TRUST CO

669

Jun 30, 26

0.00%

Mascoma Wealth Management LLC

419

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

400

Jun 30, 26

0.00%

SOA Wealth Advisors, LLC.

393

Jun 30, 26

0.00%

Darwin Wealth Management, LLC

308

Jun 30, 26

0.00%

FIRST HORIZON CORP

183

Jun 30, 26

+183

0.00%

Sound Income Strategies, LLC

Jun 30, 26

-14.41K

Key FInancial Inc

Jun 30, 26

-12.54K

Oakworth Capital, Inc.

Jun 30, 26

-4.00K

Patriot Financial Group Insurance Agency, LLC

Jun 30, 26

-10.00K

KENNICOTT CAPITAL MANAGEMENT LLC

Jun 30, 26

-10.42K

Global Wealth Strategies & Associates

Jun 30, 26

-3.95K

MORGAN STANLEY

6.64M

Mar 31, 26

-542.78K

2.84%

UBS Group AG

3.19M

Mar 31, 26

-354.08K

1.37%

GUGGENHEIM CAPITAL LLC

3.07M

Mar 31, 26

+495.63K

1.31%

RAYMOND JAMES FINANCIAL INC

2.63M

Mar 31, 26

-4.01K

1.13%

BANK OF AMERICA CORP /DE/

2.52M

Mar 31, 26

-121.67K

1.08%

WELLS FARGO & COMPANY/MN

2.50M

Mar 31, 26

+55.20K

1.07%

McGowan Group Asset Management, Inc.

1.38M

Mar 31, 26

+17.70K

0.59%

AMERIPRISE FINANCIAL INC

1.23M

Mar 31, 26

+201.38K

0.53%

LPL Financial LLC

1.22M

Mar 31, 26

+269.27K

0.52%

VAN ECK ASSOCIATES CORP

1.11M

Mar 31, 26

-65.69K

0.48%

ROYAL BANK OF CANADA

962.55K

Mar 31, 26

+62.64K

0.41%

Cornerstone Advisory, LLC

847.43K

Mar 31, 26

-31.03K

0.36%

Eagle Bluffs Wealth Management LLC

741.69K

Mar 31, 26

+52.34K

0.32%

STIFEL FINANCIAL CORP

730.59K

Mar 31, 26

+35.83K

0.31%

Cetera Investment Advisers

675.75K

Mar 31, 26

+28.59K

0.29%

Advisors Asset Management, Inc.

491.54K

Mar 31, 26

-19.81K

0.21%

GFS Advisors, LLC

482.72K

Mar 31, 26

-850

0.21%

COMMONWEALTH EQUITY SERVICES, LLC

419.70K

Mar 31, 26

-25.43K

0.18%

DEUTSCHE BANK AG\

416.38K

Mar 31, 26

0.18%

NewEdge Advisors, LLC

387.63K

Mar 31, 26

+15.80K

0.17%

ADVISOR GROUP HOLDINGS, INC.

369.61K

Mar 31, 26

+41.06K

0.16%

COHEN & STEERS, INC.

327.12K

Mar 31, 26

-5.00K

0.14%

Capital Investment Advisors, LLC

307.90K

Mar 31, 26

-20.93K

0.13%

Allianz Asset Management GmbH

300.65K

Mar 31, 26

0.13%

Palogic Value Management, L.P.

300.41K

Mar 31, 26

+24.77K

0.13%

Bramshill Investments, LLC

297.00K

Mar 31, 26

-2.25M

0.13%

Cambridge Investment Research Advisors, Inc.

242.84K

Mar 31, 26

+4.99K

0.10%

Resources Investment Advisors, LLC.

233.58K

Mar 31, 26

+22.98K

0.10%

SIT INVESTMENT ASSOCIATES INC

231.85K

Mar 31, 26

-13.25K

0.10%

Fiera Capital Corp

221.62K

Mar 31, 26

+221.62K

0.09%

Cerity Partners LLC

210.86K

Mar 31, 26

-7.82K

0.09%

Invesco Ltd.

206.99K

Mar 31, 26

-11.83K

0.09%

GILL CAPITAL PARTNERS, LLC

198.57K

Mar 31, 26

0.09%

Steward Partners Investment Advisory, LLC

191.25K

Mar 31, 26

-4.26K

0.08%

AE Wealth Management LLC

191.14K

Mar 31, 26

+82.66K

0.08%

Kestra Advisory Services, LLC

186.83K

Mar 31, 26

+7.94K

0.08%

JANE STREET GROUP, LLC

186.59K

Mar 31, 26

-70.63K

0.08%

Savant Capital, LLC

183.33K

Mar 31, 26

0.08%

Mutual Advisors, LLC

178.54K

Mar 31, 26

+909

0.08%

Wakefield Asset Management LLLP

173.67K

Mar 31, 26

+13.85K

0.07%

HORIZON KINETICS ASSET MANAGEMENT LLC

162.42K

Mar 31, 26

+446

0.07%

Sanctuary Advisors, LLC

159.23K

Mar 31, 26

-1.98K

0.07%

Rockefeller Capital Management L.P.

156.58K

Mar 31, 26

-28.21K

0.07%

Tyche Wealth Partners LLC

152.79K

Mar 31, 26

-88.94K

0.07%

IBEX WEALTH ADVISORS

127.68K

Mar 31, 26

-4.61K

0.05%

Kuhn & Co Investment Counsel

124.81K

Mar 31, 26

+24.90K

0.05%

Modern Wealth Management, LLC

124.37K

Mar 31, 26

-14.10K

0.05%

Stratos Wealth Partners, LTD.

118.90K

Mar 31, 26

+8.38K

0.05%

Wealth Advisors of Tampa Bay, LLC

115.42K

Mar 31, 26

0.05%

Baird Financial Group, Inc.

111.98K

Mar 31, 26

-12.03K

0.05%

CURA WEALTH ADVISORS, LLC

110.00K

Mar 31, 26

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

105.55K

Mar 31, 26

+10.97K

0.05%

Everstar Asset Management, LLC

100.17K

Mar 31, 26

+100.17K

0.04%

KIM, LLC

100.00K

Mar 31, 26

0.04%

Summit Trail Advisors, LLC

96.37K

Mar 31, 26

+96.37K

0.04%

Summit Financial, LLC

93.88K

Mar 31, 26

+4.68K

0.04%

Kercheville Advisors, LLC

92.30K

Mar 31, 26

-405

0.04%

HighTower Advisors, LLC

88.37K

Mar 31, 26

-376.03K

0.04%

OPPENHEIMER & CO INC

84.89K

Mar 31, 26

-283

0.04%

PNC FINANCIAL SERVICES GROUP, INC.

83.92K

Mar 31, 26

0.04%

SILVERLAKE WEALTH MANAGEMENT LLC

79.64K

Mar 31, 26

+464

0.03%

CI Private Wealth, LLC

76.68K

Mar 31, 26

+37.28K

0.03%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

74.94K

Mar 31, 26

-3.83K

0.03%

XTX Topco Ltd

74.34K

Mar 31, 26

+27.86K

0.03%

SMITH, MOORE & CO.

74.22K

Mar 31, 26

-43.75K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

67.03K

Mar 31, 26

+6.07K

0.03%

MSH Capital Advisors LLC

66.95K

Mar 31, 26

0.03%

Concurrent Investment Advisors, LLC

65.66K

Mar 31, 26

+14.58K

0.03%

Koshinski Asset Management, Inc.

63.04K

Mar 31, 26

0.03%

Colony Group, LLC

57.66K

Mar 31, 26

-2.88K

0.02%

CFM WEALTH PARTNERS LLC

57.14K

Mar 31, 26

0.02%

MAI Capital Management

53.41K

Mar 31, 26

-1.06K

0.02%

Concorde Asset Management, LLC

51.62K

Mar 31, 26

-10.47K

0.02%

ORLEANS CAPITAL MANAGEMENT CORP/LA

49.95K

Mar 31, 26

0.02%

FIFTH THIRD BANCORP

49.43K

Mar 31, 26

+39.87K

0.02%

Bank of New York Mellon Corp

43.27K

Mar 31, 26

+8.27K

0.02%

Private Advisor Group, LLC

41.16K

Mar 31, 26

-965

0.02%

Moors & Cabot, Inc.

41.01K

Mar 31, 26

+13.64K

0.02%

Brick & Kyle, Associates

40.77K

Mar 31, 26

+40.77K

0.02%

Claro Advisors LLC

40.75K

Mar 31, 26

0.02%

TCG Advisory Services, LLC

40.45K

Mar 31, 26

+18.90K

0.02%

Quantinno Capital Management LP

38.81K

Mar 31, 26

+38.81K

0.02%

MELFA WEALTH MANAGEMENT, LLC

38.41K

Mar 31, 26

+22

0.02%

CAPTRUST FINANCIAL ADVISORS

37.25K

Mar 31, 26

-52

0.02%

ENVESTNET ASSET MANAGEMENT INC

36.62K

Mar 31, 26

-606

0.02%

Snowden Capital Advisors LLC

35.05K

Mar 31, 26

+660

0.02%

Advisory Services Network, LLC

34.11K

Mar 31, 26

-28.98K

0.01%

TRUIST FINANCIAL CORP

32.17K

Mar 31, 26

-449

0.01%

CWM, LLC

32.13K

Mar 31, 26

-480

0.01%

Summit Financial Consulting LLC

31.61K

Mar 31, 26

0.01%

Gould Capital, LLC

28.69K

Mar 31, 26

-685

0.01%

Mariner, LLC

28.59K

Mar 31, 26

-9.41K

0.01%

NOMURA HOLDINGS INC

28.00K

Mar 31, 26

+28.00K

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

27.94K

Mar 31, 26

+27.94K

0.01%

Chicago Partners Investment Group LLC

27.47K

Mar 31, 26

-918

0.01%

INSIGNEO ADVISORY SERVICES, LLC

26.32K

Mar 31, 26

+12.36K

0.01%

DUNCKER STREETT & CO INC

25.64K

Mar 31, 26

0.01%

Integrated Wealth Concepts LLC

25.24K

Mar 31, 26

+530

0.01%

JOURNEY STRATEGIC WEALTH LLC

23.89K

Mar 31, 26

-3.16K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

23.80K

Mar 31, 26

+7.53K

0.01%

Pensionmark Financial Group, LLC

22.61K

Mar 31, 26

-5.70K

0.01%

Compass Financial Group, INC/SD

22.41K

Mar 31, 26

+74

0.01%

Belpointe Asset Management LLC

21.94K

Mar 31, 26

0.01%

SCOTIA CAPITAL INC.

21.50K

Mar 31, 26

0.01%

KING LUTHER CAPITAL MANAGEMENT CORP

21.45K

Mar 31, 26

+780

0.01%

Clearstead Advisors, LLC

20.00K

Mar 31, 26

0.01%

BROWN ADVISORY INC

19.86K

Mar 31, 26

-2.98K

0.01%

Arkos Global Advisors

19.67K

Mar 31, 26

-3.50K

0.01%

IHT Wealth Management, LLC

19.34K

Mar 31, 26

+4.64K

0.01%

HOLLENCREST CAPITAL MANAGEMENT

19.22K

Mar 31, 26

-300

0.01%

Private Wealth Asset Management, LLC

19.14K

Mar 31, 26

+330

0.01%

Clear Creek Financial Management, LLC

19.10K

Mar 31, 26

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

18.95K

Mar 31, 26

-674

0.01%

Avestar Capital, LLC

18.50K

Mar 31, 26

+18.50K

0.01%

Allworth Financial LP

18.42K

Mar 31, 26

0.01%

Ashton Thomas Private Wealth, LLC

18.40K

Mar 31, 26

+5.40K

0.01%

SEGALL BRYANT & HAMILL, LLC

18.05K

Mar 31, 26

+18.05K

0.01%

Great Lakes Retirement, Inc.

17.90K

Mar 31, 26

0.01%

Widmann Financial Services, Inc.

17.29K

Mar 31, 26

+62

0.01%

NewEdge Wealth, LLC

17.17K

Mar 31, 26

+170

0.01%

BOOTHBAY FUND MANAGEMENT, LLC

17.16K

Mar 31, 26

+17.16K

0.01%

Creative Planning

17.15K

Mar 31, 26

+2.56K

0.01%

Ellis Investment Partners, LLC

17.01K

Mar 31, 26

+17.01K

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

16.92K

Mar 31, 26

0.01%

SAGE PRIVATE WEALTH GROUP, LLC

16.79K

Mar 31, 26

0.01%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

15.97K

Mar 31, 26

0.01%

WEST CHESTER CAPITAL ADVISORS, INC

15.50K

Mar 31, 26

0.01%

Marex Group plc

15.50K

Mar 31, 26

+3.71K

0.01%

LEE JOHNSON CAPITAL MANAGEMENT, LLC

15.09K

Mar 31, 26

+173

0.01%

RMB Capital Management, LLC

15.00K

Mar 31, 26

0.01%

Fort Point Capital Partners LLC

14.67K

Mar 31, 26

+14.67K

0.01%

Maridea Wealth Management LLC

14.59K

Mar 31, 26

+2.48K

0.01%

SFMG, LLC

13.96K

Mar 31, 26

+1.25K

0.01%

FIRST TRUST ADVISORS LP

13.84K

Mar 31, 26

+508

0.01%

Virtu Financial LLC

13.81K

Mar 31, 26

-130.69K

0.01%

Institute for Wealth Management, LLC.

13.80K

Mar 31, 26

0.01%

Plan Group Financial, LLC

13.41K

Mar 31, 26

0.01%

EP Wealth Advisors, LLC

13.01K

Mar 31, 26

+13.01K

0.01%

WESBANCO BANK INC

12.80K

Mar 31, 26

0.01%

US BANCORP \DE\

12.75K

Mar 31, 26

0.01%

Keystone Wealth Services, LLC

12.65K

Mar 31, 26

0.01%

Icon Wealth Advisors, LLC

12.25K

Mar 31, 26

0.01%

Canal Capital Management, LLC

12.20K

Mar 31, 26

+12.20K

0.01%

CHOREO, LLC

11.42K

Mar 31, 26

-29.63K

0.00%

Pathway Financial Advisers, LLC

11.05K

Mar 31, 26

+127

0.00%

AlphaCore Capital LLC

10.99K

Mar 31, 26

+10.99K

0.00%

Cresset Asset Management, LLC

10.75K

Mar 31, 26

-1.95K

0.00%

Strategic Advisors LLC

10.59K

Mar 31, 26

0.00%

Carson Advisory Inc.

10.12K

Mar 31, 26

0.00%

Gateway Wealth Partners, LLC

10.00K

Mar 31, 26

+10.00K

0.00%

Adviser Investments LLC

10.00K

Mar 31, 26

0.00%

SILVER OAK SECURITIES, INCORPORATED

9.88K

Mar 31, 26

+1.08K

0.00%

DELTA ASSET MANAGEMENT LLC/TN

9.00K

Mar 31, 26

0.00%

Mechanics Financial Corp

8.50K

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

8.02K

Mar 31, 26

+3.09K

0.00%

CULLEN/FROST BANKERS, INC.

6.04K

Mar 31, 26

+6.04K

0.00%

Chung Wu Investment Group, LLC

6.00K

Mar 31, 26

0.00%

Ancora Advisors, LLC

5.86K

Mar 31, 26

-520

0.00%

Capital Analysts, LLC

3.50K

Mar 31, 26

+40

0.00%

PRIVATE TRUST CO NA

3.25K

Mar 31, 26

-1.78K

0.00%

Lloyd Advisory Services, LLC.

3.11K

Mar 31, 26

+3.11K

0.00%

Kingdom Financial Group LLC.

3.11K

Mar 31, 26

-548

0.00%

Atlantic Union Bankshares Corp

3.04K

Mar 31, 26

0.00%

Minot DeBlois Advisors LLC

3.00K

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

2.63K

Mar 31, 26

0.00%

N.E.W. Advisory Services LLC

2.52K

Mar 31, 26

+29

0.00%

Hurley Capital, LLC

2.40K

Mar 31, 26

0.00%

Osbon Capital Management LLC

2.34K

Mar 31, 26

+2.34K

0.00%

HARBOUR INVESTMENTS, INC.

2.21K

Mar 31, 26

+10

0.00%

NBT BANK N A /NY

1.88K

Mar 31, 26

-410

0.00%

AMERIFLEX GROUP, INC.

1.80K

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.61K

Mar 31, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

1.53K

Mar 31, 26

-4.34K

0.00%

ORG Wealth Partners, LLC

1.47K

Mar 31, 26

0.00%

OLD POINT TRUST & FINANCIAL SERVICES N A

1.45K

Mar 31, 26

0.00%

Hartford Financial Management Inc.

1.18K

Mar 31, 26

0.00%

Penserra Capital Management LLC

1.11K

Mar 31, 26

+1.11K

0.00%

Annis Gardner Whiting Capital Advisors, LLC

1.09K

Mar 31, 26

+1.09K

0.00%

Parallel Advisors, LLC

1.07K

Mar 31, 26

0.00%

Hanson & Doremus Investment Management

1.03K

Mar 31, 26

+1.03K

0.00%

MATHER GROUP, LLC.

1.02K

Mar 31, 26

+1.02K

0.00%

MOTCO

675

Mar 31, 26

0.00%

BlackRock, Inc.

463

Mar 31, 26

+463

0.00%

ASSETMARK, INC

436

Mar 31, 26

-17

0.00%

Federation des caisses Desjardins du Quebec

430

Mar 31, 26

0.00%

WPG Advisers, LLC

425

Mar 31, 26

-1.20K

0.00%

First Command Advisory Services, Inc.

349

Mar 31, 26

0.00%

JPL Wealth Management, LLC

296

Mar 31, 26

+296

0.00%

Millstone Evans Group, LLC

218

Mar 31, 26

0.00%

Addison Advisors LLC

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-1.72K

0.00%

Fourth Dimension Wealth, LLC

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

Mar 31, 26

-11.22K

ROBINSON CAPITAL MANAGEMENT, LLC

Mar 31, 26

-187.25K

TCTC Holdings, LLC

Mar 31, 26

-6.83K

SMH CAPITAL ADVISORS INC

Mar 31, 26

-12.12K

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-27.59K

MML INVESTORS SERVICES, LLC

Mar 31, 26

-10.28K

Janney Montgomery Scott LLC

Mar 31, 26

-339.68K

Crescent Grove Advisors, LLC

Mar 31, 26

-31.73K

MONTAG A & ASSOCIATES INC

Mar 31, 26

-1.14K

Larson Financial Group LLC

Mar 31, 26

-1

GeoWealth Management, LLC

Mar 31, 26

-36.81K

U.S. Capital Wealth Advisors, LLC

Mar 31, 26

-49.16K

DV Trading LLC

Mar 31, 26

-521

BEACON INVESTMENT ADVISORS LLC

Mar 31, 26

-10.31K

Caitlin John, LLC

Mar 31, 26

-600

Occidental Asset Management, LLC

Mar 31, 26

-10.26K

Dakota Wealth Management

Mar 31, 26

-19.05K

Texas Bank & Trust Co

Mar 31, 26

-10.84K

Asset Dedication, LLC

Mar 31, 26

-500

StoneX Group Inc.

Mar 31, 26

-268.50K

Concord Wealth Partners

Mar 31, 26

-468

Summa Corp.

Mar 31, 26

-16.90K

BOK Financial Private Wealth, Inc.

Mar 31, 26

-20

Second Line Capital, LLC

Mar 31, 26

-11.22K

COMERICA BANK

59.06K

Dec 31, 25

+15.66K

0.03%

Global Retirement Partners, LLC

37.86K

Dec 31, 25

+35.85K

0.02%

CIBC Private Wealth Group, LLC

795

Dec 31, 25

0.00%

Main Street Financial Solutions, LLC

Dec 31, 25

-33.41K

LM Advisors LLC

Dec 31, 25

-305.36K

WETHERBY ASSET MANAGEMENT INC

10.50K

Sep 30, 25

+10.50K

0.00%

FSA Wealth Management LLC

3.00K

Sep 30, 25

0.00%

Lowe Wealth Advisors, LLC

2.17K

Sep 30, 25

0.00%

Hemington Wealth Management

1.09K

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

10.91K

Jun 30, 25

+134

0.00%

CAROLINAS WEALTH CONSULTING LLC

18.00K

Mar 31, 25

+18.00K

0.01%

Sheaff Brock Investment Advisors, LLC

13.18K

Mar 31, 25

0.01%

Sandy Spring Bank

4.00K

Mar 31, 25

+963

0.00%

Transform Wealth, LLC

Mar 31, 25

-29.58K

Maiden Cove Capital, LLC

42.30K

Dec 31, 24

+15.43K

0.02%

WINTRUST INVESTMENTS LLC

1.50K

Dec 31, 24

-200

0.00%

Raymond James Financial Services Advisors, Inc.

1.03M

Sep 30, 24

+265.56K

0.44%

RAYMOND JAMES & ASSOCIATES

612.11K

Sep 30, 24

+41.66K

0.26%

RAYMOND JAMES TRUST N.A.

24.30K

Sep 30, 24

-6.60K

0.01%

Carmichael Hill & Associates, Inc.

21.94K

Sep 30, 24

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

30.30K

Jun 30, 24

0.01%

Relative Value Partners Group, LLC

Jun 30, 24

-42.11K

ICA Group Wealth Management, LLC

Jun 30, 24

-2.10K

Cetera Advisor Networks LLC

259.04K

Mar 31, 24

+7.90K

0.11%

Cetera Advisors LLC

20.85K

Mar 31, 24

+4.70K

0.01%

Highlander Capital Management, LLC

3.04K

Mar 31, 24

0.00%

Crestone Asset Management LLC

Mar 31, 24

-25.59K

Bridgecreek Investment Management, LLC

15.00K

Dec 31, 23

0.01%

StrategIQ Financial Group, LLC

11.55K

Dec 31, 23

-800

0.00%

Baystate Wealth Management LLC

2.52K

Dec 31, 23

+2.52K

0.00%

ADVISOR PARTNERS II, LLC

342.59K

Sep 30, 23

+342.59K

0.15%

GOODWIN DANIEL L

124.24K

Sep 30, 23

-661

0.05%

BEDEL FINANCIAL CONSULTING INC

14.89K

Sep 30, 23

+14.89K

0.01%

Wealth Management Solutions, LLC

13.51K

Sep 30, 23

0.01%

Johnson Midwest Financial, LLC

4.00K

Sep 30, 23

+11

0.00%

LEO BROKERAGE, LLC

123.30K

Jun 30, 23

+5.22K

0.05%

TIAA, FSB

10.90K

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

3.95K

Jun 30, 23

+2.25K

0.00%

BDO Wealth Advisors, LLC

Jun 30, 23

-2.76K

Ahrens Investment Partners LLC

8.10K

Mar 31, 23

+8.10K

0.00%

American Portfolios Advisors

24.17K

Sep 30, 22

+251

0.01%

Maryland Capital Management

13.85K

Sep 30, 22

-1.00K

0.01%

Doyle Wealth Management

10.64K

Sep 30, 22

0.00%

Surevest, LLC

1.62K

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-5.64K

EXANE DERIVATIVES

2.37K

Jun 30, 22

0.00%

Cordasco Financial Network

301

Jun 30, 22

0.00%

BAR HARBOR TRUST SERVICES

Jun 30, 22

B. Riley Wealth Management, Inc.

Jun 30, 22

-21.09K

PARAMETRIC PORTFOLIO ASSOCIATES LLC

3.59M

Mar 31, 22

+90.45K

1.54%

BREITER CAPITAL MANAGEMENT INC

28.00K

Mar 31, 22

0.01%

Meristem Family Wealth, LLC

16.05K

Mar 31, 22

-2.00K

0.01%

6 Meridian

188.42K

Dec 31, 21

-20.22K

0.08%

Carroll Financial Associates, Inc.

49.95K

Dec 31, 21

+49.95K

0.02%

Crescent Capital Consulting, LLC

1.41K

Dec 31, 21

0.00%

NEXT Financial Group, Inc

114

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

35.45K

Sep 30, 21

+1.81K

0.02%

Sonora Investment Management, LLC

10.86K

Sep 30, 21

0.00%

USCA RIA LLC

138.68K

Jun 30, 21

+14.07K

0.06%

Allegiant Private Advisors, LLC

113.55K

Jun 30, 21

0.05%

ARS Wealth Advisors, LLC

Jun 30, 21

-11.05K

Reby Advisors, LLC

3.33K

Dec 31, 20

+3.33K

0.00%

First Allied Advisory Services, Inc.

18.55K

Sep 30, 20

+6.98K

0.01%

Huber Financial Advisors, LLC

178.90K

Mar 31, 20

0.08%

Advisor Group, Inc.

257.10K

Dec 31, 19

+22.78K

0.11%

LADENBURG THALMANN FINANCIAL SERVICES INC.

124.70K

Dec 31, 19

-3.03K

0.05%

BB&T SECURITIES, LLC

29.34K

Sep 30, 19

-1.77K

0.01%

RELIANCE TRUST CO OF DELAWARE

17.11K

Mar 31, 19

0.01%

HL FINANCIAL SERVICES LLC

13.22K

Mar 31, 19

+13.22K

0.01%

NORTHERN CAPITAL MANAGEMENT LLC

140.33K

Dec 31, 18

-41.75K

0.06%

Horizon Kinetics LLC

112.24K

Dec 31, 18

0.05%

PT ASSET MANAGEMENT, LLC

183.53K

Sep 30, 18

0.08%

Hefty Wealth Partners

Mar 31, 18

-102

Yellowstone Partners, LLC

28.39K

Dec 31, 17

-23.60K

0.01%

NATIONAL PLANNING CORP

Dec 31, 17

-163.62K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-32.54K

Commonwealth Equity Services, Inc

130.56K

Jun 30, 17

+2.34K

0.06%

TFS CAPITAL LLC

Jun 30, 17

-12.16K

Integrated Wealth Management

13.66K

Mar 31, 17

0.01%

LBA Wealth Management, LLC

140

Mar 31, 17

0.00%

MSI Financial Services Inc

37.20K

Dec 31, 16

-1.26K

0.02%

KANALY TRUST CO

2.01K

Dec 31, 16

0.00%

Pinnacle Summer Investments, Inc.

8.27K

Dec 31, 15

+6.51K

0.00%

STANCORP INVESTMENT ADVISERS INC

792

Mar 31, 15

0.00%

UBS AG

102.95K

Sep 30, 14

-2.21K

0.04%

STIFEL NICOLAUS & CO INC \MO\

40.65K

Sep 30, 13

+2.55K

0.02%

First Allied Securities, Inc.

22.02K

Jun 30, 12

-200

0.01%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

660.24K

Jun 30, 10

+20.71K

0.28%

GLENS FALLS NATIONAL BANK & TRUST CO /NY

1.17K

Sep 30, 07

+1.17K

0.00%

RBC Capital Markets, LLC

2.75K

Mar 31, 01

+2.75K

0.00%