Nuveen AMT-Free Quality Municipal Income Fund(NEA)

$11.37—

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Nuveen AMT-Free Quality Municipal Income Fund(NEA)

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$11.37—

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NEA(NEA)

NEA

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Institutional Ownership

Top 425 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	9.84M	Jun 30, 26	-66.34K	3.29%
RAYMOND JAMES FINANCIAL INC	3.59M	Jun 30, 26	+584.83K	1.20%
GUGGENHEIM CAPITAL LLC	3.38M	Jun 30, 26	+266.45K	1.13%
WELLS FARGO & COMPANY/MN	2.91M	Jun 30, 26	+125.75K	0.97%
UBS Group AG	1.64M	Jun 30, 26	-95.73K	0.55%
Hennion & Walsh Asset Management, Inc.	1.61M	Jun 30, 26	-150.95K	0.54%
LPL Financial LLC	1.47M	Jun 30, 26	+25.09K	0.49%
VAN ECK ASSOCIATES CORP	1.41M	Jun 30, 26	+93.74K	0.47%
McGowan Group Asset Management, Inc.	1.41M	Jun 30, 26	-18.67K	0.47%
BANK OF AMERICA CORP /DE/	1.39M	Jun 30, 26	-140.12K	0.47%
ROYAL BANK OF CANADA	1.25M	Jun 30, 26	-76.77K	0.42%
STIFEL FINANCIAL CORP	1.12M	Jun 30, 26	+34.74K	0.38%
HighTower Advisors, LLC	1.09M	Jun 30, 26	+22.57K	0.36%
Melone Private Wealth, LLC	862.70K	Jun 30, 26	+150.97K	0.29%
Congress Park Capital LLC	850.00K	Jun 30, 26	--	0.28%
Eagle Bluffs Wealth Management LLC	732.01K	Jun 30, 26	+53.62K	0.24%
ADVISOR GROUP HOLDINGS, INC.	694.03K	Jun 30, 26	+121.97K	0.23%
BYRNE FINANCIAL FREEDOM, LLC	628.11K	Jun 30, 26	-13.95K	0.21%
Cetera Investment Advisers	582.86K	Jun 30, 26	+40.86K	0.20%
COMMONWEALTH EQUITY SERVICES, LLC	579.19K	Jun 30, 26	-95.14K	0.19%
Kestra Advisory Services, LLC	539.03K	Jun 30, 26	+99.43K	0.18%
AMERIPRISE FINANCIAL INC	487.09K	Jun 30, 26	+42.53K	0.16%
Cresta Advisors, Ltd.	455.65K	Jun 30, 26	+70.00K	0.15%
Palogic Value Management, L.P.	380.87K	Jun 30, 26	+3.31K	0.13%
Rockefeller Capital Management L.P.	367.54K	Jun 30, 26	-11.70K	0.12%
Merit Financial Group, LLC	362.23K	Jun 30, 26	+271	0.12%
TRUIST FINANCIAL CORP	320.44K	Jun 30, 26	+99.85K	0.11%
Capital Investment Advisors, LLC	316.23K	Jun 30, 26	-7.26K	0.11%
Savant Capital, LLC	314.67K	Jun 30, 26	+157.59K	0.11%
Janney Montgomery Scott LLC	312.48K	Jun 30, 26	+20.14K	0.10%
CURA WEALTH ADVISORS, LLC	302.00K	Jun 30, 26	--	0.10%
SIT INVESTMENT ASSOCIATES INC	293.43K	Jun 30, 26	-118.30K	0.10%
COHEN & STEERS, INC.	279.41K	Jun 30, 26	-25.30K	0.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	271.42K	Jun 30, 26	-9.48K	0.09%
WILEY BROS.-AINTREE CAPITAL, LLC	260.26K	Jun 30, 26	-5.07K	0.09%
HORIZON KINETICS ASSET MANAGEMENT LLC	254.05K	Jun 30, 26	-42.26K	0.08%
KIM, LLC	243.70K	Jun 30, 26	--	0.08%
Jupiter Wealth Management LLC	240.24K	Jun 30, 26	--	0.08%
Intellectus Partners, LLC	237.83K	Jun 30, 26	+34.21K	0.08%
Cambridge Investment Research Advisors, Inc.	237.04K	Jun 30, 26	-2.84K	0.08%
Lido Advisors, LLC	230.80K	Jun 30, 26	+3.34K	0.08%
Spire Wealth Management	228.62K	Jun 30, 26	+59.90K	0.08%
Fiera Capital Corp	221.53K	Jun 30, 26	+23.09K	0.07%
Invesco Ltd.	214.53K	Jun 30, 26	+441	0.07%
Wakefield Asset Management LLLP	199.97K	Jun 30, 26	+20.72K	0.07%
HARBOUR INVESTMENTS, INC.	198.60K	Jun 30, 26	+3.79K	0.07%
NewEdge Advisors, LLC	179.81K	Jun 30, 26	+48.20K	0.06%
ENVESTNET ASSET MANAGEMENT INC	173.18K	Jun 30, 26	+94.22K	0.06%
Advisors Asset Management, Inc.	171.30K	Jun 30, 26	-121.56K	0.06%
Baird Financial Group, Inc.	162.82K	Jun 30, 26	-1.48K	0.05%
Tyche Wealth Partners LLC	156.57K	Jun 30, 26	-6.30K	0.05%
IBEX WEALTH ADVISORS	147.78K	Jun 30, 26	-3.72K	0.05%
Steward Partners Investment Advisory, LLC	143.89K	Jun 30, 26	-440	0.05%
Waverly Advisors, LLC	143.33K	Jun 30, 26	+2.80K	0.05%
Breakwater Capital Group	138.72K	Jun 30, 26	+2.56K	0.05%
Kercheville Advisors, LLC	137.13K	Jun 30, 26	-8.90K	0.05%
FLC Capital Advisors	134.86K	Jun 30, 26	+70.42K	0.05%
IFC Advisors LLC	129.49K	Jun 30, 26	+129.49K	0.04%
Stratos Wealth Partners, LTD.	125.49K	Jun 30, 26	+8.45K	0.04%
CoreCap Advisors, LLC	124.67K	Jun 30, 26	+22.91K	0.04%
NewEdge Wealth, LLC	124.55K	Jun 30, 26	+865	0.04%
JFS WEALTH ADVISORS, LLC	122.98K	Jun 30, 26	+138	0.04%
Venture Visionary Partners LLC	122.98K	Jun 30, 26	+1.30K	0.04%
Abel Hall, LLC	120.00K	Jun 30, 26	--	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	119.70K	Jun 30, 26	+7.49K	0.04%
WESBANCO BANK INC	119.19K	Jun 30, 26	+131	0.04%
CI Private Wealth, LLC	117.25K	Jun 30, 26	-14.63K	0.04%
SILVERLAKE WEALTH MANAGEMENT LLC	114.45K	Jun 30, 26	+6.33K	0.04%
VERUS CAPITAL PARTNERS, LLC	112.00K	Jun 30, 26	+97.50K	0.04%
PNC FINANCIAL SERVICES GROUP, INC.	111.68K	Jun 30, 26	-3.84K	0.04%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	106.07K	Jun 30, 26	+4.25K	0.04%
DAVENPORT & Co LLC	101.02K	Jun 30, 26	+2.20K	0.03%
CAPTRUST FINANCIAL ADVISORS	98.10K	Jun 30, 26	+3.84K	0.03%
Summit Trail Advisors, LLC	96.22K	Jun 30, 26	+9.43K	0.03%
Prospera Financial Services Inc	96.07K	Jun 30, 26	+1.98K	0.03%
CHILDRESS CAPITAL ADVISORS, LLC	96.00K	Jun 30, 26	--	0.03%
Mariner, LLC	94.22K	Jun 30, 26	-7.38K	0.03%
MBA Advisors LLC	94.11K	Jun 30, 26	+94.11K	0.03%
Modern Wealth Management, LLC	90.46K	Jun 30, 26	-13.09K	0.03%
MERCER GLOBAL ADVISORS INC /ADV	84.79K	Jun 30, 26	-1.50K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	83.18K	Jun 30, 26	-2.45K	0.03%
CARY STREET PARTNERS FINANCIAL LLC	82.61K	Jun 30, 26	-2.10K	0.03%
ACCREDITED INVESTOR SERVICES, LLC	82.50K	Jun 30, 26	-5.96K	0.03%
JANE STREET GROUP, LLC	81.04K	Jun 30, 26	-98.03K	0.03%
MAI Capital Management	78.16K	Jun 30, 26	+73.33K	0.03%
Private Advisor Group, LLC	75.74K	Jun 30, 26	+5.86K	0.03%
Whipplewood Advisors, LLC	73.84K	Jun 30, 26	-444	0.02%
Aviance Capital Partners, LLC	73.81K	Jun 30, 26	-800	0.02%
Concurrent Investment Advisors, LLC	72.98K	Jun 30, 26	+33.52K	0.02%
XTX Topco Ltd	71.79K	Jun 30, 26	+71.79K	0.02%
OPPENHEIMER & CO INC	71.58K	Jun 30, 26	+3.79K	0.02%
Uniting Wealth Partners, LLC	70.21K	Jun 30, 26	+97	0.02%
Creative Planning	68.43K	Jun 30, 26	-28.23K	0.02%
NAPLES GLOBAL ADVISORS, LLC	66.43K	Jun 30, 26	--	0.02%
RAMSEY QUANTITATIVE SYSTEMS	63.00K	Jun 30, 26	+63.00K	0.02%
Founders Financial Alliance, LLC	61.57K	Jun 30, 26	-3.27K	0.02%
Redhawk Wealth Advisors, Inc.	58.77K	Jun 30, 26	+1.03K	0.02%
Kovack Advisors, Inc.	56.86K	Jun 30, 26	+115	0.02%
TCG Advisory Services, LLC	54.84K	Jun 30, 26	+14.05K	0.02%
Altus Wealth Group LLC	53.69K	Jun 30, 26	--	0.02%
Wealth Alliance Advisory Group, LLC	52.93K	Jun 30, 26	+247	0.02%
Sentinus, LLC	52.10K	Jun 30, 26	--	0.02%
BENJAMIN EDWARDS INC	51.51K	Jun 30, 26	-257	0.02%
Colony Group, LLC	51.33K	Jun 30, 26	+1.56K	0.02%
Broyhill Asset Management	51.04K	Jun 30, 26	-15.97K	0.02%
MYECFO, LLC	49.90K	Jun 30, 26	-3.30K	0.02%
Coastal Investment Advisors, Inc.	48.15K	Jun 30, 26	+1.40K	0.02%
Cerity Partners LLC	46.72K	Jun 30, 26	+1.09K	0.02%
VisionPoint Advisory Group, LLC	45.14K	Jun 30, 26	+18.09K	0.02%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	44.78K	Jun 30, 26	-328	0.01%
J.W. COLE ADVISORS, INC.	43.95K	Jun 30, 26	+43.95K	0.01%
Rinkey Investments	43.50K	Jun 30, 26	--	0.01%
Worth Asset Management, LLC	43.48K	Jun 30, 26	+43.48K	0.01%
FIFTH THIRD BANCORP	42.49K	Jun 30, 26	-1.75K	0.01%
WCG Wealth Advisors LLC	40.87K	Jun 30, 26	--	0.01%
Farther Finance Advisors, LLC	38.71K	Jun 30, 26	+615	0.01%
AlphaCore Capital LLC	38.26K	Jun 30, 26	+546	0.01%
MML INVESTORS SERVICES, LLC	37.97K	Jun 30, 26	+4.47K	0.01%
Clear Creek Financial Management, LLC	37.79K	Jun 30, 26	-204	0.01%
Glen Eagle Advisors, LLC	37.34K	Jun 30, 26	-1.17K	0.01%
CENTRAL TRUST Co	37.00K	Jun 30, 26	--	0.01%
SRS Capital Advisors, Inc.	36.03K	Jun 30, 26	+19.09K	0.01%
Rock Point Advisors, LLC	34.09K	Jun 30, 26	--	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	33.88K	Jun 30, 26	-488	0.01%
Sequoia Financial Advisors, LLC	33.00K	Jun 30, 26	+33.00K	0.01%
Mayflower Financial Advisors, LLC	32.69K	Jun 30, 26	--	0.01%
Mystic Asset Management, Inc.	31.67K	Jun 30, 26	--	0.01%
Gridiron Partners, LLC	31.62K	Jun 30, 26	-108.23K	0.01%
Destiny Wealth Partners, LLC	31.55K	Jun 30, 26	-23.36K	0.01%
CHAPIN DAVIS, INC.	30.70K	Jun 30, 26	--	0.01%
Successful Portfolios LLC	29.56K	Jun 30, 26	--	0.01%
Belpointe Asset Management LLC	28.85K	Jun 30, 26	+968	0.01%
Financial Engines Advisors L.L.C.	28.83K	Jun 30, 26	--	0.01%
Moors & Cabot, Inc.	28.09K	Jun 30, 26	+3.04K	0.01%
Summit Financial, LLC	28.07K	Jun 30, 26	-308	0.01%
MSH Capital Advisors LLC	28.07K	Jun 30, 26	+4.30K	0.01%
ALLIANCEBERNSTEIN L.P.	27.40K	Jun 30, 26	--	0.01%
Fortitude Advisory Group L.L.C.	27.09K	Jun 30, 26	--	0.01%
STANSBERRY ASSET MANAGEMENT, LLC	26.71K	Jun 30, 26	+26.71K	0.01%
Ashton Thomas Private Wealth, LLC	26.43K	Jun 30, 26	+3.70K	0.01%
US BANCORP \DE\	26.18K	Jun 30, 26	-7.79K	0.01%
Allworth Financial LP	25.24K	Jun 30, 26	-1.92K	0.01%
Sanctuary Advisors, LLC	25.17K	Jun 30, 26	-2.68K	0.01%
49 WEALTH MANAGEMENT, LLC	24.78K	Jun 30, 26	+24.78K	0.01%
Integrated Wealth Concepts LLC	24.72K	Jun 30, 26	+9.96K	0.01%
TOWER BRIDGE ADVISORS	24.63K	Jun 30, 26	--	0.01%
DUNCKER STREETT & CO INC	24.00K	Jun 30, 26	--	0.01%
KING LUTHER CAPITAL MANAGEMENT CORP	23.60K	Jun 30, 26	--	0.01%
Aberdeen Wealth Management LLC	23.55K	Jun 30, 26	--	0.01%
Leisure Capital Management	23.42K	Jun 30, 26	--	0.01%
HARMONY ASSET MANAGEMENT LLC	23.40K	Jun 30, 26	--	0.01%
Edgemoor Investment Advisors, Inc.	23.22K	Jun 30, 26	--	0.01%
Verdence Capital Advisors LLC	23.04K	Jun 30, 26	+23.04K	0.01%
Indiana Trust & Investment Management CO	23.00K	Jun 30, 26	--	0.01%
NORTHERN TRUST CORP	22.78K	Jun 30, 26	--	0.01%
Retirement Planning Group	21.58K	Jun 30, 26	--	0.01%
SHUFRO ROSE & CO LLC	21.50K	Jun 30, 26	--	0.01%
PEDDOCK CAPITAL ADVISORS, LLC	21.43K	Jun 30, 26	--	0.01%
Lantz Financial LLC	21.06K	Jun 30, 26	+4.40K	0.01%
Quantinno Capital Management LP	21.06K	Jun 30, 26	+185	0.01%
Keystone Financial Group	20.36K	Jun 30, 26	--	0.01%
New England Private Wealth Advisors LLC	20.00K	Jun 30, 26	--	0.01%
Kuhn & Co Investment Counsel	19.88K	Jun 30, 26	--	0.01%
Pointe Capital Management LLC	19.71K	Jun 30, 26	-1.30K	0.01%
DUMONT & BLAKE INVESTMENT ADVISORS LLC	19.71K	Jun 30, 26	+157	0.01%
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	19.19K	Jun 30, 26	+12	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	19.08K	Jun 30, 26	+1.18K	0.01%
Sigma Planning Corp	18.77K	Jun 30, 26	+189	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	18.76K	Jun 30, 26	--	0.01%
Great Lakes Retirement, Inc.	18.74K	Jun 30, 26	--	0.01%
AE Wealth Management LLC	18.70K	Jun 30, 26	-642	0.01%
Sightline Wealth Advisors, LLC	18.49K	Jun 30, 26	+3.33K	0.01%
Sovereign Financial Group, Inc.	18.36K	Jun 30, 26	+307	0.01%
BAR HARBOR WEALTH MANAGEMENT	17.71K	Jun 30, 26	--	0.01%
Advisory Services Network, LLC	17.56K	Jun 30, 26	--	0.01%
Wealthspire Advisors, LLC	17.41K	Jun 30, 26	-387	0.01%
ROTHSCHILD INVESTMENT LLC	17.01K	Jun 30, 26	--	0.01%
Sowell Financial Services LLC	16.86K	Jun 30, 26	-23.00K	0.01%
Virtu Financial LLC	16.72K	Jun 30, 26	-11.35K	0.01%
MELFA WEALTH MANAGEMENT, LLC	16.26K	Jun 30, 26	-2.72K	0.01%
Global Retirement Partners, LLC	15.97K	Jun 30, 26	+15.97K	0.01%
Mezzasalma Advisors, LLC	15.91K	Jun 30, 26	-2.47K	0.01%
ALTFEST L J & CO INC	15.74K	Jun 30, 26	--	0.01%
RFG Advisory, LLC	15.73K	Jun 30, 26	--	0.01%
Western Wealth Management, LLC	15.47K	Jun 30, 26	--	0.01%
Element Wealth, LLC	15.33K	Jun 30, 26	--	0.01%
BOOTHBAY FUND MANAGEMENT, LLC	15.00K	Jun 30, 26	-1.05K	0.01%
TWO SIGMA SECURITIES, LLC	14.95K	Jun 30, 26	-1.92K	0.01%
Buckingham Strategic Partners	14.62K	Jun 30, 26	-6.46K	0.00%
WEDBUSH SECURITIES INC	14.60K	Jun 30, 26	-5.18K	0.00%
D.A. DAVIDSON & CO.	14.37K	Jun 30, 26	+61	0.00%
DAYMARK WEALTH PARTNERS, LLC	14.34K	Jun 30, 26	+14.34K	0.00%
Summit Financial Wealth Advisors, LLC	14.25K	Jun 30, 26	--	0.00%
Maridea Wealth Management LLC	13.98K	Jun 30, 26	+2.54K	0.00%
Apollon Wealth Management, LLC	13.73K	Jun 30, 26	--	0.00%
Barry Investment Advisors, LLC	13.60K	Jun 30, 26	-2.82K	0.00%
Plan Group Financial, LLC	13.59K	Jun 30, 26	--	0.00%
SFMG, LLC	13.05K	Jun 30, 26	--	0.00%
Snowden Capital Advisors LLC	12.91K	Jun 30, 26	--	0.00%
Wealth Management Associates, Inc.	12.59K	Jun 30, 26	+43	0.00%
Dakota Wealth Management	12.11K	Jun 30, 26	-2.81K	0.00%
Cartesian Growth Corp	12.00K	Jun 30, 26	+12.00K	0.00%
Calamos Wealth Management LLC	12.00K	Jun 30, 26	--	0.00%
TOTH FINANCIAL ADVISORY CORP	11.87K	Jun 30, 26	-63	0.00%
SMH CAPITAL ADVISORS INC	11.80K	Jun 30, 26	--	0.00%
Insight Wealth Strategies, LLC	11.75K	Jun 30, 26	-2.20K	0.00%
Uptown Financial Advisors LLC	11.50K	Jun 30, 26	--	0.00%
Total Clarity Wealth Management, Inc.	11.32K	Jun 30, 26	--	0.00%
EP Wealth Advisors, LLC	11.31K	Jun 30, 26	+180	0.00%
SHEETS SMITH WEALTH MANAGEMENT	11.25K	Jun 30, 26	--	0.00%
Citizens National Bank Trust Department	11.20K	Jun 30, 26	-2.50K	0.00%
Clean Yield Group	10.97K	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	10.86K	Jun 30, 26	+10.86K	0.00%
Riverstone Advisors, LLC	10.85K	Jun 30, 26	+192	0.00%
Ancora Advisors, LLC	10.65K	Jun 30, 26	-1.09K	0.00%
Busey Wealth Management	10.62K	Jun 30, 26	--	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	10.56K	Jun 30, 26	+10.56K	0.00%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	10.53K	Jun 30, 26	+116	0.00%
FIRST TRUST ADVISORS LP	10.32K	Jun 30, 26	-15.95K	0.00%
Root Financial Partners, LLC	10.24K	Jun 30, 26	+10.24K	0.00%
Future Financial Wealth Managment LLC	10.00K	Jun 30, 26	--	0.00%
Dorsey & Whitney Trust CO LLC	10.00K	Jun 30, 26	--	0.00%
HOLLENCREST CAPITAL MANAGEMENT	8.10K	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	7.54K	Jun 30, 26	+105	0.00%
PRIVATE TRUST CO NA	7.34K	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	7.24K	Jun 30, 26	--	0.00%
CX Institutional	7.09K	Jun 30, 26	+125	0.00%
Institute for Wealth Management, LLC.	6.90K	Jun 30, 26	+6.90K	0.00%
WEBSTER BANK, N. A.	6.89K	Jun 30, 26	--	0.00%
Financial Management Professionals, Inc.	6.34K	Jun 30, 26	+4.02K	0.00%
Chung Wu Investment Group, LLC	6.00K	Jun 30, 26	--	0.00%
Founders Capital Management	5.50K	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	4.85K	Jun 30, 26	--	0.00%
FNY Investment Advisers, LLC	4.40K	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	3.84K	Jun 30, 26	+48	0.00%
PETERSON WEALTH MANAGEMENT	3.83K	Jun 30, 26	+22	0.00%
Cornerstone Planning Group LLC	3.73K	Jun 30, 26	--	0.00%
Penserra Capital Management LLC	3.47K	Jun 30, 26	+2.31K	0.00%
Geneos Wealth Management Inc.	3.19K	Jun 30, 26	--	0.00%
Noble Wealth Management PBC	3.19K	Jun 30, 26	+56	0.00%
AdvisorNet Financial, Inc	3.19K	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	2.13K	Jun 30, 26	-1.52K	0.00%
Hilltop National Bank	2.01K	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	1.80K	Jun 30, 26	--	0.00%
Mascoma Wealth Management LLC	1.63K	Jun 30, 26	--	0.00%
Capital Analysts, LLC	1.62K	Jun 30, 26	+29	0.00%
Atlantic Union Bankshares Corp	1.55K	Jun 30, 26	--	0.00%
ORG Wealth Partners, LLC	1.51K	Jun 30, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	1.50K	Jun 30, 26	--	0.00%
OLD POINT TRUST & FINANCIAL SERVICES N A	1.49K	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	1.41K	Jun 30, 26	-319	0.00%
Vanguard National Trust Co	1.33K	Jun 30, 26	--	0.00%
JPMORGAN CHASE & CO	1.05K	Jun 30, 26	+1.05K	0.00%
Heritage Wealth Advisors	1.01K	Jun 30, 26	+1.01K	0.00%
Crews Bank & Trust	1.01K	Jun 30, 26	--	0.00%
Hanson & Doremus Investment Management	930	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	878	Jun 30, 26	+878	0.00%
Community Financial Services Group, LLC	761	Jun 30, 26	--	0.00%
IFP Advisors, Inc	756	Jun 30, 26	--	0.00%
Piscataqua Savings Bank	645	Jun 30, 26	--	0.00%
Moisand Fitzgerald Tamayo, LLC	583	Jun 30, 26	--	0.00%
Larson Financial Group LLC	519	Jun 30, 26	--	0.00%
EASTERN BANK	481	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	450	Jun 30, 26	--	0.00%
IFG Advisory, LLC	276	Jun 30, 26	+276	0.00%
Bogart Wealth, LLC	240	Jun 30, 26	--	0.00%
ASSETMARK, INC	177	Jun 30, 26	+159	0.00%
Operose Advisors LLC	160	Jun 30, 26	+160	0.00%
Physician Wealth Advisors, Inc.	108	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	96	Jun 30, 26	+14	0.00%
Cassaday & Co Wealth Management LLC	76	Jun 30, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	50	Jun 30, 26	--	0.00%
WPG Advisers, LLC	1	Jun 30, 26	-88	0.00%
LaSalle St. Investment Advisors, LLC	--	Jun 30, 26	-13.13K	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-1.69K	--
Pensionmark Financial Group, LLC	--	Jun 30, 26	-17.68K	--
Apeiron RIA LLC	--	Jun 30, 26	-14.81K	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-1.13K	--
TCP Asset Management, LLC	--	Jun 30, 26	-14.37K	--
Independent Advisor Alliance	--	Jun 30, 26	-20.16K	--
SJS Investment Consulting Inc.	--	Jun 30, 26	-4.98K	--
RMB Capital Management, LLC	--	Jun 30, 26	-23.06K	--
Hilltop Holdings Inc.	--	Jun 30, 26	-15.31K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-195	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-236.50K	--
MOTCO	--	Jun 30, 26	-636	--
Gateway Wealth Partners, LLC	--	Jun 30, 26	-13.25K	--
Capital Investment Advisory Services, LLC	--	Jun 30, 26	-12.01K	--
Strategic Financial Concepts, LLC	--	Jun 30, 26	-16.41K	--
True Link Financial Advisors, LLC	--	Jun 30, 26	-467	--
Arkos Global Advisors	--	Jun 30, 26	-5.19K	--
BlackRock, Inc.	--	Jun 30, 26	-200.10K	--
Abound Wealth Management	--	Jun 30, 26	-537	--
Rossby Financial, LCC	--	Jun 30, 26	-360	--
Seelaus Asset Management LLC	--	Jun 30, 26	-19.65K	--
NOMURA HOLDINGS INC	--	Jun 30, 26	-30.00K	--
Calamos Advisors LLC	--	Jun 30, 26	-12.00K	--
BANK OF AMERICA CORP /DE/	1.53M	Mar 31, 26	-91.84K	0.51%
AMERIPRISE FINANCIAL INC	444.56K	Mar 31, 26	-19.69K	0.15%
COHEN & STEERS, INC.	304.71K	Mar 31, 26	-15.00K	0.10%
Advisors Asset Management, Inc.	292.87K	Mar 31, 26	-19.91K	0.10%
Leo Wealth, LLC	283.14K	Mar 31, 26	+51.62K	0.09%
GILL CAPITAL PARTNERS, LLC	241.90K	Mar 31, 26	-1.71K	0.08%
CAPITAL & PLANNING, LLC	132.54K	Mar 31, 26	+104.55K	0.04%
Concorde Asset Management, LLC	92.01K	Mar 31, 26	-6.36K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	85.64K	Mar 31, 26	+51.65K	0.03%
Kingsview Wealth Management, LLC	77.50K	Mar 31, 26	+12.30K	0.03%
Coastal Bridge Advisors, LLC	30.47K	Mar 31, 26	-2.32K	0.01%
ALLIANCEBERNSTEIN L.P.	27.40K	Mar 31, 26	--	0.01%
Sunbelt Securities, Inc.	16.53K	Mar 31, 26	+1.15K	0.01%
Caitlin John, LLC	16.00K	Mar 31, 26	-10.60K	0.01%
Hilltop Holdings Inc.	15.31K	Mar 31, 26	+3.01K	0.01%
JONES FINANCIAL COMPANIES LLLP	7.43K	Mar 31, 26	-256	0.00%
CWM, LLC	3.94K	Mar 31, 26	+186	0.00%
U.S. Capital Wealth Advisors, LLC	--	Mar 31, 26	-145.52K	--
CENTAURUS FINANCIAL, INC.	--	Mar 31, 26	-8.78K	--
COMERICA BANK	63.00K	Dec 31, 25	+25.50K	0.02%
CIBC Private Wealth Group, LLC	14.69K	Dec 31, 25	+4.16K	0.00%
Bard Financial Services, Inc.	65.00K	Sep 30, 25	--	0.02%
Moloney Securities Asset Management, LLC	34.08K	Sep 30, 25	+200	0.01%
GRIES FINANCIAL LLC	24.85K	Sep 30, 25	--	0.01%
FSA Wealth Management LLC	3.00K	Sep 30, 25	--	0.00%
L.M. KOHN & COMPANY	--	Sep 30, 25	-13.17K	--
AVANTAX ADVISORY SERVICES, INC.	27.96K	Jun 30, 25	-1.15K	0.01%
Good Life Advisors, LLC	22.66K	Jun 30, 25	+160	0.01%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	4.14K	Jun 30, 25	+4.14K	0.00%
First Horizon Advisors, Inc.	500	Jun 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-16.68K	--
Sheaff Brock Investment Advisors, LLC	11.14K	Mar 31, 25	--	0.00%
CAROLINAS WEALTH CONSULTING LLC	3.44K	Mar 31, 25	+3.44K	0.00%
Sandy Spring Bank	1.57K	Mar 31, 25	+25	0.00%
Schechter Investment Advisors, LLC	--	Mar 31, 25	-23.24K	--
TrinityPoint Wealth, LLC	40.60K	Dec 31, 24	+54	0.01%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-551	--
Raymond James Financial Services Advisors, Inc.	1.26M	Sep 30, 24	+773.06K	0.42%
RAYMOND JAMES & ASSOCIATES	940.00K	Sep 30, 24	+57.61K	0.31%
Edmonds Duncan Registered Investment Advisors, LLC	88.00K	Sep 30, 24	+1.28K	0.03%
RAYMOND JAMES TRUST N.A.	68.25K	Sep 30, 24	--	0.02%
First Personal Financial Services	67.57K	Sep 30, 24	-3.81K	0.02%
M&R CAPITAL MANAGEMENT INC	677	Sep 30, 24	--	0.00%
Flow State Investments, L.P.	--	Sep 30, 24	-284.75K	--
BlackRock Inc.	1.49M	Jun 30, 24	+1.49M	0.50%
EMFO, LLC	26.81K	Jun 30, 24	--	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	24.43K	Jun 30, 24	--	0.01%
ICA Group Wealth Management, LLC	2.64K	Jun 30, 24	--	0.00%
Relative Value Partners Group, LLC	--	Jun 30, 24	-400.71K	--
Cetera Advisor Networks LLC	103.74K	Mar 31, 24	+9.71K	0.03%
Cetera Advisors LLC	39.63K	Mar 31, 24	+22.62K	0.01%
InterOcean Capital Group, LLC	12.00K	Mar 31, 24	--	0.00%
CAMBRIDGE TRUST CO	2.38K	Mar 31, 24	--	0.00%
Crestone Asset Management LLC	--	Mar 31, 24	-26.18K	--
StrategIQ Financial Group, LLC	74.94K	Dec 31, 23	-19.28K	0.03%
Baystate Wealth Management LLC	4.79K	Dec 31, 23	+370	0.00%
Bartlett & Co. LLC	105	Dec 31, 23	--	0.00%
Claybrook Capital, LLC	248.58K	Sep 30, 23	--	0.08%
GOODWIN DANIEL L	156.33K	Sep 30, 23	--	0.05%
Wealth Management Solutions, LLC	16.38K	Sep 30, 23	--	0.01%
BDO Wealth Advisors, LLC	29.30K	Jun 30, 23	+612	0.01%
Kistler-Tiffany Companies, LLC	1.07K	Jun 30, 23	+995	0.00%
MCMILLION CAPITAL MANAGEMENT INC	902	Jun 30, 23	+902	0.00%
LeJeune Puetz Investment Counsel LLC	53.11K	Mar 31, 23	+5.00K	0.02%
Ahrens Investment Partners LLC	500	Mar 31, 23	+500	0.00%
BOENNING & SCATTERGOOD, INC.	20.21K	Dec 31, 22	--	0.01%
EATON VANCE MANAGEMENT	51.21K	Sep 30, 22	--	0.02%
American Portfolios Advisors	23.66K	Sep 30, 22	+272	0.01%
ROOSEVELT INVESTMENT GROUP LLC	21.43K	Sep 30, 22	-456	0.01%
Surevest, LLC	3.33K	Sep 30, 22	--	0.00%
FourThought Financial, LLC	2.69K	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-4.27K	--
Kore Private Wealth LLC	--	Sep 30, 22	-18.62K	--
B. Riley Wealth Management, Inc.	22.69K	Jun 30, 22	+6.98K	0.01%
Lake Point Wealth Management	959	Jun 30, 22	+959	0.00%
BAR HARBOR TRUST SERVICES	--	Jun 30, 22	--	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	4.01M	Mar 31, 22	+211.96K	1.34%
BREITER CAPITAL MANAGEMENT INC	30.40K	Mar 31, 22	--	0.01%
Dixon Hughes Goodman Wealth Advisors LLC	7.39K	Mar 31, 22	+1.52K	0.00%
VIRIDIAN RIA, LLC	--	Mar 31, 22	-20.00K	--
6 Meridian	242.41K	Dec 31, 21	-26.20K	0.08%
Altavista Wealth Management, Inc.	20.01K	Dec 31, 21	--	0.01%
Carroll Financial Associates, Inc.	1.76K	Dec 31, 21	+1.76K	0.00%
REILLY FINANCIAL ADVISORS, LLC	300	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	114.76K	Sep 30, 21	+31.04K	0.04%
Allegiant Private Advisors, LLC	176.33K	Jun 30, 21	--	0.06%
Coe Capital Management, LLC	22.86K	Jun 30, 21	+22.86K	0.01%
USCA RIA LLC	20.08K	Jun 30, 21	+8.60K	0.01%
Hoover Financial Advisors, Inc.	2.64K	Jun 30, 21	+2.64K	0.00%
Point View Wealth Management, Inc.	11.51K	Dec 31, 20	-1.48K	0.00%
Winslow, Evans & Crocker, Inc.	2.26K	Dec 31, 20	--	0.00%
Reby Advisors, LLC	430	Dec 31, 20	+430	0.00%
First Allied Advisory Services, Inc.	47.84K	Sep 30, 20	+6.49K	0.02%
NORTHSTAR WEALTH PARTNERS LLC	23.66K	Sep 30, 20	--	0.01%
Huber Financial Advisors, LLC	165.41K	Mar 31, 20	+64	0.06%
ACCURATE INVESTMENT SOLUTIONS, INC.	2.22K	Mar 31, 20	--	0.00%
Advisor Group, Inc.	236.19K	Dec 31, 19	+12.23K	0.08%
LADENBURG THALMANN FINANCIAL SERVICES INC.	144.34K	Dec 31, 19	+19.55K	0.05%
BB&T SECURITIES, LLC	295.91K	Sep 30, 19	+42.12K	0.10%
SUNTRUST BANKS INC	11.50K	Sep 30, 19	-677	0.00%
Sound View Wealth Advisors, LLC	12.22K	Mar 31, 19	-382	0.00%
Horizon Kinetics LLC	571.51K	Dec 31, 18	-463	0.19%
NORTHERN CAPITAL MANAGEMENT LLC	140.88K	Dec 31, 18	-41.01K	0.05%
Questar Asset Management, Inc.	11.42K	Dec 31, 18	+11.42K	0.00%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	11.42K	Sep 30, 18	-838	0.00%
Vantage Investment Advisors, LLC	1.26K	Sep 30, 18	--	0.00%
Yellowstone Partners, LLC	19.68K	Dec 31, 17	-24.32K	0.01%
IFC Holdings Incorporated/FL	18.02K	Dec 31, 17	--	0.01%
BB&T INVESTMENT SERVICES, INC.	468	Dec 31, 17	--	0.00%
NATIONAL PLANNING CORP	--	Dec 31, 17	-117.61K	--
Concert Wealth Management Inc.	--	Sep 30, 17	-27.94K	--
Commonwealth Equity Services, Inc	574.98K	Jun 30, 17	+16.89K	0.19%
FIRST FINANCIAL EQUITY CORPORATION	37.65K	Mar 31, 17	+37.65K	0.01%
LBA Wealth Management, LLC	145	Mar 31, 17	--	0.00%
MSI Financial Services Inc	56.76K	Dec 31, 16	+2.80K	0.02%
NEWGATE CAPITAL MANAGEMENT LLC	125.53K	Jun 30, 16	+25.61K	0.04%
VSR Financial Services, Inc.	31.06K	Jun 30, 16	-127	0.01%
Pinnacle Summer Investments, Inc.	8.78K	Dec 31, 15	+7.00K	0.00%
Samson Capital Advisors LLC	296.92K	Sep 30, 15	+296.92K	0.10%
Aris Wealth Services, Inc.	1.73K	Sep 30, 15	--	0.00%
BAIRD ROBERT W & CO INC /WI/	36.77K	Mar 31, 15	-3.10K	0.01%
NEW ENGLAND SECURITIES CORP /MA/	1.65K	Dec 31, 14	--	0.00%
UBS AG	439.02K	Sep 30, 14	-12.33K	0.15%
1919 Investment Counsel, LLC	--	Sep 30, 14	-815	--
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-28.02K	--
STIFEL NICOLAUS & CO INC \MO\	10.84K	Sep 30, 13	-5.15K	0.00%
First Allied Securities, Inc.	68.00K	Jun 30, 12	-2.00K	0.02%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	31.91K	Jun 30, 10	-3.50K	0.01%

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Holder

Date

Change

% Held

MORGAN STANLEY

9.84M

Jun 30, 26

-66.34K

3.29%

RAYMOND JAMES FINANCIAL INC

3.59M

Jun 30, 26

+584.83K

1.20%

GUGGENHEIM CAPITAL LLC

3.38M

Jun 30, 26

+266.45K

1.13%

WELLS FARGO & COMPANY/MN

2.91M

Jun 30, 26

+125.75K

0.97%

UBS Group AG

1.64M

Jun 30, 26

-95.73K

0.55%

Hennion & Walsh Asset Management, Inc.

1.61M

Jun 30, 26

-150.95K

0.54%

LPL Financial LLC

1.47M

Jun 30, 26

+25.09K

0.49%

VAN ECK ASSOCIATES CORP

1.41M

Jun 30, 26

+93.74K

0.47%

McGowan Group Asset Management, Inc.

1.41M

Jun 30, 26

-18.67K

0.47%

BANK OF AMERICA CORP /DE/

1.39M

Jun 30, 26

-140.12K

0.47%

ROYAL BANK OF CANADA

1.25M

Jun 30, 26

-76.77K

0.42%

STIFEL FINANCIAL CORP

1.12M

Jun 30, 26

+34.74K

0.38%

HighTower Advisors, LLC

1.09M

Jun 30, 26

+22.57K

0.36%

Melone Private Wealth, LLC

862.70K

Jun 30, 26

+150.97K

0.29%

Congress Park Capital LLC

850.00K

Jun 30, 26

0.28%

Eagle Bluffs Wealth Management LLC

732.01K

Jun 30, 26

+53.62K

0.24%

ADVISOR GROUP HOLDINGS, INC.

694.03K

Jun 30, 26

+121.97K

0.23%

BYRNE FINANCIAL FREEDOM, LLC

628.11K

Jun 30, 26

-13.95K

0.21%

Cetera Investment Advisers

582.86K

Jun 30, 26

+40.86K

0.20%

COMMONWEALTH EQUITY SERVICES, LLC

579.19K

Jun 30, 26

-95.14K

0.19%

Kestra Advisory Services, LLC

539.03K

Jun 30, 26

+99.43K

0.18%

AMERIPRISE FINANCIAL INC

487.09K

Jun 30, 26

+42.53K

0.16%

Cresta Advisors, Ltd.

455.65K

Jun 30, 26

+70.00K

0.15%

Palogic Value Management, L.P.

380.87K

Jun 30, 26

+3.31K

0.13%

Rockefeller Capital Management L.P.

367.54K

Jun 30, 26

-11.70K

0.12%

Merit Financial Group, LLC

362.23K

Jun 30, 26

+271

0.12%

TRUIST FINANCIAL CORP

320.44K

Jun 30, 26

+99.85K

0.11%

Capital Investment Advisors, LLC

316.23K

Jun 30, 26

-7.26K

0.11%

Savant Capital, LLC

314.67K

Jun 30, 26

+157.59K

0.11%

Janney Montgomery Scott LLC

312.48K

Jun 30, 26

+20.14K

0.10%

CURA WEALTH ADVISORS, LLC

302.00K

Jun 30, 26

0.10%

SIT INVESTMENT ASSOCIATES INC

293.43K

Jun 30, 26

-118.30K

0.10%

COHEN & STEERS, INC.

279.41K

Jun 30, 26

-25.30K

0.09%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

271.42K

Jun 30, 26

-9.48K

0.09%

WILEY BROS.-AINTREE CAPITAL, LLC

260.26K

Jun 30, 26

-5.07K

0.09%

HORIZON KINETICS ASSET MANAGEMENT LLC

254.05K

Jun 30, 26

-42.26K

0.08%

KIM, LLC

243.70K

Jun 30, 26

0.08%

Jupiter Wealth Management LLC

240.24K

Jun 30, 26

0.08%

Intellectus Partners, LLC

237.83K

Jun 30, 26

+34.21K

0.08%

Cambridge Investment Research Advisors, Inc.

237.04K

Jun 30, 26

-2.84K

0.08%

Lido Advisors, LLC

230.80K

Jun 30, 26

+3.34K

0.08%

Spire Wealth Management

228.62K

Jun 30, 26

+59.90K

0.08%

Fiera Capital Corp

221.53K

Jun 30, 26

+23.09K

0.07%

Invesco Ltd.

214.53K

Jun 30, 26

+441

0.07%

Wakefield Asset Management LLLP

199.97K

Jun 30, 26

+20.72K

0.07%

HARBOUR INVESTMENTS, INC.

198.60K

Jun 30, 26

+3.79K

0.07%

NewEdge Advisors, LLC

179.81K

Jun 30, 26

+48.20K

0.06%

ENVESTNET ASSET MANAGEMENT INC

173.18K

Jun 30, 26

+94.22K

0.06%

Advisors Asset Management, Inc.

171.30K

Jun 30, 26

-121.56K

0.06%

Baird Financial Group, Inc.

162.82K

Jun 30, 26

-1.48K

0.05%

Tyche Wealth Partners LLC

156.57K

Jun 30, 26

-6.30K

0.05%

IBEX WEALTH ADVISORS

147.78K

Jun 30, 26

-3.72K

0.05%

Steward Partners Investment Advisory, LLC

143.89K

Jun 30, 26

-440

0.05%

Waverly Advisors, LLC

143.33K

Jun 30, 26

+2.80K

0.05%

Breakwater Capital Group

138.72K

Jun 30, 26

+2.56K

0.05%

Kercheville Advisors, LLC

137.13K

Jun 30, 26

-8.90K

0.05%

FLC Capital Advisors

134.86K

Jun 30, 26

+70.42K

0.05%

IFC Advisors LLC

129.49K

Jun 30, 26

+129.49K

0.04%

Stratos Wealth Partners, LTD.

125.49K

Jun 30, 26

+8.45K

0.04%

CoreCap Advisors, LLC

124.67K

Jun 30, 26

+22.91K

0.04%

NewEdge Wealth, LLC

124.55K

Jun 30, 26

+865

0.04%

JFS WEALTH ADVISORS, LLC

122.98K

Jun 30, 26

+138

0.04%

Venture Visionary Partners LLC

122.98K

Jun 30, 26

+1.30K

0.04%

Abel Hall, LLC

120.00K

Jun 30, 26

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

119.70K

Jun 30, 26

+7.49K

0.04%

WESBANCO BANK INC

119.19K

Jun 30, 26

+131

0.04%

CI Private Wealth, LLC

117.25K

Jun 30, 26

-14.63K

0.04%

SILVERLAKE WEALTH MANAGEMENT LLC

114.45K

Jun 30, 26

+6.33K

0.04%

VERUS CAPITAL PARTNERS, LLC

112.00K

Jun 30, 26

+97.50K

0.04%

PNC FINANCIAL SERVICES GROUP, INC.

111.68K

Jun 30, 26

-3.84K

0.04%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

106.07K

Jun 30, 26

+4.25K

0.04%

DAVENPORT & Co LLC

101.02K

Jun 30, 26

+2.20K

0.03%

CAPTRUST FINANCIAL ADVISORS

98.10K

Jun 30, 26

+3.84K

0.03%

Summit Trail Advisors, LLC

96.22K

Jun 30, 26

+9.43K

0.03%

Prospera Financial Services Inc

96.07K

Jun 30, 26

+1.98K

0.03%

CHILDRESS CAPITAL ADVISORS, LLC

96.00K

Jun 30, 26

0.03%

Mariner, LLC

94.22K

Jun 30, 26

-7.38K

0.03%

MBA Advisors LLC

94.11K

Jun 30, 26

+94.11K

0.03%

Modern Wealth Management, LLC

90.46K

Jun 30, 26

-13.09K

0.03%

MERCER GLOBAL ADVISORS INC /ADV

84.79K

Jun 30, 26

-1.50K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

83.18K

Jun 30, 26

-2.45K

0.03%

CARY STREET PARTNERS FINANCIAL LLC

82.61K

Jun 30, 26

-2.10K

0.03%

ACCREDITED INVESTOR SERVICES, LLC

82.50K

Jun 30, 26

-5.96K

0.03%

JANE STREET GROUP, LLC

81.04K

Jun 30, 26

-98.03K

0.03%

MAI Capital Management

78.16K

Jun 30, 26

+73.33K

0.03%

Private Advisor Group, LLC

75.74K

Jun 30, 26

+5.86K

0.03%

Whipplewood Advisors, LLC

73.84K

Jun 30, 26

-444

0.02%

Aviance Capital Partners, LLC

73.81K

Jun 30, 26

-800

0.02%

Concurrent Investment Advisors, LLC

72.98K

Jun 30, 26

+33.52K

0.02%

XTX Topco Ltd

71.79K

Jun 30, 26

+71.79K

0.02%

OPPENHEIMER & CO INC

71.58K

Jun 30, 26

+3.79K

0.02%

Uniting Wealth Partners, LLC

70.21K

Jun 30, 26

+97

0.02%

Creative Planning

68.43K

Jun 30, 26

-28.23K

0.02%

NAPLES GLOBAL ADVISORS, LLC

66.43K

Jun 30, 26

0.02%

RAMSEY QUANTITATIVE SYSTEMS

63.00K

Jun 30, 26

+63.00K

0.02%

Founders Financial Alliance, LLC

61.57K

Jun 30, 26

-3.27K

0.02%

Redhawk Wealth Advisors, Inc.

58.77K

Jun 30, 26

+1.03K

0.02%

Kovack Advisors, Inc.

56.86K

Jun 30, 26

+115

0.02%

TCG Advisory Services, LLC

54.84K

Jun 30, 26

+14.05K

0.02%

Altus Wealth Group LLC

53.69K

Jun 30, 26

0.02%

Wealth Alliance Advisory Group, LLC

52.93K

Jun 30, 26

+247

0.02%

Sentinus, LLC

52.10K

Jun 30, 26

0.02%

BENJAMIN EDWARDS INC

51.51K

Jun 30, 26

-257

0.02%

Colony Group, LLC

51.33K

Jun 30, 26

+1.56K

0.02%

Broyhill Asset Management

51.04K

Jun 30, 26

-15.97K

0.02%

MYECFO, LLC

49.90K

Jun 30, 26

-3.30K

0.02%

Coastal Investment Advisors, Inc.

48.15K

Jun 30, 26

+1.40K

0.02%

Cerity Partners LLC

46.72K

Jun 30, 26

+1.09K

0.02%

VisionPoint Advisory Group, LLC

45.14K

Jun 30, 26

+18.09K

0.02%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

44.78K

Jun 30, 26

-328

0.01%

J.W. COLE ADVISORS, INC.

43.95K

Jun 30, 26

+43.95K

0.01%

Rinkey Investments

43.50K

Jun 30, 26

0.01%

Worth Asset Management, LLC

43.48K

Jun 30, 26

+43.48K

0.01%

FIFTH THIRD BANCORP

42.49K

Jun 30, 26

-1.75K

0.01%

WCG Wealth Advisors LLC

40.87K

Jun 30, 26

0.01%

Farther Finance Advisors, LLC

38.71K

Jun 30, 26

+615

0.01%

AlphaCore Capital LLC

38.26K

Jun 30, 26

+546

0.01%

MML INVESTORS SERVICES, LLC

37.97K

Jun 30, 26

+4.47K

0.01%

Clear Creek Financial Management, LLC

37.79K

Jun 30, 26

-204

0.01%

Glen Eagle Advisors, LLC

37.34K

Jun 30, 26

-1.17K

0.01%

CENTRAL TRUST Co

37.00K

Jun 30, 26

0.01%

SRS Capital Advisors, Inc.

36.03K

Jun 30, 26

+19.09K

0.01%

Rock Point Advisors, LLC

34.09K

Jun 30, 26

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

33.88K

Jun 30, 26

-488

0.01%

Sequoia Financial Advisors, LLC

33.00K

Jun 30, 26

+33.00K

0.01%

Mayflower Financial Advisors, LLC

32.69K

Jun 30, 26

0.01%

Mystic Asset Management, Inc.

31.67K

Jun 30, 26

0.01%

Gridiron Partners, LLC

31.62K

Jun 30, 26

-108.23K

0.01%

Destiny Wealth Partners, LLC

31.55K

Jun 30, 26

-23.36K

0.01%

CHAPIN DAVIS, INC.

30.70K

Jun 30, 26

0.01%

Successful Portfolios LLC

29.56K

Jun 30, 26

0.01%

Belpointe Asset Management LLC

28.85K

Jun 30, 26

+968

0.01%

Financial Engines Advisors L.L.C.

28.83K

Jun 30, 26

0.01%

Moors & Cabot, Inc.

28.09K

Jun 30, 26

+3.04K

0.01%

Summit Financial, LLC

28.07K

Jun 30, 26

-308

0.01%

MSH Capital Advisors LLC

28.07K

Jun 30, 26

+4.30K

0.01%

ALLIANCEBERNSTEIN L.P.

27.40K

Jun 30, 26

0.01%

Fortitude Advisory Group L.L.C.

27.09K

Jun 30, 26

0.01%

STANSBERRY ASSET MANAGEMENT, LLC

26.71K

Jun 30, 26

+26.71K

0.01%

Ashton Thomas Private Wealth, LLC

26.43K

Jun 30, 26

+3.70K

0.01%

US BANCORP \DE\

26.18K

Jun 30, 26

-7.79K

0.01%

Allworth Financial LP

25.24K

Jun 30, 26

-1.92K

0.01%

Sanctuary Advisors, LLC

25.17K

Jun 30, 26

-2.68K

0.01%

49 WEALTH MANAGEMENT, LLC

24.78K

Jun 30, 26

+24.78K

0.01%

Integrated Wealth Concepts LLC

24.72K

Jun 30, 26

+9.96K

0.01%

TOWER BRIDGE ADVISORS

24.63K

Jun 30, 26

0.01%

DUNCKER STREETT & CO INC

24.00K

Jun 30, 26

0.01%

KING LUTHER CAPITAL MANAGEMENT CORP

23.60K

Jun 30, 26

0.01%

Aberdeen Wealth Management LLC

23.55K

Jun 30, 26

0.01%

Leisure Capital Management

23.42K

Jun 30, 26

0.01%

HARMONY ASSET MANAGEMENT LLC

23.40K

Jun 30, 26

0.01%

Edgemoor Investment Advisors, Inc.

23.22K

Jun 30, 26

0.01%

Verdence Capital Advisors LLC

23.04K

Jun 30, 26

+23.04K

0.01%

Indiana Trust & Investment Management CO

23.00K

Jun 30, 26

0.01%

NORTHERN TRUST CORP

22.78K

Jun 30, 26

0.01%

Retirement Planning Group

21.58K

Jun 30, 26

0.01%

SHUFRO ROSE & CO LLC

21.50K

Jun 30, 26

0.01%

PEDDOCK CAPITAL ADVISORS, LLC

21.43K

Jun 30, 26

0.01%

Lantz Financial LLC

21.06K

Jun 30, 26

+4.40K

0.01%

Quantinno Capital Management LP

21.06K

Jun 30, 26

+185

0.01%

Keystone Financial Group

20.36K

Jun 30, 26

0.01%

New England Private Wealth Advisors LLC

20.00K

Jun 30, 26

0.01%

Kuhn & Co Investment Counsel

19.88K

Jun 30, 26

0.01%

Pointe Capital Management LLC

19.71K

Jun 30, 26

-1.30K

0.01%

DUMONT & BLAKE INVESTMENT ADVISORS LLC

19.71K

Jun 30, 26

+157

0.01%

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

19.19K

Jun 30, 26

+12

0.01%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

19.08K

Jun 30, 26

+1.18K

0.01%

Sigma Planning Corp

18.77K

Jun 30, 26

+189

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

18.76K

Jun 30, 26

0.01%

Great Lakes Retirement, Inc.

18.74K

Jun 30, 26

0.01%

AE Wealth Management LLC

18.70K

Jun 30, 26

-642

0.01%

Sightline Wealth Advisors, LLC

18.49K

Jun 30, 26

+3.33K

0.01%

Sovereign Financial Group, Inc.

18.36K

Jun 30, 26

+307

0.01%

BAR HARBOR WEALTH MANAGEMENT

17.71K

Jun 30, 26

0.01%

Advisory Services Network, LLC

17.56K

Jun 30, 26

0.01%

Wealthspire Advisors, LLC

17.41K

Jun 30, 26

-387

0.01%

ROTHSCHILD INVESTMENT LLC

17.01K

Jun 30, 26

0.01%

Sowell Financial Services LLC

16.86K

Jun 30, 26

-23.00K

0.01%

Virtu Financial LLC

16.72K

Jun 30, 26

-11.35K

0.01%

MELFA WEALTH MANAGEMENT, LLC

16.26K

Jun 30, 26

-2.72K

0.01%

Global Retirement Partners, LLC

15.97K

Jun 30, 26

+15.97K

0.01%

Mezzasalma Advisors, LLC

15.91K

Jun 30, 26

-2.47K

0.01%

ALTFEST L J & CO INC

15.74K

Jun 30, 26

0.01%

RFG Advisory, LLC

15.73K

Jun 30, 26

0.01%

Western Wealth Management, LLC

15.47K

Jun 30, 26

0.01%

Element Wealth, LLC

15.33K

Jun 30, 26

0.01%

BOOTHBAY FUND MANAGEMENT, LLC

15.00K

Jun 30, 26

-1.05K

0.01%

TWO SIGMA SECURITIES, LLC

14.95K

Jun 30, 26

-1.92K

0.01%

Buckingham Strategic Partners

14.62K

Jun 30, 26

-6.46K

0.00%

WEDBUSH SECURITIES INC

14.60K

Jun 30, 26

-5.18K

0.00%

D.A. DAVIDSON & CO.

14.37K

Jun 30, 26

+61

0.00%

DAYMARK WEALTH PARTNERS, LLC

14.34K

Jun 30, 26

+14.34K

0.00%

Summit Financial Wealth Advisors, LLC

14.25K

Jun 30, 26

0.00%

Maridea Wealth Management LLC

13.98K

Jun 30, 26

+2.54K

0.00%

Apollon Wealth Management, LLC

13.73K

Jun 30, 26

0.00%

Barry Investment Advisors, LLC

13.60K

Jun 30, 26

-2.82K

0.00%

Plan Group Financial, LLC

13.59K

Jun 30, 26

0.00%

SFMG, LLC

13.05K

Jun 30, 26

0.00%

Snowden Capital Advisors LLC

12.91K

Jun 30, 26

0.00%

Wealth Management Associates, Inc.

12.59K

Jun 30, 26

+43

0.00%

Dakota Wealth Management

12.11K

Jun 30, 26

-2.81K

0.00%

Cartesian Growth Corp

12.00K

Jun 30, 26

+12.00K

0.00%

Calamos Wealth Management LLC

12.00K

Jun 30, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

11.87K

Jun 30, 26

-63

0.00%

SMH CAPITAL ADVISORS INC

11.80K

Jun 30, 26

0.00%

Insight Wealth Strategies, LLC

11.75K

Jun 30, 26

-2.20K

0.00%

Uptown Financial Advisors LLC

11.50K

Jun 30, 26

0.00%

Total Clarity Wealth Management, Inc.

11.32K

Jun 30, 26

0.00%

EP Wealth Advisors, LLC

11.31K

Jun 30, 26

+180

0.00%

SHEETS SMITH WEALTH MANAGEMENT

11.25K

Jun 30, 26

0.00%

Citizens National Bank Trust Department

11.20K

Jun 30, 26

-2.50K

0.00%

Clean Yield Group

10.97K

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

10.86K

Jun 30, 26

+10.86K

0.00%

Riverstone Advisors, LLC

10.85K

Jun 30, 26

+192

0.00%

Ancora Advisors, LLC

10.65K

Jun 30, 26

-1.09K

0.00%

Busey Wealth Management

10.62K

Jun 30, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

10.56K

Jun 30, 26

+10.56K

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

10.53K

Jun 30, 26

+116

0.00%

FIRST TRUST ADVISORS LP

10.32K

Jun 30, 26

-15.95K

0.00%

Root Financial Partners, LLC

10.24K

Jun 30, 26

+10.24K

0.00%

Future Financial Wealth Managment LLC

10.00K

Jun 30, 26

0.00%

Dorsey & Whitney Trust CO LLC

10.00K

Jun 30, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

8.10K

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

7.54K

Jun 30, 26

+105

0.00%

PRIVATE TRUST CO NA

7.34K

Jun 30, 26

0.00%

NBC SECURITIES, INC.

7.24K

Jun 30, 26

0.00%

CX Institutional

7.09K

Jun 30, 26

+125

0.00%

Institute for Wealth Management, LLC.

6.90K

Jun 30, 26

+6.90K

0.00%

WEBSTER BANK, N. A.

6.89K

Jun 30, 26

0.00%

Financial Management Professionals, Inc.

6.34K

Jun 30, 26

+4.02K

0.00%

Chung Wu Investment Group, LLC

6.00K

Jun 30, 26

0.00%

Founders Capital Management

5.50K

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

4.85K

Jun 30, 26

0.00%

FNY Investment Advisers, LLC

4.40K

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

3.84K

Jun 30, 26

+48

0.00%

PETERSON WEALTH MANAGEMENT

3.83K

Jun 30, 26

+22

0.00%

Cornerstone Planning Group LLC

3.73K

Jun 30, 26

0.00%

Penserra Capital Management LLC

3.47K

Jun 30, 26

+2.31K

0.00%

Geneos Wealth Management Inc.

3.19K

Jun 30, 26

0.00%

Noble Wealth Management PBC

3.19K

Jun 30, 26

+56

0.00%

AdvisorNet Financial, Inc

3.19K

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

2.13K

Jun 30, 26

-1.52K

0.00%

Hilltop National Bank

2.01K

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

1.80K

Jun 30, 26

0.00%

Mascoma Wealth Management LLC

1.63K

Jun 30, 26

0.00%

Capital Analysts, LLC

1.62K

Jun 30, 26

+29

0.00%

Atlantic Union Bankshares Corp

1.55K

Jun 30, 26

0.00%

ORG Wealth Partners, LLC

1.51K

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

1.50K

Jun 30, 26

0.00%

OLD POINT TRUST & FINANCIAL SERVICES N A

1.49K

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

1.41K

Jun 30, 26

-319

0.00%

Vanguard National Trust Co

1.33K

Jun 30, 26

0.00%

JPMORGAN CHASE & CO

1.05K

Jun 30, 26

+1.05K

0.00%

Heritage Wealth Advisors

1.01K

Jun 30, 26

+1.01K

0.00%

Crews Bank & Trust

1.01K

Jun 30, 26

0.00%

Hanson & Doremus Investment Management

930

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

878

Jun 30, 26

+878

0.00%

Community Financial Services Group, LLC

761

Jun 30, 26

0.00%

IFP Advisors, Inc

756

Jun 30, 26

0.00%

Piscataqua Savings Bank

645

Jun 30, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

583

Jun 30, 26

0.00%

Larson Financial Group LLC

519

Jun 30, 26

0.00%

EASTERN BANK

481

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

450

Jun 30, 26

0.00%

IFG Advisory, LLC

276

Jun 30, 26

+276

0.00%

Bogart Wealth, LLC

240

Jun 30, 26

0.00%

ASSETMARK, INC

177

Jun 30, 26

+159

0.00%

Operose Advisors LLC

160

Jun 30, 26

+160

0.00%

Physician Wealth Advisors, Inc.

108

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

+14

0.00%

Cassaday & Co Wealth Management LLC

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

Jun 30, 26

0.00%

WPG Advisers, LLC

Jun 30, 26

-88

0.00%

LaSalle St. Investment Advisors, LLC

Jun 30, 26

-13.13K

Global Wealth Strategies & Associates

Jun 30, 26

-1.69K

Pensionmark Financial Group, LLC

Jun 30, 26

-17.68K

Apeiron RIA LLC

Jun 30, 26

-14.81K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-1.13K

TCP Asset Management, LLC

Jun 30, 26

-14.37K

Independent Advisor Alliance

Jun 30, 26

-20.16K

SJS Investment Consulting Inc.

Jun 30, 26

-4.98K

RMB Capital Management, LLC

Jun 30, 26

-23.06K

Hilltop Holdings Inc.

Jun 30, 26

-15.31K

Sound Income Strategies, LLC

Jun 30, 26

-195

EVOKE WEALTH, LLC

Jun 30, 26

-236.50K

MOTCO

Jun 30, 26

-636

Gateway Wealth Partners, LLC

Jun 30, 26

-13.25K

Capital Investment Advisory Services, LLC

Jun 30, 26

-12.01K

Strategic Financial Concepts, LLC

Jun 30, 26

-16.41K

True Link Financial Advisors, LLC

Jun 30, 26

-467

Arkos Global Advisors

Jun 30, 26

-5.19K

BlackRock, Inc.

Jun 30, 26

-200.10K

Abound Wealth Management

Jun 30, 26

-537

Rossby Financial, LCC

Jun 30, 26

-360

Seelaus Asset Management LLC

Jun 30, 26

-19.65K

NOMURA HOLDINGS INC

Jun 30, 26

-30.00K

Calamos Advisors LLC

Jun 30, 26

-12.00K

BANK OF AMERICA CORP /DE/

1.53M

Mar 31, 26

-91.84K

0.51%

AMERIPRISE FINANCIAL INC

444.56K

Mar 31, 26

-19.69K

0.15%

COHEN & STEERS, INC.

304.71K

Mar 31, 26

-15.00K

0.10%

Advisors Asset Management, Inc.

292.87K

Mar 31, 26

-19.91K

0.10%

Leo Wealth, LLC

283.14K

Mar 31, 26

+51.62K

0.09%

GILL CAPITAL PARTNERS, LLC

241.90K

Mar 31, 26

-1.71K

0.08%

CAPITAL & PLANNING, LLC

132.54K

Mar 31, 26

+104.55K

0.04%

Concorde Asset Management, LLC

92.01K

Mar 31, 26

-6.36K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

85.64K

Mar 31, 26

+51.65K

0.03%

Kingsview Wealth Management, LLC

77.50K

Mar 31, 26

+12.30K

0.03%

Coastal Bridge Advisors, LLC

30.47K

Mar 31, 26

-2.32K

0.01%

ALLIANCEBERNSTEIN L.P.

27.40K

Mar 31, 26

0.01%

Sunbelt Securities, Inc.

16.53K

Mar 31, 26

+1.15K

0.01%

Caitlin John, LLC

16.00K

Mar 31, 26

-10.60K

0.01%

Hilltop Holdings Inc.

15.31K

Mar 31, 26

+3.01K

0.01%

JONES FINANCIAL COMPANIES LLLP

7.43K

Mar 31, 26

-256

0.00%

CWM, LLC

3.94K

Mar 31, 26

+186

0.00%

U.S. Capital Wealth Advisors, LLC

Mar 31, 26

-145.52K

CENTAURUS FINANCIAL, INC.

Mar 31, 26

-8.78K

COMERICA BANK

63.00K

Dec 31, 25

+25.50K

0.02%

CIBC Private Wealth Group, LLC

14.69K

Dec 31, 25

+4.16K

0.00%

Bard Financial Services, Inc.

65.00K

Sep 30, 25

0.02%

Moloney Securities Asset Management, LLC

34.08K

Sep 30, 25

+200

0.01%

GRIES FINANCIAL LLC

24.85K

Sep 30, 25

0.01%

FSA Wealth Management LLC

3.00K

Sep 30, 25

0.00%

L.M. KOHN & COMPANY

Sep 30, 25

-13.17K

AVANTAX ADVISORY SERVICES, INC.

27.96K

Jun 30, 25

-1.15K

0.01%

Good Life Advisors, LLC

22.66K

Jun 30, 25

+160

0.01%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

4.14K

Jun 30, 25

+4.14K

0.00%

First Horizon Advisors, Inc.

500

Jun 30, 25

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-16.68K

Sheaff Brock Investment Advisors, LLC

11.14K

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

3.44K

Mar 31, 25

+3.44K

0.00%

Sandy Spring Bank

1.57K

Mar 31, 25

+25

0.00%

Schechter Investment Advisors, LLC

Mar 31, 25

-23.24K

TrinityPoint Wealth, LLC

40.60K

Dec 31, 24

+54

0.01%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-551

Raymond James Financial Services Advisors, Inc.

1.26M

Sep 30, 24

+773.06K

0.42%

RAYMOND JAMES & ASSOCIATES

940.00K

Sep 30, 24

+57.61K

0.31%

Edmonds Duncan Registered Investment Advisors, LLC

88.00K

Sep 30, 24

+1.28K

0.03%

RAYMOND JAMES TRUST N.A.

68.25K

Sep 30, 24

0.02%

First Personal Financial Services

67.57K

Sep 30, 24

-3.81K

0.02%

M&R CAPITAL MANAGEMENT INC

677

Sep 30, 24

0.00%

Flow State Investments, L.P.

Sep 30, 24

-284.75K

BlackRock Inc.

1.49M

Jun 30, 24

+1.49M

0.50%

EMFO, LLC

26.81K

Jun 30, 24

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

24.43K

Jun 30, 24

0.01%

ICA Group Wealth Management, LLC

2.64K

Jun 30, 24

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-400.71K

Cetera Advisor Networks LLC

103.74K

Mar 31, 24

+9.71K

0.03%

Cetera Advisors LLC

39.63K

Mar 31, 24

+22.62K

0.01%

InterOcean Capital Group, LLC

12.00K

Mar 31, 24

0.00%

CAMBRIDGE TRUST CO

2.38K

Mar 31, 24

0.00%

Crestone Asset Management LLC

Mar 31, 24

-26.18K

StrategIQ Financial Group, LLC

74.94K

Dec 31, 23

-19.28K

0.03%

Baystate Wealth Management LLC

4.79K

Dec 31, 23

+370

0.00%

Bartlett & Co. LLC

105

Dec 31, 23

0.00%

Claybrook Capital, LLC

248.58K

Sep 30, 23

0.08%

GOODWIN DANIEL L

156.33K

Sep 30, 23

0.05%

Wealth Management Solutions, LLC

16.38K

Sep 30, 23

0.01%

BDO Wealth Advisors, LLC

29.30K

Jun 30, 23

+612

0.01%

Kistler-Tiffany Companies, LLC

1.07K

Jun 30, 23

+995

0.00%

MCMILLION CAPITAL MANAGEMENT INC

902

Jun 30, 23

+902

0.00%

LeJeune Puetz Investment Counsel LLC

53.11K

Mar 31, 23

+5.00K

0.02%

Ahrens Investment Partners LLC

500

Mar 31, 23

+500

0.00%

BOENNING & SCATTERGOOD, INC.

20.21K

Dec 31, 22

0.01%

EATON VANCE MANAGEMENT

51.21K

Sep 30, 22

0.02%

American Portfolios Advisors

23.66K

Sep 30, 22

+272

0.01%

ROOSEVELT INVESTMENT GROUP LLC

21.43K

Sep 30, 22

-456

0.01%

Surevest, LLC

3.33K

Sep 30, 22

0.00%

FourThought Financial, LLC

2.69K

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-4.27K

Kore Private Wealth LLC

Sep 30, 22

-18.62K

B. Riley Wealth Management, Inc.

22.69K

Jun 30, 22

+6.98K

0.01%

Lake Point Wealth Management

959

Jun 30, 22

+959

0.00%

BAR HARBOR TRUST SERVICES

Jun 30, 22

PARAMETRIC PORTFOLIO ASSOCIATES LLC

4.01M

Mar 31, 22

+211.96K

1.34%

BREITER CAPITAL MANAGEMENT INC

30.40K

Mar 31, 22

0.01%

Dixon Hughes Goodman Wealth Advisors LLC

7.39K

Mar 31, 22

+1.52K

0.00%

VIRIDIAN RIA, LLC

Mar 31, 22

-20.00K

6 Meridian

242.41K

Dec 31, 21

-26.20K

0.08%

Altavista Wealth Management, Inc.

20.01K

Dec 31, 21

0.01%

Carroll Financial Associates, Inc.

1.76K

Dec 31, 21

+1.76K

0.00%

REILLY FINANCIAL ADVISORS, LLC

300

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

114.76K

Sep 30, 21

+31.04K

0.04%

Allegiant Private Advisors, LLC

176.33K

Jun 30, 21

0.06%

Coe Capital Management, LLC

22.86K

Jun 30, 21

+22.86K

0.01%

USCA RIA LLC

20.08K

Jun 30, 21

+8.60K

0.01%

Hoover Financial Advisors, Inc.

2.64K

Jun 30, 21

+2.64K

0.00%

Point View Wealth Management, Inc.

11.51K

Dec 31, 20

-1.48K

0.00%

Winslow, Evans & Crocker, Inc.

2.26K

Dec 31, 20

0.00%

Reby Advisors, LLC

430

Dec 31, 20

+430

0.00%

First Allied Advisory Services, Inc.

47.84K

Sep 30, 20

+6.49K

0.02%

NORTHSTAR WEALTH PARTNERS LLC

23.66K

Sep 30, 20

0.01%

Huber Financial Advisors, LLC

165.41K

Mar 31, 20

+64

0.06%

ACCURATE INVESTMENT SOLUTIONS, INC.

2.22K

Mar 31, 20

0.00%

Advisor Group, Inc.

236.19K

Dec 31, 19

+12.23K

0.08%

LADENBURG THALMANN FINANCIAL SERVICES INC.

144.34K

Dec 31, 19

+19.55K

0.05%

BB&T SECURITIES, LLC

295.91K

Sep 30, 19

+42.12K

0.10%

SUNTRUST BANKS INC

11.50K

Sep 30, 19

-677

0.00%

Sound View Wealth Advisors, LLC

12.22K

Mar 31, 19

-382

0.00%

Horizon Kinetics LLC

571.51K

Dec 31, 18

-463

0.19%

NORTHERN CAPITAL MANAGEMENT LLC

140.88K

Dec 31, 18

-41.01K

0.05%

Questar Asset Management, Inc.

11.42K

Dec 31, 18

+11.42K

0.00%

ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA

11.42K

Sep 30, 18

-838

0.00%

Vantage Investment Advisors, LLC

1.26K

Sep 30, 18

0.00%

Yellowstone Partners, LLC

19.68K

Dec 31, 17

-24.32K

0.01%

IFC Holdings Incorporated/FL

18.02K

Dec 31, 17

0.01%

BB&T INVESTMENT SERVICES, INC.

468

Dec 31, 17

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-117.61K

Concert Wealth Management Inc.

Sep 30, 17

-27.94K

Commonwealth Equity Services, Inc

574.98K

Jun 30, 17

+16.89K

0.19%

FIRST FINANCIAL EQUITY CORPORATION

37.65K

Mar 31, 17

+37.65K

0.01%

LBA Wealth Management, LLC

145

Mar 31, 17

0.00%

MSI Financial Services Inc

56.76K

Dec 31, 16

+2.80K

0.02%

NEWGATE CAPITAL MANAGEMENT LLC

125.53K

Jun 30, 16

+25.61K

0.04%

VSR Financial Services, Inc.

31.06K

Jun 30, 16

-127

0.01%

Pinnacle Summer Investments, Inc.

8.78K

Dec 31, 15

+7.00K

0.00%

Samson Capital Advisors LLC

296.92K

Sep 30, 15

+296.92K

0.10%

Aris Wealth Services, Inc.

1.73K

Sep 30, 15

0.00%

BAIRD ROBERT W & CO INC /WI/

36.77K

Mar 31, 15

-3.10K

0.01%

NEW ENGLAND SECURITIES CORP /MA/

1.65K

Dec 31, 14

0.00%

UBS AG

439.02K

Sep 30, 14

-12.33K

0.15%

1919 Investment Counsel, LLC

Sep 30, 14

-815

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-28.02K

STIFEL NICOLAUS & CO INC \MO\

10.84K

Sep 30, 13

-5.15K

0.00%

First Allied Securities, Inc.

68.00K

Jun 30, 12

-2.00K

0.02%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

31.91K

Jun 30, 10

-3.50K

0.01%