Newsmax, Inc.(NMAX)

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Newsmax, Inc.(NMAX)

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$10.75—

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NMAX(NMAX)

NMAX

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 276 Institutional Holders

Holder	Shares	Date	Change	% Held
Greenwich Wealth Management LLC	22.80M	Jun 30, 26	--	25.35%
BlackRock, Inc.	2.82M	Jun 30, 26	+290.46K	3.14%
VANGUARD CAPITAL MANAGEMENT LLC	1.46M	Jun 30, 26	+1.46M	1.63%
AQR CAPITAL MANAGEMENT LLC	1.34M	Jun 30, 26	+910.27K	1.49%
STATE STREET CORP	775.36K	Jun 30, 26	+97.06K	0.86%
GEODE CAPITAL MANAGEMENT, LLC	640.10K	Jun 30, 26	+53.16K	0.71%
GOLDMAN SACHS GROUP INC	549.23K	Jun 30, 26	-449.34K	0.61%
VANGUARD PORTFOLIO MANAGEMENT LLC	487.69K	Jun 30, 26	+214.73K	0.54%
HRT FINANCIAL LP	394.75K	Jun 30, 26	+394.75K	0.44%
CITADEL ADVISORS LLC	365.83K	Jun 30, 26	+201.48K	0.41%
MILLENNIUM MANAGEMENT LLC	306.91K	Jun 30, 26	+306.91K	0.34%
NORTHERN TRUST CORP	286.32K	Jun 30, 26	+34.72K	0.32%
Point72 Asset Management, L.P.	205.41K	Jun 30, 26	+205.41K	0.23%
MORGAN STANLEY	182.22K	Jun 30, 26	+59.55K	0.20%
IEQ CAPITAL, LLC	179.28K	Jun 30, 26	+109.60K	0.20%
LPL Financial LLC	176.16K	Jun 30, 26	-76.55K	0.20%
Creative Planning	136.70K	Jun 30, 26	+41.15K	0.15%
XTX Topco Ltd	129.89K	Jun 30, 26	+60.34K	0.14%
Sixth Street Partners Management Company, L.P.	123.46K	Jun 30, 26	+123.46K	0.14%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	123.46K	Jun 30, 26	+11.94K	0.14%
Vista Private Wealth Partners. LLC	107.74K	Jun 30, 26	--	0.12%
UBS Group AG	107.07K	Jun 30, 26	-1.81K	0.12%
ADVISOR GROUP HOLDINGS, INC.	104.53K	Jun 30, 26	+3.62K	0.12%
Trexquant Investment LP	101.70K	Jun 30, 26	+101.70K	0.11%
Bank of New York Mellon Corp	98.35K	Jun 30, 26	-12.42K	0.11%
VANGUARD FIDUCIARY TRUST CO	87.13K	Jun 30, 26	+68.92K	0.10%
Swiss National Bank	85.70K	Jun 30, 26	+85.70K	0.10%
Cerity Partners LLC	82.80K	Jun 30, 26	+58.92K	0.09%
Mariner, LLC	78.94K	Jun 30, 26	+40.08K	0.09%
Nuveen, LLC	75.42K	Jun 30, 26	+6.32K	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	73.78K	Jun 30, 26	+25.92K	0.08%
RAYMOND JAMES FINANCIAL INC	73.35K	Jun 30, 26	-14.79K	0.08%
ALLIANCEBERNSTEIN L.P.	71.40K	Jun 30, 26	+35.40K	0.08%
Centiva Capital, LP	67.51K	Jun 30, 26	+23.97K	0.08%
GROUP ONE TRADING, L.P.	63.42K	Jun 30, 26	+8.04K	0.07%
SRS Capital Advisors, Inc.	62.14K	Jun 30, 26	+40.05K	0.07%
UBS ASSET MANAGEMENT AMERICAS INC	58.35K	Jun 30, 26	+58.35K	0.06%
WELLS FARGO & COMPANY/MN	55.32K	Jun 30, 26	+26.78K	0.06%
RHUMBLINE ADVISERS	52.79K	Jun 30, 26	+19.02K	0.06%
MERCER GLOBAL ADVISORS INC /ADV	51.37K	Jun 30, 26	+19.29K	0.06%
JANE STREET GROUP, LLC	50.40K	Jun 30, 26	-16.01K	0.06%
DEUTSCHE BANK AG\	50.17K	Jun 30, 26	+10.51K	0.06%
BANK OF AMERICA CORP /DE/	49.65K	Jun 30, 26	-12.60K	0.06%
COMMONWEALTH EQUITY SERVICES, LLC	47.10K	Jun 30, 26	+6.35K	0.05%
MIRABELLA FINANCIAL SERVICES LLP	46.57K	Jun 30, 26	+46.57K	0.05%
Kestra Advisory Services, LLC	45.42K	Jun 30, 26	+3.67K	0.05%
CAPTRUST FINANCIAL ADVISORS	43.29K	Jun 30, 26	+10.48K	0.05%
KIECKHEFER GROUP LLC	42.50K	Jun 30, 26	+42.50K	0.05%
PRICE T ROWE ASSOCIATES INC /MD/	39.48K	Jun 30, 26	+6.63K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	38.27K	Jun 30, 26	+21.90K	0.04%
Jain Global LLC	36.02K	Jun 30, 26	+36.02K	0.04%
Integrity Advisory Solutions, LLC	35.86K	Jun 30, 26	+35.86K	0.04%
IMC-Chicago, LLC	32.72K	Jun 30, 26	-21.53K	0.04%
Cetera Investment Advisers	31.72K	Jun 30, 26	-3.58K	0.04%
VANGUARD ASSET MANAGEMENT, Ltd	30.46K	Jun 30, 26	+30.46K	0.03%
Legal & General Group Plc	28.41K	Jun 30, 26	+24.16K	0.03%
Russell Investments Group, Ltd.	28.12K	Jun 30, 26	+18.25K	0.03%
Heck Capital Advisors, LLC	27.64K	Jun 30, 26	--	0.03%
Defender Capital, LLC.	27.26K	Jun 30, 26	--	0.03%
Colony Group, LLC	27.23K	Jun 30, 26	+9.42K	0.03%
JONES FINANCIAL COMPANIES LLLP	26.92K	Jun 30, 26	+3.09K	0.03%
Invesco Ltd.	26.80K	Jun 30, 26	-41.41K	0.03%
FMR LLC	26.53K	Jun 30, 26	-1.96K	0.03%
MetLife Investment Management, LLC	26.31K	Jun 30, 26	-151	0.03%
NewEdge Advisors, LLC	26.07K	Jun 30, 26	+8.66K	0.03%
CITIGROUP INC	23.76K	Jun 30, 26	+21.55K	0.03%
Vident Advisory, LLC	23.38K	Jun 30, 26	-9.61K	0.03%
Cambridge Investment Research Advisors, Inc.	22.55K	Jun 30, 26	+126	0.03%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	22.14K	Jun 30, 26	-451	0.02%
Brevan Howard Capital Management LP	21.55K	Jun 30, 26	+21.55K	0.02%
ROYAL BANK OF CANADA	20.75K	Jun 30, 26	+3.46K	0.02%
Caprock Group, LLC	20.29K	Jun 30, 26	--	0.02%
Merit Financial Group, LLC	20.22K	Jun 30, 26	+6.79K	0.02%
JPMORGAN CHASE & CO	20.20K	Jun 30, 26	+855	0.02%
Aptus Capital Advisors, LLC	20.05K	Jun 30, 26	+1.23K	0.02%
Abel Hall, LLC	20.04K	Jun 30, 26	+827	0.02%
AXQ CAPITAL, LP	18.71K	Jun 30, 26	-4.85K	0.02%
CANADA PENSION PLAN INVESTMENT BOARD	17.85K	Jun 30, 26	--	0.02%
EP Wealth Advisors, LLC	17.34K	Jun 30, 26	+2.79K	0.02%
BNP PARIBAS ARBITRAGE, SNC	17.03K	Jun 30, 26	-280.90K	0.02%
BRIGHTON JONES LLC	16.80K	Jun 30, 26	+16.80K	0.02%
Sanctuary Advisors, LLC	16.12K	Jun 30, 26	+4.48K	0.02%
SIMPLEX TRADING, LLC	16.11K	Jun 30, 26	-8.05K	0.02%
Farther Finance Advisors, LLC	15.57K	Jun 30, 26	-826	0.02%
Buckingham Strategic Partners	15.25K	Jun 30, 26	+15.25K	0.02%
Pallas Capital Advisors LLC	15.09K	Jun 30, 26	+15.09K	0.02%
Busey Wealth Management	14.98K	Jun 30, 26	--	0.02%
Zurcher Kantonalbank (Zurich Cantonalbank)	14.94K	Jun 30, 26	+14.94K	0.02%
GREAT LAKES ADVISORS, LLC	14.82K	Jun 30, 26	-3.44K	0.02%
Element Wealth, LLC	13.98K	Jun 30, 26	-300	0.02%
Cove Private Wealth, LLC	13.89K	Jun 30, 26	--	0.02%
49 WEALTH MANAGEMENT, LLC	13.87K	Jun 30, 26	+13.87K	0.02%
ALONGSIDE, LLC	13.87K	Jun 30, 26	+13.87K	0.02%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	13.79K	Jun 30, 26	+262	0.02%
M&T BANK CORP	13.69K	Jun 30, 26	+13.69K	0.02%
Freestone Capital Holdings, LLC	13.67K	Jun 30, 26	--	0.02%
FINANCIAL CONSULATE, INC	13.64K	Jun 30, 26	--	0.02%
Royal Harbor Partners, LLC	13.53K	Jun 30, 26	--	0.02%
Allegheny Financial Group LTD	13.27K	Jun 30, 26	--	0.01%
FORTEM FINANCIAL GROUP, LLC	13.18K	Jun 30, 26	-1.00K	0.01%
Values First Advisors, Inc.	12.91K	Jun 30, 26	+12.91K	0.01%
Apollon Wealth Management, LLC	12.66K	Jun 30, 26	+142	0.01%
Janney Montgomery Scott LLC	12.56K	Jun 30, 26	+12.56K	0.01%
Vanguard Investments Australia, Ltd.	12.54K	Jun 30, 26	+12.54K	0.01%
Allworth Financial LP	11.98K	Jun 30, 26	+4.27K	0.01%
INTECH INVESTMENT MANAGEMENT LLC	11.96K	Jun 30, 26	-2.58K	0.01%
SEI INVESTMENTS CO	11.95K	Jun 30, 26	--	0.01%
J.W. COLE ADVISORS, INC.	11.94K	Jun 30, 26	--	0.01%
Police & Firemen's Retirement System of New Jersey	11.91K	Jun 30, 26	--	0.01%
Kingsview Wealth Management, LLC	11.85K	Jun 30, 26	+1.36K	0.01%
Arizona State Retirement System	11.78K	Jun 30, 26	+11.78K	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	11.51K	Jun 30, 26	-2.75K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	11.04K	Jun 30, 26	-77	0.01%
BANK OF MONTREAL /CAN/	10.38K	Jun 30, 26	+10.38K	0.01%
NICOLET BANKSHARES INC	10.25K	Jun 30, 26	+10.25K	0.01%
KLP KAPITALFORVALTNING AS	9.70K	Jun 30, 26	+9.70K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	9.21K	Jun 30, 26	+822	0.01%
Integrated Wealth Concepts LLC	8.11K	Jun 30, 26	+8.11K	0.01%
BARCLAYS PLC	7.24K	Jun 30, 26	-12.32K	0.01%
Archer Investment Corp	7.01K	Jun 30, 26	--	0.01%
Ancora Advisors, LLC	6.86K	Jun 30, 26	--	0.01%
NEW YORK STATE COMMON RETIREMENT FUND	6.00K	Jun 30, 26	--	0.01%
BRYN MAWR TRUST Co	5.38K	Jun 30, 26	--	0.01%
Smartleaf Asset Management LLC	5.17K	Jun 30, 26	--	0.01%
Ameritas Investment Partners, Inc.	3.86K	Jun 30, 26	--	0.00%
Caitong International Asset Management Co., Ltd	3.70K	Jun 30, 26	-22.71K	0.00%
PFS Partners, LLC	3.41K	Jun 30, 26	--	0.00%
North Star Investment Management Corp.	3.38K	Jun 30, 26	--	0.00%
Rockefeller Capital Management L.P.	3.30K	Jun 30, 26	+402	0.00%
Medallion Wealth Advisors, LLC	3.23K	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	3.19K	Jun 30, 26	+579	0.00%
US BANCORP \DE\	3.18K	Jun 30, 26	+2.59K	0.00%
HARBOUR INVESTMENTS, INC.	2.99K	Jun 30, 26	-500	0.00%
IFP Advisors, Inc	2.32K	Jun 30, 26	+350	0.00%
Owl Creek Wealth Partners LLC	2.14K	Jun 30, 26	-300	0.00%
OSTERWEIS CAPITAL MANAGEMENT INC	2.12K	Jun 30, 26	--	0.00%
SOA Wealth Advisors, LLC.	2.10K	Jun 30, 26	--	0.00%
Rachor Investment Advisory Services, LLC	2.03K	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	1.91K	Jun 30, 26	-410	0.00%
Tower Research Capital LLC (TRC)	1.75K	Jun 30, 26	-3.54K	0.00%
HOLLENCREST CAPITAL MANAGEMENT	1.67K	Jun 30, 26	--	0.00%
Larson Financial Group LLC	1.63K	Jun 30, 26	+634	0.00%
ARMSTRONG ADVISORY GROUP, INC	1.60K	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	1.57K	Jun 30, 26	--	0.00%
VALLEY NATIONAL ADVISERS INC	1.50K	Jun 30, 26	--	0.00%
Avion Wealth	1.50K	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	1.45K	Jun 30, 26	+26	0.00%
Colonial Trust Co / SC	1.40K	Jun 30, 26	+1.40K	0.00%
Centerpoint Advisors, LLC	1.36K	Jun 30, 26	--	0.00%
Steigerwald, Gordon & Koch Inc.	1.36K	Jun 30, 26	--	0.00%
Colonial Trust Advisors	1.35K	Jun 30, 26	--	0.00%
MCF Advisors LLC	1.35K	Jun 30, 26	--	0.00%
Greykasell Wealth Strategies, Inc.	1.35K	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	1.21K	Jun 30, 26	+1.21K	0.00%
Essential Partners LLC	1.15K	Jun 30, 26	-2.37K	0.00%
ROTHSCHILD INVESTMENT LLC	1.14K	Jun 30, 26	+321	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.10K	Jun 30, 26	+1.00K	0.00%
Global Retirement Partners, LLC	1.08K	Jun 30, 26	+1.08K	0.00%
UMB Bank, n.a.	1.00K	Jun 30, 26	--	0.00%
GILL CAPITAL PARTNERS, LLC	1.00K	Jun 30, 26	--	0.00%
WOLFF WIESE MAGANA LLC	1.00K	Jun 30, 26	-1.10K	0.00%
Winthrop Capital Management, LLC	1.00K	Jun 30, 26	+1.00K	0.00%
EVERMAY WEALTH MANAGEMENT LLC	1.00K	Jun 30, 26	--	0.00%
WHITTIER TRUST CO	1.00K	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	902	Jun 30, 26	--	0.00%
TOWER TRUST & INVESTMENT Co	902	Jun 30, 26	--	0.00%
SHP Wealth Management	809	Jun 30, 26	+500	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	772	Jun 30, 26	--	0.00%
Montgomery Financial Services LLC	705	Jun 30, 26	+705	0.00%
Parallel Advisors, LLC	682	Jun 30, 26	+172	0.00%
Tradewinds Capital Management, LLC	680	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	676	Jun 30, 26	--	0.00%
LOS ANGELES CAPITAL MANAGEMENT LLC	605	Jun 30, 26	--	0.00%
Fourth Dimension Wealth, LLC	600	Jun 30, 26	--	0.00%
Moisand Fitzgerald Tamayo, LLC	600	Jun 30, 26	--	0.00%
True Wealth Design, LLC	531	Jun 30, 26	+356	0.00%
GAMMA Investing LLC	426	Jun 30, 26	-516	0.00%
NBC SECURITIES, INC.	400	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	400	Jun 30, 26	--	0.00%
Cornerstone Planning Group LLC	375	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	362	Jun 30, 26	-200	0.00%
Fortitude Family Office, LLC	321	Jun 30, 26	+321	0.00%
Ameritas Advisory Services, LLC	270	Jun 30, 26	+270	0.00%
Ronald Blue Trust, Inc.	250	Jun 30, 26	-20	0.00%
HOEY INVESTMENTS, INC	250	Jun 30, 26	--	0.00%
Strategic Investment Solutions, Inc. /IL	250	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	229	Jun 30, 26	+29	0.00%
NISA INVESTMENT ADVISORS, LLC	213	Jun 30, 26	-127	0.00%
FIRST FINANCIAL CORP /IN/	206	Jun 30, 26	--	0.00%
Winch Advisory Services, LLC	200	Jun 30, 26	--	0.00%
SWAN Capital LLC	200	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	200	Jun 30, 26	--	0.00%
CENTRAL TRUST Co	200	Jun 30, 26	--	0.00%
Private Wealth Management Group, LLC	186	Jun 30, 26	--	0.00%
Pflug Koory, LLC	175	Jun 30, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	175	Jun 30, 26	--	0.00%
Gen-Wealth Partners Inc	170	Jun 30, 26	--	0.00%
Sterling Capital Management LLC	169	Jun 30, 26	-1.41K	0.00%
SIMS INVESTMENT MANAGEMENT, LLC	152	Jun 30, 26	+152	0.00%
BFSG, LLC	130	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	127	Jun 30, 26	--	0.00%
American Capital Advisory, LLC	124	Jun 30, 26	--	0.00%
Center for Financial Planning, Inc.	120	Jun 30, 26	--	0.00%
NVWM, LLC	100	Jun 30, 26	--	0.00%
Truvestments Capital LLC	100	Jun 30, 26	--	0.00%
Holos Integrated Wealth LLC	100	Jun 30, 26	--	0.00%
Three Bearings Fiduciary Advisors, Inc.	100	Jun 30, 26	--	0.00%
LRI Investments, LLC	100	Jun 30, 26	--	0.00%
Lloyd Advisory Services, LLC.	100	Jun 30, 26	+100	0.00%
Meramec Financial Planners, LLC	100	Jun 30, 26	--	0.00%
Caldwell Trust Co	100	Jun 30, 26	+100	0.00%
Fulcrum Asset Management LLP	94	Jun 30, 26	+94	0.00%
SJS Investment Consulting Inc.	74	Jun 30, 26	+67	0.00%
SBI Securities Co., Ltd.	72	Jun 30, 26	+13	0.00%
Capital Analysts, LLC	70	Jun 30, 26	+70	0.00%
Mosley Wealth Management	60	Jun 30, 26	--	0.00%
Investors Portfolio Services LLC	52	Jun 30, 26	--	0.00%
Trust Co	50	Jun 30, 26	--	0.00%
Hilton Head Capital Partners, LLC	50	Jun 30, 26	--	0.00%
Synergy Investment Management, LLC	40	Jun 30, 26	--	0.00%
Morton Brown Family Wealth, LLC	40	Jun 30, 26	--	0.00%
Vermillion Wealth Management, Inc.	36	Jun 30, 26	--	0.00%
MASSMUTUAL TRUST CO FSB/ADV	30	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	29	Jun 30, 26	--	0.00%
Axiom Investment Management LLC	25	Jun 30, 26	+25	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	21	Jun 30, 26	--	0.00%
ROCKY MOUNTAIN ADVISERS, LLC	20	Jun 30, 26	--	0.00%
FIRST HORIZON CORP	20	Jun 30, 26	--	0.00%
Cassaday & Co Wealth Management LLC	10	Jun 30, 26	--	0.00%
Markowski Investments	10	Jun 30, 26	+10	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	10	Jun 30, 26	--	0.00%
JPL Wealth Management, LLC	7	Jun 30, 26	+7	0.00%
Walleye Capital LLC	1	Jun 30, 26	+1	0.00%
First Command Advisory Services, Inc.	--	Jun 30, 26	-500	--
Man Group plc	--	Jun 30, 26	-12.95K	--
WPG Advisers, LLC	--	Jun 30, 26	-300	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.86K	--
Encompass More Asset Management	--	Jun 30, 26	-38.00K	--
Aquatic Capital Management LLC	--	Jun 30, 26	-33.72K	--
Bare Financial Services, Inc	--	Jun 30, 26	-117	--
TUDOR INVESTMENT CORP ET AL	--	Jun 30, 26	-36.62K	--
Root Financial Partners, LLC	--	Jun 30, 26	-124	--
Western Wealth Management, LLC	--	Jun 30, 26	-124	--
Entropy Technologies, LP	--	Jun 30, 26	-35.28K	--
MAI Capital Management	--	Jun 30, 26	-1.89K	--
ExodusPoint Capital Management, LP	--	Jun 30, 26	-12.29K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-63	--
CULLEN/FROST BANKERS, INC.	--	Jun 30, 26	-100	--
Foundations Investment Advisors, LLC	--	Jun 30, 26	-10.67K	--
QUADRANT CAPITAL GROUP LLC	--	Jun 30, 26	-940	--
HARBOR INVESTMENT ADVISORY, LLC	--	Jun 30, 26	-1.00K	--
Asset Dedication, LLC	--	Jun 30, 26	-100	--
DARK FOREST CAPITAL MANAGEMENT LP	--	Jun 30, 26	-14.45K	--
Virtu Financial LLC	--	Jun 30, 26	-56.73K	--
Activest Wealth Management	--	Jun 30, 26	-1	--
Key Capital Management, INC	--	Jun 30, 26	-100	--
Wealth Preservation Advisors, LLC	--	Jun 30, 26	-57	--
ORG Wealth Partners, LLC	--	Jun 30, 26	-702	--
Quantbot Technologies LP	--	Jun 30, 26	-17.75K	--
BALYASNY ASSET MANAGEMENT L.P.	--	Jun 30, 26	-15.35K	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-100	--
CWM, LLC	29.34K	Mar 31, 26	+26.20K	0.03%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	2.57K	Mar 31, 26	-353	0.00%
Sunbelt Securities, Inc.	105	Mar 31, 26	--	0.00%
Parkside Financial Bank & Trust	75	Mar 31, 26	--	0.00%
VANGUARD GROUP INC	286.83K	Dec 31, 25	+222.25K	0.32%
ROVIN CAPITAL /UT/ /ADV	39.98K	Dec 31, 25	--	0.04%
TUCKER ASSET MANAGEMENT LLC	1.12K	Dec 31, 25	+1.12K	0.00%
New Millennium Group LLC	9	Dec 31, 25	--	0.00%
PERRITT CAPITAL MANAGEMENT INC	--	Dec 31, 25	-4	--
West Oak Capital, LLC	2.00K	Sep 30, 25	--	0.00%
Binnacle Investments Inc	1.74K	Sep 30, 25	+1.74K	0.00%
Abich Financial Wealth Management LLC	500	Sep 30, 25	+500	0.00%
AllSquare Wealth Management LLC	33	Sep 30, 25	--	0.00%
Congress Wealth Management LLC / DE /	41.82K	Jun 30, 25	+41.82K	0.05%
First Horizon Advisors, Inc.	20	Jun 30, 25	+20	0.00%

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Holder

Date

Change

% Held

Greenwich Wealth Management LLC

22.80M

Jun 30, 26

25.35%

BlackRock, Inc.

2.82M

Jun 30, 26

+290.46K

3.14%

VANGUARD CAPITAL MANAGEMENT LLC

1.46M

Jun 30, 26

+1.46M

1.63%

AQR CAPITAL MANAGEMENT LLC

1.34M

Jun 30, 26

+910.27K

1.49%

STATE STREET CORP

775.36K

Jun 30, 26

+97.06K

0.86%

GEODE CAPITAL MANAGEMENT, LLC

640.10K

Jun 30, 26

+53.16K

0.71%

GOLDMAN SACHS GROUP INC

549.23K

Jun 30, 26

-449.34K

0.61%

VANGUARD PORTFOLIO MANAGEMENT LLC

487.69K

Jun 30, 26

+214.73K

0.54%

HRT FINANCIAL LP

394.75K

Jun 30, 26

+394.75K

0.44%

CITADEL ADVISORS LLC

365.83K

Jun 30, 26

+201.48K

0.41%

MILLENNIUM MANAGEMENT LLC

306.91K

Jun 30, 26

+306.91K

0.34%

NORTHERN TRUST CORP

286.32K

Jun 30, 26

+34.72K

0.32%

Point72 Asset Management, L.P.

205.41K

Jun 30, 26

+205.41K

0.23%

MORGAN STANLEY

182.22K

Jun 30, 26

+59.55K

0.20%

IEQ CAPITAL, LLC

179.28K

Jun 30, 26

+109.60K

0.20%

LPL Financial LLC

176.16K

Jun 30, 26

-76.55K

0.20%

Creative Planning

136.70K

Jun 30, 26

+41.15K

0.15%

XTX Topco Ltd

129.89K

Jun 30, 26

+60.34K

0.14%

Sixth Street Partners Management Company, L.P.

123.46K

Jun 30, 26

+123.46K

0.14%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

123.46K

Jun 30, 26

+11.94K

0.14%

Vista Private Wealth Partners. LLC

107.74K

Jun 30, 26

0.12%

UBS Group AG

107.07K

Jun 30, 26

-1.81K

0.12%

ADVISOR GROUP HOLDINGS, INC.

104.53K

Jun 30, 26

+3.62K

0.12%

Trexquant Investment LP

101.70K

Jun 30, 26

+101.70K

0.11%

Bank of New York Mellon Corp

98.35K

Jun 30, 26

-12.42K

0.11%

VANGUARD FIDUCIARY TRUST CO

87.13K

Jun 30, 26

+68.92K

0.10%

Swiss National Bank

85.70K

Jun 30, 26

+85.70K

0.10%

Cerity Partners LLC

82.80K

Jun 30, 26

+58.92K

0.09%

Mariner, LLC

78.94K

Jun 30, 26

+40.08K

0.09%

Nuveen, LLC

75.42K

Jun 30, 26

+6.32K

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

73.78K

Jun 30, 26

+25.92K

0.08%

RAYMOND JAMES FINANCIAL INC

73.35K

Jun 30, 26

-14.79K

0.08%

ALLIANCEBERNSTEIN L.P.

71.40K

Jun 30, 26

+35.40K

0.08%

Centiva Capital, LP

67.51K

Jun 30, 26

+23.97K

0.08%

GROUP ONE TRADING, L.P.

63.42K

Jun 30, 26

+8.04K

0.07%

SRS Capital Advisors, Inc.

62.14K

Jun 30, 26

+40.05K

0.07%

UBS ASSET MANAGEMENT AMERICAS INC

58.35K

Jun 30, 26

+58.35K

0.06%

WELLS FARGO & COMPANY/MN

55.32K

Jun 30, 26

+26.78K

0.06%

RHUMBLINE ADVISERS

52.79K

Jun 30, 26

+19.02K

0.06%

MERCER GLOBAL ADVISORS INC /ADV

51.37K

Jun 30, 26

+19.29K

0.06%

JANE STREET GROUP, LLC

50.40K

Jun 30, 26

-16.01K

0.06%

DEUTSCHE BANK AG\

50.17K

Jun 30, 26

+10.51K

0.06%

BANK OF AMERICA CORP /DE/

49.65K

Jun 30, 26

-12.60K

0.06%

COMMONWEALTH EQUITY SERVICES, LLC

47.10K

Jun 30, 26

+6.35K

0.05%

MIRABELLA FINANCIAL SERVICES LLP

46.57K

Jun 30, 26

+46.57K

0.05%

Kestra Advisory Services, LLC

45.42K

Jun 30, 26

+3.67K

0.05%

CAPTRUST FINANCIAL ADVISORS

43.29K

Jun 30, 26

+10.48K

0.05%

KIECKHEFER GROUP LLC

42.50K

Jun 30, 26

+42.50K

0.05%

PRICE T ROWE ASSOCIATES INC /MD/

39.48K

Jun 30, 26

+6.63K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

38.27K

Jun 30, 26

+21.90K

0.04%

Jain Global LLC

36.02K

Jun 30, 26

+36.02K

0.04%

Integrity Advisory Solutions, LLC

35.86K

Jun 30, 26

+35.86K

0.04%

IMC-Chicago, LLC

32.72K

Jun 30, 26

-21.53K

0.04%

Cetera Investment Advisers

31.72K

Jun 30, 26

-3.58K

0.04%

VANGUARD ASSET MANAGEMENT, Ltd

30.46K

Jun 30, 26

+30.46K

0.03%

Legal & General Group Plc

28.41K

Jun 30, 26

+24.16K

0.03%

Russell Investments Group, Ltd.

28.12K

Jun 30, 26

+18.25K

0.03%

Heck Capital Advisors, LLC

27.64K

Jun 30, 26

0.03%

Defender Capital, LLC.

27.26K

Jun 30, 26

0.03%

Colony Group, LLC

27.23K

Jun 30, 26

+9.42K

0.03%

JONES FINANCIAL COMPANIES LLLP

26.92K

Jun 30, 26

+3.09K

0.03%

Invesco Ltd.

26.80K

Jun 30, 26

-41.41K

0.03%

FMR LLC

26.53K

Jun 30, 26

-1.96K

0.03%

MetLife Investment Management, LLC

26.31K

Jun 30, 26

-151

0.03%

NewEdge Advisors, LLC

26.07K

Jun 30, 26

+8.66K

0.03%

CITIGROUP INC

23.76K

Jun 30, 26

+21.55K

0.03%

Vident Advisory, LLC

23.38K

Jun 30, 26

-9.61K

0.03%

Cambridge Investment Research Advisors, Inc.

22.55K

Jun 30, 26

+126

0.03%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

22.14K

Jun 30, 26

-451

0.02%

Brevan Howard Capital Management LP

21.55K

Jun 30, 26

+21.55K

0.02%

ROYAL BANK OF CANADA

20.75K

Jun 30, 26

+3.46K

0.02%

Caprock Group, LLC

20.29K

Jun 30, 26

0.02%

Merit Financial Group, LLC

20.22K

Jun 30, 26

+6.79K

0.02%

JPMORGAN CHASE & CO

20.20K

Jun 30, 26

+855

0.02%

Aptus Capital Advisors, LLC

20.05K

Jun 30, 26

+1.23K

0.02%

Abel Hall, LLC

20.04K

Jun 30, 26

+827

0.02%

AXQ CAPITAL, LP

18.71K

Jun 30, 26

-4.85K

0.02%

CANADA PENSION PLAN INVESTMENT BOARD

17.85K

Jun 30, 26

0.02%

EP Wealth Advisors, LLC

17.34K

Jun 30, 26

+2.79K

0.02%

BNP PARIBAS ARBITRAGE, SNC

17.03K

Jun 30, 26

-280.90K

0.02%

BRIGHTON JONES LLC

16.80K

Jun 30, 26

+16.80K

0.02%

Sanctuary Advisors, LLC

16.12K

Jun 30, 26

+4.48K

0.02%

SIMPLEX TRADING, LLC

16.11K

Jun 30, 26

-8.05K

0.02%

Farther Finance Advisors, LLC

15.57K

Jun 30, 26

-826

0.02%

Buckingham Strategic Partners

15.25K

Jun 30, 26

+15.25K

0.02%

Pallas Capital Advisors LLC

15.09K

Jun 30, 26

+15.09K

0.02%

Busey Wealth Management

14.98K

Jun 30, 26

0.02%

Zurcher Kantonalbank (Zurich Cantonalbank)

14.94K

Jun 30, 26

+14.94K

0.02%

GREAT LAKES ADVISORS, LLC

14.82K

Jun 30, 26

-3.44K

0.02%

Element Wealth, LLC

13.98K

Jun 30, 26

-300

0.02%

Cove Private Wealth, LLC

13.89K

Jun 30, 26

0.02%

49 WEALTH MANAGEMENT, LLC

13.87K

Jun 30, 26

+13.87K

0.02%

ALONGSIDE, LLC

13.87K

Jun 30, 26

+13.87K

0.02%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

13.79K

Jun 30, 26

+262

0.02%

M&T BANK CORP

13.69K

Jun 30, 26

+13.69K

0.02%

Freestone Capital Holdings, LLC

13.67K

Jun 30, 26

0.02%

FINANCIAL CONSULATE, INC

13.64K

Jun 30, 26

0.02%

Royal Harbor Partners, LLC

13.53K

Jun 30, 26

0.02%

Allegheny Financial Group LTD

13.27K

Jun 30, 26

0.01%

FORTEM FINANCIAL GROUP, LLC

13.18K

Jun 30, 26

-1.00K

0.01%

Values First Advisors, Inc.

12.91K

Jun 30, 26

+12.91K

0.01%

Apollon Wealth Management, LLC

12.66K

Jun 30, 26

+142

0.01%

Janney Montgomery Scott LLC

12.56K

Jun 30, 26

+12.56K

0.01%

Vanguard Investments Australia, Ltd.

12.54K

Jun 30, 26

+12.54K

0.01%

Allworth Financial LP

11.98K

Jun 30, 26

+4.27K

0.01%

INTECH INVESTMENT MANAGEMENT LLC

11.96K

Jun 30, 26

-2.58K

0.01%

SEI INVESTMENTS CO

11.95K

Jun 30, 26

0.01%

J.W. COLE ADVISORS, INC.

11.94K

Jun 30, 26

0.01%

Police & Firemen's Retirement System of New Jersey

11.91K

Jun 30, 26

0.01%

Kingsview Wealth Management, LLC

11.85K

Jun 30, 26

+1.36K

0.01%

Arizona State Retirement System

11.78K

Jun 30, 26

+11.78K

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

11.51K

Jun 30, 26

-2.75K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

11.04K

Jun 30, 26

-77

0.01%

BANK OF MONTREAL /CAN/

10.38K

Jun 30, 26

+10.38K

0.01%

NICOLET BANKSHARES INC

10.25K

Jun 30, 26

+10.25K

0.01%

KLP KAPITALFORVALTNING AS

9.70K

Jun 30, 26

+9.70K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

9.21K

Jun 30, 26

+822

0.01%

Integrated Wealth Concepts LLC

8.11K

Jun 30, 26

+8.11K

0.01%

BARCLAYS PLC

7.24K

Jun 30, 26

-12.32K

0.01%

Archer Investment Corp

7.01K

Jun 30, 26

0.01%

Ancora Advisors, LLC

6.86K

Jun 30, 26

0.01%

NEW YORK STATE COMMON RETIREMENT FUND

6.00K

Jun 30, 26

0.01%

BRYN MAWR TRUST Co

5.38K

Jun 30, 26

0.01%

Smartleaf Asset Management LLC

5.17K

Jun 30, 26

0.01%

Ameritas Investment Partners, Inc.

3.86K

Jun 30, 26

0.00%

Caitong International Asset Management Co., Ltd

3.70K

Jun 30, 26

-22.71K

0.00%

PFS Partners, LLC

3.41K

Jun 30, 26

0.00%

North Star Investment Management Corp.

3.38K

Jun 30, 26

0.00%

Rockefeller Capital Management L.P.

3.30K

Jun 30, 26

+402

0.00%

Medallion Wealth Advisors, LLC

3.23K

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

3.19K

Jun 30, 26

+579

0.00%

US BANCORP \DE\

3.18K

Jun 30, 26

+2.59K

0.00%

HARBOUR INVESTMENTS, INC.

2.99K

Jun 30, 26

-500

0.00%

IFP Advisors, Inc

2.32K

Jun 30, 26

+350

0.00%

Owl Creek Wealth Partners LLC

2.14K

Jun 30, 26

-300

0.00%

OSTERWEIS CAPITAL MANAGEMENT INC

2.12K

Jun 30, 26

0.00%

SOA Wealth Advisors, LLC.

2.10K

Jun 30, 26

0.00%

Rachor Investment Advisory Services, LLC

2.03K

Jun 30, 26

0.00%

SIGNATUREFD, LLC

1.91K

Jun 30, 26

-410

0.00%

Tower Research Capital LLC (TRC)

1.75K

Jun 30, 26

-3.54K

0.00%

HOLLENCREST CAPITAL MANAGEMENT

1.67K

Jun 30, 26

0.00%

Larson Financial Group LLC

1.63K

Jun 30, 26

+634

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.60K

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

1.57K

Jun 30, 26

0.00%

VALLEY NATIONAL ADVISERS INC

1.50K

Jun 30, 26

0.00%

Avion Wealth

1.50K

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

1.45K

Jun 30, 26

+26

0.00%

Colonial Trust Co / SC

1.40K

Jun 30, 26

+1.40K

0.00%

Centerpoint Advisors, LLC

1.36K

Jun 30, 26

0.00%

Steigerwald, Gordon & Koch Inc.

1.36K

Jun 30, 26

0.00%

Colonial Trust Advisors

1.35K

Jun 30, 26

0.00%

MCF Advisors LLC

1.35K

Jun 30, 26

0.00%

Greykasell Wealth Strategies, Inc.

1.35K

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

1.21K

Jun 30, 26

+1.21K

0.00%

Essential Partners LLC

1.15K

Jun 30, 26

-2.37K

0.00%

ROTHSCHILD INVESTMENT LLC

1.14K

Jun 30, 26

+321

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.10K

Jun 30, 26

+1.00K

0.00%

Global Retirement Partners, LLC

1.08K

Jun 30, 26

+1.08K

0.00%

UMB Bank, n.a.

1.00K

Jun 30, 26

0.00%

GILL CAPITAL PARTNERS, LLC

1.00K

Jun 30, 26

0.00%

WOLFF WIESE MAGANA LLC

1.00K

Jun 30, 26

-1.10K

0.00%

Winthrop Capital Management, LLC

1.00K

Jun 30, 26

+1.00K

0.00%

EVERMAY WEALTH MANAGEMENT LLC

1.00K

Jun 30, 26

0.00%

WHITTIER TRUST CO

1.00K

Jun 30, 26

0.00%

Bogart Wealth, LLC

902

Jun 30, 26

0.00%

TOWER TRUST & INVESTMENT Co

902

Jun 30, 26

0.00%

SHP Wealth Management

809

Jun 30, 26

+500

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

772

Jun 30, 26

0.00%

Montgomery Financial Services LLC

705

Jun 30, 26

+705

0.00%

Parallel Advisors, LLC

682

Jun 30, 26

+172

0.00%

Tradewinds Capital Management, LLC

680

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

676

Jun 30, 26

0.00%

LOS ANGELES CAPITAL MANAGEMENT LLC

605

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

600

Jun 30, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

600

Jun 30, 26

0.00%

True Wealth Design, LLC

531

Jun 30, 26

+356

0.00%

GAMMA Investing LLC

426

Jun 30, 26

-516

0.00%

NBC SECURITIES, INC.

400

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

400

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

375

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

362

Jun 30, 26

-200

0.00%

Fortitude Family Office, LLC

321

Jun 30, 26

+321

0.00%

Ameritas Advisory Services, LLC

270

Jun 30, 26

+270

0.00%

Ronald Blue Trust, Inc.

250

Jun 30, 26

-20

0.00%

HOEY INVESTMENTS, INC

250

Jun 30, 26

0.00%

Strategic Investment Solutions, Inc. /IL

250

Jun 30, 26

0.00%

Clearstead Advisors, LLC

229

Jun 30, 26

+29

0.00%

NISA INVESTMENT ADVISORS, LLC

213

Jun 30, 26

-127

0.00%

FIRST FINANCIAL CORP /IN/

206

Jun 30, 26

0.00%

Winch Advisory Services, LLC

200

Jun 30, 26

0.00%

SWAN Capital LLC

200

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

200

Jun 30, 26

0.00%

CENTRAL TRUST Co

200

Jun 30, 26

0.00%

Private Wealth Management Group, LLC

186

Jun 30, 26

0.00%

Pflug Koory, LLC

175

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

175

Jun 30, 26

0.00%

Gen-Wealth Partners Inc

170

Jun 30, 26

0.00%

Sterling Capital Management LLC

169

Jun 30, 26

-1.41K

0.00%

SIMS INVESTMENT MANAGEMENT, LLC

152

Jun 30, 26

+152

0.00%

BFSG, LLC

130

Jun 30, 26

0.00%

CoreCap Advisors, LLC

127

Jun 30, 26

0.00%

American Capital Advisory, LLC

124

Jun 30, 26

0.00%

Center for Financial Planning, Inc.

120

Jun 30, 26

0.00%

NVWM, LLC

100

Jun 30, 26

0.00%

Truvestments Capital LLC

100

Jun 30, 26

0.00%

Holos Integrated Wealth LLC

100

Jun 30, 26

0.00%

Three Bearings Fiduciary Advisors, Inc.

100

Jun 30, 26

0.00%

LRI Investments, LLC

100

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

100

Jun 30, 26

+100

0.00%

Meramec Financial Planners, LLC

100

Jun 30, 26

0.00%

Caldwell Trust Co

100

Jun 30, 26

+100

0.00%

Fulcrum Asset Management LLP

Jun 30, 26

+94

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

+67

0.00%

SBI Securities Co., Ltd.

Jun 30, 26

+13

0.00%

Capital Analysts, LLC

Jun 30, 26

+70

0.00%

Mosley Wealth Management

Jun 30, 26

0.00%

Investors Portfolio Services LLC

Jun 30, 26

0.00%

Trust Co

Jun 30, 26

0.00%

Hilton Head Capital Partners, LLC

Jun 30, 26

0.00%

Synergy Investment Management, LLC

Jun 30, 26

0.00%

Morton Brown Family Wealth, LLC

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

Jun 30, 26

0.00%

MASSMUTUAL TRUST CO FSB/ADV

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

Jun 30, 26

0.00%

Axiom Investment Management LLC

Jun 30, 26

+25

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

Jun 30, 26

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

Jun 30, 26

0.00%

FIRST HORIZON CORP

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

Jun 30, 26

0.00%

Markowski Investments

Jun 30, 26

+10

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

JPL Wealth Management, LLC

Jun 30, 26

0.00%

Walleye Capital LLC

Jun 30, 26

0.00%

First Command Advisory Services, Inc.

Jun 30, 26

-500

Man Group plc

Jun 30, 26

-12.95K

WPG Advisers, LLC

Jun 30, 26

-300

Advisory Services Network, LLC

Jun 30, 26

-1.86K

Encompass More Asset Management

Jun 30, 26

-38.00K

Aquatic Capital Management LLC

Jun 30, 26

-33.72K

Bare Financial Services, Inc

Jun 30, 26

-117

TUDOR INVESTMENT CORP ET AL

Jun 30, 26

-36.62K

Root Financial Partners, LLC

Jun 30, 26

-124

Western Wealth Management, LLC

Jun 30, 26

-124

Entropy Technologies, LP

Jun 30, 26

-35.28K

MAI Capital Management

Jun 30, 26

-1.89K

ExodusPoint Capital Management, LP

Jun 30, 26

-12.29K

Sound Income Strategies, LLC

Jun 30, 26

-63

CULLEN/FROST BANKERS, INC.

Jun 30, 26

-100

Foundations Investment Advisors, LLC

Jun 30, 26

-10.67K

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-940

HARBOR INVESTMENT ADVISORY, LLC

Jun 30, 26

-1.00K

Asset Dedication, LLC

Jun 30, 26

-100

DARK FOREST CAPITAL MANAGEMENT LP

Jun 30, 26

-14.45K

Virtu Financial LLC

Jun 30, 26

-56.73K

Activest Wealth Management

Jun 30, 26

-1

Key Capital Management, INC

Jun 30, 26

-100

Wealth Preservation Advisors, LLC

Jun 30, 26

-57

ORG Wealth Partners, LLC

Jun 30, 26

-702

Quantbot Technologies LP

Jun 30, 26

-17.75K

BALYASNY ASSET MANAGEMENT L.P.

Jun 30, 26

-15.35K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-100

CWM, LLC

29.34K

Mar 31, 26

+26.20K

0.03%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

2.57K

Mar 31, 26

-353

0.00%

Sunbelt Securities, Inc.

105

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

Mar 31, 26

0.00%

VANGUARD GROUP INC

286.83K

Dec 31, 25

+222.25K

0.32%

ROVIN CAPITAL /UT/ /ADV

39.98K

Dec 31, 25

0.04%

TUCKER ASSET MANAGEMENT LLC

1.12K

Dec 31, 25

+1.12K

0.00%

New Millennium Group LLC

Dec 31, 25

0.00%

PERRITT CAPITAL MANAGEMENT INC

Dec 31, 25

-4

West Oak Capital, LLC

2.00K

Sep 30, 25

0.00%

Binnacle Investments Inc

1.74K

Sep 30, 25

+1.74K

0.00%

Abich Financial Wealth Management LLC

500

Sep 30, 25

+500

0.00%

AllSquare Wealth Management LLC

Sep 30, 25

0.00%

Congress Wealth Management LLC / DE /

41.82K

Jun 30, 25

+41.82K

0.05%

First Horizon Advisors, Inc.

Jun 30, 25

+20

0.00%