| SYM FINANCIAL Corp | 2.51M | Sep 30, 26 | +44.28K | 23.88% |
| OneDigital Investment Advisors LLC | 516.76K | Sep 30, 26 | +11.73K | 4.92% |
| 46 Peaks LLC | 261.66K | Sep 30, 26 | -13.60K | 2.49% |
| LPL Financial LLC | 93.27K | Sep 30, 26 | +12.91K | 0.89% |
| JPMORGAN CHASE & CO | 85.77K | Sep 30, 26 | +8.30K | 0.82% |
| REGIONS FINANCIAL CORP | 70.72K | Sep 30, 26 | +18.76K | 0.67% |
| OSAIC HOLDINGS, INC. | 35.18K | Sep 30, 26 | +1.54K | 0.34% |
| Kestra Advisory Services, LLC | 25.79K | Sep 30, 26 | +85 | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 18.67K | Sep 30, 26 | -66 | 0.18% |
| Avion Wealth | 8.44K | Sep 30, 26 | -- | 0.08% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 6.53K | Sep 30, 26 | +6.53K | 0.06% |
| Alvarez & Marsal Private Wealth Partners, LLC | 5.79K | Sep 30, 26 | +631 | 0.06% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 316 | Sep 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 160 | Sep 30, 26 | -- | 0.00% |
| Nuveen, LLC | 160 | Sep 30, 26 | +160 | 0.00% |
| Larson Financial Group LLC | 71 | Sep 30, 26 | -- | 0.00% |
| Allworth Financial LP | 61 | Sep 30, 26 | -- | 0.00% |
| FMR LLC | 1 | Sep 30, 26 | -25 | 0.00% |
| JANE STREET GROUP, LLC | -- | Sep 30, 26 | -68.35K | -- |
| JPMORGAN CHASE & CO | 77.47K | Jun 30, 26 | +13.25K | 0.74% |
| JANE STREET GROUP, LLC | 68.35K | Jun 30, 26 | -48.99K | 0.65% |
| AQR CAPITAL MANAGEMENT LLC | 67.89K | Jun 30, 26 | +5.99K | 0.65% |
| OSAIC HOLDINGS, INC. | 33.64K | Jun 30, 26 | +3.94K | 0.32% |
| CITADEL ADVISORS LLC | 29.60K | Jun 30, 26 | +29.60K | 0.28% |
| GOLDMAN SACHS GROUP INC | 22.99K | Jun 30, 26 | -5.82K | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.61K | Jun 30, 26 | -111.35K | 0.12% |
| NewEdge Advisors, LLC | 4.88K | Jun 30, 26 | -677 | 0.05% |
| Inspire Advisors, LLC | 4.64K | Jun 30, 26 | -128 | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.10K | Jun 30, 26 | +1.74K | 0.03% |
| Integrated Wealth Concepts LLC | 2.14K | Jun 30, 26 | +2.14K | 0.02% |
| ROYAL BANK OF CANADA | 1.04K | Jun 30, 26 | -- | 0.01% |
| MORGAN STANLEY | 981 | Jun 30, 26 | -162 | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 316 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 40 | Jun 30, 26 | +40 | 0.00% |
| Strategic Wealth Partners, Ltd. | 1 | Jun 30, 26 | -- | 0.00% |
| IHT Wealth Management, LLC | -- | Jun 30, 26 | -14.33K | -- |
| CWM, LLC | 906.99K | Mar 31, 26 | +16.60K | 8.64% |
| CIBC Private Wealth Group LLC | 495 | Dec 31, 25 | -- | 0.00% |
| JANICZEK WEALTH MANAGEMENT, LLC | 28 | Jun 30, 24 | -- | 0.00% |
