NUV(NUV)
NUV
Institutional Ownership
Top 341 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| UBS Group AG | 7.54M | Jun 30, 26 | +476.29K | 3.63% |
| MORGAN STANLEY | 4.49M | Jun 30, 26 | -18.17K | 2.16% |
| GUGGENHEIM CAPITAL LLC | 3.24M | Jun 30, 26 | +330.05K | 1.56% |
| Hennion & Walsh Asset Management, Inc. | 2.86M | Jun 30, 26 | +422.22K | 1.38% |
| RAYMOND JAMES FINANCIAL INC | 2.22M | Jun 30, 26 | +14.82K | 1.07% |
| WELLS FARGO & COMPANY/MN | 2.01M | Jun 30, 26 | -73.58K | 0.97% |
| BANK OF AMERICA CORP /DE/ | 1.29M | Jun 30, 26 | +177.89K | 0.62% |
| JONES FINANCIAL COMPANIES LLLP | 1.24M | Jun 30, 26 | +246.34K | 0.60% |
| LPL Financial LLC | 1.18M | Jun 30, 26 | +22.52K | 0.57% |
| VAN ECK ASSOCIATES CORP | 1.10M | Jun 30, 26 | +31.84K | 0.53% |
| Granby Capital Management, LLC | 736.11K | Jun 30, 26 | -100.00K | 0.35% |
| MERCER GLOBAL ADVISORS INC /ADV | 731.24K | Jun 30, 26 | -9.53K | 0.35% |
| Chicago Partners Investment Group LLC | 713.35K | Jun 30, 26 | +30.20K | 0.34% |
| STIFEL FINANCIAL CORP | 688.78K | Jun 30, 26 | +20.99K | 0.33% |
| Congress Park Capital LLC | 599.13K | Jun 30, 26 | +5.00K | 0.29% |
| ROYAL BANK OF CANADA | 570.63K | Jun 30, 26 | -49.58K | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 551.27K | Jun 30, 26 | +38.02K | 0.27% |
| BAR HARBOR WEALTH MANAGEMENT | 487.82K | Jun 30, 26 | +19.00K | 0.24% |
| Prospera Financial Services Inc | 476.07K | Jun 30, 26 | -83 | 0.23% |
| Rockefeller Capital Management L.P. | 472.63K | Jun 30, 26 | +66 | 0.23% |
| Cambridge Investment Research Advisors, Inc. | 468.12K | Jun 30, 26 | +15.05K | 0.23% |
| EHRLICH FINANCIAL GROUP | 356.38K | Jun 30, 26 | +241.72K | 0.17% |
| BFSG, LLC | 329.73K | Jun 30, 26 | +329.73K | 0.16% |
| AMERIPRISE FINANCIAL INC | 266.44K | Jun 30, 26 | +25.58K | 0.13% |
| ROMAN BUTLER FULLERTON & CO | 258.21K | Jun 30, 26 | +6.66K | 0.12% |
| Sanctuary Advisors, LLC | 223.19K | Jun 30, 26 | +457 | 0.11% |
| Baird Financial Group, Inc. | 221.51K | Jun 30, 26 | +1.34K | 0.11% |
| Koshinski Asset Management, Inc. | 209.03K | Jun 30, 26 | -429 | 0.10% |
| Breakwater Capital Group | 189.87K | Jun 30, 26 | +33.60K | 0.09% |
| Cresta Advisors, Ltd. | 180.84K | Jun 30, 26 | -- | 0.09% |
| PKS Advisory Services, LLC | 175.59K | Jun 30, 26 | -37.63K | 0.08% |
| Citizens National Bank Trust Department | 169.77K | Jun 30, 26 | +33.67K | 0.08% |
| Dynamic Financial Group | 166.32K | Jun 30, 26 | -102.06K | 0.08% |
| IBEX WEALTH ADVISORS | 160.45K | Jun 30, 26 | -1.74K | 0.08% |
| Tandem Financial, LLC | 152.59K | Jun 30, 26 | +12.80K | 0.07% |
| Janney Montgomery Scott LLC | 150.63K | Jun 30, 26 | -7.85K | 0.07% |
| Blake Schutter Theil Wealth Advisors, LLC | 148.38K | Jun 30, 26 | -- | 0.07% |
| Mathes Company, Inc. | 145.00K | Jun 30, 26 | -- | 0.07% |
| Cetera Investment Advisers | 144.02K | Jun 30, 26 | -2.89K | 0.07% |
| Kestra Advisory Services, LLC | 143.69K | Jun 30, 26 | +6.26K | 0.07% |
| Cartesian Growth Corp | 142.21K | Jun 30, 26 | +10.00K | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 140.43K | Jun 30, 26 | +8.03K | 0.07% |
| High Net Worth Advisory Group LLC | 130.20K | Jun 30, 26 | +7.20K | 0.06% |
| HARMONY ASSET MANAGEMENT LLC | 125.30K | Jun 30, 26 | -2.90K | 0.06% |
| HighTower Advisors, LLC | 122.64K | Jun 30, 26 | +6.66K | 0.06% |
| SMITH, MOORE & CO. | 119.39K | Jun 30, 26 | +297 | 0.06% |
| Venturi Wealth Management, LLC | 115.75K | Jun 30, 26 | +62 | 0.06% |
| Stratos Wealth Partners, LTD. | 113.36K | Jun 30, 26 | +14.34K | 0.05% |
| Whitaker-Myers Wealth Managers, LTD. | 110.64K | Jun 30, 26 | +4.62K | 0.05% |
| BENJAMIN EDWARDS INC | 110.60K | Jun 30, 26 | +6.37K | 0.05% |
| ACCREDITED INVESTOR SERVICES, LLC | 107.85K | Jun 30, 26 | -7.18K | 0.05% |
| Invesco Ltd. | 104.28K | Jun 30, 26 | -242 | 0.05% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 100.79K | Jun 30, 26 | +1.13K | 0.05% |
| Steward Partners Investment Advisory, LLC | 98.03K | Jun 30, 26 | +8.74K | 0.05% |
| Concurrent Investment Advisors, LLC | 92.66K | Jun 30, 26 | -- | 0.04% |
| Ackerman Capital Advisors, LLC | 91.96K | Jun 30, 26 | +36.15K | 0.04% |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 91.28K | Jun 30, 26 | -- | 0.04% |
| HOWARD FINANCIAL SERVICES, LTD. | 90.06K | Jun 30, 26 | -- | 0.04% |
| Allworth Financial LP | 88.47K | Jun 30, 26 | -927 | 0.04% |
| JANE STREET GROUP, LLC | 81.71K | Jun 30, 26 | +27.48K | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 81.41K | Jun 30, 26 | -4.29K | 0.04% |
| SEAMOUNT FINANCIAL GROUP INC | 78.30K | Jun 30, 26 | +7.51K | 0.04% |
| Hilltop Holdings Inc. | 73.16K | Jun 30, 26 | +2.57K | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 66.98K | Jun 30, 26 | -3.92K | 0.03% |
| MAGNOLIA CAPITAL ADVISORS LLC | 65.91K | Jun 30, 26 | +24.54K | 0.03% |
| Broyhill Asset Management | 65.31K | Jun 30, 26 | -40.00K | 0.03% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 63.63K | Jun 30, 26 | -1.02K | 0.03% |
| Disciplined Investments, LLC | 61.98K | Jun 30, 26 | -3.50K | 0.03% |
| WCG Wealth Advisors LLC | 60.04K | Jun 30, 26 | -- | 0.03% |
| Pathway Financial Advisers, LLC | 59.87K | Jun 30, 26 | +34 | 0.03% |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 59.20K | Jun 30, 26 | -- | 0.03% |
| SHEPHERD KAPLAN KROCHUK, LLC | 58.29K | Jun 30, 26 | -1.75K | 0.03% |
| Colony Group, LLC | 58.17K | Jun 30, 26 | -2.00K | 0.03% |
| Capital Advisors Wealth Management, LLC | 55.78K | Jun 30, 26 | +5.61K | 0.03% |
| Jacobi Capital Management LLC | 55.32K | Jun 30, 26 | +1.91K | 0.03% |
| COHEN & STEERS, INC. | 55.00K | Jun 30, 26 | +55.00K | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 54.88K | Jun 30, 26 | +10.94K | 0.03% |
| JAMES INVESTMENT RESEARCH INC | 54.12K | Jun 30, 26 | -- | 0.03% |
| Pensionmark Financial Group, LLC | 52.18K | Jun 30, 26 | -- | 0.03% |
| Wellington Shields Capital Management, LLC | 50.00K | Jun 30, 26 | -- | 0.02% |
| Mesirow Financial Investment Management, Inc. | 49.95K | Jun 30, 26 | -49.74K | 0.02% |
| VestGen Advisors, LLC | 48.89K | Jun 30, 26 | -- | 0.02% |
| NewEdge Advisors, LLC | 48.34K | Jun 30, 26 | +1.10K | 0.02% |
| DAVENPORT & Co LLC | 47.91K | Jun 30, 26 | -- | 0.02% |
| MGO ONE SEVEN LLC | 46.39K | Jun 30, 26 | +4.16K | 0.02% |
| Callahan Advisors, LLC | 46.36K | Jun 30, 26 | -- | 0.02% |
| TRUIST FINANCIAL CORP | 44.92K | Jun 30, 26 | +17 | 0.02% |
| FIFTH THIRD BANCORP | 43.85K | Jun 30, 26 | +22.00K | 0.02% |
| Summit Financial Wealth Advisors, LLC | 43.62K | Jun 30, 26 | -3.93K | 0.02% |
| Fortitude Advisory Group L.L.C. | 43.37K | Jun 30, 26 | -- | 0.02% |
| NAPLES GLOBAL ADVISORS, LLC | 42.00K | Jun 30, 26 | -- | 0.02% |
| WEDBUSH SECURITIES INC | 41.46K | Jun 30, 26 | -3.13K | 0.02% |
| Lantz Financial LLC | 40.15K | Jun 30, 26 | +5.50K | 0.02% |
| Wealthspire Advisors, LLC | 39.18K | Jun 30, 26 | +7.65K | 0.02% |
| Clearstead Advisors, LLC | 38.00K | Jun 30, 26 | -5.00K | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 37.87K | Jun 30, 26 | -9.25K | 0.02% |
| Private Advisor Group, LLC | 37.52K | Jun 30, 26 | +6.08K | 0.02% |
| HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 36.71K | Jun 30, 26 | -1 | 0.02% |
| Western Wealth Management, LLC | 36.00K | Jun 30, 26 | -- | 0.02% |
| VICUS CAPITAL | 34.71K | Jun 30, 26 | +371 | 0.02% |
| Capital Square, LLC | 34.42K | Jun 30, 26 | -- | 0.02% |
| MELFA WEALTH MANAGEMENT, LLC | 32.85K | Jun 30, 26 | -- | 0.02% |
| Equitable Holdings, Inc. | 32.71K | Jun 30, 26 | +29 | 0.02% |
| BROWN ADVISORY INC | 32.67K | Jun 30, 26 | -- | 0.02% |
| Verdence Capital Advisors LLC | 32.50K | Jun 30, 26 | +32.50K | 0.02% |
| MAI Capital Management | 32.45K | Jun 30, 26 | -- | 0.02% |
| SRS Capital Advisors, Inc. | 32.13K | Jun 30, 26 | +23.13K | 0.02% |
| Capital Investment Advisors, LLC | 31.16K | Jun 30, 26 | -1.14K | 0.02% |
| WealthBridge Capital Management, LLC | 30.20K | Jun 30, 26 | -5.00K | 0.01% |
| Resurgent Financial Advisors LLC | 30.00K | Jun 30, 26 | +30.00K | 0.01% |
| US BANCORP \DE\ | 29.63K | Jun 30, 26 | +28.63K | 0.01% |
| CARY STREET PARTNERS FINANCIAL LLC | 29.54K | Jun 30, 26 | -- | 0.01% |
| Second Half Financial Partners, LLC | 29.46K | Jun 30, 26 | -- | 0.01% |
| Mutual Advisors, LLC | 28.94K | Jun 30, 26 | +6.75K | 0.01% |
| CI Private Wealth, LLC | 28.57K | Jun 30, 26 | +17.61K | 0.01% |
| Mayflower Financial Advisors, LLC | 27.37K | Jun 30, 26 | -- | 0.01% |
| ORG Wealth Partners, LLC | 26.57K | Jun 30, 26 | +7.24K | 0.01% |
| Element Wealth, LLC | 26.20K | Jun 30, 26 | -- | 0.01% |
| Pinnacle Bancorp, Inc. | 26.00K | Jun 30, 26 | -- | 0.01% |
| BlueChip Wealth Advisors LLC | 25.45K | Jun 30, 26 | +25.45K | 0.01% |
| SIMON QUICK ADVISORS, LLC | 23.89K | Jun 30, 26 | +255 | 0.01% |
| Corps Capital Advisors, LLC | 23.50K | Jun 30, 26 | -- | 0.01% |
| Lido Advisors, LLC | 23.29K | Jun 30, 26 | +6.50K | 0.01% |
| PFG Investments, LLC | 22.25K | Jun 30, 26 | -14.47K | 0.01% |
| SeaCrest Wealth Management, LLC | 22.20K | Jun 30, 26 | -- | 0.01% |
| CENTRAL TRUST Co | 22.03K | Jun 30, 26 | -- | 0.01% |
| Lummis Asset Management, LP | 22.00K | Jun 30, 26 | -- | 0.01% |
| Caitlin John, LLC | 21.90K | Jun 30, 26 | +400 | 0.01% |
| ISLAY CAPITAL MANAGEMENT, LLC | 21.75K | Jun 30, 26 | -- | 0.01% |
| Icon Wealth Advisors, LLC | 21.52K | Jun 30, 26 | -- | 0.01% |
| Beacon Pointe Advisors, LLC | 20.97K | Jun 30, 26 | +166 | 0.01% |
| Creative Planning | 20.54K | Jun 30, 26 | -48.51K | 0.01% |
| DELTA FINANCIAL ADVISORS LLC | 20.13K | Jun 30, 26 | -- | 0.01% |
| STALEY CAPITAL ADVISERS INC | 20.00K | Jun 30, 26 | -- | 0.01% |
| Penbrook Management LLC | 20.00K | Jun 30, 26 | -- | 0.01% |
| Ethos Financial Group, LLC | 19.94K | Jun 30, 26 | -- | 0.01% |
| HARBOR INVESTMENT ADVISORY, LLC | 19.60K | Jun 30, 26 | -- | 0.01% |
| BOOTHBAY FUND MANAGEMENT, LLC | 19.28K | Jun 30, 26 | +7.37K | 0.01% |
| Buckingham Strategic Partners | 18.79K | Jun 30, 26 | -3.75K | 0.01% |
| Integrated Wealth Concepts LLC | 18.46K | Jun 30, 26 | +18.46K | 0.01% |
| Busey Wealth Management | 18.38K | Jun 30, 26 | -- | 0.01% |
| WESBANCO BANK INC | 18.16K | Jun 30, 26 | -- | 0.01% |
| CITIGROUP INC | 17.43K | Jun 30, 26 | +12.95K | 0.01% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 16.88K | Jun 30, 26 | +169 | 0.01% |
| CITADEL ADVISORS LLC | 16.86K | Jun 30, 26 | +16.86K | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 16.61K | Jun 30, 26 | -- | 0.01% |
| KEYBANK NATIONAL ASSOCIATION/OH | 16.00K | Jun 30, 26 | +16.00K | 0.01% |
| Oxbow Advisors, LLC | 14.84K | Jun 30, 26 | -- | 0.01% |
| Snowden Capital Advisors LLC | 14.76K | Jun 30, 26 | -- | 0.01% |
| CHOREO, LLC | 14.35K | Jun 30, 26 | +14.35K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 14.19K | Jun 30, 26 | -- | 0.01% |
| Modera Wealth Management, LLC | 13.86K | Jun 30, 26 | +50 | 0.01% |
| Saxony Capital Management, LLC | 13.75K | Jun 30, 26 | -- | 0.01% |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 13.75K | Jun 30, 26 | -2.50K | 0.01% |
| Ramiah Investment Group | 13.38K | Jun 30, 26 | +906 | 0.01% |
| Sightline Wealth Advisors, LLC | 13.25K | Jun 30, 26 | +76 | 0.01% |
| Plan Group Financial, LLC | 12.98K | Jun 30, 26 | -- | 0.01% |
| READYSTATE ASSET MANAGEMENT LP | 12.95K | Jun 30, 26 | +12.95K | 0.01% |
| Coastwise Capital Group, LLC | 12.92K | Jun 30, 26 | +12.92K | 0.01% |
| IVC Wealth Advisors LLC | 12.85K | Jun 30, 26 | -- | 0.01% |
| STEPHENS INC /AR/ | 12.83K | Jun 30, 26 | -- | 0.01% |
| UHLMANN PRICE SECURITIES, LLC | 12.70K | Jun 30, 26 | -955 | 0.01% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 12.67K | Jun 30, 26 | -- | 0.01% |
| PINNACLE ASSOCIATES LTD | 12.64K | Jun 30, 26 | -- | 0.01% |
| D.A. DAVIDSON & CO. | 12.60K | Jun 30, 26 | -6.98K | 0.01% |
| 49 WEALTH MANAGEMENT, LLC | 12.57K | Jun 30, 26 | +12.57K | 0.01% |
| Kingsview Wealth Management, LLC | 12.54K | Jun 30, 26 | -1.71K | 0.01% |
| Dakota Wealth Management | 12.30K | Jun 30, 26 | -3.60K | 0.01% |
| Clarity Financial LLC | 12.26K | Jun 30, 26 | -- | 0.01% |
| SHEETS SMITH WEALTH MANAGEMENT | 12.09K | Jun 30, 26 | +12.09K | 0.01% |
| Kovack Advisors, Inc. | 12.06K | Jun 30, 26 | +12 | 0.01% |
| Sowell Financial Services LLC | 11.80K | Jun 30, 26 | +11 | 0.01% |
| Rock Point Advisors, LLC | 11.75K | Jun 30, 26 | -1.50K | 0.01% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 11.55K | Jun 30, 26 | -- | 0.01% |
| Essex Savings Bank | 11.52K | Jun 30, 26 | -- | 0.01% |
| Advisory Services Network, LLC | 11.08K | Jun 30, 26 | -- | 0.01% |
| Objective Capital Management, LLC | 11.00K | Jun 30, 26 | +11.00K | 0.01% |
| NORTHERN TRUST CORP | 10.93K | Jun 30, 26 | +10.93K | 0.01% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 10.85K | Jun 30, 26 | -- | 0.01% |
| Moors & Cabot, Inc. | 10.57K | Jun 30, 26 | -15.00K | 0.01% |
| Bank of New York Mellon Corp | 10.42K | Jun 30, 26 | -77 | 0.01% |
| ProVise Management Group, LLC | 10.38K | Jun 30, 26 | +10.38K | 0.00% |
| Modern Wealth Management, LLC | 10.36K | Jun 30, 26 | +10.36K | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 10.10K | Jun 30, 26 | -- | 0.00% |
| IHT Wealth Management, LLC | 10.02K | Jun 30, 26 | -877 | 0.00% |
| SHUFRO ROSE & CO LLC | 10.00K | Jun 30, 26 | -- | 0.00% |
| IMA Wealth, Inc. | 10.00K | Jun 30, 26 | +10.00K | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8.54K | Jun 30, 26 | +3.05K | 0.00% |
| BARRETT & COMPANY, INC. | 8.45K | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 7.09K | Jun 30, 26 | -- | 0.00% |
| Mascoma Wealth Management LLC | 5.71K | Jun 30, 26 | -- | 0.00% |
| Hurley Capital, LLC | 5.00K | Jun 30, 26 | -- | 0.00% |
| CULLEN/FROST BANKERS, INC. | 5.00K | Jun 30, 26 | -- | 0.00% |
| Tradewinds Capital Management, LLC | 4.76K | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.20K | Jun 30, 26 | -523 | 0.00% |
| Farther Finance Advisors, LLC | 3.88K | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 2.99K | Jun 30, 26 | -617 | 0.00% |
| Global Retirement Partners, LLC | 2.96K | Jun 30, 26 | +2.96K | 0.00% |
| Physician Wealth Advisors, Inc. | 2.50K | Jun 30, 26 | -- | 0.00% |
| CHILTON CAPITAL MANAGEMENT LLC | 2.50K | Jun 30, 26 | -- | 0.00% |
| DELTA ASSET MANAGEMENT LLC/TN | 2.42K | Jun 30, 26 | -- | 0.00% |
| PMV Capital Advisers, LLC | 2.27K | Jun 30, 26 | +24 | 0.00% |
| Center for Financial Planning, Inc. | 2.08K | Jun 30, 26 | -- | 0.00% |
| Financial Gravity Companies, Inc. | 2.00K | Jun 30, 26 | +2.00K | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 1.66K | Jun 30, 26 | -184 | 0.00% |
| Larson Financial Group LLC | 1.42K | Jun 30, 26 | -- | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1.22K | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 1.01K | Jun 30, 26 | +327 | 0.00% |
| IFP Advisors, Inc | 1.00K | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 1.00K | Jun 30, 26 | -- | 0.00% |
| Creative Capital Management Investments LLC | 921 | Jun 30, 26 | -- | 0.00% |
| EASTERN BANK | 828 | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 750 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 748 | Jun 30, 26 | -7 | 0.00% |
| MATHER GROUP, LLC. | 500 | Jun 30, 26 | -- | 0.00% |
| Millstone Evans Group, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 500 | Jun 30, 26 | +500 | 0.00% |
| JPMORGAN CHASE & CO | 490 | Jun 30, 26 | +290 | 0.00% |
| Avion Wealth | 462 | Jun 30, 26 | -- | 0.00% |
| FNY Investment Advisers, LLC | 400 | Jun 30, 26 | -- | 0.00% |
| Decker Retirement Planning Inc. | 302 | Jun 30, 26 | +2 | 0.00% |
| Geneos Wealth Management Inc. | 200 | Jun 30, 26 | -- | 0.00% |
| DAGCO, INC. | -- | Jun 30, 26 | -5.55K | -- |
| HUNTINGTON NATIONAL BANK | -- | Jun 30, 26 | -27.32K | -- |
| 1607 Capital Partners, LLC | -- | Jun 30, 26 | -624.72K | -- |
| Mariner, LLC | -- | Jun 30, 26 | -11.66K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -4.04K | -- |
| Orca Wealth Management, LLC | -- | Jun 30, 26 | -153.11K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -30.10K | -- |
| Annex Advisory Services, LLC | -- | Jun 30, 26 | -11.59K | -- |
| Johnson Financial Group, Inc. | -- | Jun 30, 26 | -37.50K | -- |
| Spire Wealth Management | -- | Jun 30, 26 | -430 | -- |
| HARRIS ASSOCIATES L P | -- | Jun 30, 26 | -14.85K | -- |
| Richmond Investment Services, LLC | -- | Jun 30, 26 | -10.81K | -- |
| Advisors Asset Management, Inc. | -- | Jun 30, 26 | -98.14K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -21.98K | -- |
| Narwhal Capital Management | -- | Jun 30, 26 | -17.99K | -- |
| Coordinated Financial Services, Inc. | 10.00K | Mar 31, 26 | -- | 0.00% |
| CWM, LLC | 7.40K | Mar 31, 26 | -- | 0.00% |
| Financial Gravity Asset Management, Inc. | 2.00K | Mar 31, 26 | +2.00K | 0.00% |
| Anchor Investment Management, LLC | 444 | Mar 31, 26 | +2 | 0.00% |
| COMERICA BANK | 21.85K | Dec 31, 25 | +1.00K | 0.01% |
| CIBC Private Wealth Group, LLC | 20.56K | Dec 31, 25 | -- | 0.01% |
| OPTIMUM INVESTMENT ADVISORS | 43.00K | Sep 30, 25 | -700 | 0.02% |
| Moloney Securities Asset Management, LLC | 12.04K | Sep 30, 25 | -- | 0.01% |
| Sonora Investment Management Group, LLC | -- | Sep 30, 25 | -15.12K | -- |
| MARSHALL & SULLIVAN INC /WA/ | -- | Sep 30, 25 | -1.84K | -- |
| Good Life Advisors, LLC | 42.70K | Jun 30, 25 | +449 | 0.02% |
| Summit X, LLC | 24.39K | Jun 30, 25 | -20.39K | 0.01% |
| Sheaff Brock Investment Advisors, LLC | 14.60K | Mar 31, 25 | -- | 0.01% |
| Sandy Spring Bank | 750 | Mar 31, 25 | -- | 0.00% |
| WINTRUST INVESTMENTS LLC | 1.71K | Dec 31, 24 | +400 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 1.60M | Sep 30, 24 | -6.84K | 0.77% |
| Raymond James Financial Services Advisors, Inc. | 863.14K | Sep 30, 24 | +252.49K | 0.42% |
| RAYMOND JAMES TRUST N.A. | 35.82K | Sep 30, 24 | +7.68K | 0.02% |
| GYL FINANCIAL SYNERGIES, LLC | 30.65K | Sep 30, 24 | -- | 0.01% |
| Annapolis Financial Services, LLC | 3.70K | Sep 30, 24 | -- | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 1.00K | Sep 30, 24 | -- | 0.00% |
| BlackRock Inc. | 191.06K | Jun 30, 24 | -- | 0.09% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 24.75K | Jun 30, 24 | -- | 0.01% |
| Relative Value Partners Group, LLC | -- | Jun 30, 24 | -854.26K | -- |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 43.00K | Mar 31, 24 | -- | 0.02% |
| Cetera Advisors LLC | 22.54K | Mar 31, 24 | +118 | 0.01% |
| Cetera Advisor Networks LLC | 18.14K | Mar 31, 24 | +2.22K | 0.01% |
| Baystate Wealth Management LLC | 3.58K | Dec 31, 23 | +546 | 0.00% |
| Bartlett & Co. LLC | 1.83K | Dec 31, 23 | -- | 0.00% |
| TIEDEMANN ADVISORS, LLC | 582.91K | Sep 30, 23 | +55.43K | 0.28% |
| Johnson Midwest Financial, LLC | 52 | Sep 30, 23 | -- | 0.00% |
| V Wealth Advisors LLC | -- | Sep 30, 23 | -49.85K | -- |
| TIAA, FSB | 20.19K | Jun 30, 23 | -- | 0.01% |
| First Command Bank | 10.84K | Jun 30, 23 | +10.84K | 0.01% |
| First Command Financial Services, Inc. | 10.84K | Jun 30, 23 | +10.84K | 0.01% |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 32.37K | Dec 31, 22 | -8.97K | 0.02% |
| BOENNING & SCATTERGOOD, INC. | 22.50K | Dec 31, 22 | +22.50K | 0.01% |
| Sargent Bickham Lagudis LLC | 600 | Dec 31, 22 | -- | 0.00% |
| Lloyd Park, LLC | 68.30K | Sep 30, 22 | +420 | 0.03% |
| CPWM, LLC | 23.42K | Sep 30, 22 | +23.42K | 0.01% |
| Covington Capital Management | 500 | Sep 30, 22 | -- | 0.00% |
| Strategic Asset Management, LLC | -- | Sep 30, 22 | -900 | -- |
| Brown Advisory Securities, LLC | -- | Sep 30, 22 | -12.03K | -- |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 127.31K | Jun 30, 22 | +277 | 0.06% |
| Frontier Wealth Management LLC | 10.00K | Jun 30, 22 | +10.00K | 0.00% |
| BIVIN & ASSOCIATES, INC. | 2.00K | Jun 30, 22 | -- | 0.00% |
| Private Capital Group, LLC | -- | Jun 30, 22 | -1.00K | -- |
| BAR HARBOR TRUST SERVICES | -- | Jun 30, 22 | -874.63K | -- |
| Winfield Associates, Inc. | 89.10K | Mar 31, 22 | -- | 0.04% |
| Swaine & Leidel Wealth Services, LLC | 328 | Mar 31, 22 | +328 | 0.00% |
| 6 Meridian | 134.66K | Dec 31, 21 | +134.66K | 0.06% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 16.24K | Dec 31, 21 | -12.01K | 0.01% |
| NEXT Financial Group, Inc | 8.45K | Dec 31, 21 | +2.73K | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 37.80K | Sep 30, 21 | +250 | 0.02% |
| LEVEL FOUR FINANCIAL, LLC | 21.13K | Sep 30, 21 | +250 | 0.01% |
| Filbrandt Wealth Management, LLC | 1.67K | Sep 30, 21 | -- | 0.00% |
| BBVA USA | 930 | Sep 30, 21 | +930 | 0.00% |
| 20/20 Capital Management, Inc. | 23.19K | Jun 30, 21 | -- | 0.01% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 69.31K | Mar 31, 21 | -- | 0.03% |
| Watson Rebecca | 26.07K | Sep 30, 20 | -- | 0.01% |
| Partnervest Advisory Services LLC | 12.73K | Sep 30, 20 | -- | 0.01% |
| TRUEWEALTH LLC | 1.60K | Jun 30, 20 | -- | 0.00% |
| Advisor Group, Inc. | 191.55K | Dec 31, 19 | +25.17K | 0.09% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 81.51K | Dec 31, 19 | -10.12K | 0.04% |
| BB&T SECURITIES, LLC | 13.16K | Sep 30, 19 | -1.00K | 0.01% |
| SUNTRUST BANKS INC | 11.62K | Sep 30, 19 | -- | 0.01% |
| Stevens First Principles Investment Advisors | 550.09K | Jun 30, 19 | -11.42K | 0.27% |
| Stokes & Hubbell Capital Management, LLC | 11.83K | Mar 31, 19 | +2 | 0.01% |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 5.25K | Mar 31, 19 | -- | 0.00% |
| NEXT Financial Holdings | 400 | Mar 31, 19 | +400 | 0.00% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 23.20K | Dec 31, 18 | -6.80K | 0.01% |
| Horizon Kinetics LLC | 15.38K | Dec 31, 18 | -310 | 0.01% |
| Yellowstone Partners, LLC | 39.62K | Dec 31, 17 | +48 | 0.02% |
| Cornerstone Financial Partners, LLC | 22.77K | Dec 31, 17 | -2.78K | 0.01% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -28.97K | -- |
| PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 14.06K | Sep 30, 17 | +134 | 0.01% |
| GIRARD SECURITIES, INC. | -- | Sep 30, 17 | -10.45K | -- |
| Commonwealth Equity Services, Inc | 176.25K | Jun 30, 17 | -3.95K | 0.08% |
| WFG Advisors, LP | 3.62K | Jun 30, 17 | +24 | 0.00% |
| FIRST FINANCIAL EQUITY CORPORATION | 82.97K | Mar 31, 17 | +82.97K | 0.04% |
| TIAA CREF TRUST CO FSB/MO | -- | Mar 31, 17 | -22.21K | -- |
| MSI Financial Services Inc | 92.99K | Dec 31, 16 | -12.99K | 0.04% |
| KEELEY ASSET MANAGEMENT CORP | 22.63K | Dec 31, 16 | -2.23K | 0.01% |
| KANALY TRUST CO | 2.00K | Dec 31, 16 | -- | 0.00% |
| INTEGRATED WEALTH COUNSEL, LLC | 854 | Dec 31, 16 | -- | 0.00% |
| Investors Capital Advisory Services | 14.21K | Jun 30, 16 | -674 | 0.01% |
| NEWGATE CAPITAL MANAGEMENT LLC | -- | Jun 30, 16 | -34.86K | -- |
| Cleary Gull Holdings Inc. | 43.00K | Mar 31, 16 | +43.00K | 0.02% |
| BAIRD ROBERT W & CO INC /WI/ | 2.27M | Mar 31, 15 | +27.50K | 1.09% |
| Relative Value Partners, LLC | 112.35K | Mar 31, 15 | -1.26K | 0.05% |
| BOSTON PRIVATE BANK & TRUST CO | 700 | Mar 31, 15 | -- | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 13.40K | Dec 31, 14 | +5.00K | 0.01% |
| SHAPIRO ROBERT N | 5.46K | Dec 31, 14 | -- | 0.00% |
| VALLEY NATIONAL BANCORP | 1.70K | Dec 31, 14 | -- | 0.00% |
| UBS AG | 1.13M | Sep 30, 14 | +62.13K | 0.54% |
| McAdams Wright Ragen, Inc. | 225.65K | Sep 30, 14 | -2.83K | 0.11% |
| 1919 Investment Counsel, LLC | 500 | Sep 30, 14 | -- | 0.00% |
| OTA LLC | 24.96K | Jun 30, 14 | +24.96K | 0.01% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -24.74K | -- |
| Jane Street Holding, LLC | -- | Dec 31, 13 | -12.20K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 350.47K | Sep 30, 13 | +64.07K | 0.17% |
| KNIGHT CAPITAL GROUP LLC | 10.69K | Jun 30, 13 | +10.69K | 0.01% |
| First Allied Securities, Inc. | 148.16K | Jun 30, 12 | +32.34K | 0.07% |
| FREESTONE CAPITAL MANAGEMENT LLC | 7.70K | Dec 31, 09 | +7.70K | 0.00% |