NZF(NZF)
NZF
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 3.09M | Jun 30, 26 | +47.32K | 1.57% |
| WELLS FARGO & COMPANY/MN | 2.21M | Jun 30, 26 | +348.33K | 1.12% |
| GUGGENHEIM CAPITAL LLC | 2.18M | Jun 30, 26 | +67.03K | 1.11% |
| UBS Group AG | 2.01M | Jun 30, 26 | -109.03K | 1.02% |
| BANK OF AMERICA CORP /DE/ | 1.92M | Jun 30, 26 | -209.41K | 0.98% |
| Hennion & Walsh Asset Management, Inc. | 1.61M | Jun 30, 26 | +249.75K | 0.82% |
| RAYMOND JAMES FINANCIAL INC | 1.17M | Jun 30, 26 | +99.88K | 0.59% |
| ROYAL BANK OF CANADA | 1.09M | Jun 30, 26 | +64.98K | 0.55% |
| LPL Financial LLC | 1.08M | Jun 30, 26 | +100.93K | 0.55% |
| Melone Private Wealth, LLC | 972.84K | Jun 30, 26 | +117.66K | 0.50% |
| VAN ECK ASSOCIATES CORP | 949.53K | Jun 30, 26 | +20.60K | 0.48% |
| STIFEL FINANCIAL CORP | 720.51K | Jun 30, 26 | +36.27K | 0.37% |
| Advisors Asset Management, Inc. | 680.48K | Jun 30, 26 | -9.30K | 0.35% |
| Cetera Investment Advisers | 587.50K | Jun 30, 26 | +44.76K | 0.30% |
| McGowan Group Asset Management, Inc. | 469.80K | Jun 30, 26 | +3.12K | 0.24% |
| Allianz Asset Management GmbH | 462.38K | Jun 30, 26 | -- | 0.24% |
| Kestra Advisory Services, LLC | 439.60K | Jun 30, 26 | +38.53K | 0.22% |
| Congress Park Capital LLC | 437.50K | Jun 30, 26 | -- | 0.22% |
| Rockefeller Capital Management L.P. | 413.94K | Jun 30, 26 | +29.25K | 0.21% |
| LAKE STREET FINANCIAL LLC | 404.25K | Jun 30, 26 | +37.30K | 0.21% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 364.45K | Jun 30, 26 | -5.53K | 0.19% |
| GREATMARK INVESTMENT PARTNERS, INC. | 316.30K | Jun 30, 26 | -- | 0.16% |
| Edgemoor Investment Advisors, Inc. | 303.99K | Jun 30, 26 | +19.11K | 0.15% |
| TRUIST FINANCIAL CORP | 300.98K | Jun 30, 26 | +46.26K | 0.15% |
| Cambridge Investment Research Advisors, Inc. | 293.08K | Jun 30, 26 | +76.81K | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 289.56K | Jun 30, 26 | +4.61K | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 250.27K | Jun 30, 26 | +8.83K | 0.13% |
| KIM, LLC | 250.00K | Jun 30, 26 | -- | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 242.06K | Jun 30, 26 | +56.90K | 0.12% |
| Baird Financial Group, Inc. | 225.02K | Jun 30, 26 | +14.47K | 0.11% |
| AMERIPRISE FINANCIAL INC | 205.50K | Jun 30, 26 | +36.37K | 0.10% |
| NewEdge Advisors, LLC | 204.55K | Jun 30, 26 | +18.65K | 0.10% |
| COHEN & STEERS, INC. | 200.29K | Jun 30, 26 | -25.00K | 0.10% |
| Invesco Ltd. | 195.83K | Jun 30, 26 | +358 | 0.10% |
| Wakefield Asset Management LLLP | 182.60K | Jun 30, 26 | +18.78K | 0.09% |
| JANE STREET GROUP, LLC | 169.39K | Jun 30, 26 | +4.65K | 0.09% |
| Compass Financial Group, INC/SD | 164.57K | Jun 30, 26 | +567 | 0.08% |
| Steward Partners Investment Advisory, LLC | 146.07K | Jun 30, 26 | -6.49K | 0.07% |
| Lido Advisors, LLC | 136.12K | Jun 30, 26 | +4.12K | 0.07% |
| Wealth Alliance Advisory Group, LLC | 134.88K | Jun 30, 26 | +23.40K | 0.07% |
| Prospera Financial Services Inc | 133.04K | Jun 30, 26 | -66.32K | 0.07% |
| Carson Advisory Inc. | 131.16K | Jun 30, 26 | -3.07K | 0.07% |
| Capital Investment Advisors, LLC | 130.74K | Jun 30, 26 | -11.85K | 0.07% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 121.01K | Jun 30, 26 | -7.05K | 0.06% |
| PETRA FINANCIAL ADVISORS INC | 117.72K | Jun 30, 26 | -588 | 0.06% |
| Janney Montgomery Scott LLC | 98.16K | Jun 30, 26 | +22.52K | 0.05% |
| GOLDMAN SACHS GROUP INC | 89.80K | Jun 30, 26 | -2.20K | 0.05% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 88.93K | Jun 30, 26 | +5.40K | 0.05% |
| HighTower Advisors, LLC | 87.83K | Jun 30, 26 | -7.97K | 0.04% |
| STEPHENS INC /AR/ | 84.68K | Jun 30, 26 | +84.68K | 0.04% |
| FF Advisors,LLC | 84.60K | Jun 30, 26 | -2.89K | 0.04% |
| Operose Advisors LLC | 79.11K | Jun 30, 26 | +79.11K | 0.04% |
| Pensionmark Financial Group, LLC | 76.44K | Jun 30, 26 | -2.63K | 0.04% |
| Westview Management dba Westview Investment Advisors | 74.84K | Jun 30, 26 | -42.31K | 0.04% |
| PRIMORIS WEALTH ADVISORS, LLC | 72.75K | Jun 30, 26 | +12.00K | 0.04% |
| Tyche Wealth Partners LLC | 72.45K | Jun 30, 26 | -3.01K | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 71.47K | Jun 30, 26 | +3.11K | 0.04% |
| Gould Capital, LLC | 69.26K | Jun 30, 26 | -328 | 0.04% |
| WEDBUSH SECURITIES INC | 68.18K | Jun 30, 26 | -949 | 0.03% |
| XTX Topco Ltd | 65.52K | Jun 30, 26 | +13.16K | 0.03% |
| Intellus Advisors LLC | 60.95K | Jun 30, 26 | -3.00K | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 57.83K | Jun 30, 26 | -- | 0.03% |
| Regatta Research & Money Management | 56.48K | Jun 30, 26 | +56.48K | 0.03% |
| Sanctuary Advisors, LLC | 55.69K | Jun 30, 26 | -2.74K | 0.03% |
| Fortitude Advisory Group L.L.C. | 53.92K | Jun 30, 26 | +788 | 0.03% |
| Venture Visionary Partners LLC | 53.22K | Jun 30, 26 | -7 | 0.03% |
| Mariner, LLC | 51.45K | Jun 30, 26 | +1.90K | 0.03% |
| Rinkey Investments | 50.92K | Jun 30, 26 | +9.80K | 0.03% |
| Wealth Care LLC | 50.00K | Jun 30, 26 | -- | 0.03% |
| Sunpointe, LLC | 49.99K | Jun 30, 26 | -107 | 0.03% |
| CI Private Wealth, LLC | 48.84K | Jun 30, 26 | -11.87K | 0.02% |
| Creative Planning | 46.22K | Jun 30, 26 | -17.47K | 0.02% |
| Whipplewood Advisors, LLC | 45.16K | Jun 30, 26 | -1.23K | 0.02% |
| RAMSEY QUANTITATIVE SYSTEMS | 45.00K | Jun 30, 26 | +45.00K | 0.02% |
| Beacon Pointe Advisors, LLC | 41.74K | Jun 30, 26 | +41.74K | 0.02% |
| Palogic Value Management, L.P. | 41.71K | Jun 30, 26 | -- | 0.02% |
| Summit Financial Consulting LLC | 41.21K | Jun 30, 26 | +1.31K | 0.02% |
| VisionPoint Advisory Group, LLC | 40.90K | Jun 30, 26 | +8.53K | 0.02% |
| ROTHSCHILD INVESTMENT LLC | 40.71K | Jun 30, 26 | +14.43K | 0.02% |
| DUNCKER STREETT & CO INC | 40.41K | Jun 30, 26 | -- | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 40.10K | Jun 30, 26 | -5.47K | 0.02% |
| Abel Hall, LLC | 40.00K | Jun 30, 26 | +40.00K | 0.02% |
| AlphaCore Capital LLC | 39.90K | Jun 30, 26 | +1.30K | 0.02% |
| Indivisible Partners | 39.54K | Jun 30, 26 | +109 | 0.02% |
| Allworth Financial LP | 39.13K | Jun 30, 26 | +482 | 0.02% |
| Plan Group Financial, LLC | 38.66K | Jun 30, 26 | -- | 0.02% |
| Advisory Services Network, LLC | 37.57K | Jun 30, 26 | -3.02K | 0.02% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 37.01K | Jun 30, 26 | -- | 0.02% |
| River Street Advisors LLC | 34.43K | Jun 30, 26 | -- | 0.02% |
| OPPENHEIMER & CO INC | 34.34K | Jun 30, 26 | +1.01K | 0.02% |
| Private Advisor Group, LLC | 33.80K | Jun 30, 26 | -15.60K | 0.02% |
| Closed-End Fund Advisors, Inc. | 33.68K | Jun 30, 26 | -1.47K | 0.02% |
| Perennial Investment Advisors, LLC | 33.53K | Jun 30, 26 | +10.04K | 0.02% |
| Savvy Advisors, Inc. | 33.52K | Jun 30, 26 | +284 | 0.02% |
| Chicago Partners Investment Group LLC | 32.28K | Jun 30, 26 | +4.04K | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 32.09K | Jun 30, 26 | +12.34K | 0.02% |
| CARY STREET PARTNERS FINANCIAL LLC | 31.59K | Jun 30, 26 | -- | 0.02% |
| HOLLENCREST CAPITAL MANAGEMENT | 30.93K | Jun 30, 26 | -4.44K | 0.02% |
| Meadow Creek Wealth Advisors LLC | 30.76K | Jun 30, 26 | +15.77K | 0.02% |
| Regal Investment Advisors LLC | 30.75K | Jun 30, 26 | +2.81K | 0.02% |
| Koshinski Asset Management, Inc. | 30.17K | Jun 30, 26 | -8.82K | 0.02% |
| DAYMARK WEALTH PARTNERS, LLC | 29.85K | Jun 30, 26 | +54 | 0.02% |
| AXXCESS WEALTH MANAGEMENT, LLC | 29.60K | Jun 30, 26 | +29.60K | 0.02% |
| PFG Investments, LLC | 29.51K | Jun 30, 26 | +202 | 0.02% |
| Equitable Holdings, Inc. | 28.93K | Jun 30, 26 | -1.16K | 0.01% |
| Stratos Wealth Partners, LTD. | 28.77K | Jun 30, 26 | -- | 0.01% |
| J.W. COLE ADVISORS, INC. | 28.54K | Jun 30, 26 | +28.54K | 0.01% |
| FIFTH THIRD BANCORP | 28.42K | Jun 30, 26 | -3.80K | 0.01% |
| SIT INVESTMENT ASSOCIATES INC | 28.40K | Jun 30, 26 | -10.00K | 0.01% |
| Envestnet Portfolio Solutions, Inc. | 28.29K | Jun 30, 26 | +28.29K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 27.96K | Jun 30, 26 | -- | 0.01% |
| EVOLVE PRIVATE WEALTH, LLC | 27.86K | Jun 30, 26 | -4.70K | 0.01% |
| M Holdings Securities, Inc. | 27.70K | Jun 30, 26 | -3.92K | 0.01% |
| D.A. DAVIDSON & CO. | 26.94K | Jun 30, 26 | -867 | 0.01% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 26.45K | Jun 30, 26 | -- | 0.01% |
| David J Yvars Group | 25.63K | Jun 30, 26 | -1.23K | 0.01% |
| Renasant Bank | 25.30K | Jun 30, 26 | -3.00K | 0.01% |
| Sanibel Captiva Trust Company, Inc. | 25.00K | Jun 30, 26 | -8.00K | 0.01% |
| Aviance Capital Partners, LLC | 24.97K | Jun 30, 26 | -1.39K | 0.01% |
| INDEPENDENT FINANCIAL GROUP, LLC | 24.43K | Jun 30, 26 | +306 | 0.01% |
| US BANCORP \DE\ | 24.29K | Jun 30, 26 | -- | 0.01% |
| Gridiron Partners, LLC | 24.13K | Jun 30, 26 | -139.37K | 0.01% |
| Cypress Capital Group | 24.05K | Jun 30, 26 | -25 | 0.01% |
| IBEX WEALTH ADVISORS | 24.00K | Jun 30, 26 | -6.04K | 0.01% |
| Ashton Thomas Private Wealth, LLC | 24.00K | Jun 30, 26 | +6.80K | 0.01% |
| NORTHERN TRUST CORP | 23.81K | Jun 30, 26 | -1.39K | 0.01% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 23.69K | Jun 30, 26 | +138 | 0.01% |
| Burford Brothers, Inc. | 22.85K | Jun 30, 26 | -- | 0.01% |
| Wedmont Private Capital | 22.78K | Jun 30, 26 | +22.78K | 0.01% |
| Mirador Capital Partners LP | 22.73K | Jun 30, 26 | +22.73K | 0.01% |
| MAI Capital Management | 22.69K | Jun 30, 26 | +9 | 0.01% |
| Ranch Capital Advisors Inc. | 22.63K | Jun 30, 26 | +24 | 0.01% |
| Clear Creek Financial Management, LLC | 22.33K | Jun 30, 26 | +373 | 0.01% |
| Park Place Capital Corp | 21.00K | Jun 30, 26 | -3.00K | 0.01% |
| Global Retirement Partners, LLC | 20.95K | Jun 30, 26 | +20.95K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 20.71K | Jun 30, 26 | +6.37K | 0.01% |
| Coastal Investment Advisors, Inc. | 20.50K | Jun 30, 26 | -- | 0.01% |
| EQ WEALTH ADVISORS, LLC | 20.47K | Jun 30, 26 | -- | 0.01% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 20.12K | Jun 30, 26 | +1.22K | 0.01% |
| Moors & Cabot, Inc. | 19.97K | Jun 30, 26 | +197 | 0.01% |
| NWF Advisory Services Inc. | 19.80K | Jun 30, 26 | -- | 0.01% |
| Clear Street Group Inc. | 19.68K | Jun 30, 26 | +19.68K | 0.01% |
| JOHNSON INVESTMENT COUNSEL INC | 19.42K | Jun 30, 26 | +5.50K | 0.01% |
| ProVise Management Group, LLC | 18.27K | Jun 30, 26 | +350 | 0.01% |
| Wealth Dimensions Group, Ltd. | 17.90K | Jun 30, 26 | -- | 0.01% |
| LANGLEY WEALTH MANAGEMENT, LLC | 17.77K | Jun 30, 26 | +17.77K | 0.01% |
| Colony Group, LLC | 17.40K | Jun 30, 26 | +396 | 0.01% |
| HRT FINANCIAL LP | 17.35K | Jun 30, 26 | +17.35K | 0.01% |
| BOOTHBAY FUND MANAGEMENT, LLC | 17.12K | Jun 30, 26 | -3.83K | 0.01% |
| MELFA WEALTH MANAGEMENT, LLC | 16.99K | Jun 30, 26 | -- | 0.01% |
| Sightline Wealth Advisors, LLC | 16.82K | Jun 30, 26 | +3.07K | 0.01% |
| Virtu Financial LLC | 16.73K | Jun 30, 26 | -11.77K | 0.01% |
| VIRTUE ASSET MANAGEMENT LLC | 16.51K | Jun 30, 26 | -- | 0.01% |
| Waverly Advisors, LLC | 16.46K | Jun 30, 26 | -6.43K | 0.01% |
| VISTA INVESTMENT MANAGEMENT | 16.07K | Jun 30, 26 | -- | 0.01% |
| Shulman DeMeo Asset Management LLC | 15.63K | Jun 30, 26 | -71 | 0.01% |
| Family Management Corp | 14.89K | Jun 30, 26 | -- | 0.01% |
| MGO ONE SEVEN LLC | 14.40K | Jun 30, 26 | +1 | 0.01% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 14.37K | Jun 30, 26 | -- | 0.01% |
| Aptus Capital Advisors, LLC | 14.23K | Jun 30, 26 | -3.02K | 0.01% |
| TCG Advisory Services, LLC | 14.11K | Jun 30, 26 | -- | 0.01% |
| Camelot Portfolios, LLC | 14.09K | Jun 30, 26 | -974 | 0.01% |
| Concurrent Investment Advisors, LLC | 13.91K | Jun 30, 26 | +20 | 0.01% |
| Farther Finance Advisors, LLC | 13.88K | Jun 30, 26 | +12.23K | 0.01% |
| Noble Wealth Management PBC | 13.60K | Jun 30, 26 | -362 | 0.01% |
| Quantinno Capital Management LP | 13.49K | Jun 30, 26 | +255 | 0.01% |
| Powell Investment Advisors, LLC | 13.47K | Jun 30, 26 | +230 | 0.01% |
| MML INVESTORS SERVICES, LLC | 12.91K | Jun 30, 26 | +12.91K | 0.01% |
| SFMG, LLC | 12.68K | Jun 30, 26 | -- | 0.01% |
| NOVEM GROUP | 12.50K | Jun 30, 26 | -- | 0.01% |
| Sound View Wealth Advisors Group, LLC | 12.48K | Jun 30, 26 | -- | 0.01% |
| Essential Investment Partners LLC | 12.40K | Jun 30, 26 | -- | 0.01% |
| TWO SIGMA SECURITIES, LLC | 12.39K | Jun 30, 26 | +12.39K | 0.01% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 11.97K | Jun 30, 26 | +11.97K | 0.01% |
| Cerity Partners LLC | 11.67K | Jun 30, 26 | -336 | 0.01% |
| COMMERCE BANK | 11.58K | Jun 30, 26 | -- | 0.01% |
| Tradewinds Capital Management, LLC | 11.51K | Jun 30, 26 | -- | 0.01% |
| TOWNSQUARE CAPITAL LLC | 11.50K | Jun 30, 26 | +11.50K | 0.01% |
| Mountain Hill Investment Partners Corp. | 11.32K | Jun 30, 26 | -- | 0.01% |
| Busey Wealth Management | 11.12K | Jun 30, 26 | -- | 0.01% |
| Merit Financial Group, LLC | 11.11K | Jun 30, 26 | -1.96K | 0.01% |
| WESBANCO BANK INC | 11.10K | Jun 30, 26 | -- | 0.01% |
| SRS Capital Advisors, Inc. | 11.01K | Jun 30, 26 | +3.54K | 0.01% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11.00K | Jun 30, 26 | -- | 0.01% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 11.00K | Jun 30, 26 | -- | 0.01% |
| READYSTATE ASSET MANAGEMENT LP | 10.99K | Jun 30, 26 | +10.99K | 0.01% |
| Nuveen, LLC | 10.96K | Jun 30, 26 | +10.96K | 0.01% |
| Lantz Financial LLC | 10.49K | Jun 30, 26 | -- | 0.01% |
| Uniting Wealth Partners, LLC | 10.44K | Jun 30, 26 | +78 | 0.01% |
| B. Riley Wealth Advisors, Inc. | 10.31K | Jun 30, 26 | +91 | 0.01% |
| Marex Group plc | 10.22K | Jun 30, 26 | +10.22K | 0.01% |
| Csenge Advisory Group | 10.03K | Jun 30, 26 | +10.03K | 0.01% |
| Integrated Wealth Concepts LLC | 8.42K | Jun 30, 26 | +8.42K | 0.00% |
| PROSPERITY BANCSHARES INC | 8.00K | Jun 30, 26 | +6.00K | 0.00% |
| ISLAY CAPITAL MANAGEMENT, LLC | 8.00K | Jun 30, 26 | -- | 0.00% |
| Coastline Trust Co | 6.97K | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 5.00K | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 4.94K | Jun 30, 26 | +4.94K | 0.00% |
| Piscataqua Savings Bank | 4.76K | Jun 30, 26 | -- | 0.00% |
| Bernard Wealth Management Corp. | 4.60K | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 4.50K | Jun 30, 26 | -- | 0.00% |
| JFS WEALTH ADVISORS, LLC | 4.47K | Jun 30, 26 | +84 | 0.00% |
| GGM Financials LLC | 3.82K | Jun 30, 26 | +3.82K | 0.00% |
| Penserra Capital Management LLC | 3.46K | Jun 30, 26 | +2.31K | 0.00% |
| Cornerstone Planning Group LLC | 3.44K | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 3.42K | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 3.30K | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 3.20K | Jun 30, 26 | -- | 0.00% |
| VIMA LLC | 3.00K | Jun 30, 26 | +3.00K | 0.00% |
| Highland Investment Advisors LLC | 2.81K | Jun 30, 26 | +2.81K | 0.00% |
| NBC SECURITIES, INC. | 2.75K | Jun 30, 26 | +15 | 0.00% |
| Allied Private Wealth LLC | 2.68K | Jun 30, 26 | +2.68K | 0.00% |
| CHILTON CAPITAL MANAGEMENT LLC | 2.63K | Jun 30, 26 | -- | 0.00% |
| SJS Investment Consulting Inc. | 2.58K | Jun 30, 26 | -- | 0.00% |
| HM PAYSON & CO | 2.52K | Jun 30, 26 | -- | 0.00% |
| Community Financial Services Group, LLC | 2.28K | Jun 30, 26 | -- | 0.00% |
| Fourth Dimension Wealth, LLC | 2.13K | Jun 30, 26 | -- | 0.00% |
| Financial Management Professionals, Inc. | 2.11K | Jun 30, 26 | +40 | 0.00% |
| IFG Advisory, LLC | 2.05K | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.94K | Jun 30, 26 | +363 | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 1.90K | Jun 30, 26 | -- | 0.00% |
| TRUST CO OF TOLEDO NA /OH/ | 1.79K | Jun 30, 26 | -- | 0.00% |
| BFSG, LLC | 1.66K | Jun 30, 26 | -- | 0.00% |
| FNY Investment Advisers, LLC | 1.60K | Jun 30, 26 | -- | 0.00% |
| Johnson Financial Group, Inc. | 1.52K | Jun 30, 26 | +1.52K | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 1.47K | Jun 30, 26 | -- | 0.00% |
| Aberdeen Wealth Management LLC | 1.36K | Jun 30, 26 | +1.36K | 0.00% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 1.35K | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 1.28K | Jun 30, 26 | -- | 0.00% |
| Mascoma Wealth Management LLC | 1.07K | Jun 30, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1.07K | Jun 30, 26 | -- | 0.00% |
| St. Johns Investment Management Company, LLC | 1.06K | Jun 30, 26 | -- | 0.00% |
| Synergy Investment Management, LLC | 1.04K | Jun 30, 26 | -- | 0.00% |
| Truvestments Capital LLC | 1.00K | Jun 30, 26 | -- | 0.00% |
| Plante Moran Financial Advisors, LLC | 995 | Jun 30, 26 | +995 | 0.00% |
| GHP Investment Advisors, Inc. | 917 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 896 | Jun 30, 26 | +896 | 0.00% |
| MONTAG A & ASSOCIATES INC | 873 | Jun 30, 26 | -- | 0.00% |
| EASTERN BANK | 738 | Jun 30, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 693 | Jun 30, 26 | -- | 0.00% |
| Ameritas Advisory Services, LLC | 646 | Jun 30, 26 | +646 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 400 | Jun 30, 26 | -- | 0.00% |
| Investors Portfolio Services LLC | 334 | Jun 30, 26 | +6 | 0.00% |
| ASSETMARK, INC | 132 | Jun 30, 26 | -17 | 0.00% |
| IMA Wealth, Inc. | 130 | Jun 30, 26 | +130 | 0.00% |
| Independent Advisor Alliance | -- | Jun 30, 26 | -27.08K | -- |
| MACKAY SHIELDS LLC | -- | Jun 30, 26 | -55.66K | -- |
| CAPITAL & PLANNING, LLC | -- | Jun 30, 26 | -9.78K | -- |
| FIRST TRUST ADVISORS LP | -- | Jun 30, 26 | -13.64K | -- |
| Arkos Global Advisors | -- | Jun 30, 26 | -18.89K | -- |
| Atala Financial Inc | -- | Jun 30, 26 | -12.08K | -- |
| NOMURA HOLDINGS INC | -- | Jun 30, 26 | -15.00K | -- |
| Strategic Financial Concepts, LLC | -- | Jun 30, 26 | -14.00K | -- |
| Scarborough Advisors, LLC | -- | Jun 30, 26 | -547 | -- |
| PRECEDENT WEALTH PARTNERS, LLC | -- | Jun 30, 26 | -10.95K | -- |
| Kingsview Wealth Management, LLC | -- | Jun 30, 26 | -10.43K | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -46 | -- |
| Kovack Advisors, Inc. | -- | Jun 30, 26 | -16.93K | -- |
| Gateway Wealth Partners, LLC | -- | Jun 30, 26 | -16.57K | -- |
| MOTCO | -- | Jun 30, 26 | -286 | -- |
| Intentional Wealth Strategies, LLC | -- | Jun 30, 26 | -289 | -- |
| Fairway Wealth LLC | -- | Jun 30, 26 | -5.69K | -- |
| BESSEMER GROUP INC | -- | Jun 30, 26 | -5.64K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -10 | -- |
| Fisher Asset Management, LLC | -- | Jun 30, 26 | -14.04K | -- |
| Catalina Capital Group, LLC | 14.51K | Mar 31, 26 | -8.71K | 0.01% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 12.38K | Mar 31, 26 | +12.38K | 0.01% |
| CWM, LLC | 802 | Mar 31, 26 | -3 | 0.00% |
| MGB Wealth Management, LLC | 53.02K | Dec 31, 25 | +7.02K | 0.03% |
| COMERICA BANK | 23.81K | Dec 31, 25 | -753 | 0.01% |
| Edge Financial Advisors LLC | 11.30K | Dec 31, 25 | +637 | 0.01% |
| GPS Wealth Strategies Group, LLC | 316 | Dec 31, 25 | +6 | 0.00% |
| BRASS TAX WEALTH MANAGEMENT, INC | 30.83K | Sep 30, 25 | -- | 0.02% |
| OPTIMUM INVESTMENT ADVISORS | 6.69K | Sep 30, 25 | -- | 0.00% |
| AHL INVESTMENT MANAGEMENT, INC. | -- | Sep 30, 25 | -207.07K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 26.81K | Jun 30, 25 | +351 | 0.01% |
| Iron Horse Wealth Management, LLC | 3.20K | Jun 30, 25 | -- | 0.00% |
| Sheaff Brock Investment Advisors, LLC | 11.78K | Mar 31, 25 | -- | 0.01% |
| CAROLINAS WEALTH CONSULTING LLC | 8.82K | Mar 31, 25 | +8.82K | 0.00% |
| Sandy Spring Bank | 2.98K | Mar 31, 25 | +2.98K | 0.00% |
| WMS Partners, LLC | 125.00K | Dec 31, 24 | -- | 0.06% |
| Fairhaven Wealth Management, LLC | 21.43K | Dec 31, 24 | -- | 0.01% |
| WINTRUST INVESTMENTS LLC | 1.14K | Dec 31, 24 | -40 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 626.46K | Sep 30, 24 | +503.02K | 0.32% |
| RAYMOND JAMES & ASSOCIATES | 489.10K | Sep 30, 24 | +155.58K | 0.25% |
| RAYMOND JAMES TRUST N.A. | 10.11K | Sep 30, 24 | -- | 0.01% |
| Relative Value Partners Group, LLC | 111.75K | Jun 30, 24 | +111.75K | 0.06% |
| Gratus Capital LLC | 21.30K | Jun 30, 24 | +21.30K | 0.01% |
| Cetera Advisors LLC | 104.71K | Mar 31, 24 | +10.59K | 0.05% |
| Cetera Advisor Networks LLC | 74.04K | Mar 31, 24 | -406 | 0.04% |
| Highlander Capital Management, LLC | 595 | Mar 31, 24 | -- | 0.00% |
| Retirement Group, LLC | 137 | Mar 31, 24 | -- | 0.00% |
| Crestone Asset Management LLC | -- | Mar 31, 24 | -24.46K | -- |
| Bartlett & Co. LLC | 2.15K | Dec 31, 23 | -- | 0.00% |
| Simplicity Solutions, LLC | -- | Dec 31, 23 | -20.44K | -- |
| ADVISOR PARTNERS II, LLC | 454.25K | Sep 30, 23 | +454.25K | 0.23% |
| Claybrook Capital, LLC | 148.18K | Sep 30, 23 | -- | 0.08% |
| GOODWIN DANIEL L | 122.66K | Sep 30, 23 | +784 | 0.06% |
| Wealth Management Solutions, LLC | 12.15K | Sep 30, 23 | -- | 0.01% |
| BEDEL FINANCIAL CONSULTING INC | 11.80K | Sep 30, 23 | +11.80K | 0.01% |
| CTC Capital Management, LLC | -- | Mar 31, 23 | -14.30K | -- |
| Ford Financial Group, LLC | -- | Mar 31, 23 | -16.65K | -- |
| American Portfolios Advisors | 30.34K | Sep 30, 22 | -7.16K | 0.02% |
| FourThought Financial, LLC | 8.33K | Sep 30, 22 | +31 | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -2.94K | -- |
| Hightower 6M Holding, LLC | -- | Sep 30, 22 | -157.36K | -- |
| B. Riley Wealth Management, Inc. | 21.08K | Jun 30, 22 | -37.26K | 0.01% |
| Private Capital Group, LLC | -- | Jun 30, 22 | -474 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 19.18K | Mar 31, 22 | -5.21K | 0.01% |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | -- | Mar 31, 22 | -12.14K | -- |
| Carroll Financial Associates, Inc. | 36.77K | Dec 31, 21 | +36.77K | 0.02% |
| Investors Financial Group, LLC | 11.00K | Dec 31, 21 | -- | 0.01% |
| NEXT Financial Group, Inc | 750 | Dec 31, 21 | -- | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 13.67K | Sep 30, 21 | +800 | 0.01% |
| USCA RIA LLC | 11.96K | Jun 30, 21 | -- | 0.01% |
| Hoover Financial Advisors, Inc. | 1.40K | Jun 30, 21 | +1.40K | 0.00% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 12.45K | Mar 31, 21 | -- | 0.01% |
| Watson Rebecca | -- | Sep 30, 20 | -300 | -- |
| Huber Financial Advisors, LLC | 98.46K | Mar 31, 20 | +6 | 0.05% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 130.64K | Dec 31, 19 | +17.95K | 0.07% |
| Advisor Group, Inc. | 105.67K | Dec 31, 19 | +4.75K | 0.05% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 33.08K | Dec 31, 19 | +3.13K | 0.02% |
| BB&T SECURITIES, LLC | 43.33K | Sep 30, 19 | -259 | 0.02% |
| Stokes & Hubbell Capital Management, LLC | 41.95K | Mar 31, 19 | -112 | 0.02% |
| Horizon Kinetics LLC | 65.59K | Dec 31, 18 | -1.26K | 0.03% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 14.00K | Dec 31, 18 | -- | 0.01% |
| Yellowstone Partners, LLC | 48.83K | Dec 31, 17 | -31.81K | 0.02% |
| IFC Holdings Incorporated/FL | 15.95K | Dec 31, 17 | +1.38K | 0.01% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -57.40K | -- |
| Commonwealth Equity Services, Inc | 153.96K | Jun 30, 17 | -3.06K | 0.08% |
| FIRST FINANCIAL EQUITY CORPORATION | 10.04K | Mar 31, 17 | +10.04K | 0.01% |
| MSI Financial Services Inc | 15.03K | Dec 31, 16 | +4.33K | 0.01% |
| WESTPORT RESOURCES MANAGEMENT INC | 665 | Sep 30, 16 | -2.83K | 0.00% |
| Carnick & Kubik, LLC | 2.37K | Mar 31, 16 | +2.37K | 0.00% |
| Pinnacle Summer Investments, Inc. | 8.61K | Dec 31, 15 | +6.85K | 0.00% |
| MPAM CREDIT TRADING PARTNERS L.P. | 106.20K | Sep 30, 15 | -22.09K | 0.05% |
| BAIRD ROBERT W & CO INC /WI/ | -- | Mar 31, 15 | -207.34K | -- |
| UBS AG | 246.13K | Sep 30, 14 | -72.41K | 0.13% |
| Del Mar Asset Management, LP | 106.90K | Sep 30, 14 | +106.90K | 0.05% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -10.18K | -- |
| First Allied Securities, Inc. | 19.35K | Jun 30, 12 | -10.10K | 0.01% |