SA
Sign upLog In
PAAA

Institutional Ownership

Top 307 Institutional Holders
HolderSharesDateChange% Held
Ballew Advisors, Inc32.00KSep 30, 26+27.67K0.01%
COLLECTIVE FAMILY OFFICE LLC21.44KSep 30, 26-700.01%
GoalVest Advisory LLC2.98KSep 30, 26+2.98K0.00%
PRUDENTIAL FINANCIAL INC52.49MJun 30, 26+8.21M23.98%
ALLIANZ SE10.60MJun 30, 26--4.84%
BANK OF AMERICA CORP /DE/9.57MJun 30, 26+1.32M4.37%
LPL Financial LLC6.55MJun 30, 26+1.70M2.99%
SEI INVESTMENTS CO6.35MJun 30, 26+256.52K2.90%
MORGAN STANLEY5.28MJun 30, 26+240.44K2.41%
ROYAL BANK OF CANADA4.46MJun 30, 26+596.48K2.04%
AMERIPRISE FINANCIAL INC4.33MJun 30, 26+2.24M1.98%
JONES FINANCIAL COMPANIES LLLP4.28MJun 30, 26+1.15M1.95%
WELLS FARGO & COMPANY/MN3.11MJun 30, 26+492.99K1.42%
1900 WEALTH MANAGEMENT LLC2.92MJun 30, 26+2.92M1.33%
ENVESTNET ASSET MANAGEMENT INC1.68MJun 30, 26+267.18K0.77%
Bank of New York Mellon Corp1.56MJun 30, 26+1.49M0.71%
RAYMOND JAMES FINANCIAL INC1.55MJun 30, 26+340.87K0.71%
Rockefeller Capital Management L.P.1.43MJun 30, 26+207.37K0.65%
UBS Group AG1.35MJun 30, 26+150.20K0.62%
PNC FINANCIAL SERVICES GROUP, INC.1.23MJun 30, 26+23.29K0.56%
COMMONWEALTH EQUITY SERVICES, LLC1.19MJun 30, 26+127.90K0.54%
NORDEN GROUP LLC1.10MJun 30, 26-111.99K0.50%
INDEPENDENT FINANCIAL GROUP, LLC1.00MJun 30, 26-490.26K0.46%
Ameritas Advisory Services, LLC937.86KJun 30, 26+632.93K0.43%
Pine Harbor Wealth Management, LLC766.83KJun 30, 26+26.40K0.35%
Employees Retirement System of Texas750.00KJun 30, 26-250.00K0.34%
HIGHLINE WEALTH PARTNERS LLC721.95KJun 30, 26+721.95K0.33%
JPMORGAN CHASE & CO657.17KJun 30, 26-375.13K0.30%
Insight Wealth Strategies, LLC655.98KJun 30, 26+637.21K0.30%
ADVISOR GROUP HOLDINGS, INC.623.33KJun 30, 26+197.11K0.28%
Main Street Group, LTD597.20KJun 30, 26+139.99K0.27%
Steward Partners Investment Advisory, LLC573.69KJun 30, 26+65.80K0.26%
Roehl & Yi Investment Advisors, LLC566.34KJun 30, 26+566.34K0.26%
Cambridge Investment Research Advisors, Inc.565.75KJun 30, 26+27.44K0.26%
Cooper Capital Advisors LLC512.53KJun 30, 26+474.59K0.23%
Cetera Investment Advisers506.49KJun 30, 26+112.42K0.23%
KESTRA PRIVATE WEALTH SERVICES, LLC502.06KJun 30, 26+2490.23%
BASSO CAPITAL MANAGEMENT, L.P.493.64KJun 30, 26+323.69K0.23%
Ronald Blue Trust, Inc.451.63KJun 30, 26+445.58K0.21%
BANK OF MONTREAL /CAN/449.85KJun 30, 26+375.90K0.21%
TRUIST FINANCIAL CORP431.09KJun 30, 26+45.14K0.20%
POTENTIA WEALTH410.02KJun 30, 26-29.90K0.19%
Kestra Advisory Services, LLC387.57KJun 30, 26+33.91K0.18%
Fiduciary Group LLC379.69KJun 30, 26+7.90K0.17%
SRS Capital Advisors, Inc.364.64KJun 30, 26+364.64K0.17%
Sanctuary Advisors, LLC360.92KJun 30, 26+12.24K0.16%
WealthPlan Investment Management, LLC348.92KJun 30, 26+34.87K0.16%
L2 Asset Management, LLC344.75KJun 30, 26+344.75K0.16%
AdvisorNet Financial, Inc338.01KJun 30, 26+33.95K0.15%
Addison Capital Co323.60KJun 30, 26-4.35K0.15%
WNY Asset Management, LLC315.54KJun 30, 26-7.38K0.14%
MGO ONE SEVEN LLC309.06KJun 30, 26+190.35K0.14%
HighTower Advisors, LLC301.01KJun 30, 26+11.79K0.14%
EverSource Wealth Advisors, LLC271.02KJun 30, 26-3.45K0.12%
LEVEL FOUR ADVISORY SERVICES, LLC267.58KJun 30, 26+45.78K0.12%
Nilsine Partners, LLC258.27KJun 30, 26-17.60K0.12%
Gotham Asset Management, LLC257.95KJun 30, 26+195.08K0.12%
COMMUNITY TRUST & INVESTMENT CO257.53KJun 30, 26+13.37K0.12%
Ballast Rock Private Wealth LLC256.45KJun 30, 26+119.04K0.12%
Apollon Wealth Management, LLC255.18KJun 30, 26+255.18K0.12%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC236.90KJun 30, 26-8.16K0.11%
CITADEL ADVISORS LLC236.46KJun 30, 26+169.72K0.11%
Foguth Wealth Management, LLC.231.37KJun 30, 26+3.99K0.11%
Inscription Capital, LLC229.01KJun 30, 26+52.94K0.10%
MML INVESTORS SERVICES, LLC222.44KJun 30, 26+92.44K0.10%
Tanglewood Legacy Advisors, LLC214.00KJun 30, 26-9.56K0.10%
NATIXIS ADVISORS, L.P.212.09KJun 30, 26+94.14K0.10%
Private Advisor Group, LLC207.40KJun 30, 26+50.45K0.09%
Hartford Financial Management Inc.204.78KJun 30, 26+10.76K0.09%
Kestra Investment Management, LLC202.78KJun 30, 26+48.76K0.09%
Asset Allocation Strategies LLC195.83KJun 30, 26+21.72K0.09%
Beacon Pointe Advisors, LLC176.75KJun 30, 26+4.50K0.08%
Baird Financial Group, Inc.160.38KJun 30, 26+1.31K0.07%
Kingsview Wealth Management, LLC158.47KJun 30, 26+42.42K0.07%
IFP Advisors, Inc157.20KJun 30, 26+52.73K0.07%
FLAGSHIP HARBOR ADVISORS, LLC148.98KJun 30, 26-12.29K0.07%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO145.97KJun 30, 26+145.87K0.07%
WEALTHEDGE INVESTMENT ADVISORS, LLC133.36KJun 30, 26+133.36K0.06%
STIFEL FINANCIAL CORP131.00KJun 30, 26+21.14K0.06%
TOEWS CORP /ADV127.43KJun 30, 26--0.06%
THRIVENT FINANCIAL FOR LUTHERANS125.28KJun 30, 26+18.87K0.06%
Indie Asset Partners, LLC123.70KJun 30, 26+13.44K0.06%
Triton Wealth Management, PLLC120.93KJun 30, 26+11.13K0.06%
MIDDLETON & CO INC/MA119.36KJun 30, 26+16.32K0.05%
WealthPLAN Partners, LLC108.68KJun 30, 26-11.19K0.05%
Cerity Partners LLC108.36KJun 30, 26+4.68K0.05%
Summit Financial, LLC106.50KJun 30, 26+18.60K0.05%
PRINCIPAL FINANCIAL GROUP INC105.18KJun 30, 26-8.97K0.05%
NewEdge Advisors, LLC104.55KJun 30, 26+57.68K0.05%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC101.19KJun 30, 26+2350.05%
Argent Trust Co98.62KJun 30, 26+14.09K0.05%
EP Wealth Advisors, LLC97.32KJun 30, 26+97.32K0.04%
Essex Financial Services, Inc.95.44KJun 30, 26+11.50K0.04%
Stratos Wealth Partners, LTD.94.64KJun 30, 26+36.82K0.04%
Hobart Private Capital, LLC92.97KJun 30, 26+2.85K0.04%
Stonebridge Financial Group, LLC/CA92.64KJun 30, 26+92.64K0.04%
49 WEALTH MANAGEMENT, LLC92.48KJun 30, 26+92.48K0.04%
ALONGSIDE, LLC92.48KJun 30, 26+92.48K0.04%
Fiduciary Alliance LLC84.79KJun 30, 26+2.76K0.04%
FIRST NATIONAL BANK OF OMAHA83.74KJun 30, 26-5.71K0.04%
Merit Financial Group, LLC83.13KJun 30, 26+9.59K0.04%
TOP Private Wealth LLC.80.69KJun 30, 26+80.69K0.04%
Pallas Capital Advisors LLC80.07KJun 30, 26+80.07K0.04%
Janney Montgomery Scott LLC78.24KJun 30, 26-60.73K0.04%
HBW Advisory Services LLC75.34KJun 30, 26+4.81K0.03%
Able Wealth Management LLC74.71KJun 30, 26-13.79K0.03%
FOSTER & MOTLEY INC70.74KJun 30, 26+22.43K0.03%
Main Street Financial Solutions, LLC66.41KJun 30, 26+3.77K0.03%
Andina Capital Management, LLC62.69KJun 30, 26+52.57K0.03%
K2 Financial Inc.61.74KJun 30, 26+1.97K0.03%
Entelevest, LLC60.89KJun 30, 26-120.03%
Mariner, LLC56.90KJun 30, 26-1.58K0.03%
JANE STREET GROUP, LLC56.36KJun 30, 26+56.36K0.03%
Concurrent Investment Advisors, LLC56.23KJun 30, 26-7.35K0.03%
Crumly & Associates Inc.55.88KJun 30, 26+44.26K0.03%
Prime Capital Investment Advisors, LLC52.65KJun 30, 26-1.30K0.02%
Great Diamond Partners, LLC51.29KJun 30, 26+2.30K0.02%
Prospera Financial Services Inc50.08KJun 30, 26-4.70K0.02%
Westside Investment Management, Inc.50.06KJun 30, 26+12.08K0.02%
Breakwater Capital Group48.28KJun 30, 26+17.81K0.02%
Modern Wealth Management, LLC47.95KJun 30, 26+47.95K0.02%
Colony Group, LLC46.57KJun 30, 26+37.56K0.02%
Atlas Wealth LLC44.86KJun 30, 26-16.13K0.02%
Atria Investments, Inc43.92KJun 30, 26+3.25K0.02%
GREAT VALLEY ADVISOR GROUP, INC.43.85KJun 30, 26+150.02%
Visionary Wealth Advisors43.27KJun 30, 26+9.73K0.02%
Csenge Advisory Group41.96KJun 30, 26+7.42K0.02%
Cooper Financial Group41.73KJun 30, 26+15.13K0.02%
Evergreen Wealth Partners LLC41.01KJun 30, 26-630.02%
DENVER WEALTH MANAGEMENT, INC.39.41KJun 30, 26+3160.02%
NWAM LLC38.16KJun 30, 26+25.81K0.02%
Team Financial Group, LLC36.97KJun 30, 26+28.24K0.02%
Farther Finance Advisors, LLC36.81KJun 30, 26-4.09K0.02%
Dakota Wealth Management35.98KJun 30, 26+35.98K0.02%
Vident Advisory, LLC33.16KJun 30, 26+33.16K0.02%
Global Assets Advisory, LLC31.87KJun 30, 26+31.87K0.01%
RIVERCHASE WEALTH MANAGEMENT, LLC31.77KJun 30, 26+9.31K0.01%
Symphony Financial, Ltd. Co.29.92KJun 30, 26+21.37K0.01%
SHEETS SMITH WEALTH MANAGEMENT29.20KJun 30, 26+11.07K0.01%
Heritage Trust Co27.78KJun 30, 26--0.01%
REDSTONE WEALTH MANAGEMENT, LLC27.50KJun 30, 26-1.65K0.01%
Koshinski Asset Management, Inc.27.42KJun 30, 26-2.32K0.01%
Raab & Moskowitz Asset Management LLC26.61KJun 30, 26+5360.01%
WESPAC Advisors, LLC26.59KJun 30, 26+10.05K0.01%
FIFTH THIRD BANCORP26.40KJun 30, 26+11.12K0.01%
J.W. COLE ADVISORS, INC.26.28KJun 30, 26+26.28K0.01%
DAVENPORT & Co LLC26.10KJun 30, 26-1700.01%
Worth Asset Management, LLC25.99KJun 30, 26+5.46K0.01%
Equitable Holdings, Inc.25.80KJun 30, 26-14.61K0.01%
Security National Bank25.50KJun 30, 26+25.50K0.01%
HFG Advisors, Inc.24.60KJun 30, 26+3520.01%
Brinker Capital Investments, LLC24.23KJun 30, 26-1.14K0.01%
TCG Advisory Services, LLC23.21KJun 30, 26+23.21K0.01%
YARGER WEALTH STRATEGIES, LLC22.73KJun 30, 26+12.77K0.01%
Americana Partners, LLC22.48KJun 30, 26--0.01%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.22.44KJun 30, 26+780.01%
Lakeshore Financial Planning, Inc.21.77KJun 30, 26+1750.01%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC21.48KJun 30, 26+2430.01%
AE Wealth Management LLC20.84KJun 30, 26+5.76K0.01%
Perigon Wealth Management, LLC19.95KJun 30, 26+8440.01%
Cypress Capital, LLC19.80KJun 30, 26+7.05K0.01%
Integrated Advisors Network LLC18.68KJun 30, 26+11.47K0.01%
D.A. DAVIDSON & CO.18.45KJun 30, 26--0.01%
IHT Wealth Management, LLC17.90KJun 30, 26+5330.01%
Mills Wealth Advisors LLC17.67KJun 30, 26+11.01K0.01%
Optivise Advisory Services LLC17.53KJun 30, 26+1.81K0.01%
OPPENHEIMER & CO INC17.40KJun 30, 26-6000.01%
HARBOUR INVESTMENTS, INC.17.36KJun 30, 26+1.36K0.01%
PKS Advisory Services, LLC16.98KJun 30, 26-3.52K0.01%
CARY STREET PARTNERS FINANCIAL LLC16.93KJun 30, 26+630.01%
MAI Capital Management16.86KJun 30, 26-5.37K0.01%
GWN SECURITIES INC.16.51KJun 30, 26+10.01%
Element Wealth, LLC16.06KJun 30, 26+1810.01%
SMITH, MOORE & CO.16.05KJun 30, 26+8.87K0.01%
INSIGNEO ADVISORY SERVICES, LLC15.69KJun 30, 26+3.02K0.01%
Crestwood Advisors Group LLC15.69KJun 30, 26+1.12K0.01%
KWB Wealth15.23KJun 30, 26-15.04K0.01%
Alteri Wealth LLC15.04KJun 30, 26+6040.01%
Integrated Wealth Concepts LLC14.97KJun 30, 26+10.69K0.01%
WFA of San Diego, LLC14.30KJun 30, 26+14.30K0.01%
Savant Capital, LLC13.97KJun 30, 26+13.97K0.01%
PRINCIPAL SECURITIES, INC.13.59KJun 30, 26+1.01K0.01%
Three Cord True Wealth Management, LLC12.74KJun 30, 26+7280.01%
STOCK YARDS BANK & TRUST CO12.73KJun 30, 26+12.73K0.01%
Redhawk Wealth Advisors, Inc.12.40KJun 30, 26-135.34K0.01%
MPWM ADVISORY SOLUTIONS, LLC12.34KJun 30, 26+1.70K0.01%
United Advisor Group, LLC11.86KJun 30, 26+1.32K0.01%
Vertex Planning Partners, LLC11.38KJun 30, 26-3560.01%
Cassady Wealth & Retirement Planning, LLC10.92KJun 30, 26+4280.00%
Stewardship Advisors, LLC10.87KJun 30, 26+2410.00%
Cornerstone Wealth Management, LLC10.66KJun 30, 26+4.57K0.00%
Diversified Enterprises, LLC10.46KJun 30, 26+2270.00%
Objective Capital Management, LLC10.45KJun 30, 26+5.00K0.00%
R2 Capital Strategies, LLC10.43KJun 30, 26+10.43K0.00%
Pensionmark Financial Group, LLC10.17KJun 30, 26--0.00%
Western Wealth Management, LLC9.76KJun 30, 26+2300.00%
Pasadena Private Wealth, LLC9.65KJun 30, 26-9.75K0.00%
US BANCORP \DE\9.50KJun 30, 26+9.46K0.00%
Global Retirement Partners, LLC9.31KJun 30, 26+9.31K0.00%
Betterment LLC8.65KJun 30, 26+8.65K0.00%
Wealthcare Advisory Partners LLC8.58KJun 30, 26+8.58K0.00%
STEPHENS INC /AR/8.33KJun 30, 26+6500.00%
Patriot Financial Group Insurance Agency, LLC8.27KJun 30, 26-8.19K0.00%
Advisor Resource Council8.08KJun 30, 26-1.07K0.00%
Nest Investments, LLC7.94KJun 30, 26+7.94K0.00%
Ashton Thomas Private Wealth, LLC7.60KJun 30, 26+4.40K0.00%
SYKON CAPITAL LLC7.42KJun 30, 26+7.42K0.00%
Magnolia Private Wealth, LLC7.41KJun 30, 26+7.41K0.00%
Register Financial Advisors LLC7.27KJun 30, 26+1460.00%
Piscataqua Savings Bank7.26KJun 30, 26-3000.00%
Legacy Capital Wealth Partners, LLC7.23KJun 30, 26--0.00%
Brookstone Capital Management7.17KJun 30, 26+5320.00%
CENTRAL BANK & TRUST CO7.11KJun 30, 26+7.11K0.00%
TRUST CO OF OKLAHOMA7.03KJun 30, 26--0.00%
COMPASS CAPITAL CORP /MA/ /ADV7.00KJun 30, 26+3640.00%
Everest Management Corp.6.94KJun 30, 26-2.54K0.00%
PARK AVENUE SECURITIES LLC6.80KJun 30, 26+6.80K0.00%
WILEY BROS.-AINTREE CAPITAL, LLC6.53KJun 30, 26-560.00%
Mount Yale Investment Advisors, LLC6.38KJun 30, 26+6.38K0.00%
Fermata Advisors, LLC6.34KJun 30, 26-4790.00%
BlueStem Wealth Partners, LLC6.13KJun 30, 26+6.13K0.00%
Knights of Columbus Asset Advisors LLC6.04KJun 30, 26+6.04K0.00%
PETRA FINANCIAL ADVISORS INC5.65KJun 30, 26+5.65K0.00%
GK Wealth Management LLC5.63KJun 30, 26+5.63K0.00%
Whipplewood Advisors, LLC5.63KJun 30, 26+5.63K0.00%
LaSalle St. Investment Advisors, LLC5.47KJun 30, 26+5.47K0.00%
REGATTA CAPITAL GROUP, LLC5.46KJun 30, 26--0.00%
Three Seasons Wealth, LLC5.45KJun 30, 26+900.00%
Destiny Wealth Partners, LLC5.31KJun 30, 26+3.36K0.00%
Weaver Consulting Group5.28KJun 30, 26+5.28K0.00%
Golden State Wealth Management, LLC5.20KJun 30, 26-2.97K0.00%
Lynx Investment Advisory4.89KJun 30, 26+2050.00%
MONECO Advisors, LLC4.65KJun 30, 26+270.00%
TrueWealth Advisors, LLC4.10KJun 30, 26--0.00%
PRIVATE TRUST CO NA4.07KJun 30, 26-1.03K0.00%
Independent Wealth Network Inc.4.06KJun 30, 26+4.06K0.00%
Daybright Advisory Services, Inc.4.06KJun 30, 26+4.06K0.00%
TECTONIC ADVISORS LLC4.03KJun 30, 26+4.03K0.00%
Teamwork Financial Advisors, LLC3.90KJun 30, 26+3.90K0.00%
COMPASS FINANCIAL MANAGEMENT LLC3.50KJun 30, 26+3.50K0.00%
WPG Advisers, LLC3.47KJun 30, 26+610.00%
J.Safra Asset Management Corp2.93KJun 30, 26+1840.00%
Silver Grove Financial Group, Inc.2.66KJun 30, 26+2730.00%
Allied Private Wealth LLC2.63KJun 30, 26+2.63K0.00%
MERCER GLOBAL ADVISORS INC /ADV2.29KJun 30, 26+2.29K0.00%
Medallion Wealth Advisors, LLC2.15KJun 30, 26+1.95K0.00%
WELLINGTON-ALTUS USA INC.2.09KJun 30, 26--0.00%
CENTAURUS FINANCIAL, INC.2.08KJun 30, 26+230.00%
Cassaday & Co Wealth Management LLC2.08KJun 30, 26+240.00%
HUNTINGTON NATIONAL BANK1.71KJun 30, 26+1.71K0.00%
Centennial Bank/AR/1.64KJun 30, 26+1.64K0.00%
Rossby Financial, LCC1.59KJun 30, 26-30.00%
RICHARDS, MERRILL & PETERSON, INC.1.50KJun 30, 26+1.00K0.00%
Founders Financial Alliance, LLC1.42KJun 30, 26-4.37K0.00%
CONTRAVISORY INVESTMENT MANAGEMENT, INC.1.35KJun 30, 26+1.35K0.00%
Centerpoint Advisors, LLC1.25KJun 30, 26+1.25K0.00%
FIDUCIARY FINANCIAL ADVISORS1.19KJun 30, 26+1.19K0.00%
NBC SECURITIES, INC.1.02KJun 30, 26+1210.00%
Anchor Investment Management, LLC1.01KJun 30, 26+110.00%
Elequin Securities, LLC1.01KJun 30, 26+1.01K0.00%
FMR LLC916Jun 30, 26+2230.00%
NATIONAL BANK OF CANADA /FI/736Jun 30, 26--0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC557Jun 30, 26+460.00%
Mascoma Wealth Management LLC488Jun 30, 26--0.00%
Paladin Advisory Group, LLC467Jun 30, 26--0.00%
RHL GROUP, LLC421Jun 30, 26+810.00%
Synergy Investment Management, LLC413Jun 30, 26+4130.00%
SILVER OAK SECURITIES, INCORPORATED325Jun 30, 26+3250.00%
Continuum Advisory, LLC280Jun 30, 26+2800.00%
Pinnacle Bancorp, Inc.212Jun 30, 26--0.00%
AMERIFLEX GROUP, INC.196Jun 30, 26+1960.00%
Bogart Wealth, LLC124Jun 30, 26-1360.00%
Horizon Investments, LLC79Jun 30, 26-6570.00%
HORIZON FINANCIAL SERVICES, LLC56Jun 30, 26+560.00%
Caldwell Trust Co22Jun 30, 26+220.00%
Advisory Services Network, LLC--Jun 30, 26-266--
United Community Bank--Jun 30, 26-4.93K--
Independent Advisor Alliance--Jun 30, 26-109.29K--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-4.05K--
Signal Advisors Wealth, LLC--Jun 30, 26-4.80K--
Saiph Capital, LLC--Jun 30, 26-4.50K--
Aurora Private Wealth, Inc.--Jun 30, 26-3.99K--
Capital Investment Advisors, LLC--Jun 30, 26-5.65K--
Moors & Cabot, Inc.--Jun 30, 26-4.46K--
Atlantic Union Bankshares Corp--Jun 30, 26-19.46K--
CALTON & ASSOCIATES, INC.--Jun 30, 26-10.59K--
Indiana Trust & Investment Management CO--Jun 30, 26-2.74K--
CoreCap Advisors, LLC--Jun 30, 26-630--
HRT FINANCIAL LP--Jun 30, 26-35.07K--
PARSONS CAPITAL MANAGEMENT INC/RI--Jun 30, 26-6.14K--
True Wealth Design, LLC--Jun 30, 26-500--
CAHILL FINANCIAL ADVISORS INC--Jun 30, 26-4.72K--
Allworth Financial LP--Jun 30, 26-77--
Corebridge Financial, Inc.--Jun 30, 26-4.01M--
U.S. Capital Wealth Advisors, LLC345.54KMar 31, 26+29.27K0.16%
EXENCIAL WEALTH ADVISORS, LLC12.94KMar 31, 26+12.94K0.01%
Sunbelt Securities, Inc.8.65KMar 31, 26-1780.00%
Anfield Capital Management, LLC17Mar 31, 26+170.00%
Running Point Capital Advisors, LLC127.02KDec 31, 25+78.84K0.06%
COMERICA BANK6.35KDec 31, 25+2820.00%
COUNTRY CLUB BANK /GFN159.41KSep 30, 25+8240.07%
Financial Advocates Investment Management--Sep 30, 25-13.39K--
AVANTAX ADVISORY SERVICES, INC.217.72KJun 30, 25+11.73K0.10%
Priebe Wealth Holdings LLC15.61KJun 30, 25-7.38K0.01%
Atria Wealth Solutions, Inc.9.25KJun 30, 25-4.71K0.00%
CAROLINAS WEALTH CONSULTING LLC44Mar 31, 25+440.00%
FinTrust Capital Advisors, LLC43.61KSep 30, 24+22.11K0.02%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Explore More

Stock Comparison

Compare equities side by side

52-Week Highs Breakout

Stocks breaking to new annual highs

52-Week Lows Oversold

S&P 500 oversold value screener

Trending Momentum

Relative strength momentum leaders

Earnings Calendar

Upcoming earnings dates & reports

S&P 500 Screener

Filter and sort all 500 stocks

Strategy Focus List

Continuous multi-factor scoring & catalyst forensics

Market Movers

Today's biggest gainers and losers

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.