| United Community Bank | 524.73K | Sep 30, 26 | +28.50K | 3.09% |
| THRIVENT FINANCIAL FOR LUTHERANS | 349.63K | Sep 30, 26 | +205.81K | 2.06% |
| PARK AVENUE SECURITIES LLC | 253.28K | Sep 30, 26 | -16.59K | 1.49% |
| LPL Financial LLC | 233.70K | Sep 30, 26 | +16.89K | 1.37% |
| CULLEN/FROST BANKERS, INC. | 168.80K | Sep 30, 26 | +85.42K | 0.99% |
| Creative Planning | 155.09K | Sep 30, 26 | -2.52K | 0.91% |
| Mount Lucas Management LP | 139.59K | Sep 30, 26 | +875 | 0.82% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 82.64K | Sep 30, 26 | -1.83K | 0.49% |
| Omega Financial Group, LLC | 57.69K | Sep 30, 26 | -511 | 0.34% |
| CENTRAL TRUST Co | 34.91K | Sep 30, 26 | -830 | 0.21% |
| Smartleaf Asset Management LLC | 32.77K | Sep 30, 26 | +32.77K | 0.19% |
| AlphaCentric Advisors LLC | 23.77K | Sep 30, 26 | +2.14K | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 23.41K | Sep 30, 26 | +1 | 0.14% |
| Kestra Advisory Services, LLC | 22.95K | Sep 30, 26 | +11.17K | 0.14% |
| BANK OF MONTREAL /CAN/ | 22.30K | Sep 30, 26 | +22.30K | 0.13% |
| HighTower Advisors, LLC | 18.83K | Sep 30, 26 | +600 | 0.11% |
| Willow Creek Capital Management, Inc. | 18.01K | Sep 30, 26 | -692 | 0.11% |
| Prospera Financial Services Inc | 15.79K | Sep 30, 26 | +15.79K | 0.09% |
| CITIZENS FINANCIAL GROUP INC/RI | 14.85K | Sep 30, 26 | +734 | 0.09% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 11.63K | Sep 30, 26 | +346 | 0.07% |
| TRUIST FINANCIAL CORP | 10.97K | Sep 30, 26 | +10.97K | 0.06% |
| OneDigital Investment Advisors LLC | 9.63K | Sep 30, 26 | -- | 0.06% |
| Capital Advisors, Ltd. LLC | 8.70K | Sep 30, 26 | +1.09K | 0.05% |
| Provenance Wealth Advisors, LLC | 6.98K | Sep 30, 26 | -- | 0.04% |
| IAG Wealth Partners, LLC | 6.92K | Sep 30, 26 | -- | 0.04% |
| KFG LLC | 6.20K | Sep 30, 26 | +6.20K | 0.04% |
| HARBOUR INVESTMENTS, INC. | 1.39K | Sep 30, 26 | +716 | 0.01% |
| CITIGROUP INC | 903 | Sep 30, 26 | +903 | 0.01% |
| Strive Financial Group ,LLC | 830 | Sep 30, 26 | -- | 0.00% |
| Allworth Financial LP | 578 | Sep 30, 26 | -- | 0.00% |
| FMR LLC | 400 | Sep 30, 26 | -- | 0.00% |
| Heritage Family Offices, LLP | 362 | Sep 30, 26 | +362 | 0.00% |
| LANARK FINANCIAL, INC. | 300 | Sep 30, 26 | +300 | 0.00% |
| FIFTH THIRD BANCORP | 139 | Sep 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 10 | Sep 30, 26 | -- | 0.00% |
| Avidian Wealth Enterprises, LLC | -- | Sep 30, 26 | -44.55K | -- |
| Virginia Estate & Retirement Planning Advisors Inc. | -- | Sep 30, 26 | -39 | -- |
| AdvisorNet Financial, Inc | -- | Sep 30, 26 | -2.71K | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 26 | -1.81K | -- |
| Founders Financial Alliance, LLC | -- | Sep 30, 26 | -1.45K | -- |
| SALEM INVESTMENT COUNSELORS INC | -- | Sep 30, 26 | -525 | -- |
| SUMITOMO LIFE INSURANCE CO | 6.22M | Jun 30, 26 | -- | 36.60% |
| MORGAN STANLEY | 827.09K | Jun 30, 26 | +31.73K | 4.87% |
| MAI Capital Management | 512.60K | Jun 30, 26 | +53.57K | 3.02% |
| BANK OF AMERICA CORP /DE/ | 268.77K | Jun 30, 26 | +63.82K | 1.58% |
| ENVESTNET ASSET MANAGEMENT INC | 124.23K | Jun 30, 26 | +4.76K | 0.73% |
| WELLS FARGO & COMPANY/MN | 114.79K | Jun 30, 26 | +457 | 0.68% |
| AMERIPRISE FINANCIAL INC | 80.09K | Jun 30, 26 | +9.41K | 0.47% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 71.09K | Jun 30, 26 | +45.80K | 0.42% |
| RAYMOND JAMES FINANCIAL INC | 66.26K | Jun 30, 26 | -33.27K | 0.39% |
| MML INVESTORS SERVICES, LLC | 45.31K | Jun 30, 26 | +7.78K | 0.27% |
| ROYAL BANK OF CANADA | 41.67K | Jun 30, 26 | -1.93K | 0.25% |
| Arax Advisory Partners | 27.43K | Jun 30, 26 | +10.31K | 0.16% |
| STIFEL FINANCIAL CORP | 20.95K | Jun 30, 26 | +946 | 0.12% |
| Envestnet Portfolio Solutions, Inc. | 16.32K | Jun 30, 26 | -723 | 0.10% |
| Corient Private Wealth LP | 14.22K | Jun 30, 26 | -- | 0.08% |
| CITADEL ADVISORS LLC | 11.83K | Jun 30, 26 | -27.63K | 0.07% |
| OneDigital Investment Advisors LLC | 9.63K | Jun 30, 26 | -- | 0.06% |
| Summit Financial, LLC | 8.77K | Jun 30, 26 | +8.77K | 0.05% |
| Rockefeller Capital Management L.P. | 4.99K | Jun 30, 26 | +447 | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.50K | Jun 30, 26 | +2.50K | 0.01% |
| OSAIC HOLDINGS, INC. | 1.88K | Jun 30, 26 | -492 | 0.01% |
| Founders Financial Alliance, LLC | 1.45K | Jun 30, 26 | -- | 0.01% |
| Ameritas Investment Partners, Inc. | 792 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 118 | Jun 30, 26 | +118 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 68 | Jun 30, 26 | +68 | 0.00% |
| NewEdge Advisors, LLC | 32 | Jun 30, 26 | -- | 0.00% |
| PROTECTIVE LIFE CORP | -- | Jun 30, 26 | -272 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -10.90K | -- |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -11.31K | -- |
| MGB Wealth Management, LLC | 6.00K | Dec 31, 25 | -- | 0.04% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -2.47K | -- |
| SYNOVUS FINANCIAL CORP | -- | Sep 30, 25 | -195.10K | -- |
| Edmonds Duncan Registered Investment Advisors, LLC | 203.32K | Sep 30, 24 | +8.28K | 1.20% |
| RAYMOND JAMES & ASSOCIATES | 67.42K | Sep 30, 24 | +1.34K | 0.40% |
| Raymond James Financial Services Advisors, Inc. | 24.69K | Sep 30, 24 | -4.64K | 0.15% |
| Hightower 6M Holding, LLC | 38.80K | Sep 30, 22 | +4.63K | 0.23% |
| Bowling Portfolio Management LLC | 14.42K | Sep 30, 22 | -- | 0.08% |
| American Portfolios Advisors | 590 | Sep 30, 22 | -- | 0.00% |
| KARLINSKI ANDREW C | -- | Sep 30, 22 | -291 | -- |
| 6 Meridian | 23.09K | Dec 31, 21 | +852 | 0.14% |
| NEXT Financial Group, Inc | 3.89K | Dec 31, 21 | +3.89K | 0.02% |
| OLD MISSION CAPITAL, LLC | 34.75K | Dec 31, 20 | +34.75K | 0.20% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | -- | Dec 31, 20 | -160.28K | -- |
| ETRADE Capital Management LLC | 142.53K | Sep 30, 20 | -3.26K | 0.84% |
| Squar Milner Financial Services LLC | 23.22K | Mar 31, 20 | -- | 0.14% |
| Noven Financial Group, Inc. | 11.74K | Mar 31, 20 | +11.74K | 0.07% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 81.44K | Dec 31, 19 | +3.43K | 0.48% |
| Advisor Group, Inc. | 7.95K | Dec 31, 19 | +437 | 0.05% |
| BB&T SECURITIES, LLC | 40.35K | Sep 30, 19 | -2.40K | 0.24% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 31.48K | Mar 31, 19 | +1.73K | 0.19% |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 2.33K | Mar 31, 19 | -- | 0.01% |
| Mosaic Financial Partners, Inc. | 12.71K | Jun 30, 18 | +12.71K | 0.07% |
