PCY(PCY)
PCY
Institutional Ownership
Top 287 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 24.08M | Jun 30, 26 | +464.75K | 35.88% |
| UBS Group AG | 5.39M | Jun 30, 26 | +110.25K | 8.03% |
| Annex Advisory Services, LLC | 4.21M | Jun 30, 26 | +211.61K | 6.28% |
| Invesco Ltd. | 3.27M | Jun 30, 26 | -1.69M | 4.88% |
| WELLS FARGO & COMPANY/MN | 1.96M | Jun 30, 26 | -34.34K | 2.92% |
| SYON CAPITAL LLC | 1.33M | Jun 30, 26 | -11.79K | 1.98% |
| UBS ASSET MANAGEMENT AMERICAS INC | 955.96K | Jun 30, 26 | -140.24K | 1.42% |
| LPL Financial LLC | 597.58K | Jun 30, 26 | +50.20K | 0.89% |
| MORGAN STANLEY | 438.76K | Jun 30, 26 | +80.19K | 0.65% |
| Cetera Investment Advisers | 385.76K | Jun 30, 26 | -8.91K | 0.57% |
| Vontobel Holding Ltd. | 368.46K | Jun 30, 26 | -111 | 0.55% |
| Man Group plc | 363.20K | Jun 30, 26 | +66.27K | 0.54% |
| Advisors Preferred, LLC | 355.23K | Jun 30, 26 | -155.83K | 0.53% |
| Mirae Asset Global Investments Co., Ltd. | 355.00K | Jun 30, 26 | +355.00K | 0.53% |
| Waverly Advisors, LLC | 338.94K | Jun 30, 26 | +2.56K | 0.50% |
| BlackRock, Inc. | 337.32K | Jun 30, 26 | -13.79K | 0.50% |
| RAYMOND JAMES FINANCIAL INC | 272.73K | Jun 30, 26 | -213.62K | 0.41% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 271.33K | Jun 30, 26 | +162.38K | 0.40% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 266.68K | Jun 30, 26 | -4.94K | 0.40% |
| AMERIPRISE FINANCIAL INC | 256.13K | Jun 30, 26 | +8.84K | 0.38% |
| Towercrest Capital Management | 211.86K | Jun 30, 26 | -20.35K | 0.32% |
| Wealthfront Advisers LLC | 199.51K | Jun 30, 26 | -3.88K | 0.30% |
| Alliance Wealth Management Group | 198.66K | Jun 30, 26 | -23.06K | 0.30% |
| SigFig Wealth Management, LLC | 190.63K | Jun 30, 26 | +6.61K | 0.28% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 176.77K | Jun 30, 26 | -21.43K | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 168.76K | Jun 30, 26 | +8.66K | 0.25% |
| ENVESTNET ASSET MANAGEMENT INC | 158.38K | Jun 30, 26 | +17.70K | 0.24% |
| Bank of New York Mellon Corp | 146.29K | Jun 30, 26 | -1.20K | 0.22% |
| MONECO Advisors, LLC | 129.75K | Jun 30, 26 | -6.65K | 0.19% |
| NATIONAL BANK OF CANADA /FI/ | 125.11K | Jun 30, 26 | +15.64K | 0.19% |
| Betterment LLC | 124.23K | Jun 30, 26 | +32.32K | 0.19% |
| Cerity Partners LLC | 124.02K | Jun 30, 26 | +57.37K | 0.18% |
| RFG Advisory, LLC | 121.88K | Jun 30, 26 | -385 | 0.18% |
| ROYAL BANK OF CANADA | 107.26K | Jun 30, 26 | +1.70K | 0.16% |
| STIFEL FINANCIAL CORP | 99.14K | Jun 30, 26 | +9.90K | 0.15% |
| Sharper & Granite LLC | 95.05K | Jun 30, 26 | -110 | 0.14% |
| Synergy Asset Management, LLC | 91.32K | Jun 30, 26 | +91.32K | 0.14% |
| Pensionmark Financial Group, LLC | 89.71K | Jun 30, 26 | -251 | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 88.91K | Jun 30, 26 | -21.42K | 0.13% |
| Ausdal Financial Partners, Inc. | 88.19K | Jun 30, 26 | +3.21K | 0.13% |
| JONES FINANCIAL COMPANIES LLLP | 85.87K | Jun 30, 26 | +17.83K | 0.13% |
| Sound Income Strategies, LLC | 85.65K | Jun 30, 26 | +16.94K | 0.13% |
| Omega Financial Group, LLC | 85.51K | Jun 30, 26 | +97 | 0.13% |
| Janney Montgomery Scott LLC | 83.68K | Jun 30, 26 | -32.42K | 0.12% |
| SIMON QUICK ADVISORS, LLC | 79.70K | Jun 30, 26 | -693 | 0.12% |
| Endowment Wealth Management, Inc. | 77.53K | Jun 30, 26 | +1.72K | 0.12% |
| Probity Advisors, Inc. | 75.91K | Jun 30, 26 | -2.25K | 0.11% |
| FIFTH THIRD BANCORP | 64.99K | Jun 30, 26 | -6.63K | 0.10% |
| RiverTree Advisors, LLC | 61.77K | Jun 30, 26 | -7.09K | 0.09% |
| Concurrent Investment Advisors, LLC | 61.34K | Jun 30, 26 | +1.78K | 0.09% |
| Evergreen Wealth Solutions, LLC | 51.77K | Jun 30, 26 | -121.54K | 0.08% |
| City Center Advisors, LLC | 47.93K | Jun 30, 26 | +8.68K | 0.07% |
| MML INVESTORS SERVICES, LLC | 45.03K | Jun 30, 26 | +5.18K | 0.07% |
| Toroso Investments, LLC | 43.11K | Jun 30, 26 | -- | 0.06% |
| Robinswood Financial LLC | 41.38K | Jun 30, 26 | -604 | 0.06% |
| JPMORGAN CHASE & CO | 39.93K | Jun 30, 26 | -12.28K | 0.06% |
| MISSION WEALTH MANAGEMENT, LP | 39.85K | Jun 30, 26 | +1.50K | 0.06% |
| Red Wave Investments LLC | 39.82K | Jun 30, 26 | -- | 0.06% |
| Legacy Wealth Asset Management, LLC | 38.97K | Jun 30, 26 | +1.15K | 0.06% |
| Sanctuary Advisors, LLC | 36.43K | Jun 30, 26 | +148 | 0.05% |
| Wealthspire Advisors, LLC | 36.33K | Jun 30, 26 | +13.65K | 0.05% |
| B. Riley Wealth Advisors, Inc. | 35.48K | Jun 30, 26 | +5.30K | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 32.31K | Jun 30, 26 | +6.34K | 0.05% |
| OneAscent Financial Services LLC | 29.56K | Jun 30, 26 | -147 | 0.04% |
| Sowell Financial Services LLC | 29.49K | Jun 30, 26 | +85 | 0.04% |
| Private Advisor Group, LLC | 29.13K | Jun 30, 26 | +3.04K | 0.04% |
| Net Worth Advisory Group | 29.10K | Jun 30, 26 | -423 | 0.04% |
| Simplicity Wealth,LLC | 28.94K | Jun 30, 26 | +14.21K | 0.04% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 28.78K | Jun 30, 26 | -- | 0.04% |
| SGL Investment Advisors, Inc. | 28.61K | Jun 30, 26 | +4.52K | 0.04% |
| VERUS CAPITAL PARTNERS, LLC | 28.12K | Jun 30, 26 | -4.95K | 0.04% |
| Blue Fin Capital, Inc. | 25.08K | Jun 30, 26 | -107 | 0.04% |
| Crabel Capital Management, LLC | 24.99K | Jun 30, 26 | +24.99K | 0.04% |
| WBH ADVISORY INC | 24.43K | Jun 30, 26 | -729 | 0.04% |
| Rockefeller Capital Management L.P. | 23.61K | Jun 30, 26 | -1.27K | 0.04% |
| Great Waters Wealth Management | 23.49K | Jun 30, 26 | -718 | 0.03% |
| Cambridge Investment Research Advisors, Inc. | 22.34K | Jun 30, 26 | -833 | 0.03% |
| Stewardship Advisors, LLC | 21.29K | Jun 30, 26 | +1.58K | 0.03% |
| Auour Investments LLC | 21.05K | Jun 30, 26 | +2.69K | 0.03% |
| Quantinno Capital Management LP | 20.18K | Jun 30, 26 | -776 | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 19.73K | Jun 30, 26 | +1.94K | 0.03% |
| CALTON & ASSOCIATES, INC. | 19.08K | Jun 30, 26 | -8.35K | 0.03% |
| INDEPENDENT FINANCIAL GROUP, LLC | 18.93K | Jun 30, 26 | -700 | 0.03% |
| Three Bridge Wealth Advisors, LLC | 18.34K | Jun 30, 26 | -22 | 0.03% |
| Prosperity Consulting Group, LLC | 18.28K | Jun 30, 26 | -3.94K | 0.03% |
| SRS Capital Advisors, Inc. | 18.16K | Jun 30, 26 | +18.14K | 0.03% |
| Total Clarity Wealth Management, Inc. | 18.02K | Jun 30, 26 | +1.26K | 0.03% |
| Dynamic Advisor Solutions LLC | 17.06K | Jun 30, 26 | -4 | 0.03% |
| ROCKLAND TRUST CO | 17.02K | Jun 30, 26 | -12 | 0.03% |
| Sequoia Financial Advisors, LLC | 16.08K | Jun 30, 26 | -1 | 0.02% |
| Integrated Wealth Concepts LLC | 15.33K | Jun 30, 26 | -659 | 0.02% |
| Arete Wealth Advisors, LLC | 15.13K | Jun 30, 26 | +506 | 0.02% |
| GOLDMAN SACHS GROUP INC | 14.53K | Jun 30, 26 | +14.53K | 0.02% |
| WFA of San Diego, LLC | 14.41K | Jun 30, 26 | -58 | 0.02% |
| Asset Allocation Strategies LLC | 14.21K | Jun 30, 26 | +222 | 0.02% |
| Pinnacle Wealth Planning Services, Inc. | 13.95K | Jun 30, 26 | +1.41K | 0.02% |
| FLYWHEEL PRIVATE WEALTH LLC | 13.72K | Jun 30, 26 | -169 | 0.02% |
| DUNCKER STREETT & CO INC | 13.66K | Jun 30, 26 | -- | 0.02% |
| Community Bank & Trust, Waco, Texas | 13.63K | Jun 30, 26 | +3.47K | 0.02% |
| HRT FINANCIAL LP | 13.60K | Jun 30, 26 | +13.60K | 0.02% |
| RPg Family Wealth Advisory, LLC | 13.01K | Jun 30, 26 | -209 | 0.02% |
| Risk Paradigm Group, LLC | 12.43K | Jun 30, 26 | -209 | 0.02% |
| Global Retirement Partners, LLC | 12.36K | Jun 30, 26 | +12.36K | 0.02% |
| Steward Partners Investment Advisory, LLC | 12.23K | Jun 30, 26 | -6.00K | 0.02% |
| SeaCrest Wealth Management, LLC | 12.15K | Jun 30, 26 | +86 | 0.02% |
| Worth Asset Management, LLC | 12.04K | Jun 30, 26 | +128 | 0.02% |
| Kestra Advisory Services, LLC | 11.97K | Jun 30, 26 | -3.82K | 0.02% |
| Advisory Services Network, LLC | 11.85K | Jun 30, 26 | +121 | 0.02% |
| Venture Visionary Partners LLC | 11.21K | Jun 30, 26 | +11.21K | 0.02% |
| MAI Capital Management | 10.92K | Jun 30, 26 | +482 | 0.02% |
| FIRST CITIZENS BANK & TRUST CO | 10.50K | Jun 30, 26 | -- | 0.02% |
| City State Bank | 10.25K | Jun 30, 26 | -- | 0.02% |
| Zullo Investment Group, Inc. | 10.22K | Jun 30, 26 | -22 | 0.02% |
| Sequent Planning LLC | 10.20K | Jun 30, 26 | -277 | 0.02% |
| IMA Wealth, Inc. | 10.12K | Jun 30, 26 | +10.12K | 0.02% |
| Friedenthal Financial | 10.09K | Jun 30, 26 | -36 | 0.02% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 10.08K | Jun 30, 26 | -- | 0.02% |
| Post Resch Tallon Group Inc. | 10.03K | Jun 30, 26 | -430 | 0.01% |
| Sigma Planning Corp | 9.75K | Jun 30, 26 | -- | 0.01% |
| FIRST TRUST ADVISORS LP | 9.63K | Jun 30, 26 | +9.63K | 0.01% |
| SAPIENT CAPITAL LLC | 9.55K | Jun 30, 26 | +9.55K | 0.01% |
| Sanibel Captiva Trust Company, Inc. | 9.43K | Jun 30, 26 | +9.43K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 9.25K | Jun 30, 26 | +9.25K | 0.01% |
| BLAIR WILLIAM & CO/IL | 8.02K | Jun 30, 26 | +3.85K | 0.01% |
| Murphy & Mullick Capital Management Corp | 6.78K | Jun 30, 26 | -464 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 5.08K | Jun 30, 26 | -- | 0.01% |
| BANK OF MONTREAL /CAN/ | 4.30K | Jun 30, 26 | -92.15K | 0.01% |
| Farther Finance Advisors, LLC | 3.98K | Jun 30, 26 | +1.31K | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 3.95K | Jun 30, 26 | -- | 0.01% |
| Geneos Wealth Management Inc. | 3.08K | Jun 30, 26 | +181 | 0.00% |
| AE Wealth Management LLC | 2.33K | Jun 30, 26 | +171 | 0.00% |
| Breakwater Investment Management | 2.23K | Jun 30, 26 | -- | 0.00% |
| Truvestments Capital LLC | 2.12K | Jun 30, 26 | +2.12K | 0.00% |
| Ashton Thomas Private Wealth, LLC | 1.78K | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 1.70K | Jun 30, 26 | +428 | 0.00% |
| Concord Wealth Partners | 1.58K | Jun 30, 26 | +1.58K | 0.00% |
| CoreCap Advisors, LLC | 1.44K | Jun 30, 26 | +51 | 0.00% |
| Founders Financial Alliance, LLC | 1.44K | Jun 30, 26 | -97 | 0.00% |
| Rosenberg Matthew Hamilton | 1.39K | Jun 30, 26 | +38 | 0.00% |
| Coastal Investment Advisors, Inc. | 1.35K | Jun 30, 26 | +52 | 0.00% |
| SOA Wealth Advisors, LLC. | 1.28K | Jun 30, 26 | +18 | 0.00% |
| Cape Investment Advisory, Inc. | 1.22K | Jun 30, 26 | +1.22K | 0.00% |
| Keating Financial Advisory Services, Inc. | 1.18K | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 939 | Jun 30, 26 | +3 | 0.00% |
| Bank Julius Baer & Co. Ltd, Zurich | 810 | Jun 30, 26 | +10 | 0.00% |
| FMR LLC | 794 | Jun 30, 26 | +131 | 0.00% |
| Institute for Wealth Management, LLC. | 788 | Jun 30, 26 | +788 | 0.00% |
| Tidemark, LLC | 613 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 601 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 597 | Jun 30, 26 | -- | 0.00% |
| Sachetta, LLC | 591 | Jun 30, 26 | +591 | 0.00% |
| Continuum Advisory, LLC | 579 | Jun 30, 26 | +579 | 0.00% |
| Fourth Dimension Wealth, LLC | 501 | Jun 30, 26 | -52 | 0.00% |
| Noble Wealth Management PBC | 500 | Jun 30, 26 | -- | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 498 | Jun 30, 26 | -- | 0.00% |
| DELTA ASSET MANAGEMENT LLC/TN | 467 | Jun 30, 26 | -50 | 0.00% |
| NewEdge Advisors, LLC | 442 | Jun 30, 26 | +4 | 0.00% |
| Provident Wealth Management, LLC | 424 | Jun 30, 26 | +424 | 0.00% |
| Smartleaf Asset Management LLC | 410 | Jun 30, 26 | -- | 0.00% |
| Front Row Advisors LLC | 410 | Jun 30, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 404 | Jun 30, 26 | -- | 0.00% |
| Copia Wealth Management | 348 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 308 | Jun 30, 26 | -- | 0.00% |
| Winthrop Capital Management, LLC | 292 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 270 | Jun 30, 26 | -304 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 244 | Jun 30, 26 | -- | 0.00% |
| Westfuller Advisors, LLC | 219 | Jun 30, 26 | -- | 0.00% |
| GILPIN WEALTH MANAGEMENT, LLC | 210 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 201 | Jun 30, 26 | +1 | 0.00% |
| Ronald Blue Trust, Inc. | 187 | Jun 30, 26 | +6 | 0.00% |
| Triumph Capital Management | 185 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 179 | Jun 30, 26 | +179 | 0.00% |
| Davis Capital Management | 171 | Jun 30, 26 | +171 | 0.00% |
| Buck Wealth Strategies, LLC | 170 | Jun 30, 26 | +170 | 0.00% |
| ASSETMARK, INC | 158 | Jun 30, 26 | -6 | 0.00% |
| Golden State Wealth Management, LLC | 147 | Jun 30, 26 | +147 | 0.00% |
| EverSource Wealth Advisors, LLC | 145 | Jun 30, 26 | -536 | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 124 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 122 | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 90 | Jun 30, 26 | -- | 0.00% |
| Cypress Capital Management LLC (WY) | 80 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 77 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 64 | Jun 30, 26 | +64 | 0.00% |
| HighMark Wealth Management LLC | 51 | Jun 30, 26 | +1 | 0.00% |
| Cornerstone Planning Group LLC | 44 | Jun 30, 26 | -- | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 37 | Jun 30, 26 | -- | 0.00% |
| Networth Advisors, LLC | 16 | Jun 30, 26 | -- | 0.00% |
| Newbridge Financial Services Group, Inc. | 7 | Jun 30, 26 | +7 | 0.00% |
| Westside Investment Management, Inc. | -- | Jun 30, 26 | -9 | -- |
| CURIO WEALTH, LLC | -- | Jun 30, 26 | -61 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -34.98K | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -159 | -- |
| FIRST COMMUNITY TRUST NA | -- | Jun 30, 26 | -217 | -- |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | -- | Jun 30, 26 | -23.08K | -- |
| WESBANCO BANK INC | -- | Jun 30, 26 | -20.00K | -- |
| Colonial River Wealth Management, LLC | -- | Jun 30, 26 | -19.38K | -- |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -- | Jun 30, 26 | -9.98K | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -1.23K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -244.45K | -- |
| Transamerica Financial Advisors, Inc. | -- | Jun 30, 26 | -15 | -- |
| Signature Equity Partners, LLC | -- | Jun 30, 26 | -35 | -- |
| IHT Wealth Management, LLC | -- | Jun 30, 26 | -10.34K | -- |
| CLEAR INVESTMENT RESEARCH, LLC | -- | Jun 30, 26 | -4 | -- |
| MBM Wealth Consultants, LLC | -- | Jun 30, 26 | -29 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -67 | -- |
| Bernard Wealth Management Corp. | -- | Jun 30, 26 | -16 | -- |
| Signal Advisors Wealth, LLC | -- | Jun 30, 26 | -27.85K | -- |
| EASTERN BANK | -- | Jun 30, 26 | -53 | -- |
| Financial & Tax Architects, LLC | -- | Jun 30, 26 | -231.83K | -- |
| SIGNATUREFD, LLC | -- | Jun 30, 26 | -38 | -- |
| TRUIST FINANCIAL CORP | -- | Jun 30, 26 | -10.17K | -- |
| Wagner Wealth Management, LLC | -- | Jun 30, 26 | -40 | -- |
| Beacon Pointe Advisors, LLC | -- | Jun 30, 26 | -124.64K | -- |
| Register Financial Advisors LLC | -- | Jun 30, 26 | -56 | -- |
| Key FInancial Inc | -- | Jun 30, 26 | -292 | -- |
| Fortress Financial Solutions, LLC | 53.71K | Mar 31, 26 | +21.18K | 0.08% |
| U.S. Capital Wealth Advisors, LLC | 13.74K | Mar 31, 26 | -- | 0.02% |
| CWM, LLC | 360 | Mar 31, 26 | +83 | 0.00% |
| Sunbelt Securities, Inc. | 5 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 7.62K | Dec 31, 25 | -30 | 0.01% |
| CIBC Private Wealth Group, LLC | 4.85K | Dec 31, 25 | -- | 0.01% |
| Northwest Capital Management Inc | -- | Dec 31, 25 | -170 | -- |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 80.93K | Jun 30, 25 | +80.93K | 0.12% |
| Congress Wealth Management LLC / DE / | 20.19K | Jun 30, 25 | -637 | 0.03% |
| DOHJ, LLC | -- | Jun 30, 25 | -14.85K | -- |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -12.37K | -- |
| Proquility Private Wealth Partners, LLC | 72.28K | Mar 31, 25 | +72.28K | 0.11% |
| Tallon Kerry Patrick | 10.92K | Dec 31, 24 | +10.92K | 0.02% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -221 | -- |
| RAYMOND JAMES & ASSOCIATES | 240.14K | Sep 30, 24 | +42.33K | 0.36% |
| Raymond James Financial Services Advisors, Inc. | 226.70K | Sep 30, 24 | -7.79K | 0.34% |
| Family Asset Management, LLC | 34.54K | Sep 30, 24 | -1.97K | 0.05% |
| Private Ocean, LLC | 116.11K | Jun 30, 24 | -42.82K | 0.17% |
| Windham Capital Management, LLC | 111.00K | Jun 30, 24 | -- | 0.17% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1.30K | Jun 30, 24 | -- | 0.00% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -43 | -- |
| Coppell Advisory Solutions Corp. | 187.92K | Mar 31, 24 | +187.92K | 0.28% |
| Cetera Advisor Networks LLC | 24.75K | Mar 31, 24 | -992 | 0.04% |
| Cetera Advisors LLC | 14.65K | Mar 31, 24 | +1.01K | 0.02% |
| StrategIQ Financial Group, LLC | 311.44K | Dec 31, 23 | +649 | 0.46% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 77.50K | Dec 31, 23 | -69.16K | 0.12% |
| TELEMUS CAPITAL, LLC | 12.86K | Dec 31, 23 | +2.15K | 0.02% |
| Baystate Wealth Management LLC | 5 | Dec 31, 23 | -116 | 0.00% |
| PFS INVESTMENTS INC. | 316.45K | Jun 30, 23 | +7.13K | 0.47% |
| TimeScale Financial, Inc. | 9.81K | Jun 30, 23 | +4.83K | 0.01% |
| First Capital Advisors Group, LLC. | 1 | Jun 30, 23 | +1 | 0.00% |
| Barber Financial Group, Inc. | 12.11K | Mar 31, 23 | +12.11K | 0.02% |
| Ahrens Investment Partners LLC | 600 | Mar 31, 23 | +600 | 0.00% |
| Sargent Bickham Lagudis LLC | 100.48K | Dec 31, 22 | +61.33K | 0.15% |
| Align Wealth Management, LLC | 191 | Dec 31, 22 | +191 | 0.00% |
| New Century Advisors, LLC | 183.37K | Sep 30, 22 | -40.30K | 0.27% |
| American Portfolios Advisors | 11.71K | Sep 30, 22 | -1.29K | 0.02% |
| KARLINSKI ANDREW C | 261 | Sep 30, 22 | -- | 0.00% |
| FourThought Financial, LLC | 84 | Sep 30, 22 | -- | 0.00% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | -- | Sep 30, 22 | -14.15K | -- |
| Cordasco Financial Network | 22 | Jun 30, 22 | -- | 0.00% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | -- | Jun 30, 22 | -164.89K | -- |
| Urban Wealth Management, LLC | -- | Jun 30, 22 | -- | -- |
| Dixon Hughes Goodman Wealth Advisors LLC | 239 | Mar 31, 22 | +119 | 0.00% |
| NEXT Financial Group, Inc | 6.23K | Dec 31, 21 | +1.89K | 0.01% |
| Carroll Financial Associates, Inc. | 2.70K | Dec 31, 21 | +3 | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 1.56K | Dec 31, 21 | -170 | 0.00% |
| Cardan Capital Partners, LLC | 63.04K | Sep 30, 21 | +940 | 0.09% |
| Pinnacle Advisory Group, Inc. | 58.54K | Mar 31, 21 | +5.72K | 0.09% |
| Reby Advisors, LLC | 828.35K | Dec 31, 20 | +828.35K | 1.23% |
| OLD MISSION CAPITAL, LLC | 37.02K | Dec 31, 20 | +37.02K | 0.06% |
| Winslow, Evans & Crocker, Inc. | 1.23K | Dec 31, 20 | +188 | 0.00% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 581.09K | Sep 30, 20 | +14.81K | 0.87% |
| LifePlan Financial Group, Inc | 1.39K | Sep 30, 20 | -- | 0.00% |
| SHINE INVESTMENT ADVISORY SERVICES INC | -- | Sep 30, 20 | -1.49K | -- |
| Stellar Capital Management, LLC | 186.46K | Jun 30, 20 | +8.29K | 0.28% |
| Bluefin Trading, LLC | -- | Jun 30, 20 | -84.31K | -- |
| Advisor Group, Inc. | 212.30K | Dec 31, 19 | -58.77K | 0.32% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 83.19K | Dec 31, 19 | -8.34K | 0.12% |
| VALENTINE VENTURES LLC | 83.05K | Sep 30, 19 | -1.16K | 0.12% |
| BB&T SECURITIES, LLC | 53.73K | Sep 30, 19 | -119 | 0.08% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 581 | Sep 30, 19 | -- | 0.00% |
| MRA Associates USA LLC | -- | Sep 30, 19 | -294 | -- |
| Ceros Financial Services Inc. | 250.02K | Mar 31, 19 | +250.02K | 0.37% |
| HL FINANCIAL SERVICES LLC | 50.82K | Mar 31, 19 | -925 | 0.08% |
| Live Your Vision, LLC | 32.77K | Mar 31, 19 | +927 | 0.05% |
| Sterling Global Strategies LLC | 9.36K | Mar 31, 19 | +9.36K | 0.01% |
| NEXT Financial Holdings | 2.28K | Mar 31, 19 | +2.28K | 0.00% |
| Catamount Wealth Management | 27 | Mar 31, 19 | -53 | 0.00% |
| WEALTHFRONT Corp | 177.11K | Sep 30, 18 | +33.62K | 0.26% |
| Zions Bancorporation | 48 | Sep 30, 18 | +48 | 0.00% |
| Edge Advisors, LLC | 917 | Jun 30, 18 | +917 | 0.00% |