PDEC(PDEC)
PDEC
Institutional Ownership
Top 284 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 3.19M | Jun 30, 26 | -58.60K | 14.98% |
| Penserra Capital Management LLC | 1.61M | Jun 30, 26 | +74.43K | 7.57% |
| Colony Group, LLC | 1.08M | Jun 30, 26 | -27.20K | 5.08% |
| BLAIR WILLIAM & CO/IL | 709.50K | Jun 30, 26 | -25.49K | 3.33% |
| ADVISOR GROUP HOLDINGS, INC. | 700.49K | Jun 30, 26 | +101.65K | 3.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 616.84K | Jun 30, 26 | -45.16K | 2.90% |
| LPL Financial LLC | 608.25K | Jun 30, 26 | +5.07K | 2.86% |
| HighTower Advisors, LLC | 457.99K | Jun 30, 26 | -13.52K | 2.15% |
| Cetera Investment Advisers | 280.03K | Jun 30, 26 | -15.81K | 1.32% |
| Kestra Advisory Services, LLC | 250.34K | Jun 30, 26 | -64.92K | 1.18% |
| ENVESTNET ASSET MANAGEMENT INC | 248.96K | Jun 30, 26 | -8.94K | 1.17% |
| RAYMOND JAMES FINANCIAL INC | 243.14K | Jun 30, 26 | -6.47K | 1.14% |
| Bellwether Advisors, LLC | 235.49K | Jun 30, 26 | -5.36K | 1.11% |
| Beacon Pointe Advisors, LLC | 204.35K | Jun 30, 26 | -7.51K | 0.96% |
| MBL Wealth, LLC | 171.36K | Jun 30, 26 | +2.76K | 0.80% |
| TRUIST FINANCIAL CORP | 155.92K | Jun 30, 26 | -119 | 0.73% |
| Belpointe Asset Management LLC | 147.55K | Jun 30, 26 | -870 | 0.69% |
| Caprock Group, LLC | 142.71K | Jun 30, 26 | -117.05K | 0.67% |
| Brookstone Capital Management | 139.80K | Jun 30, 26 | -690.66K | 0.66% |
| Janney Montgomery Scott LLC | 134.09K | Jun 30, 26 | +3.68K | 0.63% |
| CRA Financial Services, LLC | 130.44K | Jun 30, 26 | -1.35K | 0.61% |
| CoreCap Advisors, LLC | 124.25K | Jun 30, 26 | -1.25K | 0.58% |
| MML INVESTORS SERVICES, LLC | 117.86K | Jun 30, 26 | +21.17K | 0.55% |
| GILL CAPITAL PARTNERS, LLC | 112.86K | Jun 30, 26 | -3.85K | 0.53% |
| Global Strategic Investment Solutions, LLC | 111.21K | Jun 30, 26 | -4.27K | 0.52% |
| Atria Investments, Inc | 104.35K | Jun 30, 26 | +49.84K | 0.49% |
| Mariner, LLC | 103.68K | Jun 30, 26 | +37.66K | 0.49% |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 99.65K | Jun 30, 26 | -126 | 0.47% |
| Cambridge Investment Research Advisors, Inc. | 98.20K | Jun 30, 26 | -17.96K | 0.46% |
| Trek Financial, LLC | 86.58K | Jun 30, 26 | -- | 0.41% |
| Capital Analysts, LLC | 84.94K | Jun 30, 26 | -- | 0.40% |
| Castle Rock Wealth Management, LLC | 82.53K | Jun 30, 26 | -187 | 0.39% |
| KFG WEALTH MANAGEMENT, LLC | 80.60K | Jun 30, 26 | -3.49K | 0.38% |
| Cassady Wealth & Retirement Planning, LLC | 77.70K | Jun 30, 26 | -242 | 0.36% |
| Keating Financial Advisory Services, Inc. | 77.65K | Jun 30, 26 | -581 | 0.36% |
| Resources Investment Advisors, LLC. | 77.44K | Jun 30, 26 | -4.35K | 0.36% |
| CORRADO ADVISORS, LLC | 76.81K | Jun 30, 26 | -1.09K | 0.36% |
| Outlook Wealth Advisors, LLC | 76.51K | Jun 30, 26 | +6.88K | 0.36% |
| Compass Advisory Group LLC | 72.45K | Jun 30, 26 | -393 | 0.34% |
| Pinnacle Wealth Management Group, Inc. | 71.47K | Jun 30, 26 | -135 | 0.34% |
| Steward Partners Investment Advisory, LLC | 69.53K | Jun 30, 26 | -- | 0.33% |
| YARGER WEALTH STRATEGIES, LLC | 69.11K | Jun 30, 26 | -- | 0.32% |
| Weaver Capital Management LLC | 67.71K | Jun 30, 26 | -- | 0.32% |
| INDEPENDENT FINANCIAL GROUP, LLC | 66.03K | Jun 30, 26 | -10.09K | 0.31% |
| NewEdge Advisors, LLC | 63.24K | Jun 30, 26 | +11.01K | 0.30% |
| Diligent Investors, LLC | 63.04K | Jun 30, 26 | -1.20K | 0.30% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 62.27K | Jun 30, 26 | +28.32K | 0.29% |
| AlphaCore Capital LLC | 60.80K | Jun 30, 26 | -4.00K | 0.29% |
| Southland Equity Partners LLC | 59.75K | Jun 30, 26 | -375 | 0.28% |
| Fortune Financial Group, Inc. | 59.34K | Jun 30, 26 | -349 | 0.28% |
| FORVIS Wealth Advisors, LLC | 58.27K | Jun 30, 26 | -3.14K | 0.27% |
| Weaver Consulting Group | 58.07K | Jun 30, 26 | -124 | 0.27% |
| SIGNATUREFD, LLC | 54.07K | Jun 30, 26 | -- | 0.25% |
| Cresset Asset Management, LLC | 53.20K | Jun 30, 26 | +1.30K | 0.25% |
| Jacobi Capital Management LLC | 52.96K | Jun 30, 26 | -1.11K | 0.25% |
| BCS Wealth Management | 51.74K | Jun 30, 26 | -300 | 0.24% |
| MILESTONE ASSET MANAGEMENT, LLC | 50.63K | Jun 30, 26 | -1.85K | 0.24% |
| Chris Bulman Inc | 50.40K | Jun 30, 26 | -6.58K | 0.24% |
| MTM FINANCIAL GROUP, LLC | 49.94K | Jun 30, 26 | -265 | 0.23% |
| HRT FINANCIAL LP | 48.87K | Jun 30, 26 | +43.57K | 0.23% |
| Cerity Partners LLC | 48.15K | Jun 30, 26 | -17.32K | 0.23% |
| HARBOUR INVESTMENTS, INC. | 47.28K | Jun 30, 26 | +667 | 0.22% |
| Noble Wealth Management PBC | 47.16K | Jun 30, 26 | -5.79K | 0.22% |
| Concurrent Investment Advisors, LLC | 46.03K | Jun 30, 26 | -225 | 0.22% |
| ATTICUS WEALTH MANAGEMENT, LLC | 45.85K | Jun 30, 26 | -200 | 0.22% |
| CAPTRUST FINANCIAL ADVISORS | 44.54K | Jun 30, 26 | -- | 0.21% |
| Tradition Wealth Management, LLC | 44.05K | Jun 30, 26 | -2.00K | 0.21% |
| Foundations Investment Advisors, LLC | 43.55K | Jun 30, 26 | -2.83K | 0.20% |
| RETIREMENT GUYS FORMULA LLC | 43.03K | Jun 30, 26 | +1.68K | 0.20% |
| RED REEF ADVISORS LLC | 42.63K | Jun 30, 26 | -- | 0.20% |
| Farther Finance Advisors, LLC | 41.80K | Jun 30, 26 | -770 | 0.20% |
| OLD MISSION CAPITAL LLC | 40.16K | Jun 30, 26 | +25.82K | 0.19% |
| Liberty Atlantic Advisors LLC | 39.66K | Jun 30, 26 | -- | 0.19% |
| Wealth Alliance | 37.39K | Jun 30, 26 | -- | 0.18% |
| Advisory Services Network, LLC | 36.78K | Jun 30, 26 | -- | 0.17% |
| NORTHERN TRUST CORP | 35.00K | Jun 30, 26 | -- | 0.16% |
| MAI Capital Management | 34.37K | Jun 30, 26 | -32.31K | 0.16% |
| SAGESPRING WEALTH PARTNERS, LLC | 33.50K | Jun 30, 26 | -5.11K | 0.16% |
| Dakota Wealth Management | 33.40K | Jun 30, 26 | +21.87K | 0.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 33.37K | Jun 30, 26 | -10.06K | 0.16% |
| AE Wealth Management LLC | 33.22K | Jun 30, 26 | -7.71K | 0.16% |
| Ascent Wealth Partners, LLC | 31.75K | Jun 30, 26 | -- | 0.15% |
| Patriot Financial Group Insurance Agency, LLC | 31.61K | Jun 30, 26 | -32.85K | 0.15% |
| Integrity Advisory Solutions, LLC | 30.78K | Jun 30, 26 | -- | 0.14% |
| Forty-three Eighteen Advisors, LLC | 29.32K | Jun 30, 26 | -- | 0.14% |
| FSA Advisors, Inc. | 28.99K | Jun 30, 26 | -312 | 0.14% |
| RETIREMENT INCOME SOLUTIONS, INC | 28.06K | Jun 30, 26 | -1.65K | 0.13% |
| IFP Advisors, Inc | 27.36K | Jun 30, 26 | -250 | 0.13% |
| Long Island Wealth Management, Inc. | 25.72K | Jun 30, 26 | -- | 0.12% |
| SILVER OAK SECURITIES, INCORPORATED | 25.19K | Jun 30, 26 | -525 | 0.12% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 24.97K | Jun 30, 26 | -485 | 0.12% |
| SRS Capital Advisors, Inc. | 24.31K | Jun 30, 26 | +16.00K | 0.11% |
| MGO ONE SEVEN LLC | 24.21K | Jun 30, 26 | -3.86K | 0.11% |
| Financial Solutions Advisory Group, Inc. | 23.68K | Jun 30, 26 | -116 | 0.11% |
| Three Seasons Wealth, LLC | 22.95K | Jun 30, 26 | -- | 0.11% |
| CreativeOne Wealth, LLC | 21.97K | Jun 30, 26 | -62 | 0.10% |
| HB Wealth Management, LLC | 21.70K | Jun 30, 26 | -- | 0.10% |
| First City Capital Management, Inc. | 21.29K | Jun 30, 26 | -525 | 0.10% |
| BFI Wealth Solutions, LLC | 21.16K | Jun 30, 26 | -515 | 0.10% |
| Orion Capital Management LLC | 20.98K | Jun 30, 26 | -- | 0.10% |
| AXXCESS WEALTH MANAGEMENT, LLC | 20.92K | Jun 30, 26 | +20.92K | 0.10% |
| Spire Wealth Management | 20.85K | Jun 30, 26 | -773 | 0.10% |
| CITADEL ADVISORS LLC | 20.74K | Jun 30, 26 | +10.01K | 0.10% |
| Pensionmark Financial Group, LLC | 19.53K | Jun 30, 26 | +2.08K | 0.09% |
| TopTier Wealth Management, LLC | 19.31K | Jun 30, 26 | -- | 0.09% |
| Valmark Advisers, Inc. | 18.99K | Jun 30, 26 | -1.75K | 0.09% |
| Visionary Wealth Advisors | 18.68K | Jun 30, 26 | -109 | 0.09% |
| AdvisorNet Financial, Inc | 17.60K | Jun 30, 26 | -3.66K | 0.08% |
| Dynamic Advisor Solutions LLC | 17.54K | Jun 30, 26 | -226 | 0.08% |
| Continuum Advisory, LLC | 17.27K | Jun 30, 26 | -- | 0.08% |
| TrustBank | 17.27K | Jun 30, 26 | -100 | 0.08% |
| Advisory Alpha, LLC | 16.96K | Jun 30, 26 | +5.28K | 0.08% |
| Capstone Triton Financial Group, LLC | 16.20K | Jun 30, 26 | -16.20K | 0.08% |
| Annis Gardner Whiting Capital Advisors, LLC | 16.16K | Jun 30, 26 | -- | 0.08% |
| Csenge Advisory Group | 16.05K | Jun 30, 26 | -- | 0.08% |
| Blue Sky Capital Consultants Group, Inc. | 15.60K | Jun 30, 26 | -1.45K | 0.07% |
| Phoenix Holdings Ltd. | 15.50K | Jun 30, 26 | -180 | 0.07% |
| WPWealth LLP | 15.32K | Jun 30, 26 | -- | 0.07% |
| Commerce Advisors, LLC | 14.99K | Jun 30, 26 | -- | 0.07% |
| Lakeridge Wealth Management LLC | 14.73K | Jun 30, 26 | -- | 0.07% |
| NewCorp Financial Services, Inc. | 14.45K | Jun 30, 26 | -- | 0.07% |
| Evolution Wealth Advisors, LLC | 14.30K | Jun 30, 26 | -- | 0.07% |
| Quest 10 Wealth Builders, Inc. | 14.17K | Jun 30, 26 | -1.00K | 0.07% |
| Mutual Advisors, LLC | 13.62K | Jun 30, 26 | -358 | 0.06% |
| Waterloo Capital, L.P. | 13.58K | Jun 30, 26 | -- | 0.06% |
| CITY HOLDING CO | 13.43K | Jun 30, 26 | -4.52K | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 13.37K | Jun 30, 26 | -- | 0.06% |
| Nuveen, LLC | 13.25K | Jun 30, 26 | +13.25K | 0.06% |
| Lineweaver Wealth Advisors, LLC | 12.98K | Jun 30, 26 | -- | 0.06% |
| Old Port Advisors | 12.38K | Jun 30, 26 | -- | 0.06% |
| INSIGNEO ADVISORY SERVICES, LLC | 12.23K | Jun 30, 26 | -- | 0.06% |
| RFG Advisory, LLC | 12.23K | Jun 30, 26 | -- | 0.06% |
| HORAN Wealth, LLC | 11.84K | Jun 30, 26 | -- | 0.06% |
| ARS Wealth Advisors Group, LLC | 11.60K | Jun 30, 26 | -- | 0.05% |
| MMA ASSET MANAGEMENT LLC | 11.55K | Jun 30, 26 | -920 | 0.05% |
| Modera Wealth Management, LLC | 11.53K | Jun 30, 26 | -- | 0.05% |
| Merit Financial Group, LLC | 11.37K | Jun 30, 26 | -91 | 0.05% |
| BROWN WEALTH MANAGEMENT, LLC | 11.29K | Jun 30, 26 | -- | 0.05% |
| Clay Northam Wealth Management, LLC | 11.10K | Jun 30, 26 | -100 | 0.05% |
| Blue Water Asset Management | 10.95K | Jun 30, 26 | -- | 0.05% |
| Stratos Wealth Advisors, LLC | 10.95K | Jun 30, 26 | -- | 0.05% |
| Cornerstone Wealth Group, LLC | 10.71K | Jun 30, 26 | -- | 0.05% |
| Garden State Investment Advisory Services LLC | 10.70K | Jun 30, 26 | -701 | 0.05% |
| Beacon Financial Advisory LLC | 10.61K | Jun 30, 26 | -2.60K | 0.05% |
| Galvin, Gaustad & Stein, LLC | 9.93K | Jun 30, 26 | -329 | 0.05% |
| Sigma Planning Corp | 9.93K | Jun 30, 26 | -- | 0.05% |
| Private Advisor Group, LLC | 9.76K | Jun 30, 26 | -1.80K | 0.05% |
| McAdam, LLC | 9.35K | Jun 30, 26 | -59 | 0.04% |
| Nikulski Financial, Inc. | 9.28K | Jun 30, 26 | +40 | 0.04% |
| AlphaStar Capital Management, LLC | 9.19K | Jun 30, 26 | -755 | 0.04% |
| Pacific Park Financial, Inc. | 9.16K | Jun 30, 26 | -250 | 0.04% |
| Valtinson Bruner Financial Planning LLC | 9.04K | Jun 30, 26 | -- | 0.04% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 9.03K | Jun 30, 26 | -- | 0.04% |
| Diversify Advisory Services, LLC | 9.03K | Jun 30, 26 | +9.03K | 0.04% |
| DHJJ Financial Advisors, Ltd. | 8.51K | Jun 30, 26 | -- | 0.04% |
| AQR CAPITAL MANAGEMENT LLC | 8.16K | Jun 30, 26 | +314 | 0.04% |
| Capital Investment Advisory Services, LLC | 8.15K | Jun 30, 26 | -145 | 0.04% |
| Focus Financial Network, Inc. | 8.08K | Jun 30, 26 | -594 | 0.04% |
| Vestmark Advisory Solutions, Inc. | 8.00K | Jun 30, 26 | -- | 0.04% |
| Miracle Mile Advisors, LLC | 7.79K | Jun 30, 26 | -- | 0.04% |
| Capital Square, LLC | 7.34K | Jun 30, 26 | -- | 0.03% |
| Cypress Wealth Services, LLC | 7.23K | Jun 30, 26 | -- | 0.03% |
| Wood Tarver Financial Group, LLC | 7.07K | Jun 30, 26 | +129 | 0.03% |
| Sound View Wealth Advisors Group, LLC | 6.91K | Jun 30, 26 | -- | 0.03% |
| Vantage Point Financial LLC | 6.76K | Jun 30, 26 | -- | 0.03% |
| Cornerstone Wealth, LLC/TN | 6.72K | Jun 30, 26 | -- | 0.03% |
| PTM WEALTH MANAGEMENT, LLC | 6.70K | Jun 30, 26 | -- | 0.03% |
| Allegiance Financial Group Advisory Services LLC | 6.62K | Jun 30, 26 | +225 | 0.03% |
| WEDBUSH SECURITIES INC | 6.29K | Jun 30, 26 | -1.19K | 0.03% |
| Allworth Financial LP | 6.21K | Jun 30, 26 | -- | 0.03% |
| Grantvest Financial Group LLC | 6.14K | Jun 30, 26 | -700 | 0.03% |
| AssuredPartners Investment Advisors, LLC | 5.97K | Jun 30, 26 | -- | 0.03% |
| Bedel Financial Consulting, Inc. | 5.91K | Jun 30, 26 | -- | 0.03% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 5.85K | Jun 30, 26 | -156 | 0.03% |
| Soltis Investment Advisors LLC | 5.83K | Jun 30, 26 | -1.71K | 0.03% |
| AMERIFLEX GROUP, INC. | 5.81K | Jun 30, 26 | -- | 0.03% |
| BROWN BROTHERS HARRIMAN & CO | 5.77K | Jun 30, 26 | -- | 0.03% |
| CYPRESS FINANCIAL PLANNING LLC | 5.63K | Jun 30, 26 | -64 | 0.03% |
| ATX Financial Planning, LLC | 5.60K | Jun 30, 26 | -- | 0.03% |
| WealthShield Partners, LLC | 5.58K | Jun 30, 26 | -- | 0.03% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 5.38K | Jun 30, 26 | +5.38K | 0.03% |
| Delta Investment Management, LLC | 5.30K | Jun 30, 26 | -522 | 0.02% |
| Sowell Financial Services LLC | 5.24K | Jun 30, 26 | -- | 0.02% |
| Hubbell Strickland Wealth Management, LLC | 5.23K | Jun 30, 26 | -- | 0.02% |
| Cape Investment Advisory, Inc. | 5.20K | Jun 30, 26 | -- | 0.02% |
| Firestone Capital Management | 5.16K | Jun 30, 26 | -- | 0.02% |
| WADDELL & ASSOCIATES, LLC | 5.03K | Jun 30, 26 | -- | 0.02% |
| WorthPointe, LLC | 4.91K | Jun 30, 26 | -- | 0.02% |
| Crown Wealth Group, LLC | 4.90K | Jun 30, 26 | -182 | 0.02% |
| Madison Wealth Partners, Inc | 4.87K | Jun 30, 26 | -- | 0.02% |
| Ausdal Financial Partners, Inc. | 4.75K | Jun 30, 26 | -111 | 0.02% |
| Gladstone Institutional Advisory LLC | 4.70K | Jun 30, 26 | +4.70K | 0.02% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 4.70K | Jun 30, 26 | +4.70K | 0.02% |
| Goldstein Advisors, LLC | 4.68K | Jun 30, 26 | +4.68K | 0.02% |
| SNS Financial Group, LLC | 4.62K | Jun 30, 26 | +4.62K | 0.02% |
| COFG Advisors, LLC | 4.62K | Jun 30, 26 | +4.62K | 0.02% |
| Keystone Wealth Services, LLC | 4.58K | Jun 30, 26 | +4.58K | 0.02% |
| Hirtle Callaghan & Co LLC | 4.53K | Jun 30, 26 | +4.53K | 0.02% |
| William Mack & Associates, Inc. | 4.42K | Jun 30, 26 | +4.42K | 0.02% |
| BCGM Wealth Management, LLC | 4.40K | Jun 30, 26 | -1.35K | 0.02% |
| EVOLUTION WEALTH MANAGEMENT INC. | 4.31K | Jun 30, 26 | -- | 0.02% |
| BARCLAYS PLC | 3.25K | Jun 30, 26 | +3.25K | 0.02% |
| PFS Partners, LLC | 3.20K | Jun 30, 26 | -- | 0.02% |
| Bernard Wealth Management Corp. | 3.02K | Jun 30, 26 | -- | 0.01% |
| Integrated Wealth Concepts LLC | 2.83K | Jun 30, 26 | +2.83K | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.68K | Jun 30, 26 | -- | 0.01% |
| Financial Network Wealth Advisors LLC | 2.44K | Jun 30, 26 | -- | 0.01% |
| Ritter Daniher Financial Advisory LLC / DE | 2.31K | Jun 30, 26 | -125 | 0.01% |
| EVERMAY WEALTH MANAGEMENT LLC | 2.23K | Jun 30, 26 | -- | 0.01% |
| WELLS FARGO & COMPANY/MN | 2.01K | Jun 30, 26 | +1.51K | 0.01% |
| MORGAN STANLEY | 2.00K | Jun 30, 26 | +500 | 0.01% |
| EverSource Wealth Advisors, LLC | 1.99K | Jun 30, 26 | -- | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1.73K | Jun 30, 26 | -290 | 0.01% |
| Rockefeller Capital Management L.P. | 1.45K | Jun 30, 26 | +1.45K | 0.01% |
| Regatta Research & Money Management | 1.25K | Jun 30, 26 | +1.25K | 0.01% |
| IFG Advisory, LLC | 926 | Jun 30, 26 | +926 | 0.00% |
| JPMORGAN CHASE & CO | 874 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 484 | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 330 | Jun 30, 26 | -- | 0.00% |
| CHAPMAN FINANCIAL GROUP, LLC | 300 | Jun 30, 26 | -- | 0.00% |
| GHP Investment Advisors, Inc. | 236 | Jun 30, 26 | -- | 0.00% |
| REICON WEALTH ADVISORS, LLC | 236 | Jun 30, 26 | +236 | 0.00% |
| Oakmont Advisory Group, LLC | 204 | Jun 30, 26 | +204 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 190 | Jun 30, 26 | +190 | 0.00% |
| Elevated Capital Advisors, LLC | 176 | Jun 30, 26 | -- | 0.00% |
| COUNTRY TRUST BANK | 40 | Jun 30, 26 | +40 | 0.00% |
| Pathstone Holdings, LLC | -- | Jun 30, 26 | -109.23K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -5.47K | -- |
| CALTON & ASSOCIATES, INC. | -- | Jun 30, 26 | -4.96K | -- |
| WealthPlan Investment Management, LLC | -- | Jun 30, 26 | -5.14K | -- |
| LeClair Wealth Partners LLC | -- | Jun 30, 26 | -10.95K | -- |
| CASTLE WEALTH MANAGEMENT LLC | -- | Jun 30, 26 | -7.10K | -- |
| Global Assets Advisory, LLC | -- | Jun 30, 26 | -2.20K | -- |
| Wagner Wealth Management, LLC | -- | Jun 30, 26 | -1.98K | -- |
| SANDERS MORRIS HARRIS LLC | -- | Jun 30, 26 | -10.50K | -- |
| GREENUP STREET WEALTH MANAGEMENT LLC | -- | Jun 30, 26 | -7.64K | -- |
| Arkadios Wealth Advisors | -- | Jun 30, 26 | -28.61K | -- |
| Keystone Financial Group, Inc. | -- | Jun 30, 26 | -1.83K | -- |
| GTS FINANCIAL, LLC | -- | Jun 30, 26 | -127.19K | -- |
| Global Wealth Strategies & Associates | -- | Jun 30, 26 | -165 | -- |
| Atlantic Private Wealth, LLC | -- | Jun 30, 26 | -15.45K | -- |
| Whipplewood Advisors, LLC | -- | Jun 30, 26 | -870 | -- |
| BlackRock, Inc. | -- | Jun 30, 26 | -1.93K | -- |
| Catalina Capital Group, LLC | 126.09K | Mar 31, 26 | +8.45K | 0.59% |
| Talon Private Wealth, LLC | 27.56K | Mar 31, 26 | +27.56K | 0.13% |
| U.S. Capital Wealth Advisors, LLC | 15.16K | Mar 31, 26 | -322 | 0.07% |
| CWM, LLC | 1.74K | Mar 31, 26 | -3.35K | 0.01% |
| Anfield Capital Management, LLC | 322 | Mar 31, 26 | -- | 0.00% |
| Sunbelt Securities, Inc. | 27 | Mar 31, 26 | -- | 0.00% |
| CIBC Private Wealth Group, LLC | 539 | Dec 31, 25 | -- | 0.00% |
| Stuart Chaussee & Associates, Inc. | -- | Sep 30, 25 | -350 | -- |
| Siligmueller & Norvid Wealth Advisors LLC | -- | Sep 30, 25 | -24.07K | -- |
| Atria Wealth Solutions, Inc. | 65.92K | Jun 30, 25 | -7.64K | 0.31% |
| AVANTAX ADVISORY SERVICES, INC. | 28.36K | Jun 30, 25 | +455 | 0.13% |
| Horan Capital Advisors, LLC. | 12.37K | Mar 31, 25 | -1.98K | 0.06% |
| Heritage Wealth Partners, LLC | -- | Mar 31, 25 | -53.45K | -- |
| Sugarloaf Wealth Management, LLC | 20.30K | Dec 31, 24 | +4.04K | 0.10% |
| Raymond James Financial Services Advisors, Inc. | 247.43K | Sep 30, 24 | -32.66K | 1.16% |
| RAYMOND JAMES & ASSOCIATES | 30.14K | Sep 30, 24 | -3.37K | 0.14% |
| Pillar Wealth Advisors, LLC | -- | Sep 30, 24 | -42.87K | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 5.02K | Jun 30, 24 | -- | 0.02% |
| Strategic Wealth Partners Group LLC | 1.08M | Mar 31, 24 | -60.58K | 5.09% |
| Cetera Advisors LLC | 515.76K | Mar 31, 24 | +402.00K | 2.42% |
| Cetera Advisor Networks LLC | 104.63K | Mar 31, 24 | -15.39K | 0.49% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 26.15K | Mar 31, 24 | -- | 0.12% |
| InterOcean Capital Group, LLC | 14.45K | Mar 31, 24 | -1.13K | 0.07% |
| WEALTHSOURCE PARTNERS, LLC | 19.95K | Dec 31, 23 | -200 | 0.09% |
| FOCUS FINANCIAL NETWORK INC /ADV | 11.41K | Dec 31, 23 | +11.41K | 0.05% |
| Steward Financial Group LLC | 36.12K | Sep 30, 23 | -- | 0.17% |
| Sutton Wealth Advisors Inc. | 14.72K | Sep 30, 23 | -- | 0.07% |
| BEDEL FINANCIAL CONSULTING INC | 6.76K | Sep 30, 23 | +6.76K | 0.03% |
| Financial Architects, Inc | 18.80K | Jun 30, 23 | -- | 0.09% |
| ASSET MANAGEMENT CORP /IL/ /ADV | 25.97K | Mar 31, 23 | +4.94K | 0.12% |
| GOFEN & GLOSSBERG LLC /IL/ | 39.70K | Dec 31, 22 | +39.70K | 0.19% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 7.57K | Dec 31, 22 | +362 | 0.04% |
| Covington Capital Management | 8.00K | Sep 30, 22 | -- | 0.04% |
| Dixon Hughes Goodman Wealth Advisors LLC | 54.59K | Mar 31, 22 | -10.28K | 0.26% |
| Carroll Financial Associates, Inc. | 78 | Dec 31, 21 | -- | 0.00% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -580 | -- |
| Covenant Multifamily Offices, LLC | 7.58K | Sep 30, 21 | -- | 0.04% |
| Hoover Financial Advisors, Inc. | 2.95K | Jun 30, 21 | -- | 0.01% |
| OLD MISSION CAPITAL, LLC | 20.18K | Dec 31, 20 | +20.18K | 0.09% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 155.20K | Dec 31, 19 | +155.20K | 0.73% |
| Advisor Group, Inc. | 48.05K | Dec 31, 19 | +48.05K | 0.23% |