PDP(PDP)
PDP
Institutional Ownership
Top 294 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 890.85K | Jun 30, 26 | +204.97K | 8.11% |
| RAYMOND JAMES FINANCIAL INC | 664.01K | Jun 30, 26 | +127.25K | 6.05% |
| WELLS FARGO & COMPANY/MN | 397.25K | Jun 30, 26 | -13.81K | 3.62% |
| COMMONWEALTH EQUITY SERVICES, LLC | 369.93K | Jun 30, 26 | -16.56K | 3.37% |
| BANK OF AMERICA CORP /DE/ | 341.05K | Jun 30, 26 | +15.68K | 3.11% |
| ROYAL BANK OF CANADA | 299.50K | Jun 30, 26 | -6.81K | 2.73% |
| LPL Financial LLC | 283.33K | Jun 30, 26 | -1.07K | 2.58% |
| STIFEL FINANCIAL CORP | 247.28K | Jun 30, 26 | +2.72K | 2.25% |
| Summit Financial, LLC | 206.79K | Jun 30, 26 | -3.86K | 1.88% |
| Janney Montgomery Scott LLC | 181.71K | Jun 30, 26 | +1.91K | 1.66% |
| UBS Group AG | 179.53K | Jun 30, 26 | -34.88K | 1.64% |
| Rockefeller Capital Management L.P. | 155.36K | Jun 30, 26 | -827 | 1.42% |
| Savant Capital, LLC | 130.47K | Jun 30, 26 | -2.44K | 1.19% |
| NewSquare Capital LLC | 129.10K | Jun 30, 26 | +20.99K | 1.18% |
| Prospera Financial Services Inc | 125.24K | Jun 30, 26 | -14.58K | 1.14% |
| AMERIPRISE FINANCIAL INC | 118.67K | Jun 30, 26 | +12.74K | 1.08% |
| Strid Group, LLC | 105.86K | Jun 30, 26 | -1.27K | 0.96% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 77.43K | Jun 30, 26 | +1.65K | 0.71% |
| ADVISOR GROUP HOLDINGS, INC. | 72.33K | Jun 30, 26 | +10.37K | 0.66% |
| ENVESTNET ASSET MANAGEMENT INC | 65.96K | Jun 30, 26 | -1.79K | 0.60% |
| NewEdge Advisors, LLC | 63.52K | Jun 30, 26 | -1.04K | 0.58% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 59.06K | Jun 30, 26 | +15.31K | 0.54% |
| MML INVESTORS SERVICES, LLC | 53.53K | Jun 30, 26 | +4.71K | 0.49% |
| Tradition Wealth Management, LLC | 51.63K | Jun 30, 26 | +1.41K | 0.47% |
| Cambridge Investment Research Advisors, Inc. | 49.49K | Jun 30, 26 | -3.78K | 0.45% |
| Institute for Wealth Management, LLC. | 42.77K | Jun 30, 26 | -2 | 0.39% |
| JPMORGAN CHASE & CO | 40.93K | Jun 30, 26 | -5.63K | 0.37% |
| AFFINITY WEALTH MANAGEMENT LLC | 38.97K | Jun 30, 26 | +36.91K | 0.35% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 33.95K | Jun 30, 26 | -- | 0.31% |
| Cetera Investment Advisers | 30.92K | Jun 30, 26 | +1.46K | 0.28% |
| MTM Investment Management, LLC | 28.69K | Jun 30, 26 | -292 | 0.26% |
| NBC SECURITIES, INC. | 28.54K | Jun 30, 26 | -50 | 0.26% |
| Farther Finance Advisors, LLC | 27.25K | Jun 30, 26 | +156 | 0.25% |
| JBR Co Financial Management Inc | 26.97K | Jun 30, 26 | -2.18K | 0.25% |
| B. Riley Wealth Advisors, Inc. | 24.71K | Jun 30, 26 | -31 | 0.23% |
| BLAIR WILLIAM & CO/IL | 23.48K | Jun 30, 26 | +70 | 0.21% |
| EP Wealth Advisors, LLC | 22.47K | Jun 30, 26 | +208 | 0.20% |
| MERCER GLOBAL ADVISORS INC /ADV | 21.75K | Jun 30, 26 | +2.53K | 0.20% |
| D.A. DAVIDSON & CO. | 21.29K | Jun 30, 26 | +795 | 0.19% |
| TWO SIGMA INVESTMENTS, LP | 20.73K | Jun 30, 26 | +20.73K | 0.19% |
| Capital Investment Advisory Services, LLC | 20.14K | Jun 30, 26 | -- | 0.18% |
| Equitable Holdings, Inc. | 20.10K | Jun 30, 26 | +848 | 0.18% |
| Waverly Advisors, LLC | 18.19K | Jun 30, 26 | -- | 0.17% |
| Global Retirement Partners, LLC | 17.76K | Jun 30, 26 | +17.76K | 0.16% |
| Beacon Pointe Advisors, LLC | 17.03K | Jun 30, 26 | +17.03K | 0.16% |
| Sovereign Financial Group, Inc. | 16.77K | Jun 30, 26 | -- | 0.15% |
| Snowden Capital Advisors LLC | 16.72K | Jun 30, 26 | +1.02K | 0.15% |
| TRUIST FINANCIAL CORP | 15.27K | Jun 30, 26 | -2.94K | 0.14% |
| PFG Investments, LLC | 15.14K | Jun 30, 26 | +1.03K | 0.14% |
| Arkadios Wealth Advisors | 13.64K | Jun 30, 26 | -1.36K | 0.12% |
| Colony Group, LLC | 13.60K | Jun 30, 26 | -1.04K | 0.12% |
| CALTON & ASSOCIATES, INC. | 13.08K | Jun 30, 26 | -6.75K | 0.12% |
| Steward Partners Investment Advisory, LLC | 12.67K | Jun 30, 26 | -813 | 0.12% |
| BENJAMIN EDWARDS INC | 12.10K | Jun 30, 26 | +454 | 0.11% |
| Sowell Financial Services LLC | 11.86K | Jun 30, 26 | -3 | 0.11% |
| Heirloom Wealth Management | 10.99K | Jun 30, 26 | -3.89K | 0.10% |
| KELLY FINANCIAL GROUP LLC | 10.83K | Jun 30, 26 | -86 | 0.10% |
| Kestra Advisory Services, LLC | 10.74K | Jun 30, 26 | -169 | 0.10% |
| Bridgewater Advisors Inc. | 10.71K | Jun 30, 26 | -- | 0.10% |
| Geneos Wealth Management Inc. | 10.60K | Jun 30, 26 | +5.17K | 0.10% |
| PMG Wealth Management, Inc. | 10.14K | Jun 30, 26 | +432 | 0.09% |
| AE Wealth Management LLC | 9.91K | Jun 30, 26 | +8.70K | 0.09% |
| BNP PARIBAS ARBITRAGE, SNC | 9.70K | Jun 30, 26 | -30.30K | 0.09% |
| FIFTH THIRD BANCORP | 9.25K | Jun 30, 26 | -- | 0.08% |
| HB Wealth Management, LLC | 9.19K | Jun 30, 26 | +317 | 0.08% |
| Nilsine Partners, LLC | 8.27K | Jun 30, 26 | +8.27K | 0.08% |
| Creative Planning | 8.26K | Jun 30, 26 | +21 | 0.08% |
| LJI Wealth Management, LLC | 8.23K | Jun 30, 26 | -10.97K | 0.07% |
| SCOTIA CAPITAL INC. | 8.09K | Jun 30, 26 | -6 | 0.07% |
| Second Half Financial Partners, LLC | 8.04K | Jun 30, 26 | +584 | 0.07% |
| Lloyd Advisory Services, LLC. | 8.03K | Jun 30, 26 | +8.03K | 0.07% |
| Bellars Harris Wealth Management, LLC | 7.83K | Jun 30, 26 | +7.83K | 0.07% |
| Baird Financial Group, Inc. | 7.61K | Jun 30, 26 | -576 | 0.07% |
| Focus Financial Network, Inc. | 7.54K | Jun 30, 26 | +201 | 0.07% |
| FMR LLC | 7.22K | Jun 30, 26 | -450 | 0.07% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 7.17K | Jun 30, 26 | -960 | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.16K | Jun 30, 26 | -2.01K | 0.07% |
| STEPHENS INC /AR/ | 6.83K | Jun 30, 26 | -1.34K | 0.06% |
| Quantinno Capital Management LP | 6.76K | Jun 30, 26 | +712 | 0.06% |
| Pathstone Holdings, LLC | 6.57K | Jun 30, 26 | +6.57K | 0.06% |
| Baker Avenue Asset Management, LP | 6.47K | Jun 30, 26 | +1.22K | 0.06% |
| Sanctuary Advisors, LLC | 6.25K | Jun 30, 26 | -455 | 0.06% |
| Mullooly Asset Management, Inc. | 6.15K | Jun 30, 26 | -41 | 0.06% |
| Merit Financial Group, LLC | 6.07K | Jun 30, 26 | -196 | 0.06% |
| EWA, LLC | 5.71K | Jun 30, 26 | +5.71K | 0.05% |
| Wagner Wealth Management, Corp | 5.58K | Jun 30, 26 | -310 | 0.05% |
| Stratos Wealth Partners, LTD. | 5.49K | Jun 30, 26 | +10 | 0.05% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5.49K | Jun 30, 26 | +5.13K | 0.05% |
| HighTower Advisors, LLC | 5.41K | Jun 30, 26 | -130 | 0.05% |
| MorganRosel Wealth Management, LLC | 5.29K | Jun 30, 26 | -749 | 0.05% |
| Spire Wealth Management | 5.28K | Jun 30, 26 | +1.88K | 0.05% |
| Millennium Capital Advisors, LLC | 5.26K | Jun 30, 26 | +1 | 0.05% |
| Prosperity Financial Group, Inc. | 5.16K | Jun 30, 26 | -1 | 0.05% |
| WealthBridge Capital Management, LLC | 4.93K | Jun 30, 26 | -200 | 0.04% |
| Kiker Wealth Management, LLC | 4.75K | Jun 30, 26 | -73 | 0.04% |
| AQR CAPITAL MANAGEMENT LLC | 4.54K | Jun 30, 26 | -85 | 0.04% |
| Principle Wealth Partners LLC | 4.39K | Jun 30, 26 | -- | 0.04% |
| PRIVATE TRUST CO NA | 4.37K | Jun 30, 26 | -51 | 0.04% |
| CIBC WORLD MARKET INC. | 4.32K | Jun 30, 26 | -- | 0.04% |
| Cyndeo Wealth Partners, LLC | 4.30K | Jun 30, 26 | -- | 0.04% |
| Vise Technologies, Inc. | 4.20K | Jun 30, 26 | +1.06K | 0.04% |
| JONES FINANCIAL COMPANIES LLLP | 4.17K | Jun 30, 26 | +611 | 0.04% |
| FIRST TRUST ADVISORS LP | 4.11K | Jun 30, 26 | -164 | 0.04% |
| Redwood Family Wealth LLC | 4.09K | Jun 30, 26 | -195 | 0.04% |
| Bryn Mawr Capital Management, LLC | 4.05K | Jun 30, 26 | -- | 0.04% |
| Navigation Group, LLC | 4.05K | Jun 30, 26 | -- | 0.04% |
| HighPoint Advisor Group LLC | 3.89K | Jun 30, 26 | -- | 0.04% |
| NWF Advisory Services Inc. | 3.88K | Jun 30, 26 | -- | 0.04% |
| AlphaCore Capital LLC | 3.83K | Jun 30, 26 | -- | 0.03% |
| Pine Valley Investments Ltd Liability Co | 3.70K | Jun 30, 26 | -- | 0.03% |
| SAPIENT CAPITAL LLC | 3.45K | Jun 30, 26 | -- | 0.03% |
| Coastal Investment Advisors, Inc. | 3.42K | Jun 30, 26 | -1.00K | 0.03% |
| GOLDMAN SACHS GROUP INC | 3.33K | Jun 30, 26 | -4.26K | 0.03% |
| Private Advisor Group, LLC | 3.28K | Jun 30, 26 | +154 | 0.03% |
| Global Assets Advisory, LLC | 3.20K | Jun 30, 26 | -- | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 3.20K | Jun 30, 26 | -- | 0.03% |
| Eagle Bay Advisors LLC | 3.18K | Jun 30, 26 | -- | 0.03% |
| GOLDEN ROAD ADVISORS LLC | 3.17K | Jun 30, 26 | -- | 0.03% |
| CITIGROUP INC | 3.15K | Jun 30, 26 | +652 | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.12K | Jun 30, 26 | -10 | 0.03% |
| Trinity Wealth Management, LLC | 3.07K | Jun 30, 26 | -- | 0.03% |
| Morling Financial Advisors, LLC | 2.93K | Jun 30, 26 | -- | 0.03% |
| IFP Advisors, Inc | 2.92K | Jun 30, 26 | -1.71K | 0.03% |
| Private Advisory Group LLC | 2.87K | Jun 30, 26 | -13.09K | 0.03% |
| Kingsview Wealth Management, LLC | 2.85K | Jun 30, 26 | -- | 0.03% |
| Modern Wealth Management, LLC | 2.83K | Jun 30, 26 | -- | 0.03% |
| Brookstone Capital Management | 2.82K | Jun 30, 26 | -- | 0.03% |
| Castle Rock Wealth Management, LLC | 2.81K | Jun 30, 26 | -317 | 0.03% |
| NWAM LLC | 2.81K | Jun 30, 26 | -- | 0.03% |
| ASSETMARK, INC | 2.77K | Jun 30, 26 | +1.06K | 0.03% |
| CI Private Wealth, LLC | 2.67K | Jun 30, 26 | -- | 0.02% |
| Onyx Bridge Wealth Group LLC | 2.66K | Jun 30, 26 | -109 | 0.02% |
| Apollon Financial, LLC | 2.59K | Jun 30, 26 | -40 | 0.02% |
| First City Capital Management, Inc. | 2.58K | Jun 30, 26 | -- | 0.02% |
| STRATEGY ASSET MANAGERS LLC | 2.57K | Jun 30, 26 | -17 | 0.02% |
| PACIFIC SUN FINANCIAL CORP | 2.56K | Jun 30, 26 | -- | 0.02% |
| Selective Wealth Management, Inc. | 2.50K | Jun 30, 26 | -298 | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 2.48K | Jun 30, 26 | -- | 0.02% |
| StoneX Group Inc. | 2.47K | Jun 30, 26 | +2.47K | 0.02% |
| Cerity Partners LLC | 2.43K | Jun 30, 26 | +2.43K | 0.02% |
| WELCH & FORBES LLC | 2.42K | Jun 30, 26 | -- | 0.02% |
| CITADEL ADVISORS LLC | 2.39K | Jun 30, 26 | -1.31K | 0.02% |
| XTX Topco Ltd | 2.35K | Jun 30, 26 | +2.35K | 0.02% |
| Keystone Financial Group | 2.32K | Jun 30, 26 | -- | 0.02% |
| CreativeOne Wealth, LLC | 2.27K | Jun 30, 26 | -2 | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.19K | Jun 30, 26 | -406 | 0.02% |
| Koshinski Asset Management, Inc. | 2.19K | Jun 30, 26 | -- | 0.02% |
| Concurrent Investment Advisors, LLC | 2.19K | Jun 30, 26 | +290 | 0.02% |
| Heritage Trust Co | 2.10K | Jun 30, 26 | -- | 0.02% |
| Delta Investment Management, LLC | 2.07K | Jun 30, 26 | -- | 0.02% |
| Post Resch Tallon Group Inc. | 2.04K | Jun 30, 26 | -75 | 0.02% |
| CWC Advisors, LLC. | 2.01K | Jun 30, 26 | -- | 0.02% |
| VISTA CAPITAL PARTNERS, INC. | 2.00K | Jun 30, 26 | -- | 0.02% |
| Mirador Capital Partners LP | 2.00K | Jun 30, 26 | -- | 0.02% |
| Gaddis Premier Wealth Advisors LLC | 1.96K | Jun 30, 26 | -- | 0.02% |
| Trueblood Wealth Management, LLC | 1.91K | Jun 30, 26 | -- | 0.02% |
| BankPlus Trust Department | 1.83K | Jun 30, 26 | -- | 0.02% |
| Visionary Wealth Advisors | 1.80K | Jun 30, 26 | -- | 0.02% |
| Sequoia Financial Advisors, LLC | 1.76K | Jun 30, 26 | +1.76K | 0.02% |
| Rehmann Capital Advisory Group | 1.75K | Jun 30, 26 | -- | 0.02% |
| Bank of New York Mellon Corp | 1.70K | Jun 30, 26 | -1 | 0.02% |
| WestHill Financial Advisors, Inc. | 1.69K | Jun 30, 26 | -- | 0.02% |
| Apollon Wealth Management, LLC | 1.64K | Jun 30, 26 | -353 | 0.01% |
| Clark Capital Management Group, Inc. | 1.60K | Jun 30, 26 | +1.60K | 0.01% |
| AMG National Trust Bank | 1.60K | Jun 30, 26 | +1.60K | 0.01% |
| Advisors Capital Management, LLC | 1.56K | Jun 30, 26 | +1.56K | 0.01% |
| SMITH, MOORE & CO. | 1.55K | Jun 30, 26 | +1.55K | 0.01% |
| Oak Asset Management, LLC | 1.45K | Jun 30, 26 | +1.45K | 0.01% |
| Cascade Financial Partners, LLC | 1.45K | Jun 30, 26 | +1.45K | 0.01% |
| Advisory Services Network, LLC | 1.43K | Jun 30, 26 | -- | 0.01% |
| Dale Q Rice Investment Management Ltd | 1.42K | Jun 30, 26 | +1.42K | 0.01% |
| Panoramic Capital Partners, LLC | 1.40K | Jun 30, 26 | +1.40K | 0.01% |
| Founders Financial Alliance, LLC | 1.38K | Jun 30, 26 | -- | 0.01% |
| Lansing Street Advisors | 1.35K | Jun 30, 26 | +1.35K | 0.01% |
| Aurora Private Wealth, Inc. | 1.34K | Jun 30, 26 | +1.34K | 0.01% |
| Mariner, LLC | 1.33K | Jun 30, 26 | +1.33K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 1.28K | Jun 30, 26 | -- | 0.01% |
| BANK OF MONTREAL /CAN/ | 1.25K | Jun 30, 26 | +1.00K | 0.01% |
| Integrated Wealth Concepts LLC | 1.20K | Jun 30, 26 | +1.20K | 0.01% |
| Wagner Wealth Management, LLC | 1.19K | Jun 30, 26 | -- | 0.01% |
| MCF Advisors LLC | 1.14K | Jun 30, 26 | -- | 0.01% |
| BESSEMER GROUP INC | 1.12K | Jun 30, 26 | -- | 0.01% |
| AMERIFLEX GROUP, INC. | 1.02K | Jun 30, 26 | +1.00K | 0.01% |
| Allworth Financial LP | 1.02K | Jun 30, 26 | -- | 0.01% |
| PlanVest Financial, Inc | 988 | Jun 30, 26 | +1 | 0.01% |
| HHM Wealth Advisors, LLC | 773 | Jun 30, 26 | -140 | 0.01% |
| PURSUIT WEALTH STRATEGIES, LLC | 752 | Jun 30, 26 | +752 | 0.01% |
| BRYN MAWR TRUST Co | 700 | Jun 30, 26 | -100 | 0.01% |
| HAZLETT, BURT & WATSON, INC. | 585 | Jun 30, 26 | -- | 0.01% |
| Costello Asset Management, INC | 572 | Jun 30, 26 | -- | 0.01% |
| Salomon & Ludwin, LLC | 505 | Jun 30, 26 | -23 | 0.00% |
| Parallel Advisors, LLC | 409 | Jun 30, 26 | -- | 0.00% |
| Capital Investment Counsel, Inc | 392 | Jun 30, 26 | -- | 0.00% |
| Operose Advisors LLC | 377 | Jun 30, 26 | -- | 0.00% |
| Networth Advisors, LLC | 336 | Jun 30, 26 | +336 | 0.00% |
| Kingdom Financial Group LLC. | 314 | Jun 30, 26 | +314 | 0.00% |
| Hilton Head Capital Partners, LLC | 306 | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 298 | Jun 30, 26 | -712 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 266 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 220 | Jun 30, 26 | +220 | 0.00% |
| Montgomery Financial Services LLC | 217 | Jun 30, 26 | +217 | 0.00% |
| Godfrey Financial Associates, Inc. | 211 | Jun 30, 26 | -- | 0.00% |
| SILVER OAK SECURITIES, INCORPORATED | 207 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 206 | Jun 30, 26 | +206 | 0.00% |
| LRI Investments, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| Frazier Financial Advisors, LLC | 174 | Jun 30, 26 | -- | 0.00% |
| Quest 10 Wealth Builders, Inc. | 132 | Jun 30, 26 | +132 | 0.00% |
| Ritter Daniher Financial Advisory LLC / DE | 130 | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 114 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 101 | Jun 30, 26 | -- | 0.00% |
| BROADWATER CAPITAL MANAGEMENT LLC | 95 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 67 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 64 | Jun 30, 26 | -- | 0.00% |
| Trust Co | 63 | Jun 30, 26 | +63 | 0.00% |
| Larson Financial Group LLC | 57 | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 45 | Jun 30, 26 | -- | 0.00% |
| Cedar Mountain Advisors, LLC | 28 | Jun 30, 26 | -- | 0.00% |
| ATLAS CAPITAL ADVISORS LLC | 22 | Jun 30, 26 | -9 | 0.00% |
| Register Financial Advisors LLC | 12 | Jun 30, 26 | -- | 0.00% |
| Central Pacific Bank - Trust Division | 9 | Jun 30, 26 | -- | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 6 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 4 | Jun 30, 26 | +4 | 0.00% |
| BlackRock, Inc. | 1 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | -- | Jun 30, 26 | -7 | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -8 | -- |
| NORTHERN TRUST CORP | -- | Jun 30, 26 | -1.80K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -332 | -- |
| MGO ONE SEVEN LLC | -- | Jun 30, 26 | -2.21K | -- |
| BARRETT & COMPANY, INC. | -- | Jun 30, 26 | -300 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -2.42K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -1.39K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -742 | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -1.96K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -300 | -- |
| ADVISORTRUST PARTNERS, LLC | -- | Jun 30, 26 | -846 | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -700 | -- |
| Mill Creek Capital Advisors, LLC | 6.57K | Mar 31, 26 | -- | 0.06% |
| CWM, LLC | 5.01K | Mar 31, 26 | -902 | 0.05% |
| JOURNEY STRATEGIC WEALTH LLC | 3.35K | Mar 31, 26 | -- | 0.03% |
| Claris Financial LLC | 2.30K | Mar 31, 26 | -207 | 0.02% |
| Anchor Investment Management, LLC | 855 | Mar 31, 26 | -- | 0.01% |
| Red Tortoise LLC | 245 | Mar 31, 26 | -- | 0.00% |
| MGB Wealth Management, LLC | 18.97K | Dec 31, 25 | -29 | 0.17% |
| COMERICA BANK | 8.41K | Dec 31, 25 | -- | 0.08% |
| CIBC Private Wealth Group, LLC | 410 | Dec 31, 25 | -- | 0.00% |
| SPC Financial, Inc. | 3.83K | Sep 30, 25 | -- | 0.03% |
| Shilanski & Associates, Inc. | 2.22K | Sep 30, 25 | -- | 0.02% |
| WFA Asset Management Corp | 100 | Sep 30, 25 | -- | 0.00% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -3.00K | -- |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -5.13K | -- |
| CAROLINAS WEALTH CONSULTING LLC | 8.28K | Mar 31, 25 | +229 | 0.08% |
| Transform Wealth, LLC | -- | Mar 31, 25 | -2.35K | -- |
| WMS Partners, LLC | 7.13K | Dec 31, 24 | -- | 0.06% |
| Tallon Kerry Patrick | 2.00K | Dec 31, 24 | +2.00K | 0.02% |
| RAYMOND JAMES & ASSOCIATES | 595.14K | Sep 30, 24 | +7.93K | 5.42% |
| Gateway Advisory, LLC | 212.41K | Sep 30, 24 | -780 | 1.93% |
| Raymond James Financial Services Advisors, Inc. | 114.37K | Sep 30, 24 | -6.65K | 1.04% |
| RAYMOND JAMES TRUST N.A. | 16.44K | Sep 30, 24 | -830 | 0.15% |
| Argent Financial Group, Inc. | 2.10K | Sep 30, 24 | +2.10K | 0.02% |
| Aspire Wealth Management Corp | 85 | Sep 30, 24 | -- | 0.00% |
| VitalStone Financial, LLC | 5 | Sep 30, 24 | -- | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 10.73K | Jun 30, 24 | +619 | 0.10% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 8.68K | Jun 30, 24 | -- | 0.08% |
| Custom Portfolio Group LLC | 2.37K | Jun 30, 24 | -- | 0.02% |
| Cetera Advisors LLC | 16.29K | Mar 31, 24 | +4.64K | 0.15% |
| Cetera Advisor Networks LLC | 11.43K | Mar 31, 24 | -- | 0.10% |
| CAMBRIDGE TRUST CO | 120 | Mar 31, 24 | -- | 0.00% |
| Rainsberger Wealth Advisors, Inc. | 14.47K | Dec 31, 23 | -1.35K | 0.13% |
| FOCUS FINANCIAL NETWORK INC /ADV | 8.44K | Dec 31, 23 | +8.44K | 0.08% |
| DB Wealth Management Group, LLC | 2.10K | Dec 31, 23 | -- | 0.02% |
| Milestone Advisory Partners | 30.82K | Sep 30, 23 | +1.26K | 0.28% |
| COLONY GROUP LLC | 4.74K | Sep 30, 23 | -- | 0.04% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 3.75K | Sep 30, 23 | +100 | 0.03% |
| Surevest, LLC | 2.89K | Sep 30, 22 | +3 | 0.03% |
| American Portfolios Advisors | 361 | Sep 30, 22 | +361 | 0.00% |
| 55I, LLC | -- | Sep 30, 22 | -3.03K | -- |
| B. Riley Wealth Management, Inc. | 8.27K | Jun 30, 22 | -23 | 0.08% |
| Swaine & Leidel Wealth Services, LLC | 453 | Mar 31, 22 | +453 | 0.00% |
| Lenox Wealth Advisors, LLC | 400 | Mar 31, 22 | -- | 0.00% |
| KINGS POINT CAPITAL MANAGEMENT | 141 | Mar 31, 22 | -- | 0.00% |
| Carroll Financial Associates, Inc. | 2.60K | Dec 31, 21 | -14.70K | 0.02% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -866 | -- |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17.79K | Jun 30, 21 | +541 | 0.16% |
| First Allied Advisory Services, Inc. | 10.98K | Sep 30, 20 | -185 | 0.10% |
| Wealthspire Advisors, L.P. | 3.11K | Sep 30, 20 | +3.11K | 0.03% |
| LifePlan Financial Group, Inc | -- | Sep 30, 20 | -1.61K | -- |
| Squar Milner Financial Services LLC | 405 | Mar 31, 20 | -- | 0.00% |
| Advisor Group, Inc. | 232.60K | Dec 31, 19 | +39.79K | 2.12% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 59.09K | Dec 31, 19 | -7.00K | 0.54% |
| BB&T SECURITIES, LLC | 257.65K | Sep 30, 19 | -9.08K | 2.35% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 400 | Sep 30, 19 | -- | 0.00% |
| Live Your Vision, LLC | 20.01K | Mar 31, 19 | -104 | 0.18% |
| HL FINANCIAL SERVICES LLC | 11.64K | Mar 31, 19 | -58 | 0.11% |
| NEXT Financial Holdings | 1.80K | Mar 31, 19 | +1.80K | 0.02% |