Peakstone Realty Trust(PKST)

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Peakstone Realty Trust(PKST)

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PKST(PKST)

PKST

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 277 Institutional Holders

Holder	Shares	Date	Change	% Held
BlackRock, Inc.	3.07M	Mar 31, 26	-289.96K	8.25%
FIL Ltd	1.49M	Mar 31, 26	+1.49M	4.00%
GLAZER CAPITAL, LLC	1.48M	Mar 31, 26	+1.48M	3.99%
GEODE CAPITAL MANAGEMENT, LLC	954.33K	Mar 31, 26	+15.92K	2.57%
BALYASNY ASSET MANAGEMENT L.P.	832.04K	Mar 31, 26	+832.04K	2.24%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	803.99K	Mar 31, 26	-124.59K	2.16%
STATE STREET CORP	756.53K	Mar 31, 26	-18.07K	2.03%
Irenic Capital Management LP	674.70K	Mar 31, 26	+337.88K	1.81%
Capula Management Ltd	531.51K	Mar 31, 26	+531.51K	1.43%
JPMORGAN CHASE & CO	531.18K	Mar 31, 26	+492.48K	1.43%
WATER ISLAND CAPITAL LLC	503.58K	Mar 31, 26	+503.58K	1.35%
Qube Research & Technologies Ltd	483.96K	Mar 31, 26	+483.96K	1.30%
TCW GROUP INC	479.40K	Mar 31, 26	+5.60K	1.29%
MILLENNIUM MANAGEMENT LLC	443.62K	Mar 31, 26	+317.49K	1.19%
GARDNER LEWIS ASSET MANAGEMENT L P	383.63K	Mar 31, 26	+383.63K	1.03%
GOLDMAN SACHS GROUP INC	374.14K	Mar 31, 26	+228.24K	1.01%
NORTHERN TRUST CORP	288.79K	Mar 31, 26	+18.39K	0.78%
MORGAN STANLEY	275.42K	Mar 31, 26	-2.23M	0.74%
Squarepoint Ops LLC	255.05K	Mar 31, 26	+255.05K	0.69%
OMERS ADMINISTRATION Corp	254.20K	Mar 31, 26	+254.20K	0.68%
HRT FINANCIAL LP	250.50K	Mar 31, 26	+204.83K	0.67%
SOROS FUND MANAGEMENT LLC	247.80K	Mar 31, 26	+247.80K	0.67%
AQR Arbitrage LLC	241.57K	Mar 31, 26	+241.57K	0.65%
VANGUARD FIDUCIARY TRUST CO	219.85K	Mar 31, 26	+219.85K	0.59%
LPL Financial LLC	209.62K	Mar 31, 26	-69.15K	0.56%
PRELUDE CAPITAL MANAGEMENT, LLC	186.95K	Mar 31, 26	+186.95K	0.50%
CREDIT INDUSTRIEL ET COMMERCIAL	180.00K	Mar 31, 26	+180.00K	0.48%
GABELLI FUNDS LLC	158.40K	Mar 31, 26	+158.40K	0.43%
Bank of New York Mellon Corp	153.49K	Mar 31, 26	+22	0.41%
First Trust Capital Management L.P.	121.39K	Mar 31, 26	+121.39K	0.33%
JANE STREET GROUP, LLC	105.57K	Mar 31, 26	-77.21K	0.28%
ALPINE ASSOCIATES MANAGEMENT INC.	94.50K	Mar 31, 26	+94.50K	0.25%
CITADEL ADVISORS LLC	92.86K	Mar 31, 26	-4.98K	0.25%
Cetera Investment Advisers	91.01K	Mar 31, 26	-37.81K	0.24%
Polar Asset Management Partners Inc.	85.00K	Mar 31, 26	+85.00K	0.23%
GABELLI & Co INVESTMENT ADVISERS, INC.	75.75K	Mar 31, 26	+75.75K	0.20%
Cambridge Investment Research Advisors, Inc.	75.52K	Mar 31, 26	-126.55K	0.20%
Nuveen, LLC	73.94K	Mar 31, 26	-2.80K	0.20%
TWO SIGMA INVESTMENTS, LP	71.54K	Mar 31, 26	+71.54K	0.19%
ADVISOR GROUP HOLDINGS, INC.	66.21K	Mar 31, 26	-71.61K	0.18%
Quantinno Capital Management LP	61.85K	Mar 31, 26	+4.08K	0.17%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	60.73K	Mar 31, 26	+60.73K	0.16%
COMMONWEALTH EQUITY SERVICES, LLC	57.75K	Mar 31, 26	-28.85K	0.16%
Invesco Ltd.	56.87K	Mar 31, 26	-1.13K	0.15%
D. E. Shaw & Co., Inc.	56.67K	Mar 31, 26	+46.17K	0.15%
CWM, LLC	54.44K	Mar 31, 26	+181	0.15%
NOMURA ASSET MANAGEMENT CO LTD	52.00K	Mar 31, 26	+700	0.14%
LMR Partners LLP	51.54K	Mar 31, 26	+51.54K	0.14%
UBS Group AG	51.26K	Mar 31, 26	-90.00K	0.14%
RHUMBLINE ADVISERS	50.55K	Mar 31, 26	+338	0.14%
HARVEST MANAGEMENT LLC	50.00K	Mar 31, 26	+50.00K	0.13%
Point72 Asset Management, L.P.	47.86K	Mar 31, 26	+31.13K	0.13%
Kestra Advisory Services, LLC	46.39K	Mar 31, 26	-7.46K	0.12%
Asset Management One Co., Ltd.	45.36K	Mar 31, 26	-1.12K	0.12%
BANK OF AMERICA CORP /DE/	42.92K	Mar 31, 26	+924	0.12%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	42.00K	Mar 31, 26	+29.19K	0.11%
ABC ARBITRAGE SA	41.86K	Mar 31, 26	+41.86K	0.11%
Sumitomo Mitsui Trust Holdings, Inc.	41.06K	Mar 31, 26	-634	0.11%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	40.00K	Mar 31, 26	-56.40K	0.11%
J.W. COLE ADVISORS, INC.	37.77K	Mar 31, 26	-2.06K	0.10%
PRIVATE MANAGEMENT GROUP INC	36.58K	Mar 31, 26	-111.12K	0.10%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	33.12K	Mar 31, 26	+33.12K	0.09%
DEUTSCHE BANK AG\	30.22K	Mar 31, 26	+4.27K	0.08%
DIMENSIONAL FUND ADVISORS LP	29.67K	Mar 31, 26	-194.10K	0.08%
PRICE T ROWE ASSOCIATES INC /MD/	28.03K	Mar 31, 26	+6.16K	0.08%
ALLIANCEBERNSTEIN L.P.	27.59K	Mar 31, 26	-10.00K	0.07%
Susquehanna Portfolio Strategies, LLC	27.24K	Mar 31, 26	+10.64K	0.07%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	26.51K	Mar 31, 26	--	0.07%
Allianz Asset Management GmbH	25.22K	Mar 31, 26	+25.22K	0.07%
ROYAL BANK OF CANADA	23.71K	Mar 31, 26	-4.68K	0.06%
ENVESTNET ASSET MANAGEMENT INC	23.39K	Mar 31, 26	+5.08K	0.06%
MetLife Investment Management, LLC	22.00K	Mar 31, 26	+25	0.06%
INDEPENDENT FINANCIAL GROUP, LLC	21.49K	Mar 31, 26	-87.96K	0.06%
State of Alaska, Department of Revenue	19.84K	Mar 31, 26	+255	0.05%
MERCER GLOBAL ADVISORS INC /ADV	19.72K	Mar 31, 26	+615	0.05%
Paradiem, LLC	18.15K	Mar 31, 26	--	0.05%
Dynamic Advisor Solutions LLC	18.11K	Mar 31, 26	+7.93K	0.05%
Integrated Advisors Network LLC	18.07K	Mar 31, 26	--	0.05%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	17.25K	Mar 31, 26	+129	0.05%
Prime Capital Investment Advisors, LLC	16.89K	Mar 31, 26	+11	0.05%
AQR CAPITAL MANAGEMENT LLC	16.75K	Mar 31, 26	+1.79K	0.05%
PenderFund Capital Management Ltd.	16.50K	Mar 31, 26	+16.50K	0.04%
Brookwood Investment Group LLC	16.31K	Mar 31, 26	-48.49K	0.04%
Cerity Partners LLC	16.05K	Mar 31, 26	-10.07K	0.04%
BARCLAYS PLC	15.97K	Mar 31, 26	-61.47K	0.04%
WELLS FARGO & COMPANY/MN	15.94K	Mar 31, 26	-28.50K	0.04%
Sigma Planning Corp	15.83K	Mar 31, 26	-85.95K	0.04%
Beacon Capital Management, LLC	15.73K	Mar 31, 26	-11.83K	0.04%
Resona Asset Management Co.,Ltd.	14.31K	Mar 31, 26	-237	0.04%
Vanguard Global Advisers, LLC	13.84K	Mar 31, 26	+13.84K	0.04%
HighTower Advisors, LLC	13.34K	Mar 31, 26	-401	0.04%
Glass Jacobson Investment Advisors llc	13.21K	Mar 31, 26	-173	0.04%
Daiwa Securities Group Inc.	13.05K	Mar 31, 26	+857	0.04%
AMERIPRISE FINANCIAL INC	13.02K	Mar 31, 26	-429.18K	0.04%
Arkadios Wealth Advisors	12.96K	Mar 31, 26	-1.53K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	12.46K	Mar 31, 26	+12.46K	0.03%
RAYMOND JAMES FINANCIAL INC	12.44K	Mar 31, 26	+661	0.03%
Creative Planning	12.35K	Mar 31, 26	+1.09K	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11.93K	Mar 31, 26	-5.02K	0.03%
Advisory Services Network, LLC	11.62K	Mar 31, 26	+71	0.03%
LEVEL FOUR ADVISORY SERVICES, LLC	11.46K	Mar 31, 26	-13.69K	0.03%
HARBOUR INVESTMENTS, INC.	11.45K	Mar 31, 26	-7.31K	0.03%
StoneX Group Inc.	11.25K	Mar 31, 26	+11.25K	0.03%
WCG Wealth Advisors LLC	11.17K	Mar 31, 26	+11.17K	0.03%
CI Private Wealth, LLC	10.97K	Mar 31, 26	+10.97K	0.03%
Concorde Asset Management, LLC	10.75K	Mar 31, 26	-30.36K	0.03%
CENTAURUS FINANCIAL, INC.	10.65K	Mar 31, 26	-1.32M	0.03%
Police & Firemen's Retirement System of New Jersey	10.61K	Mar 31, 26	--	0.03%
NEW YORK STATE COMMON RETIREMENT FUND	10.61K	Mar 31, 26	--	0.03%
MBL Wealth, LLC	10.59K	Mar 31, 26	--	0.03%
Accel Wealth Management	10.35K	Mar 31, 26	-194	0.03%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	10.33K	Mar 31, 26	--	0.03%
LAZARD ASSET MANAGEMENT LLC	10.31K	Mar 31, 26	+10.31K	0.03%
PFG Investments, LLC	10.13K	Mar 31, 26	-1.09K	0.03%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	9.89K	Mar 31, 26	-1.25K	0.03%
Aptus Capital Advisors, LLC	9.77K	Mar 31, 26	-2.12K	0.03%
GUARDIAN WEALTH ADVISORS, LLC / NC	9.74K	Mar 31, 26	-2.14K	0.03%
INTECH INVESTMENT MANAGEMENT LLC	9.65K	Mar 31, 26	-7.49K	0.03%
NISA INVESTMENT ADVISORS, LLC	9.11K	Mar 31, 26	-71	0.02%
GAMMA Investing LLC	9.05K	Mar 31, 26	+51	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	8.57K	Mar 31, 26	-223	0.02%
BNP PARIBAS ARBITRAGE, SNC	7.92K	Mar 31, 26	-3.60K	0.02%
STRS OHIO	6.40K	Mar 31, 26	-454.20K	0.02%
Russell Investments Group, Ltd.	6.12K	Mar 31, 26	-3.46K	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.23K	Mar 31, 26	+369	0.01%
Newbridge Financial Services Group, Inc.	5.03K	Mar 31, 26	--	0.01%
Allworth Financial LP	4.98K	Mar 31, 26	+563	0.01%
ROTHSCHILD INVESTMENT LLC	4.88K	Mar 31, 26	--	0.01%
NewEdge Advisors, LLC	4.60K	Mar 31, 26	-2.39K	0.01%
FMR LLC	4.28K	Mar 31, 26	+32	0.01%
Fortis Group Advisors, LLC	4.22K	Mar 31, 26	-285	0.01%
Farther Finance Advisors, LLC	4.04K	Mar 31, 26	+892	0.01%
Versant Capital Management, Inc	3.75K	Mar 31, 26	+209	0.01%
Financial Gravity Asset Management, Inc.	3.73K	Mar 31, 26	+2.33K	0.01%
Tower Research Capital LLC (TRC)	3.65K	Mar 31, 26	+2.42K	0.01%
Financial Life Planners	3.38K	Mar 31, 26	+3.38K	0.01%
Legal & General Group Plc	3.35K	Mar 31, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	3.27K	Mar 31, 26	+1.61K	0.01%
Steward Partners Investment Advisory, LLC	3.00K	Mar 31, 26	--	0.01%
Ameritas Investment Partners, Inc.	2.99K	Mar 31, 26	--	0.01%
Sunbelt Securities, Inc.	2.63K	Mar 31, 26	+433	0.01%
Geneos Wealth Management Inc.	2.54K	Mar 31, 26	-100	0.01%
TWIN PEAKS WEALTH ADVISORS, LLC	2.19K	Mar 31, 26	+2.19K	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.17K	Mar 31, 26	+75	0.01%
MCF Advisors LLC	2.17K	Mar 31, 26	--	0.01%
SRS Capital Advisors, Inc.	2.07K	Mar 31, 26	-340	0.01%
CITIGROUP INC	2.01K	Mar 31, 26	+654	0.01%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	1.99K	Mar 31, 26	-274	0.01%
Spire Wealth Management	1.97K	Mar 31, 26	--	0.01%
WPG Advisers, LLC	1.61K	Mar 31, 26	--	0.00%
MPWM ADVISORY SOLUTIONS, LLC	1.52K	Mar 31, 26	--	0.00%
Larson Financial Group LLC	1.29K	Mar 31, 26	+358	0.00%
Sterling Capital Management LLC	1.22K	Mar 31, 26	-902	0.00%
Destiny Wealth Partners, LLC	1.12K	Mar 31, 26	+1.12K	0.00%
McIlrath & Eck, LLC	1.07K	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	1.01K	Mar 31, 26	-84	0.00%
SIGNATUREFD, LLC	927	Mar 31, 26	--	0.00%
BOKF, NA	889	Mar 31, 26	--	0.00%
Mosley Wealth Management	847	Mar 31, 26	+847	0.00%
Strategic Wealth Partners, Ltd.	779	Mar 31, 26	-292	0.00%
Sound Income Strategies, LLC	654	Mar 31, 26	-40	0.00%
Horizon Investments, LLC	618	Mar 31, 26	+618	0.00%
TSFG, LLC	612	Mar 31, 26	-1.44K	0.00%
EXCHANGE TRADED CONCEPTS, LLC	583	Mar 31, 26	+583	0.00%
MANNING & NAPIER ADVISORS LLC	533	Mar 31, 26	+533	0.00%
MATHER GROUP, LLC.	530	Mar 31, 26	+530	0.00%
N.E.W. Advisory Services LLC	426	Mar 31, 26	+312	0.00%
Millstone Evans Group, LLC	421	Mar 31, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	416	Mar 31, 26	--	0.00%
Elevated Capital Advisors, LLC	380	Mar 31, 26	--	0.00%
Optiver Holding B.V.	376	Mar 31, 26	+56	0.00%
BFSG, LLC	365	Mar 31, 26	-1.06K	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	316	Mar 31, 26	+237	0.00%
Lloyd Advisory Services, LLC.	297	Mar 31, 26	+297	0.00%
Kingdom Financial Group LLC.	297	Mar 31, 26	-491	0.00%
LOS ANGELES CAPITAL MANAGEMENT LLC	296	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	226	Mar 31, 26	+226	0.00%
SIMPLEX TRADING, LLC	213	Mar 31, 26	-1.12K	0.00%
Rossby Financial, LCC	200	Mar 31, 26	--	0.00%
Triumph Capital Management	186	Mar 31, 26	--	0.00%
Scarborough Advisors, LLC	171	Mar 31, 26	+171	0.00%
Gen-Wealth Partners Inc	131	Mar 31, 26	--	0.00%
Cedar Mountain Advisors, LLC	129	Mar 31, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	124	Mar 31, 26	+124	0.00%
QUADRANT CAPITAL GROUP LLC	114	Mar 31, 26	--	0.00%
GROUP ONE TRADING, L.P.	100	Mar 31, 26	+100	0.00%
Conversant Capital LLC	100	Mar 31, 26	--	0.00%
Key FInancial Inc	80	Mar 31, 26	--	0.00%
MAI Capital Management	72	Mar 31, 26	-12	0.00%
US BANCORP \DE\	68	Mar 31, 26	-51	0.00%
Cornerstone Planning Group LLC	63	Mar 31, 26	--	0.00%
Parkside Financial Bank & Trust	50	Mar 31, 26	--	0.00%
Stone House Investment Management, LLC	48	Mar 31, 26	+48	0.00%
Bare Financial Services, Inc	37	Mar 31, 26	-619	0.00%
ASSETMARK, INC	32	Mar 31, 26	+32	0.00%
Parallel Advisors, LLC	28	Mar 31, 26	+28	0.00%
MASSMUTUAL TRUST CO FSB/ADV	15	Mar 31, 26	+15	0.00%
Caitong International Asset Management Co., Ltd	12	Mar 31, 26	+12	0.00%
Transamerica Financial Advisors, Inc.	11	Mar 31, 26	--	0.00%
IFP Advisors, Inc	10	Mar 31, 26	-2	0.00%
True Wealth Design, LLC	7	Mar 31, 26	--	0.00%
Hughes Financial Services, LLC	2	Mar 31, 26	+2	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	1	Mar 31, 26	--	0.00%
HighPoint Advisor Group LLC	--	Mar 31, 26	-11.54K	--
Choice Wealth Advisors, LLC	--	Mar 31, 26	-23.86K	--
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	--	Mar 31, 26	-20.32K	--
K2 PRINCIPAL FUND, L.P.	--	Mar 31, 26	-209.11K	--
AMALGAMATED BANK	--	Mar 31, 26	-1.16K	--
Verition Fund Management LLC	--	Mar 31, 26	-11.60K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-1.06K	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-16.54K	--
Strategic Advocates LLC	--	Mar 31, 26	-703	--
TCP Asset Management, LLC	--	Mar 31, 26	-85.22K	--
Meixler Investment Management, Ltd.	--	Mar 31, 26	-164.65K	--
VICTORY CAPITAL MANAGEMENT INC	--	Mar 31, 26	-33.76K	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-26.60K	--
J. Goldman & Co LP	--	Mar 31, 26	-952.11K	--
Waverly Advisors, LLC	--	Mar 31, 26	-12.57K	--
RAFFLES ASSOCIATES LP	--	Mar 31, 26	-97.08K	--
ACADIAN ASSET MANAGEMENT LLC	--	Mar 31, 26	-1.96K	--
Clear Harbor Asset Management, LLC	--	Mar 31, 26	-80.68K	--
VOYA INVESTMENT MANAGEMENT LLC	--	Mar 31, 26	-177.75K	--
Whipplewood Advisors, LLC	--	Mar 31, 26	-679	--
MJT & Associates Financial Advisory Group, Inc.	--	Mar 31, 26	-350	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-10.73K	--
Man Group plc	--	Mar 31, 26	-64.75K	--
STATE OF WISCONSIN INVESTMENT BOARD	--	Mar 31, 26	-40.27K	--
CULLEN/FROST BANKERS, INC.	--	Mar 31, 26	-557	--
Strid Group, LLC	--	Mar 31, 26	-17.42K	--
Golden State Wealth Management, LLC	--	Mar 31, 26	-865	--
Decker Retirement Planning Inc.	--	Mar 31, 26	-168	--
XTX Topco Ltd	--	Mar 31, 26	-10.66K	--
Quantbot Technologies LP	--	Mar 31, 26	-9.79K	--
TRUIST FINANCIAL CORP	--	Mar 31, 26	-11.74K	--
Jump Financial, LLC	--	Mar 31, 26	-29.42K	--
State of Wyoming	--	Mar 31, 26	-20.38K	--
CAPTRUST FINANCIAL ADVISORS	--	Mar 31, 26	-74.33K	--
VANGUARD GROUP INC	3.59M	Dec 31, 25	+5.00K	9.65%
NORGES BANK	93.50K	Dec 31, 25	+93.50K	0.25%
Quest Partners LLC	8.54K	Dec 31, 25	--	0.02%
SageView Advisory Group, LLC	7.34K	Dec 31, 25	+7.34K	0.02%
Global Retirement Partners, LLC	2.17K	Dec 31, 25	+1	0.01%
ORG Partners LLC	787	Dec 31, 25	--	0.00%
TUCKER ASSET MANAGEMENT LLC	170	Dec 31, 25	+170	0.00%
CIBC Private Wealth Group, LLC	1	Dec 31, 25	--	0.00%
Northwest Capital Management Inc	--	Dec 31, 25	-280	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-164	--
Arkhouse Management Co. LP	38.21K	Sep 30, 25	+38.21K	0.10%
Promus Capital, LLC	1.39K	Sep 30, 25	+1.39K	0.00%
Gitterman Wealth Management, LLC	--	Sep 30, 25	-837	--
My Legacy Advisors, LLC	15.30K	Jun 30, 25	-9.18K	0.04%
Financial Gravity Companies, Inc.	4.34K	Jun 30, 25	+4.34K	0.01%
Semmax Financial Advisors Inc.	431	Jun 30, 25	--	0.00%
Orion Portfolio Solutions, LLC	15.48K	Mar 31, 25	+21	0.04%
Lindbrook Capital, LLC	217	Mar 31, 25	+217	0.00%
Nuveen Asset Management, LLC	92.50K	Dec 31, 24	--	0.25%
Householder Group Estate & Retirement Specialist, LLC	1.72K	Dec 31, 24	-5.90K	0.00%
Sugarloaf Wealth Management, LLC	1.45K	Dec 31, 24	-1.93K	0.00%
Sanctuary Wealth Management, L.L.C.	1	Dec 31, 24	--	0.00%
BlackRock Inc.	2.73M	Jun 30, 24	+59.86K	7.34%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-2.92K	--
Vantage Financial Partners Ltd., Inc.	--	Jun 30, 24	-11.13K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	--	Jun 30, 24	-485	--
Cetera Advisors LLC	108.15K	Mar 31, 24	+43.92K	0.29%
Cetera Advisor Networks LLC	42.04K	Mar 31, 24	+11.30K	0.11%
CREDIT SUISSE AG/	34.20K	Mar 31, 24	+2.86K	0.09%
Van Leeuwen & Company, LLC	25.09K	Mar 31, 24	-713	0.07%
InterOcean Capital Group, LLC	24.01K	Mar 31, 24	-332	0.06%
Coppell Advisory Solutions Corp.	17.73K	Mar 31, 24	+17.73K	0.05%
FirstPurpose Wealth LLC	15.13K	Mar 31, 24	-2.49K	0.04%
Retirement Group, LLC	203	Mar 31, 24	--	0.00%
CAMBRIDGE TRUST CO	--	Mar 31, 24	-449	--
Simplicity Solutions, LLC	11.16K	Dec 31, 23	+11.16K	0.03%
Wealth Enhancement & Preservation of GA, LLC	15.39K	Jun 30, 23	+15.39K	0.04%
BerganKDV Wealth Management, LLC	228	Jun 30, 23	+228	0.00%
BDO Wealth Advisors, LLC	160	Jun 30, 23	+160	0.00%

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Holder

Date

Change

% Held

BlackRock, Inc.

3.07M

Mar 31, 26

-289.96K

8.25%

FIL Ltd

1.49M

Mar 31, 26

+1.49M

4.00%

GLAZER CAPITAL, LLC

1.48M

Mar 31, 26

+1.48M

3.99%

GEODE CAPITAL MANAGEMENT, LLC

954.33K

Mar 31, 26

+15.92K

2.57%

BALYASNY ASSET MANAGEMENT L.P.

832.04K

Mar 31, 26

+832.04K

2.24%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

803.99K

Mar 31, 26

-124.59K

2.16%

STATE STREET CORP

756.53K

Mar 31, 26

-18.07K

2.03%

Irenic Capital Management LP

674.70K

Mar 31, 26

+337.88K

1.81%

Capula Management Ltd

531.51K

Mar 31, 26

+531.51K

1.43%

JPMORGAN CHASE & CO

531.18K

Mar 31, 26

+492.48K

1.43%

WATER ISLAND CAPITAL LLC

503.58K

Mar 31, 26

+503.58K

1.35%

Qube Research & Technologies Ltd

483.96K

Mar 31, 26

+483.96K

1.30%

TCW GROUP INC

479.40K

Mar 31, 26

+5.60K

1.29%

MILLENNIUM MANAGEMENT LLC

443.62K

Mar 31, 26

+317.49K

1.19%

GARDNER LEWIS ASSET MANAGEMENT L P

383.63K

Mar 31, 26

+383.63K

1.03%

GOLDMAN SACHS GROUP INC

374.14K

Mar 31, 26

+228.24K

1.01%

NORTHERN TRUST CORP

288.79K

Mar 31, 26

+18.39K

0.78%

MORGAN STANLEY

275.42K

Mar 31, 26

-2.23M

0.74%

Squarepoint Ops LLC

255.05K

Mar 31, 26

+255.05K

0.69%

OMERS ADMINISTRATION Corp

254.20K

Mar 31, 26

+254.20K

0.68%

HRT FINANCIAL LP

250.50K

Mar 31, 26

+204.83K

0.67%

SOROS FUND MANAGEMENT LLC

247.80K

Mar 31, 26

+247.80K

0.67%

AQR Arbitrage LLC

241.57K

Mar 31, 26

+241.57K

0.65%

VANGUARD FIDUCIARY TRUST CO

219.85K

Mar 31, 26

+219.85K

0.59%

LPL Financial LLC

209.62K

Mar 31, 26

-69.15K

0.56%

PRELUDE CAPITAL MANAGEMENT, LLC

186.95K

Mar 31, 26

+186.95K

0.50%

CREDIT INDUSTRIEL ET COMMERCIAL

180.00K

Mar 31, 26

+180.00K

0.48%

GABELLI FUNDS LLC

158.40K

Mar 31, 26

+158.40K

0.43%

Bank of New York Mellon Corp

153.49K

Mar 31, 26

+22

0.41%

First Trust Capital Management L.P.

121.39K

Mar 31, 26

+121.39K

0.33%

JANE STREET GROUP, LLC

105.57K

Mar 31, 26

-77.21K

0.28%

ALPINE ASSOCIATES MANAGEMENT INC.

94.50K

Mar 31, 26

+94.50K

0.25%

CITADEL ADVISORS LLC

92.86K

Mar 31, 26

-4.98K

0.25%

Cetera Investment Advisers

91.01K

Mar 31, 26

-37.81K

0.24%

Polar Asset Management Partners Inc.

85.00K

Mar 31, 26

+85.00K

0.23%

GABELLI & Co INVESTMENT ADVISERS, INC.

75.75K

Mar 31, 26

+75.75K

0.20%

Cambridge Investment Research Advisors, Inc.

75.52K

Mar 31, 26

-126.55K

0.20%

Nuveen, LLC

73.94K

Mar 31, 26

-2.80K

0.20%

TWO SIGMA INVESTMENTS, LP

71.54K

Mar 31, 26

+71.54K

0.19%

ADVISOR GROUP HOLDINGS, INC.

66.21K

Mar 31, 26

-71.61K

0.18%

Quantinno Capital Management LP

61.85K

Mar 31, 26

+4.08K

0.17%

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

60.73K

Mar 31, 26

+60.73K

0.16%

COMMONWEALTH EQUITY SERVICES, LLC

57.75K

Mar 31, 26

-28.85K

0.16%

Invesco Ltd.

56.87K

Mar 31, 26

-1.13K

0.15%

D. E. Shaw & Co., Inc.

56.67K

Mar 31, 26

+46.17K

0.15%

CWM, LLC

54.44K

Mar 31, 26

+181

0.15%

NOMURA ASSET MANAGEMENT CO LTD

52.00K

Mar 31, 26

+700

0.14%

LMR Partners LLP

51.54K

Mar 31, 26

+51.54K

0.14%

UBS Group AG

51.26K

Mar 31, 26

-90.00K

0.14%

RHUMBLINE ADVISERS

50.55K

Mar 31, 26

+338

0.14%

HARVEST MANAGEMENT LLC

50.00K

Mar 31, 26

+50.00K

0.13%

Point72 Asset Management, L.P.

47.86K

Mar 31, 26

+31.13K

0.13%

Kestra Advisory Services, LLC

46.39K

Mar 31, 26

-7.46K

0.12%

Asset Management One Co., Ltd.

45.36K

Mar 31, 26

-1.12K

0.12%

BANK OF AMERICA CORP /DE/

42.92K

Mar 31, 26

+924

0.12%

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

42.00K

Mar 31, 26

+29.19K

0.11%

ABC ARBITRAGE SA

41.86K

Mar 31, 26

+41.86K

0.11%

Sumitomo Mitsui Trust Holdings, Inc.

41.06K

Mar 31, 26

-634

0.11%

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

40.00K

Mar 31, 26

-56.40K

0.11%

J.W. COLE ADVISORS, INC.

37.77K

Mar 31, 26

-2.06K

0.10%

PRIVATE MANAGEMENT GROUP INC

36.58K

Mar 31, 26

-111.12K

0.10%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

33.12K

Mar 31, 26

+33.12K

0.09%

DEUTSCHE BANK AG\

30.22K

Mar 31, 26

+4.27K

0.08%

DIMENSIONAL FUND ADVISORS LP

29.67K

Mar 31, 26

-194.10K

0.08%

PRICE T ROWE ASSOCIATES INC /MD/

28.03K

Mar 31, 26

+6.16K

0.08%

ALLIANCEBERNSTEIN L.P.

27.59K

Mar 31, 26

-10.00K

0.07%

Susquehanna Portfolio Strategies, LLC

27.24K

Mar 31, 26

+10.64K

0.07%

Mitsubishi UFJ Kokusai Asset Management Co., Ltd.

26.51K

Mar 31, 26

0.07%

Allianz Asset Management GmbH

25.22K

Mar 31, 26

+25.22K

0.07%

ROYAL BANK OF CANADA

23.71K

Mar 31, 26

-4.68K

0.06%

ENVESTNET ASSET MANAGEMENT INC

23.39K

Mar 31, 26

+5.08K

0.06%

MetLife Investment Management, LLC

22.00K

Mar 31, 26

+25

0.06%

INDEPENDENT FINANCIAL GROUP, LLC

21.49K

Mar 31, 26

-87.96K

0.06%

State of Alaska, Department of Revenue

19.84K

Mar 31, 26

+255

0.05%

MERCER GLOBAL ADVISORS INC /ADV

19.72K

Mar 31, 26

+615

0.05%

Paradiem, LLC

18.15K

Mar 31, 26

0.05%

Dynamic Advisor Solutions LLC

18.11K

Mar 31, 26

+7.93K

0.05%

Integrated Advisors Network LLC

18.07K

Mar 31, 26

0.05%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

17.25K

Mar 31, 26

+129

0.05%

Prime Capital Investment Advisors, LLC

16.89K

Mar 31, 26

+11

0.05%

AQR CAPITAL MANAGEMENT LLC

16.75K

Mar 31, 26

+1.79K

0.05%

PenderFund Capital Management Ltd.

16.50K

Mar 31, 26

+16.50K

0.04%

Brookwood Investment Group LLC

16.31K

Mar 31, 26

-48.49K

0.04%

Cerity Partners LLC

16.05K

Mar 31, 26

-10.07K

0.04%

BARCLAYS PLC

15.97K

Mar 31, 26

-61.47K

0.04%

WELLS FARGO & COMPANY/MN

15.94K

Mar 31, 26

-28.50K

0.04%

Sigma Planning Corp

15.83K

Mar 31, 26

-85.95K

0.04%

Beacon Capital Management, LLC

15.73K

Mar 31, 26

-11.83K

0.04%

Resona Asset Management Co.,Ltd.

14.31K

Mar 31, 26

-237

0.04%

Vanguard Global Advisers, LLC

13.84K

Mar 31, 26

+13.84K

0.04%

HighTower Advisors, LLC

13.34K

Mar 31, 26

-401

0.04%

Glass Jacobson Investment Advisors llc

13.21K

Mar 31, 26

-173

0.04%

Daiwa Securities Group Inc.

13.05K

Mar 31, 26

+857

0.04%

AMERIPRISE FINANCIAL INC

13.02K

Mar 31, 26

-429.18K

0.04%

Arkadios Wealth Advisors

12.96K

Mar 31, 26

-1.53K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

12.46K

Mar 31, 26

+12.46K

0.03%

RAYMOND JAMES FINANCIAL INC

12.44K

Mar 31, 26

+661

0.03%

Creative Planning

12.35K

Mar 31, 26

+1.09K

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

11.93K

Mar 31, 26

-5.02K

0.03%

Advisory Services Network, LLC

11.62K

Mar 31, 26

+71

0.03%

LEVEL FOUR ADVISORY SERVICES, LLC

11.46K

Mar 31, 26

-13.69K

0.03%

HARBOUR INVESTMENTS, INC.

11.45K

Mar 31, 26

-7.31K

0.03%

StoneX Group Inc.

11.25K

Mar 31, 26

+11.25K

0.03%

WCG Wealth Advisors LLC

11.17K

Mar 31, 26

+11.17K

0.03%

CI Private Wealth, LLC

10.97K

Mar 31, 26

+10.97K

0.03%

Concorde Asset Management, LLC

10.75K

Mar 31, 26

-30.36K

0.03%

CENTAURUS FINANCIAL, INC.

10.65K

Mar 31, 26

-1.32M

0.03%

Police & Firemen's Retirement System of New Jersey

10.61K

Mar 31, 26

0.03%

NEW YORK STATE COMMON RETIREMENT FUND

10.61K

Mar 31, 26

0.03%

MBL Wealth, LLC

10.59K

Mar 31, 26

0.03%

Accel Wealth Management

10.35K

Mar 31, 26

-194

0.03%

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

10.33K

Mar 31, 26

0.03%

LAZARD ASSET MANAGEMENT LLC

10.31K

Mar 31, 26

+10.31K

0.03%

PFG Investments, LLC

10.13K

Mar 31, 26

-1.09K

0.03%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

9.89K

Mar 31, 26

-1.25K

0.03%

Aptus Capital Advisors, LLC

9.77K

Mar 31, 26

-2.12K

0.03%

GUARDIAN WEALTH ADVISORS, LLC / NC

9.74K

Mar 31, 26

-2.14K

0.03%

INTECH INVESTMENT MANAGEMENT LLC

9.65K

Mar 31, 26

-7.49K

0.03%

NISA INVESTMENT ADVISORS, LLC

9.11K

Mar 31, 26

-71

0.02%

GAMMA Investing LLC

9.05K

Mar 31, 26

+51

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

8.57K

Mar 31, 26

-223

0.02%

BNP PARIBAS ARBITRAGE, SNC

7.92K

Mar 31, 26

-3.60K

0.02%

STRS OHIO

6.40K

Mar 31, 26

-454.20K

0.02%

Russell Investments Group, Ltd.

6.12K

Mar 31, 26

-3.46K

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

5.23K

Mar 31, 26

+369

0.01%

Newbridge Financial Services Group, Inc.

5.03K

Mar 31, 26

0.01%

Allworth Financial LP

4.98K

Mar 31, 26

+563

0.01%

ROTHSCHILD INVESTMENT LLC

4.88K

Mar 31, 26

0.01%

NewEdge Advisors, LLC

4.60K

Mar 31, 26

-2.39K

0.01%

FMR LLC

4.28K

Mar 31, 26

+32

0.01%

Fortis Group Advisors, LLC

4.22K

Mar 31, 26

-285

0.01%

Farther Finance Advisors, LLC

4.04K

Mar 31, 26

+892

0.01%

Versant Capital Management, Inc

3.75K

Mar 31, 26

+209

0.01%

Financial Gravity Asset Management, Inc.

3.73K

Mar 31, 26

+2.33K

0.01%

Tower Research Capital LLC (TRC)

3.65K

Mar 31, 26

+2.42K

0.01%

Financial Life Planners

3.38K

Mar 31, 26

+3.38K

0.01%

Legal & General Group Plc

3.35K

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

3.27K

Mar 31, 26

+1.61K

0.01%

Steward Partners Investment Advisory, LLC

3.00K

Mar 31, 26

0.01%

Ameritas Investment Partners, Inc.

2.99K

Mar 31, 26

0.01%

Sunbelt Securities, Inc.

2.63K

Mar 31, 26

+433

0.01%

Geneos Wealth Management Inc.

2.54K

Mar 31, 26

-100

0.01%

TWIN PEAKS WEALTH ADVISORS, LLC

2.19K

Mar 31, 26

+2.19K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.17K

Mar 31, 26

+75

0.01%

MCF Advisors LLC

2.17K

Mar 31, 26

0.01%

SRS Capital Advisors, Inc.

2.07K

Mar 31, 26

-340

0.01%

CITIGROUP INC

2.01K

Mar 31, 26

+654

0.01%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

1.99K

Mar 31, 26

-274

0.01%

Spire Wealth Management

1.97K

Mar 31, 26

0.01%

WPG Advisers, LLC

1.61K

Mar 31, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

1.52K

Mar 31, 26

0.00%

Larson Financial Group LLC

1.29K

Mar 31, 26

+358

0.00%

Sterling Capital Management LLC

1.22K

Mar 31, 26

-902

0.00%

Destiny Wealth Partners, LLC

1.12K

Mar 31, 26

+1.12K

0.00%

McIlrath & Eck, LLC

1.07K

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

1.01K

Mar 31, 26

-84

0.00%

SIGNATUREFD, LLC

927

Mar 31, 26

0.00%

BOKF, NA

889

Mar 31, 26

0.00%

Mosley Wealth Management

847

Mar 31, 26

+847

0.00%

Strategic Wealth Partners, Ltd.

779

Mar 31, 26

-292

0.00%

Sound Income Strategies, LLC

654

Mar 31, 26

-40

0.00%

Horizon Investments, LLC

618

Mar 31, 26

+618

0.00%

TSFG, LLC

612

Mar 31, 26

-1.44K

0.00%

EXCHANGE TRADED CONCEPTS, LLC

583

Mar 31, 26

+583

0.00%

MANNING & NAPIER ADVISORS LLC

533

Mar 31, 26

+533

0.00%

MATHER GROUP, LLC.

530

Mar 31, 26

+530

0.00%

N.E.W. Advisory Services LLC

426

Mar 31, 26

+312

0.00%

Millstone Evans Group, LLC

421

Mar 31, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

416

Mar 31, 26

0.00%

Elevated Capital Advisors, LLC

380

Mar 31, 26

0.00%

Optiver Holding B.V.

376

Mar 31, 26

+56

0.00%

BFSG, LLC

365

Mar 31, 26

-1.06K

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

316

Mar 31, 26

+237

0.00%

Lloyd Advisory Services, LLC.

297

Mar 31, 26

+297

0.00%

Kingdom Financial Group LLC.

297

Mar 31, 26

-491

0.00%

LOS ANGELES CAPITAL MANAGEMENT LLC

296

Mar 31, 26

0.00%

Western Wealth Management, LLC

226

Mar 31, 26

+226

0.00%

SIMPLEX TRADING, LLC

213

Mar 31, 26

-1.12K

0.00%

Rossby Financial, LCC

200

Mar 31, 26

0.00%

Triumph Capital Management

186

Mar 31, 26

0.00%

Scarborough Advisors, LLC

171

Mar 31, 26

+171

0.00%

Gen-Wealth Partners Inc

131

Mar 31, 26

0.00%

Cedar Mountain Advisors, LLC

129

Mar 31, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

124

Mar 31, 26

+124

0.00%

QUADRANT CAPITAL GROUP LLC

114

Mar 31, 26

0.00%

GROUP ONE TRADING, L.P.

100

Mar 31, 26

+100

0.00%

Conversant Capital LLC

100

Mar 31, 26

0.00%

Key FInancial Inc

Mar 31, 26

0.00%

MAI Capital Management

Mar 31, 26

-12

0.00%

US BANCORP \DE\

Mar 31, 26

-51

0.00%

Cornerstone Planning Group LLC

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

Mar 31, 26

0.00%

Stone House Investment Management, LLC

Mar 31, 26

+48

0.00%

Bare Financial Services, Inc

Mar 31, 26

-619

0.00%

ASSETMARK, INC

Mar 31, 26

+32

0.00%

Parallel Advisors, LLC

Mar 31, 26

+28

0.00%

MASSMUTUAL TRUST CO FSB/ADV

Mar 31, 26

+15

0.00%

Caitong International Asset Management Co., Ltd

Mar 31, 26

+12

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

0.00%

IFP Advisors, Inc

Mar 31, 26

-2

0.00%

True Wealth Design, LLC

Mar 31, 26

0.00%

Hughes Financial Services, LLC

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

Dunhill Financial, LLC

Mar 31, 26

0.00%

HighPoint Advisor Group LLC

Mar 31, 26

-11.54K

Choice Wealth Advisors, LLC

Mar 31, 26

-23.86K

SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

Mar 31, 26

-20.32K

K2 PRINCIPAL FUND, L.P.

Mar 31, 26

-209.11K

AMALGAMATED BANK

Mar 31, 26

-1.16K

Verition Fund Management LLC

Mar 31, 26

-11.60K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-1.06K

Coppell Advisory Solutions LLC

Mar 31, 26

-16.54K

Strategic Advocates LLC

Mar 31, 26

-703

TCP Asset Management, LLC

Mar 31, 26

-85.22K

Meixler Investment Management, Ltd.

Mar 31, 26

-164.65K

VICTORY CAPITAL MANAGEMENT INC

Mar 31, 26

-33.76K

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-26.60K

J. Goldman & Co LP

Mar 31, 26

-952.11K

Waverly Advisors, LLC

Mar 31, 26

-12.57K

RAFFLES ASSOCIATES LP

Mar 31, 26

-97.08K

ACADIAN ASSET MANAGEMENT LLC

Mar 31, 26

-1.96K

Clear Harbor Asset Management, LLC

Mar 31, 26

-80.68K

VOYA INVESTMENT MANAGEMENT LLC

Mar 31, 26

-177.75K

Whipplewood Advisors, LLC

Mar 31, 26

-679

MJT & Associates Financial Advisory Group, Inc.

Mar 31, 26

-350

Brinker Capital Investments, LLC

Mar 31, 26

-10.73K

Man Group plc

Mar 31, 26

-64.75K

STATE OF WISCONSIN INVESTMENT BOARD

Mar 31, 26

-40.27K

CULLEN/FROST BANKERS, INC.

Mar 31, 26

-557

Strid Group, LLC

Mar 31, 26

-17.42K

Golden State Wealth Management, LLC

Mar 31, 26

-865

Decker Retirement Planning Inc.

Mar 31, 26

-168

XTX Topco Ltd

Mar 31, 26

-10.66K

Quantbot Technologies LP

Mar 31, 26

-9.79K

TRUIST FINANCIAL CORP

Mar 31, 26

-11.74K

Jump Financial, LLC

Mar 31, 26

-29.42K

State of Wyoming

Mar 31, 26

-20.38K

CAPTRUST FINANCIAL ADVISORS

Mar 31, 26

-74.33K

VANGUARD GROUP INC

3.59M

Dec 31, 25

+5.00K

9.65%

NORGES BANK

93.50K

Dec 31, 25

+93.50K

0.25%

Quest Partners LLC

8.54K

Dec 31, 25

0.02%

SageView Advisory Group, LLC

7.34K

Dec 31, 25

+7.34K

0.02%

Global Retirement Partners, LLC

2.17K

Dec 31, 25

0.01%

ORG Partners LLC

787

Dec 31, 25

0.00%

TUCKER ASSET MANAGEMENT LLC

170

Dec 31, 25

+170

0.00%

CIBC Private Wealth Group, LLC

Dec 31, 25

0.00%

Northwest Capital Management Inc

Dec 31, 25

-280

GPS Wealth Strategies Group, LLC

Dec 31, 25

-164

Arkhouse Management Co. LP

38.21K

Sep 30, 25

+38.21K

0.10%

Promus Capital, LLC

1.39K

Sep 30, 25

+1.39K

0.00%

Gitterman Wealth Management, LLC

Sep 30, 25

-837

My Legacy Advisors, LLC

15.30K

Jun 30, 25

-9.18K

0.04%

Financial Gravity Companies, Inc.

4.34K

Jun 30, 25

+4.34K

0.01%

Semmax Financial Advisors Inc.

431

Jun 30, 25

0.00%

Orion Portfolio Solutions, LLC

15.48K

Mar 31, 25

+21

0.04%

Lindbrook Capital, LLC

217

Mar 31, 25

+217

0.00%

Nuveen Asset Management, LLC

92.50K

Dec 31, 24

0.25%

Householder Group Estate & Retirement Specialist, LLC

1.72K

Dec 31, 24

-5.90K

0.00%

Sugarloaf Wealth Management, LLC

1.45K

Dec 31, 24

-1.93K

0.00%

Sanctuary Wealth Management, L.L.C.

Dec 31, 24

0.00%

BlackRock Inc.

2.73M

Jun 30, 24

+59.86K

7.34%

ICA Group Wealth Management, LLC

Jun 30, 24

-2.92K

Vantage Financial Partners Ltd., Inc.

Jun 30, 24

-11.13K

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

-485

Cetera Advisors LLC

108.15K

Mar 31, 24

+43.92K

0.29%

Cetera Advisor Networks LLC

42.04K

Mar 31, 24

+11.30K

0.11%

CREDIT SUISSE AG/

34.20K

Mar 31, 24

+2.86K

0.09%

Van Leeuwen & Company, LLC

25.09K

Mar 31, 24

-713

0.07%

InterOcean Capital Group, LLC

24.01K

Mar 31, 24

-332

0.06%

Coppell Advisory Solutions Corp.

17.73K

Mar 31, 24

+17.73K

0.05%

FirstPurpose Wealth LLC

15.13K

Mar 31, 24

-2.49K

0.04%

Retirement Group, LLC

203

Mar 31, 24

0.00%

CAMBRIDGE TRUST CO

Mar 31, 24

-449

Simplicity Solutions, LLC

11.16K

Dec 31, 23

+11.16K

0.03%

Wealth Enhancement & Preservation of GA, LLC

15.39K

Jun 30, 23

+15.39K

0.04%

BerganKDV Wealth Management, LLC

228

Jun 30, 23

+228

0.00%

BDO Wealth Advisors, LLC

160

Jun 30, 23

+160

0.00%