Invesco BuyBack Achievers ETF(PKW)

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Invesco BuyBack Achievers ETF(PKW)

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$143.03—

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PKW(PKW)

PKW

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Institutional Ownership

Top 324 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	841.99K	Mar 31, 26	-23.97K	7.47%
LPL Financial LLC	455.89K	Mar 31, 26	-7.42K	4.04%
WELLS FARGO & COMPANY/MN	369.84K	Mar 31, 26	-2.58K	3.28%
MORGAN STANLEY	344.01K	Mar 31, 26	+4.11K	3.05%
RAYMOND JAMES FINANCIAL INC	221.09K	Mar 31, 26	-5.55K	1.96%
STIFEL FINANCIAL CORP	193.75K	Mar 31, 26	+175.93K	1.72%
UBS Group AG	173.84K	Mar 31, 26	+62.49K	1.54%
Cambridge Investment Research Advisors, Inc.	106.06K	Mar 31, 26	+22.74K	0.94%
Curtis Advisory Group, LLC	82.56K	Mar 31, 26	+735	0.73%
Mariner, LLC	81.98K	Mar 31, 26	+388	0.73%
Koshinski Asset Management, Inc.	79.53K	Mar 31, 26	+9.34K	0.71%
Triton Wealth Management, PLLC	72.05K	Mar 31, 26	+1.12K	0.64%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	71.07K	Mar 31, 26	+2.66K	0.63%
ENVESTNET ASSET MANAGEMENT INC	70.52K	Mar 31, 26	+17.87K	0.63%
TRUIST FINANCIAL CORP	68.77K	Mar 31, 26	+13.90K	0.61%
Resonant Capital Advisors, LLC	61.41K	Mar 31, 26	+1.41K	0.54%
Cetera Investment Advisers	61.13K	Mar 31, 26	+3.52K	0.54%
Legacy Capital Wealth Partners, LLC	58.76K	Mar 31, 26	+3	0.52%
ADVISOR GROUP HOLDINGS, INC.	52.31K	Mar 31, 26	-542	0.46%
Sovran Advisors, LLC	51.54K	Mar 31, 26	-12.23K	0.46%
ROYAL BANK OF CANADA	50.42K	Mar 31, 26	+770	0.45%
Waverly Advisors, LLC	50.41K	Mar 31, 26	+1.52K	0.45%
Prime Capital Investment Advisors, LLC	48.38K	Mar 31, 26	+1.43K	0.43%
COMMONWEALTH EQUITY SERVICES, LLC	48.37K	Mar 31, 26	-761	0.43%
CAHILL FINANCIAL ADVISORS INC	47.25K	Mar 31, 26	-475	0.42%
Equitable Holdings, Inc.	46.81K	Mar 31, 26	+2.87K	0.42%
FMR LLC	43.06K	Mar 31, 26	+810	0.38%
Hudock, Inc.	42.15K	Mar 31, 26	+358	0.37%
TWO SIGMA INVESTMENTS, LP	38.49K	Mar 31, 26	+38.49K	0.34%
Steward Partners Investment Advisory, LLC	37.69K	Mar 31, 26	+13.50K	0.33%
THOROUGHBRED FINANCIAL SERVICES, LLC	37.28K	Mar 31, 26	+920	0.33%
AMERIPRISE FINANCIAL INC	36.33K	Mar 31, 26	+2.06K	0.32%
JPMORGAN CHASE & CO	34.43K	Mar 31, 26	+1.45K	0.31%
Private Advisor Group, LLC	33.99K	Mar 31, 26	+495	0.30%
Cornerstone Wealth Management, LLC	32.26K	Mar 31, 26	+2.62K	0.29%
JONES FINANCIAL COMPANIES LLLP	31.99K	Mar 31, 26	+6.11K	0.28%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	31.88K	Mar 31, 26	-6.29K	0.28%
Total Clarity Wealth Management, Inc.	29.57K	Mar 31, 26	+27.26K	0.26%
Kestra Advisory Services, LLC	28.72K	Mar 31, 26	-3.02K	0.25%
GHP Investment Advisors, Inc.	25.50K	Mar 31, 26	-139	0.23%
Colony Group, LLC	24.80K	Mar 31, 26	+8.70K	0.22%
Smart Portfolios, LLC	23.29K	Mar 31, 26	+540	0.21%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	23.13K	Mar 31, 26	+19.89K	0.21%
Breakwater Capital Group	21.09K	Mar 31, 26	+589	0.19%
Pacific Wealth Strategies Group, Inc.	20.50K	Mar 31, 26	-756	0.18%
HighTower Advisors, LLC	19.89K	Mar 31, 26	-72	0.18%
Creative Planning	18.70K	Mar 31, 26	-633	0.17%
FLAGSHIP HARBOR ADVISORS, LLC	18.33K	Mar 31, 26	--	0.16%
Fortis Group Advisors, LLC	18.07K	Mar 31, 26	-1.60K	0.16%
J.W. COLE ADVISORS, INC.	17.61K	Mar 31, 26	-75	0.16%
MML INVESTORS SERVICES, LLC	16.45K	Mar 31, 26	+3.57K	0.15%
Stegent Equity Advisors, Inc.	16.25K	Mar 31, 26	+2.20K	0.14%
Essex Financial Services, Inc.	16.21K	Mar 31, 26	+63	0.14%
Madison Asset Management, LLC	15.84K	Mar 31, 26	--	0.14%
PACIFIC SUN FINANCIAL CORP	15.80K	Mar 31, 26	+380	0.14%
SCOTIA CAPITAL INC.	15.41K	Mar 31, 26	-71	0.14%
Carnegie Capital Asset Management, LLC	15.18K	Mar 31, 26	-50	0.13%
Farther Finance Advisors, LLC	14.24K	Mar 31, 26	+6.50K	0.13%
BANK OF MONTREAL /CAN/	13.50K	Mar 31, 26	+1.92K	0.12%
NewEdge Advisors, LLC	13.32K	Mar 31, 26	-5.49K	0.12%
WIN ADVISORS, INC	12.01K	Mar 31, 26	+12.01K	0.11%
H&H Retirement Design & Management INC	11.91K	Mar 31, 26	-461	0.11%
GOLDMAN SACHS GROUP INC	11.62K	Mar 31, 26	+11.62K	0.10%
Tempus Wealth Planning, LLC	11.09K	Mar 31, 26	+149	0.10%
CITIGROUP INC	11.06K	Mar 31, 26	-3.90K	0.10%
SILVER OAK SECURITIES, INCORPORATED	11.01K	Mar 31, 26	+11.01K	0.10%
BankPlus Trust Department	10.04K	Mar 31, 26	-332	0.09%
Belpointe Asset Management LLC	9.91K	Mar 31, 26	+645	0.09%
Holistic Planning, LLC	9.69K	Mar 31, 26	-89	0.09%
Bank of New York Mellon Corp	9.66K	Mar 31, 26	-606	0.09%
WHITTIER TRUST CO OF NEVADA INC	9.60K	Mar 31, 26	--	0.09%
NorthCrest Asset Manangement, LLC	9.58K	Mar 31, 26	-4.75K	0.08%
Argent Trust Co	9.41K	Mar 31, 26	--	0.08%
Kendall Capital Management	9.27K	Mar 31, 26	+1.18K	0.08%
Banque de Luxembourg S.A.	9.23K	Mar 31, 26	-2.70K	0.08%
Tradition Wealth Management, LLC	9.22K	Mar 31, 26	-17	0.08%
CI Private Wealth, LLC	9.00K	Mar 31, 26	-4	0.08%
ROMAN BUTLER FULLERTON & CO	8.95K	Mar 31, 26	+3	0.08%
Destiny Wealth Partners, LLC	8.62K	Mar 31, 26	--	0.08%
Integrated Wealth Concepts LLC	8.47K	Mar 31, 26	+8.47K	0.08%
HAZLETT, BURT & WATSON, INC.	8.43K	Mar 31, 26	+300	0.07%
Independent Family Office, LLC	8.41K	Mar 31, 26	--	0.07%
Gator Capital Management, LLC	8.18K	Mar 31, 26	--	0.07%
Summit Financial, LLC	7.91K	Mar 31, 26	-74	0.07%
WILEY BROS.-AINTREE CAPITAL, LLC	7.55K	Mar 31, 26	+887	0.07%
Wedmont Private Capital	7.05K	Mar 31, 26	+7.05K	0.06%
CIBC WORLD MARKET INC.	7.03K	Mar 31, 26	-142	0.06%
Collaborative Wealth Managment Inc.	6.96K	Mar 31, 26	--	0.06%
S.A. Mason LLC	6.70K	Mar 31, 26	-20	0.06%
Quantinno Capital Management LP	6.70K	Mar 31, 26	+123	0.06%
Stratos Wealth Partners, LTD.	6.65K	Mar 31, 26	+1	0.06%
Sanctuary Advisors, LLC	6.43K	Mar 31, 26	+4.44K	0.06%
CALIBER WEALTH MANAGEMENT, LLC / KS	6.33K	Mar 31, 26	--	0.06%
HighPoint Advisor Group LLC	6.24K	Mar 31, 26	+175	0.06%
Del-Sette Capital Management, LLC	6.21K	Mar 31, 26	-202	0.06%
Ancora Advisors, LLC	6.21K	Mar 31, 26	+600	0.06%
MAI Capital Management	6.07K	Mar 31, 26	+117	0.05%
Geneos Wealth Management Inc.	6.05K	Mar 31, 26	+3.83K	0.05%
MERCER GLOBAL ADVISORS INC /ADV	6.01K	Mar 31, 26	-1.45K	0.05%
Tower Research Capital LLC (TRC)	5.93K	Mar 31, 26	+5.93K	0.05%
CITADEL ADVISORS LLC	5.55K	Mar 31, 26	+5.55K	0.05%
CALTON & ASSOCIATES, INC.	5.53K	Mar 31, 26	-409	0.05%
PRINCIPAL SECURITIES, INC.	5.34K	Mar 31, 26	+540	0.05%
NATIONAL BANK OF CANADA /FI/	5.32K	Mar 31, 26	+95	0.05%
Federation des caisses Desjardins du Quebec	5.06K	Mar 31, 26	-31	0.04%
NorthRock Partners, LLC	5.00K	Mar 31, 26	--	0.04%
OPTIMA CAPITAL LLC	4.97K	Mar 31, 26	+7	0.04%
Meridian Wealth Management, LLC	4.93K	Mar 31, 26	+4.93K	0.04%
TSFG, LLC	4.92K	Mar 31, 26	-1.58K	0.04%
BigSur Wealth Management LLC	4.90K	Mar 31, 26	--	0.04%
CWM, LLC	4.66K	Mar 31, 26	--	0.04%
MONETA GROUP INVESTMENT ADVISORS LLC	4.66K	Mar 31, 26	+80	0.04%
Atria Investments, Inc	4.55K	Mar 31, 26	+4.55K	0.04%
Chicago Partners Investment Group LLC	4.51K	Mar 31, 26	--	0.04%
Wealthcare Advisory Partners LLC	4.42K	Mar 31, 26	-214	0.04%
Campbell Deegan Wealth Management, LLC	4.38K	Mar 31, 26	+3	0.04%
Capital Investment Advisory Services, LLC	4.38K	Mar 31, 26	-492	0.04%
Key Client Fiduciary Advisors, LLC	4.36K	Mar 31, 26	+32	0.04%
Ethos Financial Group, LLC	4.33K	Mar 31, 26	--	0.04%
Capital Advisors, Ltd. LLC	4.21K	Mar 31, 26	--	0.04%
Rockefeller Capital Management L.P.	4.15K	Mar 31, 26	-194	0.04%
JBR Co Financial Management Inc	4.13K	Mar 31, 26	--	0.04%
Vestmark Advisory Solutions, Inc.	4.13K	Mar 31, 26	-206	0.04%
Mount Yale Investment Advisors, LLC	4.13K	Mar 31, 26	-206	0.04%
Capstone Wealth Management Group LLC	4.07K	Mar 31, 26	+1	0.04%
Asset Dedication, LLC	4.02K	Mar 31, 26	--	0.04%
Sensible Money, LLC	4.02K	Mar 31, 26	--	0.04%
PNC FINANCIAL SERVICES GROUP, INC.	3.93K	Mar 31, 26	-62	0.03%
Modern Wealth Management, LLC	3.86K	Mar 31, 26	-62	0.03%
Merit Financial Group, LLC	3.77K	Mar 31, 26	+1	0.03%
Janney Montgomery Scott LLC	3.61K	Mar 31, 26	-440	0.03%
Stokes Family Office, LLC	3.60K	Mar 31, 26	-440	0.03%
Hyundai Investments Co., Ltd.	3.44K	Mar 31, 26	-318	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	3.30K	Mar 31, 26	+304	0.03%
Concurrent Investment Advisors, LLC	3.28K	Mar 31, 26	+222	0.03%
M&T BANK CORP	3.25K	Mar 31, 26	--	0.03%
MEANS INVESTMENT CO., INC.	3.24K	Mar 31, 26	+1	0.03%
Archer Investment Corp	3.22K	Mar 31, 26	--	0.03%
Osbon Capital Management LLC	3.12K	Mar 31, 26	--	0.03%
Lido Advisors, LLC	3.12K	Mar 31, 26	+1.05K	0.03%
Pure Financial Advisors, LLC	3.08K	Mar 31, 26	+2	0.03%
Independent Advisor Alliance	2.98K	Mar 31, 26	+2.98K	0.03%
Avantra Family Wealth, Inc.	2.95K	Mar 31, 26	-8	0.03%
JANE STREET GROUP, LLC	2.95K	Mar 31, 26	+2.95K	0.03%
Prospera Financial Services Inc	2.94K	Mar 31, 26	-132	0.03%
Financial Engines Advisors L.L.C.	2.91K	Mar 31, 26	--	0.03%
FIRST MANHATTAN CO. LLC.	2.90K	Mar 31, 26	--	0.03%
FIFTH THIRD BANCORP	2.88K	Mar 31, 26	+2.13K	0.03%
Advisory Services Network, LLC	2.83K	Mar 31, 26	+483	0.03%
American Institute for Advanced Investment Management, LLP	2.71K	Mar 31, 26	-165	0.02%
Miller Investment Management, LP	2.67K	Mar 31, 26	--	0.02%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	2.65K	Mar 31, 26	+2.65K	0.02%
Sigma Planning Corp	2.63K	Mar 31, 26	+2.63K	0.02%
Allworth Financial LP	2.60K	Mar 31, 26	-127	0.02%
Banco Santander, S.A.	2.55K	Mar 31, 26	--	0.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	2.50K	Mar 31, 26	--	0.02%
Measured Wealth Private Client Group, LLC	2.50K	Mar 31, 26	--	0.02%
Regal Investment Advisors LLC	2.49K	Mar 31, 26	-86	0.02%
WBH ADVISORY INC	2.44K	Mar 31, 26	-467	0.02%
Tidemark, LLC	2.38K	Mar 31, 26	+1	0.02%
US BANCORP \DE\	2.25K	Mar 31, 26	--	0.02%
Aaron Wealth Advisors LLC	2.20K	Mar 31, 26	-39	0.02%
NBC SECURITIES, INC.	2.17K	Mar 31, 26	--	0.02%
D. E. Shaw & Co., Inc.	2.14K	Mar 31, 26	--	0.02%
TBH Global Asset Management, LLC	2.13K	Mar 31, 26	-4.36K	0.02%
PFG Advisors	2.13K	Mar 31, 26	--	0.02%
Aspect Partners, LLC	2.11K	Mar 31, 26	+3	0.02%
MISSION WEALTH MANAGEMENT, LP	2.00K	Mar 31, 26	--	0.02%
Nova Wealth Management, Inc.	2.00K	Mar 31, 26	+695	0.02%
Kelman-Lazarov, Inc.	1.98K	Mar 31, 26	--	0.02%
ABOUND FINANCIAL, LLC	1.98K	Mar 31, 26	--	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	1.88K	Mar 31, 26	--	0.02%
Western Wealth Management, LLC	1.85K	Mar 31, 26	+21	0.02%
Clark Capital Management Group, Inc.	1.84K	Mar 31, 26	--	0.02%
Sentry LLC	1.82K	Mar 31, 26	--	0.02%
WEDBUSH SECURITIES INC	1.75K	Mar 31, 26	+1.75K	0.02%
NOVEM GROUP	1.72K	Mar 31, 26	+3	0.02%
Tactive Advisors, LLC	1.68K	Mar 31, 26	+29	0.01%
Mutual Advisors, LLC	1.67K	Mar 31, 26	+77	0.01%
FIDUCIARY TRUST CO	1.65K	Mar 31, 26	--	0.01%
Runnymede Capital Advisors, Inc.	1.64K	Mar 31, 26	+1.64K	0.01%
Apollon Wealth Management, LLC	1.62K	Mar 31, 26	+1.62K	0.01%
TPG Advisors LLC	1.61K	Mar 31, 26	--	0.01%
AQR CAPITAL MANAGEMENT LLC	1.60K	Mar 31, 26	--	0.01%
Atlantic Union Bankshares Corp	1.53K	Mar 31, 26	--	0.01%
Savant Capital, LLC	1.53K	Mar 31, 26	-100	0.01%
Parallel Advisors, LLC	1.42K	Mar 31, 26	+1	0.01%
Burk Holdings LLC	1.40K	Mar 31, 26	+1.40K	0.01%
BlackRock, Inc.	1.21K	Mar 31, 26	+588	0.01%
PRIVATE TRUST CO NA	1.18K	Mar 31, 26	+329	0.01%
True Wealth Design, LLC	1.04K	Mar 31, 26	-39	0.01%
Dunhill Financial, LLC	1.00K	Mar 31, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	940	Mar 31, 26	+291	0.01%
Sound Income Strategies, LLC	813	Mar 31, 26	--	0.01%
Kohmann Bosshard Financial Services, LLC	800	Mar 31, 26	--	0.01%
Bangor Savings Bank	765	Mar 31, 26	--	0.01%
IFP Advisors, Inc	730	Mar 31, 26	-303	0.01%
Main Street Group, LTD	605	Mar 31, 26	+605	0.01%
CARDIFF PARK ADVISORS, LLC	600	Mar 31, 26	+600	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	599	Mar 31, 26	+376	0.01%
WHITTIER TRUST CO	504	Mar 31, 26	+1	0.00%
Salomon & Ludwin, LLC	484	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	451	Mar 31, 26	+57	0.00%
ASSETMARK, INC	437	Mar 31, 26	-51	0.00%
Axiom Investment Management LLC	400	Mar 31, 26	+400	0.00%
Crews Bank & Trust	400	Mar 31, 26	--	0.00%
Millstone Evans Group, LLC	382	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	351	Mar 31, 26	-113	0.00%
BARCLAYS PLC	336	Mar 31, 26	+336	0.00%
Larson Financial Group LLC	300	Mar 31, 26	--	0.00%
Grove Bank & Trust	300	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	291	Mar 31, 26	--	0.00%
Creative Capital Management Investments LLC	288	Mar 31, 26	--	0.00%
Addison Advisors LLC	264	Mar 31, 26	--	0.00%
CHESAPEAKE ASSET MANAGEMENT LLC	250	Mar 31, 26	--	0.00%
TD Waterhouse Canada Inc.	250	Mar 31, 26	--	0.00%
Costello Asset Management, INC	217	Mar 31, 26	+1	0.00%
Bernard Wealth Management Corp.	130	Mar 31, 26	--	0.00%
HM PAYSON & CO	125	Mar 31, 26	--	0.00%
FIRST COMMUNITY TRUST NA	110	Mar 31, 26	--	0.00%
Rossby Financial, LCC	104	Mar 31, 26	--	0.00%
Qube Research & Technologies Ltd	104	Mar 31, 26	-23	0.00%
Strategic Wealth Partners, Ltd.	100	Mar 31, 26	--	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	100	Mar 31, 26	+100	0.00%
Aptus Capital Advisors, LLC	100	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	100	Mar 31, 26	--	0.00%
Glen Eagle Advisors, LLC	75	Mar 31, 26	--	0.00%
Investment Research & Advisory Group, Inc.	50	Mar 31, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	41	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	37	Mar 31, 26	--	0.00%
WFA of San Diego, LLC	32	Mar 31, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	21	Mar 31, 26	+21	0.00%
BLAIR WILLIAM & CO/IL	17	Mar 31, 26	--	0.00%
Paladin Advisory Group, LLC	16	Mar 31, 26	-29	0.00%
AE Wealth Management LLC	15	Mar 31, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	4	Mar 31, 26	--	0.00%
EP Wealth Advisors, LLC	--	Mar 31, 26	-6.00K	--
IFG Advisory, LLC	--	Mar 31, 26	-12.68K	--
Luminist Capital LLC	--	Mar 31, 26	-521	--
Independent Wealth Network Inc.	--	Mar 31, 26	-4.91K	--
Vertex Planning Partners, LLC	--	Mar 31, 26	-1.50K	--
Steel Peak Wealth Management LLC	--	Mar 31, 26	-4.10K	--
BNP PARIBAS ARBITRAGE, SNC	--	Mar 31, 26	-20.00K	--
Retirement Planning Group	--	Mar 31, 26	-1.51K	--
Dynamic Advisor Solutions LLC	--	Mar 31, 26	-1.69K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-1.93K	--
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	--	Mar 31, 26	-1.70K	--
TIAA TRUST, NATIONAL ASSOCIATION	--	Mar 31, 26	-2.27K	--
Navis Wealth Advisors, LLC	--	Mar 31, 26	-1.50K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-1.82K	--
Dana Investment Advisors, Inc.	--	Mar 31, 26	-5.40K	--
HUNTINGTON NATIONAL BANK	--	Mar 31, 26	-261	--
Mendota Financial Group, LLC	--	Mar 31, 26	-512	--
VESTOR CAPITAL, LLC	--	Mar 31, 26	-1.68K	--
CIBC Private Wealth Group, LLC	2.66K	Dec 31, 25	--	0.02%
COMERICA BANK	2.13K	Dec 31, 25	+1.07K	0.02%
TRUST CO OF VERMONT	1.75K	Dec 31, 25	--	0.02%
Global Retirement Partners, LLC	567	Dec 31, 25	--	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-432	--
AllSquare Wealth Management LLC	7.63K	Sep 30, 25	-362	0.07%
1858 WEALTH MANAGEMENT, LLC	2.29K	Sep 30, 25	--	0.02%
Financial Advocates Investment Management	--	Sep 30, 25	-2.79K	--
Lion Street Advisors, LLC	--	Sep 30, 25	-1.68K	--
Northeast Financial Consultants Inc	7.10K	Jun 30, 25	--	0.06%
AVANTAX ADVISORY SERVICES, INC.	6.62K	Jun 30, 25	+1.46K	0.06%
Capital Market Strategies LLC	2.98K	Jun 30, 25	--	0.03%
Tyler-Stone Wealth Management	2.65K	Jun 30, 25	-56	0.02%
First Horizon Advisors, Inc.	193	Jun 30, 25	+193	0.00%
Lane & Associates LLC	4.50K	Mar 31, 25	-134	0.04%
Sandy Spring Bank	1.53K	Mar 31, 25	--	0.01%
Madison Investment Advisors, LLC	17.56K	Dec 31, 24	+17.56K	0.16%
SignalPoint Asset Management, LLC	6.15K	Dec 31, 24	+62	0.05%
WINTRUST INVESTMENTS LLC	489	Dec 31, 24	-9	0.00%
PRIVATE CAPITAL MANAGEMENT LLC	--	Dec 31, 24	-113	--
Raymond James Financial Services Advisors, Inc.	173.86K	Sep 30, 24	+2.80K	1.54%
RAYMOND JAMES & ASSOCIATES	77.04K	Sep 30, 24	-1.50K	0.68%
9258 Wealth Management, LLC	21.25K	Sep 30, 24	-6.00K	0.19%
FinTrust Capital Advisors, LLC	176	Sep 30, 24	--	0.00%
BlackRock Inc.	500	Jun 30, 24	--	0.00%
Cetera Advisors LLC	14.48K	Mar 31, 24	+8.36K	0.13%
Cetera Advisor Networks LLC	12.06K	Mar 31, 24	-66	0.11%
Coppell Advisory Solutions Corp.	1.88K	Mar 31, 24	+1.88K	0.02%
Highlander Capital Management, LLC	353	Mar 31, 24	--	0.00%
StrategIQ Financial Group, LLC	13.30K	Dec 31, 23	-66	0.12%
DB Wealth Management Group, LLC	5.67K	Dec 31, 23	+829	0.05%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	37.34K	Sep 30, 23	-1.05K	0.33%
Wealth Management Solutions, LLC	3.75K	Sep 30, 23	+3	0.03%
Sturgeon Ventures LLP	1.46K	Sep 30, 23	--	0.01%
Kalos Management, Inc.	281	Jun 30, 23	+1	0.00%
First Capital Advisors Group, LLC.	122	Jun 30, 23	--	0.00%
Ahrens Investment Partners LLC	2.06K	Mar 31, 23	+2.06K	0.02%
Bickling Financial Services, Inc.	7.58K	Dec 31, 22	-570	0.07%
Lehman & Derafelo Financial Resources LLC	6.00K	Dec 31, 22	--	0.05%
Claraphi Advisory Network, LLC	5.35K	Dec 31, 22	+2.17K	0.05%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	55.59K	Sep 30, 22	+1.93K	0.49%
ROOSEVELT INVESTMENT GROUP LLC	3.26K	Sep 30, 22	+3.26K	0.03%
American Portfolios Advisors	3.00K	Sep 30, 22	+3.00K	0.03%
CORBETT ROAD CAPITAL MANAGEMENT, LLC	--	Jun 30, 22	-5.10K	--
B. Riley Wealth Management, Inc.	--	Jun 30, 22	-2.43K	--
KINGS POINT CAPITAL MANAGEMENT	1.00K	Mar 31, 22	--	0.01%
FundX Investment Group, LLC	90.06K	Dec 31, 21	+26.68K	0.80%
Carroll Financial Associates, Inc.	20.76K	Dec 31, 21	--	0.18%
NEXT Financial Group, Inc	--	Dec 31, 21	-257	--
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	10.05K	Sep 30, 21	+12	0.09%
Psagot Value Holdings Ltd.	5.54K	Sep 30, 21	+204	0.05%
Ameritas Investment Company, LLC	--	Sep 30, 21	-4.08K	--
ROWLAND CARMICHAEL ADVISORS INC /ADV	6.12K	Dec 31, 20	--	0.05%
First Allied Advisory Services, Inc.	7.78K	Sep 30, 20	--	0.07%
10-15 ASSOCIATES, INC.	--	Sep 30, 20	-22.45K	--
Squar Milner Financial Services LLC	4.38K	Mar 31, 20	--	0.04%
Advisor Group, Inc.	549.76K	Dec 31, 19	+488.23K	4.88%
LADENBURG THALMANN FINANCIAL SERVICES INC.	398.82K	Dec 31, 19	+344.43K	3.54%
SUNTRUST BANKS INC	42.20K	Sep 30, 19	+12.65K	0.37%
BB&T SECURITIES, LLC	35.12K	Sep 30, 19	-129	0.31%
MADISON INVESTMENT HOLDINGS INC	33.20K	Sep 30, 19	--	0.29%
Guidant Wealth Advisors	1.65K	Sep 30, 19	--	0.01%
American Financial Network Advisory Services LLC	--	Sep 30, 19	-4.43K	--
Planning Solutions Group LLC	20.69K	Jun 30, 19	-412	0.18%
COBIZ WEALTH, LLC	3.47K	Jun 30, 19	--	0.03%
Ceros Financial Services Inc.	4.12K	Mar 31, 19	+4.12K	0.04%
WealthTrust Fairport, LLC	1.88K	Mar 31, 19	+7	0.02%
Live Your Vision, LLC	50	Mar 31, 19	+50	0.00%
NORTHERN CAPITAL MANAGEMENT LLC	94.28K	Dec 31, 18	+3.60K	0.84%
Lehman Financial Resources, Inc.	6.35K	Sep 30, 18	--	0.06%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

841.99K

Mar 31, 26

-23.97K

7.47%

LPL Financial LLC

455.89K

Mar 31, 26

-7.42K

4.04%

WELLS FARGO & COMPANY/MN

369.84K

Mar 31, 26

-2.58K

3.28%

MORGAN STANLEY

344.01K

Mar 31, 26

+4.11K

3.05%

RAYMOND JAMES FINANCIAL INC

221.09K

Mar 31, 26

-5.55K

1.96%

STIFEL FINANCIAL CORP

193.75K

Mar 31, 26

+175.93K

1.72%

UBS Group AG

173.84K

Mar 31, 26

+62.49K

1.54%

Cambridge Investment Research Advisors, Inc.

106.06K

Mar 31, 26

+22.74K

0.94%

Curtis Advisory Group, LLC

82.56K

Mar 31, 26

+735

0.73%

Mariner, LLC

81.98K

Mar 31, 26

+388

0.73%

Koshinski Asset Management, Inc.

79.53K

Mar 31, 26

+9.34K

0.71%

Triton Wealth Management, PLLC

72.05K

Mar 31, 26

+1.12K

0.64%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

71.07K

Mar 31, 26

+2.66K

0.63%

ENVESTNET ASSET MANAGEMENT INC

70.52K

Mar 31, 26

+17.87K

0.63%

TRUIST FINANCIAL CORP

68.77K

Mar 31, 26

+13.90K

0.61%

Resonant Capital Advisors, LLC

61.41K

Mar 31, 26

+1.41K

0.54%

Cetera Investment Advisers

61.13K

Mar 31, 26

+3.52K

0.54%

Legacy Capital Wealth Partners, LLC

58.76K

Mar 31, 26

0.52%

ADVISOR GROUP HOLDINGS, INC.

52.31K

Mar 31, 26

-542

0.46%

Sovran Advisors, LLC

51.54K

Mar 31, 26

-12.23K

0.46%

ROYAL BANK OF CANADA

50.42K

Mar 31, 26

+770

0.45%

Waverly Advisors, LLC

50.41K

Mar 31, 26

+1.52K

0.45%

Prime Capital Investment Advisors, LLC

48.38K

Mar 31, 26

+1.43K

0.43%

COMMONWEALTH EQUITY SERVICES, LLC

48.37K

Mar 31, 26

-761

0.43%

CAHILL FINANCIAL ADVISORS INC

47.25K

Mar 31, 26

-475

0.42%

Equitable Holdings, Inc.

46.81K

Mar 31, 26

+2.87K

0.42%

FMR LLC

43.06K

Mar 31, 26

+810

0.38%

Hudock, Inc.

42.15K

Mar 31, 26

+358

0.37%

TWO SIGMA INVESTMENTS, LP

38.49K

Mar 31, 26

+38.49K

0.34%

Steward Partners Investment Advisory, LLC

37.69K

Mar 31, 26

+13.50K

0.33%

THOROUGHBRED FINANCIAL SERVICES, LLC

37.28K

Mar 31, 26

+920

0.33%

AMERIPRISE FINANCIAL INC

36.33K

Mar 31, 26

+2.06K

0.32%

JPMORGAN CHASE & CO

34.43K

Mar 31, 26

+1.45K

0.31%

Private Advisor Group, LLC

33.99K

Mar 31, 26

+495

0.30%

Cornerstone Wealth Management, LLC

32.26K

Mar 31, 26

+2.62K

0.29%

JONES FINANCIAL COMPANIES LLLP

31.99K

Mar 31, 26

+6.11K

0.28%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

31.88K

Mar 31, 26

-6.29K

0.28%

Total Clarity Wealth Management, Inc.

29.57K

Mar 31, 26

+27.26K

0.26%

Kestra Advisory Services, LLC

28.72K

Mar 31, 26

-3.02K

0.25%

GHP Investment Advisors, Inc.

25.50K

Mar 31, 26

-139

0.23%

Colony Group, LLC

24.80K

Mar 31, 26

+8.70K

0.22%

Smart Portfolios, LLC

23.29K

Mar 31, 26

+540

0.21%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

23.13K

Mar 31, 26

+19.89K

0.21%

Breakwater Capital Group

21.09K

Mar 31, 26

+589

0.19%

Pacific Wealth Strategies Group, Inc.

20.50K

Mar 31, 26

-756

0.18%

HighTower Advisors, LLC

19.89K

Mar 31, 26

-72

0.18%

Creative Planning

18.70K

Mar 31, 26

-633

0.17%

FLAGSHIP HARBOR ADVISORS, LLC

18.33K

Mar 31, 26

0.16%

Fortis Group Advisors, LLC

18.07K

Mar 31, 26

-1.60K

0.16%

J.W. COLE ADVISORS, INC.

17.61K

Mar 31, 26

-75

0.16%

MML INVESTORS SERVICES, LLC

16.45K

Mar 31, 26

+3.57K

0.15%

Stegent Equity Advisors, Inc.

16.25K

Mar 31, 26

+2.20K

0.14%

Essex Financial Services, Inc.

16.21K

Mar 31, 26

+63

0.14%

Madison Asset Management, LLC

15.84K

Mar 31, 26

0.14%

PACIFIC SUN FINANCIAL CORP

15.80K

Mar 31, 26

+380

0.14%

SCOTIA CAPITAL INC.

15.41K

Mar 31, 26

-71

0.14%

Carnegie Capital Asset Management, LLC

15.18K

Mar 31, 26

-50

0.13%

Farther Finance Advisors, LLC

14.24K

Mar 31, 26

+6.50K

0.13%

BANK OF MONTREAL /CAN/

13.50K

Mar 31, 26

+1.92K

0.12%

NewEdge Advisors, LLC

13.32K

Mar 31, 26

-5.49K

0.12%

WIN ADVISORS, INC

12.01K

Mar 31, 26

+12.01K

0.11%

H&H Retirement Design & Management INC

11.91K

Mar 31, 26

-461

0.11%

GOLDMAN SACHS GROUP INC

11.62K

Mar 31, 26

+11.62K

0.10%

Tempus Wealth Planning, LLC

11.09K

Mar 31, 26

+149

0.10%

CITIGROUP INC

11.06K

Mar 31, 26

-3.90K

0.10%

SILVER OAK SECURITIES, INCORPORATED

11.01K

Mar 31, 26

+11.01K

0.10%

BankPlus Trust Department

10.04K

Mar 31, 26

-332

0.09%

Belpointe Asset Management LLC

9.91K

Mar 31, 26

+645

0.09%

Holistic Planning, LLC

9.69K

Mar 31, 26

-89

0.09%

Bank of New York Mellon Corp

9.66K

Mar 31, 26

-606

0.09%

WHITTIER TRUST CO OF NEVADA INC

9.60K

Mar 31, 26

0.09%

NorthCrest Asset Manangement, LLC

9.58K

Mar 31, 26

-4.75K

0.08%

Argent Trust Co

9.41K

Mar 31, 26

0.08%

Kendall Capital Management

9.27K

Mar 31, 26

+1.18K

0.08%

Banque de Luxembourg S.A.

9.23K

Mar 31, 26

-2.70K

0.08%

Tradition Wealth Management, LLC

9.22K

Mar 31, 26

-17

0.08%

CI Private Wealth, LLC

9.00K

Mar 31, 26

-4

0.08%

ROMAN BUTLER FULLERTON & CO

8.95K

Mar 31, 26

0.08%

Destiny Wealth Partners, LLC

8.62K

Mar 31, 26

0.08%

Integrated Wealth Concepts LLC

8.47K

Mar 31, 26

+8.47K

0.08%

HAZLETT, BURT & WATSON, INC.

8.43K

Mar 31, 26

+300

0.07%

Independent Family Office, LLC

8.41K

Mar 31, 26

0.07%

Gator Capital Management, LLC

8.18K

Mar 31, 26

0.07%

Summit Financial, LLC

7.91K

Mar 31, 26

-74

0.07%

WILEY BROS.-AINTREE CAPITAL, LLC

7.55K

Mar 31, 26

+887

0.07%

Wedmont Private Capital

7.05K

Mar 31, 26

+7.05K

0.06%

CIBC WORLD MARKET INC.

7.03K

Mar 31, 26

-142

0.06%

Collaborative Wealth Managment Inc.

6.96K

Mar 31, 26

0.06%

S.A. Mason LLC

6.70K

Mar 31, 26

-20

0.06%

Quantinno Capital Management LP

6.70K

Mar 31, 26

+123

0.06%

Stratos Wealth Partners, LTD.

6.65K

Mar 31, 26

0.06%

Sanctuary Advisors, LLC

6.43K

Mar 31, 26

+4.44K

0.06%

CALIBER WEALTH MANAGEMENT, LLC / KS

6.33K

Mar 31, 26

0.06%

HighPoint Advisor Group LLC

6.24K

Mar 31, 26

+175

0.06%

Del-Sette Capital Management, LLC

6.21K

Mar 31, 26

-202

0.06%

Ancora Advisors, LLC

6.21K

Mar 31, 26

+600

0.06%

MAI Capital Management

6.07K

Mar 31, 26

+117

0.05%

Geneos Wealth Management Inc.

6.05K

Mar 31, 26

+3.83K

0.05%

MERCER GLOBAL ADVISORS INC /ADV

6.01K

Mar 31, 26

-1.45K

0.05%

Tower Research Capital LLC (TRC)

5.93K

Mar 31, 26

+5.93K

0.05%

CITADEL ADVISORS LLC

5.55K

Mar 31, 26

+5.55K

0.05%

CALTON & ASSOCIATES, INC.

5.53K

Mar 31, 26

-409

0.05%

PRINCIPAL SECURITIES, INC.

5.34K

Mar 31, 26

+540

0.05%

NATIONAL BANK OF CANADA /FI/

5.32K

Mar 31, 26

+95

0.05%

Federation des caisses Desjardins du Quebec

5.06K

Mar 31, 26

-31

0.04%

NorthRock Partners, LLC

5.00K

Mar 31, 26

0.04%

OPTIMA CAPITAL LLC

4.97K

Mar 31, 26

0.04%

Meridian Wealth Management, LLC

4.93K

Mar 31, 26

+4.93K

0.04%

TSFG, LLC

4.92K

Mar 31, 26

-1.58K

0.04%

BigSur Wealth Management LLC

4.90K

Mar 31, 26

0.04%

CWM, LLC

4.66K

Mar 31, 26

0.04%

MONETA GROUP INVESTMENT ADVISORS LLC

4.66K

Mar 31, 26

+80

0.04%

Atria Investments, Inc

4.55K

Mar 31, 26

+4.55K

0.04%

Chicago Partners Investment Group LLC

4.51K

Mar 31, 26

0.04%

Wealthcare Advisory Partners LLC

4.42K

Mar 31, 26

-214

0.04%

Campbell Deegan Wealth Management, LLC

4.38K

Mar 31, 26

0.04%

Capital Investment Advisory Services, LLC

4.38K

Mar 31, 26

-492

0.04%

Key Client Fiduciary Advisors, LLC

4.36K

Mar 31, 26

+32

0.04%

Ethos Financial Group, LLC

4.33K

Mar 31, 26

0.04%

Capital Advisors, Ltd. LLC

4.21K

Mar 31, 26

0.04%

Rockefeller Capital Management L.P.

4.15K

Mar 31, 26

-194

0.04%

JBR Co Financial Management Inc

4.13K

Mar 31, 26

0.04%

Vestmark Advisory Solutions, Inc.

4.13K

Mar 31, 26

-206

0.04%

Mount Yale Investment Advisors, LLC

4.13K

Mar 31, 26

-206

0.04%

Capstone Wealth Management Group LLC

4.07K

Mar 31, 26

0.04%

Asset Dedication, LLC

4.02K

Mar 31, 26

0.04%

Sensible Money, LLC

4.02K

Mar 31, 26

0.04%

PNC FINANCIAL SERVICES GROUP, INC.

3.93K

Mar 31, 26

-62

0.03%

Modern Wealth Management, LLC

3.86K

Mar 31, 26

-62

0.03%

Merit Financial Group, LLC

3.77K

Mar 31, 26

0.03%

Janney Montgomery Scott LLC

3.61K

Mar 31, 26

-440

0.03%

Stokes Family Office, LLC

3.60K

Mar 31, 26

-440

0.03%

Hyundai Investments Co., Ltd.

3.44K

Mar 31, 26

-318

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

3.30K

Mar 31, 26

+304

0.03%

Concurrent Investment Advisors, LLC

3.28K

Mar 31, 26

+222

0.03%

M&T BANK CORP

3.25K

Mar 31, 26

0.03%

MEANS INVESTMENT CO., INC.

3.24K

Mar 31, 26

0.03%

Archer Investment Corp

3.22K

Mar 31, 26

0.03%

Osbon Capital Management LLC

3.12K

Mar 31, 26

0.03%

Lido Advisors, LLC

3.12K

Mar 31, 26

+1.05K

0.03%

Pure Financial Advisors, LLC

3.08K

Mar 31, 26

0.03%

Independent Advisor Alliance

2.98K

Mar 31, 26

+2.98K

0.03%

Avantra Family Wealth, Inc.

2.95K

Mar 31, 26

-8

0.03%

JANE STREET GROUP, LLC

2.95K

Mar 31, 26

+2.95K

0.03%

Prospera Financial Services Inc

2.94K

Mar 31, 26

-132

0.03%

Financial Engines Advisors L.L.C.

2.91K

Mar 31, 26

0.03%

FIRST MANHATTAN CO. LLC.

2.90K

Mar 31, 26

0.03%

FIFTH THIRD BANCORP

2.88K

Mar 31, 26

+2.13K

0.03%

Advisory Services Network, LLC

2.83K

Mar 31, 26

+483

0.03%

American Institute for Advanced Investment Management, LLP

2.71K

Mar 31, 26

-165

0.02%

Miller Investment Management, LP

2.67K

Mar 31, 26

0.02%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

2.65K

Mar 31, 26

+2.65K

0.02%

Sigma Planning Corp

2.63K

Mar 31, 26

+2.63K

0.02%

Allworth Financial LP

2.60K

Mar 31, 26

-127

0.02%

Banco Santander, S.A.

2.55K

Mar 31, 26

0.02%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

2.50K

Mar 31, 26

0.02%

Measured Wealth Private Client Group, LLC

2.50K

Mar 31, 26

0.02%

Regal Investment Advisors LLC

2.49K

Mar 31, 26

-86

0.02%

WBH ADVISORY INC

2.44K

Mar 31, 26

-467

0.02%

Tidemark, LLC

2.38K

Mar 31, 26

0.02%

US BANCORP \DE\

2.25K

Mar 31, 26

0.02%

Aaron Wealth Advisors LLC

2.20K

Mar 31, 26

-39

0.02%

NBC SECURITIES, INC.

2.17K

Mar 31, 26

0.02%

D. E. Shaw & Co., Inc.

2.14K

Mar 31, 26

0.02%

TBH Global Asset Management, LLC

2.13K

Mar 31, 26

-4.36K

0.02%

PFG Advisors

2.13K

Mar 31, 26

0.02%

Aspect Partners, LLC

2.11K

Mar 31, 26

0.02%

MISSION WEALTH MANAGEMENT, LP

2.00K

Mar 31, 26

0.02%

Nova Wealth Management, Inc.

2.00K

Mar 31, 26

+695

0.02%

Kelman-Lazarov, Inc.

1.98K

Mar 31, 26

0.02%

ABOUND FINANCIAL, LLC

1.98K

Mar 31, 26

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

1.88K

Mar 31, 26

0.02%

Western Wealth Management, LLC

1.85K

Mar 31, 26

+21

0.02%

Clark Capital Management Group, Inc.

1.84K

Mar 31, 26

0.02%

Sentry LLC

1.82K

Mar 31, 26

0.02%

WEDBUSH SECURITIES INC

1.75K

Mar 31, 26

+1.75K

0.02%

NOVEM GROUP

1.72K

Mar 31, 26

0.02%

Tactive Advisors, LLC

1.68K

Mar 31, 26

+29

0.01%

Mutual Advisors, LLC

1.67K

Mar 31, 26

+77

0.01%

FIDUCIARY TRUST CO

1.65K

Mar 31, 26

0.01%

Runnymede Capital Advisors, Inc.

1.64K

Mar 31, 26

+1.64K

0.01%

Apollon Wealth Management, LLC

1.62K

Mar 31, 26

+1.62K

0.01%

TPG Advisors LLC

1.61K

Mar 31, 26

0.01%

AQR CAPITAL MANAGEMENT LLC

1.60K

Mar 31, 26

0.01%

Atlantic Union Bankshares Corp

1.53K

Mar 31, 26

0.01%

Savant Capital, LLC

1.53K

Mar 31, 26

-100

0.01%

Parallel Advisors, LLC

1.42K

Mar 31, 26

0.01%

Burk Holdings LLC

1.40K

Mar 31, 26

+1.40K

0.01%

BlackRock, Inc.

1.21K

Mar 31, 26

+588

0.01%

PRIVATE TRUST CO NA

1.18K

Mar 31, 26

+329

0.01%

True Wealth Design, LLC

1.04K

Mar 31, 26

-39

0.01%

Dunhill Financial, LLC

1.00K

Mar 31, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

940

Mar 31, 26

+291

0.01%

Sound Income Strategies, LLC

813

Mar 31, 26

0.01%

Kohmann Bosshard Financial Services, LLC

800

Mar 31, 26

0.01%

Bangor Savings Bank

765

Mar 31, 26

0.01%

IFP Advisors, Inc

730

Mar 31, 26

-303

0.01%

Main Street Group, LTD

605

Mar 31, 26

+605

0.01%

CARDIFF PARK ADVISORS, LLC

600

Mar 31, 26

+600

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

599

Mar 31, 26

+376

0.01%

WHITTIER TRUST CO

504

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

484

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

451

Mar 31, 26

+57

0.00%

ASSETMARK, INC

437

Mar 31, 26

-51

0.00%

Axiom Investment Management LLC

400

Mar 31, 26

+400

0.00%

Crews Bank & Trust

400

Mar 31, 26

0.00%

Millstone Evans Group, LLC

382

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

351

Mar 31, 26

-113

0.00%

BARCLAYS PLC

336

Mar 31, 26

+336

0.00%

Larson Financial Group LLC

300

Mar 31, 26

0.00%

Grove Bank & Trust

300

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

291

Mar 31, 26

0.00%

Creative Capital Management Investments LLC

288

Mar 31, 26

0.00%

Addison Advisors LLC

264

Mar 31, 26

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

250

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

250

Mar 31, 26

0.00%

Costello Asset Management, INC

217

Mar 31, 26

0.00%

Bernard Wealth Management Corp.

130

Mar 31, 26

0.00%

HM PAYSON & CO

125

Mar 31, 26

0.00%

FIRST COMMUNITY TRUST NA

110

Mar 31, 26

0.00%

Rossby Financial, LCC

104

Mar 31, 26

0.00%

Qube Research & Technologies Ltd

104

Mar 31, 26

-23

0.00%

Strategic Wealth Partners, Ltd.

100

Mar 31, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

100

Mar 31, 26

+100

0.00%

Aptus Capital Advisors, LLC

100

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

100

Mar 31, 26

0.00%

Glen Eagle Advisors, LLC

Mar 31, 26

0.00%

Investment Research & Advisory Group, Inc.

Mar 31, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

Mar 31, 26

0.00%

WFA of San Diego, LLC

Mar 31, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

Mar 31, 26

+21

0.00%

BLAIR WILLIAM & CO/IL

Mar 31, 26

0.00%

Paladin Advisory Group, LLC

Mar 31, 26

-29

0.00%

AE Wealth Management LLC

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

0.00%

EP Wealth Advisors, LLC

Mar 31, 26

-6.00K

IFG Advisory, LLC

Mar 31, 26

-12.68K

Luminist Capital LLC

Mar 31, 26

-521

Independent Wealth Network Inc.

Mar 31, 26

-4.91K

Vertex Planning Partners, LLC

Mar 31, 26

-1.50K

Steel Peak Wealth Management LLC

Mar 31, 26

-4.10K

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

-20.00K

Retirement Planning Group

Mar 31, 26

-1.51K

Dynamic Advisor Solutions LLC

Mar 31, 26

-1.69K

Brinker Capital Investments, LLC

Mar 31, 26

-1.93K

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

Mar 31, 26

-1.70K

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-2.27K

Navis Wealth Advisors, LLC

Mar 31, 26

-1.50K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-1.82K

Dana Investment Advisors, Inc.

Mar 31, 26

-5.40K

HUNTINGTON NATIONAL BANK

Mar 31, 26

-261

Mendota Financial Group, LLC

Mar 31, 26

-512

VESTOR CAPITAL, LLC

Mar 31, 26

-1.68K

CIBC Private Wealth Group, LLC

2.66K

Dec 31, 25

0.02%

COMERICA BANK

2.13K

Dec 31, 25

+1.07K

0.02%

TRUST CO OF VERMONT

1.75K

Dec 31, 25

0.02%

Global Retirement Partners, LLC

567

Dec 31, 25

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-432

AllSquare Wealth Management LLC

7.63K

Sep 30, 25

-362

0.07%

1858 WEALTH MANAGEMENT, LLC

2.29K

Sep 30, 25

0.02%

Financial Advocates Investment Management

Sep 30, 25

-2.79K

Lion Street Advisors, LLC

Sep 30, 25

-1.68K

Northeast Financial Consultants Inc

7.10K

Jun 30, 25

0.06%

AVANTAX ADVISORY SERVICES, INC.

6.62K

Jun 30, 25

+1.46K

0.06%

Capital Market Strategies LLC

2.98K

Jun 30, 25

0.03%

Tyler-Stone Wealth Management

2.65K

Jun 30, 25

-56

0.02%

First Horizon Advisors, Inc.

193

Jun 30, 25

+193

0.00%

Lane & Associates LLC

4.50K

Mar 31, 25

-134

0.04%

Sandy Spring Bank

1.53K

Mar 31, 25

0.01%

Madison Investment Advisors, LLC

17.56K

Dec 31, 24

+17.56K

0.16%

SignalPoint Asset Management, LLC

6.15K

Dec 31, 24

+62

0.05%

WINTRUST INVESTMENTS LLC

489

Dec 31, 24

-9

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

Dec 31, 24

-113

Raymond James Financial Services Advisors, Inc.

173.86K

Sep 30, 24

+2.80K

1.54%

RAYMOND JAMES & ASSOCIATES

77.04K

Sep 30, 24

-1.50K

0.68%

9258 Wealth Management, LLC

21.25K

Sep 30, 24

-6.00K

0.19%

FinTrust Capital Advisors, LLC

176

Sep 30, 24

0.00%

BlackRock Inc.

500

Jun 30, 24

0.00%

Cetera Advisors LLC

14.48K

Mar 31, 24

+8.36K

0.13%

Cetera Advisor Networks LLC

12.06K

Mar 31, 24

-66

0.11%

Coppell Advisory Solutions Corp.

1.88K

Mar 31, 24

+1.88K

0.02%

Highlander Capital Management, LLC

353

Mar 31, 24

0.00%

StrategIQ Financial Group, LLC

13.30K

Dec 31, 23

-66

0.12%

DB Wealth Management Group, LLC

5.67K

Dec 31, 23

+829

0.05%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

37.34K

Sep 30, 23

-1.05K

0.33%

Wealth Management Solutions, LLC

3.75K

Sep 30, 23

0.03%

Sturgeon Ventures LLP

1.46K

Sep 30, 23

0.01%

Kalos Management, Inc.

281

Jun 30, 23

0.00%

First Capital Advisors Group, LLC.

122

Jun 30, 23

0.00%

Ahrens Investment Partners LLC

2.06K

Mar 31, 23

+2.06K

0.02%

Bickling Financial Services, Inc.

7.58K

Dec 31, 22

-570

0.07%

Lehman & Derafelo Financial Resources LLC

6.00K

Dec 31, 22

0.05%

Claraphi Advisory Network, LLC

5.35K

Dec 31, 22

+2.17K

0.05%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

55.59K

Sep 30, 22

+1.93K

0.49%

ROOSEVELT INVESTMENT GROUP LLC

3.26K

Sep 30, 22

+3.26K

0.03%

American Portfolios Advisors

3.00K

Sep 30, 22

+3.00K

0.03%

CORBETT ROAD CAPITAL MANAGEMENT, LLC

Jun 30, 22

-5.10K

B. Riley Wealth Management, Inc.

Jun 30, 22

-2.43K

KINGS POINT CAPITAL MANAGEMENT

1.00K

Mar 31, 22

0.01%

FundX Investment Group, LLC

90.06K

Dec 31, 21

+26.68K

0.80%

Carroll Financial Associates, Inc.

20.76K

Dec 31, 21

0.18%

NEXT Financial Group, Inc

Dec 31, 21

-257

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

10.05K

Sep 30, 21

+12

0.09%

Psagot Value Holdings Ltd.

5.54K

Sep 30, 21

+204

0.05%

Ameritas Investment Company, LLC

Sep 30, 21

-4.08K

ROWLAND CARMICHAEL ADVISORS INC /ADV

6.12K

Dec 31, 20

0.05%

First Allied Advisory Services, Inc.

7.78K

Sep 30, 20

0.07%

10-15 ASSOCIATES, INC.

Sep 30, 20

-22.45K

Squar Milner Financial Services LLC

4.38K

Mar 31, 20

0.04%

Advisor Group, Inc.

549.76K

Dec 31, 19

+488.23K

4.88%

LADENBURG THALMANN FINANCIAL SERVICES INC.

398.82K

Dec 31, 19

+344.43K

3.54%

SUNTRUST BANKS INC

42.20K

Sep 30, 19

+12.65K

0.37%

BB&T SECURITIES, LLC

35.12K

Sep 30, 19

-129

0.31%

MADISON INVESTMENT HOLDINGS INC

33.20K

Sep 30, 19

0.29%

Guidant Wealth Advisors

1.65K

Sep 30, 19

0.01%

American Financial Network Advisory Services LLC

Sep 30, 19

-4.43K

Planning Solutions Group LLC

20.69K

Jun 30, 19

-412

0.18%

COBIZ WEALTH, LLC

3.47K

Jun 30, 19

0.03%

Ceros Financial Services Inc.

4.12K

Mar 31, 19

+4.12K

0.04%

WealthTrust Fairport, LLC

1.88K

Mar 31, 19

0.02%

Live Your Vision, LLC

Mar 31, 19

+50

0.00%

NORTHERN CAPITAL MANAGEMENT LLC

94.28K

Dec 31, 18

+3.60K

0.84%

Lehman Financial Resources, Inc.

6.35K

Sep 30, 18

0.06%