PSLV

Institutional Ownership

Top 663 Institutional Holders
HolderSharesDateChange% Held
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC702.89KSep 30, 26+15.98K0.11%
RIA Advisory Group LLC459.41KSep 30, 26+3.72K0.07%
Apella Capital, LLC356.34KSep 30, 26+5.01K0.06%
Euro Pacific Asset Management, LLC279.02KSep 30, 26-5.60K0.04%
Walser Wealth Management Company, A Ltd Liability Co234.75KSep 30, 26+85.98K0.04%
Discipline Wealth Solutions, LLC140.90KSep 30, 26+99.51K0.02%
Gradient Investments LLC139.07KSep 30, 26+4.06K0.02%
Pettinga Financial Advisors, LLC138.59KSep 30, 26-6.53K0.02%
LINCOLN CAPITAL CORP130.85KSep 30, 26+33.05K0.02%
COLUMBIA ADVISORY PARTNERS LLC106.94KSep 30, 26+15.41K0.02%
Cobblestone Asset Management LLC86.28KSep 30, 26-1.15K0.01%
Virginia Estate & Retirement Planning Advisors Inc.66.52KSep 30, 26-18.37K0.01%
JAMISON PRIVATE WEALTH MANAGEMENT, INC.57.59KSep 30, 26--0.01%
Farther Finance Advisors, LLC52.18KSep 30, 26+12.93K0.01%
INDEPENDENT FINANCIAL GROUP, LLC49.38KSep 30, 26-2460.01%
BAKER TILLY WEALTH MANAGEMENT, LLC43.23KSep 30, 26--0.01%
TrustWell Financial Advisors, LLC36.84KSep 30, 26--0.01%
Veracity Capital LLC36.59KSep 30, 26+2610.01%
Ignite Planners, LLC36.42KSep 30, 26+1.00K0.01%
Castleview Partners, LLC31.71KSep 30, 26+6200.01%
Hiley Hunt Wealth Management29.41KSep 30, 26--0.00%
Breakwater Capital Group26.05KSep 30, 26+26.05K0.00%
PRIVATE CLIENT SERVICES, LLC24.65KSep 30, 26+4720.00%
Chicago Capital, LLC24.00KSep 30, 26--0.00%
Bill Few Associates, Inc.22.15KSep 30, 26--0.00%
Atria Investments, Inc18.51KSep 30, 26-1.74K0.00%
B. Riley Wealth Advisors, Inc.16.68KSep 30, 26-3.50K0.00%
Focus Financial Network, Inc.16.66KSep 30, 26--0.00%
Mendota Financial Group, LLC16.00KSep 30, 26--0.00%
E&G Advisors, LP14.50KSep 30, 26--0.00%
FIRST MERCHANTS CORP14.04KSep 30, 26+14.04K0.00%
CoreCap Advisors, LLC14.03KSep 30, 26-3.37K0.00%
PROFESSIONAL ADVISORY SERVICES INC13.28KSep 30, 26+9850.00%
Krilogy Financial LLC13.04KSep 30, 26--0.00%
Sendero Wealth Management, LLC12.00KSep 30, 26--0.00%
Crane Advisory, LLC11.95KSep 30, 26--0.00%
CX Institutional7.46KSep 30, 26+7.46K0.00%
Activest Wealth Management7.04KSep 30, 26--0.00%
Ronald Blue Trust, Inc.5.89KSep 30, 26+4390.00%
Community Financial Services Group, LLC5.33KSep 30, 26--0.00%
Cherry Tree Wealth Management, LLC4.16KSep 30, 26--0.00%
Bulwark Capital Corp2.93KSep 30, 26--0.00%
CONTRAVISORY INVESTMENT MANAGEMENT, INC.1.63KSep 30, 26+9510.00%
Bank & Trust Co1.50KSep 30, 26--0.00%
Hilltop National Bank1.25KSep 30, 26--0.00%
First Pacific Financial1.11KSep 30, 26--0.00%
MATHER GROUP, LLC.687Sep 30, 26--0.00%
Lodestone Wealth Management LLC500Sep 30, 26-2500.00%
Meriwether Wealth & Planning, LLC442Sep 30, 26+4420.00%
Investors Research Corp288Sep 30, 26--0.00%
TOTH FINANCIAL ADVISORY CORP170Sep 30, 26--0.00%
Triumph Capital Management50Sep 30, 26--0.00%
Cedar Mountain Advisors, LLC22Sep 30, 26--0.00%
Trust Co2Sep 30, 26--0.00%
MISSION WEALTH MANAGEMENT, LP--Sep 30, 26-11.40K--
Enclave Advisors LLC--Sep 30, 26-49.47K--
AdvisorNet Financial, Inc--Sep 30, 26-1.30K--
Federation des caisses Desjardins du Quebec22.71MJun 30, 26+4.99M3.59%
IMC-Chicago, LLC17.25MJun 30, 26+4.40M2.73%
BlackRock, Inc.15.15MJun 30, 26+4.18M2.40%
JUPITER ASSET MANAGEMENT LTD9.67MJun 30, 26+198.88K1.53%
GOLDMAN SACHS GROUP INC7.49MJun 30, 26+2.93M1.18%
ALPS ADVISORS INC5.78MJun 30, 26-375.55K0.91%
MORGAN STANLEY4.81MJun 30, 26+113.45K0.76%
LPL Financial LLC3.03MJun 30, 26-150.18K0.48%
Weiss Asset Management LP2.80MJun 30, 26-5.39M0.44%
ROYAL BANK OF CANADA2.75MJun 30, 26-95.34K0.44%
Capital Wealth Alliance, LLC2.23MJun 30, 26+13.35K0.35%
Kestra Advisory Services, LLC1.89MJun 30, 26+226.08K0.30%
WELLS FARGO & COMPANY/MN1.79MJun 30, 26-52.61K0.28%
Cambridge Investment Research Advisors, Inc.1.70MJun 30, 26+101.55K0.27%
SPROTT INC.1.68MJun 30, 26+20.61K0.27%
Fidelis Capital Partners, LLC1.65MJun 30, 26--0.26%
JANE STREET GROUP, LLC1.58MJun 30, 26-446.43K0.25%
RAYMOND JAMES FINANCIAL INC1.55MJun 30, 26-43.59K0.25%
ADVISOR GROUP HOLDINGS, INC.1.51MJun 30, 26+165.88K0.24%
Cetera Investment Advisers1.37MJun 30, 26-84.15K0.22%
HOLLENCREST CAPITAL MANAGEMENT1.37MJun 30, 26-4.48K0.22%
Prospera Financial Services Inc1.34MJun 30, 26-1.86K0.21%
Beacon Pointe Advisors, LLC1.33MJun 30, 26+9.32K0.21%
Kovack Advisors, Inc.1.27MJun 30, 26+928.45K0.20%
WIT Partners Advisory Pte. Ltd.1.26MJun 30, 26+250.47K0.20%
WEALTHCARE CAPITAL MANAGEMENT LLC1.03MJun 30, 26-31.04K0.16%
Cedrus Wealth Group LLC1.01MJun 30, 26+254.21K0.16%
Cable Car Capital LLC1.00MJun 30, 26--0.16%
Kingsview Wealth Management, LLC972.79KJun 30, 26+30.70K0.15%
Pensionmark Financial Group, LLC963.17KJun 30, 26-40.46K0.15%
ENVESTNET ASSET MANAGEMENT INC936.02KJun 30, 26-443.51K0.15%
Basepoint Wealth LLC865.44KJun 30, 26-108.39K0.14%
HighTower Advisors, LLC865.28KJun 30, 26-156.67K0.14%
Marex Group plc717.61KJun 30, 26-26.80K0.11%
Asset One Wealth Management LLC700.77KJun 30, 26+27.85K0.11%
Cartesian Growth Corp671.62KJun 30, 26+671.62K0.11%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC669.97KJun 30, 26-129.42K0.11%
STIFEL FINANCIAL CORP642.37KJun 30, 26-7.85K0.10%
Brookstone Capital Management636.40KJun 30, 26+4880.10%
MONEY CONCEPTS CAPITAL CORP613.78KJun 30, 26-3.42K0.10%
LEAVELL INVESTMENT MANAGEMENT, INC.613.25KJun 30, 26+47.93K0.10%
CIBC WORLD MARKET INC.603.59KJun 30, 26+97.35K0.10%
SUSQUEHANNA INTERNATIONAL GROUP, LLP588.02KJun 30, 26+443.53K0.09%
Cyndeo Wealth Partners, LLC576.72KJun 30, 26+31.69K0.09%
Summit Financial, LLC572.41KJun 30, 26-53.13K0.09%
Proactive Wealth Strategies LLC569.50KJun 30, 26-1.85K0.09%
Abacus Planning Group, Inc.565.26KJun 30, 26--0.09%
Kera Capital Partners, Inc.550.96KJun 30, 26+26.98K0.09%
Equinox Partners Investment Management LLC550.50KJun 30, 26+166.00K0.09%
COMMONWEALTH EQUITY SERVICES, LLC550.29KJun 30, 26+69.36K0.09%
Geneos Wealth Management Inc.548.03KJun 30, 26-24.28K0.09%
BANK OF MONTREAL /CAN/535.08KJun 30, 26-60.41K0.08%
Advisory Services Network, LLC519.43KJun 30, 26+8.65K0.08%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC491.17KJun 30, 26-5.12K0.08%
SCOTIA CAPITAL INC.477.19KJun 30, 26-280.83K0.08%
Hurley Capital, LLC466.56KJun 30, 26-3500.07%
Accordant Advisory Group Inc461.34KJun 30, 26-2.22K0.07%
Pacific Sage Partners, LLC455.65KJun 30, 26-4530.07%
INSIGNEO ADVISORY SERVICES, LLC449.74KJun 30, 26+88.78K0.07%
K.J. Harrison & Partners Inc445.98KJun 30, 26+230.01K0.07%
AE Wealth Management LLC442.72KJun 30, 26-134.80K0.07%
Grand Central Investment Group427.95KJun 30, 26-24.14K0.07%
BANK OF AMERICA CORP /DE/417.67KJun 30, 26+23.13K0.07%
Spears Abacus Advisors LLC405.85KJun 30, 26+4500.06%
Pekin Hardy Strauss, Inc.390.97KJun 30, 26+17.56K0.06%
EVERGREEN CAPITAL MANAGEMENT LLC389.52KJun 30, 26-10.90K0.06%
Forest Hill Capital, LLC388.00KJun 30, 26--0.06%
Bleakley Financial Group, LLC383.54KJun 30, 26-105.06K0.06%
NATIONAL BANK OF CANADA /FI/365.11KJun 30, 26-16.83K0.06%
TD Waterhouse Canada Inc.362.74KJun 30, 26+20.21K0.06%
Entruity Wealth, LLC361.46KJun 30, 26-31.21K0.06%
Private Advisor Group, LLC356.36KJun 30, 26-16.69K0.06%
CENTRAL TRUST Co330.98KJun 30, 26-56.70K0.05%
JPMORGAN CHASE & CO328.65KJun 30, 26-340.52K0.05%
Pine Valley Investments Ltd Liability Co302.88KJun 30, 26+62.54K0.05%
PARSONS CAPITAL MANAGEMENT INC/RI292.32KJun 30, 26-25.80K0.05%
WADDELL & ASSOCIATES, LLC288.06KJun 30, 26-1.77K0.05%
HOHIMER WEALTH MANAGEMENT, LLC258.80KJun 30, 26-3.75K0.04%
MENLO ADVISORS LLC251.71KJun 30, 26-2500.04%
New Harbor Financial Group, LLC236.27KJun 30, 26+10.92K0.04%
J.W. COLE ADVISORS, INC.233.63KJun 30, 26-32.17K0.04%
GREAT VALLEY ADVISOR GROUP, INC.224.36KJun 30, 26-4.07K0.04%
Fielder Capital Group LLC222.96KJun 30, 26-3.31K0.04%
Regency Capital Management Inc.\DE222.53KJun 30, 26-2.25K0.04%
Knoll Capital Management, LLC222.16KJun 30, 26--0.04%
FLOW TRADERS U.S. LLC221.86KJun 30, 26+72.68K0.04%
Anson Funds Management LP215.33KJun 30, 26-191.57K0.03%
NewEdge Wealth, LLC211.66KJun 30, 26--0.03%
Wealthcare Advisory Partners LLC205.54KJun 30, 26-2810.03%
UBS Group AG202.42KJun 30, 26-218.71K0.03%
SeaCrest Wealth Management, LLC201.84KJun 30, 26-15.73K0.03%
Belpointe Asset Management LLC196.82KJun 30, 26-560.03%
HARBOUR INVESTMENTS, INC.195.25KJun 30, 26+5210.03%
Rossby Financial, LCC194.16KJun 30, 26-1.80K0.03%
Manatuck Hill Partners, LLC192.20KJun 30, 26--0.03%
D.A. DAVIDSON & CO.189.43KJun 30, 26+15.32K0.03%
Financial Sense Advisors, Inc.183.17KJun 30, 26-311.32K0.03%
Resources Investment Advisors, LLC.177.15KJun 30, 26+31.44K0.03%
Rathbones Group PLC174.74KJun 30, 26-3.21K0.03%
Ancora Advisors, LLC172.94KJun 30, 26+7.38K0.03%
ABBINGTON INVESTMENT GROUP171.21KJun 30, 26-980.03%
Alpha Advisors, LLC/VA170.05KJun 30, 26+13.34K0.03%
FIDUCIARY TRUST CO170.03KJun 30, 26--0.03%
EverSource Wealth Advisors, LLC167.77KJun 30, 26+30.75K0.03%
Mariner, LLC165.38KJun 30, 26-48.75K0.03%
Sanctuary Advisors, LLC164.40KJun 30, 26+19.38K0.03%
Western Wealth Management, LLC161.76KJun 30, 26+11.03K0.03%
SIG North Trading, ULC161.68KJun 30, 26-65.30K0.03%
JOHNSON INVESTMENT COUNSEL INC157.55KJun 30, 26+1.00K0.02%
Stratos Wealth Partners, LTD.155.70KJun 30, 26-1150.02%
Foundations Investment Advisors, LLC155.45KJun 30, 26+103.99K0.02%
Integrated Wealth Concepts LLC151.12KJun 30, 26-39.75K0.02%
Walser Wealth Management Company, A Ltd Liability Co148.77KJun 30, 26+104.40K0.02%
Pasadena Private Wealth, LLC141.53KJun 30, 26+4.50K0.02%
Arkos Global Advisors140.60KJun 30, 26--0.02%
TCG Advisory Services, LLC139.28KJun 30, 26+14.88K0.02%
Harvest Investment Services, LLC137.52KJun 30, 26+4.62K0.02%
WOLVERINE ASSET MANAGEMENT LLC136.74KJun 30, 26+110.32K0.02%
SMART Wealth LLC135.92KJun 30, 26-3.85K0.02%
MML INVESTORS SERVICES, LLC135.80KJun 30, 26+20.53K0.02%
HC Advisors, LLC131.34KJun 30, 26+5.09K0.02%
October Effect Ltd129.97KJun 30, 26-50.82K0.02%
M. Kulyk & Associates, LLC124.72KJun 30, 26+22.42K0.02%
ArchPoint Investors124.36KJun 30, 26--0.02%
GUARDIAN WEALTH ADVISORS, LLC / NC123.59KJun 30, 26+9.47K0.02%
ALONGSIDE, LLC123.58KJun 30, 26+123.58K0.02%
49 WEALTH MANAGEMENT, LLC123.58KJun 30, 26+123.58K0.02%
Empirical Asset Management, LLC122.10KJun 30, 26+122.10K0.02%
XTX Topco Ltd120.63KJun 30, 26-57.81K0.02%
Atomi Financial Group, Inc.120.39KJun 30, 26+5.83K0.02%
PNC FINANCIAL SERVICES GROUP, INC.119.40KJun 30, 26-1830.02%
SMITH, MOORE & CO.117.48KJun 30, 26-2.42K0.02%
Baird Financial Group, Inc.116.70KJun 30, 26-2.15K0.02%
Mirae Asset Global Investments Co., Ltd.114.10KJun 30, 26+114.10K0.02%
Cerity Partners LLC112.17KJun 30, 26-5.71K0.02%
Colony Group, LLC111.17KJun 30, 26+30.39K0.02%
Waverly Advisors, LLC111.13KJun 30, 26-7.12K0.02%
Simplicity Wealth,LLC109.02KJun 30, 26+4.59K0.02%
Janney Montgomery Scott LLC107.59KJun 30, 26-4.80K0.02%
Ameritas Advisory Services, LLC106.23KJun 30, 26-24.52K0.02%
Larson Financial Group LLC105.57KJun 30, 26-1.49K0.02%
American Capital Advisory, LLC103.54KJun 30, 26-1380.02%
NewEdge Advisors, LLC101.11KJun 30, 26-31.51K0.02%
CreativeOne Wealth, LLC101.09KJun 30, 26+31.23K0.02%
Beaumont Financial Advisors, LLC101.07KJun 30, 26-2.09K0.02%
Sequoia Financial Advisors, LLC100.06KJun 30, 26+4410.02%
Nalls Sherbakoff Group, LLC99.01KJun 30, 26-1.70K0.02%
BEAM WEALTH ADVISORS, INC.98.75KJun 30, 26-1340.02%
Nokomis Capital, L.L.C.92.50KJun 30, 26-326.58K0.01%
Beutel, Goodman & Co Ltd.92.50KJun 30, 26--0.01%
COLUMBIA ADVISORY PARTNERS LLC91.54KJun 30, 26+4.55K0.01%
Cypress Wealth Services, LLC90.75KJun 30, 26+140.01%
Sicart Associates LLC89.70KJun 30, 26-1.20K0.01%
Beaird Harris Wealth Management, LLC87.13KJun 30, 26-28.61K0.01%
PFG Investments, LLC86.51KJun 30, 26+1.15K0.01%
Arnhold LLC85.00KJun 30, 26--0.01%
Ausdal Financial Partners, Inc.84.56KJun 30, 26+3.53K0.01%
CSS LLC/IL82.58KJun 30, 26+82.58K0.01%
SPIREPOINT PRIVATE CLIENT, LLC82.06KJun 30, 26+8000.01%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC81.94KJun 30, 26--0.01%
FIRST MANHATTAN CO. LLC.80.90KJun 30, 26--0.01%
FLYNN ZITO CAPITAL MANAGEMENT, LLC80.18KJun 30, 26--0.01%
CAPTRUST FINANCIAL ADVISORS78.47KJun 30, 26+20.12K0.01%
Blueprint Investment Partners LLC78.06KJun 30, 26-346.61K0.01%
Blueprint Financial Advisors LLC77.93KJun 30, 26-346.61K0.01%
GLENMEDE TRUST CO NA77.69KJun 30, 26--0.01%
Moors & Cabot, Inc.75.72KJun 30, 26+2320.01%
GLOBAL STRATEGIC MANAGEMENT INC75.00KJun 30, 26-5000.01%
North Star Investment Management Corp.73.91KJun 30, 26--0.01%
StoneX Group Inc.73.60KJun 30, 26+31.00K0.01%
KEYBANK NATIONAL ASSOCIATION/OH73.48KJun 30, 26--0.01%
OneAscent Financial Services LLC73.19KJun 30, 26+17.57K0.01%
CITADEL ADVISORS LLC72.31KJun 30, 26-814.36K0.01%
SRS Capital Advisors, Inc.72.09KJun 30, 26+38.19K0.01%
Mountain Lake Investment Management LLC67.32KJun 30, 26+4470.01%
Arkadios Wealth Advisors66.76KJun 30, 26+5.17K0.01%
Argent Trust Co65.55KJun 30, 26--0.01%
Tradition Wealth Management, LLC61.23KJun 30, 26--0.01%
Creative Planning60.79KJun 30, 26+9360.01%
OPPENHEIMER & CO INC59.66KJun 30, 26-2.10K0.01%
Alliance Wealth Advisors, LLC /UT58.01KJun 30, 26--0.01%
Elequin Securities, LLC57.50KJun 30, 26+27.50K0.01%
Savvy Advisors, Inc.57.09KJun 30, 26+8.14K0.01%
BLAIR WILLIAM & CO/IL56.77KJun 30, 26-1.43K0.01%
PKS Advisory Services, LLC55.24KJun 30, 26+55.24K0.01%
G&S Capital LLC54.95KJun 30, 26+2620.01%
Oxbow Advisors, LLC52.71KJun 30, 26+26.41K0.01%
Greenfield Seitz Capital Management, LLC52.03KJun 30, 26-3.85K0.01%
Synergy Asset Management, LLC51.81KJun 30, 26-1.94K0.01%
Mraz, Amerine & Associates, Inc.51.77KJun 30, 26--0.01%
BCV Asset Management Inc.51.63KJun 30, 26+3.88K0.01%
IHT Wealth Management, LLC51.56KJun 30, 26-8.94K0.01%
ISLAY CAPITAL MANAGEMENT, LLC51.12KJun 30, 26--0.01%
Steward Partners Investment Advisory, LLC50.10KJun 30, 26-11.84K0.01%
Destiny Wealth Partners, LLC45.45KJun 30, 26+1.59K0.01%
Evanson Financial, LLC45.30KJun 30, 26+45.30K0.01%
Providence Wealth Advisors, LLC45.05KJun 30, 26--0.01%
Lane Generational LLC44.33KJun 30, 26--0.01%
Ironwood Investment Counsel, LLC43.97KJun 30, 26--0.01%
STANSBERRY ASSET MANAGEMENT, LLC43.85KJun 30, 26--0.01%
Heritage Wealth Management, Inc.43.66KJun 30, 26-7.88K0.01%
NOMURA HOLDINGS INC42.34KJun 30, 26+42.34K0.01%
Kiker Wealth Management, LLC42.24KJun 30, 26+7.36K0.01%
Perennial Investment Advisors, LLC42.08KJun 30, 26+17.61K0.01%
Discipline Wealth Solutions, LLC41.39KJun 30, 26+5.46K0.01%
Exit Wealth Advisors, LLC.41.18KJun 30, 26--0.01%
Csenge Advisory Group41.15KJun 30, 26+1.85K0.01%
VanWeelden Wealth Management, LLC39.17KJun 30, 26+10.47K0.01%
MCGUIRE CAPITAL ADVISORS INC38.99KJun 30, 26-10.52K0.01%
Red Door Wealth Management, LLC38.31KJun 30, 26+38.31K0.01%
Black Diamond Financial, LLC38.14KJun 30, 26--0.01%
VAN DEN BERG MANAGEMENT I, INC38.02KJun 30, 26--0.01%
Sowell Financial Services LLC37.97KJun 30, 26+1.33K0.01%
TrustWell Financial Advisors, LLC36.84KJun 30, 26-1900.01%
DAGCO, INC.36.67KJun 30, 26-9160.01%
Merit Financial Group, LLC36.64KJun 30, 26--0.01%
Wakefield Asset Management LLLP36.41KJun 30, 26-10.05K0.01%
BEACON FINANCIAL GROUP36.08KJun 30, 26-1700.01%
Gateway Wealth Partners, LLC35.45KJun 30, 26-33.70K0.01%
Ignite Planners, LLC35.42KJun 30, 26+3.63K0.01%
ADE, LLC35.37KJun 30, 26+1880.01%
FOUNDERS FINANCIAL SECURITIES LLC34.78KJun 30, 26+1300.01%
TOTAL INVESTMENT MANAGEMENT INC33.92KJun 30, 26--0.01%
Latitude Advisors, LLC33.90KJun 30, 26+1100.01%
MATAURO, LLC32.99KJun 30, 26--0.01%
BAROMETER CAPITAL MANAGEMENT INC.32.70KJun 30, 26+7.30K0.01%
BENJAMIN EDWARDS INC32.33KJun 30, 26-1.79K0.01%
TOCQUEVILLE ASSET MANAGEMENT L.P.32.09KJun 30, 26--0.01%
Carnegie Lake Advisors LLC31.82KJun 30, 26--0.01%
Cornerstone Select Advisors, LLC31.20KJun 30, 26+31.20K0.00%
FOSTER DYKEMA CABOT & PARTNERS, LLC31.12KJun 30, 26--0.00%
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV30.00KJun 30, 26--0.00%
TWO SIGMA SECURITIES, LLC29.95KJun 30, 26-11.97K0.00%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV29.71KJun 30, 26--0.00%
O'Brien Greene & Co. Inc29.69KJun 30, 26--0.00%
Buckingham Strategic Partners29.65KJun 30, 26+2280.00%
STEPHENS INC /AR/29.59KJun 30, 26+5500.00%
180 WEALTH ADVISORS, LLC29.55KJun 30, 26+12.17K0.00%
SURIENCE PRIVATE WEALTH LLC28.53KJun 30, 26-8.40K0.00%
Outlook Wealth Advisors, LLC27.83KJun 30, 26--0.00%
WEDBUSH SECURITIES INC27.40KJun 30, 26-8340.00%
CAPITAL CITY TRUST CO/FL27.32KJun 30, 26-7.54K0.00%
SlateStone Wealth, LLC25.94KJun 30, 26--0.00%
Insight Inv LLC25.75KJun 30, 26--0.00%
Douglass Winthrop Advisors, LLC25.35KJun 30, 26--0.00%
IFG Advisory, LLC25.01KJun 30, 26+25.01K0.00%
SCHARF INVESTMENTS, LLC25.00KJun 30, 26+25.00K0.00%
Vident Advisory, LLC24.74KJun 30, 26+24.74K0.00%
Valmark Advisers, Inc.24.67KJun 30, 26--0.00%
HM PAYSON & CO24.60KJun 30, 26+10.25K0.00%
Cresset Asset Management, LLC24.43KJun 30, 26-5000.00%
FOUNDERS GROVE WEALTH PARTNERS, LLC23.88KJun 30, 26+1.40K0.00%
Man Group plc23.77KJun 30, 26+23.77K0.00%
Apollon Financial, LLC23.63KJun 30, 26--0.00%
Quadrant Private Wealth Management, LLC23.61KJun 30, 26--0.00%
LexAurum Advisors, LLC23.15KJun 30, 26-1.32K0.00%
MERCER GLOBAL ADVISORS INC /ADV22.59KJun 30, 26+2.57K0.00%
Vise Technologies, Inc.22.52KJun 30, 26+3.61K0.00%
IPG Investment Advisors LLC22.39KJun 30, 26--0.00%
Nadler Financial Group, Inc.22.27KJun 30, 26-4.90K0.00%
Nikulski Financial, Inc.21.97KJun 30, 26-8080.00%
UNIQUE WEALTH, LLC21.91KJun 30, 26+21.91K0.00%
Apollon Wealth Management, LLC21.64KJun 30, 26+6.70K0.00%
MCIA Inc21.50KJun 30, 26+2480.00%
Arlington Trust Co LLC21.10KJun 30, 26--0.00%
CIBC Bancorp USA Inc.21.06KJun 30, 26--0.00%
Advyzon Investment Management, LLC21.02KJun 30, 26+9.93K0.00%
NORTHWEST WEALTH MANAGEMENT, LLC20.87KJun 30, 26+2280.00%
FLAGSHIP HARBOR ADVISORS, LLC20.74KJun 30, 26+410.00%
Delta Investment Management, LLC20.62KJun 30, 26+6260.00%
ARS Wealth Advisors Group, LLC20.60KJun 30, 26--0.00%
SILVER OAK SECURITIES, INCORPORATED19.95KJun 30, 26+6210.00%
Melia Wealth LLC19.62KJun 30, 26--0.00%
Mission Financial Group, LLC19.52KJun 30, 26+19.52K0.00%
UNITED CAPITAL FINANCIAL ADVISERS, LLC19.00KJun 30, 26--0.00%
Bank of New York Mellon Corp17.94KJun 30, 26+3.00K0.00%
Badgley Phelps Wealth Managers, LLC17.73KJun 30, 26-7.45K0.00%
WILEY BROS.-AINTREE CAPITAL, LLC17.68KJun 30, 26+1000.00%
EP Wealth Advisors, LLC17.50KJun 30, 26+3.72K0.00%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17.30KJun 30, 26-1.50K0.00%
Meixler Investment Management, Ltd.17.07KJun 30, 26+1000.00%
JT Stratford LLC16.82KJun 30, 26--0.00%
MAI Capital Management16.74KJun 30, 26+8650.00%
NICOLET BANKSHARES INC16.24KJun 30, 26--0.00%
MONECO Advisors, LLC16.14KJun 30, 26+16.14K0.00%
CALIBER WEALTH MANAGEMENT, LLC / KS16.10KJun 30, 26--0.00%
Koshinski Asset Management, Inc.15.78KJun 30, 26-460.00%
LEVIN CAPITAL STRATEGIES, L.P.15.72KJun 30, 26-1.00K0.00%
Permanent Capital Management, LP15.72KJun 30, 26-1.00K0.00%
Allworth Financial LP15.65KJun 30, 26-2.54K0.00%
PARK AVENUE SECURITIES LLC15.49KJun 30, 26+1.49K0.00%
COMPASS FINANCIAL MANAGEMENT LLC15.48KJun 30, 26+15.48K0.00%
Sandy Cove Advisors, LLC15.35KJun 30, 26+3500.00%
Allen Capital Group, LLC15.34KJun 30, 26--0.00%
CERTUITY, LLC15.25KJun 30, 26--0.00%
NOVEM GROUP15.22KJun 30, 26-1000.00%
Neuberger Berman Group LLC15.20KJun 30, 26--0.00%
IFC Advisors LLC15.02KJun 30, 26+15.02K0.00%
Clearstead Advisors, LLC14.98KJun 30, 26-5.48K0.00%
Heritage Trust Co14.80KJun 30, 26--0.00%
Salomon & Ludwin, LLC14.74KJun 30, 26--0.00%
Robinson Value Management, Ltd.14.70KJun 30, 26--0.00%
THRIVENT FINANCIAL FOR LUTHERANS14.38KJun 30, 26--0.00%
1 NORTH WEALTH SERVICES LLC14.32KJun 30, 26--0.00%
Clarity Financial LLC14.29KJun 30, 26-1.26K0.00%
NovaPoint Capital, LLC14.06KJun 30, 26+1.20K0.00%
Sharp Financial Services, LLC13.70KJun 30, 26+1.00K0.00%
PFG Advisors13.64KJun 30, 26-31.52K0.00%
Arete Wealth Advisors, LLC13.54KJun 30, 26+13.54K0.00%
Alpha Financial Partners, LLC13.31KJun 30, 26+13.31K0.00%
Total Wealth Planning & Management, Inc.13.23KJun 30, 26-5.93K0.00%
V. M. MANNING & CO., INC.13.15KJun 30, 26+13.15K0.00%
Auxano Advisors, LLC13.15KJun 30, 26--0.00%
MGO ONE SEVEN LLC13.05KJun 30, 26-3.42K0.00%
Bogart Wealth, LLC13.01KJun 30, 26+6.80K0.00%
AQR CAPITAL MANAGEMENT LLC13.00KJun 30, 26+2.70K0.00%
SPWM Advisors LLC13.00KJun 30, 26--0.00%
Global View Capital Management LLC12.93KJun 30, 26-2.58K0.00%
Main Street Group, LTD12.78KJun 30, 26-7000.00%
Crown Wealth Group, LLC12.74KJun 30, 26--0.00%
Aptus Capital Advisors, LLC12.48KJun 30, 26--0.00%
LVW Advisors, LLC12.34KJun 30, 26+1710.00%
AlphaStar Capital Management, LLC12.32KJun 30, 26--0.00%
Bernicke Wealth Management, Ltd.12.30KJun 30, 26--0.00%
TCFG Investment Advisors, LLC11.96KJun 30, 26-3200.00%
J. Safra Sarasin Holding AG11.93KJun 30, 26+11.93K0.00%
FULCRUM WEALTH ADVISORS, LLC11.92KJun 30, 26-40.89K0.00%
RPS ADVISORY SOLUTIONS LLC11.60KJun 30, 26+1.64K0.00%
Modern Wealth Management, LLC11.51KJun 30, 26+800.00%
Pictet & Cie (Europe) SA11.45KJun 30, 26--0.00%
LifeWealth Investments, LLC11.45KJun 30, 26--0.00%
SEAVIEW INVESTMENT MANAGERS LLC11.32KJun 30, 26+11.32K0.00%
LEVEL FOUR ADVISORY SERVICES, LLC11.31KJun 30, 26+1.31K0.00%
SNS Financial Group, LLC11.30KJun 30, 26+11.30K0.00%
Diligent Investors, LLC11.20KJun 30, 26--0.00%
CENTAURUS FINANCIAL, INC.11.15KJun 30, 26+1.63K0.00%
Almanack Investment Partners, LLC.11.13KJun 30, 26--0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO10.94KJun 30, 26-3.58K0.00%
Investor's Fiduciary Advisor Network, LLC10.84KJun 30, 26--0.00%
KESTRA PRIVATE WEALTH SERVICES, LLC10.79KJun 30, 26-8280.00%
CI Private Wealth, LLC10.60KJun 30, 26+8110.00%
Savant Capital, LLC10.57KJun 30, 26+10.57K0.00%
Wilkerson Advisory Group LLC10.45KJun 30, 26-7410.00%
Welch Group, LLC10.17KJun 30, 26+1800.00%
Total Clarity Wealth Management, Inc.10.10KJun 30, 26+50.00%
Evelyn Partners Group Ltd10.10KJun 30, 26+10.10K0.00%
St. Louis Financial Planners Asset Management, LLC10.01KJun 30, 26--0.00%
Miracle Mile Advisors, LLC10.00KJun 30, 26--0.00%
UMB Bank, n.a.10.00KJun 30, 26-5.00K0.00%
BankPlus Trust Department9.14KJun 30, 26+9.14K0.00%
CALDWELL SUTTER CAPITAL, INC.7.68KJun 30, 26-1.72K0.00%
SouthState Corp7.59KJun 30, 26-4.10K0.00%
Strategic Wealth Partners, Ltd.7.14KJun 30, 26--0.00%
Activest Wealth Management7.04KJun 30, 26-40.00%
Continuum Advisory, LLC6.50KJun 30, 26+6.50K0.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management6.06KJun 30, 26--0.00%
Millstone Evans Group, LLC6.00KJun 30, 26--0.00%
Dogwood Wealth Management LLC5.95KJun 30, 26--0.00%
WEBSTER BANK, N. A.5.60KJun 30, 26--0.00%
Ronald Blue Trust, Inc.5.45KJun 30, 26--0.00%
ATLAS CAPITAL ADVISORS LLC5.40KJun 30, 26--0.00%
Community Financial Services Group, LLC5.33KJun 30, 26--0.00%
Atlatl Advisers LLC5.21KJun 30, 26+5.21K0.00%
IFP Advisors, Inc5.09KJun 30, 26-20.00%
PEOPLES FINANCIAL SERVICES CORP.5.00KJun 30, 26--0.00%
City State Bank5.00KJun 30, 26--0.00%
BESSEMER GROUP INC4.93KJun 30, 26+2.33K0.00%
Guardian Partners Inc.4.75KJun 30, 26+4.75K0.00%
Rockefeller Capital Management L.P.4.49KJun 30, 26+4.49K0.00%
Spire Wealth Management4.33KJun 30, 26-1.56K0.00%
Keating Financial Advisory Services, Inc.4.08KJun 30, 26--0.00%
Principia Wealth Advisory, LLC4.04KJun 30, 26+4800.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC3.70KJun 30, 26--0.00%
SIGNATUREFD, LLC3.65KJun 30, 26--0.00%
US BANCORP \DE\3.53KJun 30, 26+250.00%
Barnes Dennig Private Wealth Management LLC3.51KJun 30, 26--0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV3.31KJun 30, 26+3960.00%
HIGHLINE WEALTH PARTNERS LLC3.14KJun 30, 26--0.00%
Costello Asset Management, INC3.00KJun 30, 26--0.00%
Smithfield Trust Co3.00KJun 30, 26+3.00K0.00%
IMA Wealth, Inc.2.90KJun 30, 26+2.90K0.00%
Redwood Park Advisors LLC2.71KJun 30, 26--0.00%
LFA - Lugano Financial Advisors SA2.65KJun 30, 26+2.65K0.00%
Atlantic Union Bankshares Corp2.63KJun 30, 26--0.00%
Caitlin John, LLC2.60KJun 30, 26-9000.00%
BARCLAYS PLC2.50KJun 30, 26--0.00%
Princeton Global Asset Management LLC2.50KJun 30, 26--0.00%
Concord Wealth Partners2.50KJun 30, 26+2.50K0.00%
FRANKLIN RESOURCES INC2.50KJun 30, 26--0.00%
Hara Capital LLC2.23KJun 30, 26--0.00%
TRUST CO OF VERMONT2.06KJun 30, 26+2.06K0.00%
Pinnacle Wealth Planning Services, Inc.2.00KJun 30, 26--0.00%
Key FInancial Inc1.95KJun 30, 26--0.00%
LRI Investments, LLC1.75KJun 30, 26--0.00%
Parallel Advisors, LLC1.70KJun 30, 26--0.00%
NBC SECURITIES, INC.1.60KJun 30, 26--0.00%
PRIVATE TRUST CO NA1.54KJun 30, 26-120.00%
MOTCO1.45KJun 30, 26--0.00%
Purpose Unlimited Inc.1.40KJun 30, 26+500.00%
AdvisorNet Financial, Inc1.30KJun 30, 26-2000.00%
Hilltop National Bank1.25KJun 30, 26--0.00%
Luminist Capital LLC1.20KJun 30, 26--0.00%
Westside Investment Management, Inc.1.20KJun 30, 26--0.00%
First Pacific Financial1.11KJun 30, 26--0.00%
HUNTINGTON NATIONAL BANK1.07KJun 30, 26+1.07K0.00%
ORG Wealth Partners, LLC1.06KJun 30, 26--0.00%
Game Plan Financial Advisors, LLC1.04KJun 30, 26+1.04K0.00%
ROTHSCHILD INVESTMENT LLC1.00KJun 30, 26+6000.00%
Cassaday & Co Wealth Management LLC918Jun 30, 26+2660.00%
Ritter Daniher Financial Advisory LLC / DE862Jun 30, 26--0.00%
Colonial Trust Advisors750Jun 30, 26+7500.00%
Lodestone Wealth Management LLC750Jun 30, 26--0.00%
Parkside Financial Bank & Trust750Jun 30, 26--0.00%
MATHER GROUP, LLC.687Jun 30, 26--0.00%
Plante Moran Financial Advisors, LLC643Jun 30, 26--0.00%
Gen-Wealth Partners Inc640Jun 30, 26--0.00%
Financial Management Professionals, Inc.600Jun 30, 26--0.00%
Tradewinds Capital Management, LLC580Jun 30, 26+500.00%
Park Place Capital Corp575Jun 30, 26+5750.00%
Physician Wealth Advisors, Inc.572Jun 30, 26--0.00%
Cheviot Value Management, LLC500Jun 30, 26--0.00%
Gould Capital, LLC500Jun 30, 26--0.00%
Parvin Asset Management, LLC486Jun 30, 26-6.43K0.00%
Buck Wealth Strategies, LLC450Jun 30, 26+4500.00%
SWAN Capital LLC333Jun 30, 26--0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC300Jun 30, 26--0.00%
Global Retirement Partners, LLC250Jun 30, 26+2500.00%
BFSG, LLC240Jun 30, 26--0.00%
Burnham & Co LLC200Jun 30, 26+2000.00%
New England Capital Financial Advisors LLC125Jun 30, 26--0.00%
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV100Jun 30, 26--0.00%
Signature Resources Capital Management, LLC90Jun 30, 26+900.00%
ASSETMARK, INC82Jun 30, 26-130.00%
Markowski Investments77Jun 30, 26+770.00%
Smartleaf Asset Management LLC64Jun 30, 26--0.00%
REAP Financial Group, LLC60Jun 30, 26--0.00%
Triumph Capital Management50Jun 30, 26--0.00%
EVOLUTION WEALTH MANAGEMENT INC.30Jun 30, 26--0.00%
Asset Dedication, LLC17Jun 30, 26--0.00%
Cypress Capital Management LLC (WY)15Jun 30, 26--0.00%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors--Jun 30, 26-15.89K--
Quarry LP--Jun 30, 26-416.00K--
THOROUGHBRED FINANCIAL SERVICES, LLC--Jun 30, 26-9.87K--
HBW Advisory Services LLC--Jun 30, 26-10.19K--
Golden State Equity Partners--Jun 30, 26-20.94K--
Mayfair Advisory Group, LLC--Jun 30, 26-8.21K--
KINGSWOOD WEALTH ADVISORS, LLC--Jun 30, 26-9.93K--
Bullseye Investment Management, LLC--Jun 30, 26-100--
Annis Gardner Whiting Capital Advisors, LLC--Jun 30, 26-3.53K--
FWL INVESTMENT MANAGEMENT, LLC--Jun 30, 26-6.00K--
Independent Advisor Alliance--Jun 30, 26-52.96K--
GFI Investment Counsel Ltd.--Jun 30, 26-8.52K--
RK Capital Management, LLC/FL--Jun 30, 26-509.91K--
Collaborative Fund Advisors, LLC--Jun 30, 26-13.46K--
Shay Capital LLC--Jun 30, 26-60.00K--
LGL PARTNERS, LLC--Jun 30, 26-10.00K--
Guild Investment Management, Inc.--Jun 30, 26-9.70K--
MILLENNIUM MANAGEMENT LLC--Jun 30, 26-12.28K--
Laffer Tengler Investments--Jun 30, 26-10.00K--
FLAGSHIP WEALTH ADVISORS, LLC--Jun 30, 26-1.39K--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC--Jun 30, 26-21.91K--
Capital Investment Advisors, LLC--Jun 30, 26-13.84K--
Beacon Financial Advisory LLC--Jun 30, 26-9.25K--
FNY Investment Advisers, LLC--Jun 30, 26-2.00K--
PICTON MAHONEY ASSET MANAGEMENT--Jun 30, 26-8.13K--
NORTHEAST PLANNING ASSOCIATES, INC. / NH /--Jun 30, 26-36.45K--
J. Derek Lewis & Associates Inc.--Jun 30, 26-21.60K--
Chicago Partners Investment Group LLC--Jun 30, 26-14.27K--
CHANNING GLOBAL ADVISORS, LLC--Jun 30, 26-51--
Root Financial Partners, LLC--Jun 30, 26-3.00K--
Stratos Wealth Advisors, LLC--Jun 30, 26-9.58K--
Apriem Advisors--Jun 30, 26-9.00K--
Tower Research Capital LLC (TRC)--Jun 30, 26-2.23K--
PRELUDE CAPITAL MANAGEMENT, LLC--Jun 30, 26-32.71K--
TRUIST FINANCIAL CORP--Jun 30, 26-11.42K--
Cauble & Harre Wealth Management, Inc.--Jun 30, 26-9.64K--
LITTLEJOHN FINANCIAL SERVICES, INC.--Jun 30, 26-11.83K--
CLIFFORD SWAN INVESTMENT COUNSEL LLC--Jun 30, 26-8.72K--
Waratah Capital Advisors Ltd.--Jun 30, 26-27.78K--
JONES FINANCIAL COMPANIES LLLP--Jun 30, 26-2.37K--
Everest Financial Group LLC--Jun 30, 26-188.97K--
Farringdon Capital, Ltd.--Jun 30, 26-30.11K--
TRB Wealth Management, LLC--Jun 30, 26-45.19K--
Westmount Partners, LLC--Jun 30, 26-22.87K--
Legacy Wealth Managment, LLC/ID--Jun 30, 26-2--
PANORAMIC INVESTMENT ADVISORS, LLC--Jun 30, 26-19.62K--
Richard C. Young & CO., LTD.--Jun 30, 26-10.05K--
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP--Jun 30, 26-350.49K--
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management--Jun 30, 26-21.38K--
Montis Financial, LLC--Jun 30, 26-9.40K--
ZACKS INVESTMENT MANAGEMENT--Jun 30, 26-9.84K--
Asset Planning,Inc--Jun 30, 26-3.50K--
CANTOR FITZGERALD, L. P.--Jun 30, 26-48.04K--
Hexagon Capital Partners LLC--Jun 30, 26-8.31K--
Jump Financial, LLC--Jun 30, 26-122.81K--
Forum Financial Management, LP--Jun 30, 26-8.85K--
HT Partners LLC--Jun 30, 26-9.40K--
Quantinno Capital Management LP--Jun 30, 26-9.45K--
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP350.49KMar 31, 26-262.97K0.06%
Hunting Hill Global Capital, LLC252.25KMar 31, 26+252.25K0.04%
VectorGlobal IAG, Inc.71.91KMar 31, 26+71.91K0.01%
Evanson Asset Management, LLC45.30KMar 31, 26-5.00K0.01%
U.S. Capital Wealth Advisors, LLC35.84KMar 31, 26-17.64K0.01%
JOURNEY STRATEGIC WEALTH LLC31.39KMar 31, 26--0.00%
Sunbelt Securities, Inc.26.59KMar 31, 26+5.06K0.00%
TCFG WEALTH MANAGEMENT, LLC12.28KMar 31, 26-58.60K0.00%
Anfield Capital Management, LLC10.93KMar 31, 26--0.00%
EXENCIAL WEALTH ADVISORS, LLC9.35KMar 31, 26+9.35K0.00%
Capital Planning Advisors, LLC9.13KMar 31, 26--0.00%
Evelyn Partners Investment Management (Europe) Ltd9.10KMar 31, 26--0.00%
CWM, LLC8.37KMar 31, 26+3.50K0.00%
Evelyn Partners Investment Management LLP1.00KMar 31, 26+1.00K0.00%
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP613.46KDec 31, 25+613.46K0.10%
CIBC Private Wealth Group, LLC24.26KDec 31, 25+1000.00%
NICOLET ADVISORY SERVICES, LLC16.24KDec 31, 25--0.00%
PURE PORTFOLIOS HOLDINGS LLC13.88KDec 31, 25-2.01K0.00%
ORG Partners LLC1.55KDec 31, 25-2120.00%
PERRITT CAPITAL MANAGEMENT INC--Dec 31, 25-3.00K--
Glenmede Investment Management, LP268.61KSep 30, 25-74.11K0.04%
Financial Advocates Investment Management105.50KSep 30, 25+2.70K0.02%
Apexium Financial, LP19.00KSep 30, 25--0.00%
Moloney Securities Asset Management, LLC13.16KSep 30, 25+2.45K0.00%
Bard Financial Services, Inc.13.00KSep 30, 25-1.95K0.00%
Promus Capital, LLC12.00KSep 30, 25+12.00K0.00%
Atria Wealth Solutions, Inc.134.23KJun 30, 25+15.38K0.02%
AVANTAX ADVISORY SERVICES, INC.46.24KJun 30, 25+16.80K0.01%
David Wealth Management LLC34.20KJun 30, 25--0.01%
First Horizon Advisors, Inc.--Jun 30, 25-3.60K--
Cutter & CO Brokerage, Inc.168.77KMar 31, 25+12.70K0.03%
Sandy Spring Bank2.63KMar 31, 25--0.00%
WR Wealth Planners, LLC26.42KDec 31, 24+2.98K0.00%
Sugarloaf Wealth Management, LLC6.50KDec 31, 24--0.00%
HTLF Bank--Dec 31, 24-13.50K--
RAYMOND JAMES & ASSOCIATES2.33MSep 30, 24+263.19K0.37%
Bridge Advisory, LLC903.46KSep 30, 24-8.80K0.14%
Raymond James Financial Services Advisors, Inc.326.85KSep 30, 24+34.02K0.05%
RAYMOND JAMES TRUST N.A.34.42KSep 30, 24--0.01%
GUARDIAN CAPITAL ADVISORS LP16.35KSep 30, 24--0.00%
FinTrust Capital Advisors, LLC10.60KSep 30, 24--0.00%
Planning Capital Management Corp600Sep 30, 24+6000.00%
BlackRock Inc.22.87MJun 30, 24-1.24M3.62%
BUCKINGHAM STRATEGIC WEALTH, LLC14.04KJun 30, 24--0.00%
ICA Group Wealth Management, LLC--Jun 30, 24-6.49K--
Cetera Advisor Networks LLC489.64KMar 31, 24-109.21K0.08%
Cetera Advisors LLC199.58KMar 31, 24+122.15K0.03%
Highlander Capital Management, LLC76.50KMar 31, 24-1.50K0.01%
Retirement Group, LLC23.48KMar 31, 24--0.00%
Benedetti & Gucer, Inc.11.28KMar 31, 24--0.00%
CAMBRIDGE TRUST CO6.40KMar 31, 24--0.00%
Simplicity Solutions, LLC310.48KDec 31, 23+43.49K0.05%
WEALTHSOURCE PARTNERS, LLC214.18KDec 31, 23+2.55K0.03%
Cannell & Co.194.00KDec 31, 23--0.03%
J Arnold Wealth Management Co75.00KDec 31, 23-3.75K0.01%
FOCUS FINANCIAL NETWORK INC /ADV11.78KDec 31, 23+11.78K0.00%
TELEMUS CAPITAL, LLC11.18KDec 31, 23--0.00%
DUBUQUE BANK & TRUST CO100.55KSep 30, 23-13.61K0.02%
FOSTER DYKEMA CABOT & CO INC/MA32.17KSep 30, 23--0.01%
TIAA, FSB203.90KJun 30, 23--0.03%
Carlsbad Wealth Advisory Group, Inc.11.44KJun 30, 23+11.44K0.00%
TimeScale Financial, Inc.1.14KJun 30, 23--0.00%
Ahrens Investment Partners LLC4.24KMar 31, 23+4.24K0.00%
Baldrige Asset Management LLC494Mar 31, 23--0.00%
BOENNING & SCATTERGOOD, INC.17.23KDec 31, 22--0.00%
TRUSTCORE FINANCIAL SERVICES, LLC4.68KDec 31, 22--0.00%
Capital Directions Investment Advisors, LLC612Dec 31, 22+6120.00%
American Portfolios Advisors18.00KSep 30, 22--0.00%
Beaumont Financial Partners, LLC13.46KSep 30, 22-5.25K0.00%
FourThought Financial, LLC2.05KSep 30, 22+7460.00%
ACG Wealth--Sep 30, 22-4.00K--
Cordasco Financial Network1.00KJun 30, 22--0.00%
BIVIN & ASSOCIATES, INC.--Jun 30, 22-111--
Meristem Family Wealth, LLC14.20KMar 31, 22--0.00%
Dixon Hughes Goodman Wealth Advisors LLC5.80KMar 31, 22--0.00%
KINGS POINT CAPITAL MANAGEMENT1.50KMar 31, 22--0.00%
NEXT Financial Group, Inc48.25KDec 31, 21-2.59K0.01%
Carroll Financial Associates, Inc.6.41KDec 31, 21+4620.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV24.05KSep 30, 21--0.00%
Sonora Investment Management, LLC5.00KSep 30, 21--0.00%
Epstein & White Financial LLC32.00KJun 30, 21+32.00K0.01%
USCA RIA LLC21.72KJun 30, 21+1.00K0.00%
Geier Asset Management, Inc.--Jun 30, 21-12.40K--
Lighthouse Financial Advisors, Inc.14.24KMar 31, 21+14.24K0.00%
OLD MISSION CAPITAL, LLC10.77KDec 31, 20+10.77K0.00%
Jupiter Investment Management Ltd4.85MJun 30, 20+4.85M0.77%
LADENBURG THALMANN FINANCIAL SERVICES INC.143.70KDec 31, 19-2.29K0.02%
Advisor Group, Inc.48.32KDec 31, 19+10.18K0.01%
NEXT Financial Holdings450Mar 31, 19+4500.00%
CUE ADVISORY SERVICES, INC.11.24KSep 30, 18+1950.00%
NATIONAL PLANNING CORP179Dec 31, 17-107.42K0.00%
Commonwealth Equity Services, Inc112.29KJun 30, 17+48.49K0.02%
Virtu KCG Holdings LLC10.96KJun 30, 17+10.96K0.00%
WFG Advisors, LP6.70KJun 30, 17--0.00%
TIAA CREF TRUST CO FSB/MO180.50KMar 31, 17+72.00K0.03%
BLACKROCK ADVISORS LLC187.40KDec 31, 16--0.03%
MSI Financial Services Inc65.06KDec 31, 16+6.16K0.01%
Limestone Value Partners, LLC--Sep 30, 16-100.00K--
Pinnacle Summer Investments, Inc.1.39KDec 31, 15-6.10K0.00%
CITY NATIONAL BANK52.65KSep 30, 15--0.01%
PORTOLA GROUP INC /CA647.80KJun 30, 15-40.75K0.10%
Altus Capital Inc.27.00KJun 30, 15-53.00K0.00%
Mariner Wealth Advisors-NYC, LLC7.05KMar 31, 15+7.05K0.00%
STANCORP INVESTMENT ADVISERS INC1.09KMar 31, 15--0.00%
NEW ENGLAND SECURITIES CORP /MA/26.61KDec 31, 14-1080.00%
UBS AG5.00KSep 30, 14+4.80K0.00%
Jane Street Holding, LLC--Dec 31, 13-28.25K--
KNIGHT CAPITAL GROUP LLC--Jun 30, 13-10.78K--

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.