PIMCO Corporate & Income Opportunity Fund(PTY)

$11.74—

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PIMCO Corporate & Income Opportunity Fund(PTY)

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$11.74—

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PTY(PTY)

PTY

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Institutional Ownership

Top 310 Institutional Holders

Holder	Shares	Date	Change	% Held
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.72M	Jun 30, 26	+5.81K	1.28%
LPL Financial LLC	2.65M	Jun 30, 26	-95.00K	1.25%
MORGAN STANLEY	2.60M	Jun 30, 26	+15.62K	1.22%
WELLS FARGO & COMPANY/MN	2.45M	Jun 30, 26	+310.72K	1.16%
XML Financial, LLC	1.75M	Jun 30, 26	+163.54K	0.83%
Invesco Ltd.	1.49M	Jun 30, 26	+108.43K	0.70%
Cetera Investment Advisers	1.30M	Jun 30, 26	+148.46K	0.61%
ENVESTNET ASSET MANAGEMENT INC	949.38K	Jun 30, 26	+112.47K	0.45%
ADVISOR GROUP HOLDINGS, INC.	931.88K	Jun 30, 26	+114.64K	0.44%
GUGGENHEIM CAPITAL LLC	794.12K	Jun 30, 26	+179.09K	0.37%
Logan Stone Capital, LLC	675.43K	Jun 30, 26	-109.44K	0.32%
ROYAL BANK OF CANADA	638.18K	Jun 30, 26	+37.87K	0.30%
AXXCESS WEALTH MANAGEMENT, LLC	624.69K	Jun 30, 26	+624.69K	0.29%
Equitable Holdings, Inc.	553.11K	Jun 30, 26	+4.64K	0.26%
Cambridge Investment Research Advisors, Inc.	531.45K	Jun 30, 26	+31.29K	0.25%
PFG Investments, LLC	504.39K	Jun 30, 26	-122.94K	0.24%
Private Advisor Group, LLC	477.87K	Jun 30, 26	-178.64K	0.23%
Accel Wealth Management	448.73K	Jun 30, 26	-55.67K	0.21%
COMMONWEALTH EQUITY SERVICES, LLC	441.51K	Jun 30, 26	-17.42K	0.21%
Kestra Advisory Services, LLC	413.46K	Jun 30, 26	+4.09K	0.20%
Evergreen Wealth Management, LLC	388.87K	Jun 30, 26	+23.23K	0.18%
Dynamic Advisor Solutions LLC	382.35K	Jun 30, 26	+32.56K	0.18%
BANK OF AMERICA CORP /DE/	336.24K	Jun 30, 26	+24.24K	0.16%
Noble Wealth Management PBC	333.05K	Jun 30, 26	+71.44K	0.16%
TRUIST FINANCIAL CORP	309.62K	Jun 30, 26	+21.46K	0.15%
Steward Partners Investment Advisory, LLC	278.44K	Jun 30, 26	+55.59K	0.13%
RAYMOND JAMES FINANCIAL INC	260.45K	Jun 30, 26	+29.44K	0.12%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	257.09K	Jun 30, 26	+194.95K	0.12%
Thomas J. Herzfeld Advisors, Inc.	252.53K	Jun 30, 26	+2.56K	0.12%
ICON ADVISERS INC/CO	247.82K	Jun 30, 26	+247.82K	0.12%
RIVERNORTH CAPITAL MANAGEMENT, LLC	242.43K	Jun 30, 26	-43.93K	0.11%
PRINCIPAL SECURITIES, INC.	193.28K	Jun 30, 26	+4.45K	0.09%
Strategic Wealth Partners, Ltd.	185.86K	Jun 30, 26	-12.20K	0.09%
XTX Topco Ltd	183.37K	Jun 30, 26	+34.58K	0.09%
STIFEL FINANCIAL CORP	176.46K	Jun 30, 26	+1.18K	0.08%
Beta Wealth Group, Inc.	174.78K	Jun 30, 26	-1.94K	0.08%
Smith Asset Management Co., LLC	167.50K	Jun 30, 26	+2.30K	0.08%
AG Asset Advisory, LLC	164.64K	Jun 30, 26	+12.24K	0.08%
UBS Group AG	157.10K	Jun 30, 26	-29.11K	0.07%
Foundations Investment Advisors, LLC	143.70K	Jun 30, 26	+143.70K	0.07%
Elm3 Financial Group, LLC	140.96K	Jun 30, 26	-19.07K	0.07%
Plotkin Financial Advisors, LLC	127.71K	Jun 30, 26	-3.73K	0.06%
HighTower Advisors, LLC	127.52K	Jun 30, 26	+58.41K	0.06%
Ausdal Financial Partners, Inc.	125.27K	Jun 30, 26	+9.71K	0.06%
Zullo Investment Group, Inc.	119.17K	Jun 30, 26	-9.79K	0.06%
Covenant Asset Management, LLC	118.28K	Jun 30, 26	-7.80K	0.06%
ABSOLUTE INVESTMENT ADVISERS, LLC	116.06K	Jun 30, 26	+33.42K	0.05%
C2C Wealth Management, LLC	108.39K	Jun 30, 26	-600	0.05%
Financial Engines Advisors L.L.C.	105.32K	Jun 30, 26	-709	0.05%
CITADEL ADVISORS LLC	102.91K	Jun 30, 26	+102.91K	0.05%
First Heartland Consultants, Inc.	99.43K	Jun 30, 26	+99.43K	0.05%
UMB Bank, n.a.	99.00K	Jun 30, 26	--	0.05%
NBT BANK N A /NY	98.40K	Jun 30, 26	--	0.05%
CARY STREET PARTNERS FINANCIAL LLC	92.27K	Jun 30, 26	+1.56K	0.04%
COHEN & STEERS, INC.	90.00K	Jun 30, 26	+90.00K	0.04%
SRS Capital Advisors, Inc.	88.11K	Jun 30, 26	+70.94K	0.04%
NewEdge Advisors, LLC	82.56K	Jun 30, 26	-3.11K	0.04%
Mariner, LLC	77.65K	Jun 30, 26	-52.80K	0.04%
Sanctuary Advisors, LLC	69.38K	Jun 30, 26	+3.48K	0.03%
Wealthspire Advisors, LLC	68.90K	Jun 30, 26	-7.75K	0.03%
Cornerstone Wealth Management, LLC	68.07K	Jun 30, 26	-44	0.03%
Janney Montgomery Scott LLC	67.66K	Jun 30, 26	-3.50K	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	67.30K	Jun 30, 26	-25.94K	0.03%
Main Street Group, LTD	67.10K	Jun 30, 26	+2.44K	0.03%
Savant Capital, LLC	67.01K	Jun 30, 26	+67.01K	0.03%
MML INVESTORS SERVICES, LLC	66.21K	Jun 30, 26	+6.65K	0.03%
ORLEANS CAPITAL MANAGEMENT CORP/LA	64.83K	Jun 30, 26	--	0.03%
Triumph Capital Management	61.61K	Jun 30, 26	-5.54K	0.03%
JANE STREET GROUP, LLC	60.52K	Jun 30, 26	-148.92K	0.03%
Samalin Investment Counsel, LLC	57.64K	Jun 30, 26	-26.21K	0.03%
Sovran Advisors, LLC	55.76K	Jun 30, 26	+1.06K	0.03%
Sigma Planning Corp	55.34K	Jun 30, 26	+12.53K	0.03%
Resources Investment Advisors, LLC.	53.49K	Jun 30, 26	-5.35K	0.03%
Rockefeller Capital Management L.P.	52.53K	Jun 30, 26	+11.21K	0.02%
J.W. COLE ADVISORS, INC.	52.18K	Jun 30, 26	+52.18K	0.02%
OPPENHEIMER & CO INC	52.14K	Jun 30, 26	-34.61K	0.02%
MINDSET WEALTH MANAGEMENT, LLC	51.78K	Jun 30, 26	--	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	51.65K	Jun 30, 26	-9.63K	0.02%
GHE, LLC	51.45K	Jun 30, 26	--	0.02%
Mission Hills Financial Advisory, LLC	51.27K	Jun 30, 26	+51.27K	0.02%
NWAM LLC	48.39K	Jun 30, 26	+4.58K	0.02%
Quarry LP	48.28K	Jun 30, 26	+13.86K	0.02%
Arkadios Wealth Advisors	46.59K	Jun 30, 26	+615	0.02%
WEALTH EFFECTS LLC	46.31K	Jun 30, 26	-67	0.02%
HARBOUR INVESTMENTS, INC.	46.29K	Jun 30, 26	-8.19K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	43.24K	Jun 30, 26	-1.79K	0.02%
Diversify Advisory Services, LLC	43.24K	Jun 30, 26	+43.24K	0.02%
HOLLENCREST CAPITAL MANAGEMENT	42.41K	Jun 30, 26	-4.10K	0.02%
NWF Advisory Services Inc.	41.33K	Jun 30, 26	+1.94K	0.02%
Stratos Wealth Partners, LTD.	41.24K	Jun 30, 26	+10.10K	0.02%
Accelerate Investment Advisors LLC	41.13K	Jun 30, 26	-3.32K	0.02%
CAPTRUST FINANCIAL ADVISORS	40.14K	Jun 30, 26	-66.57K	0.02%
CHOREO, LLC	38.70K	Jun 30, 26	-856	0.02%
Avestar Capital, LLC	34.00K	Jun 30, 26	+22.00K	0.02%
Capital Analysts, LLC	32.95K	Jun 30, 26	--	0.02%
PARK AVENUE SECURITIES LLC	32.61K	Jun 30, 26	+8.18K	0.02%
Collaborative Wealth Managment Inc.	31.67K	Jun 30, 26	+1.84K	0.01%
FIFTH THIRD BANCORP	31.25K	Jun 30, 26	+1.43K	0.01%
Colony Group, LLC	30.34K	Jun 30, 26	+11.26K	0.01%
Red Door Wealth Management, LLC	30.12K	Jun 30, 26	--	0.01%
IHT Wealth Management, LLC	29.90K	Jun 30, 26	-3.75K	0.01%
Atomi Financial Group, Inc.	29.71K	Jun 30, 26	+29.71K	0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	28.48K	Jun 30, 26	-4.58K	0.01%
Western Wealth Management, LLC	26.89K	Jun 30, 26	-2.23K	0.01%
B. Riley Wealth Advisors, Inc.	26.63K	Jun 30, 26	+95	0.01%
DELTA FINANCIAL ADVISORS LLC	26.60K	Jun 30, 26	-7.78K	0.01%
Argyle Capital Partners, LLC	26.15K	Jun 30, 26	-389	0.01%
CENTAURUS FINANCIAL, INC.	25.34K	Jun 30, 26	+358	0.01%
Beacon Pointe Advisors, LLC	25.13K	Jun 30, 26	+60	0.01%
Taylor & Morgan Wealth Management, LLC	24.33K	Jun 30, 26	+677	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	22.80K	Jun 30, 26	+139	0.01%
IAMS WEALTH MANAGEMENT, LLC	22.00K	Jun 30, 26	--	0.01%
SYM FINANCIAL Corp	21.77K	Jun 30, 26	+1.64K	0.01%
PATRON PARTNERS, LLC	21.48K	Jun 30, 26	+99	0.01%
NOMURA HOLDINGS INC	20.00K	Jun 30, 26	+5.20K	0.01%
VestGen Advisors, LLC	19.40K	Jun 30, 26	--	0.01%
Creative Planning	19.03K	Jun 30, 26	-2.41K	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	18.89K	Jun 30, 26	+493	0.01%
INSIGNEO ADVISORY SERVICES, LLC	18.71K	Jun 30, 26	+464	0.01%
Advisors Asset Management, Inc.	18.22K	Jun 30, 26	+17.72K	0.01%
D.A. DAVIDSON & CO.	18.22K	Jun 30, 26	+387	0.01%
Wealth Alliance Advisory Group, LLC	18.20K	Jun 30, 26	+358	0.01%
PATTEN & PATTEN INC/TN	17.99K	Jun 30, 26	+517	0.01%
HighPoint Advisor Group LLC	17.52K	Jun 30, 26	+565	0.01%
VERUS CAPITAL PARTNERS, LLC	16.97K	Jun 30, 26	-2.27K	0.01%
FULTON BREAKEFIELD BROENNIMAN LLC	16.75K	Jun 30, 26	--	0.01%
Farther Finance Advisors, LLC	16.40K	Jun 30, 26	-3.17K	0.01%
BOOTHBAY FUND MANAGEMENT, LLC	15.69K	Jun 30, 26	+996	0.01%
Integrated Wealth Concepts LLC	15.54K	Jun 30, 26	+15.54K	0.01%
CI Private Wealth, LLC	15.47K	Jun 30, 26	+15.47K	0.01%
McAdam, LLC	15.32K	Jun 30, 26	--	0.01%
Wharton Business Group, LLC	15.08K	Jun 30, 26	+433	0.01%
Disciplined Investments, LLC	15.00K	Jun 30, 26	--	0.01%
Rathbones Group PLC	15.00K	Jun 30, 26	--	0.01%
Beacon Financial Advisory LLC	14.73K	Jun 30, 26	+305	0.01%
Madison Wealth Partners, Inc	14.62K	Jun 30, 26	-5.00K	0.01%
INSTRUMENTAL WEALTH, LLC	14.58K	Jun 30, 26	+1.25K	0.01%
SCOTIA CAPITAL INC.	14.33K	Jun 30, 26	+1.19K	0.01%
Independent Advisor Alliance	14.13K	Jun 30, 26	-357.68K	0.01%
TWO SIGMA SECURITIES, LLC	13.85K	Jun 30, 26	+2.51K	0.01%
WEDBUSH SECURITIES INC	13.58K	Jun 30, 26	-1.43K	0.01%
BlackRock, Inc.	13.16K	Jun 30, 26	--	0.01%
AE Wealth Management LLC	13.00K	Jun 30, 26	-17.61K	0.01%
TPG Advisors LLC	12.15K	Jun 30, 26	-3.46K	0.01%
Allworth Financial LP	12.03K	Jun 30, 26	-3.10K	0.01%
STEPHENS INC /AR/	11.93K	Jun 30, 26	+413	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	11.85K	Jun 30, 26	+1.85K	0.01%
McAlister, Sweet & Associates, Inc.	11.81K	Jun 30, 26	+11.81K	0.01%
Cresset Asset Management, LLC	11.30K	Jun 30, 26	+11.30K	0.01%
Significant Wealth Partners LLC	11.09K	Jun 30, 26	+194	0.01%
BSW Wealth Partners	10.60K	Jun 30, 26	+60	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	10.39K	Jun 30, 26	+78	0.00%
Marex Group plc	10.30K	Jun 30, 26	+10.30K	0.00%
CoreCap Advisors, LLC	9.90K	Jun 30, 26	+9.00K	0.00%
NBC SECURITIES, INC.	9.15K	Jun 30, 26	-1.68K	0.00%
Global Retirement Partners, LLC	8.83K	Jun 30, 26	+8.83K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	7.59K	Jun 30, 26	-300	0.00%
PRIVATE TRUST CO NA	7.24K	Jun 30, 26	-30.15K	0.00%
Ameritas Advisory Services, LLC	6.21K	Jun 30, 26	+6.21K	0.00%
HARBOR INVESTMENT ADVISORY, LLC	6.11K	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	5.80K	Jun 30, 26	-2.30K	0.00%
Parallel Advisors, LLC	5.60K	Jun 30, 26	+1.15K	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	4.88K	Jun 30, 26	+148	0.00%
Spire Wealth Management	4.48K	Jun 30, 26	+1	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	3.96K	Jun 30, 26	+519	0.00%
MERCER GLOBAL ADVISORS INC /ADV	3.95K	Jun 30, 26	+3.95K	0.00%
Cape Investment Advisory, Inc.	3.78K	Jun 30, 26	+3.78K	0.00%
EverSource Wealth Advisors, LLC	3.45K	Jun 30, 26	-5.50K	0.00%
Bank of New Hampshire	3.42K	Jun 30, 26	--	0.00%
FNY Investment Advisers, LLC	3.20K	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	3.07K	Jun 30, 26	+3.07K	0.00%
Nova Wealth Management, Inc.	3.02K	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	2.69K	Jun 30, 26	--	0.00%
Versant Capital Management, Inc	2.50K	Jun 30, 26	--	0.00%
WEBSTER BANK, N. A.	2.20K	Jun 30, 26	--	0.00%
Heritage Wealth Advisors	1.92K	Jun 30, 26	+1.92K	0.00%
EASTERN BANK	1.80K	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	1.60K	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	1.50K	Jun 30, 26	--	0.00%
Princeton Global Asset Management LLC	1.38K	Jun 30, 26	+39	0.00%
PIN OAK INVESTMENT ADVISORS INC	1.31K	Jun 30, 26	+100	0.00%
Axiom Investment Management LLC	1.23K	Jun 30, 26	--	0.00%
IFG Advisory, LLC	1.08K	Jun 30, 26	+1.08K	0.00%
MCF Advisors LLC	1.07K	Jun 30, 26	+1.07K	0.00%
SALEM INVESTMENT COUNSELORS INC	1.00K	Jun 30, 26	+975	0.00%
Crewe Advisors LLC	850	Jun 30, 26	--	0.00%
Moisand Fitzgerald Tamayo, LLC	745	Jun 30, 26	--	0.00%
CX Institutional	725	Jun 30, 26	-790	0.00%
Coston, McIsaac & Partners	695	Jun 30, 26	+20	0.00%
Smartleaf Asset Management LLC	602	Jun 30, 26	--	0.00%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	500	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	425	Jun 30, 26	--	0.00%
Larson Financial Group LLC	407	Jun 30, 26	+407	0.00%
GHP Investment Advisors, Inc.	400	Jun 30, 26	-2.25K	0.00%
Ancora Advisors, LLC	300	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	300	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	300	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	226	Jun 30, 26	+226	0.00%
BRYN MAWR TRUST Co	200	Jun 30, 26	--	0.00%
HOEY INVESTMENTS, INC	151	Jun 30, 26	--	0.00%
Strategic Investment Solutions, Inc. /IL	133	Jun 30, 26	+33	0.00%
FIRST HORIZON CORP	100	Jun 30, 26	+100	0.00%
ASSETMARK, INC	98	Jun 30, 26	-500	0.00%
Kingdom Financial Group LLC.	4	Jun 30, 26	-445	0.00%
MASSMUTUAL TRUST CO FSB/ADV	2	Jun 30, 26	--	0.00%
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-449	--
RMG Wealth Management LLC	--	Jun 30, 26	-36.31K	--
TABLEAUX LLC	--	Jun 30, 26	-10.32K	--
Golden State Equity Partners	--	Jun 30, 26	-368.36K	--
MARK SHEPTOFF FINANCIAL PLANNING, LLC	--	Jun 30, 26	-1.23K	--
Virtu Financial LLC	--	Jun 30, 26	-38.74K	--
Geneos Wealth Management Inc.	--	Jun 30, 26	-250	--
LEVEL FOUR ADVISORY SERVICES, LLC	--	Jun 30, 26	-11.13K	--
Shay Capital LLC	--	Jun 30, 26	-74.47K	--
Fortitude Family Office, LLC	--	Jun 30, 26	-700	--
Advisory Services Network, LLC	--	Jun 30, 26	-303	--
NORTHERN TRUST CORP	--	Jun 30, 26	-24.36K	--
Beaird Harris Wealth Management, LLC	--	Jun 30, 26	-475	--
MAI Capital Management	--	Jun 30, 26	-3.00K	--
Institute for Wealth Management, LLC.	--	Jun 30, 26	-16.74K	--
Boreal Capital Management LLC	--	Jun 30, 26	-1	--
SIGNATUREFD, LLC	--	Jun 30, 26	-200	--
Osbon Capital Management LLC	--	Jun 30, 26	-8.99K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-226	--
Belpointe Asset Management LLC	--	Jun 30, 26	-25.00K	--
Lido Advisors, LLC	--	Jun 30, 26	-30.95K	--
JONES FINANCIAL COMPANIES LLLP	--	Jun 30, 26	-2.00K	--
Pensionmark Financial Group, LLC	--	Jun 30, 26	-31.79K	--
READYSTATE ASSET MANAGEMENT LP	--	Jun 30, 26	-70.43K	--
EXENCIAL WEALTH ADVISORS, LLC	61.02K	Mar 31, 26	-1.51K	0.03%
Beacon Pointe Advisors, LLC	25.07K	Mar 31, 26	+13.25K	0.01%
CENTAURUS FINANCIAL, INC.	24.98K	Mar 31, 26	+1.90K	0.01%
Kingsview Wealth Management, LLC	23.07K	Mar 31, 26	-6.29K	0.01%
CWM, LLC	10.61K	Mar 31, 26	+4.25K	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	10.00K	Mar 31, 26	-15.69K	0.00%
GILL CAPITAL PARTNERS, LLC	5.66K	Mar 31, 26	+5.66K	0.00%
Sunbelt Securities, Inc.	3.60K	Mar 31, 26	-28.44K	0.00%
Vermillion & White Wealth Management Group, LLC	--	Mar 31, 26	-2.09K	--
Prosperity Wealth Management, Inc.	73.66K	Dec 31, 25	-22.12K	0.03%
COMERICA BANK	17.57K	Dec 31, 25	+487	0.01%
CIBC Private Wealth Group, LLC	1.50K	Dec 31, 25	--	0.00%
Apexium Financial, LP	25.44K	Sep 30, 25	+236	0.01%
OPTIMUM INVESTMENT ADVISORS	22.90K	Sep 30, 25	--	0.01%
GRIES FINANCIAL LLC	17.17K	Sep 30, 25	+17.17K	0.01%
AllSquare Wealth Management LLC	700	Sep 30, 25	--	0.00%
Copperwynd Financial, LLC	27.41K	Jun 30, 25	+628	0.01%
Capital Market Strategies LLC	20.96K	Jun 30, 25	+20.96K	0.01%
AVANTAX ADVISORY SERVICES, INC.	16.01K	Jun 30, 25	-323	0.01%
TFG Advisers LLC	11.98K	Jun 30, 25	-320	0.01%
Atria Wealth Solutions, Inc.	10.05K	Jun 30, 25	-35.80K	0.00%
Sheaff Brock Investment Advisors, LLC	10.13K	Mar 31, 25	+10.13K	0.00%
AlphaMark Advisors, LLC	8.28K	Dec 31, 24	+229	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-232	--
Raymond James Financial Services Advisors, Inc.	524.51K	Sep 30, 24	+62.18K	0.25%
RAYMOND JAMES & ASSOCIATES	109.33K	Sep 30, 24	+5.82K	0.05%
RAYMOND JAMES TRUST N.A.	35.65K	Sep 30, 24	--	0.02%
All Season Financial Advisors, Inc.	34.05K	Sep 30, 24	+308	0.02%
SpiderRock Advisors, LLC	17.00K	Sep 30, 24	--	0.01%
M&R CAPITAL MANAGEMENT INC	1.80K	Sep 30, 24	--	0.00%
ICA Group Wealth Management, LLC	2.85K	Jun 30, 24	--	0.00%
Cetera Advisor Networks LLC	463.89K	Mar 31, 24	+78.36K	0.22%
Cetera Advisors LLC	87.10K	Mar 31, 24	+58.97K	0.04%
FOCUS FINANCIAL NETWORK INC /ADV	138.91K	Dec 31, 23	+138.91K	0.07%
Bartlett & Co. LLC	2.00K	Dec 31, 23	--	0.00%
Baystate Wealth Management LLC	504	Dec 31, 23	+504	0.00%
Sutton Wealth Advisors Inc.	9.67K	Sep 30, 23	--	0.00%
Johnson Midwest Financial, LLC	6.84K	Sep 30, 23	+16	0.00%
BDO Wealth Advisors, LLC	45.75K	Jun 30, 23	-1.96K	0.02%
Ahrens Investment Partners LLC	3.50K	Mar 31, 23	+3.50K	0.00%
Equius Partners, Inc.	12.62K	Dec 31, 22	+347	0.01%
American Portfolios Advisors	18.69K	Sep 30, 22	--	0.01%
Danda Trouve Investment Management, Inc.	6.36K	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-1.53K	--
Biltmore Capital Advisors LLC	20.00K	Dec 31, 21	+20.00K	0.01%
Crescent Capital Consulting, LLC	13.40K	Dec 31, 21	+259	0.01%
Carroll Financial Associates, Inc.	4.29K	Dec 31, 21	+4.29K	0.00%
REILLY FINANCIAL ADVISORS, LLC	2.03K	Dec 31, 21	+228	0.00%
NEXT Financial Group, Inc	1.45K	Dec 31, 21	-3.75K	0.00%
Homrich & Berg	47.22K	Sep 30, 21	-4.99K	0.02%
Ameritas Investment Company, LLC	24.53K	Sep 30, 21	+17.63K	0.01%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	23.85K	Sep 30, 21	+2.70K	0.01%
Sonora Investment Management, LLC	4.23K	Sep 30, 21	+2.23K	0.00%
20/20 Capital Management, Inc.	11.08K	Jun 30, 21	+48	0.01%
Hoover Financial Advisors, Inc.	1.58K	Jun 30, 21	+1.58K	0.00%
LUCAS CAPITAL MANAGEMENT	12.30K	Dec 31, 20	+12.30K	0.01%
First Allied Advisory Services, Inc.	29.52K	Sep 30, 20	-561	0.01%
Watson Rebecca	--	Sep 30, 20	-5.44K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	396.36K	Dec 31, 19	+51.45K	0.19%
Advisor Group, Inc.	295.89K	Dec 31, 19	+4.08K	0.14%
COBIZ WEALTH, LLC	10.00K	Jun 30, 19	-4.00K	0.00%
LOEB PARTNERS CORP	400	Mar 31, 19	--	0.00%
Benchmark Capital Advisors	19.60K	Dec 31, 18	--	0.01%
Opera Trading Capital	18.69K	Dec 31, 18	+18.69K	0.01%
IFC Holdings Incorporated/FL	27.20K	Dec 31, 17	+55	0.01%
NATIONAL PLANNING CORP	--	Dec 31, 17	-57.07K	--
Commonwealth Equity Services, Inc	341.15K	Jun 30, 17	+62.65K	0.16%
TRENT CAPITAL MANAGEMENT INC /NC/	20.55K	Jun 30, 17	+20.55K	0.01%
MSI Financial Services Inc	36.69K	Dec 31, 16	-12.92K	0.02%
Investors Capital Advisory Services	24.43K	Jun 30, 16	+2.45K	0.01%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-39	--
COHEN & STEERS CAPITAL MANAGEMENT INC	468.69K	Mar 31, 15	+468.69K	0.22%
Gary Goldberg Planning Services Inc	4.50K	Dec 31, 14	-2.71K	0.00%
NEW ENGLAND SECURITIES CORP /MA/	12	Dec 31, 14	--	0.00%
UBS AG	928.25K	Sep 30, 14	+148.26K	0.44%
1919 Investment Counsel, LLC	1.50K	Sep 30, 14	--	0.00%
SIGNET MANAGEMENT USA, LLC	4.82K	Dec 31, 13	+4.82K	0.00%
Jane Street Holding, LLC	--	Dec 31, 13	-12.07K	--
KNIGHT CAPITAL GROUP LLC	10.49K	Jun 30, 13	+10.49K	0.00%
First Allied Securities, Inc.	35.06K	Jun 30, 12	+961	0.02%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	170.44K	Jun 30, 10	+23.65K	0.08%

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Holder

Date

Change

% Held

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.72M

Jun 30, 26

+5.81K

1.28%

LPL Financial LLC

2.65M

Jun 30, 26

-95.00K

1.25%

MORGAN STANLEY

2.60M

Jun 30, 26

+15.62K

1.22%

WELLS FARGO & COMPANY/MN

2.45M

Jun 30, 26

+310.72K

1.16%

XML Financial, LLC

1.75M

Jun 30, 26

+163.54K

0.83%

Invesco Ltd.

1.49M

Jun 30, 26

+108.43K

0.70%

Cetera Investment Advisers

1.30M

Jun 30, 26

+148.46K

0.61%

ENVESTNET ASSET MANAGEMENT INC

949.38K

Jun 30, 26

+112.47K

0.45%

ADVISOR GROUP HOLDINGS, INC.

931.88K

Jun 30, 26

+114.64K

0.44%

GUGGENHEIM CAPITAL LLC

794.12K

Jun 30, 26

+179.09K

0.37%

Logan Stone Capital, LLC

675.43K

Jun 30, 26

-109.44K

0.32%

ROYAL BANK OF CANADA

638.18K

Jun 30, 26

+37.87K

0.30%

AXXCESS WEALTH MANAGEMENT, LLC

624.69K

Jun 30, 26

+624.69K

0.29%

Equitable Holdings, Inc.

553.11K

Jun 30, 26

+4.64K

0.26%

Cambridge Investment Research Advisors, Inc.

531.45K

Jun 30, 26

+31.29K

0.25%

PFG Investments, LLC

504.39K

Jun 30, 26

-122.94K

0.24%

Private Advisor Group, LLC

477.87K

Jun 30, 26

-178.64K

0.23%

Accel Wealth Management

448.73K

Jun 30, 26

-55.67K

0.21%

COMMONWEALTH EQUITY SERVICES, LLC

441.51K

Jun 30, 26

-17.42K

0.21%

Kestra Advisory Services, LLC

413.46K

Jun 30, 26

+4.09K

0.20%

Evergreen Wealth Management, LLC

388.87K

Jun 30, 26

+23.23K

0.18%

Dynamic Advisor Solutions LLC

382.35K

Jun 30, 26

+32.56K

0.18%

BANK OF AMERICA CORP /DE/

336.24K

Jun 30, 26

+24.24K

0.16%

Noble Wealth Management PBC

333.05K

Jun 30, 26

+71.44K

0.16%

TRUIST FINANCIAL CORP

309.62K

Jun 30, 26

+21.46K

0.15%

Steward Partners Investment Advisory, LLC

278.44K

Jun 30, 26

+55.59K

0.13%

RAYMOND JAMES FINANCIAL INC

260.45K

Jun 30, 26

+29.44K

0.12%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

257.09K

Jun 30, 26

+194.95K

0.12%

Thomas J. Herzfeld Advisors, Inc.

252.53K

Jun 30, 26

+2.56K

0.12%

ICON ADVISERS INC/CO

247.82K

Jun 30, 26

+247.82K

0.12%

RIVERNORTH CAPITAL MANAGEMENT, LLC

242.43K

Jun 30, 26

-43.93K

0.11%

PRINCIPAL SECURITIES, INC.

193.28K

Jun 30, 26

+4.45K

0.09%

Strategic Wealth Partners, Ltd.

185.86K

Jun 30, 26

-12.20K

0.09%

XTX Topco Ltd

183.37K

Jun 30, 26

+34.58K

0.09%

STIFEL FINANCIAL CORP

176.46K

Jun 30, 26

+1.18K

0.08%

Beta Wealth Group, Inc.

174.78K

Jun 30, 26

-1.94K

0.08%

Smith Asset Management Co., LLC

167.50K

Jun 30, 26

+2.30K

0.08%

AG Asset Advisory, LLC

164.64K

Jun 30, 26

+12.24K

0.08%

UBS Group AG

157.10K

Jun 30, 26

-29.11K

0.07%

Foundations Investment Advisors, LLC

143.70K

Jun 30, 26

+143.70K

0.07%

Elm3 Financial Group, LLC

140.96K

Jun 30, 26

-19.07K

0.07%

Plotkin Financial Advisors, LLC

127.71K

Jun 30, 26

-3.73K

0.06%

HighTower Advisors, LLC

127.52K

Jun 30, 26

+58.41K

0.06%

Ausdal Financial Partners, Inc.

125.27K

Jun 30, 26

+9.71K

0.06%

Zullo Investment Group, Inc.

119.17K

Jun 30, 26

-9.79K

0.06%

Covenant Asset Management, LLC

118.28K

Jun 30, 26

-7.80K

0.06%

ABSOLUTE INVESTMENT ADVISERS, LLC

116.06K

Jun 30, 26

+33.42K

0.05%

C2C Wealth Management, LLC

108.39K

Jun 30, 26

-600

0.05%

Financial Engines Advisors L.L.C.

105.32K

Jun 30, 26

-709

0.05%

CITADEL ADVISORS LLC

102.91K

Jun 30, 26

+102.91K

0.05%

First Heartland Consultants, Inc.

99.43K

Jun 30, 26

+99.43K

0.05%

UMB Bank, n.a.

99.00K

Jun 30, 26

0.05%

NBT BANK N A /NY

98.40K

Jun 30, 26

0.05%

CARY STREET PARTNERS FINANCIAL LLC

92.27K

Jun 30, 26

+1.56K

0.04%

COHEN & STEERS, INC.

90.00K

Jun 30, 26

+90.00K

0.04%

SRS Capital Advisors, Inc.

88.11K

Jun 30, 26

+70.94K

0.04%

NewEdge Advisors, LLC

82.56K

Jun 30, 26

-3.11K

0.04%

Mariner, LLC

77.65K

Jun 30, 26

-52.80K

0.04%

Sanctuary Advisors, LLC

69.38K

Jun 30, 26

+3.48K

0.03%

Wealthspire Advisors, LLC

68.90K

Jun 30, 26

-7.75K

0.03%

Cornerstone Wealth Management, LLC

68.07K

Jun 30, 26

-44

0.03%

Janney Montgomery Scott LLC

67.66K

Jun 30, 26

-3.50K

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

67.30K

Jun 30, 26

-25.94K

0.03%

Main Street Group, LTD

67.10K

Jun 30, 26

+2.44K

0.03%

Savant Capital, LLC

67.01K

Jun 30, 26

+67.01K

0.03%

MML INVESTORS SERVICES, LLC

66.21K

Jun 30, 26

+6.65K

0.03%

ORLEANS CAPITAL MANAGEMENT CORP/LA

64.83K

Jun 30, 26

0.03%

Triumph Capital Management

61.61K

Jun 30, 26

-5.54K

0.03%

JANE STREET GROUP, LLC

60.52K

Jun 30, 26

-148.92K

0.03%

Samalin Investment Counsel, LLC

57.64K

Jun 30, 26

-26.21K

0.03%

Sovran Advisors, LLC

55.76K

Jun 30, 26

+1.06K

0.03%

Sigma Planning Corp

55.34K

Jun 30, 26

+12.53K

0.03%

Resources Investment Advisors, LLC.

53.49K

Jun 30, 26

-5.35K

0.03%

Rockefeller Capital Management L.P.

52.53K

Jun 30, 26

+11.21K

0.02%

J.W. COLE ADVISORS, INC.

52.18K

Jun 30, 26

+52.18K

0.02%

OPPENHEIMER & CO INC

52.14K

Jun 30, 26

-34.61K

0.02%

MINDSET WEALTH MANAGEMENT, LLC

51.78K

Jun 30, 26

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

51.65K

Jun 30, 26

-9.63K

0.02%

GHE, LLC

51.45K

Jun 30, 26

0.02%

Mission Hills Financial Advisory, LLC

51.27K

Jun 30, 26

+51.27K

0.02%

NWAM LLC

48.39K

Jun 30, 26

+4.58K

0.02%

Quarry LP

48.28K

Jun 30, 26

+13.86K

0.02%

Arkadios Wealth Advisors

46.59K

Jun 30, 26

+615

0.02%

WEALTH EFFECTS LLC

46.31K

Jun 30, 26

-67

0.02%

HARBOUR INVESTMENTS, INC.

46.29K

Jun 30, 26

-8.19K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

43.24K

Jun 30, 26

-1.79K

0.02%

Diversify Advisory Services, LLC

43.24K

Jun 30, 26

+43.24K

0.02%

HOLLENCREST CAPITAL MANAGEMENT

42.41K

Jun 30, 26

-4.10K

0.02%

NWF Advisory Services Inc.

41.33K

Jun 30, 26

+1.94K

0.02%

Stratos Wealth Partners, LTD.

41.24K

Jun 30, 26

+10.10K

0.02%

Accelerate Investment Advisors LLC

41.13K

Jun 30, 26

-3.32K

0.02%

CAPTRUST FINANCIAL ADVISORS

40.14K

Jun 30, 26

-66.57K

0.02%

CHOREO, LLC

38.70K

Jun 30, 26

-856

0.02%

Avestar Capital, LLC

34.00K

Jun 30, 26

+22.00K

0.02%

Capital Analysts, LLC

32.95K

Jun 30, 26

0.02%

PARK AVENUE SECURITIES LLC

32.61K

Jun 30, 26

+8.18K

0.02%

Collaborative Wealth Managment Inc.

31.67K

Jun 30, 26

+1.84K

0.01%

FIFTH THIRD BANCORP

31.25K

Jun 30, 26

+1.43K

0.01%

Colony Group, LLC

30.34K

Jun 30, 26

+11.26K

0.01%

Red Door Wealth Management, LLC

30.12K

Jun 30, 26

0.01%

IHT Wealth Management, LLC

29.90K

Jun 30, 26

-3.75K

0.01%

Atomi Financial Group, Inc.

29.71K

Jun 30, 26

+29.71K

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

28.48K

Jun 30, 26

-4.58K

0.01%

Western Wealth Management, LLC

26.89K

Jun 30, 26

-2.23K

0.01%

B. Riley Wealth Advisors, Inc.

26.63K

Jun 30, 26

+95

0.01%

DELTA FINANCIAL ADVISORS LLC

26.60K

Jun 30, 26

-7.78K

0.01%

Argyle Capital Partners, LLC

26.15K

Jun 30, 26

-389

0.01%

CENTAURUS FINANCIAL, INC.

25.34K

Jun 30, 26

+358

0.01%

Beacon Pointe Advisors, LLC

25.13K

Jun 30, 26

+60

0.01%

Taylor & Morgan Wealth Management, LLC

24.33K

Jun 30, 26

+677

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

22.80K

Jun 30, 26

+139

0.01%

IAMS WEALTH MANAGEMENT, LLC

22.00K

Jun 30, 26

0.01%

SYM FINANCIAL Corp

21.77K

Jun 30, 26

+1.64K

0.01%

PATRON PARTNERS, LLC

21.48K

Jun 30, 26

+99

0.01%

NOMURA HOLDINGS INC

20.00K

Jun 30, 26

+5.20K

0.01%

VestGen Advisors, LLC

19.40K

Jun 30, 26

0.01%

Creative Planning

19.03K

Jun 30, 26

-2.41K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

18.89K

Jun 30, 26

+493

0.01%

INSIGNEO ADVISORY SERVICES, LLC

18.71K

Jun 30, 26

+464

0.01%

Advisors Asset Management, Inc.

18.22K

Jun 30, 26

+17.72K

0.01%

D.A. DAVIDSON & CO.

18.22K

Jun 30, 26

+387

0.01%

Wealth Alliance Advisory Group, LLC

18.20K

Jun 30, 26

+358

0.01%

PATTEN & PATTEN INC/TN

17.99K

Jun 30, 26

+517

0.01%

HighPoint Advisor Group LLC

17.52K

Jun 30, 26

+565

0.01%

VERUS CAPITAL PARTNERS, LLC

16.97K

Jun 30, 26

-2.27K

0.01%

FULTON BREAKEFIELD BROENNIMAN LLC

16.75K

Jun 30, 26

0.01%

Farther Finance Advisors, LLC

16.40K

Jun 30, 26

-3.17K

0.01%

BOOTHBAY FUND MANAGEMENT, LLC

15.69K

Jun 30, 26

+996

0.01%

Integrated Wealth Concepts LLC

15.54K

Jun 30, 26

+15.54K

0.01%

CI Private Wealth, LLC

15.47K

Jun 30, 26

+15.47K

0.01%

McAdam, LLC

15.32K

Jun 30, 26

0.01%

Wharton Business Group, LLC

15.08K

Jun 30, 26

+433

0.01%

Disciplined Investments, LLC

15.00K

Jun 30, 26

0.01%

Rathbones Group PLC

15.00K

Jun 30, 26

0.01%

Beacon Financial Advisory LLC

14.73K

Jun 30, 26

+305

0.01%

Madison Wealth Partners, Inc

14.62K

Jun 30, 26

-5.00K

0.01%

INSTRUMENTAL WEALTH, LLC

14.58K

Jun 30, 26

+1.25K

0.01%

SCOTIA CAPITAL INC.

14.33K

Jun 30, 26

+1.19K

0.01%

Independent Advisor Alliance

14.13K

Jun 30, 26

-357.68K

0.01%

TWO SIGMA SECURITIES, LLC

13.85K

Jun 30, 26

+2.51K

0.01%

WEDBUSH SECURITIES INC

13.58K

Jun 30, 26

-1.43K

0.01%

BlackRock, Inc.

13.16K

Jun 30, 26

0.01%

AE Wealth Management LLC

13.00K

Jun 30, 26

-17.61K

0.01%

TPG Advisors LLC

12.15K

Jun 30, 26

-3.46K

0.01%

Allworth Financial LP

12.03K

Jun 30, 26

-3.10K

0.01%

STEPHENS INC /AR/

11.93K

Jun 30, 26

+413

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

11.85K

Jun 30, 26

+1.85K

0.01%

McAlister, Sweet & Associates, Inc.

11.81K

Jun 30, 26

+11.81K

0.01%

Cresset Asset Management, LLC

11.30K

Jun 30, 26

+11.30K

0.01%

Significant Wealth Partners LLC

11.09K

Jun 30, 26

+194

0.01%

BSW Wealth Partners

10.60K

Jun 30, 26

+60

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

10.39K

Jun 30, 26

+78

0.00%

Marex Group plc

10.30K

Jun 30, 26

+10.30K

0.00%

CoreCap Advisors, LLC

9.90K

Jun 30, 26

+9.00K

0.00%

NBC SECURITIES, INC.

9.15K

Jun 30, 26

-1.68K

0.00%

Global Retirement Partners, LLC

8.83K

Jun 30, 26

+8.83K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

7.59K

Jun 30, 26

-300

0.00%

PRIVATE TRUST CO NA

7.24K

Jun 30, 26

-30.15K

0.00%

Ameritas Advisory Services, LLC

6.21K

Jun 30, 26

+6.21K

0.00%

HARBOR INVESTMENT ADVISORY, LLC

6.11K

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

5.80K

Jun 30, 26

-2.30K

0.00%

Parallel Advisors, LLC

5.60K

Jun 30, 26

+1.15K

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

4.88K

Jun 30, 26

+148

0.00%

Spire Wealth Management

4.48K

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

3.96K

Jun 30, 26

+519

0.00%

MERCER GLOBAL ADVISORS INC /ADV

3.95K

Jun 30, 26

+3.95K

0.00%

Cape Investment Advisory, Inc.

3.78K

Jun 30, 26

+3.78K

0.00%

EverSource Wealth Advisors, LLC

3.45K

Jun 30, 26

-5.50K

0.00%

Bank of New Hampshire

3.42K

Jun 30, 26

0.00%

FNY Investment Advisers, LLC

3.20K

Jun 30, 26

0.00%

Continuum Advisory, LLC

3.07K

Jun 30, 26

+3.07K

0.00%

Nova Wealth Management, Inc.

3.02K

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

2.69K

Jun 30, 26

0.00%

Versant Capital Management, Inc

2.50K

Jun 30, 26

0.00%

WEBSTER BANK, N. A.

2.20K

Jun 30, 26

0.00%

Heritage Wealth Advisors

1.92K

Jun 30, 26

+1.92K

0.00%

EASTERN BANK

1.80K

Jun 30, 26

0.00%

Bogart Wealth, LLC

1.60K

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

1.50K

Jun 30, 26

0.00%

Princeton Global Asset Management LLC

1.38K

Jun 30, 26

+39

0.00%

PIN OAK INVESTMENT ADVISORS INC

1.31K

Jun 30, 26

+100

0.00%

Axiom Investment Management LLC

1.23K

Jun 30, 26

0.00%

IFG Advisory, LLC

1.08K

Jun 30, 26

+1.08K

0.00%

MCF Advisors LLC

1.07K

Jun 30, 26

+1.07K

0.00%

SALEM INVESTMENT COUNSELORS INC

1.00K

Jun 30, 26

+975

0.00%

Crewe Advisors LLC

850

Jun 30, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

745

Jun 30, 26

0.00%

CX Institutional

725

Jun 30, 26

-790

0.00%

Coston, McIsaac & Partners

695

Jun 30, 26

+20

0.00%

Smartleaf Asset Management LLC

602

Jun 30, 26

0.00%

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

500

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

425

Jun 30, 26

0.00%

Larson Financial Group LLC

407

Jun 30, 26

+407

0.00%

GHP Investment Advisors, Inc.

400

Jun 30, 26

-2.25K

0.00%

Ancora Advisors, LLC

300

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

300

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

300

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

226

Jun 30, 26

+226

0.00%

BRYN MAWR TRUST Co

200

Jun 30, 26

0.00%

HOEY INVESTMENTS, INC

151

Jun 30, 26

0.00%

Strategic Investment Solutions, Inc. /IL

133

Jun 30, 26

+33

0.00%

FIRST HORIZON CORP

100

Jun 30, 26

+100

0.00%

ASSETMARK, INC

Jun 30, 26

-500

0.00%

Kingdom Financial Group LLC.

Jun 30, 26

-445

0.00%

MASSMUTUAL TRUST CO FSB/ADV

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

Jun 30, 26

-449

RMG Wealth Management LLC

Jun 30, 26

-36.31K

TABLEAUX LLC

Jun 30, 26

-10.32K

Golden State Equity Partners

Jun 30, 26

-368.36K

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Jun 30, 26

-1.23K

Virtu Financial LLC

Jun 30, 26

-38.74K

Geneos Wealth Management Inc.

Jun 30, 26

-250

LEVEL FOUR ADVISORY SERVICES, LLC

Jun 30, 26

-11.13K

Shay Capital LLC

Jun 30, 26

-74.47K

Fortitude Family Office, LLC

Jun 30, 26

-700

Advisory Services Network, LLC

Jun 30, 26

-303

NORTHERN TRUST CORP

Jun 30, 26

-24.36K

Beaird Harris Wealth Management, LLC

Jun 30, 26

-475

MAI Capital Management

Jun 30, 26

-3.00K

Institute for Wealth Management, LLC.

Jun 30, 26

-16.74K

Boreal Capital Management LLC

Jun 30, 26

-1

SIGNATUREFD, LLC

Jun 30, 26

-200

Osbon Capital Management LLC

Jun 30, 26

-8.99K

Sound Income Strategies, LLC

Jun 30, 26

-226

Belpointe Asset Management LLC

Jun 30, 26

-25.00K

Lido Advisors, LLC

Jun 30, 26

-30.95K

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

-2.00K

Pensionmark Financial Group, LLC

Jun 30, 26

-31.79K

READYSTATE ASSET MANAGEMENT LP

Jun 30, 26

-70.43K

EXENCIAL WEALTH ADVISORS, LLC

61.02K

Mar 31, 26

-1.51K

0.03%

Beacon Pointe Advisors, LLC

25.07K

Mar 31, 26

+13.25K

0.01%

CENTAURUS FINANCIAL, INC.

24.98K

Mar 31, 26

+1.90K

0.01%

Kingsview Wealth Management, LLC

23.07K

Mar 31, 26

-6.29K

0.01%

CWM, LLC

10.61K

Mar 31, 26

+4.25K

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

10.00K

Mar 31, 26

-15.69K

0.00%

GILL CAPITAL PARTNERS, LLC

5.66K

Mar 31, 26

+5.66K

0.00%

Sunbelt Securities, Inc.

3.60K

Mar 31, 26

-28.44K

0.00%

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-2.09K

Prosperity Wealth Management, Inc.

73.66K

Dec 31, 25

-22.12K

0.03%

COMERICA BANK

17.57K

Dec 31, 25

+487

0.01%

CIBC Private Wealth Group, LLC

1.50K

Dec 31, 25

0.00%

Apexium Financial, LP

25.44K

Sep 30, 25

+236

0.01%

OPTIMUM INVESTMENT ADVISORS

22.90K

Sep 30, 25

0.01%

GRIES FINANCIAL LLC

17.17K

Sep 30, 25

+17.17K

0.01%

AllSquare Wealth Management LLC

700

Sep 30, 25

0.00%

Copperwynd Financial, LLC

27.41K

Jun 30, 25

+628

0.01%

Capital Market Strategies LLC

20.96K

Jun 30, 25

+20.96K

0.01%

AVANTAX ADVISORY SERVICES, INC.

16.01K

Jun 30, 25

-323

0.01%

TFG Advisers LLC

11.98K

Jun 30, 25

-320

0.01%

Atria Wealth Solutions, Inc.

10.05K

Jun 30, 25

-35.80K

0.00%

Sheaff Brock Investment Advisors, LLC

10.13K

Mar 31, 25

+10.13K

0.00%

AlphaMark Advisors, LLC

8.28K

Dec 31, 24

+229

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-232

Raymond James Financial Services Advisors, Inc.

524.51K

Sep 30, 24

+62.18K

0.25%

RAYMOND JAMES & ASSOCIATES

109.33K

Sep 30, 24

+5.82K

0.05%

RAYMOND JAMES TRUST N.A.

35.65K

Sep 30, 24

0.02%

All Season Financial Advisors, Inc.

34.05K

Sep 30, 24

+308

0.02%

SpiderRock Advisors, LLC

17.00K

Sep 30, 24

0.01%

M&R CAPITAL MANAGEMENT INC

1.80K

Sep 30, 24

0.00%

ICA Group Wealth Management, LLC

2.85K

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

463.89K

Mar 31, 24

+78.36K

0.22%

Cetera Advisors LLC

87.10K

Mar 31, 24

+58.97K

0.04%

FOCUS FINANCIAL NETWORK INC /ADV

138.91K

Dec 31, 23

+138.91K

0.07%

Bartlett & Co. LLC

2.00K

Dec 31, 23

0.00%

Baystate Wealth Management LLC

504

Dec 31, 23

+504

0.00%

Sutton Wealth Advisors Inc.

9.67K

Sep 30, 23

0.00%

Johnson Midwest Financial, LLC

6.84K

Sep 30, 23

+16

0.00%

BDO Wealth Advisors, LLC

45.75K

Jun 30, 23

-1.96K

0.02%

Ahrens Investment Partners LLC

3.50K

Mar 31, 23

+3.50K

0.00%

Equius Partners, Inc.

12.62K

Dec 31, 22

+347

0.01%

American Portfolios Advisors

18.69K

Sep 30, 22

0.01%

Danda Trouve Investment Management, Inc.

6.36K

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-1.53K

Biltmore Capital Advisors LLC

20.00K

Dec 31, 21

+20.00K

0.01%

Crescent Capital Consulting, LLC

13.40K

Dec 31, 21

+259

0.01%

Carroll Financial Associates, Inc.

4.29K

Dec 31, 21

+4.29K

0.00%

REILLY FINANCIAL ADVISORS, LLC

2.03K

Dec 31, 21

+228

0.00%

NEXT Financial Group, Inc

1.45K

Dec 31, 21

-3.75K

0.00%

Homrich & Berg

47.22K

Sep 30, 21

-4.99K

0.02%

Ameritas Investment Company, LLC

24.53K

Sep 30, 21

+17.63K

0.01%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

23.85K

Sep 30, 21

+2.70K

0.01%

Sonora Investment Management, LLC

4.23K

Sep 30, 21

+2.23K

0.00%

20/20 Capital Management, Inc.

11.08K

Jun 30, 21

+48

0.01%

Hoover Financial Advisors, Inc.

1.58K

Jun 30, 21

+1.58K

0.00%

LUCAS CAPITAL MANAGEMENT

12.30K

Dec 31, 20

+12.30K

0.01%

First Allied Advisory Services, Inc.

29.52K

Sep 30, 20

-561

0.01%

Watson Rebecca

Sep 30, 20

-5.44K

LADENBURG THALMANN FINANCIAL SERVICES INC.

396.36K

Dec 31, 19

+51.45K

0.19%

Advisor Group, Inc.

295.89K

Dec 31, 19

+4.08K

0.14%

COBIZ WEALTH, LLC

10.00K

Jun 30, 19

-4.00K

0.00%

LOEB PARTNERS CORP

400

Mar 31, 19

0.00%

Benchmark Capital Advisors

19.60K

Dec 31, 18

0.01%

Opera Trading Capital

18.69K

Dec 31, 18

+18.69K

0.01%

IFC Holdings Incorporated/FL

27.20K

Dec 31, 17

+55

0.01%

NATIONAL PLANNING CORP

Dec 31, 17

-57.07K

Commonwealth Equity Services, Inc

341.15K

Jun 30, 17

+62.65K

0.16%

TRENT CAPITAL MANAGEMENT INC /NC/

20.55K

Jun 30, 17

+20.55K

0.01%

MSI Financial Services Inc

36.69K

Dec 31, 16

-12.92K

0.02%

Investors Capital Advisory Services

24.43K

Jun 30, 16

+2.45K

0.01%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-39

COHEN & STEERS CAPITAL MANAGEMENT INC

468.69K

Mar 31, 15

+468.69K

0.22%

Gary Goldberg Planning Services Inc

4.50K

Dec 31, 14

-2.71K

0.00%

NEW ENGLAND SECURITIES CORP /MA/

Dec 31, 14

0.00%

UBS AG

928.25K

Sep 30, 14

+148.26K

0.44%

1919 Investment Counsel, LLC

1.50K

Sep 30, 14

0.00%

SIGNET MANAGEMENT USA, LLC

4.82K

Dec 31, 13

+4.82K

0.00%

Jane Street Holding, LLC

Dec 31, 13

-12.07K

KNIGHT CAPITAL GROUP LLC

10.49K

Jun 30, 13

+10.49K

0.00%

First Allied Securities, Inc.

35.06K

Jun 30, 12

+961

0.02%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

170.44K

Jun 30, 10

+23.65K

0.08%