Invesco Large Cap Growth ETF(PWB)

$152.46—Stale · unknown old

Chart

Invesco Large Cap Growth ETF(PWB)

NYSE • Last print unknown ago

$152.46—Stale · unknown old

Chart Studio

PWB(PWB)

PWB

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 302 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	1.92M	Jun 30, 26	+296.28K	12.39%
MORGAN STANLEY	915.16K	Jun 30, 26	+88.19K	5.91%
RAYMOND JAMES FINANCIAL INC	730.76K	Jun 30, 26	+69.31K	4.72%
BANK OF AMERICA CORP /DE/	580.69K	Jun 30, 26	+137.69K	3.75%
AMERIPRISE FINANCIAL INC	334.05K	Jun 30, 26	+92.73K	2.16%
Cambridge Investment Research Advisors, Inc.	305.11K	Jun 30, 26	+16.06K	1.97%
ADVISOR GROUP HOLDINGS, INC.	231.53K	Jun 30, 26	+141.10K	1.50%
ACT WEALTH MANAGEMENT, LLC	215.22K	Jun 30, 26	+3.00K	1.39%
Center for Wealth Management Advisory	204.46K	Jun 30, 26	-5.49K	1.32%
Garden State Investment Advisory Services LLC	172.95K	Jun 30, 26	+6.03K	1.12%
UBS Group AG	165.76K	Jun 30, 26	+1.10K	1.07%
Wharton Business Group, LLC	160.80K	Jun 30, 26	-3.15K	1.04%
WELLS FARGO & COMPANY/MN	143.10K	Jun 30, 26	+7.48K	0.92%
COMMONWEALTH EQUITY SERVICES, LLC	140.05K	Jun 30, 26	+1.18K	0.90%
GOLDMAN SACHS GROUP INC	137.85K	Jun 30, 26	+31.32K	0.89%
ROYAL BANK OF CANADA	135.43K	Jun 30, 26	+20.06K	0.88%
Cornerstone Wealth Management, LLC	124.31K	Jun 30, 26	+19.04K	0.80%
Private Advisor Group, LLC	123.69K	Jun 30, 26	+21.75K	0.80%
WIN ADVISORS, INC	120.37K	Jun 30, 26	-6.57K	0.78%
Kestra Advisory Services, LLC	115.20K	Jun 30, 26	-1.38K	0.74%
Equitable Holdings, Inc.	115.12K	Jun 30, 26	+44.50K	0.74%
Stratos Wealth Partners, LTD.	114.86K	Jun 30, 26	-331	0.74%
ENVESTNET ASSET MANAGEMENT INC	111.49K	Jun 30, 26	+11.65K	0.72%
Anderson Financial Strategies, LLC	111.30K	Jun 30, 26	+111.30K	0.72%
JONES FINANCIAL COMPANIES LLLP	110.34K	Jun 30, 26	+35.41K	0.71%
TRUIST FINANCIAL CORP	97.53K	Jun 30, 26	-3.14K	0.63%
TWO SIGMA INVESTMENTS, LP	91.10K	Jun 30, 26	+21.90K	0.59%
Capital Investment Counsel, LLC	90.83K	Jun 30, 26	-55	0.59%
Regal Investment Advisors LLC	87.02K	Jun 30, 26	+216	0.56%
Baird Financial Group, Inc.	79.58K	Jun 30, 26	-7.11K	0.51%
Cetera Investment Advisers	78.01K	Jun 30, 26	+11.51K	0.50%
MML INVESTORS SERVICES, LLC	75.09K	Jun 30, 26	+21.99K	0.49%
CAPTRUST FINANCIAL ADVISORS	68.25K	Jun 30, 26	-1.40K	0.44%
StoneCrest Wealth Management, Inc.	53.94K	Jun 30, 26	+53.94K	0.35%
Prostatis Group LLC	53.57K	Jun 30, 26	+53.57K	0.35%
Welch Financial Planning, LLC	53.40K	Jun 30, 26	+53.40K	0.35%
Rockefeller Capital Management L.P.	49.44K	Jun 30, 26	+1.63K	0.32%
Pathstone Holdings, LLC	45.92K	Jun 30, 26	+45.92K	0.30%
Dynamic Advisor Solutions LLC	45.19K	Jun 30, 26	-1.49K	0.29%
Meridian Wealth Management, LLC	44.88K	Jun 30, 26	-726	0.29%
AssuredPartners Investment Advisors, LLC	42.63K	Jun 30, 26	-2.89K	0.28%
Integrated Wealth Concepts LLC	41.37K	Jun 30, 26	+19.40K	0.27%
Forge Financial Services LLC	38.99K	Jun 30, 26	-437	0.25%
JPL Wealth Management, LLC	34.76K	Jun 30, 26	-593	0.22%
Spire Wealth Management	34.64K	Jun 30, 26	+1.32K	0.22%
Chicago Partners Investment Group LLC	34.15K	Jun 30, 26	-990	0.22%
Firestone Capital Management	33.49K	Jun 30, 26	-450	0.22%
FIRETHORN WEALTH PARTNERS, LLC	28.89K	Jun 30, 26	+8.51K	0.19%
Institute for Wealth Management, LLC.	27.90K	Jun 30, 26	-1.93K	0.18%
Keating Financial Advisory Services, Inc.	27.75K	Jun 30, 26	+11.34K	0.18%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	25.60K	Jun 30, 26	-1.56K	0.17%
CROBAN	25.04K	Jun 30, 26	+25.04K	0.16%
Janney Montgomery Scott LLC	24.55K	Jun 30, 26	+13.84K	0.16%
FOUNDERS FINANCIAL SECURITIES LLC	23.89K	Jun 30, 26	+12.80K	0.15%
Ullmann Wealth Partners Group, LLC	22.02K	Jun 30, 26	--	0.14%
FMR LLC	21.98K	Jun 30, 26	-2.23K	0.14%
Rollins Financial Advisors, LLC	20.14K	Jun 30, 26	+20.14K	0.13%
Merit Financial Group, LLC	19.48K	Jun 30, 26	-608	0.13%
Peck Wealth Management, LLC	18.14K	Jun 30, 26	+1.22K	0.12%
Bleakley Financial Group, LLC	18.09K	Jun 30, 26	+18.09K	0.12%
THOROUGHBRED FINANCIAL SERVICES, LLC	18.07K	Jun 30, 26	+5.99K	0.12%
TITLEIST ASSET MANAGEMENT, LLC	17.77K	Jun 30, 26	+2.84K	0.11%
Elevation Capital Advisory, LLC	17.71K	Jun 30, 26	+8.86K	0.11%
BALANCED WEALTH GROUP LLC	17.27K	Jun 30, 26	-91	0.11%
NewEdge Advisors, LLC	16.94K	Jun 30, 26	+10.30K	0.11%
Farther Finance Advisors, LLC	16.93K	Jun 30, 26	-269	0.11%
Wealthcare Advisory Partners LLC	16.80K	Jun 30, 26	--	0.11%
New England Private Wealth Advisors LLC	15.84K	Jun 30, 26	--	0.10%
Empirical Asset Management, LLC	15.28K	Jun 30, 26	+500	0.10%
Beacon Pointe Advisors, LLC	15.24K	Jun 30, 26	-73	0.10%
FIFTH THIRD BANCORP	14.85K	Jun 30, 26	-629	0.10%
RiverTree Advisors, LLC	14.38K	Jun 30, 26	-3.33K	0.09%
Prism Advisors, Inc.	13.77K	Jun 30, 26	-542	0.09%
Post Resch Tallon Group Inc.	13.61K	Jun 30, 26	+6.25K	0.09%
TOBIAS FINANCIAL ADVISORS, INC.	13.46K	Jun 30, 26	-2	0.09%
Investors Research Corp	13.05K	Jun 30, 26	+45	0.08%
Pensionmark Financial Group, LLC	12.67K	Jun 30, 26	--	0.08%
Parallel Advisors, LLC	12.33K	Jun 30, 26	--	0.08%
NFP Retirement, Inc.	12.27K	Jun 30, 26	--	0.08%
Apollon Wealth Management, LLC	12.12K	Jun 30, 26	-279	0.08%
Focus Financial Network, Inc.	11.51K	Jun 30, 26	+204	0.07%
FIFTH THIRD SECURITIES, INC.	11.35K	Jun 30, 26	+1.94K	0.07%
STIFEL FINANCIAL CORP	11.10K	Jun 30, 26	-87	0.07%
Hershey Financial Advisers, LLC	11.05K	Jun 30, 26	+7.33K	0.07%
Fiscal Wisdom Wealth Management, LLC	10.91K	Jun 30, 26	--	0.07%
IHT Wealth Management, LLC	10.62K	Jun 30, 26	-625	0.07%
IFP Advisors, Inc	10.39K	Jun 30, 26	+10.39K	0.07%
KEYBANK NATIONAL ASSOCIATION/OH	9.93K	Jun 30, 26	--	0.06%
Waverly Advisors, LLC	9.11K	Jun 30, 26	+257	0.06%
HRT FINANCIAL LP	8.75K	Jun 30, 26	+8.75K	0.06%
PFG Investments, LLC	8.62K	Jun 30, 26	+4.94K	0.06%
JPMORGAN CHASE & CO	8.50K	Jun 30, 26	+3.23K	0.05%
Cambria Investment Management, L.P.	8.34K	Jun 30, 26	-72	0.05%
Empowered Funds, LLC	8.34K	Jun 30, 26	-647	0.05%
Prospera Financial Services Inc	8.18K	Jun 30, 26	-81	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	8.17K	Jun 30, 26	-4.94K	0.05%
Steward Partners Investment Advisory, LLC	8.11K	Jun 30, 26	-1.58K	0.05%
Maia Wealth LLC	7.93K	Jun 30, 26	+985	0.05%
Kingsview Wealth Management, LLC	7.85K	Jun 30, 26	-3.49K	0.05%
Secure Asset Management, LLC	7.77K	Jun 30, 26	-450	0.05%
Global Retirement Partners, LLC	7.61K	Jun 30, 26	+7.61K	0.05%
AXXCESS WEALTH MANAGEMENT, LLC	7.44K	Jun 30, 26	+1.38K	0.05%
Concurrent Investment Advisors, LLC	7.20K	Jun 30, 26	+225	0.05%
STEINBERGANNA WEALTH MANAGEMENT	7.17K	Jun 30, 26	--	0.05%
RFG Advisory, LLC	7.05K	Jun 30, 26	-2.75K	0.05%
OPPENHEIMER & CO INC	7.01K	Jun 30, 26	--	0.05%
Creative Planning	6.94K	Jun 30, 26	+561	0.04%
Mariner, LLC	6.61K	Jun 30, 26	-15.39K	0.04%
HARMONY ASSET MANAGEMENT LLC	6.56K	Jun 30, 26	+86	0.04%
BENJAMIN EDWARDS INC	6.55K	Jun 30, 26	--	0.04%
Armbruster Capital Management, Inc.	6.37K	Jun 30, 26	--	0.04%
HighPoint Advisor Group LLC	6.19K	Jun 30, 26	+45	0.04%
MATHER GROUP, LLC.	5.93K	Jun 30, 26	-273	0.04%
STRATEGY ASSET MANAGERS LLC	5.85K	Jun 30, 26	--	0.04%
GLENMEDE TRUST CO NA	5.84K	Jun 30, 26	--	0.04%
Covenant Asset Management, LLC	5.84K	Jun 30, 26	+13	0.04%
PNC FINANCIAL SERVICES GROUP, INC.	5.69K	Jun 30, 26	-917	0.04%
FLAGSHIP HARBOR ADVISORS, LLC	5.50K	Jun 30, 26	--	0.04%
PRIVATE TRUST CO NA	5.26K	Jun 30, 26	+2.22K	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.24K	Jun 30, 26	+2.93K	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	5.06K	Jun 30, 26	-374	0.03%
OneAscent Financial Services LLC	5.00K	Jun 30, 26	-31.45K	0.03%
Ameritas Advisory Services, LLC	4.96K	Jun 30, 26	+4.96K	0.03%
Beacon Financial Advisory LLC	4.92K	Jun 30, 26	--	0.03%
Bawa N Mallick Trust	4.71K	Jun 30, 26	+4.71K	0.03%
Ausdal Financial Partners, Inc.	4.59K	Jun 30, 26	+519	0.03%
BLAIR WILLIAM & CO/IL	4.44K	Jun 30, 26	--	0.03%
Invesco Ltd.	4.30K	Jun 30, 26	+4.30K	0.03%
J. M. Brown & Associates Inc.	4.24K	Jun 30, 26	+4.24K	0.03%
Quantinno Capital Management LP	4.03K	Jun 30, 26	--	0.03%
Darwin Wealth Management, LLC	4.00K	Jun 30, 26	--	0.03%
HighTower Advisors, LLC	3.89K	Jun 30, 26	+1	0.03%
HFG Advisors, Inc.	3.85K	Jun 30, 26	--	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	3.78K	Jun 30, 26	--	0.02%
Chancellor Financial Group WB LP	3.75K	Jun 30, 26	+355	0.02%
Regatta Research & Money Management	3.62K	Jun 30, 26	+3.62K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	3.62K	Jun 30, 26	-2	0.02%
Integrated Advisors Network LLC	3.61K	Jun 30, 26	+3.61K	0.02%
Traction Financial Partners, LLC	3.55K	Jun 30, 26	--	0.02%
Gateway Wealth Partners, LLC	3.53K	Jun 30, 26	-3.81K	0.02%
Independent Advisor Alliance	3.51K	Jun 30, 26	-25.59K	0.02%
Western Wealth Management, LLC	3.48K	Jun 30, 26	+685	0.02%
PKS Advisory Services, LLC	3.41K	Jun 30, 26	+1.43K	0.02%
Eagle Bay Advisors LLC	3.30K	Jun 30, 26	--	0.02%
Total Clarity Wealth Management, Inc.	3.22K	Jun 30, 26	+1.20K	0.02%
Harbor Asset Planning, Inc.	3.16K	Jun 30, 26	+595	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.12K	Jun 30, 26	-1.65K	0.02%
IAM Advisory, LLC	3.06K	Jun 30, 26	--	0.02%
Carrera Capital Advisors	3.06K	Jun 30, 26	--	0.02%
Schrum Private Wealth Management LLC	3.05K	Jun 30, 26	--	0.02%
Strategic Family Wealth Counselors, L.L.C.	3.04K	Jun 30, 26	--	0.02%
Urban Wealth Management, LLC	2.92K	Jun 30, 26	+2.92K	0.02%
PRINCIPAL SECURITIES, INC.	2.90K	Jun 30, 26	--	0.02%
Paragon Private Wealth Management, LLC	2.83K	Jun 30, 26	--	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.81K	Jun 30, 26	-293	0.02%
Summit Financial, LLC	2.76K	Jun 30, 26	-15	0.02%
Horizon Family Wealth, Inc.	2.62K	Jun 30, 26	+187	0.02%
EverSource Wealth Advisors, LLC	2.53K	Jun 30, 26	-310	0.02%
Colony Group, LLC	2.51K	Jun 30, 26	+120	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	2.40K	Jun 30, 26	+320	0.02%
CIBC Bancorp USA Inc.	2.34K	Jun 30, 26	--	0.02%
CHOREO, LLC	2.32K	Jun 30, 26	--	0.01%
Verum Partners LLC	2.32K	Jun 30, 26	--	0.01%
Centurion Wealth Management LLC	2.30K	Jun 30, 26	--	0.01%
Investment Advisory Group, LLC	2.30K	Jun 30, 26	--	0.01%
Cerity Partners LLC	2.27K	Jun 30, 26	--	0.01%
Alamar Capital Management, LLC	2.25K	Jun 30, 26	--	0.01%
PARK AVENUE SECURITIES LLC	2.24K	Jun 30, 26	--	0.01%
Allspring Global Investments Holdings, LLC	2.20K	Jun 30, 26	+2.20K	0.01%
Smartleaf Asset Management LLC	2.05K	Jun 30, 26	--	0.01%
Pitcairn Wealth Advisors LLC	2.00K	Jun 30, 26	--	0.01%
MONEY CONCEPTS CAPITAL CORP	2.00K	Jun 30, 26	+2.00K	0.01%
B. Riley Wealth Advisors, Inc.	1.99K	Jun 30, 26	-17	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	1.96K	Jun 30, 26	--	0.01%
Arkadios Wealth Advisors	1.95K	Jun 30, 26	-120	0.01%
CALDWELL SUTTER CAPITAL, INC.	1.90K	Jun 30, 26	--	0.01%
Foundations Investment Advisors, LLC	1.89K	Jun 30, 26	-74	0.01%
BFSG, LLC	1.88K	Jun 30, 26	--	0.01%
Signet Private Wealth LLC	1.86K	Jun 30, 26	-177	0.01%
First Nebraska Trust Co	1.84K	Jun 30, 26	--	0.01%
PFG Advisors	1.81K	Jun 30, 26	+1.81K	0.01%
Horizon Wealth Management, LLC	1.77K	Jun 30, 26	--	0.01%
Geneos Wealth Management Inc.	1.74K	Jun 30, 26	+40	0.01%
Intrua Financial, LLC	1.72K	Jun 30, 26	--	0.01%
NorthRock Partners, LLC	1.71K	Jun 30, 26	-1.67K	0.01%
Cresset Asset Management, LLC	1.67K	Jun 30, 26	+55	0.01%
TWO SIGMA SECURITIES, LLC	1.65K	Jun 30, 26	+1.65K	0.01%
Lido Advisors, LLC	1.64K	Jun 30, 26	-135	0.01%
Balance Wealth, LLC	1.62K	Jun 30, 26	-9	0.01%
Dakota Wealth Management	1.59K	Jun 30, 26	--	0.01%
Seneca Financial Advisors LLC	1.58K	Jun 30, 26	+1.58K	0.01%
Rehmann Capital Advisory Group	1.58K	Jun 30, 26	+1.58K	0.01%
Sovran Advisors, LLC	1.52K	Jun 30, 26	--	0.01%
Shared Vision Wealth Group LLC	1.52K	Jun 30, 26	+1.52K	0.01%
AVAII WEALTH MANAGEMENT, LLC	1.50K	Jun 30, 26	+1.50K	0.01%
Key FInancial Inc	1.49K	Jun 30, 26	--	0.01%
Kapstone Financial Advisors LLC	1.48K	Jun 30, 26	+1.48K	0.01%
Vertex Planning Partners, LLC	1.47K	Jun 30, 26	+1.47K	0.01%
STEPHENS INC /AR/	1.35K	Jun 30, 26	+1.35K	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	1.35K	Jun 30, 26	-755	0.01%
IFG Advisory, LLC	1.34K	Jun 30, 26	+1.34K	0.01%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	1.30K	Jun 30, 26	+1.30K	0.01%
RITHOLTZ WEALTH MANAGEMENT	1.30K	Jun 30, 26	+1.30K	0.01%
Sigma Planning Corp	1.29K	Jun 30, 26	+1.29K	0.01%
CENTAURUS FINANCIAL, INC.	1.28K	Jun 30, 26	-195	0.01%
Meeder Advisory Services, Inc.	1.27K	Jun 30, 26	+1.27K	0.01%
Opal Wealth Advisors, LLC	1.20K	Jun 30, 26	+728	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	1.20K	Jun 30, 26	+1.20K	0.01%
Integrity Financial Corp /WA	1.20K	Jun 30, 26	-1	0.01%
Cassaday & Co Wealth Management LLC	1.16K	Jun 30, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.08K	Jun 30, 26	--	0.01%
ASSETMARK, INC	1.05K	Jun 30, 26	+16	0.01%
Rosenberg Matthew Hamilton	1.01K	Jun 30, 26	--	0.01%
EASTERN BANK	1.00K	Jun 30, 26	--	0.01%
AE Wealth Management LLC	887	Jun 30, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	722	Jun 30, 26	--	0.00%
BlackRock, Inc.	686	Jun 30, 26	--	0.00%
PFS Partners, LLC	650	Jun 30, 26	--	0.00%
US BANCORP \DE\	602	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	549	Jun 30, 26	--	0.00%
BOKF, NA	500	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	485	Jun 30, 26	+485	0.00%
GoalVest Advisory LLC	411	Jun 30, 26	--	0.00%
CX Institutional	350	Jun 30, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	265	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	257	Jun 30, 26	+257	0.00%
MidFirst Bank	246	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	162	Jun 30, 26	--	0.00%
Hanson & Doremus Investment Management	158	Jun 30, 26	--	0.00%
Fortitude Family Office, LLC	149	Jun 30, 26	--	0.00%
Beaird Harris Wealth Management, LLC	147	Jun 30, 26	--	0.00%
Bank & Trust Co	144	Jun 30, 26	--	0.00%
Beacon Capital Management, Inc.	137	Jun 30, 26	-1	0.00%
Capital Advisor Network LLC	84	Jun 30, 26	+84	0.00%
FIDUCIARY FINANCIAL ADVISORS	83	Jun 30, 26	+83	0.00%
Archer Investment Corp	82	Jun 30, 26	--	0.00%
N.E.W. Advisory Services LLC	78	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	47	Jun 30, 26	-156	0.00%
Nova Wealth Management, Inc.	38	Jun 30, 26	--	0.00%
Noble Wealth Management PBC	35	Jun 30, 26	--	0.00%
Larson Financial Group LLC	24	Jun 30, 26	+24	0.00%
Operose Advisors LLC	19	Jun 30, 26	--	0.00%
HOEY INVESTMENTS, INC	7	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	6	Jun 30, 26	+6	0.00%
Allworth Financial LP	--	Jun 30, 26	-1.05K	--
CARDIFF PARK ADVISORS, LLC	--	Jun 30, 26	-3.30K	--
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	--	Jun 30, 26	-4.74K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-8	--
MAI Capital Management	--	Jun 30, 26	-1.93K	--
National Wealth Management Group, LLC	--	Jun 30, 26	-1.88K	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-2.27K	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.10K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-3.38K	--
Blue Capital, Inc.	--	Jun 30, 26	-13.76K	--
Ethos Financial Group, LLC	--	Jun 30, 26	-56.29K	--
RESOURCES MANAGEMENT CORP /CT/ /ADV	--	Jun 30, 26	-63	--
Evolution Wealth Advisors, LLC	--	Jun 30, 26	-5.00K	--
CITIGROUP INC	--	Jun 30, 26	-1.01K	--
CWM, LLC	62.71K	Mar 31, 26	-874	0.41%
Mill Creek Capital Advisors, LLC	45.92K	Mar 31, 26	--	0.30%
Claris Financial LLC	6.83K	Mar 31, 26	+874	0.04%
Sunbelt Securities, Inc.	417	Mar 31, 26	+417	0.00%
COMERICA BANK	15.26K	Dec 31, 25	-657	0.10%
CIBC Private Wealth Group, LLC	2.34K	Dec 31, 25	+61	0.02%
Glenmede Investment Management, LP	6.44K	Sep 30, 25	--	0.04%
Bristlecone Advisors, LLC	--	Sep 30, 25	-1.09K	--
Exchange Capital Management, Inc.	2.53K	Jun 30, 25	--	0.02%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-14.96K	--
Sugarloaf Wealth Management, LLC	100	Dec 31, 24	--	0.00%
PRIVATE CAPITAL MANAGEMENT LLC	--	Dec 31, 24	-2.51K	--
RAYMOND JAMES & ASSOCIATES	385.99K	Sep 30, 24	-6.09K	2.49%
Raymond James Financial Services Advisors, Inc.	55.07K	Sep 30, 24	+1.25K	0.36%
FinTrust Capital Advisors, LLC	5.25K	Sep 30, 24	+5.25K	0.03%
M&R CAPITAL MANAGEMENT INC	305	Sep 30, 24	-285	0.00%
VitalStone Financial, LLC	75	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	6.55K	Jun 30, 24	--	0.04%
Cetera Advisor Networks LLC	9.88K	Mar 31, 24	+489	0.06%
Cetera Advisors LLC	8.27K	Mar 31, 24	+1.01K	0.05%
FOCUS FINANCIAL NETWORK INC /ADV	11.44K	Dec 31, 23	+11.44K	0.07%
Asset Management Resources, LLC	2.76K	Dec 31, 23	+2.76K	0.02%
Baystate Wealth Management LLC	1.40K	Dec 31, 23	+2	0.01%
BDO Wealth Advisors, LLC	2.32K	Jun 30, 23	--	0.01%
First Command Financial Services, Inc.	740	Jun 30, 23	--	0.00%
First Command Bank	740	Jun 30, 23	--	0.00%
TRUSTCORE FINANCIAL SERVICES, LLC	92.35K	Dec 31, 22	-6.02K	0.60%
ACG Wealth	6.56K	Sep 30, 22	-22	0.04%
American Portfolios Advisors	1.49K	Sep 30, 22	-541	0.01%
HC FINANCIAL ADVISORS INC	19.90K	Jun 30, 22	+834	0.13%
B. Riley Wealth Management, Inc.	6.77K	Jun 30, 22	+6.77K	0.04%
BBVA USA	1.57K	Sep 30, 21	--	0.01%
Sonora Investment Management, LLC	715	Sep 30, 21	--	0.00%
NORTHSTAR WEALTH PARTNERS LLC	23.68K	Sep 30, 20	+1	0.15%
Advisor Group, Inc.	51.57K	Dec 31, 19	-156.81K	0.33%
LADENBURG THALMANN FINANCIAL SERVICES INC.	29.75K	Dec 31, 19	-1.28K	0.19%
Beacon Pointe Wealth Advisors, LLC	10.97K	Dec 31, 19	-383	0.07%
BB&T SECURITIES, LLC	395.25K	Sep 30, 19	-13.58K	2.55%
MADRONA FUNDS, LLC	168.12K	Sep 30, 19	+168.12K	1.09%
SUNTRUST BANKS INC	49.29K	Sep 30, 19	+2.96K	0.32%
Highwater Wealth Management, LLC	--	Sep 30, 19	-4.63K	--
HL FINANCIAL SERVICES LLC	5.07K	Mar 31, 19	--	0.03%
NEXT Financial Holdings	51	Mar 31, 19	+51	0.00%
HC Financial Advisors, Inc.	14.40K	Sep 30, 18	-536	0.09%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

LPL Financial LLC

1.92M

Jun 30, 26

+296.28K

12.39%

MORGAN STANLEY

915.16K

Jun 30, 26

+88.19K

5.91%

RAYMOND JAMES FINANCIAL INC

730.76K

Jun 30, 26

+69.31K

4.72%

BANK OF AMERICA CORP /DE/

580.69K

Jun 30, 26

+137.69K

3.75%

AMERIPRISE FINANCIAL INC

334.05K

Jun 30, 26

+92.73K

2.16%

Cambridge Investment Research Advisors, Inc.

305.11K

Jun 30, 26

+16.06K

1.97%

ADVISOR GROUP HOLDINGS, INC.

231.53K

Jun 30, 26

+141.10K

1.50%

ACT WEALTH MANAGEMENT, LLC

215.22K

Jun 30, 26

+3.00K

1.39%

Center for Wealth Management Advisory

204.46K

Jun 30, 26

-5.49K

1.32%

Garden State Investment Advisory Services LLC

172.95K

Jun 30, 26

+6.03K

1.12%

UBS Group AG

165.76K

Jun 30, 26

+1.10K

1.07%

Wharton Business Group, LLC

160.80K

Jun 30, 26

-3.15K

1.04%

WELLS FARGO & COMPANY/MN

143.10K

Jun 30, 26

+7.48K

0.92%

COMMONWEALTH EQUITY SERVICES, LLC

140.05K

Jun 30, 26

+1.18K

0.90%

GOLDMAN SACHS GROUP INC

137.85K

Jun 30, 26

+31.32K

0.89%

ROYAL BANK OF CANADA

135.43K

Jun 30, 26

+20.06K

0.88%

Cornerstone Wealth Management, LLC

124.31K

Jun 30, 26

+19.04K

0.80%

Private Advisor Group, LLC

123.69K

Jun 30, 26

+21.75K

0.80%

WIN ADVISORS, INC

120.37K

Jun 30, 26

-6.57K

0.78%

Kestra Advisory Services, LLC

115.20K

Jun 30, 26

-1.38K

0.74%

Equitable Holdings, Inc.

115.12K

Jun 30, 26

+44.50K

0.74%

Stratos Wealth Partners, LTD.

114.86K

Jun 30, 26

-331

0.74%

ENVESTNET ASSET MANAGEMENT INC

111.49K

Jun 30, 26

+11.65K

0.72%

Anderson Financial Strategies, LLC

111.30K

Jun 30, 26

+111.30K

0.72%

JONES FINANCIAL COMPANIES LLLP

110.34K

Jun 30, 26

+35.41K

0.71%

TRUIST FINANCIAL CORP

97.53K

Jun 30, 26

-3.14K

0.63%

TWO SIGMA INVESTMENTS, LP

91.10K

Jun 30, 26

+21.90K

0.59%

Capital Investment Counsel, LLC

90.83K

Jun 30, 26

-55

0.59%

Regal Investment Advisors LLC

87.02K

Jun 30, 26

+216

0.56%

Baird Financial Group, Inc.

79.58K

Jun 30, 26

-7.11K

0.51%

Cetera Investment Advisers

78.01K

Jun 30, 26

+11.51K

0.50%

MML INVESTORS SERVICES, LLC

75.09K

Jun 30, 26

+21.99K

0.49%

CAPTRUST FINANCIAL ADVISORS

68.25K

Jun 30, 26

-1.40K

0.44%

StoneCrest Wealth Management, Inc.

53.94K

Jun 30, 26

+53.94K

0.35%

Prostatis Group LLC

53.57K

Jun 30, 26

+53.57K

0.35%

Welch Financial Planning, LLC

53.40K

Jun 30, 26

+53.40K

0.35%

Rockefeller Capital Management L.P.

49.44K

Jun 30, 26

+1.63K

0.32%

Pathstone Holdings, LLC

45.92K

Jun 30, 26

+45.92K

0.30%

Dynamic Advisor Solutions LLC

45.19K

Jun 30, 26

-1.49K

0.29%

Meridian Wealth Management, LLC

44.88K

Jun 30, 26

-726

0.29%

AssuredPartners Investment Advisors, LLC

42.63K

Jun 30, 26

-2.89K

0.28%

Integrated Wealth Concepts LLC

41.37K

Jun 30, 26

+19.40K

0.27%

Forge Financial Services LLC

38.99K

Jun 30, 26

-437

0.25%

JPL Wealth Management, LLC

34.76K

Jun 30, 26

-593

0.22%

Spire Wealth Management

34.64K

Jun 30, 26

+1.32K

0.22%

Chicago Partners Investment Group LLC

34.15K

Jun 30, 26

-990

0.22%

Firestone Capital Management

33.49K

Jun 30, 26

-450

0.22%

FIRETHORN WEALTH PARTNERS, LLC

28.89K

Jun 30, 26

+8.51K

0.19%

Institute for Wealth Management, LLC.

27.90K

Jun 30, 26

-1.93K

0.18%

Keating Financial Advisory Services, Inc.

27.75K

Jun 30, 26

+11.34K

0.18%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

25.60K

Jun 30, 26

-1.56K

0.17%

CROBAN

25.04K

Jun 30, 26

+25.04K

0.16%

Janney Montgomery Scott LLC

24.55K

Jun 30, 26

+13.84K

0.16%

FOUNDERS FINANCIAL SECURITIES LLC

23.89K

Jun 30, 26

+12.80K

0.15%

Ullmann Wealth Partners Group, LLC

22.02K

Jun 30, 26

0.14%

FMR LLC

21.98K

Jun 30, 26

-2.23K

0.14%

Rollins Financial Advisors, LLC

20.14K

Jun 30, 26

+20.14K

0.13%

Merit Financial Group, LLC

19.48K

Jun 30, 26

-608

0.13%

Peck Wealth Management, LLC

18.14K

Jun 30, 26

+1.22K

0.12%

Bleakley Financial Group, LLC

18.09K

Jun 30, 26

+18.09K

0.12%

THOROUGHBRED FINANCIAL SERVICES, LLC

18.07K

Jun 30, 26

+5.99K

0.12%

TITLEIST ASSET MANAGEMENT, LLC

17.77K

Jun 30, 26

+2.84K

0.11%

Elevation Capital Advisory, LLC

17.71K

Jun 30, 26

+8.86K

0.11%

BALANCED WEALTH GROUP LLC

17.27K

Jun 30, 26

-91

0.11%

NewEdge Advisors, LLC

16.94K

Jun 30, 26

+10.30K

0.11%

Farther Finance Advisors, LLC

16.93K

Jun 30, 26

-269

0.11%

Wealthcare Advisory Partners LLC

16.80K

Jun 30, 26

0.11%

New England Private Wealth Advisors LLC

15.84K

Jun 30, 26

0.10%

Empirical Asset Management, LLC

15.28K

Jun 30, 26

+500

0.10%

Beacon Pointe Advisors, LLC

15.24K

Jun 30, 26

-73

0.10%

FIFTH THIRD BANCORP

14.85K

Jun 30, 26

-629

0.10%

RiverTree Advisors, LLC

14.38K

Jun 30, 26

-3.33K

0.09%

Prism Advisors, Inc.

13.77K

Jun 30, 26

-542

0.09%

Post Resch Tallon Group Inc.

13.61K

Jun 30, 26

+6.25K

0.09%

TOBIAS FINANCIAL ADVISORS, INC.

13.46K

Jun 30, 26

-2

0.09%

Investors Research Corp

13.05K

Jun 30, 26

+45

0.08%

Pensionmark Financial Group, LLC

12.67K

Jun 30, 26

0.08%

Parallel Advisors, LLC

12.33K

Jun 30, 26

0.08%

NFP Retirement, Inc.

12.27K

Jun 30, 26

0.08%

Apollon Wealth Management, LLC

12.12K

Jun 30, 26

-279

0.08%

Focus Financial Network, Inc.

11.51K

Jun 30, 26

+204

0.07%

FIFTH THIRD SECURITIES, INC.

11.35K

Jun 30, 26

+1.94K

0.07%

STIFEL FINANCIAL CORP

11.10K

Jun 30, 26

-87

0.07%

Hershey Financial Advisers, LLC

11.05K

Jun 30, 26

+7.33K

0.07%

Fiscal Wisdom Wealth Management, LLC

10.91K

Jun 30, 26

0.07%

IHT Wealth Management, LLC

10.62K

Jun 30, 26

-625

0.07%

IFP Advisors, Inc

10.39K

Jun 30, 26

+10.39K

0.07%

KEYBANK NATIONAL ASSOCIATION/OH

9.93K

Jun 30, 26

0.06%

Waverly Advisors, LLC

9.11K

Jun 30, 26

+257

0.06%

HRT FINANCIAL LP

8.75K

Jun 30, 26

+8.75K

0.06%

PFG Investments, LLC

8.62K

Jun 30, 26

+4.94K

0.06%

JPMORGAN CHASE & CO

8.50K

Jun 30, 26

+3.23K

0.05%

Cambria Investment Management, L.P.

8.34K

Jun 30, 26

-72

0.05%

Empowered Funds, LLC

8.34K

Jun 30, 26

-647

0.05%

Prospera Financial Services Inc

8.18K

Jun 30, 26

-81

0.05%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

8.17K

Jun 30, 26

-4.94K

0.05%

Steward Partners Investment Advisory, LLC

8.11K

Jun 30, 26

-1.58K

0.05%

Maia Wealth LLC

7.93K

Jun 30, 26

+985

0.05%

Kingsview Wealth Management, LLC

7.85K

Jun 30, 26

-3.49K

0.05%

Secure Asset Management, LLC

7.77K

Jun 30, 26

-450

0.05%

Global Retirement Partners, LLC

7.61K

Jun 30, 26

+7.61K

0.05%

AXXCESS WEALTH MANAGEMENT, LLC

7.44K

Jun 30, 26

+1.38K

0.05%

Concurrent Investment Advisors, LLC

7.20K

Jun 30, 26

+225

0.05%

STEINBERGANNA WEALTH MANAGEMENT

7.17K

Jun 30, 26

0.05%

RFG Advisory, LLC

7.05K

Jun 30, 26

-2.75K

0.05%

OPPENHEIMER & CO INC

7.01K

Jun 30, 26

0.05%

Creative Planning

6.94K

Jun 30, 26

+561

0.04%

Mariner, LLC

6.61K

Jun 30, 26

-15.39K

0.04%

HARMONY ASSET MANAGEMENT LLC

6.56K

Jun 30, 26

+86

0.04%

BENJAMIN EDWARDS INC

6.55K

Jun 30, 26

0.04%

Armbruster Capital Management, Inc.

6.37K

Jun 30, 26

0.04%

HighPoint Advisor Group LLC

6.19K

Jun 30, 26

+45

0.04%

MATHER GROUP, LLC.

5.93K

Jun 30, 26

-273

0.04%

STRATEGY ASSET MANAGERS LLC

5.85K

Jun 30, 26

0.04%

GLENMEDE TRUST CO NA

5.84K

Jun 30, 26

0.04%

Covenant Asset Management, LLC

5.84K

Jun 30, 26

+13

0.04%

PNC FINANCIAL SERVICES GROUP, INC.

5.69K

Jun 30, 26

-917

0.04%

FLAGSHIP HARBOR ADVISORS, LLC

5.50K

Jun 30, 26

0.04%

PRIVATE TRUST CO NA

5.26K

Jun 30, 26

+2.22K

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

5.24K

Jun 30, 26

+2.93K

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

5.06K

Jun 30, 26

-374

0.03%

OneAscent Financial Services LLC

5.00K

Jun 30, 26

-31.45K

0.03%

Ameritas Advisory Services, LLC

4.96K

Jun 30, 26

+4.96K

0.03%

Beacon Financial Advisory LLC

4.92K

Jun 30, 26

0.03%

Bawa N Mallick Trust

4.71K

Jun 30, 26

+4.71K

0.03%

Ausdal Financial Partners, Inc.

4.59K

Jun 30, 26

+519

0.03%

BLAIR WILLIAM & CO/IL

4.44K

Jun 30, 26

0.03%

Invesco Ltd.

4.30K

Jun 30, 26

+4.30K

0.03%

J. M. Brown & Associates Inc.

4.24K

Jun 30, 26

+4.24K

0.03%

Quantinno Capital Management LP

4.03K

Jun 30, 26

0.03%

Darwin Wealth Management, LLC

4.00K

Jun 30, 26

0.03%

HighTower Advisors, LLC

3.89K

Jun 30, 26

0.03%

HFG Advisors, Inc.

3.85K

Jun 30, 26

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

3.78K

Jun 30, 26

0.02%

Chancellor Financial Group WB LP

3.75K

Jun 30, 26

+355

0.02%

Regatta Research & Money Management

3.62K

Jun 30, 26

+3.62K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

3.62K

Jun 30, 26

-2

0.02%

Integrated Advisors Network LLC

3.61K

Jun 30, 26

+3.61K

0.02%

Traction Financial Partners, LLC

3.55K

Jun 30, 26

0.02%

Gateway Wealth Partners, LLC

3.53K

Jun 30, 26

-3.81K

0.02%

Independent Advisor Alliance

3.51K

Jun 30, 26

-25.59K

0.02%

Western Wealth Management, LLC

3.48K

Jun 30, 26

+685

0.02%

PKS Advisory Services, LLC

3.41K

Jun 30, 26

+1.43K

0.02%

Eagle Bay Advisors LLC

3.30K

Jun 30, 26

0.02%

Total Clarity Wealth Management, Inc.

3.22K

Jun 30, 26

+1.20K

0.02%

Harbor Asset Planning, Inc.

3.16K

Jun 30, 26

+595

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.12K

Jun 30, 26

-1.65K

0.02%

IAM Advisory, LLC

3.06K

Jun 30, 26

0.02%

Carrera Capital Advisors

3.06K

Jun 30, 26

0.02%

Schrum Private Wealth Management LLC

3.05K

Jun 30, 26

0.02%

Strategic Family Wealth Counselors, L.L.C.

3.04K

Jun 30, 26

0.02%

Urban Wealth Management, LLC

2.92K

Jun 30, 26

+2.92K

0.02%

PRINCIPAL SECURITIES, INC.

2.90K

Jun 30, 26

0.02%

Paragon Private Wealth Management, LLC

2.83K

Jun 30, 26

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

2.81K

Jun 30, 26

-293

0.02%

Summit Financial, LLC

2.76K

Jun 30, 26

-15

0.02%

Horizon Family Wealth, Inc.

2.62K

Jun 30, 26

+187

0.02%

EverSource Wealth Advisors, LLC

2.53K

Jun 30, 26

-310

0.02%

Colony Group, LLC

2.51K

Jun 30, 26

+120

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

2.40K

Jun 30, 26

+320

0.02%

CIBC Bancorp USA Inc.

2.34K

Jun 30, 26

0.02%

CHOREO, LLC

2.32K

Jun 30, 26

0.01%

Verum Partners LLC

2.32K

Jun 30, 26

0.01%

Centurion Wealth Management LLC

2.30K

Jun 30, 26

0.01%

Investment Advisory Group, LLC

2.30K

Jun 30, 26

0.01%

Cerity Partners LLC

2.27K

Jun 30, 26

0.01%

Alamar Capital Management, LLC

2.25K

Jun 30, 26

0.01%

PARK AVENUE SECURITIES LLC

2.24K

Jun 30, 26

0.01%

Allspring Global Investments Holdings, LLC

2.20K

Jun 30, 26

+2.20K

0.01%

Smartleaf Asset Management LLC

2.05K

Jun 30, 26

0.01%

Pitcairn Wealth Advisors LLC

2.00K

Jun 30, 26

0.01%

MONEY CONCEPTS CAPITAL CORP

2.00K

Jun 30, 26

+2.00K

0.01%

B. Riley Wealth Advisors, Inc.

1.99K

Jun 30, 26

-17

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

1.96K

Jun 30, 26

0.01%

Arkadios Wealth Advisors

1.95K

Jun 30, 26

-120

0.01%

CALDWELL SUTTER CAPITAL, INC.

1.90K

Jun 30, 26

0.01%

Foundations Investment Advisors, LLC

1.89K

Jun 30, 26

-74

0.01%

BFSG, LLC

1.88K

Jun 30, 26

0.01%

Signet Private Wealth LLC

1.86K

Jun 30, 26

-177

0.01%

First Nebraska Trust Co

1.84K

Jun 30, 26

0.01%

PFG Advisors

1.81K

Jun 30, 26

+1.81K

0.01%

Horizon Wealth Management, LLC

1.77K

Jun 30, 26

0.01%

Geneos Wealth Management Inc.

1.74K

Jun 30, 26

+40

0.01%

Intrua Financial, LLC

1.72K

Jun 30, 26

0.01%

NorthRock Partners, LLC

1.71K

Jun 30, 26

-1.67K

0.01%

Cresset Asset Management, LLC

1.67K

Jun 30, 26

+55

0.01%

TWO SIGMA SECURITIES, LLC

1.65K

Jun 30, 26

+1.65K

0.01%

Lido Advisors, LLC

1.64K

Jun 30, 26

-135

0.01%

Balance Wealth, LLC

1.62K

Jun 30, 26

-9

0.01%

Dakota Wealth Management

1.59K

Jun 30, 26

0.01%

Seneca Financial Advisors LLC

1.58K

Jun 30, 26

+1.58K

0.01%

Rehmann Capital Advisory Group

1.58K

Jun 30, 26

+1.58K

0.01%

Sovran Advisors, LLC

1.52K

Jun 30, 26

0.01%

Shared Vision Wealth Group LLC

1.52K

Jun 30, 26

+1.52K

0.01%

AVAII WEALTH MANAGEMENT, LLC

1.50K

Jun 30, 26

+1.50K

0.01%

Key FInancial Inc

1.49K

Jun 30, 26

0.01%

Kapstone Financial Advisors LLC

1.48K

Jun 30, 26

+1.48K

0.01%

Vertex Planning Partners, LLC

1.47K

Jun 30, 26

+1.47K

0.01%

STEPHENS INC /AR/

1.35K

Jun 30, 26

+1.35K

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

1.35K

Jun 30, 26

-755

0.01%

IFG Advisory, LLC

1.34K

Jun 30, 26

+1.34K

0.01%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

1.30K

Jun 30, 26

+1.30K

0.01%

RITHOLTZ WEALTH MANAGEMENT

1.30K

Jun 30, 26

+1.30K

0.01%

Sigma Planning Corp

1.29K

Jun 30, 26

+1.29K

0.01%

CENTAURUS FINANCIAL, INC.

1.28K

Jun 30, 26

-195

0.01%

Meeder Advisory Services, Inc.

1.27K

Jun 30, 26

+1.27K

0.01%

Opal Wealth Advisors, LLC

1.20K

Jun 30, 26

+728

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

1.20K

Jun 30, 26

+1.20K

0.01%

Integrity Financial Corp /WA

1.20K

Jun 30, 26

-1

0.01%

Cassaday & Co Wealth Management LLC

1.16K

Jun 30, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.08K

Jun 30, 26

0.01%

ASSETMARK, INC

1.05K

Jun 30, 26

+16

0.01%

Rosenberg Matthew Hamilton

1.01K

Jun 30, 26

0.01%

EASTERN BANK

1.00K

Jun 30, 26

0.01%

AE Wealth Management LLC

887

Jun 30, 26

0.01%

Ashton Thomas Private Wealth, LLC

722

Jun 30, 26

0.00%

BlackRock, Inc.

686

Jun 30, 26

0.00%

PFS Partners, LLC

650

Jun 30, 26

0.00%

US BANCORP \DE\

602

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

549

Jun 30, 26

0.00%

BOKF, NA

500

Jun 30, 26

0.00%

Clearstead Advisors, LLC

485

Jun 30, 26

+485

0.00%

GoalVest Advisory LLC

411

Jun 30, 26

0.00%

CX Institutional

350

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

265

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

257

Jun 30, 26

+257

0.00%

MidFirst Bank

246

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

162

Jun 30, 26

0.00%

Hanson & Doremus Investment Management

158

Jun 30, 26

0.00%

Fortitude Family Office, LLC

149

Jun 30, 26

0.00%

Beaird Harris Wealth Management, LLC

147

Jun 30, 26

0.00%

Bank & Trust Co

144

Jun 30, 26

0.00%

Beacon Capital Management, Inc.

137

Jun 30, 26

-1

0.00%

Capital Advisor Network LLC

Jun 30, 26

+84

0.00%

FIDUCIARY FINANCIAL ADVISORS

Jun 30, 26

+83

0.00%

Archer Investment Corp

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

-156

0.00%

Nova Wealth Management, Inc.

Jun 30, 26

0.00%

Noble Wealth Management PBC

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

+24

0.00%

Operose Advisors LLC

Jun 30, 26

0.00%

HOEY INVESTMENTS, INC

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

0.00%

Allworth Financial LP

Jun 30, 26

-1.05K

CARDIFF PARK ADVISORS, LLC

Jun 30, 26

-3.30K

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Jun 30, 26

-4.74K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-8

MAI Capital Management

Jun 30, 26

-1.93K

National Wealth Management Group, LLC

Jun 30, 26

-1.88K

Brinker Capital Investments, LLC

Jun 30, 26

-2.27K

Advisory Services Network, LLC

Jun 30, 26

-1.10K

Tower Research Capital LLC (TRC)

Jun 30, 26

-3.38K

Blue Capital, Inc.

Jun 30, 26

-13.76K

Ethos Financial Group, LLC

Jun 30, 26

-56.29K

RESOURCES MANAGEMENT CORP /CT/ /ADV

Jun 30, 26

-63

Evolution Wealth Advisors, LLC

Jun 30, 26

-5.00K

CITIGROUP INC

Jun 30, 26

-1.01K

CWM, LLC

62.71K

Mar 31, 26

-874

0.41%

Mill Creek Capital Advisors, LLC

45.92K

Mar 31, 26

0.30%

Claris Financial LLC

6.83K

Mar 31, 26

+874

0.04%

Sunbelt Securities, Inc.

417

Mar 31, 26

+417

0.00%

COMERICA BANK

15.26K

Dec 31, 25

-657

0.10%

CIBC Private Wealth Group, LLC

2.34K

Dec 31, 25

+61

0.02%

Glenmede Investment Management, LP

6.44K

Sep 30, 25

0.04%

Bristlecone Advisors, LLC

Sep 30, 25

-1.09K

Exchange Capital Management, Inc.

2.53K

Jun 30, 25

0.02%

Atria Wealth Solutions, Inc.

Jun 30, 25

-14.96K

Sugarloaf Wealth Management, LLC

100

Dec 31, 24

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

Dec 31, 24

-2.51K

RAYMOND JAMES & ASSOCIATES

385.99K

Sep 30, 24

-6.09K

2.49%

Raymond James Financial Services Advisors, Inc.

55.07K

Sep 30, 24

+1.25K

0.36%

FinTrust Capital Advisors, LLC

5.25K

Sep 30, 24

+5.25K

0.03%

M&R CAPITAL MANAGEMENT INC

305

Sep 30, 24

-285

0.00%

VitalStone Financial, LLC

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

6.55K

Jun 30, 24

0.04%

Cetera Advisor Networks LLC

9.88K

Mar 31, 24

+489

0.06%

Cetera Advisors LLC

8.27K

Mar 31, 24

+1.01K

0.05%

FOCUS FINANCIAL NETWORK INC /ADV

11.44K

Dec 31, 23

+11.44K

0.07%

Asset Management Resources, LLC

2.76K

Dec 31, 23

+2.76K

0.02%

Baystate Wealth Management LLC

1.40K

Dec 31, 23

0.01%

BDO Wealth Advisors, LLC

2.32K

Jun 30, 23

0.01%

First Command Financial Services, Inc.

740

Jun 30, 23

0.00%

First Command Bank

740

Jun 30, 23

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

92.35K

Dec 31, 22

-6.02K

0.60%

ACG Wealth

6.56K

Sep 30, 22

-22

0.04%

American Portfolios Advisors

1.49K

Sep 30, 22

-541

0.01%

HC FINANCIAL ADVISORS INC

19.90K

Jun 30, 22

+834

0.13%

B. Riley Wealth Management, Inc.

6.77K

Jun 30, 22

+6.77K

0.04%

BBVA USA

1.57K

Sep 30, 21

0.01%

Sonora Investment Management, LLC

715

Sep 30, 21

0.00%

NORTHSTAR WEALTH PARTNERS LLC

23.68K

Sep 30, 20

0.15%

Advisor Group, Inc.

51.57K

Dec 31, 19

-156.81K

0.33%

LADENBURG THALMANN FINANCIAL SERVICES INC.

29.75K

Dec 31, 19

-1.28K

0.19%

Beacon Pointe Wealth Advisors, LLC

10.97K

Dec 31, 19

-383

0.07%

BB&T SECURITIES, LLC

395.25K

Sep 30, 19

-13.58K

2.55%

MADRONA FUNDS, LLC

168.12K

Sep 30, 19

+168.12K

1.09%

SUNTRUST BANKS INC

49.29K

Sep 30, 19

+2.96K

0.32%

Highwater Wealth Management, LLC

Sep 30, 19

-4.63K

HL FINANCIAL SERVICES LLC

5.07K

Mar 31, 19

0.03%

NEXT Financial Holdings

Mar 31, 19

+51

0.00%

HC Financial Advisors, Inc.

14.40K

Sep 30, 18

-536

0.09%