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Institutional Ownership

Top 326 Institutional Holders
HolderSharesDateChange% Held
Maltin Wealth Management, Inc.188.56KSep 30, 26+6.73K0.49%
Breakwater Capital Group130.62KSep 30, 26+11.92K0.34%
RTD Financial Advisors, Inc.126.06KSep 30, 26-9290.33%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC66.70KSep 30, 26+8.13K0.17%
Centurion Wealth Management LLC31.45KSep 30, 26-10.38K0.08%
Farther Finance Advisors, LLC21.73KSep 30, 26+9130.06%
MATHER GROUP, LLC.10.89KSep 30, 26--0.03%
KFA Private Wealth Group, LLC5.26KSep 30, 26-80.01%
Paragon Capital Management Ltd5.09KSep 30, 26--0.01%
CoreCap Advisors, LLC4.77KSep 30, 26+980.01%
First Pacific Financial2.04KSep 30, 26+140.01%
Triumph Capital Management973Sep 30, 26--0.00%
Versant Capital Management, Inc803Sep 30, 26--0.00%
GODSEY & GIBB, INC311Sep 30, 26--0.00%
ZRC WEALTH MANAGEMENT, LLC135Sep 30, 26+10.00%
GAMMA Investing LLC4Sep 30, 26--0.00%
Avidian Wealth Solutions, LLC--Sep 30, 26-5.65K--
GILL CAPITAL PARTNERS, LLC--Sep 30, 26-70--
Sixth Street Partners Management Company, L.P.9.43MJun 30, 26+9.43M24.53%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC9.43MJun 30, 26-808.95K24.53%
Invesco Ltd.5.80MJun 30, 26-336.54K15.07%
MORGAN STANLEY1.39MJun 30, 26+31.91K3.62%
BANK OF AMERICA CORP /DE/974.90KJun 30, 26+10.97K2.54%
LPL Financial LLC951.36KJun 30, 26+68.05K2.47%
Bank of New York Mellon Corp924.85KJun 30, 26-29.37K2.41%
UBS Group AG702.11KJun 30, 26+24.11K1.83%
WELLS FARGO & COMPANY/MN687.13KJun 30, 26+37.62K1.79%
Sanctuary Advisors, LLC590.25KJun 30, 26+10.85K1.54%
AMERIPRISE FINANCIAL INC441.72KJun 30, 26+299.26K1.15%
Johnson & White Wealth Management, LLC392.49KJun 30, 26+4.63K1.02%
FIRST AMERICAN TRUST, FSB378.09KJun 30, 26+43.88K0.98%
CI Private Wealth, LLC378.06KJun 30, 26-61.14K0.98%
Charles Schwab Trust Co326.30KJun 30, 26-6.74K0.85%
JPMORGAN CHASE & CO290.10KJun 30, 26+20.89K0.75%
ROYAL BANK OF CANADA243.78KJun 30, 26+26.86K0.63%
Equitable Holdings, Inc.241.54KJun 30, 26-82.10K0.63%
Cetera Investment Advisers211.86KJun 30, 26+11.03K0.55%
Arlington Financial Advisors, LLC192.29KJun 30, 26-8.80K0.50%
NATIONAL BANK OF CANADA /FI/190.06KJun 30, 26-2.87K0.49%
VICTORY CAPITAL MANAGEMENT INC177.55KJun 30, 26-143.81K0.46%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO145.10KJun 30, 26+3.55K0.38%
CAPTRUST FINANCIAL ADVISORS144.51KJun 30, 26-121.43K0.38%
CIBC Bancorp USA Inc.133.06KJun 30, 26--0.35%
UBS ASSET MANAGEMENT AMERICAS INC124.98KJun 30, 26-3970.33%
ADVISOR GROUP HOLDINGS, INC.120.27KJun 30, 26+7.25K0.31%
ENVESTNET ASSET MANAGEMENT INC95.50KJun 30, 26+4.52K0.25%
Creative Planning93.21KJun 30, 26+4.99K0.24%
HRT FINANCIAL LP92.20KJun 30, 26+92.20K0.24%
COMMONWEALTH EQUITY SERVICES, LLC90.30KJun 30, 26+2.54K0.23%
Retirement Planning Group88.86KJun 30, 26+1.78K0.23%
HighTower Advisors, LLC87.01KJun 30, 26+4630.23%
Cornerstone Wealth Management, LLC84.62KJun 30, 26+14.62K0.22%
Three Bridge Wealth Advisors, LLC79.23KJun 30, 26+1060.21%
AlphaCore Capital LLC77.29KJun 30, 26-3.99K0.20%
Garden State Investment Advisory Services LLC76.89KJun 30, 26+11.42K0.20%
Mariner, LLC74.59KJun 30, 26+11.11K0.19%
JONES FINANCIAL COMPANIES LLLP69.43KJun 30, 26+3.07K0.18%
STIFEL FINANCIAL CORP67.46KJun 30, 26-5.89K0.18%
Waverly Advisors, LLC67.41KJun 30, 26+1270.18%
Archer Investment Corp66.43KJun 30, 26+1.51K0.17%
Verum Partners LLC64.46KJun 30, 26-1810.17%
GLENMEDE TRUST CO NA62.80KJun 30, 26--0.16%
ROTHSCHILD INVESTMENT LLC61.22KJun 30, 26+9.02K0.16%
Proficio Capital Partners LLC58.70KJun 30, 26+22.12K0.15%
US BANCORP \DE\57.55KJun 30, 26-1.78K0.15%
Rockefeller Capital Management L.P.57.22KJun 30, 26+5250.15%
Quantinno Capital Management LP52.35KJun 30, 26+27.23K0.14%
MAI Capital Management50.49KJun 30, 26-250.13%
GOLDMAN SACHS GROUP INC45.89KJun 30, 26+45.89K0.12%
KWB Wealth45.54KJun 30, 26-4.48K0.12%
Cedar Point Capital Partners, LLC43.54KJun 30, 26+1.38K0.11%
Cambridge Investment Research Advisors, Inc.43.41KJun 30, 26+7.89K0.11%
BIP Wealth, LLC43.08KJun 30, 26+39.99K0.11%
Centurion Wealth Management LLC41.83KJun 30, 26-14.70K0.11%
Atria Investments, Inc38.48KJun 30, 26+5.69K0.10%
FMR LLC38.09KJun 30, 26+1.98K0.10%
MERCER GLOBAL ADVISORS INC /ADV37.71KJun 30, 26+1.16K0.10%
DRIVE WEALTH MANAGEMENT, LLC35.54KJun 30, 26-7990.09%
JANE STREET GROUP, LLC35.39KJun 30, 26+35.39K0.09%
Wealthspire Advisors, LLC31.59KJun 30, 26-1.88K0.08%
CIDEL ASSET MANAGEMENT INC31.37KJun 30, 26+2.72K0.08%
BASSO CAPITAL MANAGEMENT, L.P.29.47KJun 30, 26+29.47K0.08%
FLAGSTAR ADVISORS INC.28.29KJun 30, 26+4.29K0.07%
AQR CAPITAL MANAGEMENT LLC26.44KJun 30, 26+10.47K0.07%
RIVERCHASE WEALTH MANAGEMENT, LLC25.38KJun 30, 26--0.07%
Meeder Advisory Services, Inc.25.21KJun 30, 26+25.21K0.07%
Nalls Sherbakoff Group, LLC25.02KJun 30, 26-1940.07%
ATLAS CAPITAL ADVISORS LLC24.03KJun 30, 26-2100.06%
MML INVESTORS SERVICES, LLC23.44KJun 30, 26+3.48K0.06%
Integrated Advisors Network LLC22.92KJun 30, 26+5.22K0.06%
Cerity Partners LLC22.86KJun 30, 26-3.05K0.06%
Aries Wealth Management22.32KJun 30, 26-6160.06%
IHT Wealth Management, LLC22.14KJun 30, 26+1.45K0.06%
Vise Technologies, Inc.22.02KJun 30, 26+5.09K0.06%
Crusonia Wealth Advisors LLC22.00KJun 30, 26+1830.06%
Colony Group, LLC20.36KJun 30, 26+1.42K0.05%
Kathmere Capital Management, LLC19.67KJun 30, 26-6460.05%
Rollins Financial Advisors, LLC16.55KJun 30, 26+10.32K0.04%
Main Street Financial Solutions, LLC16.07KJun 30, 26+3.27K0.04%
FOSTER & MOTLEY INC15.73KJun 30, 26--0.04%
Key FInancial Inc15.73KJun 30, 26+790.04%
Savant Capital, LLC15.50KJun 30, 26+4060.04%
Targeted Financial Services LLC14.87KJun 30, 26-1620.04%
Rather & Kittrell, Inc.14.77KJun 30, 26-5680.04%
Rathbones Group PLC14.60KJun 30, 26--0.04%
Vanguard National Trust Co13.97KJun 30, 26--0.04%
Mesirow Financial Investment Management, Inc.13.42KJun 30, 26-1500.03%
Kestra Advisory Services, LLC13.41KJun 30, 26+3.14K0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12.94KJun 30, 26+3.49K0.03%
Sequoia Financial Advisors, LLC12.91KJun 30, 26+2.24K0.03%
Lido Advisors, LLC12.62KJun 30, 26+1.54K0.03%
Colonial River Wealth Management, LLC12.53KJun 30, 26-9820.03%
CITIGROUP INC12.31KJun 30, 26+1.08K0.03%
EP Wealth Advisors, LLC12.08KJun 30, 26+1.25K0.03%
RAYMOND JAMES FINANCIAL INC12.01KJun 30, 26-20.73K0.03%
Atlas Legacy Advisors, LLC11.75KJun 30, 26-6930.03%
Octavia Wealth Advisors, LLC11.71KJun 30, 26+400.03%
PDS Planning, Inc11.66KJun 30, 26+3410.03%
BlackRock, Inc.11.53KJun 30, 26+4.30K0.03%
JFS WEALTH ADVISORS, LLC11.45KJun 30, 26+3380.03%
MATHER GROUP, LLC.10.89KJun 30, 26--0.03%
WFA of San Diego, LLC10.69KJun 30, 26-5860.03%
Wealthfront Advisers LLC10.57KJun 30, 26-3.25K0.03%
Snowden Capital Advisors LLC10.46KJun 30, 26--0.03%
IEQ CAPITAL, LLC10.38KJun 30, 26+8940.03%
Hardy Reed LLC10.35KJun 30, 26--0.03%
Richmond Investment Services, LLC10.07KJun 30, 26+10.07K0.03%
SCOTIA CAPITAL INC.9.75KJun 30, 26+4170.03%
Revolve Wealth Partners, LLC9.48KJun 30, 26--0.02%
Flatrock Wealth Partners LLC9.32KJun 30, 26-1910.02%
Prairiewood Capital, LLC9.16KJun 30, 26-1260.02%
Quadrant Private Wealth Management, LLC9.15KJun 30, 26--0.02%
Freedom Day Solutions, LLC8.82KJun 30, 26+8.82K0.02%
Arkadios Wealth Advisors8.68KJun 30, 26+2.94K0.02%
FIFTH THIRD BANCORP8.21KJun 30, 26-1240.02%
HARBOUR INVESTMENT MANAGEMENT LLC7.89KJun 30, 26--0.02%
Advisory Services Network, LLC7.78KJun 30, 26-70.02%
RiverFront Investment Group, LLC7.77KJun 30, 26+3450.02%
Capital Investment Advisors, LLC7.62KJun 30, 26-3110.02%
Markowski Investments7.35KJun 30, 26+7.35K0.02%
AXXCESS WEALTH MANAGEMENT, LLC7.30KJun 30, 26+7.30K0.02%
Geneos Wealth Management Inc.7.27KJun 30, 26+370.02%
Birchwood Financial Partners, Inc.7.22KJun 30, 26+650.02%
Vertex Planning Partners, LLC7.18KJun 30, 26+2.81K0.02%
WILEY BROS.-AINTREE CAPITAL, LLC7.00KJun 30, 26+60.02%
Maridea Wealth Management LLC6.85KJun 30, 26+4420.02%
MISSION WEALTH MANAGEMENT, LP6.65KJun 30, 26+3.20K0.02%
Align Financial, LLC6.61KJun 30, 26+1280.02%
Resources Investment Advisors, LLC.6.58KJun 30, 26+1010.02%
Essex Financial Services, Inc.6.37KJun 30, 26+10.02%
Parallel Advisors, LLC6.22KJun 30, 26+1.01K0.02%
Gotham Asset Management, LLC6.21KJun 30, 26--0.02%
Larson Financial Group LLC6.10KJun 30, 26+5100.02%
PKS Advisory Services, LLC6.06KJun 30, 26+6.06K0.02%
Cresset Asset Management, LLC5.76KJun 30, 26--0.01%
PEAPACK GLADSTONE FINANCIAL CORP5.69KJun 30, 26+5.69K0.01%
TopTier Wealth Management, LLC5.41KJun 30, 26-1430.01%
Betterment LLC5.25KJun 30, 26-960.01%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5.20KJun 30, 26+50.01%
CIBC WORLD MARKET INC.5.12KJun 30, 26--0.01%
Root Financial Partners, LLC5.08KJun 30, 26+7420.01%
Brinker Capital Investments, LLC4.83KJun 30, 26-230.01%
CASTLE WEALTH MANAGEMENT LLC4.83KJun 30, 26--0.01%
BANK OF MONTREAL /CAN/4.81KJun 30, 26+1.27K0.01%
Regal Investment Advisors LLC4.77KJun 30, 26+8100.01%
Modera Wealth Management, LLC4.69KJun 30, 26-630.01%
AE Wealth Management LLC4.67KJun 30, 26+2730.01%
Prospera Financial Services Inc4.38KJun 30, 26+4.38K0.01%
McKinley Carter Wealth Services, Inc.4.27KJun 30, 26--0.01%
Facet Wealth, Inc.4.22KJun 30, 26-3250.01%
Austin Wealth Management, LLC4.08KJun 30, 26+190.01%
Darden Wealth Group Inc4.07KJun 30, 26+20.01%
NORTHERN TRUST CORP3.95KJun 30, 26--0.01%
Perigon Wealth Management, LLC3.92KJun 30, 26+3.92K0.01%
Integrated Wealth Concepts LLC3.83KJun 30, 26+360.01%
SENTINEL PENSION ADVISORS INC3.81KJun 30, 26--0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC3.79KJun 30, 26--0.01%
Federation des caisses Desjardins du Quebec3.75KJun 30, 26+3260.01%
CUTLER INVESTMENT COUNSEL LLC3.69KJun 30, 26--0.01%
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC3.57KJun 30, 26--0.01%
McNamara Financial Services, Inc.3.55KJun 30, 26-410.01%
Baird Financial Group, Inc.3.49KJun 30, 26--0.01%
71 West Capital Partners3.45KJun 30, 26--0.01%
Vident Advisory, LLC3.14KJun 30, 26-1720.01%
Tennessee Valley Asset Management Partners3.10KJun 30, 26-1540.01%
Security Financial Services, INC.3.03KJun 30, 26-110.01%
NFP Retirement, Inc.3.02KJun 30, 26--0.01%
IFP Advisors, Inc2.98KJun 30, 26--0.01%
Private Advisor Group, LLC2.97KJun 30, 26-4.49K0.01%
Aptus Capital Advisors, LLC2.94KJun 30, 26-450.01%
Joel Isaacson & Co., LLC2.82KJun 30, 26+2.82K0.01%
Range Advisory, LLC2.82KJun 30, 26+2.82K0.01%
Pinnacle Wealth Planning Services, Inc.2.82KJun 30, 26--0.01%
Midwest Trust Co2.69KJun 30, 26+2.69K0.01%
BLAIR WILLIAM & CO/IL2.61KJun 30, 26+1790.01%
Spire Wealth Management2.47KJun 30, 26-90.01%
VANGUARD ADVISERS INC2.16KJun 30, 26+330.01%
First Pacific Financial2.03KJun 30, 26+2.03K0.01%
Crewe Advisors LLC1.84KJun 30, 26--0.00%
BROWN BROTHERS HARRIMAN & CO1.64KJun 30, 26+1.25K0.00%
Plante Moran Financial Advisors, LLC1.57KJun 30, 26--0.00%
HUNTINGTON NATIONAL BANK1.54KJun 30, 26--0.00%
PNC FINANCIAL SERVICES GROUP, INC.1.37KJun 30, 26+9070.00%
HARBOUR INVESTMENTS, INC.1.37KJun 30, 26+7930.00%
Abound Wealth Management1.30KJun 30, 26+10.00%
ASSETMARK, INC1.29KJun 30, 26--0.00%
Capital Analysts, LLC1.19KJun 30, 26+40.00%
Harbor Asset Planning, Inc.1.14KJun 30, 26--0.00%
Qube Research & Technologies Ltd1.07KJun 30, 26+1.02K0.00%
PRIVATE TRUST CO NA1.03KJun 30, 26+3310.00%
Triumph Capital Management973Jun 30, 26--0.00%
Ronald Blue Trust, Inc.791Jun 30, 26--0.00%
MCF Advisors LLC770Jun 30, 26--0.00%
BELLEVUE ASSET MANAGEMENT, LLC675Jun 30, 26--0.00%
Allworth Financial LP633Jun 30, 26+150.00%
EXCEL SECURITIES & ASSOCIATES, INC.620Jun 30, 26+6200.00%
Bogart Wealth, LLC612Jun 30, 26--0.00%
Clearstead Advisors, LLC600Jun 30, 26+30.00%
Arlington Trust Co LLC565Jun 30, 26--0.00%
Robinswood Financial LLC523Jun 30, 26-250.00%
Fairway Wealth LLC511Jun 30, 26--0.00%
NewEdge Advisors, LLC502Jun 30, 26--0.00%
Bell Investment Advisors, Inc494Jun 30, 26--0.00%
Moisand Fitzgerald Tamayo, LLC477Jun 30, 26--0.00%
Russell Investments Group, Ltd.473Jun 30, 26+4730.00%
Tidemark, LLC413Jun 30, 26--0.00%
Osbon Capital Management LLC406Jun 30, 26--0.00%
IFG Advisory, LLC390Jun 30, 26+3900.00%
UMB Bank, n.a.362Jun 30, 26+3620.00%
SBI Securities Co., Ltd.333Jun 30, 26+60.00%
SYM FINANCIAL Corp318Jun 30, 26+3180.00%
GODSEY & GIBB, INC311Jun 30, 26--0.00%
TIAA Wealth Investment Management LLC295Jun 30, 26--0.00%
Investment Research & Advisory Group, Inc.284Jun 30, 26+1380.00%
Valued Wealth Advisors LLC272Jun 30, 26--0.00%
Mosley Wealth Management254Jun 30, 26+2540.00%
CHILTON CAPITAL MANAGEMENT LLC250Jun 30, 26--0.00%
CULLEN/FROST BANKERS, INC.235Jun 30, 26+440.00%
SIGNATUREFD, LLC205Jun 30, 26--0.00%
PIN OAK INVESTMENT ADVISORS INC204Jun 30, 26--0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC165Jun 30, 26--0.00%
Coston, McIsaac & Partners150Jun 30, 26--0.00%
Keating Financial Advisory Services, Inc.146Jun 30, 26--0.00%
Cordant, Inc.141Jun 30, 26+1410.00%
PROSPERITY BANCSHARES INC125Jun 30, 26--0.00%
Creative Capital Management Investments LLC116Jun 30, 26--0.00%
LifeSteps Financial, Inc.116Jun 30, 26+1160.00%
Atlantic Union Bankshares Corp113Jun 30, 26--0.00%
Global Retirement Partners, LLC112Jun 30, 26+1120.00%
Atlantic Edge Private Wealth Management, LLC105Jun 30, 26--0.00%
Signature Resources Capital Management, LLC101Jun 30, 26--0.00%
TUCKER ASSET MANAGEMENT LLC100Jun 30, 26--0.00%
MARYLAND CAPITAL ADVISORS INC.95Jun 30, 26+950.00%
Steward Partners Investment Advisory, LLC83Jun 30, 26--0.00%
WEBSTER BANK, N. A.61Jun 30, 26--0.00%
AdvisorNet Financial, Inc46Jun 30, 26--0.00%
First Command Advisory Services, Inc.34Jun 30, 26-650.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management16Jun 30, 26--0.00%
Trailhead Planners LLC--Jun 30, 26-9.70K--
Apollon Wealth Management, LLC--Jun 30, 26-4.10K--
Hara Capital LLC--Jun 30, 26-347--
RETIREMITTEN FINANCIAL LLC--Jun 30, 26-269--
TWO SIGMA SECURITIES, LLC--Jun 30, 26-6.10K--
TORONTO DOMINION BANK--Jun 30, 26-2.05K--
Foster Victor Wealth Advisors, LLC--Jun 30, 26-55.20K--
Basepoint Wealth LLC--Jun 30, 26-5--
Destiny Wealth Partners, LLC--Jun 30, 26-309--
WealthShield Partners, LLC--Jun 30, 26-482--
Independent Advisor Alliance--Jun 30, 26-105.42K--
EVOLVE PRIVATE WEALTH, LLC--Jun 30, 26-5.32K--
Burk Holdings LLC--Jun 30, 26-372--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC--Jun 30, 26-535--
Red Tortoise LLC39.76KMar 31, 26-4950.10%
CWM, LLC5.91KMar 31, 26+1.93K0.02%
McIlrath & Eck, LLC255Mar 31, 26-80.00%
Financial Connections Group, Inc.109Mar 31, 26--0.00%
CIBC Private Wealth Group, LLC133.36KDec 31, 25+1.60K0.35%
VANGUARD GROUP INC16.35KDec 31, 25+390.04%
COMERICA BANK7.71KDec 31, 25-2820.02%
Motiv8 Investments LLC154Dec 31, 25+1540.00%
Glenmede Investment Management, LP62.80KSep 30, 25-2.54K0.16%
Lowe Wealth Advisors, LLC18.95KSep 30, 25-2230.05%
Binnacle Investments Inc114Sep 30, 25--0.00%
Financial Advocates Investment Management--Sep 30, 25-3.49K--
AVANTAX ADVISORY SERVICES, INC.22.40KJun 30, 25+2210.06%
Belmont Capital, LLC361Jun 30, 25--0.00%
CAROLINAS WEALTH CONSULTING LLC128.98KMar 31, 25+4820.34%
Callan Capital, LLC105.66KMar 31, 25-3.19K0.27%
Orion Portfolio Solutions, LLC5.02KMar 31, 25-1.53K0.01%
Sandy Spring Bank113Mar 31, 25-590.00%
Householder Group Estate & Retirement Specialist, LLC80Dec 31, 24-23.74K0.00%
Private Portfolio Partners LLC--Dec 31, 24-4.11K--
RAYMOND JAMES & ASSOCIATES7.75KSep 30, 24-12.68K0.02%
Raymond James Financial Services Advisors, Inc.3.92KSep 30, 24-5580.01%
Private Ocean, LLC40.62KJun 30, 24-1.34K0.11%
BENJAMIN F. EDWARDS & COMPANY, INC.--Jun 30, 24-64--
Charles Schwab Investment Advisory, Inc.11.38MMar 31, 24-454.11K29.61%
Cetera Advisor Networks LLC51.31KMar 31, 24+2.57K0.13%
WEALTHSOURCE PARTNERS, LLC18.70KDec 31, 23+240.05%
Bartlett & Co. LLC165Dec 31, 23--0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.42.69KSep 30, 23+1.33K0.11%
ROTHSCHILD INVESTMENT CORP /IL21.41KSep 30, 23--0.06%
FRONT BARNETT ASSOCIATES LLC16.42KSep 30, 23--0.04%
TIEDEMANN ADVISORS, LLC5.46KSep 30, 23--0.01%
PFS INVESTMENTS INC.717.40KJun 30, 23+6871.87%
AJ WEALTH STRATEGIES, LLC7.03KJun 30, 23--0.02%
Ahrens Investment Partners LLC236Mar 31, 23+2360.00%
Clear Perspectives Financial Planning, LLC171Mar 31, 23--0.00%
Sargent Bickham Lagudis LLC248Dec 31, 22+2480.00%
BRR OpCo, LLC595.97KSep 30, 22+3941.55%
REGENTATLANTIC CAPITAL LLC69.82KSep 30, 22-15.10K0.18%
55I, LLC16.12KSep 30, 22+7.76K0.04%
WIPFLI FINANCIAL ADVISORS LLC,1.60KSep 30, 22+1.60K0.00%
Frontier Wealth Management LLC125.17KJun 30, 22+125.17K0.33%
HC FINANCIAL ADVISORS INC4.53KJun 30, 22-5490.01%
Carroll Financial Associates, Inc.89.99KDec 31, 21+5.67K0.23%
REILLY FINANCIAL ADVISORS, LLC--Dec 31, 21-572--
HATTON CONSULTING, INC.5.43KSep 30, 21--0.01%
Treybourne Wealth Planners, Inc.51.13KJun 30, 21-1.12K0.13%
OLD MISSION CAPITAL, LLC119.13KDec 31, 20+119.13K0.31%
Advisor Group, Inc.18.66KDec 31, 19-2880.05%
LADENBURG THALMANN FINANCIAL SERVICES INC.3.21KDec 31, 19+7830.01%
BOSTON ADVISORS LLC5.64KSep 30, 19-1.00K0.01%
HC Financial Advisors, Inc.8.09KSep 30, 18-2.06K0.02%
Mosaic Financial Partners, Inc.176.91KJun 30, 18+176.91K0.46%
Edge Advisors, LLC123Jun 30, 18+1230.00%

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

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