PXH(PXH)
PXH
$29.86—Stale · unknown old
NYSE • Last print unknown ago
$29.86—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Sixth Street Partners Management Company, L.P. | 22.45M | Jun 30, 26 | +22.45M | 34.92% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 22.45M | Jun 30, 26 | -764.30K | 34.92% |
| AMERIPRISE FINANCIAL INC | 3.70M | Jun 30, 26 | +493.05K | 5.75% |
| FMR LLC | 3.30M | Jun 30, 26 | +16.93K | 5.13% |
| WELLS FARGO & COMPANY/MN | 2.78M | Jun 30, 26 | +142.08K | 4.33% |
| MORGAN STANLEY | 2.17M | Jun 30, 26 | +104.84K | 3.37% |
| BANK OF AMERICA CORP /DE/ | 1.66M | Jun 30, 26 | -27.56K | 2.58% |
| LPL Financial LLC | 1.63M | Jun 30, 26 | +21.48K | 2.54% |
| VICTORY CAPITAL MANAGEMENT INC | 1.63M | Jun 30, 26 | -- | 2.53% |
| Daiwa Securities Group Inc. | 1.04M | Jun 30, 26 | +350.00K | 1.62% |
| Bank of New York Mellon Corp | 939.74K | Jun 30, 26 | -8.27K | 1.46% |
| UBS Group AG | 676.78K | Jun 30, 26 | +100.75K | 1.05% |
| CIDEL ASSET MANAGEMENT INC | 658.76K | Jun 30, 26 | +38.95K | 1.02% |
| OLD MISSION CAPITAL LLC | 647.33K | Jun 30, 26 | +475.00K | 1.01% |
| Invesco Ltd. | 613.57K | Jun 30, 26 | -843.22K | 0.95% |
| ENVESTNET ASSET MANAGEMENT INC | 599.41K | Jun 30, 26 | +153.32K | 0.93% |
| ADVISOR GROUP HOLDINGS, INC. | 570.13K | Jun 30, 26 | +33.57K | 0.89% |
| HighTower Advisors, LLC | 517.26K | Jun 30, 26 | -81.06K | 0.80% |
| Axiom Financial Strategies, LLC | 507.95K | Jun 30, 26 | -4.96K | 0.79% |
| TRUIST FINANCIAL CORP | 502.97K | Jun 30, 26 | +145.71K | 0.78% |
| STATE OF WISCONSIN INVESTMENT BOARD | 460.43K | Jun 30, 26 | -- | 0.72% |
| CAPTRUST FINANCIAL ADVISORS | 408.55K | Jun 30, 26 | +6.83K | 0.64% |
| RAYMOND JAMES FINANCIAL INC | 399.44K | Jun 30, 26 | +46.67K | 0.62% |
| Cetera Investment Advisers | 352.05K | Jun 30, 26 | +15.24K | 0.55% |
| GOLDMAN SACHS GROUP INC | 330.25K | Jun 30, 26 | +330.25K | 0.51% |
| Johnson & White Wealth Management, LLC | 307.64K | Jun 30, 26 | +3.73K | 0.48% |
| Virtus Family Office LLC | 279.20K | Jun 30, 26 | +5.83K | 0.43% |
| Atlas Legacy Advisors, LLC | 268.03K | Jun 30, 26 | +13.94K | 0.42% |
| MARSHALL WACE, LLP | 225.50K | Jun 30, 26 | -- | 0.35% |
| Aries Wealth Management | 215.56K | Jun 30, 26 | -- | 0.34% |
| ROYAL BANK OF CANADA | 208.01K | Jun 30, 26 | +11.60K | 0.32% |
| Baird Financial Group, Inc. | 207.55K | Jun 30, 26 | -7.31K | 0.32% |
| AXXCESS WEALTH MANAGEMENT, LLC | 188.53K | Jun 30, 26 | +188.53K | 0.29% |
| NATIONAL BANK OF CANADA /FI/ | 175.49K | Jun 30, 26 | +362 | 0.27% |
| ROTHSCHILD INVESTMENT LLC | 173.24K | Jun 30, 26 | -565 | 0.27% |
| Professional Financial Management, Inc. | 161.39K | Jun 30, 26 | +14.08K | 0.25% |
| MAI Capital Management | 156.48K | Jun 30, 26 | +19.47K | 0.24% |
| LMCG INVESTMENTS, LLC | 149.27K | Jun 30, 26 | +2.31K | 0.23% |
| Ashton Thomas Private Wealth, LLC | 148.21K | Jun 30, 26 | +39.98K | 0.23% |
| CITADEL ADVISORS LLC | 146.11K | Jun 30, 26 | +88.97K | 0.23% |
| Advisory Services Network, LLC | 141.21K | Jun 30, 26 | -1.65K | 0.22% |
| Creative Planning | 140.35K | Jun 30, 26 | +7.65K | 0.22% |
| Mariner, LLC | 140.18K | Jun 30, 26 | +35.84K | 0.22% |
| FOSTER & MOTLEY INC | 132.00K | Jun 30, 26 | -5.55K | 0.21% |
| Trademark Financial Management, LLC | 113.39K | Jun 30, 26 | +87.02K | 0.18% |
| Kathmere Capital Management, LLC | 108.67K | Jun 30, 26 | -1.70K | 0.17% |
| Brinker Capital Investments, LLC | 108.25K | Jun 30, 26 | -10.65K | 0.17% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 106.55K | Jun 30, 26 | +164 | 0.17% |
| SigFig Wealth Management, LLC | 106.36K | Jun 30, 26 | -6.52K | 0.17% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 92.82K | Jun 30, 26 | +12.71K | 0.14% |
| Integrated Wealth Concepts LLC | 90.06K | Jun 30, 26 | -45 | 0.14% |
| JONES FINANCIAL COMPANIES LLLP | 89.44K | Jun 30, 26 | +13.47K | 0.14% |
| Sepio Capital, LP | 87.31K | Jun 30, 26 | +28 | 0.14% |
| KWB Wealth | 85.70K | Jun 30, 26 | -2.26K | 0.13% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 85.41K | Jun 30, 26 | +12.11K | 0.13% |
| DRIVE WEALTH MANAGEMENT, LLC | 81.58K | Jun 30, 26 | -1.08K | 0.13% |
| NewEdge Advisors, LLC | 77.14K | Jun 30, 26 | +22.75K | 0.12% |
| Waverly Advisors, LLC | 76.17K | Jun 30, 26 | -38 | 0.12% |
| MASSMUTUAL TRUST CO FSB/ADV | 72.61K | Jun 30, 26 | -1.19K | 0.11% |
| Connecticut Capital Management Group, LLC | 72.58K | Jun 30, 26 | +5.41K | 0.11% |
| Charles Schwab Trust Co | 72.38K | Jun 30, 26 | -1.26K | 0.11% |
| Rollins Financial Advisors, LLC | 66.25K | Jun 30, 26 | +34.60K | 0.10% |
| TrueMark Investments, LLC | 62.71K | Jun 30, 26 | +4.14K | 0.10% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 62.71K | Jun 30, 26 | +4.14K | 0.10% |
| MERCER GLOBAL ADVISORS INC /ADV | 61.68K | Jun 30, 26 | +6.51K | 0.10% |
| Sightline Wealth Advisors, LLC | 61.58K | Jun 30, 26 | +7.02K | 0.10% |
| AlphaCore Capital LLC | 57.16K | Jun 30, 26 | +43.86K | 0.09% |
| Sequoia Financial Advisors, LLC | 50.69K | Jun 30, 26 | -348 | 0.08% |
| Integrated Advisors Network LLC | 49.40K | Jun 30, 26 | +1.58K | 0.08% |
| Wealthfront Advisers LLC | 49.25K | Jun 30, 26 | -3.83K | 0.08% |
| Cambridge Investment Research Advisors, Inc. | 48.40K | Jun 30, 26 | +19.63K | 0.08% |
| Layline Advisors, LLC | 46.56K | Jun 30, 26 | +6.53K | 0.07% |
| TopTier Wealth Management, LLC | 45.15K | Jun 30, 26 | +3.74K | 0.07% |
| Cerity Partners LLC | 42.68K | Jun 30, 26 | +4.45K | 0.07% |
| Stratos Wealth Partners, LTD. | 42.30K | Jun 30, 26 | +3.77K | 0.07% |
| Goldstein Advisors, LLC | 40.64K | Jun 30, 26 | -124 | 0.06% |
| JPMORGAN CHASE & CO | 39.55K | Jun 30, 26 | -1.08K | 0.06% |
| Apollon Wealth Management, LLC | 35.69K | Jun 30, 26 | +1.46K | 0.06% |
| Accel Wealth Management | 32.81K | Jun 30, 26 | -3.15K | 0.05% |
| Rathbones Group PLC | 32.18K | Jun 30, 26 | -- | 0.05% |
| Net Worth Advisory Group | 31.00K | Jun 30, 26 | +786 | 0.05% |
| Private Advisor Group, LLC | 30.86K | Jun 30, 26 | -12.47K | 0.05% |
| Kinetic Wealth Investment Advisors LLC | 30.25K | Jun 30, 26 | +30.25K | 0.05% |
| AQR CAPITAL MANAGEMENT LLC | 29.58K | Jun 30, 26 | +17.76K | 0.05% |
| Rockefeller Capital Management L.P. | 29.52K | Jun 30, 26 | +23 | 0.05% |
| Crusonia Wealth Advisors LLC | 28.86K | Jun 30, 26 | +95 | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 28.02K | Jun 30, 26 | -1.00K | 0.04% |
| BIP Wealth, LLC | 27.59K | Jun 30, 26 | +27.59K | 0.04% |
| Quantinno Capital Management LP | 27.44K | Jun 30, 26 | -3.52K | 0.04% |
| DAVENPORT & Co LLC | 26.51K | Jun 30, 26 | -- | 0.04% |
| Breakwater Capital Group | 26.31K | Jun 30, 26 | +4.24K | 0.04% |
| Maridea Wealth Management LLC | 26.02K | Jun 30, 26 | +1.59K | 0.04% |
| Key FInancial Inc | 25.71K | Jun 30, 26 | +18.47K | 0.04% |
| CI Private Wealth, LLC | 24.91K | Jun 30, 26 | -21.68K | 0.04% |
| IFG Advisory, LLC | 23.90K | Jun 30, 26 | +23.90K | 0.04% |
| SAR WEALTH MANAGEMENT GROUP, LLC | 23.74K | Jun 30, 26 | -571 | 0.04% |
| VestGen Advisors, LLC | 23.53K | Jun 30, 26 | +514 | 0.04% |
| Colony Group, LLC | 23.52K | Jun 30, 26 | +369 | 0.04% |
| Parallel Advisors, LLC | 22.93K | Jun 30, 26 | +22.43K | 0.04% |
| PACIFIC FINANCIAL GROUP INC | 22.90K | Jun 30, 26 | +8.63K | 0.04% |
| IEQ CAPITAL, LLC | 22.10K | Jun 30, 26 | +2 | 0.03% |
| BlackRock, Inc. | 21.64K | Jun 30, 26 | +2.46K | 0.03% |
| MML INVESTORS SERVICES, LLC | 21.51K | Jun 30, 26 | +7.43K | 0.03% |
| IFP Advisors, Inc | 21.34K | Jun 30, 26 | +2.20K | 0.03% |
| FLAGSTAR ADVISORS INC. | 21.16K | Jun 30, 26 | +2.17K | 0.03% |
| Prairiewood Capital, LLC | 20.70K | Jun 30, 26 | -- | 0.03% |
| Westmount Partners, LLC | 20.11K | Jun 30, 26 | -- | 0.03% |
| Redwood Financial Network Corp | 20.03K | Jun 30, 26 | +2.40K | 0.03% |
| FIDUCIARY TRUST CO | 19.49K | Jun 30, 26 | -- | 0.03% |
| Steward Partners Investment Advisory, LLC | 18.62K | Jun 30, 26 | -15.22K | 0.03% |
| GREAT VALLEY ADVISOR GROUP, INC. | 18.21K | Jun 30, 26 | +6.25K | 0.03% |
| Revolve Wealth Partners, LLC | 17.47K | Jun 30, 26 | -746 | 0.03% |
| Onyx Bridge Wealth Group LLC | 16.79K | Jun 30, 26 | -- | 0.03% |
| Lido Advisors, LLC | 15.82K | Jun 30, 26 | +1.36K | 0.02% |
| JFS WEALTH ADVISORS, LLC | 14.15K | Jun 30, 26 | +798 | 0.02% |
| GeoWealth Management, LLC | 13.96K | Jun 30, 26 | +5.91K | 0.02% |
| Apeiron RIA LLC | 13.14K | Jun 30, 26 | -15.78K | 0.02% |
| Austin Wealth Management, LLC | 12.85K | Jun 30, 26 | -- | 0.02% |
| Summit Financial, LLC | 12.77K | Jun 30, 26 | +12.77K | 0.02% |
| TCG Advisory Services, LLC | 12.57K | Jun 30, 26 | -20 | 0.02% |
| American Trust | 12.31K | Jun 30, 26 | -28 | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.06K | Jun 30, 26 | +12.06K | 0.02% |
| Sanctuary Advisors, LLC | 11.98K | Jun 30, 26 | -56.20K | 0.02% |
| Qube Research & Technologies Ltd | 11.78K | Jun 30, 26 | +11.53K | 0.02% |
| Nuveen, LLC | 11.40K | Jun 30, 26 | +11.40K | 0.02% |
| Freedom Day Solutions, LLC | 11.35K | Jun 30, 26 | +11.35K | 0.02% |
| Freestone Capital Holdings, LLC | 11.35K | Jun 30, 26 | +319 | 0.02% |
| Vise Technologies, Inc. | 11.16K | Jun 30, 26 | +11.16K | 0.02% |
| Navigate Wealth Management, LLC | 10.97K | Jun 30, 26 | -107 | 0.02% |
| Paragon Capital Management Ltd | 10.90K | Jun 30, 26 | +21 | 0.02% |
| CIBC WORLD MARKET INC. | 10.85K | Jun 30, 26 | -27.42K | 0.02% |
| Asset Dedication, LLC | 10.60K | Jun 30, 26 | +42 | 0.02% |
| TITLEIST ASSET MANAGEMENT, LLC | 9.64K | Jun 30, 26 | +9.64K | 0.01% |
| Capital Investment Advisors, LLC | 9.63K | Jun 30, 26 | -619 | 0.01% |
| CIBC Bancorp USA Inc. | 9.51K | Jun 30, 26 | -24 | 0.01% |
| BRIGHTON JONES LLC | 9.30K | Jun 30, 26 | -240 | 0.01% |
| Beacon Pointe Advisors, LLC | 9.20K | Jun 30, 26 | +1.54K | 0.01% |
| CoreCap Advisors, LLC | 9.08K | Jun 30, 26 | +133 | 0.01% |
| TWO SIGMA SECURITIES, LLC | 9.03K | Jun 30, 26 | +9.03K | 0.01% |
| MISSION WEALTH MANAGEMENT, LP | 8.71K | Jun 30, 26 | +8.71K | 0.01% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8.15K | Jun 30, 26 | -2 | 0.01% |
| KCM INVESTMENT ADVISORS LLC | 8.00K | Jun 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 7.80K | Jun 30, 26 | +3.00K | 0.01% |
| Modern Wealth Management, LLC | 7.72K | Jun 30, 26 | -208 | 0.01% |
| PENOBSCOT WEALTH MANAGEMENT | 7.53K | Jun 30, 26 | +7.53K | 0.01% |
| Savant Capital, LLC | 7.46K | Jun 30, 26 | +7.46K | 0.01% |
| STIFEL FINANCIAL CORP | 7.33K | Jun 30, 26 | +7.33K | 0.01% |
| Capital Investment Advisory Services, LLC | 7.27K | Jun 30, 26 | +667 | 0.01% |
| Larson Financial Group LLC | 7.00K | Jun 30, 26 | -394 | 0.01% |
| EP Wealth Advisors, LLC | 6.80K | Jun 30, 26 | +6.80K | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6.67K | Jun 30, 26 | -6.79K | 0.01% |
| Federation des caisses Desjardins du Quebec | 6.66K | Jun 30, 26 | -232 | 0.01% |
| Capital Analysts, LLC | 6.58K | Jun 30, 26 | +49 | 0.01% |
| BANK OF MONTREAL /CAN/ | 5.83K | Jun 30, 26 | -- | 0.01% |
| BLAIR WILLIAM & CO/IL | 3.22K | Jun 30, 26 | -242 | 0.01% |
| Golden State Wealth Management, LLC | 3.04K | Jun 30, 26 | -791 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.94K | Jun 30, 26 | +2.35K | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 2.89K | Jun 30, 26 | -- | 0.00% |
| WealthCollab, LLC | 2.71K | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 2.68K | Jun 30, 26 | -- | 0.00% |
| Johnson Financial Group, Inc. | 2.63K | Jun 30, 26 | -- | 0.00% |
| FIRST HORIZON CORP | 2.51K | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 2.49K | Jun 30, 26 | +195 | 0.00% |
| Crewe Advisors LLC | 2.26K | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 2.14K | Jun 30, 26 | +32 | 0.00% |
| Farther Finance Advisors, LLC | 2.01K | Jun 30, 26 | +158 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.84K | Jun 30, 26 | -97 | 0.00% |
| C M BIDWELL & ASSOCIATES LTD | 1.82K | Jun 30, 26 | +1 | 0.00% |
| Oakmont Advisory Group, LLC | 1.51K | Jun 30, 26 | +1.51K | 0.00% |
| PRIVATE TRUST CO NA | 1.50K | Jun 30, 26 | -188 | 0.00% |
| Versant Capital Management, Inc | 1.36K | Jun 30, 26 | +17 | 0.00% |
| Ancora Advisors, LLC | 1.28K | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 1.22K | Jun 30, 26 | +368 | 0.00% |
| Vanguard National Trust Co | 1.19K | Jun 30, 26 | -- | 0.00% |
| Brooklyn FI, LLC | 1.19K | Jun 30, 26 | +1.19K | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 1.05K | Jun 30, 26 | -- | 0.00% |
| CBIZ Investment Advisory Services, LLC | 1.00K | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 940 | Jun 30, 26 | -496 | 0.00% |
| Institute for Wealth Management, LLC. | 835 | Jun 30, 26 | +835 | 0.00% |
| Dunhill Financial, LLC | 804 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 739 | Jun 30, 26 | +669 | 0.00% |
| Valued Wealth Advisors LLC | 723 | Jun 30, 26 | -- | 0.00% |
| Highland Investment Advisors LLC | 651 | Jun 30, 26 | +651 | 0.00% |
| Aptus Capital Advisors, LLC | 614 | Jun 30, 26 | +396 | 0.00% |
| SouthState Corp | 609 | Jun 30, 26 | -- | 0.00% |
| Founders Capital Management | 569 | Jun 30, 26 | +569 | 0.00% |
| GODSEY & GIBB, INC | 541 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 540 | Jun 30, 26 | -- | 0.00% |
| MCF Advisors LLC | 536 | Jun 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | 413 | Jun 30, 26 | +413 | 0.00% |
| ASSETMARK, INC | 406 | Jun 30, 26 | +209 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 400 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 380 | Jun 30, 26 | +380 | 0.00% |
| Clean Yield Group | 377 | Jun 30, 26 | -- | 0.00% |
| Abound Wealth Management | 374 | Jun 30, 26 | +288 | 0.00% |
| Downshift Financial, LLC | 361 | Jun 30, 26 | +361 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 333 | Jun 30, 26 | +333 | 0.00% |
| Ronald Blue Trust, Inc. | 333 | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 312 | Jun 30, 26 | -- | 0.00% |
| Anchor Bay Capital, Inc. | 287 | Jun 30, 26 | +287 | 0.00% |
| Bell Investment Advisors, Inc | 262 | Jun 30, 26 | -30 | 0.00% |
| MATHER GROUP, LLC. | 262 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 247 | Jun 30, 26 | +247 | 0.00% |
| CHILTON CAPITAL MANAGEMENT LLC | 180 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 177 | Jun 30, 26 | +177 | 0.00% |
| Paladin Advisory Group, LLC | 175 | Jun 30, 26 | -- | 0.00% |
| Community Bank, N.A. | 170 | Jun 30, 26 | -- | 0.00% |
| PIN OAK INVESTMENT ADVISORS INC | 144 | Jun 30, 26 | -- | 0.00% |
| JPL Wealth Management, LLC | 134 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 102 | Jun 30, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 94 | Jun 30, 26 | -1 | 0.00% |
| GAMMA Investing LLC | 80 | Jun 30, 26 | -- | 0.00% |
| Navigoe, LLC | 80 | Jun 30, 26 | -- | 0.00% |
| Avion Wealth | 70 | Jun 30, 26 | -- | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 51 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 50 | Jun 30, 26 | -- | 0.00% |
| Napier Financial, LLC | 37 | Jun 30, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 29 | Jun 30, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 5 | Jun 30, 26 | +5 | 0.00% |
| Smartleaf Asset Management LLC | 5 | Jun 30, 26 | -- | 0.00% |
| Signature Resources Capital Management, LLC | 4 | Jun 30, 26 | -1 | 0.00% |
| TORONTO DOMINION BANK | 4 | Jun 30, 26 | -- | 0.00% |
| PFS Partners, LLC | 3 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 3 | Jun 30, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 2 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 2 | Jun 30, 26 | -- | 0.00% |
| Quaker Wealth Management, LLC | 2 | Jun 30, 26 | -- | 0.00% |
| HM PAYSON & CO | 2 | Jun 30, 26 | -- | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 1 | Jun 30, 26 | -- | 0.00% |
| Cassaday & Co Wealth Management LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| Salomon & Ludwin, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| HOEY INVESTMENTS, INC | 1 | Jun 30, 26 | -4 | 0.00% |
| Mosley Wealth Management | 1 | Jun 30, 26 | +1 | 0.00% |
| Financial Management Professionals, Inc. | -- | Jun 30, 26 | -87.53K | -- |
| Synergy Investment Management, LLC | -- | Jun 30, 26 | -2 | -- |
| Kestra Advisory Services, LLC | -- | Jun 30, 26 | -18.94K | -- |
| Creative Capital Management Investments LLC | -- | Jun 30, 26 | -1 | -- |
| Tidemark, LLC | -- | Jun 30, 26 | -44 | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -57 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -4.72K | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -12.02K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -1.20K | -- |
| FIRETHORN WEALTH PARTNERS, LLC | -- | Jun 30, 26 | -21.31K | -- |
| EVOLVE PRIVATE WEALTH, LLC | -- | Jun 30, 26 | -17.20K | -- |
| TD Waterhouse Canada Inc. | -- | Jun 30, 26 | -169 | -- |
| Belvedere Trading LLC | -- | Jun 30, 26 | -7.49K | -- |
| Trailhead Planners LLC | -- | Jun 30, 26 | -12.28K | -- |
| Merit Financial Group, LLC | -- | Jun 30, 26 | -10.85K | -- |
| Mount Yale Investment Advisors, LLC | -- | Jun 30, 26 | -12.90K | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -368 | -- |
| Itau Unibanco Holding S.A. | -- | Jun 30, 26 | -3.05M | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -76.28K | -- |
| Kozak & Associates, Inc. | -- | Jun 30, 26 | -2 | -- |
| Burk Holdings LLC | -- | Jun 30, 26 | -4 | -- |
| RETIREMITTEN FINANCIAL LLC | -- | Jun 30, 26 | -456 | -- |
| Vestmark Advisory Solutions, Inc. | -- | Jun 30, 26 | -12.90K | -- |
| Red Tortoise LLC | 27.15K | Mar 31, 26 | -976 | 0.04% |
| CWM, LLC | 8.46K | Mar 31, 26 | +2.10K | 0.01% |
| Financial Connections Group, Inc. | 548 | Mar 31, 26 | -- | 0.00% |
| ORG Partners LLC | 76.14K | Dec 31, 25 | +3.11K | 0.12% |
| CIBC Private Wealth Group, LLC | 9.70K | Dec 31, 25 | +417 | 0.02% |
| COMERICA BANK | 3.84K | Dec 31, 25 | -- | 0.01% |
| Running Point Capital Advisors, LLC | 21 | Dec 31, 25 | -- | 0.00% |
| MGB Wealth Management, LLC | -- | Dec 31, 25 | -3 | -- |
| Lowe Wealth Advisors, LLC | 54.56K | Sep 30, 25 | +1.33K | 0.08% |
| Vishria Bird Financial Group, LLC | 8.13K | Sep 30, 25 | +8.13K | 0.01% |
| Kathleen S. Wright Associates Inc. | 505 | Sep 30, 25 | -- | 0.00% |
| Accredited Wealth Management, LLC | 300 | Sep 30, 25 | +99 | 0.00% |
| FSA Wealth Management LLC | 124 | Sep 30, 25 | -- | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 80.75K | Jun 30, 25 | -2.91K | 0.13% |
| Efficient Frontier Advisors LLC | 11.49K | Jun 30, 25 | +77 | 0.02% |
| First Horizon Advisors, Inc. | 2.51K | Jun 30, 25 | -12 | 0.00% |
| Belmont Capital, LLC | 107 | Jun 30, 25 | -- | 0.00% |
| Orion Portfolio Solutions, LLC | 217.28K | Mar 31, 25 | -27.04K | 0.34% |
| Callan Capital, LLC | 11.99K | Mar 31, 25 | -- | 0.02% |
| Sandy Spring Bank | 312 | Mar 31, 25 | -- | 0.00% |
| Wade Financial Advisory, Inc | -- | Mar 31, 25 | -11.03K | -- |
| RAYMOND JAMES & ASSOCIATES | 128.33K | Sep 30, 24 | -2.61K | 0.20% |
| Raymond James Financial Services Advisors, Inc. | 78.30K | Sep 30, 24 | +28.83K | 0.12% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | -- | Jun 30, 24 | -755 | -- |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -216 | -- |
| Charles Schwab Investment Advisory, Inc. | 25.94M | Mar 31, 24 | -732.76K | 40.35% |
| Retirement Group, LLC | 2 | Mar 31, 24 | -- | 0.00% |
| WEALTHSOURCE PARTNERS, LLC | 27.77K | Dec 31, 23 | -4.01K | 0.04% |
| Bartlett & Co. LLC | 824 | Dec 31, 23 | +579 | 0.00% |
| ROTHSCHILD INVESTMENT CORP /IL | 332.24K | Sep 30, 23 | -19.73K | 0.52% |
| PFS INVESTMENTS INC. | 1.24M | Jun 30, 23 | +2.46K | 1.92% |
| Kistler-Tiffany Companies, LLC | 20.27K | Jun 30, 23 | -3.56K | 0.03% |
| TimeScale Financial, Inc. | 175 | Jun 30, 23 | -- | 0.00% |
| PIERSHALE FINANCIAL GROUP, INC. | -- | Jun 30, 23 | -31 | -- |
| Catalyst Wealth Management, LLC | 20.84K | Mar 31, 23 | -2.46K | 0.03% |
| Foresight Wealth Management, LLC | 35.62K | Dec 31, 22 | -249.43K | 0.06% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 2.11K | Dec 31, 22 | -- | 0.00% |
| Sargent Bickham Lagudis LLC | 510 | Dec 31, 22 | +3 | 0.00% |
| Kore Private Wealth LLC | 262.64K | Sep 30, 22 | +8.22K | 0.41% |
| 55I, LLC | 26.02K | Sep 30, 22 | +26.02K | 0.04% |
| WIPFLI FINANCIAL ADVISORS LLC, | 2.98K | Sep 30, 22 | +2.98K | 0.00% |
| American Portfolios Advisors | 1.20K | Sep 30, 22 | +1.20K | 0.00% |
| Covington Capital Management | 874 | Sep 30, 22 | -- | 0.00% |
| MUFG Americas Holdings Corp | 1 | Sep 30, 22 | +1 | 0.00% |
| Frontier Wealth Management LLC | 119.36K | Jun 30, 22 | +119.36K | 0.19% |
| RITTER DANIHER FINANCIAL ADVISORY LLC | -- | Mar 31, 22 | -1 | -- |
| Carroll Financial Associates, Inc. | 231.27K | Dec 31, 21 | +45.58K | 0.36% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -363 | -- |
| Alexandria Capital, LLC | 464.71K | Sep 30, 21 | +11.35K | 0.72% |
| DERBY & COMPANY, INC | 311.51K | Sep 30, 21 | +13.70K | 0.48% |
| OLD MISSION CAPITAL, LLC | 18.13K | Dec 31, 20 | +18.13K | 0.03% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 316.94K | Dec 31, 19 | +269.74K | 0.49% |
| Advisor Group, Inc. | 127.21K | Dec 31, 19 | -5.24K | 0.20% |
| MRA Associates USA LLC | 18.06K | Sep 30, 19 | +3.00K | 0.03% |
| BB&T SECURITIES, LLC | -- | Sep 30, 19 | -12.49K | -- |
| HL FINANCIAL SERVICES LLC | 10.79K | Mar 31, 19 | -750 | 0.02% |
| Daiwa SB Investments Ltd. | 6.21K | Mar 31, 19 | +250 | 0.01% |