| UBS Group AG | 39.03K | Sep 30, 26 | +2.67K | 3.00% |
| LPL Financial LLC | 32.38K | Sep 30, 26 | +5.12K | 2.49% |
| Cambridge Investment Research Advisors, Inc. | 14.57K | Sep 30, 26 | +2.81K | 1.12% |
| Private Advisory Group LLC | 12.85K | Sep 30, 26 | +12.85K | 0.99% |
| SPINNAKER TRUST | 5.75K | Sep 30, 26 | -- | 0.44% |
| COMMONWEALTH EQUITY SERVICES, LLC | 5.09K | Sep 30, 26 | -114 | 0.39% |
| HARBOUR INVESTMENTS, INC. | 2.16K | Sep 30, 26 | -167 | 0.17% |
| HHM Wealth Advisors, LLC | 785 | Sep 30, 26 | -- | 0.06% |
| Parallel Advisors, LLC | 456 | Sep 30, 26 | +456 | 0.04% |
| UMB Bank, n.a. | 400 | Sep 30, 26 | -- | 0.03% |
| Independence Bank of Kentucky | 250 | Sep 30, 26 | -250 | 0.02% |
| BLAIR WILLIAM & CO/IL | 150 | Sep 30, 26 | -- | 0.01% |
| LANARK FINANCIAL, INC. | 46 | Sep 30, 26 | +1 | 0.00% |
| Russell Investments Group, Ltd. | 1 | Sep 30, 26 | -- | 0.00% |
| StoneX Group Inc. | -- | Sep 30, 26 | -3.94K | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 26 | -210 | -- |
| Nicholson Wealth Management Group, LLC | -- | Sep 30, 26 | -3.04K | -- |
| MORGAN STANLEY | 134.71K | Jun 30, 26 | +75.66K | 10.36% |
| BANK OF AMERICA CORP /DE/ | 84.28K | Jun 30, 26 | -9.87K | 6.48% |
| WELLS FARGO & COMPANY/MN | 79.04K | Jun 30, 26 | -1.68K | 6.08% |
| ROYAL BANK OF CANADA | 68.68K | Jun 30, 26 | +1.76K | 5.28% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 60.50K | Jun 30, 26 | +27.28K | 4.65% |
| Lumbard & Kellner, LLC | 57.81K | Jun 30, 26 | +198 | 4.45% |
| GOLDMAN SACHS GROUP INC | 39.92K | Jun 30, 26 | -- | 3.07% |
| UBS Group AG | 36.36K | Jun 30, 26 | -5.53K | 2.80% |
| Sanctuary Advisors, LLC | 15.85K | Jun 30, 26 | +15.85K | 1.22% |
| RAYMOND JAMES FINANCIAL INC | 12.06K | Jun 30, 26 | +875 | 0.93% |
| TWO SIGMA INVESTMENTS, LP | 11.24K | Jun 30, 26 | -3.26K | 0.86% |
| CITADEL ADVISORS LLC | 10.01K | Jun 30, 26 | -12.76K | 0.77% |
| Cutler Capital Management, LLC | 9.87K | Jun 30, 26 | -339 | 0.76% |
| Cetera Investment Advisers | 9.80K | Jun 30, 26 | -386 | 0.75% |
| Summit Financial, LLC | 7.52K | Jun 30, 26 | -1.41K | 0.58% |
| Greenwich Wealth Management LLC | 6.99K | Jun 30, 26 | -- | 0.54% |
| SPINNAKER TRUST | 5.75K | Jun 30, 26 | -- | 0.44% |
| ENVESTNET ASSET MANAGEMENT INC | 4.50K | Jun 30, 26 | +4.50K | 0.35% |
| OSAIC HOLDINGS, INC. | 4.02K | Jun 30, 26 | -416 | 0.31% |
| CreativeOne Wealth, LLC | 3.50K | Jun 30, 26 | +3.50K | 0.27% |
| Dunhill Financial, LLC | 1.71K | Jun 30, 26 | -- | 0.13% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1.32K | Jun 30, 26 | -- | 0.10% |
| FIDUCIARY FINANCIAL ADVISORS | 735 | Jun 30, 26 | +735 | 0.06% |
| Integrated Wealth Concepts LLC | 512 | Jun 30, 26 | +512 | 0.04% |
| Rockefeller Capital Management L.P. | 445 | Jun 30, 26 | -- | 0.03% |
| NewEdge Advisors, LLC | 55 | Jun 30, 26 | -- | 0.00% |
| BFC Planning, Inc. | 1 | Jun 30, 26 | -- | 0.00% |
| MAI Capital Management | -- | Jun 30, 26 | -300 | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -4 | -- |
| GAMCO INVESTORS, INC. ET AL | -- | Jun 30, 26 | -15.85K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -4.68K | -- |
| Steward Partners Investment Advisory, LLC | -- | Jun 30, 26 | -380 | -- |
| Virtu Financial LLC | -- | Jun 30, 26 | -20.70K | -- |
| Waverly Advisors, LLC | -- | Jun 30, 26 | -3.50K | -- |
| SIGNET FINANCIAL MANAGEMENT, LLC | 8.93K | Mar 31, 26 | -4 | 0.69% |
| COMERICA BANK | 117 | Dec 31, 25 | +117 | 0.01% |
| Keeley-Teton Advisors, LLC | 24.20K | Mar 31, 25 | -4.32K | 1.86% |
| AlphaMark Advisors, LLC | 300 | Dec 31, 24 | -- | 0.02% |
| Raymond James Financial Services Advisors, Inc. | 8.55K | Sep 30, 24 | +3.02K | 0.66% |
| 9258 Wealth Management, LLC | 3.95K | Sep 30, 24 | +3.95K | 0.30% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -691 | -- |
| Pinnacle Private Wealth, LLC | 4.58K | Jun 30, 22 | +3 | 0.35% |
| Winslow, Evans & Crocker, Inc. | 395 | Dec 31, 20 | -- | 0.03% |
| Advisor Group, Inc. | 29.56K | Dec 31, 19 | -4.43K | 2.27% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 16.08K | Dec 31, 19 | +953 | 1.24% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 676 | Mar 31, 19 | -158 | 0.05% |
| BB&T INVESTMENT SERVICES, INC. | 234 | Dec 31, 17 | +234 | 0.02% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -23.25K | -- |
| IFC Holdings Incorporated/FL | -- | Dec 31, 17 | -22.10K | -- |
| GIRARD SECURITIES, INC. | 8.46K | Sep 30, 17 | +1.12K | 0.65% |
| Commonwealth Equity Services, Inc | 20.27K | Jun 30, 17 | +2.32K | 1.56% |
| Virtu KCG Holdings LLC | 7.41K | Jun 30, 17 | -6.59K | 0.57% |
| WFG Advisors, LP | 478 | Jun 30, 17 | -81 | 0.04% |
| LBA Wealth Management, LLC | 406 | Mar 31, 17 | -- | 0.03% |
| MSI Financial Services Inc | 18.49K | Dec 31, 16 | +14.02K | 1.42% |
| SOCIETE GENERALE | 7.27K | Jun 30, 16 | +7.27K | 0.56% |
| MANAGED ACCOUNT ADVISORS LLC | -- | Jun 30, 15 | -6.64K | -- |
| UBS AG | 246.56K | Sep 30, 14 | +33.34K | 18.97% |
