Compare equities side by side
Stocks breaking to new annual highs
S&P 500 oversold value screener
Relative strength momentum leaders
Upcoming earnings dates & reports
Filter and sort all 500 stocks
Continuous multi-factor scoring & catalyst forensics
Today's biggest gainers and losers
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Marotta Asset Management | 93.21K | Sep 30, 26 | +8.25K | 1.16% |
| Versant Capital Management, Inc | 14.98K | Sep 30, 26 | +3.11K | 0.19% |
| ROCKLAND TRUST CO | 3.75K | Sep 30, 26 | +16 | 0.05% |
| GILPIN WEALTH MANAGEMENT, LLC | 3.60K | Sep 30, 26 | -12 | 0.04% |
| TITLEIST ASSET MANAGEMENT, LLC | 1.57K | Sep 30, 26 | -72 | 0.02% |
| Wedmont Private Capital | 1.21K | Sep 30, 26 | -- | 0.02% |
| Bank of New Hampshire | 155 | Sep 30, 26 | -- | 0.00% |
| Colony Group, LLC | 2.08M | Jun 30, 26 | +27.26K | 25.86% |
| SFMG, LLC | 560.71K | Jun 30, 26 | +19.12K | 6.96% |
| Tolleson Wealth Management, Inc. | 511.93K | Jun 30, 26 | -25.95K | 6.35% |
| LPL Financial LLC | 373.85K | Jun 30, 26 | +21.05K | 4.64% |
| Perennial Investment Advisors, LLC | 300.97K | Jun 30, 26 | -16.79K | 3.73% |
| ENVESTNET ASSET MANAGEMENT INC | 206.81K | Jun 30, 26 | -6.55K | 2.57% |
| BANK OF AMERICA CORP /DE/ | 205.40K | Jun 30, 26 | -15.10K | 2.55% |
| Howard Capital Management Inc. | 201.78K | Jun 30, 26 | +201.78K | 2.50% |
| BIP Wealth, LLC | 172.79K | Jun 30, 26 | +66.66K | 2.14% |
| Sage Mountain Advisors LLC | 166.20K | Jun 30, 26 | -1.83K | 2.06% |
| AMERIPRISE FINANCIAL INC | 161.12K | Jun 30, 26 | -42.83K | 2.00% |
| MORGAN STANLEY | 122.93K | Jun 30, 26 | -2.14K | 1.53% |
| McKinney Capital Management, LLC | 103.58K | Jun 30, 26 | +103.58K | 1.29% |
| Paul R. Ried Financial Group, LLC | 76.48K | Jun 30, 26 | +2.49K | 0.95% |
| Continuum Advisory, LLC | 75.09K | Jun 30, 26 | +1.59K | 0.93% |
| Great Point Wealth Advisors, LLC | 73.64K | Jun 30, 26 | -10.84K | 0.91% |
| American Money Management, LLC | 72.16K | Jun 30, 26 | +2.35K | 0.90% |
| ROYAL BANK OF CANADA | 66.55K | Jun 30, 26 | -776 | 0.83% |
| VAQUERO PRIVATE WEALTH, LTD | 62.88K | Jun 30, 26 | +62.88K | 0.78% |
| Goodman Advisory Group, LLC | 59.98K | Jun 30, 26 | +4.24K | 0.74% |
| Mount Yale Investment Advisors, LLC | 57.89K | Jun 30, 26 | +57.89K | 0.72% |
| ARQ WEALTH ADVISORS, LLC | 57.19K | Jun 30, 26 | +14.83K | 0.71% |
| Eagle Strategies LLC | 57.04K | Jun 30, 26 | -1.00K | 0.71% |
| Garrett Wealth Advisory Group, LLC | 53.37K | Jun 30, 26 | -3.47K | 0.66% |
| Hughes Financial Services, LLC | 42.98K | Jun 30, 26 | -575 | 0.53% |
| RAYMOND JAMES FINANCIAL INC | 39.76K | Jun 30, 26 | -3.51K | 0.49% |
| Cartesian Growth Corp | 39.75K | Jun 30, 26 | +35 | 0.49% |
| NewEdge Advisors, LLC | 38.01K | Jun 30, 26 | +659 | 0.47% |
| VISTA INVESTMENT MANAGEMENT | 37.27K | Jun 30, 26 | +3 | 0.46% |
| Quantinno Capital Management LP | 36.32K | Jun 30, 26 | +9.91K | 0.45% |
| Private Advisor Group, LLC | 34.84K | Jun 30, 26 | -233.41K | 0.43% |
| Cambridge Investment Research Advisors, Inc. | 31.16K | Jun 30, 26 | +904 | 0.39% |
| FIRST HAWAIIAN BANK | 26.82K | Jun 30, 26 | -3.81K | 0.33% |
| Cerity Partners LLC | 26.39K | Jun 30, 26 | -1.27K | 0.33% |
| Warner Group LLC | 25.64K | Jun 30, 26 | +12.73K | 0.32% |
| Midwest Financial Network, LLC | 25.44K | Jun 30, 26 | +3.75K | 0.32% |
| Integrity Wealth Solutions LLC | 24.43K | Jun 30, 26 | -439 | 0.30% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 24.41K | Jun 30, 26 | -4.84K | 0.30% |
| CreativeOne Wealth, LLC | 21.46K | Jun 30, 26 | -3.23K | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 21.09K | Jun 30, 26 | -304 | 0.26% |
| Essex Financial Services, Inc. | 19.85K | Jun 30, 26 | -43 | 0.25% |
| Kestra Advisory Services, LLC | 17.47K | Jun 30, 26 | +132 | 0.22% |
| Sharkey, Howes & Javer | 16.18K | Jun 30, 26 | -13.25K | 0.20% |
| FLAGSHIP HARBOR ADVISORS, LLC | 15.66K | Jun 30, 26 | +73 | 0.19% |
| Allred Capital Management, LLC | 14.01K | Jun 30, 26 | +3.01K | 0.17% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12.52K | Jun 30, 26 | -20.98K | 0.16% |
| LBMC INVESTMENT ADVISORS, LLC | 12.20K | Jun 30, 26 | +54 | 0.15% |
| Cetera Investment Advisers | 11.12K | Jun 30, 26 | +775 | 0.14% |
| Goldstein Advisors, LLC | 10.66K | Jun 30, 26 | -73 | 0.13% |
| Ethic Inc. | 10.07K | Jun 30, 26 | +629 | 0.12% |
| NWAM LLC | 9.17K | Jun 30, 26 | -1.11K | 0.11% |
| SENTINEL PENSION ADVISORS INC | 8.71K | Jun 30, 26 | +31 | 0.11% |
| Stratos Wealth Partners, LTD. | 8.55K | Jun 30, 26 | -486 | 0.11% |
| Selby Wealth Management, LLC | 8.55K | Jun 30, 26 | -- | 0.11% |
| HARBOR INVESTMENT ADVISORY, LLC | 8.44K | Jun 30, 26 | -5.05K | 0.10% |
| Riverpoint Wealth Management Holdings, LLC | 8.20K | Jun 30, 26 | +45 | 0.10% |
| MERCER GLOBAL ADVISORS INC /ADV | 8.12K | Jun 30, 26 | -119 | 0.10% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 7.99K | Jun 30, 26 | +9 | 0.10% |
| Cornerstone Wealth Management, LLC | 7.57K | Jun 30, 26 | +290 | 0.09% |
| GTS SECURITIES LLC | 7.16K | Jun 30, 26 | +7.16K | 0.09% |
| IFP Advisors, Inc | 6.77K | Jun 30, 26 | -369 | 0.08% |
| Strategic Financial Partners, Ltd. | 6.72K | Jun 30, 26 | -14.60K | 0.08% |
| Presper Financial Architects, LLC | 6.72K | Jun 30, 26 | -1.94K | 0.08% |
| NorthRock Partners, LLC | 6.60K | Jun 30, 26 | -176 | 0.08% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6.43K | Jun 30, 26 | -1.09K | 0.08% |
| McAdam, LLC | 6.29K | Jun 30, 26 | -4.54K | 0.08% |
| SHEETS SMITH WEALTH MANAGEMENT | 6.27K | Jun 30, 26 | -32 | 0.08% |
| Wilkins Miller Wealth Management, LLC | 5.89K | Jun 30, 26 | -400 | 0.07% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 5.75K | Jun 30, 26 | -576 | 0.07% |
| JPMORGAN CHASE & CO | 5.58K | Jun 30, 26 | +1.61K | 0.07% |
| Atomi Financial Group, Inc. | 5.41K | Jun 30, 26 | -43 | 0.07% |
| CI Private Wealth, LLC | 5.08K | Jun 30, 26 | +2.33K | 0.06% |
| Dynamic Advisor Solutions LLC | 4.99K | Jun 30, 26 | -- | 0.06% |
| Princeton Global Asset Management LLC | 4.97K | Jun 30, 26 | +5 | 0.06% |
| 1620 INVESTMENT ADVISORS, INC. | 4.85K | Jun 30, 26 | -442 | 0.06% |
| NAPLES GLOBAL ADVISORS, LLC | 4.83K | Jun 30, 26 | -- | 0.06% |
| Rockefeller Capital Management L.P. | 4.67K | Jun 30, 26 | +4.67K | 0.06% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 4.47K | Jun 30, 26 | -60 | 0.06% |
| Apollon Financial, LLC | 4.46K | Jun 30, 26 | +115 | 0.06% |
| Alpha Zero LLC | 4.39K | Jun 30, 26 | -- | 0.05% |
| VICUS CAPITAL | 4.24K | Jun 30, 26 | -124 | 0.05% |
| FMR LLC | 4.21K | Jun 30, 26 | +1.22K | 0.05% |
| VestGen Advisors, LLC | 4.08K | Jun 30, 26 | -80 | 0.05% |
| Spinnaker Investment Group, LLC | 4.07K | Jun 30, 26 | +4.07K | 0.05% |
| Abundance Wealth Counselors | 3.92K | Jun 30, 26 | +3.92K | 0.05% |
| Equitable Holdings, Inc. | 3.54K | Jun 30, 26 | +1.12K | 0.04% |
| PRIVATE TRUST CO NA | 3.50K | Jun 30, 26 | -- | 0.04% |
| CULLEN/FROST BANKERS, INC. | 3.48K | Jun 30, 26 | -- | 0.04% |
| Valtinson Bruner Financial Planning LLC | 3.46K | Jun 30, 26 | +11 | 0.04% |
| Opulen Financial Group LLC | 3.40K | Jun 30, 26 | +18 | 0.04% |
| Financial Guidance Group, Inc. | 3.35K | Jun 30, 26 | -- | 0.04% |
| Aptus Capital Advisors, LLC | 3.35K | Jun 30, 26 | -- | 0.04% |
| Avant Capital LLC | 3.33K | Jun 30, 26 | +9 | 0.04% |
| GeoWealth Management, LLC | 3.29K | Jun 30, 26 | -6 | 0.04% |
| SEVEN MILE ADVISORY | 3.26K | Jun 30, 26 | +3.26K | 0.04% |
| Sanctuary Advisors, LLC | 2.97K | Jun 30, 26 | +7 | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 2.90K | Jun 30, 26 | -320 | 0.04% |
| Independent Wealth Network Inc. | 2.83K | Jun 30, 26 | +387 | 0.04% |
| SK Wealth Management, LLC | 2.79K | Jun 30, 26 | -4 | 0.03% |
| January Capital Advisors LLC | 2.63K | Jun 30, 26 | -319 | 0.03% |
| True North Advisors, LLC | 2.59K | Jun 30, 26 | -- | 0.03% |
| Ameritas Advisory Services, LLC | 2.58K | Jun 30, 26 | -- | 0.03% |
| CFS Investment Advisory Services, LLC | 2.51K | Jun 30, 26 | -- | 0.03% |
| Royal Fund Management, LLC | 2.46K | Jun 30, 26 | -296 | 0.03% |
| Merit Financial Group, LLC | 2.42K | Jun 30, 26 | +3 | 0.03% |
| Prosperity Consulting Group, LLC | 2.35K | Jun 30, 26 | +2 | 0.03% |
| Balance Wealth, LLC | 2.29K | Jun 30, 26 | -300 | 0.03% |
| Lido Advisors, LLC | 2.16K | Jun 30, 26 | -386 | 0.03% |
| AE Wealth Management LLC | 2.15K | Jun 30, 26 | -- | 0.03% |
| Collaborative Wealth Managment Inc. | 2.15K | Jun 30, 26 | +30 | 0.03% |
| Fisher Asset Management, LLC | 2.13K | Jun 30, 26 | -- | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 2.13K | Jun 30, 26 | +57 | 0.03% |
| Mariner, LLC | 2.04K | Jun 30, 26 | +5 | 0.03% |
| Wealthcare Advisory Partners LLC | 1.98K | Jun 30, 26 | -- | 0.02% |
| PARK AVENUE SECURITIES LLC | 1.90K | Jun 30, 26 | +1.90K | 0.02% |
| Integrated Advisors Network LLC | 1.88K | Jun 30, 26 | -313 | 0.02% |
| New England Private Wealth Advisors LLC | 1.81K | Jun 30, 26 | -10 | 0.02% |
| Focus Financial Network, Inc. | 1.81K | Jun 30, 26 | +2 | 0.02% |
| RESOLUTE WEALTH ADVISOR, INC. | 1.80K | Jun 30, 26 | -- | 0.02% |
| CATALYST PRIVATE WEALTH, LLC | 1.80K | Jun 30, 26 | -- | 0.02% |
| Cresset Asset Management, LLC | 1.79K | Jun 30, 26 | -- | 0.02% |
| BAILARD, INC. | 1.77K | Jun 30, 26 | -- | 0.02% |
| Integrated Wealth Concepts LLC | 1.75K | Jun 30, 26 | +2 | 0.02% |
| Hobart Private Capital, LLC | 1.75K | Jun 30, 26 | -- | 0.02% |
| MML INVESTORS SERVICES, LLC | 1.64K | Jun 30, 26 | +1.64K | 0.02% |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 1.63K | Jun 30, 26 | +4 | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.63K | Jun 30, 26 | -3.19K | 0.02% |
| Carnegie Capital Asset Management, LLC | 1.60K | Jun 30, 26 | -- | 0.02% |
| ATLas Financial Planning LLC | 1.60K | Jun 30, 26 | -152 | 0.02% |
| Clear Harbor Asset Management, LLC | 1.58K | Jun 30, 26 | +2 | 0.02% |
| Values Added Financial LLC | 1.58K | Jun 30, 26 | -- | 0.02% |
| Worth Financial Advisory Group, LLC | 1.55K | Jun 30, 26 | +1.55K | 0.02% |
| PUREfi Wealth, LLC | 1.54K | Jun 30, 26 | -- | 0.02% |
| BAM Wealth Management, LLC | 1.52K | Jun 30, 26 | -25 | 0.02% |
| J.W. COLE ADVISORS, INC. | 1.47K | Jun 30, 26 | +10 | 0.02% |
| Hilltop Holdings Inc. | 1.47K | Jun 30, 26 | -- | 0.02% |
| Valmark Advisers, Inc. | 1.43K | Jun 30, 26 | -- | 0.02% |
| Montis Financial, LLC | 1.41K | Jun 30, 26 | -- | 0.02% |
| B. Riley Wealth Advisors, Inc. | 1.37K | Jun 30, 26 | -65 | 0.02% |
| IFG Advisory, LLC | 1.36K | Jun 30, 26 | +1.36K | 0.02% |
| Lynx Investment Advisory | 1.35K | Jun 30, 26 | -142 | 0.02% |
| EP Wealth Advisors, LLC | 1.34K | Jun 30, 26 | -- | 0.02% |
| Pinnacle Family Advisors, LLC | 1.32K | Jun 30, 26 | +29 | 0.02% |
| John W. Brooker & Co., CPAs | 1.31K | Jun 30, 26 | +7 | 0.02% |
| HighTower Advisors, LLC | 1.30K | Jun 30, 26 | -- | 0.02% |
| SRS Capital Advisors, Inc. | 1.30K | Jun 30, 26 | -- | 0.02% |
| Sequoia Financial Advisors, LLC | 1.27K | Jun 30, 26 | -- | 0.02% |
| Maia Wealth LLC | 1.19K | Jun 30, 26 | +6 | 0.01% |
| TFC Financial Management, Inc. | 1.19K | Jun 30, 26 | -- | 0.01% |
| Clark Asset Management, LLC | 1.18K | Jun 30, 26 | -- | 0.01% |
| BLAIR WILLIAM & CO/IL | 1.16K | Jun 30, 26 | -- | 0.01% |
| Geneos Wealth Management Inc. | 1.13K | Jun 30, 26 | -- | 0.01% |
| TRUIST FINANCIAL CORP | 1.12K | Jun 30, 26 | +1.12K | 0.01% |
| MBE Wealth Management, LLC | 1.10K | Jun 30, 26 | +1.10K | 0.01% |
| Gladstone Institutional Advisory LLC | 1.09K | Jun 30, 26 | +1.09K | 0.01% |
| UBS Group AG | 952 | Jun 30, 26 | -- | 0.01% |
| Global Retirement Partners, LLC | 881 | Jun 30, 26 | +881 | 0.01% |
| Allworth Financial LP | 800 | Jun 30, 26 | -- | 0.01% |
| BlackRock, Inc. | 643 | Jun 30, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 494 | Jun 30, 26 | +244 | 0.01% |
| Beaird Harris Wealth Management, LLC | 418 | Jun 30, 26 | -- | 0.01% |
| Westend Capital Management, LLC | 409 | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 360 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 318 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 262 | Jun 30, 26 | -161 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 222 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 218 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 204 | Jun 30, 26 | +56 | 0.00% |
| Accordant Advisory Group Inc | 204 | Jun 30, 26 | -- | 0.00% |
| MATHER GROUP, LLC. | 180 | Jun 30, 26 | +1 | 0.00% |
| Golden State Wealth Management, LLC | 154 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 139 | Jun 30, 26 | +1 | 0.00% |
| AdvisorNet Financial, Inc | 125 | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 116 | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 98 | Jun 30, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 68 | Jun 30, 26 | -3.57K | 0.00% |
| Tower View Investment Management & Research LLC | 61 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 51 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 43 | Jun 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | 32 | Jun 30, 26 | +32 | 0.00% |
| AlphaCore Capital LLC | 26 | Jun 30, 26 | +1 | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 25 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 25 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 22 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 9 | Jun 30, 26 | -191 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | -- | Jun 30, 26 | -16 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -10.07K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -6.22K | -- |
| Detalus Advisors, LLC | -- | Jun 30, 26 | -4.92K | -- |
| Creative Planning | -- | Jun 30, 26 | -1.23K | -- |
| VANGUARD ADVISERS INC | -- | Jun 30, 26 | -135 | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -2.80K | -- |
| REICON WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -450 | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -1.06K | -- |
| BANK OF MONTREAL /CAN/ | -- | Jun 30, 26 | -944 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -9.75K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -116 | -- |
| Kingsview Wealth Management, LLC | -- | Jun 30, 26 | -43.81K | -- |
| Elevation Capital Advisory, LLC | -- | Jun 30, 26 | -25.88K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -1.01K | -- |
| Brown Financial Advisory | 1.31K | Mar 31, 26 | -193 | 0.02% |
| CWM, LLC | 450 | Mar 31, 26 | -- | 0.01% |
| Vantage Financial Partners, LLC | 1.20K | Dec 31, 25 | +9 | 0.01% |
| COMERICA BANK | -- | Dec 31, 25 | -1.01K | -- |
| PALO ALTO WEALTH ADVISORS, LLC | 2.77K | Sep 30, 25 | -- | 0.03% |
| Enterprise Bank & Trust Co | 4.36K | Jun 30, 25 | -- | 0.05% |
| Graypoint LLC | 1.98K | Jun 30, 25 | -- | 0.02% |
| First Horizon Advisors, Inc. | 1.44K | Jun 30, 25 | +99 | 0.02% |
| Summit X, LLC | 1.30K | Jun 30, 25 | -- | 0.02% |
| Parkworth Wealth Management, Inc. | 194 | Jun 30, 25 | -- | 0.00% |
| Sandy Spring Bank | 9.21K | Mar 31, 25 | -- | 0.11% |
| CRITERION CAPITAL ADVISORS, LLC | 4.38K | Dec 31, 24 | -- | 0.05% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -6.78K | -- |
| RAYMOND JAMES & ASSOCIATES | 143.22K | Sep 30, 24 | +71.47K | 1.78% |
| Raymond James Financial Services Advisors, Inc. | 38.08K | Sep 30, 24 | -8.47K | 0.47% |
| Aspire Wealth Management Corp | 704 | Sep 30, 24 | -- | 0.01% |
| Epic Trust Investment Advisors, LLC | 3.34K | Jun 30, 24 | +262 | 0.04% |
| Connectus Wealth, LLC | 13.07K | Mar 31, 24 | -534 | 0.16% |
| Cetera Advisor Networks LLC | 4.68K | Mar 31, 24 | -148 | 0.06% |
| Retirement Group, LLC | 107 | Mar 31, 24 | -- | 0.00% |
| Resource Planning Group | 36.26K | Dec 31, 23 | -13.19K | 0.45% |
| FOCUS FINANCIAL NETWORK INC /ADV | 1.93K | Dec 31, 23 | +1.93K | 0.02% |
| COLONY GROUP LLC | 1.44M | Sep 30, 23 | +149.41K | 17.93% |
| PATHSTONE FAMILY OFFICE, LLC | -- | Sep 30, 23 | -1.85K | -- |
| NEIRG Wealth Management, LLC | 14.76K | Jun 30, 23 | +1.07K | 0.18% |
| SILVERHAWK ASSET MANAGEMENT, LLC | 5.07K | Jun 30, 23 | -51.51K | 0.06% |
| AFFINIA FINANCIAL GROUP, LLC | 1.88K | Jun 30, 23 | -260 | 0.02% |
| Andesa Financial Management Inc. | 44.33K | Mar 31, 23 | +21.66K | 0.55% |
| Quantitative Advantage, LLC | 2.94K | Mar 31, 23 | +159 | 0.04% |
| Ford Financial Group, LLC | -- | Mar 31, 23 | -11.87K | -- |
| Covington Capital Management | 61.29K | Sep 30, 22 | +2.71K | 0.76% |
| American Portfolios Advisors | 469 | Sep 30, 22 | +66 | 0.01% |
| 55I, LLC | -- | Sep 30, 22 | -2.04K | -- |
| Frontier Wealth Management LLC | 5.10K | Jun 30, 22 | -- | 0.06% |
| New England Investment & Retirement Group, Inc. | 13.59K | Sep 30, 21 | +499 | 0.17% |
| Ameritas Investment Company, LLC | 2.58K | Sep 30, 21 | -- | 0.03% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6.99K | Jun 30, 21 | +12 | 0.09% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 4.15K | Jun 30, 21 | -- | 0.05% |
| Independence Advisors, LLC | 19 | Sep 30, 20 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 31.69K | Dec 31, 19 | +22.21K | 0.39% |
| Advisor Group, Inc. | 4.65K | Dec 31, 19 | +495 | 0.06% |
| Premia Global Advisors, LLC | 39.64K | Sep 30, 19 | -3.27K | 0.49% |
| TMD & ASSOCIATES, INC | 2.44K | Jun 30, 19 | -465 | 0.03% |
| Commonwealth Equity Services, Inc | 3.05K | Jun 30, 17 | +3.05K | 0.04% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
