ProShares - S&P MidCap 400 Dividend Aristocrats ETF(REGL)

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ProShares - S&P MidCap 400 Dividend Aristocrats ETF(REGL)

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$92.32—

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REGL(REGL)

REGL

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Institutional Ownership

Top 294 Institutional Holders

Holder	Shares	Date	Change	% Held
CONFLUENCE INVESTMENT MANAGEMENT LLC	--	Jun 30, 26	-14.36K	--
MORGAN STANLEY	2.33M	Mar 31, 26	+76.74K	12.74%
COLDSTREAM CAPITAL MANAGEMENT INC	2.02M	Mar 31, 26	-77.46K	11.08%
RAYMOND JAMES FINANCIAL INC	711.53K	Mar 31, 26	+9.97K	3.90%
LPL Financial LLC	640.15K	Mar 31, 26	-64.00K	3.51%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	603.35K	Mar 31, 26	+27.45K	3.31%
BANK OF AMERICA CORP /DE/	543.88K	Mar 31, 26	+18.79K	2.98%
WELLS FARGO & COMPANY/MN	394.73K	Mar 31, 26	-3.84K	2.16%
ROYAL BANK OF CANADA	318.72K	Mar 31, 26	+29.82K	1.75%
Baird Financial Group, Inc.	302.18K	Mar 31, 26	+4.88K	1.66%
UBS Group AG	272.15K	Mar 31, 26	+7.81K	1.49%
WILEY BROS.-AINTREE CAPITAL, LLC	243.80K	Mar 31, 26	-20.78K	1.34%
TOTH FINANCIAL ADVISORY CORP	228.31K	Mar 31, 26	+412	1.25%
AMERIPRISE FINANCIAL INC	227.90K	Mar 31, 26	+12.46K	1.25%
COMMONWEALTH EQUITY SERVICES, LLC	189.59K	Mar 31, 26	+13.09K	1.04%
ENVESTNET ASSET MANAGEMENT INC	136.88K	Mar 31, 26	+1.40K	0.75%
STIFEL FINANCIAL CORP	127.16K	Mar 31, 26	-358.32K	0.70%
ADVISOR GROUP HOLDINGS, INC.	109.84K	Mar 31, 26	-9.53K	0.60%
Modern Wealth Management, LLC	107.50K	Mar 31, 26	+11.31K	0.59%
BENJAMIN EDWARDS INC	104.58K	Mar 31, 26	-298.98K	0.57%
FAS Wealth Partners, Inc.	104.11K	Mar 31, 26	+4.35K	0.57%
Dogwood Wealth Management LLC	96.32K	Mar 31, 26	+5.71K	0.53%
JONES FINANCIAL COMPANIES LLLP	86.50K	Mar 31, 26	+7.69K	0.47%
SMITH, MOORE & CO.	81.95K	Mar 31, 26	+5.66K	0.45%
Cambridge Investment Research Advisors, Inc.	77.68K	Mar 31, 26	-387	0.43%
Pathstone Holdings, LLC	72.74K	Mar 31, 26	--	0.40%
Janney Montgomery Scott LLC	66.48K	Mar 31, 26	+1.58K	0.36%
Connecticut Wealth Management, LLC	60.22K	Mar 31, 26	-3.85K	0.33%
SILVER OAK SECURITIES, INCORPORATED	56.91K	Mar 31, 26	+228	0.31%
Gladstone Institutional Advisory LLC	56.69K	Mar 31, 26	+11.86K	0.31%
Cascade Financial Partners, LLC	56.49K	Mar 31, 26	+1.72K	0.31%
Cetera Investment Advisers	56.40K	Mar 31, 26	+17.87K	0.31%
Jacobi Capital Management LLC	56.33K	Mar 31, 26	-1.07K	0.31%
Capital Advisors, Ltd. LLC	53.63K	Mar 31, 26	+35	0.29%
TWO SIGMA INVESTMENTS, LP	51.30K	Mar 31, 26	+1.80K	0.28%
Merit Financial Group, LLC	50.32K	Mar 31, 26	+12.11K	0.28%
Sanctuary Advisors, LLC	48.77K	Mar 31, 26	+1.89K	0.27%
Pensionmark Financial Group, LLC	44.75K	Mar 31, 26	-1.17K	0.25%
Avant Capital LLC	43.73K	Mar 31, 26	-1.22K	0.24%
LMG Wealth Partners, LLC	42.72K	Mar 31, 26	+3.48K	0.23%
Landmark Wealth Management, LLC	40.15K	Mar 31, 26	+8.24K	0.22%
Rockefeller Capital Management L.P.	39.70K	Mar 31, 26	+1.14K	0.22%
HARBOUR INVESTMENTS, INC.	39.66K	Mar 31, 26	+5.35K	0.22%
TRUIST FINANCIAL CORP	39.45K	Mar 31, 26	-3.03K	0.22%
Kerntke Otto McGlone Wealth Management Group	39.33K	Mar 31, 26	-1.04K	0.22%
Essex Financial Services, Inc.	38.07K	Mar 31, 26	-1.37K	0.21%
United Advisor Group, LLC	37.90K	Mar 31, 26	-521	0.21%
PINNACLE ASSOCIATES LTD	33.94K	Mar 31, 26	-3.79K	0.19%
Summit Wealth Partners, LLC	31.13K	Mar 31, 26	-3.34K	0.17%
PRINCIPAL SECURITIES, INC.	30.57K	Mar 31, 26	+552	0.17%
Clear Creek Financial Management, LLC	29.49K	Mar 31, 26	+5.48K	0.16%
Premier Path Wealth Partners, LLC	27.72K	Mar 31, 26	-3.86K	0.15%
Biondo Investment Advisors, LLC	26.66K	Mar 31, 26	+1.50K	0.15%
Dynamic Advisor Solutions LLC	26.62K	Mar 31, 26	+1.03K	0.15%
BLAIR WILLIAM & CO/IL	24.77K	Mar 31, 26	+16.50K	0.14%
HighTower Advisors, LLC	23.83K	Mar 31, 26	+487	0.13%
Visionary Wealth Advisors	23.75K	Mar 31, 26	-7.06K	0.13%
VERUS CAPITAL PARTNERS, LLC	22.13K	Mar 31, 26	-14	0.12%
PMG Wealth Management, Inc.	21.29K	Mar 31, 26	-3.39K	0.12%
Core Wealth Advisors, Inc.	21.00K	Mar 31, 26	+6.35K	0.12%
MERCER GLOBAL ADVISORS INC /ADV	20.82K	Mar 31, 26	+7.99K	0.11%
Ameritas Advisory Services, LLC	19.91K	Mar 31, 26	-489	0.11%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	19.65K	Mar 31, 26	-15.47K	0.11%
PFG Investments, LLC	18.47K	Mar 31, 26	-2.82K	0.10%
Private Advisor Group, LLC	17.13K	Mar 31, 26	-38	0.09%
Tower Wealth Partners, Inc.	16.67K	Mar 31, 26	+41	0.09%
Royal Capital Wealth Management, LLC	16.44K	Mar 31, 26	-192	0.09%
MML INVESTORS SERVICES, LLC	15.15K	Mar 31, 26	-1.46K	0.08%
WEDBUSH SECURITIES INC	14.93K	Mar 31, 26	-465	0.08%
Atlas Brown,Inc.	14.74K	Mar 31, 26	-116	0.08%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	14.62K	Mar 31, 26	+567	0.08%
CONFLUENCE INVESTMENT MANAGEMENT LLC	14.36K	Mar 31, 26	-122.01K	0.08%
NewEdge Advisors, LLC	14.19K	Mar 31, 26	-4.01K	0.08%
ROMAN BUTLER FULLERTON & CO	14.00K	Mar 31, 26	-204	0.08%
Intrepid Financial Planning Group LLC	13.97K	Mar 31, 26	-80	0.08%
Quad-Cities Investment Group, LLC	13.89K	Mar 31, 26	+11	0.08%
HOLLENCREST CAPITAL MANAGEMENT	11.83K	Mar 31, 26	-5.78K	0.06%
MSH Capital Advisors LLC	11.50K	Mar 31, 26	-1.03K	0.06%
Waverly Advisors, LLC	11.47K	Mar 31, 26	+5.84K	0.06%
Creative Planning	11.10K	Mar 31, 26	+2.04K	0.06%
KRAEMATON INVESTMENT ADVISORS, INC	10.99K	Mar 31, 26	-561	0.06%
Anson Capital, Inc.	10.98K	Mar 31, 26	+403	0.06%
Nova Wealth Management, Inc.	10.61K	Mar 31, 26	+3.12K	0.06%
WealthPlan Investment Management, LLC	10.55K	Mar 31, 26	-1.63K	0.06%
Jackson, Grant Investment Advisers, Inc.	10.18K	Mar 31, 26	+30	0.06%
COZAD ASSET MANAGEMENT INC	10.10K	Mar 31, 26	-1.67K	0.06%
Capital Investment Advisors, LLC	9.76K	Mar 31, 26	+64	0.05%
NewEdge Wealth, LLC	9.58K	Mar 31, 26	+3.43K	0.05%
Kestra Advisory Services, LLC	9.49K	Mar 31, 26	+4.70K	0.05%
Tempus Wealth Planning, LLC	9.09K	Mar 31, 26	-2.10K	0.05%
GOLDMAN SACHS GROUP INC	8.90K	Mar 31, 26	+5.17K	0.05%
Harvest Investment Services, LLC	8.86K	Mar 31, 26	+273	0.05%
PNC FINANCIAL SERVICES GROUP, INC.	8.78K	Mar 31, 26	-98	0.05%
Key FInancial Inc	8.74K	Mar 31, 26	--	0.05%
Clarus Wealth Advisors	8.72K	Mar 31, 26	+355	0.05%
Steward Partners Investment Advisory, LLC	8.72K	Mar 31, 26	+3.45K	0.05%
FMR LLC	8.70K	Mar 31, 26	+783	0.05%
Northwest Financial Advisors	8.59K	Mar 31, 26	-231	0.05%
Parcion Private Wealth LLC	8.35K	Mar 31, 26	--	0.05%
Signature Wealth Management Partners, LLC	8.23K	Mar 31, 26	+1.47K	0.05%
L & S Advisors Inc	8.09K	Mar 31, 26	-288	0.04%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	8.08K	Mar 31, 26	+108	0.04%
J.W. COLE ADVISORS, INC.	7.80K	Mar 31, 26	-1.35K	0.04%
CFS Investment Advisory Services, LLC	7.63K	Mar 31, 26	--	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	7.61K	Mar 31, 26	+926	0.04%
RDA Financial Network	7.25K	Mar 31, 26	+424	0.04%
JPMORGAN CHASE & CO	6.72K	Mar 31, 26	+2.26K	0.04%
GREEN SQUARE CAPITAL ADVISORS LLC	6.56K	Mar 31, 26	+6.56K	0.04%
GREAT VALLEY ADVISOR GROUP, INC.	6.51K	Mar 31, 26	-225	0.04%
Geneos Wealth Management Inc.	6.46K	Mar 31, 26	-411	0.04%
Westfuller Advisors, LLC	6.45K	Mar 31, 26	+39	0.04%
Heritage Wealth Management, Inc.	6.23K	Mar 31, 26	-57	0.03%
Mystic Asset Management, Inc.	5.95K	Mar 31, 26	--	0.03%
S.A. Mason LLC	5.88K	Mar 31, 26	+125	0.03%
WESBANCO BANK INC	5.80K	Mar 31, 26	--	0.03%
tru Independence LLC	5.77K	Mar 31, 26	-77	0.03%
Redhawk Wealth Advisors, Inc.	5.67K	Mar 31, 26	-299	0.03%
DAVENPORT & Co LLC	5.61K	Mar 31, 26	+700	0.03%
Sowell Financial Services LLC	5.31K	Mar 31, 26	+36	0.03%
HEADINVEST, LLC	5.22K	Mar 31, 26	-500	0.03%
PSI Advisors, LLC	5.12K	Mar 31, 26	+95	0.03%
Retirement Planning Co of New England, Inc.	5.02K	Mar 31, 26	--	0.03%
Pathway Financial Advisers, LLC	4.92K	Mar 31, 26	-260	0.03%
Integrated Wealth Concepts LLC	4.88K	Mar 31, 26	+4.88K	0.03%
Prospera Financial Services Inc	4.88K	Mar 31, 26	-346	0.03%
OPPENHEIMER & CO INC	4.86K	Mar 31, 26	+39	0.03%
FLAGSHIP HARBOR ADVISORS, LLC	4.68K	Mar 31, 26	-148	0.03%
Equitable Holdings, Inc.	4.62K	Mar 31, 26	+12	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	4.58K	Mar 31, 26	-511	0.03%
Key Client Fiduciary Advisors, LLC	4.53K	Mar 31, 26	+322	0.02%
FIFTH THIRD BANCORP	4.52K	Mar 31, 26	+4.52K	0.02%
Cyndeo Wealth Partners, LLC	4.48K	Mar 31, 26	+61	0.02%
Patten Group, Inc.	4.36K	Mar 31, 26	+259	0.02%
AQR CAPITAL MANAGEMENT LLC	4.31K	Mar 31, 26	--	0.02%
KPP Advisory Services LLC	4.31K	Mar 31, 26	+1	0.02%
HARBOR INVESTMENT ADVISORY, LLC	4.25K	Mar 31, 26	-190	0.02%
Well Done, LLC	4.19K	Mar 31, 26	--	0.02%
Keystone Financial Services, LLC	4.19K	Mar 31, 26	-366	0.02%
TriaGen Wealth Management LLC	4.17K	Mar 31, 26	--	0.02%
WealthBridge Capital Management, LLC	4.13K	Mar 31, 26	+11	0.02%
RAM Investment Partners, LLC	4.10K	Mar 31, 26	+4.10K	0.02%
US BANCORP \DE\	4.06K	Mar 31, 26	--	0.02%
Farther Finance Advisors, LLC	4.02K	Mar 31, 26	+3.62K	0.02%
Hartford Financial Management Inc.	4.00K	Mar 31, 26	--	0.02%
Essex Savings Bank	3.96K	Mar 31, 26	-18	0.02%
Montis Financial, LLC	3.95K	Mar 31, 26	+795	0.02%
B. Riley Wealth Advisors, Inc.	3.87K	Mar 31, 26	--	0.02%
CALDWELL SUTTER CAPITAL, INC.	3.70K	Mar 31, 26	+222	0.02%
CI Private Wealth, LLC	3.50K	Mar 31, 26	-144	0.02%
Martin Capital Partners, LLC	3.48K	Mar 31, 26	+50	0.02%
Azimuth Capital Investment Management LLC	3.48K	Mar 31, 26	+825	0.02%
CITADEL ADVISORS LLC	3.46K	Mar 31, 26	-7.03K	0.02%
Mariner, LLC	3.44K	Mar 31, 26	-2.29K	0.02%
Rossmore Private Capital	3.42K	Mar 31, 26	--	0.02%
Moors & Cabot, Inc.	3.37K	Mar 31, 26	--	0.02%
Anchor Investment Management, LLC	3.30K	Mar 31, 26	--	0.02%
HUNTINGTON NATIONAL BANK	3.23K	Mar 31, 26	--	0.02%
American Money Management, LLC	3.22K	Mar 31, 26	-105	0.02%
Chicago Partners Investment Group LLC	3.20K	Mar 31, 26	--	0.02%
Acorn Wealth Advisors, LLC	3.18K	Mar 31, 26	-1.99K	0.02%
BESSEMER GROUP INC	3.17K	Mar 31, 26	--	0.02%
Quantinno Capital Management LP	3.08K	Mar 31, 26	+3.08K	0.02%
CULLEN/FROST BANKERS, INC.	2.85K	Mar 31, 26	+17	0.02%
QTR Family Wealth, LLC	2.78K	Mar 31, 26	-5	0.02%
Spire Wealth Management	2.67K	Mar 31, 26	+1.51K	0.01%
Advisory Services Network, LLC	2.63K	Mar 31, 26	--	0.01%
Empire Financial Management Company, LLC	2.60K	Mar 31, 26	+102	0.01%
Fortis Capital Management LLC	2.58K	Mar 31, 26	+15	0.01%
IHT Wealth Management, LLC	2.53K	Mar 31, 26	-627	0.01%
Savvy Advisors, Inc.	2.53K	Mar 31, 26	-849	0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC	2.51K	Mar 31, 26	+6	0.01%
Colonial Trust Co / SC	2.50K	Mar 31, 26	--	0.01%
Mission Hills Financial Advisory, LLC	2.48K	Mar 31, 26	+10	0.01%
PFG Advisors	2.44K	Mar 31, 26	-4.82K	0.01%
Centerpoint Advisory Group	2.42K	Mar 31, 26	-580	0.01%
Ausdal Financial Partners, Inc.	2.42K	Mar 31, 26	-948	0.01%
Meridian Financial, LLC	2.36K	Mar 31, 26	-271	0.01%
PRIVATE TRUST CO NA	2.35K	Mar 31, 26	--	0.01%
HOWE & RUSLING INC	2.28K	Mar 31, 26	+437	0.01%
Sovran Advisors, LLC	2.27K	Mar 31, 26	--	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	2.19K	Mar 31, 26	+2.03K	0.01%
GAMMA Investing LLC	2.02K	Mar 31, 26	--	0.01%
CWM, LLC	1.76K	Mar 31, 26	+2	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.39K	Mar 31, 26	--	0.01%
Sunbelt Securities, Inc.	1.37K	Mar 31, 26	--	0.01%
Clearstead Advisors, LLC	1.35K	Mar 31, 26	--	0.01%
Qube Research & Technologies Ltd	1.34K	Mar 31, 26	+697	0.01%
MAI Capital Management	1.33K	Mar 31, 26	-31	0.01%
WHITTIER TRUST CO OF NEVADA INC	1.04K	Mar 31, 26	--	0.01%
Smartleaf Asset Management LLC	1.03K	Mar 31, 26	--	0.01%
Atlantic Union Bankshares Corp	1.00K	Mar 31, 26	--	0.01%
Destiny Wealth Partners, LLC	896	Mar 31, 26	+896	0.00%
Larson Financial Group LLC	842	Mar 31, 26	--	0.00%
BlackRock, Inc.	828	Mar 31, 26	+684	0.00%
Golden State Equity Partners	815	Mar 31, 26	+815	0.00%
DHJJ Financial Advisors, Ltd.	798	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	687	Mar 31, 26	-130	0.00%
Asset Dedication, LLC	450	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	400	Mar 31, 26	--	0.00%
IFP Advisors, Inc	382	Mar 31, 26	-20	0.00%
TD Waterhouse Canada Inc.	380	Mar 31, 26	--	0.00%
BFSG, LLC	351	Mar 31, 26	--	0.00%
Vermillion Wealth Management, Inc.	261	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	254	Mar 31, 26	+97	0.00%
CENTRAL TRUST Co	222	Mar 31, 26	--	0.00%
ASSETMARK, INC	217	Mar 31, 26	+26	0.00%
Aptus Capital Advisors, LLC	217	Mar 31, 26	-3.94K	0.00%
Rosenberg Matthew Hamilton	192	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	180	Mar 31, 26	--	0.00%
Nemes Rush Group LLC	177	Mar 31, 26	--	0.00%
Copia Wealth Management	167	Mar 31, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	148	Mar 31, 26	--	0.00%
Allworth Financial LP	134	Mar 31, 26	+134	0.00%
COUNTRY TRUST BANK	130	Mar 31, 26	--	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	120	Mar 31, 26	+120	0.00%
Pinnacle Bancorp, Inc.	100	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	98	Mar 31, 26	+8	0.00%
VANGUARD ADVISERS INC	87	Mar 31, 26	+87	0.00%
First Command Advisory Services, Inc.	85	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	54	Mar 31, 26	--	0.00%
Main Street Group, LTD	15	Mar 31, 26	+15	0.00%
EverSource Wealth Advisors, LLC	12	Mar 31, 26	+12	0.00%
BANK OF MONTREAL /CAN/	10	Mar 31, 26	+10	0.00%
Western Wealth Management, LLC	8	Mar 31, 26	+8	0.00%
Tower Research Capital LLC (TRC)	4	Mar 31, 26	-2.91K	0.00%
WealthCollab, LLC	--	Mar 31, 26	-100	--
HighPoint Advisor Group LLC	--	Mar 31, 26	-18.72K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-19.53K	--
Financial Services Advisory Inc	--	Mar 31, 26	-24.24K	--
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	--	Mar 31, 26	-2.57K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-216	--
Aspect Partners, LLC	--	Mar 31, 26	-468	--
PLANWISER FINANCIAL, LLC	--	Mar 31, 26	-8.39K	--
Kingsview Wealth Management, LLC	--	Mar 31, 26	-3.89K	--
WealthPLAN Partners, LLC	--	Mar 31, 26	-4.05K	--
Virtu Financial LLC	--	Mar 31, 26	-6.61K	--
CHAPIN DAVIS, INC.	--	Mar 31, 26	-2.39K	--
Duncan Williams Asset Management, LLC	--	Mar 31, 26	-2.94K	--
COMERICA BANK	7.03K	Dec 31, 25	-7.06K	0.04%
PURE PORTFOLIOS HOLDINGS LLC	5.13K	Dec 31, 25	+18	0.03%
Global Retirement Partners, LLC	1.44K	Dec 31, 25	-14	0.01%
GPS Wealth Strategies Group, LLC	1.44K	Dec 31, 25	-1.52K	0.01%
CIBC Private Wealth Group, LLC	328	Dec 31, 25	--	0.00%
L.M. KOHN & COMPANY	10.34K	Sep 30, 25	+1.75K	0.06%
Accredited Wealth Management, LLC	565	Sep 30, 25	+515	0.00%
Atria Wealth Solutions, Inc.	28.44K	Jun 30, 25	-14.70K	0.16%
Tyler-Stone Wealth Management	13.88K	Jun 30, 25	+57	0.08%
AVANTAX ADVISORY SERVICES, INC.	9.30K	Jun 30, 25	+131	0.05%
Sandy Spring Bank	1.00K	Mar 31, 25	--	0.01%
Cutter & CO Brokerage, Inc.	--	Mar 31, 25	-2.58K	--
Bison Wealth, LLC	3.00K	Dec 31, 24	-76	0.02%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-189	--
Raymond James Financial Services Advisors, Inc.	422.86K	Sep 30, 24	+22.85K	2.32%
RAYMOND JAMES & ASSOCIATES	222.48K	Sep 30, 24	-23.93K	1.22%
RAYMOND JAMES TRUST N.A.	2.60K	Sep 30, 24	+2.60K	0.01%
M&R CAPITAL MANAGEMENT INC	859	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	55.22K	Jun 30, 24	-1.09K	0.30%
EMFO, LLC	1.43K	Jun 30, 24	--	0.01%
ICA Group Wealth Management, LLC	421	Jun 30, 24	-961	0.00%
Cetera Advisors LLC	71.90K	Mar 31, 24	+68.18K	0.39%
Benedetti & Gucer, Inc.	10.47K	Mar 31, 24	-2.72K	0.06%
Cetera Advisor Networks LLC	8.71K	Mar 31, 24	-458	0.05%
DB Wealth Management Group, LLC	5.38K	Dec 31, 23	--	0.03%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	346.11K	Sep 30, 23	+164.14K	1.90%
PATHSTONE FAMILY OFFICE, LLC	73.24K	Sep 30, 23	--	0.40%
LEO BROKERAGE, LLC	5.97K	Jun 30, 23	+832	0.03%
INVESTMENT MANAGEMENT OF VIRGINIA LLC	212.63K	Mar 31, 23	-5.58K	1.17%
Barber Financial Group, Inc.	10.07K	Mar 31, 23	+1.23K	0.06%
Ahrens Investment Partners LLC	6.26K	Mar 31, 23	-1.20K	0.03%
NEW ENGLAND GUILD WEALTH ADVISORS, INC.	117.95K	Dec 31, 22	+6.97K	0.65%
Laurel Wealth Advisors, Inc.	67.25K	Dec 31, 22	-1.54K	0.37%
American Portfolios Advisors	23.72K	Sep 30, 22	+23.72K	0.13%
KerberRose Wealth Management, LLC	22.96K	Jun 30, 22	+22.96K	0.13%
Cordasco Financial Network	1.82K	Jun 30, 22	+9	0.01%
BIVIN & ASSOCIATES, INC.	35	Jun 30, 22	--	0.00%
Holloway Wealth Management, LLC	1.06K	Mar 31, 22	--	0.01%
MIRSKY FINANCIAL MANAGEMENT CORP.	11.20K	Dec 31, 21	-324	0.06%
Crescent Capital Consulting, LLC	500	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	--	Dec 31, 21	-108	--
Covenant Multifamily Offices, LLC	3.01K	Sep 30, 21	--	0.02%
Sonora Investment Management, LLC	--	Sep 30, 21	--	--
Winslow, Evans & Crocker, Inc.	3.00K	Dec 31, 20	+800	0.02%
First Allied Advisory Services, Inc.	65.41K	Sep 30, 20	+2.27K	0.36%
Advisor Group, Inc.	44.57K	Dec 31, 19	-35.72K	0.24%
LADENBURG THALMANN FINANCIAL SERVICES INC.	20.00K	Dec 31, 19	-3.12K	0.11%
BB&T SECURITIES, LLC	7.55K	Sep 30, 19	+1.77K	0.04%
Guidant Wealth Advisors	3.10K	Sep 30, 19	--	0.02%
BKS ADVISORS, LLC	11.99K	Mar 31, 19	+13	0.07%
SII INVESTMENTS INC/WI	4.89K	Dec 31, 17	+1.05K	0.03%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-48.02K	--
Commonwealth Equity Services, Inc	30.36K	Jun 30, 17	+8.86K	0.17%
MSI Financial Services Inc	12.21K	Dec 31, 16	+693	0.07%
SOCIETE GENERALE	18.20K	Jun 30, 16	+18.20K	0.10%
Investors Capital Advisory Services	5.11K	Jun 30, 16	+5.11K	0.03%

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Holder

Date

Change

% Held

CONFLUENCE INVESTMENT MANAGEMENT LLC

Jun 30, 26

-14.36K

MORGAN STANLEY

2.33M

Mar 31, 26

+76.74K

12.74%

COLDSTREAM CAPITAL MANAGEMENT INC

2.02M

Mar 31, 26

-77.46K

11.08%

RAYMOND JAMES FINANCIAL INC

711.53K

Mar 31, 26

+9.97K

3.90%

LPL Financial LLC

640.15K

Mar 31, 26

-64.00K

3.51%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

603.35K

Mar 31, 26

+27.45K

3.31%

BANK OF AMERICA CORP /DE/

543.88K

Mar 31, 26

+18.79K

2.98%

WELLS FARGO & COMPANY/MN

394.73K

Mar 31, 26

-3.84K

2.16%

ROYAL BANK OF CANADA

318.72K

Mar 31, 26

+29.82K

1.75%

Baird Financial Group, Inc.

302.18K

Mar 31, 26

+4.88K

1.66%

UBS Group AG

272.15K

Mar 31, 26

+7.81K

1.49%

WILEY BROS.-AINTREE CAPITAL, LLC

243.80K

Mar 31, 26

-20.78K

1.34%

TOTH FINANCIAL ADVISORY CORP

228.31K

Mar 31, 26

+412

1.25%

AMERIPRISE FINANCIAL INC

227.90K

Mar 31, 26

+12.46K

1.25%

COMMONWEALTH EQUITY SERVICES, LLC

189.59K

Mar 31, 26

+13.09K

1.04%

ENVESTNET ASSET MANAGEMENT INC

136.88K

Mar 31, 26

+1.40K

0.75%

STIFEL FINANCIAL CORP

127.16K

Mar 31, 26

-358.32K

0.70%

ADVISOR GROUP HOLDINGS, INC.

109.84K

Mar 31, 26

-9.53K

0.60%

Modern Wealth Management, LLC

107.50K

Mar 31, 26

+11.31K

0.59%

BENJAMIN EDWARDS INC

104.58K

Mar 31, 26

-298.98K

0.57%

FAS Wealth Partners, Inc.

104.11K

Mar 31, 26

+4.35K

0.57%

Dogwood Wealth Management LLC

96.32K

Mar 31, 26

+5.71K

0.53%

JONES FINANCIAL COMPANIES LLLP

86.50K

Mar 31, 26

+7.69K

0.47%

SMITH, MOORE & CO.

81.95K

Mar 31, 26

+5.66K

0.45%

Cambridge Investment Research Advisors, Inc.

77.68K

Mar 31, 26

-387

0.43%

Pathstone Holdings, LLC

72.74K

Mar 31, 26

0.40%

Janney Montgomery Scott LLC

66.48K

Mar 31, 26

+1.58K

0.36%

Connecticut Wealth Management, LLC

60.22K

Mar 31, 26

-3.85K

0.33%

SILVER OAK SECURITIES, INCORPORATED

56.91K

Mar 31, 26

+228

0.31%

Gladstone Institutional Advisory LLC

56.69K

Mar 31, 26

+11.86K

0.31%

Cascade Financial Partners, LLC

56.49K

Mar 31, 26

+1.72K

0.31%

Cetera Investment Advisers

56.40K

Mar 31, 26

+17.87K

0.31%

Jacobi Capital Management LLC

56.33K

Mar 31, 26

-1.07K

0.31%

Capital Advisors, Ltd. LLC

53.63K

Mar 31, 26

+35

0.29%

TWO SIGMA INVESTMENTS, LP

51.30K

Mar 31, 26

+1.80K

0.28%

Merit Financial Group, LLC

50.32K

Mar 31, 26

+12.11K

0.28%

Sanctuary Advisors, LLC

48.77K

Mar 31, 26

+1.89K

0.27%

Pensionmark Financial Group, LLC

44.75K

Mar 31, 26

-1.17K

0.25%

Avant Capital LLC

43.73K

Mar 31, 26

-1.22K

0.24%

LMG Wealth Partners, LLC

42.72K

Mar 31, 26

+3.48K

0.23%

Landmark Wealth Management, LLC

40.15K

Mar 31, 26

+8.24K

0.22%

Rockefeller Capital Management L.P.

39.70K

Mar 31, 26

+1.14K

0.22%

HARBOUR INVESTMENTS, INC.

39.66K

Mar 31, 26

+5.35K

0.22%

TRUIST FINANCIAL CORP

39.45K

Mar 31, 26

-3.03K

0.22%

Kerntke Otto McGlone Wealth Management Group

39.33K

Mar 31, 26

-1.04K

0.22%

Essex Financial Services, Inc.

38.07K

Mar 31, 26

-1.37K

0.21%

United Advisor Group, LLC

37.90K

Mar 31, 26

-521

0.21%

PINNACLE ASSOCIATES LTD

33.94K

Mar 31, 26

-3.79K

0.19%

Summit Wealth Partners, LLC

31.13K

Mar 31, 26

-3.34K

0.17%

PRINCIPAL SECURITIES, INC.

30.57K

Mar 31, 26

+552

0.17%

Clear Creek Financial Management, LLC

29.49K

Mar 31, 26

+5.48K

0.16%

Premier Path Wealth Partners, LLC

27.72K

Mar 31, 26

-3.86K

0.15%

Biondo Investment Advisors, LLC

26.66K

Mar 31, 26

+1.50K

0.15%

Dynamic Advisor Solutions LLC

26.62K

Mar 31, 26

+1.03K

0.15%

BLAIR WILLIAM & CO/IL

24.77K

Mar 31, 26

+16.50K

0.14%

HighTower Advisors, LLC

23.83K

Mar 31, 26

+487

0.13%

Visionary Wealth Advisors

23.75K

Mar 31, 26

-7.06K

0.13%

VERUS CAPITAL PARTNERS, LLC

22.13K

Mar 31, 26

-14

0.12%

PMG Wealth Management, Inc.

21.29K

Mar 31, 26

-3.39K

0.12%

Core Wealth Advisors, Inc.

21.00K

Mar 31, 26

+6.35K

0.12%

MERCER GLOBAL ADVISORS INC /ADV

20.82K

Mar 31, 26

+7.99K

0.11%

Ameritas Advisory Services, LLC

19.91K

Mar 31, 26

-489

0.11%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

19.65K

Mar 31, 26

-15.47K

0.11%

PFG Investments, LLC

18.47K

Mar 31, 26

-2.82K

0.10%

Private Advisor Group, LLC

17.13K

Mar 31, 26

-38

0.09%

Tower Wealth Partners, Inc.

16.67K

Mar 31, 26

+41

0.09%

Royal Capital Wealth Management, LLC

16.44K

Mar 31, 26

-192

0.09%

MML INVESTORS SERVICES, LLC

15.15K

Mar 31, 26

-1.46K

0.08%

WEDBUSH SECURITIES INC

14.93K

Mar 31, 26

-465

0.08%

Atlas Brown,Inc.

14.74K

Mar 31, 26

-116

0.08%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

14.62K

Mar 31, 26

+567

0.08%

CONFLUENCE INVESTMENT MANAGEMENT LLC

14.36K

Mar 31, 26

-122.01K

0.08%

NewEdge Advisors, LLC

14.19K

Mar 31, 26

-4.01K

0.08%

ROMAN BUTLER FULLERTON & CO

14.00K

Mar 31, 26

-204

0.08%

Intrepid Financial Planning Group LLC

13.97K

Mar 31, 26

-80

0.08%

Quad-Cities Investment Group, LLC

13.89K

Mar 31, 26

+11

0.08%

HOLLENCREST CAPITAL MANAGEMENT

11.83K

Mar 31, 26

-5.78K

0.06%

MSH Capital Advisors LLC

11.50K

Mar 31, 26

-1.03K

0.06%

Waverly Advisors, LLC

11.47K

Mar 31, 26

+5.84K

0.06%

Creative Planning

11.10K

Mar 31, 26

+2.04K

0.06%

KRAEMATON INVESTMENT ADVISORS, INC

10.99K

Mar 31, 26

-561

0.06%

Anson Capital, Inc.

10.98K

Mar 31, 26

+403

0.06%

Nova Wealth Management, Inc.

10.61K

Mar 31, 26

+3.12K

0.06%

WealthPlan Investment Management, LLC

10.55K

Mar 31, 26

-1.63K

0.06%

Jackson, Grant Investment Advisers, Inc.

10.18K

Mar 31, 26

+30

0.06%

COZAD ASSET MANAGEMENT INC

10.10K

Mar 31, 26

-1.67K

0.06%

Capital Investment Advisors, LLC

9.76K

Mar 31, 26

+64

0.05%

NewEdge Wealth, LLC

9.58K

Mar 31, 26

+3.43K

0.05%

Kestra Advisory Services, LLC

9.49K

Mar 31, 26

+4.70K

0.05%

Tempus Wealth Planning, LLC

9.09K

Mar 31, 26

-2.10K

0.05%

GOLDMAN SACHS GROUP INC

8.90K

Mar 31, 26

+5.17K

0.05%

Harvest Investment Services, LLC

8.86K

Mar 31, 26

+273

0.05%

PNC FINANCIAL SERVICES GROUP, INC.

8.78K

Mar 31, 26

-98

0.05%

Key FInancial Inc

8.74K

Mar 31, 26

0.05%

Clarus Wealth Advisors

8.72K

Mar 31, 26

+355

0.05%

Steward Partners Investment Advisory, LLC

8.72K

Mar 31, 26

+3.45K

0.05%

FMR LLC

8.70K

Mar 31, 26

+783

0.05%

Northwest Financial Advisors

8.59K

Mar 31, 26

-231

0.05%

Parcion Private Wealth LLC

8.35K

Mar 31, 26

0.05%

Signature Wealth Management Partners, LLC

8.23K

Mar 31, 26

+1.47K

0.05%

L & S Advisors Inc

8.09K

Mar 31, 26

-288

0.04%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

8.08K

Mar 31, 26

+108

0.04%

J.W. COLE ADVISORS, INC.

7.80K

Mar 31, 26

-1.35K

0.04%

CFS Investment Advisory Services, LLC

7.63K

Mar 31, 26

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

7.61K

Mar 31, 26

+926

0.04%

RDA Financial Network

7.25K

Mar 31, 26

+424

0.04%

JPMORGAN CHASE & CO

6.72K

Mar 31, 26

+2.26K

0.04%

GREEN SQUARE CAPITAL ADVISORS LLC

6.56K

Mar 31, 26

+6.56K

0.04%

GREAT VALLEY ADVISOR GROUP, INC.

6.51K

Mar 31, 26

-225

0.04%

Geneos Wealth Management Inc.

6.46K

Mar 31, 26

-411

0.04%

Westfuller Advisors, LLC

6.45K

Mar 31, 26

+39

0.04%

Heritage Wealth Management, Inc.

6.23K

Mar 31, 26

-57

0.03%

Mystic Asset Management, Inc.

5.95K

Mar 31, 26

0.03%

S.A. Mason LLC

5.88K

Mar 31, 26

+125

0.03%

WESBANCO BANK INC

5.80K

Mar 31, 26

0.03%

tru Independence LLC

5.77K

Mar 31, 26

-77

0.03%

Redhawk Wealth Advisors, Inc.

5.67K

Mar 31, 26

-299

0.03%

DAVENPORT & Co LLC

5.61K

Mar 31, 26

+700

0.03%

Sowell Financial Services LLC

5.31K

Mar 31, 26

+36

0.03%

HEADINVEST, LLC

5.22K

Mar 31, 26

-500

0.03%

PSI Advisors, LLC

5.12K

Mar 31, 26

+95

0.03%

Retirement Planning Co of New England, Inc.

5.02K

Mar 31, 26

0.03%

Pathway Financial Advisers, LLC

4.92K

Mar 31, 26

-260

0.03%

Integrated Wealth Concepts LLC

4.88K

Mar 31, 26

+4.88K

0.03%

Prospera Financial Services Inc

4.88K

Mar 31, 26

-346

0.03%

OPPENHEIMER & CO INC

4.86K

Mar 31, 26

+39

0.03%

FLAGSHIP HARBOR ADVISORS, LLC

4.68K

Mar 31, 26

-148

0.03%

Equitable Holdings, Inc.

4.62K

Mar 31, 26

+12

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

4.58K

Mar 31, 26

-511

0.03%

Key Client Fiduciary Advisors, LLC

4.53K

Mar 31, 26

+322

0.02%

FIFTH THIRD BANCORP

4.52K

Mar 31, 26

+4.52K

0.02%

Cyndeo Wealth Partners, LLC

4.48K

Mar 31, 26

+61

0.02%

Patten Group, Inc.

4.36K

Mar 31, 26

+259

0.02%

AQR CAPITAL MANAGEMENT LLC

4.31K

Mar 31, 26

0.02%

KPP Advisory Services LLC

4.31K

Mar 31, 26

0.02%

HARBOR INVESTMENT ADVISORY, LLC

4.25K

Mar 31, 26

-190

0.02%

Well Done, LLC

4.19K

Mar 31, 26

0.02%

Keystone Financial Services, LLC

4.19K

Mar 31, 26

-366

0.02%

TriaGen Wealth Management LLC

4.17K

Mar 31, 26

0.02%

WealthBridge Capital Management, LLC

4.13K

Mar 31, 26

+11

0.02%

RAM Investment Partners, LLC

4.10K

Mar 31, 26

+4.10K

0.02%

US BANCORP \DE\

4.06K

Mar 31, 26

0.02%

Farther Finance Advisors, LLC

4.02K

Mar 31, 26

+3.62K

0.02%

Hartford Financial Management Inc.

4.00K

Mar 31, 26

0.02%

Essex Savings Bank

3.96K

Mar 31, 26

-18

0.02%

Montis Financial, LLC

3.95K

Mar 31, 26

+795

0.02%

B. Riley Wealth Advisors, Inc.

3.87K

Mar 31, 26

0.02%

CALDWELL SUTTER CAPITAL, INC.

3.70K

Mar 31, 26

+222

0.02%

CI Private Wealth, LLC

3.50K

Mar 31, 26

-144

0.02%

Martin Capital Partners, LLC

3.48K

Mar 31, 26

+50

0.02%

Azimuth Capital Investment Management LLC

3.48K

Mar 31, 26

+825

0.02%

CITADEL ADVISORS LLC

3.46K

Mar 31, 26

-7.03K

0.02%

Mariner, LLC

3.44K

Mar 31, 26

-2.29K

0.02%

Rossmore Private Capital

3.42K

Mar 31, 26

0.02%

Moors & Cabot, Inc.

3.37K

Mar 31, 26

0.02%

Anchor Investment Management, LLC

3.30K

Mar 31, 26

0.02%

HUNTINGTON NATIONAL BANK

3.23K

Mar 31, 26

0.02%

American Money Management, LLC

3.22K

Mar 31, 26

-105

0.02%

Chicago Partners Investment Group LLC

3.20K

Mar 31, 26

0.02%

Acorn Wealth Advisors, LLC

3.18K

Mar 31, 26

-1.99K

0.02%

BESSEMER GROUP INC

3.17K

Mar 31, 26

0.02%

Quantinno Capital Management LP

3.08K

Mar 31, 26

+3.08K

0.02%

CULLEN/FROST BANKERS, INC.

2.85K

Mar 31, 26

+17

0.02%

QTR Family Wealth, LLC

2.78K

Mar 31, 26

-5

0.02%

Spire Wealth Management

2.67K

Mar 31, 26

+1.51K

0.01%

Advisory Services Network, LLC

2.63K

Mar 31, 26

0.01%

Empire Financial Management Company, LLC

2.60K

Mar 31, 26

+102

0.01%

Fortis Capital Management LLC

2.58K

Mar 31, 26

+15

0.01%

IHT Wealth Management, LLC

2.53K

Mar 31, 26

-627

0.01%

Savvy Advisors, Inc.

2.53K

Mar 31, 26

-849

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

2.51K

Mar 31, 26

0.01%

Colonial Trust Co / SC

2.50K

Mar 31, 26

0.01%

Mission Hills Financial Advisory, LLC

2.48K

Mar 31, 26

+10

0.01%

PFG Advisors

2.44K

Mar 31, 26

-4.82K

0.01%

Centerpoint Advisory Group

2.42K

Mar 31, 26

-580

0.01%

Ausdal Financial Partners, Inc.

2.42K

Mar 31, 26

-948

0.01%

Meridian Financial, LLC

2.36K

Mar 31, 26

-271

0.01%

PRIVATE TRUST CO NA

2.35K

Mar 31, 26

0.01%

HOWE & RUSLING INC

2.28K

Mar 31, 26

+437

0.01%

Sovran Advisors, LLC

2.27K

Mar 31, 26

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

2.19K

Mar 31, 26

+2.03K

0.01%

GAMMA Investing LLC

2.02K

Mar 31, 26

0.01%

CWM, LLC

1.76K

Mar 31, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.39K

Mar 31, 26

0.01%

Sunbelt Securities, Inc.

1.37K

Mar 31, 26

0.01%

Clearstead Advisors, LLC

1.35K

Mar 31, 26

0.01%

Qube Research & Technologies Ltd

1.34K

Mar 31, 26

+697

0.01%

MAI Capital Management

1.33K

Mar 31, 26

-31

0.01%

WHITTIER TRUST CO OF NEVADA INC

1.04K

Mar 31, 26

0.01%

Smartleaf Asset Management LLC

1.03K

Mar 31, 26

0.01%

Atlantic Union Bankshares Corp

1.00K

Mar 31, 26

0.01%

Destiny Wealth Partners, LLC

896

Mar 31, 26

+896

0.00%

Larson Financial Group LLC

842

Mar 31, 26

0.00%

BlackRock, Inc.

828

Mar 31, 26

+684

0.00%

Golden State Equity Partners

815

Mar 31, 26

+815

0.00%

DHJJ Financial Advisors, Ltd.

798

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

687

Mar 31, 26

-130

0.00%

Asset Dedication, LLC

450

Mar 31, 26

0.00%

Ancora Advisors, LLC

400

Mar 31, 26

0.00%

IFP Advisors, Inc

382

Mar 31, 26

-20

0.00%

TD Waterhouse Canada Inc.

380

Mar 31, 26

0.00%

BFSG, LLC

351

Mar 31, 26

0.00%

Vermillion Wealth Management, Inc.

261

Mar 31, 26

0.00%

Sound Income Strategies, LLC

254

Mar 31, 26

+97

0.00%

CENTRAL TRUST Co

222

Mar 31, 26

0.00%

ASSETMARK, INC

217

Mar 31, 26

+26

0.00%

Aptus Capital Advisors, LLC

217

Mar 31, 26

-3.94K

0.00%

Rosenberg Matthew Hamilton

192

Mar 31, 26

0.00%

McIlrath & Eck, LLC

180

Mar 31, 26

0.00%

Nemes Rush Group LLC

177

Mar 31, 26

0.00%

Copia Wealth Management

167

Mar 31, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

148

Mar 31, 26

0.00%

Allworth Financial LP

134

Mar 31, 26

+134

0.00%

COUNTRY TRUST BANK

130

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

120

Mar 31, 26

+120

0.00%

Pinnacle Bancorp, Inc.

100

Mar 31, 26

0.00%

CoreCap Advisors, LLC

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+87

0.00%

First Command Advisory Services, Inc.

Mar 31, 26

0.00%

Root Financial Partners, LLC

Mar 31, 26

0.00%

Main Street Group, LTD

Mar 31, 26

+15

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

+12

0.00%

BANK OF MONTREAL /CAN/

Mar 31, 26

+10

0.00%

Western Wealth Management, LLC

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-2.91K

0.00%

WealthCollab, LLC

Mar 31, 26

-100

HighPoint Advisor Group LLC

Mar 31, 26

-18.72K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-19.53K

Financial Services Advisory Inc

Mar 31, 26

-24.24K

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Mar 31, 26

-2.57K

Cape Investment Advisory, Inc.

Mar 31, 26

-216

Aspect Partners, LLC

Mar 31, 26

-468

PLANWISER FINANCIAL, LLC

Mar 31, 26

-8.39K

Kingsview Wealth Management, LLC

Mar 31, 26

-3.89K

WealthPLAN Partners, LLC

Mar 31, 26

-4.05K

Virtu Financial LLC

Mar 31, 26

-6.61K

CHAPIN DAVIS, INC.

Mar 31, 26

-2.39K

Duncan Williams Asset Management, LLC

Mar 31, 26

-2.94K

COMERICA BANK

7.03K

Dec 31, 25

-7.06K

0.04%

PURE PORTFOLIOS HOLDINGS LLC

5.13K

Dec 31, 25

+18

0.03%

Global Retirement Partners, LLC

1.44K

Dec 31, 25

-14

0.01%

GPS Wealth Strategies Group, LLC

1.44K

Dec 31, 25

-1.52K

0.01%

CIBC Private Wealth Group, LLC

328

Dec 31, 25

0.00%

L.M. KOHN & COMPANY

10.34K

Sep 30, 25

+1.75K

0.06%

Accredited Wealth Management, LLC

565

Sep 30, 25

+515

0.00%

Atria Wealth Solutions, Inc.

28.44K

Jun 30, 25

-14.70K

0.16%

Tyler-Stone Wealth Management

13.88K

Jun 30, 25

+57

0.08%

AVANTAX ADVISORY SERVICES, INC.

9.30K

Jun 30, 25

+131

0.05%

Sandy Spring Bank

1.00K

Mar 31, 25

0.01%

Cutter & CO Brokerage, Inc.

Mar 31, 25

-2.58K

Bison Wealth, LLC

3.00K

Dec 31, 24

-76

0.02%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-189

Raymond James Financial Services Advisors, Inc.

422.86K

Sep 30, 24

+22.85K

2.32%

RAYMOND JAMES & ASSOCIATES

222.48K

Sep 30, 24

-23.93K

1.22%

RAYMOND JAMES TRUST N.A.

2.60K

Sep 30, 24

+2.60K

0.01%

M&R CAPITAL MANAGEMENT INC

859

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

55.22K

Jun 30, 24

-1.09K

0.30%

EMFO, LLC

1.43K

Jun 30, 24

0.01%

ICA Group Wealth Management, LLC

421

Jun 30, 24

-961

0.00%

Cetera Advisors LLC

71.90K

Mar 31, 24

+68.18K

0.39%

Benedetti & Gucer, Inc.

10.47K

Mar 31, 24

-2.72K

0.06%

Cetera Advisor Networks LLC

8.71K

Mar 31, 24

-458

0.05%

DB Wealth Management Group, LLC

5.38K

Dec 31, 23

0.03%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

346.11K

Sep 30, 23

+164.14K

1.90%

PATHSTONE FAMILY OFFICE, LLC

73.24K

Sep 30, 23

0.40%

LEO BROKERAGE, LLC

5.97K

Jun 30, 23

+832

0.03%

INVESTMENT MANAGEMENT OF VIRGINIA LLC

212.63K

Mar 31, 23

-5.58K

1.17%

Barber Financial Group, Inc.

10.07K

Mar 31, 23

+1.23K

0.06%

Ahrens Investment Partners LLC

6.26K

Mar 31, 23

-1.20K

0.03%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

117.95K

Dec 31, 22

+6.97K

0.65%

Laurel Wealth Advisors, Inc.

67.25K

Dec 31, 22

-1.54K

0.37%

American Portfolios Advisors

23.72K

Sep 30, 22

+23.72K

0.13%

KerberRose Wealth Management, LLC

22.96K

Jun 30, 22

+22.96K

0.13%

Cordasco Financial Network

1.82K

Jun 30, 22

0.01%

BIVIN & ASSOCIATES, INC.

Jun 30, 22

0.00%

Holloway Wealth Management, LLC

1.06K

Mar 31, 22

0.01%

MIRSKY FINANCIAL MANAGEMENT CORP.

11.20K

Dec 31, 21

-324

0.06%

Crescent Capital Consulting, LLC

500

Dec 31, 21

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-108

Covenant Multifamily Offices, LLC

3.01K

Sep 30, 21

0.02%

Sonora Investment Management, LLC

Sep 30, 21

Winslow, Evans & Crocker, Inc.

3.00K

Dec 31, 20

+800

0.02%

First Allied Advisory Services, Inc.

65.41K

Sep 30, 20

+2.27K

0.36%

Advisor Group, Inc.

44.57K

Dec 31, 19

-35.72K

0.24%

LADENBURG THALMANN FINANCIAL SERVICES INC.

20.00K

Dec 31, 19

-3.12K

0.11%

BB&T SECURITIES, LLC

7.55K

Sep 30, 19

+1.77K

0.04%

Guidant Wealth Advisors

3.10K

Sep 30, 19

0.02%

BKS ADVISORS, LLC

11.99K

Mar 31, 19

+13

0.07%

SII INVESTMENTS INC/WI

4.89K

Dec 31, 17

+1.05K

0.03%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-48.02K

Commonwealth Equity Services, Inc

30.36K

Jun 30, 17

+8.86K

0.17%

MSI Financial Services Inc

12.21K

Dec 31, 16

+693

0.07%

SOCIETE GENERALE

18.20K

Jun 30, 16

+18.20K

0.10%

Investors Capital Advisory Services

5.11K

Jun 30, 16

+5.11K

0.03%