REGL(REGL)
REGL
Institutional Ownership
Top 317 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 2.21M | Jun 30, 26 | -113.07K | 11.89% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1.94M | Jun 30, 26 | -87.38K | 10.40% |
| RAYMOND JAMES FINANCIAL INC | 651.90K | Jun 30, 26 | -59.63K | 3.50% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 632.63K | Jun 30, 26 | +29.29K | 3.40% |
| LPL Financial LLC | 627.67K | Jun 30, 26 | -12.47K | 3.37% |
| BANK OF AMERICA CORP /DE/ | 506.63K | Jun 30, 26 | -37.26K | 2.72% |
| WELLS FARGO & COMPANY/MN | 391.11K | Jun 30, 26 | -3.62K | 2.10% |
| ROYAL BANK OF CANADA | 303.23K | Jun 30, 26 | -15.49K | 1.63% |
| Baird Financial Group, Inc. | 300.97K | Jun 30, 26 | -1.21K | 1.62% |
| UBS Group AG | 265.46K | Jun 30, 26 | -6.69K | 1.43% |
| Modern Wealth Management, LLC | 259.80K | Jun 30, 26 | +152.30K | 1.40% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 253.58K | Jun 30, 26 | +9.78K | 1.36% |
| TOTH FINANCIAL ADVISORY CORP | 233.28K | Jun 30, 26 | +4.97K | 1.25% |
| AMERIPRISE FINANCIAL INC | 231.52K | Jun 30, 26 | +3.63K | 1.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 188.57K | Jun 30, 26 | -1.02K | 1.01% |
| FAS Wealth Partners, Inc. | 136.65K | Jun 30, 26 | +32.55K | 0.73% |
| ENVESTNET ASSET MANAGEMENT INC | 134.13K | Jun 30, 26 | -2.75K | 0.72% |
| ADVISOR GROUP HOLDINGS, INC. | 126.37K | Jun 30, 26 | +16.53K | 0.68% |
| Bucket List Wealth Management, LLC | 109.48K | Jun 30, 26 | +33.56K | 0.59% |
| Dogwood Wealth Management LLC | 107.26K | Jun 30, 26 | +10.94K | 0.58% |
| JONES FINANCIAL COMPANIES LLLP | 89.31K | Jun 30, 26 | +2.82K | 0.48% |
| Cambridge Investment Research Advisors, Inc. | 80.47K | Jun 30, 26 | +2.79K | 0.43% |
| SMITH, MOORE & CO. | 80.02K | Jun 30, 26 | -1.93K | 0.43% |
| Pathstone Holdings, LLC | 72.81K | Jun 30, 26 | +74 | 0.39% |
| STIFEL FINANCIAL CORP | 70.15K | Jun 30, 26 | -57.02K | 0.38% |
| Janney Montgomery Scott LLC | 66.35K | Jun 30, 26 | -123 | 0.36% |
| Cascade Financial Partners, LLC | 61.15K | Jun 30, 26 | +4.66K | 0.33% |
| Cetera Investment Advisers | 60.63K | Jun 30, 26 | +4.23K | 0.33% |
| SILVER OAK SECURITIES, INCORPORATED | 58.10K | Jun 30, 26 | +1.19K | 0.31% |
| Gladstone Institutional Advisory LLC | 57.75K | Jun 30, 26 | +1.06K | 0.31% |
| Jacobi Capital Management LLC | 55.81K | Jun 30, 26 | -512 | 0.30% |
| Capital Advisors, Ltd. LLC | 53.47K | Jun 30, 26 | -156 | 0.29% |
| Connecticut Wealth Management, LLC | 51.39K | Jun 30, 26 | -8.83K | 0.28% |
| BLAIR WILLIAM & CO/IL | 51.13K | Jun 30, 26 | +26.36K | 0.27% |
| Sanctuary Advisors, LLC | 49.83K | Jun 30, 26 | +1.06K | 0.27% |
| LMG Wealth Partners, LLC | 46.37K | Jun 30, 26 | +3.65K | 0.25% |
| Pensionmark Financial Group, LLC | 44.75K | Jun 30, 26 | -- | 0.24% |
| Landmark Wealth Management, LLC | 42.34K | Jun 30, 26 | +2.19K | 0.23% |
| Merit Financial Group, LLC | 41.18K | Jun 30, 26 | -9.15K | 0.22% |
| Avant Capital LLC | 41.09K | Jun 30, 26 | -2.63K | 0.22% |
| HARBOUR INVESTMENTS, INC. | 40.52K | Jun 30, 26 | +861 | 0.22% |
| BENJAMIN EDWARDS INC | 39.91K | Jun 30, 26 | -64.67K | 0.21% |
| Rockefeller Capital Management L.P. | 39.90K | Jun 30, 26 | +205 | 0.21% |
| PINNACLE ASSOCIATES LTD | 38.30K | Jun 30, 26 | +4.36K | 0.21% |
| United Advisor Group, LLC | 38.20K | Jun 30, 26 | +298 | 0.21% |
| Kerntke Otto McGlone Wealth Management Group | 38.10K | Jun 30, 26 | -1.23K | 0.20% |
| Essex Financial Services, Inc. | 37.56K | Jun 30, 26 | -509 | 0.20% |
| Ameritas Advisory Services, LLC | 37.42K | Jun 30, 26 | +17.52K | 0.20% |
| TRUIST FINANCIAL CORP | 36.70K | Jun 30, 26 | -2.75K | 0.20% |
| Premier Path Wealth Partners, LLC | 35.68K | Jun 30, 26 | +7.95K | 0.19% |
| Clear Creek Financial Management, LLC | 31.57K | Jun 30, 26 | +2.08K | 0.17% |
| Brookstone Capital Management | 30.52K | Jun 30, 26 | +30.52K | 0.16% |
| Summit Wealth Partners, LLC | 29.47K | Jun 30, 26 | -1.66K | 0.16% |
| PRINCIPAL SECURITIES, INC. | 29.02K | Jun 30, 26 | -1.55K | 0.16% |
| Dynamic Advisor Solutions LLC | 28.98K | Jun 30, 26 | +2.36K | 0.16% |
| Biondo Investment Advisors, LLC | 28.94K | Jun 30, 26 | +2.29K | 0.16% |
| R2 Capital Strategies, LLC | 28.81K | Jun 30, 26 | +28.81K | 0.15% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24.50K | Jun 30, 26 | +4.85K | 0.13% |
| HighTower Advisors, LLC | 23.37K | Jun 30, 26 | -455 | 0.13% |
| Visionary Wealth Advisors | 22.22K | Jun 30, 26 | -1.53K | 0.12% |
| Core Wealth Advisors, Inc. | 21.80K | Jun 30, 26 | +799 | 0.12% |
| PMG Wealth Management, Inc. | 21.39K | Jun 30, 26 | +101 | 0.11% |
| VERUS CAPITAL PARTNERS, LLC | 21.07K | Jun 30, 26 | -1.06K | 0.11% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20.59K | Jun 30, 26 | +12.52K | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19.56K | Jun 30, 26 | +19.56K | 0.11% |
| Tower Wealth Partners, Inc. | 19.00K | Jun 30, 26 | +2.33K | 0.10% |
| PFG Investments, LLC | 18.48K | Jun 30, 26 | +18 | 0.10% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16.92K | Jun 30, 26 | +2.30K | 0.09% |
| Royal Capital Wealth Management, LLC | 16.45K | Jun 30, 26 | +7 | 0.09% |
| Virtu Financial LLC | 15.86K | Jun 30, 26 | +15.86K | 0.09% |
| MERCER GLOBAL ADVISORS INC /ADV | 15.83K | Jun 30, 26 | -4.99K | 0.09% |
| Private Advisor Group, LLC | 15.58K | Jun 30, 26 | -1.55K | 0.08% |
| NewEdge Advisors, LLC | 15.56K | Jun 30, 26 | +1.37K | 0.08% |
| WEDBUSH SECURITIES INC | 14.46K | Jun 30, 26 | -468 | 0.08% |
| ROMAN BUTLER FULLERTON & CO | 14.45K | Jun 30, 26 | +453 | 0.08% |
| Atlas Brown,Inc. | 13.90K | Jun 30, 26 | -834 | 0.07% |
| Intrepid Financial Planning Group LLC | 13.79K | Jun 30, 26 | -182 | 0.07% |
| MSH Capital Advisors LLC | 13.78K | Jun 30, 26 | +2.28K | 0.07% |
| Quad-Cities Investment Group, LLC | 13.10K | Jun 30, 26 | -799 | 0.07% |
| Anson Capital, Inc. | 12.58K | Jun 30, 26 | +1.59K | 0.07% |
| MML INVESTORS SERVICES, LLC | 11.96K | Jun 30, 26 | -3.18K | 0.06% |
| HOLLENCREST CAPITAL MANAGEMENT | 11.83K | Jun 30, 26 | -- | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11.77K | Jun 30, 26 | +2.99K | 0.06% |
| Waverly Advisors, LLC | 11.50K | Jun 30, 26 | +27 | 0.06% |
| KRAEMATON INVESTMENT ADVISORS, INC | 11.01K | Jun 30, 26 | +25 | 0.06% |
| WealthPlan Investment Management, LLC | 10.72K | Jun 30, 26 | +175 | 0.06% |
| Creative Planning | 10.51K | Jun 30, 26 | -589 | 0.06% |
| Nova Wealth Management, Inc. | 10.46K | Jun 30, 26 | -152 | 0.06% |
| Jackson, Grant Investment Advisers, Inc. | 10.20K | Jun 30, 26 | +25 | 0.05% |
| Clarus Wealth Advisors | 10.20K | Jun 30, 26 | +1.48K | 0.05% |
| FMR LLC | 10.03K | Jun 30, 26 | +1.33K | 0.05% |
| Steward Partners Investment Advisory, LLC | 9.91K | Jun 30, 26 | +1.19K | 0.05% |
| COZAD ASSET MANAGEMENT INC | 9.81K | Jun 30, 26 | -285 | 0.05% |
| NewEdge Wealth, LLC | 9.58K | Jun 30, 26 | -- | 0.05% |
| Tempus Wealth Planning, LLC | 9.47K | Jun 30, 26 | +381 | 0.05% |
| Harvest Investment Services, LLC | 9.44K | Jun 30, 26 | +580 | 0.05% |
| Signature Wealth Management Partners, LLC | 9.29K | Jun 30, 26 | +1.06K | 0.05% |
| Intentional Wealth Strategies, LLC | 9.22K | Jun 30, 26 | -1.27K | 0.05% |
| Capital Investment Advisors, LLC | 8.99K | Jun 30, 26 | -766 | 0.05% |
| Northwest Financial Advisors | 8.60K | Jun 30, 26 | +7 | 0.05% |
| Key FInancial Inc | 8.51K | Jun 30, 26 | -225 | 0.05% |
| Parcion Private Wealth LLC | 8.35K | Jun 30, 26 | -- | 0.04% |
| XTX Topco Ltd | 8.31K | Jun 30, 26 | +8.31K | 0.04% |
| RDA Financial Network | 8.19K | Jun 30, 26 | +939 | 0.04% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 8.04K | Jun 30, 26 | +425 | 0.04% |
| L & S Advisors Inc | 7.86K | Jun 30, 26 | -230 | 0.04% |
| CFS Investment Advisory Services, LLC | 7.63K | Jun 30, 26 | -1 | 0.04% |
| J.W. COLE ADVISORS, INC. | 7.37K | Jun 30, 26 | -431 | 0.04% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 6.56K | Jun 30, 26 | -- | 0.04% |
| Westfuller Advisors, LLC | 6.48K | Jun 30, 26 | +33 | 0.03% |
| PERSPECTIVE WEALTH ADVISORS LLC | 6.44K | Jun 30, 26 | -3.54K | 0.03% |
| FIFTH THIRD BANCORP | 6.42K | Jun 30, 26 | +1.90K | 0.03% |
| Geneos Wealth Management Inc. | 6.37K | Jun 30, 26 | -85 | 0.03% |
| Heritage Wealth Management, Inc. | 6.32K | Jun 30, 26 | +98 | 0.03% |
| Kestra Advisory Services, LLC | 6.23K | Jun 30, 26 | -3.26K | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 6.19K | Jun 30, 26 | +1.87K | 0.03% |
| GREAT VALLEY ADVISOR GROUP, INC. | 5.94K | Jun 30, 26 | -566 | 0.03% |
| Integrated Wealth Concepts LLC | 5.93K | Jun 30, 26 | +1.05K | 0.03% |
| S.A. Mason LLC | 5.88K | Jun 30, 26 | -- | 0.03% |
| Mystic Asset Management, Inc. | 5.84K | Jun 30, 26 | -100 | 0.03% |
| WESBANCO BANK INC | 5.80K | Jun 30, 26 | -- | 0.03% |
| DAVENPORT & Co LLC | 5.58K | Jun 30, 26 | -25 | 0.03% |
| JPMORGAN CHASE & CO | 5.50K | Jun 30, 26 | -1.21K | 0.03% |
| Redhawk Wealth Advisors, Inc. | 5.48K | Jun 30, 26 | -192 | 0.03% |
| Sowell Financial Services LLC | 5.32K | Jun 30, 26 | +14 | 0.03% |
| US BANCORP \DE\ | 5.26K | Jun 30, 26 | +1.20K | 0.03% |
| HARBOR INVESTMENT ADVISORY, LLC | 5.09K | Jun 30, 26 | +840 | 0.03% |
| Retirement Planning Co of New England, Inc. | 5.02K | Jun 30, 26 | -- | 0.03% |
| Pathway Financial Advisers, LLC | 4.93K | Jun 30, 26 | +12 | 0.03% |
| PSI Advisors, LLC | 4.91K | Jun 30, 26 | -215 | 0.03% |
| TWO SIGMA INVESTMENTS, LP | 4.90K | Jun 30, 26 | -46.40K | 0.03% |
| OPPENHEIMER & CO INC | 4.82K | Jun 30, 26 | -39 | 0.03% |
| HEADINVEST, LLC | 4.77K | Jun 30, 26 | -450 | 0.03% |
| Chicago Partners Investment Group LLC | 4.72K | Jun 30, 26 | +1.52K | 0.03% |
| tru Independence LLC | 4.66K | Jun 30, 26 | -1.10K | 0.03% |
| Equitable Holdings, Inc. | 4.60K | Jun 30, 26 | -20 | 0.02% |
| INDEPENDENT FINANCIAL GROUP, LLC | 4.58K | Jun 30, 26 | +2 | 0.02% |
| Key Client Fiduciary Advisors, LLC | 4.53K | Jun 30, 26 | +2 | 0.02% |
| Cyndeo Wealth Partners, LLC | 4.46K | Jun 30, 26 | -22 | 0.02% |
| Patten Group, Inc. | 4.44K | Jun 30, 26 | +88 | 0.02% |
| FLAGSHIP HARBOR ADVISORS, LLC | 4.40K | Jun 30, 26 | -279 | 0.02% |
| Keystone Financial Services, LLC | 4.37K | Jun 30, 26 | +187 | 0.02% |
| Silver Grove Financial Group, Inc. | 4.23K | Jun 30, 26 | +7 | 0.02% |
| Well Done, LLC | 4.19K | Jun 30, 26 | -- | 0.02% |
| TriaGen Wealth Management LLC | 4.17K | Jun 30, 26 | -- | 0.02% |
| WealthBridge Capital Management, LLC | 4.14K | Jun 30, 26 | +17 | 0.02% |
| Azimuth Capital Investment Management LLC | 4.13K | Jun 30, 26 | +650 | 0.02% |
| COFG Advisors, LLC | 4.08K | Jun 30, 26 | +4.08K | 0.02% |
| Hartford Financial Management Inc. | 4.00K | Jun 30, 26 | -- | 0.02% |
| WMS Group LLC | 4.00K | Jun 30, 26 | -- | 0.02% |
| Montis Financial, LLC | 3.96K | Jun 30, 26 | +9 | 0.02% |
| Prospera Financial Services Inc | 3.90K | Jun 30, 26 | -987 | 0.02% |
| KPP Advisory Services LLC | 3.84K | Jun 30, 26 | -472 | 0.02% |
| CALDWELL SUTTER CAPITAL, INC. | 3.78K | Jun 30, 26 | +79 | 0.02% |
| B. Riley Wealth Advisors, Inc. | 3.67K | Jun 30, 26 | -201 | 0.02% |
| TICINO WEALTH | 3.65K | Jun 30, 26 | -1.75K | 0.02% |
| VICTORY FINANCIAL GROUP, LLC | 3.59K | Jun 30, 26 | +3.59K | 0.02% |
| Moors & Cabot, Inc. | 3.52K | Jun 30, 26 | +145 | 0.02% |
| CI Private Wealth, LLC | 3.50K | Jun 30, 26 | -- | 0.02% |
| Mariner, LLC | 3.45K | Jun 30, 26 | +3 | 0.02% |
| Integrity Advisory Solutions, LLC | 3.44K | Jun 30, 26 | +523 | 0.02% |
| Rossmore Private Capital | 3.42K | Jun 30, 26 | -- | 0.02% |
| GILPIN WEALTH MANAGEMENT, LLC | 3.27K | Jun 30, 26 | -200 | 0.02% |
| Martin Capital Partners, LLC | 3.26K | Jun 30, 26 | -217 | 0.02% |
| Essex Savings Bank | 3.26K | Jun 30, 26 | -700 | 0.02% |
| HUNTINGTON NATIONAL BANK | 3.23K | Jun 30, 26 | -- | 0.02% |
| BESSEMER GROUP INC | 3.17K | Jun 30, 26 | -- | 0.02% |
| Acorn Wealth Advisors, LLC | 3.17K | Jun 30, 26 | -8 | 0.02% |
| American Money Management, LLC | 3.16K | Jun 30, 26 | -58 | 0.02% |
| CULLEN/FROST BANKERS, INC. | 2.87K | Jun 30, 26 | +14 | 0.02% |
| LYELL WEALTH MANAGEMENT, LP | 2.87K | Jun 30, 26 | +2.87K | 0.02% |
| QTR Family Wealth, LLC | 2.79K | Jun 30, 26 | +8 | 0.01% |
| Duncan Williams Asset Management, LLC | 2.69K | Jun 30, 26 | +2.69K | 0.01% |
| Spire Wealth Management | 2.67K | Jun 30, 26 | +5 | 0.01% |
| Advisory Services Network, LLC | 2.63K | Jun 30, 26 | -- | 0.01% |
| Fortis Capital Management LLC | 2.59K | Jun 30, 26 | +13 | 0.01% |
| Empire Financial Management Company, LLC | 2.54K | Jun 30, 26 | -69 | 0.01% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 2.51K | Jun 30, 26 | +4 | 0.01% |
| BROWN ADVISORY INC | 2.50K | Jun 30, 26 | +2.50K | 0.01% |
| Quantinno Capital Management LP | 2.48K | Jun 30, 26 | -593 | 0.01% |
| Mission Hills Financial Advisory, LLC | 2.48K | Jun 30, 26 | +2 | 0.01% |
| IHT Wealth Management, LLC | 2.47K | Jun 30, 26 | -65 | 0.01% |
| Savvy Advisors, Inc. | 2.45K | Jun 30, 26 | -78 | 0.01% |
| HOWE & RUSLING INC | 2.44K | Jun 30, 26 | +159 | 0.01% |
| Centerpoint Advisory Group | 2.42K | Jun 30, 26 | -- | 0.01% |
| PRIVATE TRUST CO NA | 2.36K | Jun 30, 26 | +7 | 0.01% |
| Sovran Advisors, LLC | 2.27K | Jun 30, 26 | -- | 0.01% |
| Meridian Financial, LLC | 2.26K | Jun 30, 26 | -97 | 0.01% |
| Marin Bay Wealth Advisors, LLC | 2.24K | Jun 30, 26 | +2.24K | 0.01% |
| Atlas Wealth LLC | 2.23K | Jun 30, 26 | +2.23K | 0.01% |
| Ausdal Financial Partners, Inc. | 2.21K | Jun 30, 26 | -210 | 0.01% |
| Fountainhead AM, LLC | 2.19K | Jun 30, 26 | +2.19K | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 2.19K | Jun 30, 26 | -- | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 2.17K | Jun 30, 26 | +2.17K | 0.01% |
| GAMMA Investing LLC | 2.02K | Jun 30, 26 | -- | 0.01% |
| Tower Research Capital LLC (TRC) | 1.43K | Jun 30, 26 | +1.43K | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.41K | Jun 30, 26 | +21 | 0.01% |
| Clearstead Advisors, LLC | 1.35K | Jun 30, 26 | -- | 0.01% |
| CENTAURUS FINANCIAL, INC. | 1.34K | Jun 30, 26 | +1.34K | 0.01% |
| Global Retirement Partners, LLC | 1.24K | Jun 30, 26 | +1.24K | 0.01% |
| Russell Investments Group, Ltd. | 1.04K | Jun 30, 26 | +351 | 0.01% |
| WHITTIER TRUST CO OF NEVADA INC | 1.04K | Jun 30, 26 | -- | 0.01% |
| Smartleaf Asset Management LLC | 1.03K | Jun 30, 26 | -- | 0.01% |
| Farther Finance Advisors, LLC | 1.01K | Jun 30, 26 | -3.00K | 0.01% |
| Atlantic Union Bankshares Corp | 1.00K | Jun 30, 26 | -- | 0.01% |
| IFG Advisory, LLC | 935 | Jun 30, 26 | +935 | 0.01% |
| Larson Financial Group LLC | 842 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 828 | Jun 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 798 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 611 | Jun 30, 26 | -- | 0.00% |
| Asset Dedication, LLC | 450 | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 400 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 382 | Jun 30, 26 | -- | 0.00% |
| TD Waterhouse Canada Inc. | 380 | Jun 30, 26 | -- | 0.00% |
| BFSG, LLC | 351 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 284 | Jun 30, 26 | -1.06K | 0.00% |
| Sunrise Financial Services, LLC | 270 | Jun 30, 26 | -- | 0.00% |
| Vermillion Wealth Management, Inc. | 261 | Jun 30, 26 | -- | 0.00% |
| Buck Wealth Strategies, LLC | 242 | Jun 30, 26 | +242 | 0.00% |
| CENTRAL TRUST Co | 222 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 217 | Jun 30, 26 | -- | 0.00% |
| Napier Financial, LLC | 204 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 193 | Jun 30, 26 | -24 | 0.00% |
| Rosenberg Matthew Hamilton | 192 | Jun 30, 26 | -- | 0.00% |
| Nemes Rush Group LLC | 177 | Jun 30, 26 | -- | 0.00% |
| Signature Equity Partners, LLC | 174 | Jun 30, 26 | -22 | 0.00% |
| Copia Wealth Management | 167 | Jun 30, 26 | -- | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 148 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 142 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 134 | Jun 30, 26 | -- | 0.00% |
| Pinnacle Bancorp, Inc. | 100 | Jun 30, 26 | -- | 0.00% |
| REXFORD CAPITAL INC | 91 | Jun 30, 26 | +91 | 0.00% |
| PlanVest Financial, Inc | 88 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 87 | Jun 30, 26 | -- | 0.00% |
| First Command Advisory Services, Inc. | 85 | Jun 30, 26 | -- | 0.00% |
| Main Street Group, LTD | 15 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 12 | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 12 | Jun 30, 26 | +2 | 0.00% |
| Spectrum Wealth Advisory Group, LLC | 8 | Jun 30, 26 | +8 | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 8 | Jun 30, 26 | +8 | 0.00% |
| Cape Investment Advisory, Inc. | 5 | Jun 30, 26 | +5 | 0.00% |
| CoreCap Advisors, LLC | -- | Jun 30, 26 | -98 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -815 | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -896 | -- |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | -- | Jun 30, 26 | -14.36K | -- |
| Key Capital Management, INC | -- | Jun 30, 26 | -32 | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -120 | -- |
| COUNTRY TRUST BANK | -- | Jun 30, 26 | -130 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -1.33K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -8 | -- |
| MidFirst Bank | -- | Jun 30, 26 | -222 | -- |
| PFG Advisors | -- | Jun 30, 26 | -2.44K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -54 | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -8.90K | -- |
| Colonial Trust Co / SC | -- | Jun 30, 26 | -2.50K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -254 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -3.46K | -- |
| RAM Investment Partners, LLC | -- | Jun 30, 26 | -4.10K | -- |
| Anchor Investment Management, LLC | 3.30K | Mar 31, 26 | -- | 0.02% |
| CWM, LLC | 1.76K | Mar 31, 26 | +2 | 0.01% |
| Sunbelt Securities, Inc. | 1.37K | Mar 31, 26 | -- | 0.01% |
| McIlrath & Eck, LLC | 180 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 7.03K | Dec 31, 25 | -7.06K | 0.04% |
| PURE PORTFOLIOS HOLDINGS LLC | 5.13K | Dec 31, 25 | +18 | 0.03% |
| 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 | 0.15% |
| Tyler-Stone Wealth Management | 13.88K | Jun 30, 25 | +57 | 0.07% |
| 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 | 2.27% |
| RAYMOND JAMES & ASSOCIATES | 222.48K | Sep 30, 24 | -23.93K | 1.20% |
| 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 | 1.86% |
| PATHSTONE FAMILY OFFICE, LLC | 73.24K | Sep 30, 23 | -- | 0.39% |
| LEO BROKERAGE, LLC | 5.97K | Jun 30, 23 | +832 | 0.03% |
| INVESTMENT MANAGEMENT OF VIRGINIA LLC | 212.63K | Mar 31, 23 | -5.58K | 1.14% |
| Barber Financial Group, Inc. | 10.07K | Mar 31, 23 | +1.23K | 0.05% |
| 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 | 0.63% |
| Laurel Wealth Advisors, Inc. | 67.25K | Dec 31, 22 | -1.54K | 0.36% |
| American Portfolios Advisors | 23.72K | Sep 30, 22 | +23.72K | 0.13% |
| KerberRose Wealth Management, LLC | 22.96K | Jun 30, 22 | +22.96K | 0.12% |
| 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 | 0.35% |
| 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 | 0.06% |
| 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 | 0.16% |
| 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% |