RFG(RFG)
RFG
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 228.91K | Jun 30, 26 | +5.34K | 3.80% |
| LPL Financial LLC | 225.86K | Jun 30, 26 | +44.31K | 3.75% |
| New England Private Wealth Advisors LLC | 185.60K | Jun 30, 26 | +7 | 3.08% |
| WELLS FARGO & COMPANY/MN | 79.51K | Jun 30, 26 | +11.22K | 1.32% |
| Tradewinds, LLC. | 74.95K | Jun 30, 26 | +74.95K | 1.24% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 74.54K | Jun 30, 26 | -240 | 1.24% |
| Twelve Points Wealth Management LLC | 68.09K | Jun 30, 26 | -722 | 1.13% |
| Ameritas Advisory Services, LLC | 54.49K | Jun 30, 26 | +10.01K | 0.90% |
| BANK OF AMERICA CORP /DE/ | 48.13K | Jun 30, 26 | -1.61K | 0.80% |
| Compton Wealth Advisory Group, LLC | 47.50K | Jun 30, 26 | -- | 0.79% |
| COMMONWEALTH EQUITY SERVICES, LLC | 42.82K | Jun 30, 26 | +1.23K | 0.71% |
| ADVISOR GROUP HOLDINGS, INC. | 40.21K | Jun 30, 26 | +19.33K | 0.67% |
| Prosperity Consulting Group, LLC | 39.95K | Jun 30, 26 | -210 | 0.66% |
| UBS Group AG | 36.58K | Jun 30, 26 | -332 | 0.61% |
| NewEdge Advisors, LLC | 30.00K | Jun 30, 26 | +29.36K | 0.50% |
| ROYAL BANK OF CANADA | 29.78K | Jun 30, 26 | +1.65K | 0.49% |
| KPP Advisory Services LLC | 28.55K | Jun 30, 26 | -175 | 0.47% |
| Cetera Investment Advisers | 26.79K | Jun 30, 26 | -210 | 0.44% |
| Cornerstone Financial Group, LLC /NE/ | 25.68K | Jun 30, 26 | -271 | 0.43% |
| RAYMOND JAMES FINANCIAL INC | 25.38K | Jun 30, 26 | -1.32K | 0.42% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24.68K | Jun 30, 26 | -6.78K | 0.41% |
| FMR LLC | 23.87K | Jun 30, 26 | +9.61K | 0.40% |
| STEPHENS INC /AR/ | 23.70K | Jun 30, 26 | -- | 0.39% |
| Kestra Advisory Services, LLC | 21.83K | Jun 30, 26 | -2.42K | 0.36% |
| Cambridge Investment Research Advisors, Inc. | 21.33K | Jun 30, 26 | -2.13K | 0.35% |
| CI Private Wealth, LLC | 21.00K | Jun 30, 26 | -1.17K | 0.35% |
| HighTower Advisors, LLC | 18.54K | Jun 30, 26 | +716 | 0.31% |
| INDEPENDENT FINANCIAL GROUP, LLC | 18.49K | Jun 30, 26 | -288 | 0.31% |
| Commonwealth Financial Services, LLC | 17.13K | Jun 30, 26 | -205 | 0.28% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 15.87K | Jun 30, 26 | +423 | 0.26% |
| Tempo Wealth, LLC | 15.32K | Jun 30, 26 | -329 | 0.25% |
| Sowell Financial Services LLC | 14.66K | Jun 30, 26 | -- | 0.24% |
| M Holdings Securities, Inc. | 14.10K | Jun 30, 26 | +318 | 0.23% |
| VISTA INVESTMENT PARTNERS LLC | 11.87K | Jun 30, 26 | +154 | 0.20% |
| WILLNER & HELLER, LLC | 11.55K | Jun 30, 26 | +2 | 0.19% |
| PACIFIC SUN FINANCIAL CORP | 11.38K | Jun 30, 26 | -180 | 0.19% |
| Connecticut Wealth Management, LLC | 11.32K | Jun 30, 26 | -- | 0.19% |
| MERCER GLOBAL ADVISORS INC /ADV | 10.31K | Jun 30, 26 | -79 | 0.17% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.54K | Jun 30, 26 | -535 | 0.16% |
| Pinnacle Financial Partners, Inc. | 9.01K | Jun 30, 26 | +1 | 0.15% |
| Ballentine Partners, LLC | 8.73K | Jun 30, 26 | -- | 0.14% |
| JONES FINANCIAL COMPANIES LLLP | 8.72K | Jun 30, 26 | +3.30K | 0.14% |
| Dale Q Rice Investment Management Ltd | 8.60K | Jun 30, 26 | -1.31K | 0.14% |
| ENVESTNET ASSET MANAGEMENT INC | 8.15K | Jun 30, 26 | +144 | 0.14% |
| GOLDMAN SACHS GROUP INC | 7.33K | Jun 30, 26 | -8.30K | 0.12% |
| HighPoint Advisor Group LLC | 7.23K | Jun 30, 26 | -- | 0.12% |
| Fiduciary Alliance LLC | 7.16K | Jun 30, 26 | +1.18K | 0.12% |
| Jacobi Capital Management LLC | 6.94K | Jun 30, 26 | +1 | 0.12% |
| Ironwood Investment Counsel, LLC | 6.90K | Jun 30, 26 | -- | 0.11% |
| Merit Financial Group, LLC | 6.89K | Jun 30, 26 | -- | 0.11% |
| American Institute for Advanced Investment Management, LLP | 6.87K | Jun 30, 26 | -- | 0.11% |
| STIFEL FINANCIAL CORP | 6.68K | Jun 30, 26 | -101 | 0.11% |
| OPPENHEIMER & CO INC | 6.67K | Jun 30, 26 | -- | 0.11% |
| COMMERCE BANK | 6.51K | Jun 30, 26 | -- | 0.11% |
| Financial Synergies Wealth Advisors, Inc. | 6.39K | Jun 30, 26 | -2.05K | 0.11% |
| CARY STREET PARTNERS FINANCIAL LLC | 6.25K | Jun 30, 26 | -- | 0.10% |
| Genesis Wealth Advisors, LLC | 5.57K | Jun 30, 26 | -- | 0.09% |
| CITIZENS FINANCIAL GROUP INC/RI | 5.47K | Jun 30, 26 | -- | 0.09% |
| Heritage Trust Co | 5.27K | Jun 30, 26 | -507 | 0.09% |
| Integrated Wealth Concepts LLC | 5.21K | Jun 30, 26 | -- | 0.09% |
| Rockefeller Capital Management L.P. | 5.18K | Jun 30, 26 | +75 | 0.09% |
| Private Advisor Group, LLC | 5.13K | Jun 30, 26 | +5.13K | 0.09% |
| WESBANCO BANK INC | 5.00K | Jun 30, 26 | -- | 0.08% |
| CAHILL FINANCIAL ADVISORS INC | 4.92K | Jun 30, 26 | -- | 0.08% |
| FIFTH THIRD BANCORP | 4.85K | Jun 30, 26 | -- | 0.08% |
| Segment Wealth Management, LLC | 4.83K | Jun 30, 26 | -- | 0.08% |
| Badgley Phelps Wealth Managers, LLC | 4.82K | Jun 30, 26 | -- | 0.08% |
| CAPTRUST FINANCIAL ADVISORS | 4.64K | Jun 30, 26 | -- | 0.08% |
| Glassman Wealth Services | 4.63K | Jun 30, 26 | -- | 0.08% |
| Colony Group, LLC | 4.31K | Jun 30, 26 | +4.31K | 0.07% |
| AMERIPRISE FINANCIAL INC | 3.99K | Jun 30, 26 | -361 | 0.07% |
| GREENLEAF TRUST | 3.98K | Jun 30, 26 | -- | 0.07% |
| Creative Planning | 3.86K | Jun 30, 26 | -75 | 0.06% |
| FLAGSHIP HARBOR ADVISORS, LLC | 3.80K | Jun 30, 26 | -2 | 0.06% |
| Equitable Holdings, Inc. | 3.78K | Jun 30, 26 | -1.07K | 0.06% |
| J.W. COLE ADVISORS, INC. | 3.58K | Jun 30, 26 | -718 | 0.06% |
| BRIGHTON JONES LLC | 3.57K | Jun 30, 26 | +3.57K | 0.06% |
| Goelzer Investment Management, Inc. | 3.51K | Jun 30, 26 | +3.51K | 0.06% |
| RMR Wealth Builders | 3.51K | Jun 30, 26 | +3.51K | 0.06% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 3.50K | Jun 30, 26 | +3.50K | 0.06% |
| Fortitude Advisory Group L.L.C. | 3.30K | Jun 30, 26 | +3.30K | 0.05% |
| MEMBERS WEALTH LLC | 3.27K | Jun 30, 26 | +3.27K | 0.05% |
| Truepoint, Inc. | 3.27K | Jun 30, 26 | +3.27K | 0.05% |
| SAGE RHINO CAPITAL LLC | 3.17K | Jun 30, 26 | +3.17K | 0.05% |
| Spire Wealth Management | 3.15K | Jun 30, 26 | -- | 0.05% |
| Caldwell Trust Co | 2.85K | Jun 30, 26 | -- | 0.05% |
| SALEM INVESTMENT COUNSELORS INC | 2.50K | Jun 30, 26 | -- | 0.04% |
| Trust Co | 2.27K | Jun 30, 26 | -- | 0.04% |
| HOWE & RUSLING INC | 1.88K | Jun 30, 26 | -- | 0.03% |
| GHP Investment Advisors, Inc. | 1.74K | Jun 30, 26 | -- | 0.03% |
| CITIGROUP INC | 1.72K | Jun 30, 26 | -466 | 0.03% |
| Hughes Financial Services, LLC | 1.61K | Jun 30, 26 | -- | 0.03% |
| Godfrey Financial Associates, Inc. | 1.11K | Jun 30, 26 | -- | 0.02% |
| Farther Finance Advisors, LLC | 1.04K | Jun 30, 26 | -- | 0.02% |
| TRUST CO OF TOLEDO NA /OH/ | 1.02K | Jun 30, 26 | -- | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 878 | Jun 30, 26 | -- | 0.01% |
| BLAIR WILLIAM & CO/IL | 859 | Jun 30, 26 | -- | 0.01% |
| Robinswood Financial LLC | 765 | Jun 30, 26 | -- | 0.01% |
| Glen Eagle Advisors, LLC | 755 | Jun 30, 26 | +252 | 0.01% |
| TOTH FINANCIAL ADVISORY CORP | 750 | Jun 30, 26 | -- | 0.01% |
| Topsail Wealth Management, LLC | 750 | Jun 30, 26 | -- | 0.01% |
| IFP Advisors, Inc | 676 | Jun 30, 26 | -- | 0.01% |
| VALLEY NATIONAL ADVISERS INC | 540 | Jun 30, 26 | -- | 0.01% |
| JPMORGAN CHASE & CO | 500 | Jun 30, 26 | -- | 0.01% |
| EVOLUTION WEALTH MANAGEMENT INC. | 500 | Jun 30, 26 | -- | 0.01% |
| Steward Partners Investment Advisory, LLC | 430 | Jun 30, 26 | +140 | 0.01% |
| Parallel Advisors, LLC | 342 | Jun 30, 26 | -- | 0.01% |
| Main Street Group, LTD | 325 | Jun 30, 26 | -- | 0.01% |
| Pflug Koory, LLC | 311 | Jun 30, 26 | -- | 0.01% |
| Rossby Financial, LCC | 280 | Jun 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 260 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 250 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 248 | Jun 30, 26 | -2 | 0.00% |
| Kings Path Partners LLC | 230 | Jun 30, 26 | +230 | 0.00% |
| Founders Financial Alliance, LLC | 193 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 88 | Jun 30, 26 | +88 | 0.00% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 47 | Jun 30, 26 | -- | 0.00% |
| Global View Capital Management LLC | -- | Jun 30, 26 | -23.36K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -5.14K | -- |
| Ritter Daniher Financial Advisory LLC / DE | -- | Jun 30, 26 | -717 | -- |
| BALLAST ADVISORS LLC | -- | Jun 30, 26 | -649 | -- |
| HERITAGE OAK WEALTH ADVISORS LLC | -- | Jun 30, 26 | -3.93K | -- |
| IMC-Chicago, LLC | -- | Jun 30, 26 | -7.73K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.00K | -- |
| Horizons Wealth Management | 1.35K | Mar 31, 26 | -- | 0.02% |
| Sunbelt Securities, Inc. | 884 | Mar 31, 26 | -- | 0.01% |
| CWM, LLC | 215 | Mar 31, 26 | -- | 0.00% |
| McIlrath & Eck, LLC | 50 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 4.85K | Dec 31, 25 | -- | 0.08% |
| GPS Wealth Strategies Group, LLC | 255 | Dec 31, 25 | -1.16K | 0.00% |
| CIBC Private Wealth Group, LLC | 203 | Dec 31, 25 | -- | 0.00% |
| SYNOVUS FINANCIAL CORP | 9.00K | Sep 30, 25 | +7 | 0.15% |
| AllSquare Wealth Management LLC | 1.52K | Sep 30, 25 | -- | 0.03% |
| Northeast Financial Consultants Inc | 21.00K | Jun 30, 25 | -- | 0.35% |
| Christopher J. Hasenberg, Inc | 260 | Jun 30, 25 | -344 | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -1.03K | -- |
| Raymond James Financial Services Advisors, Inc. | 21.32K | Sep 30, 24 | -365 | 0.35% |
| RAYMOND JAMES & ASSOCIATES | 6.88K | Sep 30, 24 | +392 | 0.11% |
| Argent Financial Group, Inc. | 5.78K | Sep 30, 24 | +5.78K | 0.10% |
| Cetera Advisors LLC | 6.75K | Mar 31, 24 | +6.75K | 0.11% |
| Cetera Advisor Networks LLC | 3.99K | Mar 31, 24 | +3.99K | 0.07% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 50.73K | Dec 31, 23 | -5.91K | 0.84% |
| PROVENCE WEALTH MANAGEMENT GROUP | 1.30K | Dec 31, 23 | -160 | 0.02% |
| Financial Architects, Inc | 4.05K | Jun 30, 23 | +25 | 0.07% |
| Kalos Management, Inc. | 27 | Jun 30, 23 | -- | 0.00% |
| American Portfolios Advisors | 93 | Sep 30, 22 | +93 | 0.00% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 3.37K | Dec 31, 21 | -- | 0.06% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -17 | -- |
| Ameritas Investment Company, LLC | 12.14K | Sep 30, 21 | +172 | 0.20% |
| SECURITY NATIONAL TRUST CO | 30 | Sep 30, 21 | -- | 0.00% |
| FCG ADVISORS, LLC | 1.59K | Sep 30, 20 | +1.59K | 0.03% |
| First Allied Advisory Services, Inc. | -- | Sep 30, 20 | -1.70K | -- |
| Stratford Consulting, LLC | 34 | Mar 31, 20 | +1 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.74K | Dec 31, 19 | -1.02K | 0.05% |
| Advisor Group, Inc. | 2.46K | Dec 31, 19 | +36 | 0.04% |
| NEXT Financial Holdings | 100 | Mar 31, 19 | +100 | 0.00% |