SHM

Institutional Ownership

Top 601 Institutional Holders
HolderSharesDateChange% Held
BANK OF AMERICA CORP /DE/21.77MJun 30, 26+441.22K29.88%
GOLDMAN SACHS GROUP INC5.40MJun 30, 26+249.39K7.42%
WELLS FARGO & COMPANY/MN3.50MJun 30, 26-50.47K4.80%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.14MJun 30, 26+83.13K4.32%
ENVESTNET ASSET MANAGEMENT INC2.39MJun 30, 26+494.60K3.28%
Quent Capital, LLC2.30MJun 30, 26+138.51K3.16%
MORGAN STANLEY1.97MJun 30, 26-333.43K2.71%
PNC FINANCIAL SERVICES GROUP, INC.1.65MJun 30, 26-83.32K2.26%
MERCER GLOBAL ADVISORS INC /ADV1.42MJun 30, 26-130.25K1.94%
UNITED CAPITAL FINANCIAL ADVISERS, LLC1.36MJun 30, 26-62.30K1.86%
LPL Financial LLC1.17MJun 30, 26+281.56K1.61%
CX Institutional1.12MJun 30, 26+8.72K1.54%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC749.17KJun 30, 26+4.90K1.03%
Financial Engines Advisors L.L.C.677.62KJun 30, 26+9.29K0.93%
COMMONWEALTH EQUITY SERVICES, LLC648.48KJun 30, 26+23.89K0.89%
Wealthcare Advisory Partners LLC593.50KJun 30, 26-7.11K0.81%
Gerber Kawasaki Wealth & Investment Management507.62KJun 30, 26+45.65K0.70%
Alaska Wealth Advisors492.29KJun 30, 26+25.08K0.68%
UBS Group AG485.69KJun 30, 26-4.03K0.67%
JPMORGAN CHASE & CO361.05KJun 30, 26+79.13K0.50%
STIFEL FINANCIAL CORP327.01KJun 30, 26-55.62K0.45%
Betterment LLC291.08KJun 30, 26-15.25K0.40%
RAYMOND JAMES FINANCIAL INC280.15KJun 30, 26+2.56K0.38%
AMERIPRISE FINANCIAL INC268.73KJun 30, 26+14.59K0.37%
SEI INVESTMENTS CO228.44KJun 30, 26-8.33K0.31%
Cetera Investment Advisers205.41KJun 30, 26+33.67K0.28%
TD PRIVATE CLIENT WEALTH LLC201.59KJun 30, 26-14.80K0.28%
Symmetry Partners, LLC199.91KJun 30, 26+11.94K0.27%
Prime Capital Investment Advisors, LLC198.10KJun 30, 26-10.35K0.27%
TRUIST FINANCIAL CORP197.59KJun 30, 26-3.40K0.27%
Waverly Advisors, LLC197.42KJun 30, 26+18.51K0.27%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC193.45KJun 30, 26+38.78K0.27%
TruNorth Capital Management, LLC189.28KJun 30, 26+12.31K0.26%
UMB Bank, n.a.186.02KJun 30, 26-55.55K0.26%
BlackRock, Inc.181.11KJun 30, 26+1.83K0.25%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management166.86KJun 30, 26-1.54K0.23%
Allworth Financial LP158.98KJun 30, 26-32.85K0.22%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT149.79KJun 30, 26+1.62K0.21%
Beacon Pointe Advisors, LLC146.61KJun 30, 26-8.77K0.20%
NewEdge Advisors, LLC139.16KJun 30, 26-890.19%
McAdam, LLC134.38KJun 30, 26+25.07K0.18%
Concurrent Investment Advisors, LLC124.17KJun 30, 26+90.26K0.17%
Farther Finance Advisors, LLC122.52KJun 30, 26-3.68K0.17%
Foster Group, Inc.119.14KJun 30, 26-2.02K0.16%
ROYAL BANK OF CANADA118.10KJun 30, 26+1.02K0.16%
Strategies Wealth Advisors, LLC117.93KJun 30, 26-15.60K0.16%
MML INVESTORS SERVICES, LLC117.34KJun 30, 26+84.91K0.16%
ADVISOR GROUP HOLDINGS, INC.111.17KJun 30, 26+2.03K0.15%
Cerity Partners LLC110.52KJun 30, 26+9030.15%
CULLEN/FROST BANKERS, INC.109.40KJun 30, 26+4.42K0.15%
Brinker Capital Investments, LLC104.64KJun 30, 26-720.14%
AUA CAPITAL MANAGEMENT, LLC100.48KJun 30, 26-380.14%
Ackerman Capital Advisors, LLC100.45KJun 30, 26-2.56K0.14%
BENJAMIN EDWARDS INC98.92KJun 30, 26-43.16K0.14%
Colony Group, LLC98.85KJun 30, 26-1.98K0.14%
CHATHAM CAPITAL GROUP, INC.95.38KJun 30, 26-5000.13%
ASSETMARK, INC93.90KJun 30, 26+6.50K0.13%
BANK OF MONTREAL /CAN/93.85KJun 30, 26+5.70K0.13%
Paulson Wealth Management Inc.90.18KJun 30, 26-11.84K0.12%
Apella Capital, LLC88.14KJun 30, 26+8360.12%
Brio Consultants, LLC86.25KJun 30, 26+1.10K0.12%
Bragg Financial Advisors, Inc80.11KJun 30, 26+90.11%
Smithfield Trust Co79.66KJun 30, 26+8.73K0.11%
GAMMA Investing LLC79.12KJun 30, 26+11.33K0.11%
Bleakley Financial Group, LLC74.76KJun 30, 26+74.76K0.10%
Elequin Securities, LLC73.07KJun 30, 26+41.86K0.10%
Kestra Advisory Services, LLC71.33KJun 30, 26+13.75K0.10%
JAMES INVESTMENT RESEARCH INC69.94KJun 30, 26--0.10%
Janney Montgomery Scott LLC69.92KJun 30, 26-4270.10%
Ameraudi Asset Management, Inc.69.58KJun 30, 26-5000.10%
Royal Harbor Partners, LLC68.64KJun 30, 26+68.64K0.09%
GenTrust, LLC66.88KJun 30, 26-63.71K0.09%
Crestwood Advisors Group LLC66.58KJun 30, 26-3.36K0.09%
RW Investment Management LLC63.82KJun 30, 26-1.44K0.09%
Creative Planning62.26KJun 30, 26+5100.09%
PARK AVENUE SECURITIES LLC61.85KJun 30, 26+61.85K0.08%
EAGLE GLOBAL ADVISORS LLC59.33KJun 30, 26+3.75K0.08%
Columbia River Financial Group, LLC56.08KJun 30, 26+4.78K0.08%
Tilson Financial Group, Inc.55.75KJun 30, 26-4480.08%
Rockefeller Capital Management L.P.53.87KJun 30, 26-19.09K0.07%
HighTower Advisors, LLC53.23KJun 30, 26-2.13K0.07%
Ascent Group, LLC52.53KJun 30, 26-11.19K0.07%
Buckingham Strategic Partners52.01KJun 30, 26+2490.07%
FIFTH THIRD BANCORP49.79KJun 30, 26-3.68K0.07%
OLD NATIONAL BANCORP /IN/49.56KJun 30, 26-1.29K0.07%
Parkside Financial Bank & Trust49.38KJun 30, 26+2.26K0.07%
Charles Schwab Trust Co48.39KJun 30, 26+10.07%
Alaska Permanent Capital Management48.19KJun 30, 26+20.93K0.07%
Dynamic Advisor Solutions LLC48.06KJun 30, 26+8500.07%
Leisure Capital Management47.88KJun 30, 26-1010.07%
Elmwood Wealth Management, Inc.47.16KJun 30, 26+7.39K0.06%
Regal Investment Advisors LLC47.02KJun 30, 26+7160.06%
Independent Advisor Alliance46.70KJun 30, 26-68.29K0.06%
McNaughton Wealth Management, LLC46.17KJun 30, 26-1.66K0.06%
Detalus Advisors, LLC45.74KJun 30, 26-6.98K0.06%
ALTFEST L J & CO INC45.48KJun 30, 26-1.45K0.06%
Sage Mountain Advisors LLC45.10KJun 30, 26+10.29K0.06%
Mariner, LLC44.97KJun 30, 26-2.46K0.06%
Precision Wealth Strategies, LLC44.93KJun 30, 26-47.61K0.06%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC43.80KJun 30, 26-1.54K0.06%
DAVIDSON INVESTMENT ADVISORS43.36KJun 30, 26-4.00K0.06%
US BANCORP \DE\42.96KJun 30, 26--0.06%
Boston Standard Wealth Management, LLC42.43KJun 30, 26-160.06%
Global Retirement Partners, LLC42.09KJun 30, 26+42.09K0.06%
Chesley Taft & Associates LLC41.92KJun 30, 26--0.06%
ST GERMAIN D J CO INC41.71KJun 30, 26-1.20K0.06%
Horizon Family Wealth, Inc.41.06KJun 30, 26-10.00K0.06%
CAPTRUST FINANCIAL ADVISORS40.79KJun 30, 26+2000.06%
Equitable Holdings, Inc.40.65KJun 30, 26+1.40K0.06%
LJI Wealth Management, LLC40.34KJun 30, 26+1000.06%
BRANDYWINE OAK PRIVATE WEALTH LLC38.95KJun 30, 26-3140.05%
Integrated Wealth Concepts LLC38.08KJun 30, 26+8.72K0.05%
WEALTHCARE CAPITAL MANAGEMENT LLC37.81KJun 30, 26-7080.05%
Steel Peak Wealth Management LLC37.32KJun 30, 26-5.18K0.05%
Sanctuary Advisors, LLC35.81KJun 30, 26-3020.05%
Main Street Financial Solutions, LLC35.60KJun 30, 26+13.93K0.05%
Merit Financial Group, LLC35.12KJun 30, 26-2630.05%
Blueprint Investment Partners LLC34.95KJun 30, 26-1.25K0.05%
Blueprint Financial Advisors LLC34.95KJun 30, 26-1.25K0.05%
Private Advisor Group, LLC34.70KJun 30, 26-370.05%
Ashton Thomas Private Wealth, LLC34.54KJun 30, 26-2260.05%
HANCOCK WHITNEY CORP33.91KJun 30, 26-1.52K0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC33.90KJun 30, 26-16.16K0.05%
Cambridge Investment Research Advisors, Inc.33.39KJun 30, 26+450.05%
FC Advisory LLC32.47KJun 30, 26+710.04%
Westside Investment Management, Inc.32.39KJun 30, 26-5310.04%
CITIGROUP INC32.28KJun 30, 26+2.08K0.04%
SageView Advisory Group, LLC31.76KJun 30, 26-950.04%
Traveka Wealth, LLC31.47KJun 30, 26-5.50K0.04%
SRS Capital Advisors, Inc.31.46KJun 30, 26+14.10K0.04%
Versant Capital Management, Inc31.27KJun 30, 26+1.16K0.04%
Hurlow Wealth Management Group, Inc.31.22KJun 30, 26+1000.04%
Grey Fox Wealth Advisors, LLC30.98KJun 30, 26-5620.04%
FMR LLC30.95KJun 30, 26+4.19K0.04%
Snowden Capital Advisors LLC30.59KJun 30, 26+8.99K0.04%
Eagle Strategies LLC30.23KJun 30, 26-6.66K0.04%
Wealth Enhancement Trust Services, Inc.30.21KJun 30, 26+1.40K0.04%
Strategic Family Wealth Counselors, L.L.C.29.69KJun 30, 26--0.04%
Karpus Management, Inc.29.40KJun 30, 26-77.95K0.04%
Opal Wealth Advisors, LLC29.06KJun 30, 26-700.04%
SIMON QUICK ADVISORS, LLC29.04KJun 30, 26-1.27K0.04%
KWMG, LLC28.97KJun 30, 26-1.24K0.04%
Premier Path Wealth Partners, LLC28.61KJun 30, 26+3.77K0.04%
VOISARD ASSET MANAGEMENT GROUP, INC.28.55KJun 30, 26--0.04%
Envestnet Portfolio Solutions, Inc.27.10KJun 30, 26+14.93K0.04%
Aquire Wealth Advisors, LLC26.81KJun 30, 26-1.63K0.04%
Resources Investment Advisors, LLC.26.63KJun 30, 26-1.54K0.04%
FORONJY FINANCIAL LLC26.50KJun 30, 26-13.81K0.04%
Savant Capital, LLC26.49KJun 30, 26+11.21K0.04%
Perigon Wealth Management, LLC25.78KJun 30, 26-2.46K0.04%
Rare Wolf Capital LLC25.69KJun 30, 26+18.60K0.04%
HOWE & RUSLING INC25.54KJun 30, 26+9790.04%
Johnson Financial Group, LLC25.49KJun 30, 26-8250.03%
JONES FINANCIAL COMPANIES LLLP25.41KJun 30, 26+6.11K0.03%
AE Wealth Management LLC24.86KJun 30, 26+1.24K0.03%
Aviance Capital Partners, LLC24.80KJun 30, 26-4.27K0.03%
JUNCTURE WEALTH STRATEGIES, LLC24.61KJun 30, 26-6030.03%
Modera Wealth Management, LLC24.05KJun 30, 26+360.03%
Savvy Advisors, Inc.23.61KJun 30, 26+2.22K0.03%
WILEY BROS.-AINTREE CAPITAL, LLC23.40KJun 30, 26+11.89K0.03%
FIRST NATIONAL BANK OF OMAHA23.11KJun 30, 26-3.23K0.03%
CYPRESS FINANCIAL PLANNING LLC22.98KJun 30, 26+2.50K0.03%
Veratis Advisors, Inc.22.50KJun 30, 26+22.50K0.03%
Apollon Wealth Management, LLC22.01KJun 30, 26-3.90K0.03%
RiverGlades Family Offices LLC21.60KJun 30, 26-8.12K0.03%
STALEY CAPITAL ADVISERS INC21.40KJun 30, 26--0.03%
Forefront Wealth Partners, LLC21.20KJun 30, 26+11.72K0.03%
Freestone Capital Holdings, LLC21.02KJun 30, 26--0.03%
Capital Advisors Wealth Management, LLC20.77KJun 30, 26-13.63K0.03%
Omega Financial Group, LLC20.55KJun 30, 26+3210.03%
CITADEL ADVISORS LLC20.11KJun 30, 26-36.20K0.03%
CHOREO, LLC19.90KJun 30, 26+4290.03%
Financial Strategies Group, Inc.19.84KJun 30, 26+2410.03%
OpenArc Corporate Advisory, LLC19.77KJun 30, 26-15.11K0.03%
Prairiewood Capital, LLC19.63KJun 30, 26+1.17K0.03%
Prosperity Planning, Inc.19.46KJun 30, 26--0.03%
CONFLUENCE INVESTMENT MANAGEMENT LLC19.43KJun 30, 26-41.86K0.03%
Clearstead Advisors, LLC18.86KJun 30, 26+160.03%
Crews Bank & Trust18.83KJun 30, 26--0.03%
Mutual Advisors, LLC18.74KJun 30, 26+4980.03%
CNB Bank18.72KJun 30, 26-4830.03%
VISTA INVESTMENT MANAGEMENT18.71KJun 30, 26--0.03%
WBH ADVISORY INC18.42KJun 30, 26+18.42K0.03%
RITHOLTZ WEALTH MANAGEMENT18.20KJun 30, 26+460.02%
BROWN WEALTH MANAGEMENT, LLC18.14KJun 30, 26+9390.02%
Heritage Wealth Management, Inc. /CA/18.09KJun 30, 26+3.10K0.02%
Transcendent Capital Group LLC18.02KJun 30, 26-920.02%
Avantax Planning Partners, Inc.17.45KJun 30, 26-1450.02%
Quantinno Capital Management LP16.99KJun 30, 26-3.72K0.02%
NICOLET BANKSHARES INC16.95KJun 30, 26--0.02%
Friedenthal Financial16.70KJun 30, 26-2.45K0.02%
BCS Wealth Management16.68KJun 30, 26+6380.02%
PAX Financial Group, LLC16.46KJun 30, 26+2.19K0.02%
Clearwater Capital Advisors, LLC16.25KJun 30, 26--0.02%
QP WEALTH MANAGEMENT, LLC16.12KJun 30, 26+9900.02%
IHT Wealth Management, LLC15.96KJun 30, 26+2600.02%
Mesirow Financial Investment Management, Inc.15.86KJun 30, 26+40.02%
L.K. Benson & Company, P.C.15.79KJun 30, 26-8860.02%
MATHER GROUP, LLC.15.38KJun 30, 26-210.02%
LEGACY SOLUTIONS, LLC15.33KJun 30, 26+2800.02%
Anson Capital, Inc.15.27KJun 30, 26+2.42K0.02%
Canvas Wealth Advisors, LLC15.22KJun 30, 26+1.72K0.02%
Sunflower Bank, N.A.14.85KJun 30, 26--0.02%
Parcion Private Wealth LLC14.02KJun 30, 26--0.02%
NewEdge Wealth, LLC13.54KJun 30, 26+1.65K0.02%
Dakota Wealth Management13.21KJun 30, 26-4.63K0.02%
RMR Wealth Builders13.14KJun 30, 26-4200.02%
LAZARD ASSET MANAGEMENT LLC13.00KJun 30, 26-14.30K0.02%
Advisor OS, LLC12.82KJun 30, 26+3.42K0.02%
Capital Analysts, LLC12.82KJun 30, 26+9650.02%
Steward Partners Investment Advisory, LLC12.72KJun 30, 26-3.55K0.02%
Equita Financial Network, Inc.12.61KJun 30, 26+760.02%
Mayflower Financial Advisors, LLC12.49KJun 30, 26+790.02%
MONEYWISE, INC.12.45KJun 30, 26-710.02%
Atlantic Edge Private Wealth Management, LLC12.45KJun 30, 26-9500.02%
PFW Advisors LLC12.06KJun 30, 26--0.02%
Valeo Financial Advisors, LLC11.82KJun 30, 26-7110.02%
Wakefield Asset Management LLLP11.66KJun 30, 26-4.63K0.02%
CI Private Wealth, LLC11.58KJun 30, 26-5.33K0.02%
Strategic Blueprint, LLC11.43KJun 30, 26+2.59K0.02%
IFG Advisory, LLC11.42KJun 30, 26+11.42K0.02%
One Capital Management, LLC11.21KJun 30, 26--0.02%
BLAIR WILLIAM & CO/IL10.93KJun 30, 26-6120.02%
Legacy Wealth Managment, LLC/ID10.85KJun 30, 26+10.47K0.01%
Gateway Wealth Partners, LLC10.73KJun 30, 26-7.49K0.01%
WEALTH MANAGEMENT RESOURCES, INC.10.67KJun 30, 26--0.01%
Wealthspire Advisors, LLC10.65KJun 30, 26+5840.01%
Arkadios Wealth Advisors10.63KJun 30, 26+980.01%
APS Management Group, Inc.10.62KJun 30, 26+8920.01%
Rehmann Capital Advisory Group10.62KJun 30, 26+690.01%
RMB Capital Management, LLC10.40KJun 30, 26-1.87K0.01%
ORBA Wealth Advisors, L.L.C.10.39KJun 30, 26--0.01%
Altus Wealth Management, LLC10.38KJun 30, 26--0.01%
NORTHERN TRUST CORP10.19KJun 30, 26+400.01%
Boston Trust Walden Corp9.77KJun 30, 26-1680.01%
MY Wealth Management Inc.9.74KJun 30, 26-128.25K0.01%
CIBC Bancorp USA Inc.9.74KJun 30, 26-6590.01%
Invst, LLC9.68KJun 30, 26+9.68K0.01%
Lifeworks Advisors, LLC9.38KJun 30, 26--0.01%
Advisory Services Network, LLC9.31KJun 30, 26+3.50K0.01%
Wealthcare Capital Partners, LLC9.26KJun 30, 26-370.01%
TritonPoint Partners, LLC9.24KJun 30, 26+9.24K0.01%
RIVERSEDGE ADVISORS, LLC9.19KJun 30, 26-5220.01%
MAI Capital Management9.15KJun 30, 26+90.01%
Capital Advisors, Ltd. LLC9.10KJun 30, 26--0.01%
Avant Financial Advisors LLC9.06KJun 30, 26--0.01%
SEEDS INVESTOR LLC8.82KJun 30, 26--0.01%
M&T BANK CORP8.79KJun 30, 26-2860.01%
NORTHWEST WEALTH MANAGEMENT, LLC8.74KJun 30, 26-1.86K0.01%
RMG Wealth Management LLC8.54KJun 30, 26+8.54K0.01%
Continuum Advisory, LLC8.54KJun 30, 26-2160.01%
Essex Financial Services, Inc.8.46KJun 30, 26--0.01%
IFG Advisors, LLC8.40KJun 30, 26-840.01%
TRITONPOINT WEALTH, LLC8.40KJun 30, 26-6360.01%
Pinnacle Financial Partners, Inc.8.36KJun 30, 26+110.01%
Evensky & Katz LLC8.13KJun 30, 26+1220.01%
Pensionmark Financial Group, LLC8.08KJun 30, 26+8.08K0.01%
XML Financial, LLC7.84KJun 30, 26--0.01%
DEUTSCHE BANK AG\7.84KJun 30, 26+5.28K0.01%
1834 INVESTMENT ADVISORS CO7.78KJun 30, 26-3.18K0.01%
Atlas Legacy Advisors, LLC7.62KJun 30, 26-1060.01%
Wealthfront Advisers LLC7.58KJun 30, 26+7.58K0.01%
KFA Private Wealth Group, LLC7.43KJun 30, 26--0.01%
AXXCESS WEALTH MANAGEMENT, LLC7.41KJun 30, 26+7.41K0.01%
Phillip James Consulting Co.7.38KJun 30, 26-42.12K0.01%
CAP Partners, LLC7.33KJun 30, 26+290.01%
FULTON BANK, N.A.7.31KJun 30, 26-750.01%
Icon Wealth Advisors, LLC7.27KJun 30, 26--0.01%
Rock Point Advisors, LLC7.25KJun 30, 26--0.01%
L. Roy Papp & Associates, LLP7.08KJun 30, 26--0.01%
Burk Holdings LLC7.00KJun 30, 26+1.21K0.01%
Cascade Financial Partners, LLC6.94KJun 30, 26-4180.01%
JFS WEALTH ADVISORS, LLC6.90KJun 30, 26--0.01%
Stratos Wealth Partners, LTD.6.86KJun 30, 26+1.91K0.01%
Global Wealth Management Investment Advisory, Inc.6.83KJun 30, 26+1.95K0.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC6.80KJun 30, 26--0.01%
INDEPENDENT FINANCIAL GROUP, LLC6.78KJun 30, 26-4430.01%
BAILARD, INC.6.75KJun 30, 26+6.75K0.01%
Parallel Advisors, LLC6.67KJun 30, 26--0.01%
Keener Financial Planning LLC6.61KJun 30, 26+1.08K0.01%
FIRST HORIZON CORP6.59KJun 30, 26--0.01%
THRIVENT FINANCIAL FOR LUTHERANS6.58KJun 30, 26+260.01%
Next Level Private LLC6.58KJun 30, 26+430.01%
Rosenberg Matthew Hamilton6.55KJun 30, 26--0.01%
KEYBANK NATIONAL ASSOCIATION/OH6.52KJun 30, 26--0.01%
New Perspectives, Inc6.49KJun 30, 26--0.01%
LEVEL FOUR ADVISORY SERVICES, LLC6.37KJun 30, 26+6.37K0.01%
WEDBUSH SECURITIES INC6.31KJun 30, 26-2020.01%
Krane Financial Solutions LLC6.29KJun 30, 26+1.07K0.01%
PRIVATE TRUST CO NA6.25KJun 30, 26+3.15K0.01%
Fullerton Advisors, LLC6.18KJun 30, 26-3410.01%
IFP Advisors, Inc6.17KJun 30, 26-90.01%
HRT FINANCIAL LP6.07KJun 30, 26+6.07K0.01%
Strategic Wealth Partners, Ltd.6.04KJun 30, 26-7430.01%
OPPENHEIMER & CO INC5.99KJun 30, 26+5.99K0.01%
Wellington Shields Capital Management, LLC5.93KJun 30, 26--0.01%
Vise Technologies, Inc.5.91KJun 30, 26+5.91K0.01%
N.E.W. Advisory Services LLC5.87KJun 30, 26-1.27K0.01%
MANNING & NAPIER ADVISORS LLC5.86KJun 30, 26--0.01%
Sequoia Financial Advisors, LLC5.79KJun 30, 26-3130.01%
Fortis Capital Management LLC5.70KJun 30, 26-4.17K0.01%
Aptus Capital Advisors, LLC5.67KJun 30, 26+7340.01%
Quotient Wealth Partners, LLC5.58KJun 30, 26-4940.01%
TCG Advisory Services, LLC5.55KJun 30, 26-3.90K0.01%
SigFig Wealth Management, LLC5.37KJun 30, 26+7580.01%
STOCK YARDS BANK & TRUST CO5.37KJun 30, 26--0.01%
VestGen Advisors, LLC5.33KJun 30, 26+840.01%
Marshall Financial Group LLC5.29KJun 30, 26--0.01%
Topsail Wealth Management, LLC5.24KJun 30, 26--0.01%
CWA Asset Management Group, LLC5.15KJun 30, 26-1.02K0.01%
Tennessee Valley Asset Management Partners5.02KJun 30, 26-1480.01%
Linscomb & Williams, Inc.4.91KJun 30, 26--0.01%
Keebeck Wealth Management, LLC4.82KJun 30, 26--0.01%
Net Worth Advisory Group4.81KJun 30, 26+150.01%
GLOBALT Investments LLC / GA4.68KJun 30, 26--0.01%
Kesler, Norman & Wride, LLC4.65KJun 30, 26--0.01%
BKA Wealth Consulting, Inc.4.64KJun 30, 26-340.01%
Mullooly Asset Management, Inc.4.53KJun 30, 26+300.01%
Clarity Financial LLC4.53KJun 30, 26--0.01%
Pinnacle Bancorp, Inc.4.52KJun 30, 26+2.35K0.01%
Octavia Wealth Advisors, LLC4.45KJun 30, 26--0.01%
CAPITAL ADVISORS INC/OK4.33KJun 30, 26-7800.01%
Hardin Capital Partners, LLC4.26KJun 30, 26--0.01%
SAX WEALTH ADVISORS, LLC4.23KJun 30, 26+4.23K0.01%
Nuveen, LLC4.22KJun 30, 26+4.22K0.01%
PRINCIPAL SECURITIES, INC.4.21KJun 30, 26-1.81K0.01%
Smartleaf Asset Management LLC3.39KJun 30, 26--0.00%
Spire Wealth Management3.26KJun 30, 26--0.00%
MASSMUTUAL TRUST CO FSB/ADV3.15KJun 30, 26-670.00%
Rossmore Private Capital2.19KJun 30, 26--0.00%
Ronald Blue Trust, Inc.2.19KJun 30, 26+480.00%
HARBOUR INVESTMENTS, INC.2.11KJun 30, 26-90.00%
Migdal Insurance & Financial Holdings Ltd.2.10KJun 30, 26--0.00%
WealthShield Partners, LLC1.71KJun 30, 26-2.52K0.00%
BFSG, LLC1.56KJun 30, 26--0.00%
BNP PARIBAS ARBITRAGE, SNC1.51KJun 30, 26+1.48K0.00%
Frazier Financial Advisors, LLC1.44KJun 30, 26-1.01K0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1.38KJun 30, 26-8250.00%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA1.35KJun 30, 26--0.00%
Blume Capital Management, Inc.1.35KJun 30, 26--0.00%
Geneos Wealth Management Inc.1.24KJun 30, 26--0.00%
Golden State Wealth Management, LLC1.07KJun 30, 26+70.00%
Atlatl Advisers LLC1.00KJun 30, 26+1.00K0.00%
Hilltop National Bank992Jun 30, 26--0.00%
Private Wealth Asset Management, LLC818Jun 30, 26+8180.00%
UBS ASSET MANAGEMENT AMERICAS INC796Jun 30, 26-45.71K0.00%
FIRST UNITED BANK & TRUST775Jun 30, 26--0.00%
LGT Financial Advisors LLC731Jun 30, 26+7310.00%
RICHARDSON FINANCIAL SERVICES INC.689Jun 30, 26-720.00%
Rossby Financial, LCC688Jun 30, 26-140.00%
Private Wealth Management Group, LLC547Jun 30, 26+620.00%
Independence Bank of Kentucky545Jun 30, 26--0.00%
AMERIFLEX GROUP, INC.537Jun 30, 26--0.00%
HOLLENCREST CAPITAL MANAGEMENT533Jun 30, 26--0.00%
NBC SECURITIES, INC.530Jun 30, 26+20.00%
BROWN BROTHERS HARRIMAN & CO500Jun 30, 26+5000.00%
NBT BANK N A /NY500Jun 30, 26--0.00%
Silver Grove Financial Group, Inc.481Jun 30, 26--0.00%
BARRETT & COMPANY, INC.476Jun 30, 26--0.00%
CoreCap Advisors, LLC474Jun 30, 26-1180.00%
Davis Capital Management450Jun 30, 26--0.00%
Capital Investment Advisory Services, LLC395Jun 30, 26--0.00%
Ameritas Advisory Services, LLC378Jun 30, 26+3780.00%
Winthrop Capital Management, LLC336Jun 30, 26--0.00%
Main Street Group, LTD325Jun 30, 26+20.00%
FIDUCIARY FINANCIAL ADVISORS294Jun 30, 26+2940.00%
Vision Retirement, LLC279Jun 30, 26--0.00%
WPG Advisers, LLC262Jun 30, 26--0.00%
WHITTIER TRUST CO OF NEVADA INC213Jun 30, 26--0.00%
Cornerstone Planning Group LLC203Jun 30, 26+1720.00%
Greykasell Wealth Strategies, Inc.199Jun 30, 26--0.00%
CENTRAL TRUST Co173Jun 30, 26--0.00%
Pillar Financial Advisors, LLC166Jun 30, 26--0.00%
Morton Brown Family Wealth, LLC163Jun 30, 26--0.00%
Park Place Capital Corp146Jun 30, 26+1460.00%
Bangor Savings Bank134Jun 30, 26--0.00%
Crewe Advisors LLC133Jun 30, 26--0.00%
Ameritas Investment Partners, Inc.130Jun 30, 26--0.00%
Front Row Advisors LLC120Jun 30, 26--0.00%
RED REEF ADVISORS LLC116Jun 30, 26--0.00%
SIGNATUREFD, LLC96Jun 30, 26-2.90K0.00%
Nvest Wealth Strategies, Inc.80Jun 30, 26--0.00%
EASTERN BANK77Jun 30, 26--0.00%
Glen Eagle Advisors, LLC73Jun 30, 26-40.00%
High Note Wealth, LLC72Jun 30, 26--0.00%
SIMPLEX TRADING, LLC69Jun 30, 26+690.00%
HighMark Wealth Management LLC69Jun 30, 26+10.00%
ROTHSCHILD INVESTMENT LLC69Jun 30, 26--0.00%
COUNTRY TRUST BANK65Jun 30, 26+650.00%
Delos Wealth Advisors, LLC59Jun 30, 26+590.00%
Signature Equity Partners, LLC53Jun 30, 26+530.00%
EverSource Wealth Advisors, LLC53Jun 30, 26-1.17K0.00%
Larson Financial Group LLC47Jun 30, 26+10.00%
Integrity Financial Corp /WA41Jun 30, 26--0.00%
HUNTINGTON NATIONAL BANK38Jun 30, 26-4420.00%
Russell Investments Group, Ltd.14Jun 30, 26+80.00%
GABLES CAPITAL MANAGEMENT INC.6Jun 30, 26--0.00%
Tower Research Capital LLC (TRC)5Jun 30, 26-7.97K0.00%
DHJJ Financial Advisors, Ltd.5Jun 30, 26--0.00%
Kingdom Financial Group LLC.--Jun 30, 26-2--
Global Wealth Strategies & Associates--Jun 30, 26-36--
WASHINGTON TRUST Co--Jun 30, 26-7.01K--
HALLMARK CAPITAL MANAGEMENT INC--Jun 30, 26-1.49K--
Cercano Management LLC--Jun 30, 26-206.57K--
Elevated Capital Advisors, LLC--Jun 30, 26-90--
Peak Wealth Management LLC--Jun 30, 26-4.50K--
Fisher Asset Management, LLC--Jun 30, 26-25.08K--
Legacy Edge Advisors, LLC--Jun 30, 26-8.98K--
OLD MISSION CAPITAL LLC--Jun 30, 26-32.29K--
Whitegate Investment Counselors, Inc.--Jun 30, 26-10.03K--
Daytona Street Capital LLC--Jun 30, 26-16--
StoneX Group Inc.--Jun 30, 26-4.62K--
SYKON CAPITAL LLC--Jun 30, 26-45.14K--
FARMERS & MERCHANTS INVESTMENTS INC--Jun 30, 26-737--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-67.07K--
Banque Transatlantique SA--Jun 30, 26-11--
FLOW TRADERS U.S. LLC--Jun 30, 26-31.37K--
Sound Income Strategies, LLC--Jun 30, 26-21--
Western Wealth Management, LLC--Jun 30, 26-2.25K--
Lloyd Advisory Services, LLC.--Jun 30, 26-2--
JANE STREET GROUP, LLC--Jun 30, 26-276.21K--
Strategic Financial Concepts, LLC--Jun 30, 26-6.19K--
Clifford Group, LLC--Jun 30, 26-46.59K--
Oakworth Capital, Inc.--Jun 30, 26-2.00K--
CWM, LLC78.57KMar 31, 26-9200.11%
First Affirmative Financial Network15.16KMar 31, 26+15.16K0.02%
Evelyn Partners Asset Management Ltd10.09KMar 31, 26+10.09K0.01%
MOSELEY INVESTMENT MANAGEMENT INC7.98KMar 31, 26-10.01%
True Vision MN LLC4.38KMar 31, 26-1210.01%
JOURNEY STRATEGIC WEALTH LLC4.24KMar 31, 26--0.01%
Vivaldi Capital Management LP--Mar 31, 26-5.05K--
Quent Long Short Global Small Cap Fund, LP1.79MDec 31, 25+1.79M2.46%
PURE PORTFOLIOS HOLDINGS LLC143.00KDec 31, 25+11.32K0.20%
Janney Capital Management LLC61.17KDec 31, 25+1190.08%
COMERICA BANK57.37KDec 31, 25-4.04K0.08%
MERITAGE PORTFOLIO MANAGEMENT29.44KDec 31, 25-2.52K0.04%
CIBC Private Wealth Group, LLC13.40KDec 31, 25--0.02%
NICOLET ADVISORY SERVICES, LLC12.07KDec 31, 25-2.79K0.02%
Running Point Capital Advisors, LLC1.37KDec 31, 25-460.00%
Litman Gregory Wealth Management LLC259Dec 31, 25+2590.00%
First International Bank & Trust46.00KSep 30, 25+2740.06%
COUNTRY CLUB BANK /GFN25.61KSep 30, 25+4.54K0.04%
Burt Wealth Advisors13.00KSep 30, 25--0.02%
Apexium Financial, LP9.61KSep 30, 25-100.01%
SYNOVUS FINANCIAL CORP9.11KSep 30, 25+100.01%
Bristlecone Advisors, LLC8.69KSep 30, 25--0.01%
JFG Wealth Management, LLC8.14KSep 30, 25--0.01%
AllSquare Wealth Management LLC400Sep 30, 25--0.00%
PINNACLE FINANCIAL PARTNERS INC--Sep 30, 25-6.23K--
AVANTAX ADVISORY SERVICES, INC.52.39KJun 30, 25-3.48K0.07%
Sebold Capital Management, Inc.33.97KJun 30, 25-1.14K0.05%
PrairieView Partners, LLC12.55KJun 30, 25-2.07K0.02%
First Horizon Advisors, Inc.6.59KJun 30, 25--0.01%
Iron Horse Wealth Management, LLC72Jun 30, 25+260.00%
Capital A Wealth Management, LLC44Jun 30, 25-8680.00%
Atria Wealth Solutions, Inc.--Jun 30, 25-6.06K--
Jentner Corp--Jun 30, 25-4.98K--
Orion Portfolio Solutions, LLC103.46KMar 31, 25-1.83K0.14%
Proquility Private Wealth Partners, LLC35.04KMar 31, 25+26.10K0.05%
HTLF Bank642.07KDec 31, 24+2.16K0.88%
Kades & Cheifetz LLC44.25KDec 31, 24+7980.06%
Bison Wealth, LLC--Dec 31, 24-5.79K--
Householder Group Estate & Retirement Specialist, LLC--Dec 31, 24-227--
Raymond James Financial Services Advisors, Inc.196.80KSep 30, 24+8.24K0.27%
Alera Investment Advisors, LLC72.95KSep 30, 24+1.69K0.10%
RAYMOND JAMES & ASSOCIATES55.46KSep 30, 24-5.40K0.08%
Brophy Wealth Management, LLC8.69KSep 30, 24+8.69K0.01%
RAYMOND JAMES TRUST N.A.8.14KSep 30, 24-2.21K0.01%
Carmichael Hill & Associates, Inc.2.68KSep 30, 24+4180.00%
Annapolis Financial Services, LLC581Sep 30, 24--0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.92.90KJun 30, 24+16.16K0.13%
BUCKINGHAM STRATEGIC WEALTH, LLC49.95KJun 30, 24-4.32K0.07%
Private Ocean, LLC2.05KJun 30, 24--0.00%
BlackRock Inc.994Jun 30, 24+7870.00%
Relative Value Partners Group, LLC--Jun 30, 24-9.22K--
Cetera Advisor Networks LLC89.89KMar 31, 24-20.25K0.12%
Cetera Advisors LLC30.37KMar 31, 24+17.53K0.04%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC15.15KMar 31, 24-11.08K0.02%
Bridgeworth, LLC110.95KDec 31, 23+110.95K0.15%
WEALTHSOURCE PARTNERS, LLC85.12KDec 31, 23-84.72K0.12%
LWS Wealth Advisors, Inc.63.40KDec 31, 23+31.07K0.09%
TELEMUS CAPITAL, LLC50.61KDec 31, 23+27.05K0.07%
StrategIQ Financial Group, LLC37.23KDec 31, 23-3.73K0.05%
Traverso Chambers Private Wealth Management, LLC8.61KDec 31, 23--0.01%
DFPG INVESTMENTS, LLC8.30KDec 31, 23-8380.01%
Bartlett & Co. LLC7.69KDec 31, 23--0.01%
DUBUQUE BANK & TRUST CO390.31KSep 30, 23+12.04K0.54%
COLONY GROUP LLC166.63KSep 30, 23-5.51K0.23%
Windsor Group LTD44.65KSep 30, 23+60.06%
Antonetti Capital Management LLC12.95KSep 30, 23-3000.02%
Icon Wealth Partners, LLC7.27KSep 30, 23--0.01%
FREEDOM WEALTH ALLIANCE, LLC6.63KSep 30, 23-860.01%
Column Capital Advisors, LLC2.55KSep 30, 23--0.00%
V Wealth Advisors LLC--Sep 30, 23-19.79K--
BDO Wealth Advisors, LLC91.04KJun 30, 23-3110.12%
Wealth CMT43.74KJun 30, 23-5.04K0.06%
BerganKDV Wealth Management, LLC17.64KJun 30, 23-1070.02%
Relaxing Retirement Coach9.60KJun 30, 23+150.01%
AJ WEALTH STRATEGIES, LLC6.60KJun 30, 23--0.01%
Baldrige Asset Management LLC8.41KMar 31, 23-2.55K0.01%
CAPRIN ASSET MANAGEMENT LLC /ADV315.46KDec 31, 22-92.14K0.43%
BANK OF THE WEST10.76KDec 31, 22+10.76K0.01%
Laurel Wealth Advisors, Inc.5.78KDec 31, 22+140.01%
Capital Directions Investment Advisors, LLC4.12KDec 31, 22+4.12K0.01%
TRUSTCORE FINANCIAL SERVICES, LLC2.75KDec 31, 22--0.00%
Beaumont Financial Partners, LLC148.14KSep 30, 22-8.71K0.20%
SADOFF INVESTMENT MANAGEMENT LLC35.92KSep 30, 22-5000.05%
MARINER INDEPENDENT ADVISOR NETWORK, LLC34.39KSep 30, 22-3.46K0.05%
Covington Capital Management32.20KSep 30, 22-600.04%
American Portfolios Advisors19.32KSep 30, 22-3.29K0.03%
CPWM, LLC7.82KSep 30, 22-2.38K0.01%
FourThought Financial, LLC510Sep 30, 22+10.00%
Bell Rock Capital LLC--Sep 30, 22-14.90K--
RGT Wealth Advisors, LLC--Sep 30, 22-18.30K--
Farmer Steven Patrick14.85KJun 30, 22+14.85K0.02%
Titus Wealth Management9.67KJun 30, 22+4.80K0.01%
B. Riley Wealth Management, Inc.9.28KJun 30, 22+2.23K0.01%
Corbenic Partners LLC60Jun 30, 22-1.12K0.00%
People's United Financial, Inc.188.78KMar 31, 22-78.59K0.26%
Lenox Wealth Advisors, LLC74.13KMar 31, 22-5670.10%
CAPITAL ONE FINANCIAL CORP19.43KMar 31, 22-74.28K0.03%
Personal Wealth Partners6.02KMar 31, 22--0.01%
Permit Capital Advisors, LLC4.75KMar 31, 22+4.75K0.01%
Livingston Group Asset Management CO (operating as Southport Capital Management)--Mar 31, 22-9.20K--
Country Club Trust Company, n.a.138.57KDec 31, 21-10.48K0.19%
Altavista Wealth Management, Inc.28.90KDec 31, 21-5000.04%
REILLY FINANCIAL ADVISORS, LLC11.49KDec 31, 21+11.49K0.02%
Paradigm Financial Advisors, LLC7.97KDec 31, 21--0.01%
NEXT Financial Group, Inc229Dec 31, 21+1020.00%
QCI ASSET MANAGEMENT INC/NY524.47KSep 30, 21+34.86K0.72%
DERBY & COMPANY, INC201.12KSep 30, 21+20.41K0.28%
Pacific Edge Advisors, LLC186.98KSep 30, 21+25.00K0.26%
MANAGED ACCOUNT SERVICES INC51.12KSep 30, 21-3.80K0.07%
Berman Capital Advisors, LLC25.19KSep 30, 21+480.03%
INVESTMENT SECURITY GROUP INC /CO/ /ADV11.50KSep 30, 21+210.02%
BBVA USA7.63KSep 30, 21--0.01%
Sonora Investment Management, LLC271Sep 30, 21--0.00%
PNC Managed Account Solutions, Inc.194.13KJun 30, 21+194.13K0.27%
Legacy Wealth Partners, Inc.40.49KJun 30, 21-1510.06%
Pinnacle Wealth Advisors30.53KJun 30, 21+30.53K0.04%
AdvicePeriod, LLC20.81KJun 30, 21-3.86K0.03%
Nachman Norwood & Parrott, Inc15.12KJun 30, 21--0.02%
BBVA USA Bancshares, Inc.187.46KMar 31, 21+31.58K0.26%
TCF National Bank6.21KMar 31, 21+6870.01%
Reby Advisors, LLC105.81KDec 31, 20+105.81K0.15%
Winslow, Evans & Crocker, Inc.4.58KDec 31, 20--0.01%
BAINCO INTERNATIONAL INVESTORS166Dec 31, 20+1660.00%
ETRADE Capital Management LLC585.73KSep 30, 20+96.07K0.80%
Independence Advisors, LLC44.85KSep 30, 20--0.06%
First Allied Advisory Services, Inc.44.81KSep 30, 20-1.84K0.06%
Wealthspire Advisors, L.P.12.20KSep 30, 20-950.02%
QUANTUM CAPITAL MANAGEMENT8.54KSep 30, 20+2600.01%
BRINKER CAPITAL INC95.24KJun 30, 20-18.17K0.13%
FRONTIER INVESTMENT MGMT CO6.20KJun 30, 20-3150.01%
STRALEM & CO INC2.49KJun 30, 20--0.00%
Premise Capital, LLC222Jun 30, 20-1.14K0.00%
PagnatoKarp Partners LLC14.78KMar 31, 20+50.02%
Foothills Asset Management, Ltd.10.16KMar 31, 20--0.01%
ACCURATE INVESTMENT SOLUTIONS, INC.727Mar 31, 20--0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.176.12KDec 31, 19+1.12K0.24%
Advisor Group, Inc.136.24KDec 31, 19+5.11K0.19%
CAPITAL ONE, NATIONAL ASSOCIATION66.24KDec 31, 19+66.24K0.09%
Beacon Pointe Wealth Advisors, LLC8.52KDec 31, 19+8.52K0.01%
CXI Advisors527Dec 31, 19+5270.00%
BB&T SECURITIES, LLC340.61KSep 30, 19-2.45K0.47%
SOUTH TEXAS MONEY MANAGEMENT LTD123.46KSep 30, 19-8.17K0.17%
SUNTRUST BANKS INC120.38KSep 30, 19+2.27K0.17%
BOSTON ADVISORS LLC103.86KSep 30, 19-9.40K0.14%
Capital One Investing, Inc.54.62KSep 30, 19-1.36K0.07%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV14.10KSep 30, 19+6800.02%
Guidant Wealth Advisors3.76KSep 30, 19+10.01%
MRA Associates USA LLC41Sep 30, 19--0.00%
Lourd Capital, LLC16.91KJun 30, 19--0.02%
Live Your Vision, LLC109.53KMar 31, 19+18.18K0.15%
RELIANCE TRUST CO OF DELAWARE38.38KMar 31, 19-1030.05%
AT Bancorp25.11KMar 31, 19-2.45K0.03%
Ceros Financial Services Inc.10.34KMar 31, 19+10.34K0.01%
HL FINANCIAL SERVICES LLC7.27KMar 31, 19--0.01%
CEDAR HILL ASSOCIATES, LLC131.11KDec 31, 18-68.35K0.18%
BREMER TRUST NATIONAL ASSOCIATION12.56KDec 31, 18--0.02%
Clarfeld Financial Advisors, LLC3.23KDec 31, 18+3.23K0.00%
Vestpro Financial Partners, Inc. dba CPF Texas120.97KSep 30, 18+3.18K0.17%
KHP Capital, LLC14.12KSep 30, 18-6.29K0.02%
Hefty Wealth Partners59.56KMar 31, 18-30.68K0.08%
Oak Point Wealth Management49.89KMar 31, 18-32.43K0.07%
WealthShield, LLC4.87KDec 31, 17+4.87K0.01%
BB&T INVESTMENT SERVICES, INC.1.22KDec 31, 17+9630.00%
INVESTMENT CENTERS OF AMERICA INC--Dec 31, 17-4.29K--
IFC Holdings Incorporated/FL--Dec 31, 17-4.40K--
Commonwealth Equity Services, Inc1.22MJun 30, 17+54.44K1.67%
Independent Portfolio Consultants, Inc.23.59KJun 30, 17-13.40K0.03%
Virtu KCG Holdings LLC18.72KJun 30, 17+12.34K0.03%
WFG Advisors, LP2.36KJun 30, 17+1660.00%
LBA Wealth Management, LLC129.37KMar 31, 17+8.40K0.18%
Integrated Wealth Management21.54KMar 31, 17-340.03%
MSI Financial Services Inc30.51KDec 31, 16+4.56K0.04%
BlackRock Investment Management, LLC2.55KDec 31, 16-1150.00%
Gerstein Fisher92.06KSep 30, 16+1.65K0.13%
ADVISOR CONSULTANT NETWORK INC41.72KSep 30, 16+41.72K0.06%
Lombard Odier Transatlantic Ltd17.00KSep 30, 16--0.02%
Gupta Wealth Management LLC3.00KMar 31, 16+3.00K0.00%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.