SMMU(SMMU)
SMMU
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 3.57M | Jun 30, 26 | +283.72K | 15.67% |
| CAPTRUST FINANCIAL ADVISORS | 1.37M | Jun 30, 26 | +211.64K | 6.01% |
| BANK OF AMERICA CORP /DE/ | 1.28M | Jun 30, 26 | +125.73K | 5.62% |
| Stonebridge Financial Group, LLC | 1.05M | Jun 30, 26 | -5.48K | 4.61% |
| Cetera Investment Advisers | 612.12K | Jun 30, 26 | -27.62K | 2.68% |
| JPMORGAN CHASE & CO | 606.47K | Jun 30, 26 | -29.77K | 2.66% |
| LPL Financial LLC | 599.25K | Jun 30, 26 | +50.35K | 2.63% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 495.50K | Jun 30, 26 | -1.55K | 2.17% |
| RAYMOND JAMES FINANCIAL INC | 427.46K | Jun 30, 26 | +109.41K | 1.87% |
| Biltmore Wealth Management, LLC | 424.58K | Jun 30, 26 | +6.05K | 1.86% |
| John A. Wolfe & Associates, Inc. | 403.44K | Jun 30, 26 | +41.17K | 1.77% |
| ADVISOR GROUP HOLDINGS, INC. | 402.33K | Jun 30, 26 | +12.36K | 1.76% |
| TD Capital Management LLC | 401.88K | Jun 30, 26 | -972 | 1.76% |
| WELLS FARGO & COMPANY/MN | 380.33K | Jun 30, 26 | +102.89K | 1.67% |
| CONDOR CAPITAL MANAGEMENT | 268.87K | Jun 30, 26 | +444 | 1.18% |
| STIFEL FINANCIAL CORP | 233.00K | Jun 30, 26 | +56.14K | 1.02% |
| SAGESPRING WEALTH PARTNERS, LLC | 207.75K | Jun 30, 26 | -58.80K | 0.91% |
| Kelman-Lazarov, Inc. | 172.33K | Jun 30, 26 | +11.22K | 0.76% |
| AXXCESS WEALTH MANAGEMENT, LLC | 172.04K | Jun 30, 26 | +172.04K | 0.75% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 161.57K | Jun 30, 26 | +626 | 0.71% |
| Vise Technologies, Inc. | 157.39K | Jun 30, 26 | +9.76K | 0.69% |
| Capital Asset Advisory Services LLC | 157.02K | Jun 30, 26 | -11.78K | 0.69% |
| Odyssey Group, LLC | 149.34K | Jun 30, 26 | +149.34K | 0.66% |
| Integrated Wealth Concepts LLC | 142.55K | Jun 30, 26 | +9.74K | 0.63% |
| Quotient Wealth Partners, LLC | 139.50K | Jun 30, 26 | +5.75K | 0.61% |
| Allworth Financial LP | 132.62K | Jun 30, 26 | -123 | 0.58% |
| ENVESTNET ASSET MANAGEMENT INC | 127.65K | Jun 30, 26 | +14.49K | 0.56% |
| Crumly & Associates Inc. | 124.28K | Jun 30, 26 | +19.19K | 0.55% |
| Optimus Capital Advisors, LLC | 109.26K | Jun 30, 26 | +5.89K | 0.48% |
| MAI Capital Management | 104.71K | Jun 30, 26 | +5.89K | 0.46% |
| NewEdge Advisors, LLC | 102.36K | Jun 30, 26 | +10.58K | 0.45% |
| HighPoint Advisor Group LLC | 97.18K | Jun 30, 26 | -33.56K | 0.43% |
| MBM Wealth Consultants, LLC | 92.08K | Jun 30, 26 | +12.44K | 0.40% |
| Gateway Wealth Partners, LLC | 80.46K | Jun 30, 26 | -93.35K | 0.35% |
| ABLE Financial Group, LLC | 77.21K | Jun 30, 26 | +16.02K | 0.34% |
| Summit Financial, LLC | 75.83K | Jun 30, 26 | +22.42K | 0.33% |
| CarsonAllaria Wealth Management, Ltd. | 75.77K | Jun 30, 26 | -19.07K | 0.33% |
| COMMONWEALTH EQUITY SERVICES, LLC | 73.06K | Jun 30, 26 | +15.00K | 0.32% |
| YHB Investment Advisors, Inc. | 67.61K | Jun 30, 26 | +9.93K | 0.30% |
| JONES FINANCIAL COMPANIES LLLP | 66.90K | Jun 30, 26 | +17.18K | 0.29% |
| Private Advisor Group, LLC | 66.00K | Jun 30, 26 | +60.37K | 0.29% |
| Milestone Investment Advisors LLC | 66.00K | Jun 30, 26 | +166 | 0.29% |
| Certified Advisory Corp | 65.01K | Jun 30, 26 | +9.91K | 0.29% |
| Waverly Advisors, LLC | 61.59K | Jun 30, 26 | +15.15K | 0.27% |
| SITTNER & NELSON, LLC | 60.12K | Jun 30, 26 | -23.37K | 0.26% |
| Bank of New York Mellon Corp | 57.44K | Jun 30, 26 | -514 | 0.25% |
| CFS Investment Advisory Services, LLC | 56.77K | Jun 30, 26 | -191 | 0.25% |
| DAVENPORT & Co LLC | 56.42K | Jun 30, 26 | +11.77K | 0.25% |
| Prime Capital Investment Advisors, LLC | 52.47K | Jun 30, 26 | +4.54K | 0.23% |
| Stokes Capital Advisors, LLC | 50.00K | Jun 30, 26 | +10.00K | 0.22% |
| UBS Group AG | 49.18K | Jun 30, 26 | +472 | 0.22% |
| Westside Investment Management, Inc. | 48.74K | Jun 30, 26 | -3.50K | 0.21% |
| Cerity Partners LLC | 48.44K | Jun 30, 26 | -4.39K | 0.21% |
| GeoWealth Management, LLC | 48.27K | Jun 30, 26 | +24.28K | 0.21% |
| Inspire Advisors, LLC | 44.48K | Jun 30, 26 | +5.96K | 0.20% |
| DAVIS R M INC | 43.34K | Jun 30, 26 | +3.29K | 0.19% |
| Equitable Holdings, Inc. | 42.89K | Jun 30, 26 | +4.67K | 0.19% |
| GREAT VALLEY ADVISOR GROUP, INC. | 42.80K | Jun 30, 26 | +5.98K | 0.19% |
| INSPIRION WEALTH ADVISORS, LLC | 42.11K | Jun 30, 26 | +600 | 0.18% |
| Farther Finance Advisors, LLC | 42.03K | Jun 30, 26 | +7.47K | 0.18% |
| MML INVESTORS SERVICES, LLC | 41.86K | Jun 30, 26 | +15.60K | 0.18% |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 40.99K | Jun 30, 26 | +9.02K | 0.18% |
| PAX Financial Group, LLC | 40.25K | Jun 30, 26 | +138 | 0.18% |
| RFG Advisory, LLC | 36.52K | Jun 30, 26 | +14.46K | 0.16% |
| Summit Financial Strategies, Inc. | 35.51K | Jun 30, 26 | -440 | 0.16% |
| LifeWealth Investments, LLC | 35.06K | Jun 30, 26 | -- | 0.15% |
| IAM Advisory, LLC | 34.77K | Jun 30, 26 | +289 | 0.15% |
| Rockport Wealth LLC | 34.47K | Jun 30, 26 | +17.65K | 0.15% |
| Dynamic Advisor Solutions LLC | 34.16K | Jun 30, 26 | -1.46K | 0.15% |
| HighTower Advisors, LLC | 33.96K | Jun 30, 26 | +5.88K | 0.15% |
| Rockefeller Capital Management L.P. | 33.90K | Jun 30, 26 | -5.45K | 0.15% |
| Smith Partners Wealth Management, LLC | 32.71K | Jun 30, 26 | +11.94K | 0.14% |
| Lakeridge Wealth Management LLC | 31.61K | Jun 30, 26 | -- | 0.14% |
| HB Wealth Management, LLC | 30.22K | Jun 30, 26 | +30.22K | 0.13% |
| Resources Investment Advisors, LLC. | 29.34K | Jun 30, 26 | +5.13K | 0.13% |
| CITADEL ADVISORS LLC | 29.33K | Jun 30, 26 | +6.81K | 0.13% |
| Garden State Investment Advisory Services LLC | 27.74K | Jun 30, 26 | +27.74K | 0.12% |
| Syntegra Private Wealth Group, LLC | 27.55K | Jun 30, 26 | +27.55K | 0.12% |
| Vestmark Advisory Solutions, Inc. | 27.24K | Jun 30, 26 | -4.36K | 0.12% |
| Mount Yale Investment Advisors, LLC | 27.24K | Jun 30, 26 | -4.36K | 0.12% |
| EHRLICH FINANCIAL GROUP | 26.92K | Jun 30, 26 | -6.18K | 0.12% |
| StoneCrest Wealth Management, Inc. | 26.71K | Jun 30, 26 | -- | 0.12% |
| Kestra Advisory Services, LLC | 26.67K | Jun 30, 26 | +5.71K | 0.12% |
| NewSquare Capital LLC | 25.79K | Jun 30, 26 | +549 | 0.11% |
| Premier Path Wealth Partners, LLC | 25.70K | Jun 30, 26 | +3.58K | 0.11% |
| Sanctuary Advisors, LLC | 24.77K | Jun 30, 26 | +2.23K | 0.11% |
| Main Line Retirement Advisors, LLC | 23.65K | Jun 30, 26 | +359 | 0.10% |
| ROYAL BANK OF CANADA | 23.59K | Jun 30, 26 | -597 | 0.10% |
| MBL Wealth, LLC | 21.66K | Jun 30, 26 | -100 | 0.10% |
| Triad Wealth Partners, LLC | 20.91K | Jun 30, 26 | +20.91K | 0.09% |
| THRIVENT FINANCIAL FOR LUTHERANS | 20.90K | Jun 30, 26 | -2.28K | 0.09% |
| BCGM Wealth Management, LLC | 20.23K | Jun 30, 26 | -2.02K | 0.09% |
| GOLDMAN SACHS GROUP INC | 20.03K | Jun 30, 26 | -46.54K | 0.09% |
| Stratos Wealth Partners, LTD. | 19.37K | Jun 30, 26 | -1.65K | 0.08% |
| TITLEIST ASSET MANAGEMENT, LLC | 19.07K | Jun 30, 26 | +785 | 0.08% |
| NATIXIS ADVISORS, L.P. | 18.64K | Jun 30, 26 | +6.94K | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 18.48K | Jun 30, 26 | +5.57K | 0.08% |
| SFG Wealth Management, LLC. | 18.40K | Jun 30, 26 | +18.40K | 0.08% |
| Skyline Advisors, Inc. | 18.03K | Jun 30, 26 | -95 | 0.08% |
| Oak Wealth Advisors LLC | 17.81K | Jun 30, 26 | +16 | 0.08% |
| Cambridge Investment Research Advisors, Inc. | 17.73K | Jun 30, 26 | +2.08K | 0.08% |
| Kuhn & Co Investment Counsel | 17.57K | Jun 30, 26 | +859 | 0.08% |
| FIDUCIARY FINANCIAL ADVISORS | 17.27K | Jun 30, 26 | +17.27K | 0.08% |
| Pathstone Holdings, LLC | 17.15K | Jun 30, 26 | -- | 0.08% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 16.94K | Jun 30, 26 | +16.94K | 0.07% |
| Golden State Wealth Management, LLC | 16.00K | Jun 30, 26 | +393 | 0.07% |
| STAGE HARBOR FINANCIAL, LLC | 15.85K | Jun 30, 26 | +15.85K | 0.07% |
| Summit Financial Consulting LLC | 15.81K | Jun 30, 26 | +556 | 0.07% |
| Kooman & Associates | 14.94K | Jun 30, 26 | +223 | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14.85K | Jun 30, 26 | -11.10K | 0.07% |
| L.K. Benson & Company, P.C. | 14.19K | Jun 30, 26 | +40 | 0.06% |
| SIERRA OCEAN, LLC | 13.98K | Jun 30, 26 | -152 | 0.06% |
| Elequin Securities, LLC | 13.92K | Jun 30, 26 | +13.92K | 0.06% |
| Global Retirement Partners, LLC | 13.86K | Jun 30, 26 | +13.86K | 0.06% |
| FIFTH THIRD BANCORP | 13.25K | Jun 30, 26 | +381 | 0.06% |
| Bedel Financial Consulting, Inc. | 13.18K | Jun 30, 26 | -- | 0.06% |
| Janney Montgomery Scott LLC | 12.72K | Jun 30, 26 | -1.15K | 0.06% |
| Creative Planning | 12.46K | Jun 30, 26 | +863 | 0.05% |
| AdvisorNet Financial, Inc | 12.36K | Jun 30, 26 | +388 | 0.05% |
| Hyundai Investments Co., Ltd. | 12.32K | Jun 30, 26 | +4.87K | 0.05% |
| XP Advisory US, Inc. | 11.98K | Jun 30, 26 | +11.98K | 0.05% |
| Strategic Financial Concepts, LLC | 11.82K | Jun 30, 26 | +6.80K | 0.05% |
| Apella Capital, LLC | 11.67K | Jun 30, 26 | +1.32K | 0.05% |
| Barnes Wealth Management Group, Inc | 11.64K | Jun 30, 26 | +1.77K | 0.05% |
| Visionary Wealth Advisors | 11.35K | Jun 30, 26 | +11.35K | 0.05% |
| Wealthcare Advisory Partners LLC | 11.33K | Jun 30, 26 | -299 | 0.05% |
| Onyx Bridge Wealth Group LLC | 10.96K | Jun 30, 26 | +78 | 0.05% |
| CreativeOne Wealth, LLC | 10.88K | Jun 30, 26 | -771 | 0.05% |
| William Mack & Associates, Inc. | 10.45K | Jun 30, 26 | +6.28K | 0.05% |
| Rodgers & Associates, LTD | 10.43K | Jun 30, 26 | -760 | 0.05% |
| Advyzon Investment Management, LLC | 10.12K | Jun 30, 26 | -745 | 0.04% |
| WCG Wealth Advisors LLC | 10.03K | Jun 30, 26 | +10.03K | 0.04% |
| SageView Advisory Group, LLC | 9.99K | Jun 30, 26 | +71 | 0.04% |
| Tower Research Capital LLC (TRC) | 9.87K | Jun 30, 26 | +9.87K | 0.04% |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | 9.61K | Jun 30, 26 | -- | 0.04% |
| Ashton Thomas Private Wealth, LLC | 9.49K | Jun 30, 26 | -- | 0.04% |
| SWMG, LLC | 9.36K | Jun 30, 26 | -963 | 0.04% |
| Jeter Robert S II | 9.29K | Jun 30, 26 | -126 | 0.04% |
| EQUITABLE TRUST CO | 9.29K | Jun 30, 26 | +3.64K | 0.04% |
| Avestar Capital, LLC | 9.12K | Jun 30, 26 | -- | 0.04% |
| Steward Partners Investment Advisory, LLC | 9.11K | Jun 30, 26 | +3.91K | 0.04% |
| J.W. COLE ADVISORS, INC. | 8.93K | Jun 30, 26 | +1.25K | 0.04% |
| WBH ADVISORY INC | 8.55K | Jun 30, 26 | -- | 0.04% |
| Geneos Wealth Management Inc. | 8.55K | Jun 30, 26 | +3.72K | 0.04% |
| J. M. Brown & Associates Inc. | 8.50K | Jun 30, 26 | +8.50K | 0.04% |
| Essex Savings Bank | 7.93K | Jun 30, 26 | +1.98K | 0.03% |
| Baird Financial Group, Inc. | 7.89K | Jun 30, 26 | -52 | 0.03% |
| Mills Wealth Advisors LLC | 7.73K | Jun 30, 26 | +7.73K | 0.03% |
| Whipplewood Advisors, LLC | 7.63K | Jun 30, 26 | +62 | 0.03% |
| Evergreen Wealth Partners LLC | 7.51K | Jun 30, 26 | -3.41K | 0.03% |
| IAG Wealth Partners, LLC | 6.98K | Jun 30, 26 | +67 | 0.03% |
| Clear Point Advisors Inc. | 6.91K | Jun 30, 26 | +21 | 0.03% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 6.88K | Jun 30, 26 | -86 | 0.03% |
| PEOPLES BANK /OH | 6.67K | Jun 30, 26 | +2.67K | 0.03% |
| Capital Advisors, Ltd. LLC | 6.60K | Jun 30, 26 | -- | 0.03% |
| DecisionMap Wealth Management, LLC | 6.40K | Jun 30, 26 | -27 | 0.03% |
| Envestnet Portfolio Solutions, Inc. | 6.28K | Jun 30, 26 | +1.04K | 0.03% |
| Private Wealth Group, LLC | 6.03K | Jun 30, 26 | +445 | 0.03% |
| Gradient Investments LLC | 6.03K | Jun 30, 26 | +228 | 0.03% |
| NOVEM GROUP | 6.02K | Jun 30, 26 | -129 | 0.03% |
| Nuveen, LLC | 5.89K | Jun 30, 26 | +5.89K | 0.03% |
| OLD MISSION CAPITAL LLC | 5.82K | Jun 30, 26 | +5.82K | 0.03% |
| Boulder Wealth Advisors, LLC | 5.81K | Jun 30, 26 | +5.81K | 0.03% |
| MORRIS FINANCIAL CONCEPTS, INC. | 5.68K | Jun 30, 26 | +931 | 0.02% |
| Cedar Point Capital Partners, LLC | 5.60K | Jun 30, 26 | -5.82K | 0.02% |
| Horizon Family Wealth, Inc. | 5.38K | Jun 30, 26 | +38 | 0.02% |
| Objective Capital Management, LLC | 5.25K | Jun 30, 26 | -- | 0.02% |
| Marshall Financial Group LLC | 5.10K | Jun 30, 26 | -- | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4.78K | Jun 30, 26 | +9 | 0.02% |
| HARBOUR INVESTMENTS, INC. | 4.62K | Jun 30, 26 | +44 | 0.02% |
| Archford Capital Strategies, LLC | 4.60K | Jun 30, 26 | +33 | 0.02% |
| Worth Asset Management, LLC | 4.60K | Jun 30, 26 | -200 | 0.02% |
| Madison Wealth Partners, Inc | 4.53K | Jun 30, 26 | +18 | 0.02% |
| Brinker Capital Investments, LLC | 4.53K | Jun 30, 26 | -1.17K | 0.02% |
| Carolina Wealth Management Inc | 4.51K | Jun 30, 26 | +4.51K | 0.02% |
| Rossby Financial, LCC | 4.44K | Jun 30, 26 | -- | 0.02% |
| Atlas Legacy Advisors, LLC | 4.36K | Jun 30, 26 | -574 | 0.02% |
| Ausdal Financial Partners, Inc. | 4.27K | Jun 30, 26 | +4.27K | 0.02% |
| American Institute for Advanced Investment Management, LLP | 4.20K | Jun 30, 26 | -- | 0.02% |
| PFG Advisors | 4.08K | Jun 30, 26 | -2.19K | 0.02% |
| Atlantic Union Bankshares Corp | 3.51K | Jun 30, 26 | +61 | 0.02% |
| CENTAURUS FINANCIAL, INC. | 2.83K | Jun 30, 26 | -635 | 0.01% |
| Ronald Blue Trust, Inc. | 2.51K | Jun 30, 26 | -- | 0.01% |
| Capital Analysts, LLC | 2.45K | Jun 30, 26 | +915 | 0.01% |
| IFP Advisors, Inc | 2.37K | Jun 30, 26 | -495 | 0.01% |
| ASSETMARK, INC | 2.36K | Jun 30, 26 | +5 | 0.01% |
| AE Wealth Management LLC | 1.52K | Jun 30, 26 | -1.77K | 0.01% |
| HOLLENCREST CAPITAL MANAGEMENT | 1.43K | Jun 30, 26 | -19.71K | 0.01% |
| SRS Capital Advisors, Inc. | 1.01K | Jun 30, 26 | +1.01K | 0.00% |
| Key FInancial Inc | 989 | Jun 30, 26 | -- | 0.00% |
| Napier Financial, LLC | 790 | Jun 30, 26 | +6 | 0.00% |
| Harbor Asset Planning, Inc. | 710 | Jun 30, 26 | +5 | 0.00% |
| PRIVATE TRUST CO NA | 708 | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 701 | Jun 30, 26 | +5 | 0.00% |
| Allianz Asset Management GmbH | 268 | Jun 30, 26 | -3 | 0.00% |
| HALLMARK CAPITAL MANAGEMENT INC | 237 | Jun 30, 26 | -- | 0.00% |
| FWL INVESTMENT MANAGEMENT, LLC | 146 | Jun 30, 26 | +146 | 0.00% |
| GAMMA Investing LLC | 115 | Jun 30, 26 | -- | 0.00% |
| Fourth Dimension Wealth, LLC | 102 | Jun 30, 26 | +1 | 0.00% |
| Capital Investment Advisory Services, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 1 | Jun 30, 26 | -- | 0.00% |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -24.35K | -- |
| LongView Wealth Management | -- | Jun 30, 26 | -12.15K | -- |
| UNIQUE WEALTH, LLC | -- | Jun 30, 26 | -29.75K | -- |
| Canvas Wealth Advisors, LLC | -- | Jun 30, 26 | -14.74K | -- |
| Total Clarity Wealth Management, Inc. | -- | Jun 30, 26 | -4.91K | -- |
| BLAIR WILLIAM & CO/IL | -- | Jun 30, 26 | -810 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -51.18K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -22.20K | -- |
| Basepoint Wealth LLC | -- | Jun 30, 26 | -9 | -- |
| Merit Financial Group, LLC | -- | Jun 30, 26 | -6.08K | -- |
| United Community Bank | -- | Jun 30, 26 | -2.11K | -- |
| Beacon Capital Management, LLC | -- | Jun 30, 26 | -7.43K | -- |
| Rehmann Capital Advisory Group | -- | Jun 30, 26 | -6.30K | -- |
| BESSEMER GROUP INC | -- | Jun 30, 26 | -28.70K | -- |
| CWM, LLC | 796.20K | Mar 31, 26 | +85.03K | 3.49% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 26.58K | Mar 31, 26 | -3.24K | 0.12% |
| TruWealth Advisors, LLC | 11.63K | Mar 31, 26 | +599 | 0.05% |
| Anchor Investment Management, LLC | 8.00K | Mar 31, 26 | -- | 0.04% |
| Skopos Labs, Inc. | 5.19K | Mar 31, 26 | +5.19K | 0.02% |
| Sunbelt Securities, Inc. | 150 | Mar 31, 26 | -- | 0.00% |
| AIFG Consultants Ltd. | 49.33K | Dec 31, 25 | +1.62K | 0.22% |
| COMERICA BANK | 16.77K | Dec 31, 25 | -10.22K | 0.07% |
| Fortress Wealth Management, Inc. | 6.02K | Sep 30, 25 | +42 | 0.03% |
| Watts Gwilliam & Co., LLC | 4.01K | Sep 30, 25 | -- | 0.02% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -13.93K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 41.35K | Jun 30, 25 | +6.72K | 0.18% |
| Tyler-Stone Wealth Management | 28.62K | Jun 30, 25 | -380 | 0.13% |
| Orion Portfolio Solutions, LLC | 31.56K | Mar 31, 25 | -1.13K | 0.14% |
| Sandy Spring Bank | 1.29K | Mar 31, 25 | -3.32K | 0.01% |
| Riggs Capital Management LLC | 5.64K | Dec 31, 24 | +5.64K | 0.02% |
| WINTRUST INVESTMENTS LLC | 842 | Dec 31, 24 | +62 | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -7.53K | -- |
| Raymond James Financial Services Advisors, Inc. | 88.49K | Sep 30, 24 | -3.43K | 0.39% |
| RAYMOND JAMES & ASSOCIATES | 53.03K | Sep 30, 24 | +7.06K | 0.23% |
| RAYMOND JAMES TRUST N.A. | 42.31K | Sep 30, 24 | -- | 0.19% |
| Levy Wealth Management Group, LLC | 33.85K | Jun 30, 24 | -3.37K | 0.15% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 472 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisors LLC | 311.10K | Mar 31, 24 | +20.28K | 1.36% |
| Cetera Advisor Networks LLC | 94.59K | Mar 31, 24 | +3.39K | 0.41% |
| StrategIQ Financial Group, LLC | 38.56K | Dec 31, 23 | +9.31K | 0.17% |
| BEDEL FINANCIAL CONSULTING INC | 13.18K | Sep 30, 23 | +13.18K | 0.06% |
| Wealth CMT | 41.28K | Jun 30, 23 | +41.28K | 0.18% |
| BerganKDV Wealth Management, LLC | 8.05K | Jun 30, 23 | -- | 0.04% |
| St. James Investment Advisors, LLC | 50 | Dec 31, 22 | -375 | 0.00% |
| American Portfolios Advisors | 815 | Sep 30, 22 | +815 | 0.00% |
| Covington Capital Management | 250 | Sep 30, 22 | -- | 0.00% |
| PALLADIUM PARTNERS LLC | 470.43K | Mar 31, 22 | -113.06K | 2.06% |
| CAPITAL ONE FINANCIAL CORP | 6.67K | Mar 31, 22 | -32.24K | 0.03% |
| Paradigm Financial Advisors, LLC | 7.67K | Dec 31, 21 | -- | 0.03% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -3.45K | -- |
| Winslow, Evans & Crocker, Inc. | 500 | Dec 31, 20 | -- | 0.00% |
| Advisor Group, Inc. | 10.69K | Dec 31, 19 | +1.46K | 0.05% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 4.03K | Dec 31, 19 | +105 | 0.02% |
| Ceros Financial Services Inc. | 10.00K | Mar 31, 19 | +10.00K | 0.04% |
| NEXT Financial Holdings | 3.23K | Mar 31, 19 | +3.23K | 0.01% |
| IFC Holdings Incorporated/FL | 4.24K | Dec 31, 17 | +155 | 0.02% |
| Commonwealth Equity Services, Inc | 35.04K | Jun 30, 17 | +25 | 0.15% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -4.67K | -- |
| Trutina Financial LLC | 5.00K | Dec 31, 16 | -- | 0.02% |
| MSI Financial Services Inc | 350 | Dec 31, 16 | -- | 0.00% |
| STANCORP INVESTMENT ADVISERS INC | 1.91K | Mar 31, 15 | +4 | 0.01% |
| FOUNDERS BANK & TRUST | 4.29K | Dec 31, 14 | -- | 0.02% |
| NEW ENGLAND SECURITIES CORP /MA/ | 93 | Dec 31, 14 | -- | 0.00% |
| UBS AG | 9.07K | Sep 30, 14 | +1.91K | 0.04% |
| Long Wharf Investors, Inc. | 12.15K | Jun 30, 14 | -- | 0.05% |
| Jane Street Holding, LLC | -- | Dec 31, 13 | -27.51K | -- |
| KNIGHT CAPITAL GROUP LLC | 11.81K | Jun 30, 13 | -499 | 0.05% |
| First Allied Securities, Inc. | 175 | Jun 30, 12 | -937 | 0.00% |