| SG Americas Securities, LLC | 80.00K | Jun 30, 26 | -- | 16.62% |
| BARCLAYS PLC | 60.00K | Jun 30, 26 | -- | 12.46% |
| Creative Planning | 27.22K | Jun 30, 26 | -205 | 5.65% |
| LPL Financial LLC | 16.71K | Jun 30, 26 | +2.03K | 3.47% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.12K | Jun 30, 26 | -3.33K | 3.14% |
| TRUEFG, LLC | 11.79K | Jun 30, 26 | -121 | 2.45% |
| MATHER GROUP, LLC. | 11.19K | Jun 30, 26 | -- | 2.32% |
| JPMORGAN CHASE & CO | 8.18K | Jun 30, 26 | -- | 1.70% |
| American Trust Investment Advisors, LLC | 6.14K | Jun 30, 26 | +102 | 1.28% |
| GOLDMAN SACHS GROUP INC | 5.85K | Jun 30, 26 | -- | 1.22% |
| FORTERIS WEALTH MANAGEMENT INC. | 5.78K | Jun 30, 26 | -- | 1.20% |
| BlackRock, Inc. | 5.08K | Jun 30, 26 | -- | 1.06% |
| ADIRONDACK TRUST CO | 1.23K | Jun 30, 26 | +1.23K | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 1.03K | Jun 30, 26 | +500 | 0.21% |
| Ronald Blue Trust, Inc. | 727 | Jun 30, 26 | +727 | 0.15% |
| CENTRAL TRUST Co | 620 | Jun 30, 26 | -- | 0.13% |
| ROTHSCHILD INVESTMENT LLC | 400 | Jun 30, 26 | -- | 0.08% |
| HARBOUR INVESTMENTS, INC. | 208 | Jun 30, 26 | +1 | 0.04% |
| Steward Partners Investment Advisory, LLC | 200 | Jun 30, 26 | -250 | 0.04% |
| Abound Wealth Management | 166 | Jun 30, 26 | -- | 0.03% |
| VANGUARD ADVISERS INC | 10 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | +1 | 0.00% |
| MORGAN STANLEY | 1 | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | -- | Jun 30, 26 | -11.60K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -110 | -- |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -- | Jun 30, 26 | -5.16K | -- |
| Motiv8 Investments LLC | 43 | Dec 31, 25 | +43 | 0.01% |
| Atria Wealth Solutions, Inc. | 3.18K | Jun 30, 25 | +3.18K | 0.66% |
| Legacy Investment Solutions, LLC | 110 | Jun 30, 25 | +110 | 0.02% |