TDV(TDV)
TDV
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -686 | -- |
| Security National Bank | -- | Jun 30, 26 | -13 | -- |
| MORGAN STANLEY | 275.51K | Mar 31, 26 | -3.14K | 9.42% |
| Brinker Capital Investments, LLC | 200.97K | Mar 31, 26 | -11.69K | 6.87% |
| BANK OF AMERICA CORP /DE/ | 168.25K | Mar 31, 26 | -12.91K | 5.75% |
| WELLS FARGO & COMPANY/MN | 150.58K | Mar 31, 26 | -6.99K | 5.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 130.99K | Mar 31, 26 | -16.18K | 4.48% |
| LPL Financial LLC | 98.64K | Mar 31, 26 | +4.05K | 3.37% |
| ROYAL BANK OF CANADA | 50.22K | Mar 31, 26 | -9.80K | 1.72% |
| WealthPlan Investment Management, LLC | 48.09K | Mar 31, 26 | -41.79K | 1.64% |
| Mendel Capital Management LLC | 47.43K | Mar 31, 26 | +47.43K | 1.62% |
| GOLDMAN SACHS GROUP INC | 47.02K | Mar 31, 26 | +9.14K | 1.61% |
| ADVISOR GROUP HOLDINGS, INC. | 43.38K | Mar 31, 26 | -3.53K | 1.48% |
| Cetera Investment Advisers | 38.84K | Mar 31, 26 | +1.73K | 1.33% |
| Coston, McIsaac & Partners | 35.38K | Mar 31, 26 | +2.66K | 1.21% |
| Cambridge Investment Research Advisors, Inc. | 32.41K | Mar 31, 26 | -597 | 1.11% |
| RAYMOND JAMES FINANCIAL INC | 30.80K | Mar 31, 26 | -6.45K | 1.05% |
| WealthPLAN Partners, LLC | 29.82K | Mar 31, 26 | -7.93K | 1.02% |
| NewEdge Advisors, LLC | 28.52K | Mar 31, 26 | -75 | 0.98% |
| Mirae Asset Global Investments Co., Ltd. | 24.50K | Mar 31, 26 | -22.00K | 0.84% |
| Pensionmark Financial Group, LLC | 20.34K | Mar 31, 26 | +915 | 0.70% |
| Golden State Equity Partners | 20.33K | Mar 31, 26 | +15.63K | 0.70% |
| Concord Wealth Partners | 13.36K | Mar 31, 26 | -194 | 0.46% |
| Concord Asset Management, LLC/VA | 13.36K | Mar 31, 26 | -194 | 0.46% |
| AMJ Financial Wealth Management | 11.29K | Mar 31, 26 | +584 | 0.39% |
| Geneos Wealth Management Inc. | 10.67K | Mar 31, 26 | +190 | 0.36% |
| Sanctuary Advisors, LLC | 8.60K | Mar 31, 26 | -67 | 0.29% |
| MWA Asset Management | 8.59K | Mar 31, 26 | +154 | 0.29% |
| TWO SIGMA INVESTMENTS, LP | 8.00K | Mar 31, 26 | +1.90K | 0.27% |
| UBS Group AG | 7.46K | Mar 31, 26 | -1.10K | 0.26% |
| Integrated Wealth Concepts LLC | 6.91K | Mar 31, 26 | +6.91K | 0.24% |
| TRUIST FINANCIAL CORP | 6.88K | Mar 31, 26 | +79 | 0.24% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 6.07K | Mar 31, 26 | -3 | 0.21% |
| HighPoint Advisor Group LLC | 5.98K | Mar 31, 26 | -1.63K | 0.20% |
| Private Advisor Group, LLC | 5.87K | Mar 31, 26 | +1 | 0.20% |
| Rossby Financial, LCC | 5.42K | Mar 31, 26 | +495 | 0.19% |
| J.W. COLE ADVISORS, INC. | 5.26K | Mar 31, 26 | +1.14K | 0.18% |
| Sound View Wealth Advisors Group, LLC | 4.82K | Mar 31, 26 | +1 | 0.16% |
| Apollon Financial, LLC | 4.74K | Mar 31, 26 | -- | 0.16% |
| Steward Partners Investment Advisory, LLC | 3.95K | Mar 31, 26 | -141 | 0.14% |
| FMR LLC | 3.45K | Mar 31, 26 | +159 | 0.12% |
| MONEY CONCEPTS CAPITAL CORP | 3.40K | Mar 31, 26 | -113 | 0.12% |
| HARBOUR INVESTMENTS, INC. | 2.24K | Mar 31, 26 | -2.56K | 0.08% |
| Advisory Services Network, LLC | 1.30K | Mar 31, 26 | +1.30K | 0.04% |
| Larson Financial Group LLC | 876 | Mar 31, 26 | -- | 0.03% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 769 | Mar 31, 26 | -- | 0.03% |
| Allworth Financial LP | 572 | Mar 31, 26 | +1 | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 561 | Mar 31, 26 | +2 | 0.02% |
| AE Wealth Management LLC | 231 | Mar 31, 26 | +231 | 0.01% |
| CWM, LLC | 221 | Mar 31, 26 | +221 | 0.01% |
| Atlantic Union Bankshares Corp | 164 | Mar 31, 26 | -- | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 150 | Mar 31, 26 | -- | 0.01% |
| ASSETMARK, INC | 147 | Mar 31, 26 | -320 | 0.01% |
| CITIGROUP INC | 125 | Mar 31, 26 | -- | 0.00% |
| Sunbelt Securities, Inc. | 100 | Mar 31, 26 | -- | 0.00% |
| MAI Capital Management | 81 | Mar 31, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 80 | Mar 31, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 43 | Mar 31, 26 | +1 | 0.00% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 43 | Mar 31, 26 | +43 | 0.00% |
| US BANCORP \DE\ | 39 | Mar 31, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 37 | Mar 31, 26 | +37 | 0.00% |
| FINANCIAL CONSULATE, INC | 31 | Mar 31, 26 | +31 | 0.00% |
| Newbridge Financial Services Group, Inc. | 26 | Mar 31, 26 | -- | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Mar 31, 26 | -2.73K | -- |
| Janney Montgomery Scott LLC | -- | Mar 31, 26 | -10.32K | -- |
| Tower Research Capital LLC (TRC) | -- | Mar 31, 26 | -6.16K | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -100 | -- |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | -- | Mar 31, 26 | -18.73K | -- |
| Global Retirement Partners, LLC | 2.82K | Dec 31, 25 | -- | 0.10% |
| SageView Advisory Group, LLC | 478 | Dec 31, 25 | +478 | 0.02% |
| Binnacle Investments Inc | 106 | Sep 30, 25 | +106 | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 11.85K | Jun 30, 25 | -3.59K | 0.41% |
| Orion Portfolio Solutions, LLC | 245.09K | Mar 31, 25 | -15.35K | 8.38% |
| Raymond James Financial Services Advisors, Inc. | 91.40K | Sep 30, 24 | -6.60K | 3.13% |
| RAYMOND JAMES & ASSOCIATES | 43.52K | Sep 30, 24 | +670 | 1.49% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 3.68K | Jun 30, 24 | -- | 0.13% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 838 | Jun 30, 24 | -8 | 0.03% |
| ICA Group Wealth Management, LLC | 31 | Jun 30, 24 | -332 | 0.00% |
| Cetera Advisor Networks LLC | 19.21K | Mar 31, 24 | +718 | 0.66% |
| Cetera Advisors LLC | 3.99K | Mar 31, 24 | +3.99K | 0.14% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 41.64K | Sep 30, 23 | +2.76K | 1.42% |
| American Portfolios Advisors | 2.13K | Sep 30, 22 | -325 | 0.07% |
| Cardan Capital Partners, LLC | 156.09K | Sep 30, 21 | -5.77K | 5.34% |
| Winslow, Evans & Crocker, Inc. | 100 | Dec 31, 20 | +100 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 983 | Dec 31, 19 | +983 | 0.03% |
| Advisor Group, Inc. | 100 | Dec 31, 19 | +100 | 0.00% |