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Institutional Ownership

Top 129 Institutional Holders
HolderSharesDateChange% Held
SEI INVESTMENTS CO1.69MJun 30, 26+396.57K13.11%
RAYMOND JAMES FINANCIAL INC675.60KJun 30, 26+120.50K5.24%
Insight Wealth Strategies, LLC557.68KJun 30, 26+281.91K4.32%
Cetera Investment Advisers301.29KJun 30, 26+56.16K2.33%
CASTLE WEALTH MANAGEMENT LLC267.07KJun 30, 26+3882.07%
BANK OF AMERICA CORP /DE/252.31KJun 30, 26+57.16K1.96%
STIFEL FINANCIAL CORP242.89KJun 30, 26+80.99K1.88%
COMMONWEALTH EQUITY SERVICES, LLC214.73KJun 30, 26-1.80K1.66%
My Personal CFO, LLC183.19KJun 30, 26+12.04K1.42%
Steel Peak Wealth Management LLC176.28KJun 30, 26-16.34K1.37%
GOLDMAN SACHS GROUP INC173.49KJun 30, 26-66.68K1.34%
Strategic Financial Concepts, LLC168.40KJun 30, 26+24.86K1.31%
NESTEGG ADVISORS, INC.164.01KJun 30, 26+149.22K1.27%
Matrix Trust Co160.00KJun 30, 26+160.00K1.24%
Flavin Financial Services, Inc.155.73KJun 30, 26+20.36K1.21%
ENVESTNET ASSET MANAGEMENT INC146.53KJun 30, 26+43.26K1.14%
VICUS CAPITAL145.34KJun 30, 26+53.41K1.13%
Bridgelight Financial Advisors, Inc.139.84KJun 30, 26+27.30K1.08%
ADVISOR GROUP HOLDINGS, INC.134.07KJun 30, 26+19.81K1.04%
4J Wealth Management LLC132.15KJun 30, 26-9.23K1.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC116.95KJun 30, 26+46.09K0.91%
AVISO WEALTH MANAGEMENT106.13KJun 30, 26+10.09K0.82%
Kestra Advisory Services, LLC99.80KJun 30, 26+22.29K0.77%
Retirement Management Systems Inc.98.09KJun 30, 26+7.61K0.76%
VERUS CAPITAL PARTNERS, LLC97.52KJun 30, 26+97.52K0.76%
PRINCIPAL SECURITIES, INC.88.52KJun 30, 26+36.11K0.69%
Clarity Retirement & Wealth, LLC85.23KJun 30, 26+10.22K0.66%
Advyzon Investment Management, LLC84.87KJun 30, 26+21.42K0.66%
LPL Financial LLC77.98KJun 30, 26+54.30K0.60%
Cambridge Investment Research Advisors, Inc.72.93KJun 30, 26-6.00K0.57%
Beacon Pointe Advisors, LLC58.62KJun 30, 26+28.64K0.45%
River Street Advisors LLC57.25KJun 30, 26+4.44K0.44%
Clark Capital Management Group, Inc.55.11KJun 30, 26+2.42K0.43%
Turning Point Benefit Group, Inc.53.29KJun 30, 26+25.13K0.41%
CITADEL ADVISORS LLC40.58KJun 30, 26+4.82K0.31%
Red Mountain Financial, LLC39.61KJun 30, 26+6770.31%
PRICE T ROWE ASSOCIATES INC /MD/38.30KJun 30, 26-4.30K0.30%
Farther Finance Advisors, LLC36.92KJun 30, 26+6.16K0.29%
McNamara Financial Services, Inc.33.16KJun 30, 26+9860.26%
TRUIST FINANCIAL CORP32.73KJun 30, 26-6230.25%
Sovran Advisors, LLC31.27KJun 30, 26+1.45K0.24%
True Wealth Design, LLC27.80KJun 30, 26-9.79K0.22%
Mariner, LLC24.97KJun 30, 26+1.76K0.19%
MML INVESTORS SERVICES, LLC24.66KJun 30, 26+7.19K0.19%
OneAscent Financial Services LLC22.73KJun 30, 26-3470.18%
Dynamic Advisor Solutions LLC22.40KJun 30, 26+1.30K0.17%
JANE STREET GROUP, LLC21.38KJun 30, 26-20.10K0.17%
Merit Financial Group, LLC18.47KJun 30, 26+1.17K0.14%
ROYAL BANK OF CANADA15.97KJun 30, 26+13.90K0.12%
DAHRING | CUSMANO LLC14.29KJun 30, 26+1.64K0.11%
1620 INVESTMENT ADVISORS, INC.13.27KJun 30, 26+2900.10%
LEVEL FOUR ADVISORY SERVICES, LLC13.06KJun 30, 26+770.10%
NFP Retirement, Inc.13.02KJun 30, 26+1.29K0.10%
Arkadios Wealth Advisors12.97KJun 30, 26+5.22K0.10%
J.W. COLE ADVISORS, INC.12.91KJun 30, 26+12.91K0.10%
Clear Creek Financial Management, LLC12.88KJun 30, 26-6590.10%
Spire Wealth Management11.41KJun 30, 26-1.37K0.09%
K2 Financial Inc.11.25KJun 30, 26+5150.09%
Platt Wealth Management LLC11.13KJun 30, 26+2.57K0.09%
Tempus Wealth Planning, LLC10.46KJun 30, 26+10.46K0.08%
TD Waterhouse Canada Inc.9.67KJun 30, 26+7.50K0.07%
DAVENPORT & Co LLC9.00KJun 30, 26+9.00K0.07%
United Advisor Group, LLC8.98KJun 30, 26+3.74K0.07%
NewEdge Advisors, LLC7.76KJun 30, 26+1980.06%
GREAT VALLEY ADVISOR GROUP, INC.7.73KJun 30, 26+2120.06%
HARBOUR INVESTMENTS, INC.7.46KJun 30, 26+1.29K0.06%
Csenge Advisory Group7.37KJun 30, 26+3590.06%
N.E.W. Advisory Services LLC7.17KJun 30, 26-16.71K0.06%
SCHMIDT P J INVESTMENT MANAGEMENT INC7.00KJun 30, 26--0.05%
WealthCare Asset Management, LLC6.36KJun 30, 26+6.36K0.05%
Occidental Asset Management, LLC5.82KJun 30, 26--0.05%
Jefferies Financial Group Inc.5.67KJun 30, 26-1.93K0.04%
D.A. DAVIDSON & CO.5.42KJun 30, 26-6110.04%
Retirement Planning Group5.11KJun 30, 26--0.04%
Global Retirement Partners, LLC4.96KJun 30, 26+4.96K0.04%
Allworth Financial LP4.89KJun 30, 26+120.04%
FIFTH THIRD SECURITIES, INC.4.87KJun 30, 26+4.87K0.04%
Cottage Street Advisors LLC4.84KJun 30, 26-440.04%
ALEXANDER LABRUNERIE & CO., INC.4.68KJun 30, 26--0.04%
PARK AVENUE SECURITIES LLC4.58KJun 30, 26+4.58K0.04%
Perigon Wealth Management, LLC4.41KJun 30, 26+4.41K0.03%
TWO SIGMA SECURITIES, LLC4.34KJun 30, 26+4.34K0.03%
Cranbrook Wealth Management, LLC3.41KJun 30, 26+750.03%
MORGAN STANLEY3.06KJun 30, 26+10.02%
OLD SECOND NATIONAL BANK OF AURORA2.46KJun 30, 26+4060.02%
EverSource Wealth Advisors, LLC2.45KJun 30, 26--0.02%
PRIVATE TRUST CO NA1.89KJun 30, 26+1.88K0.01%
Ameritas Advisory Services, LLC1.50KJun 30, 26-2.95K0.01%
WPG Advisers, LLC1.09KJun 30, 26+50.01%
BlackRock, Inc.1.00KJun 30, 26--0.01%
PNC FINANCIAL SERVICES GROUP, INC.778Jun 30, 26+7780.01%
CoreCap Advisors, LLC622Jun 30, 26-4280.00%
Allied Private Wealth LLC490Jun 30, 26+4900.00%
Silver Grove Financial Group, Inc.427Jun 30, 26--0.00%
BROWN, LISLE/CUMMINGS, INC.400Jun 30, 26-110.00%
MERCER GLOBAL ADVISORS INC /ADV392Jun 30, 26+3920.00%
Rossby Financial, LCC346Jun 30, 26-50.00%
Geneos Wealth Management Inc.300Jun 30, 26--0.00%
IFP Advisors, Inc250Jun 30, 26+2500.00%
AdvisorNet Financial, Inc249Jun 30, 26+2490.00%
Integrated Wealth Concepts LLC213Jun 30, 26+2130.00%
Cape Investment Advisory, Inc.204Jun 30, 26+2040.00%
Capital Investment Advisory Services, LLC200Jun 30, 26--0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.150Jun 30, 26+20.00%
Synergy Investment Management, LLC84Jun 30, 26+840.00%
TOP Private Wealth LLC.77Jun 30, 26+770.00%
Ronald Blue Trust, Inc.53Jun 30, 26+530.00%
AMERIFLEX GROUP, INC.50Jun 30, 26+500.00%
Continuum Advisory, LLC49Jun 30, 26+490.00%
Signature Equity Partners, LLC41Jun 30, 26--0.00%
Triumph Capital Management38Jun 30, 26+310.00%
ASSETMARK, INC18Jun 30, 26+180.00%
HORIZON FINANCIAL SERVICES, LLC11Jun 30, 26+110.00%
Cornerstone Planning Group LLC9Jun 30, 26-60.00%
FMR LLC1Jun 30, 26-100.00%
WELLS FARGO & COMPANY/MN1Jun 30, 26-20.00%
Advisory Services Network, LLC--Jun 30, 26-56--
OLD MISSION CAPITAL LLC--Jun 30, 26-47.18K--
Formidable Asset Management, LLC--Jun 30, 26-4.70K--
Prospera Financial Services Inc--Jun 30, 26-24.85K--
Luken Investment Analytics, LLC--Jun 30, 26-41--
CLEAR INVESTMENT RESEARCH, LLC--Jun 30, 26-2.59K--
Eaton Financial Holdings Company, LLC--Jun 30, 26-18.68K--
Park Square Financial Group, LLC--Jun 30, 26-6--
JPMORGAN CHASE & CO--Jun 30, 26-1.47K--
WFA of San Diego, LLC--Jun 30, 26-304--
Financial Connections Group, Inc.500Mar 31, 26--0.00%
CIBC Private Wealth Group, LLC23Dec 31, 25+160.00%
First Horizon Advisors, Inc.46Jun 30, 25+460.00%

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