TOLZ(TOLZ)
TOLZ
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 593.26K | Jun 30, 26 | +187.01K | 18.59% |
| Aprio Wealth Management, LLC | 372.60K | Jun 30, 26 | -13.89K | 11.67% |
| Gradient Investments LLC | 355.83K | Jun 30, 26 | +15.11K | 11.15% |
| Aaron Wealth Advisors LLC | 213.38K | Jun 30, 26 | +7.04K | 6.68% |
| MERCER GLOBAL ADVISORS INC /ADV | 98.72K | Jun 30, 26 | +28.69K | 3.09% |
| ALLIANCEBERNSTEIN L.P. | 62.84K | Jun 30, 26 | -- | 1.97% |
| WELLS FARGO & COMPANY/MN | 60.03K | Jun 30, 26 | -8.32K | 1.88% |
| Wealth Architects, LLC | 56.28K | Jun 30, 26 | -71 | 1.76% |
| Fortis Advisors, LLC | 52.83K | Jun 30, 26 | +209 | 1.66% |
| LPL Financial LLC | 48.32K | Jun 30, 26 | +11.35K | 1.51% |
| Envestnet Portfolio Solutions, Inc. | 37.51K | Jun 30, 26 | +1.77K | 1.18% |
| Allodium Investment Consultants, LLC | 34.35K | Jun 30, 26 | +1.05K | 1.08% |
| FIRST CITIZENS BANK & TRUST CO | 33.43K | Jun 30, 26 | -1.37K | 1.05% |
| Pitcairn Wealth Advisors LLC | 28.68K | Jun 30, 26 | -3.56K | 0.90% |
| BANK OF AMERICA CORP /DE/ | 26.69K | Jun 30, 26 | +1.82K | 0.84% |
| J.W. COLE ADVISORS, INC. | 21.85K | Jun 30, 26 | +493 | 0.68% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 21.61K | Jun 30, 26 | -555 | 0.68% |
| Brown Financial Advisors | 18.98K | Jun 30, 26 | +202 | 0.59% |
| Vestcor Inc | 17.92K | Jun 30, 26 | +4.12K | 0.56% |
| Paladin Wealth, LLC | 16.46K | Jun 30, 26 | +1.79K | 0.52% |
| PRINCIPAL FINANCIAL GROUP INC | 16.05K | Jun 30, 26 | -16.45K | 0.50% |
| Cambridge Investment Research Advisors, Inc. | 13.52K | Jun 30, 26 | +9.66K | 0.42% |
| RAYMOND JAMES FINANCIAL INC | 13.50K | Jun 30, 26 | +1.65K | 0.42% |
| JOHNSON INVESTMENT COUNSEL INC | 12.71K | Jun 30, 26 | -924 | 0.40% |
| Mariner, LLC | 12.04K | Jun 30, 26 | -33 | 0.38% |
| Mattson Financial Services, LLC | 11.47K | Jun 30, 26 | +209 | 0.36% |
| Sanctuary Advisors, LLC | 10.34K | Jun 30, 26 | -119 | 0.32% |
| SG Americas Securities, LLC | 9.15K | Jun 30, 26 | +9.15K | 0.29% |
| Eaton Financial Holdings Company, LLC | 9.06K | Jun 30, 26 | +9.06K | 0.28% |
| Kestra Advisory Services, LLC | 8.38K | Jun 30, 26 | +58 | 0.26% |
| UBS Group AG | 7.99K | Jun 30, 26 | +1.88K | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 7.95K | Jun 30, 26 | -334 | 0.25% |
| First Financial Bank - Trust Division | 7.75K | Jun 30, 26 | +425 | 0.24% |
| Paragon Capital Management Ltd | 7.22K | Jun 30, 26 | -- | 0.23% |
| ROYAL BANK OF CANADA | 7.13K | Jun 30, 26 | -25 | 0.22% |
| Bell Bank | 7.00K | Jun 30, 26 | -- | 0.22% |
| SVB WEALTH LLC | 5.88K | Jun 30, 26 | -143 | 0.18% |
| STIFEL FINANCIAL CORP | 5.35K | Jun 30, 26 | -120 | 0.17% |
| Koshinski Asset Management, Inc. | 5.13K | Jun 30, 26 | -95 | 0.16% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4.48K | Jun 30, 26 | -206 | 0.14% |
| TD Waterhouse Canada Inc. | 4.29K | Jun 30, 26 | +1.80K | 0.13% |
| First Citizens Asset Management, Inc. | 3.79K | Jun 30, 26 | +132 | 0.12% |
| Capital Advisors, Ltd. LLC | 3.60K | Jun 30, 26 | -- | 0.11% |
| Cetera Investment Advisers | 3.43K | Jun 30, 26 | +3.43K | 0.11% |
| FIFTH THIRD BANCORP | 2.88K | Jun 30, 26 | +1.04K | 0.09% |
| Strategic Wealth Partners, Ltd. | 2.10K | Jun 30, 26 | -522 | 0.07% |
| Brentview Investment Management LLC | 800 | Jun 30, 26 | -- | 0.03% |
| Aptus Capital Advisors, LLC | 786 | Jun 30, 26 | -- | 0.02% |
| ASSETMARK, INC | 585 | Jun 30, 26 | +585 | 0.02% |
| JPMORGAN CHASE & CO | 299 | Jun 30, 26 | +299 | 0.01% |
| FMR LLC | 297 | Jun 30, 26 | -111 | 0.01% |
| Geneos Wealth Management Inc. | 250 | Jun 30, 26 | -- | 0.01% |
| Regatta Research & Money Management | 238 | Jun 30, 26 | +238 | 0.01% |
| Integrated Wealth Concepts LLC | 236 | Jun 30, 26 | +236 | 0.01% |
| NBC SECURITIES, INC. | 168 | Jun 30, 26 | -- | 0.01% |
| High Note Wealth, LLC | 91 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 85 | Jun 30, 26 | -9 | 0.00% |
| Colonial Trust Co / SC | 72 | Jun 30, 26 | -- | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 30 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | -- | Jun 30, 26 | -63 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -122 | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | -- | Jun 30, 26 | -104 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -53.24K | -- |
| SeaCrest Wealth Management, LLC | -- | Jun 30, 26 | -9.59K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -7.45K | -- |
| GLENMEDE TRUST CO NA | -- | Jun 30, 26 | -3.56K | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -178 | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -4.61K | -- |
| CWM, LLC | 16 | Mar 31, 26 | +16 | 0.00% |
| COMERICA BANK | 2.67K | Dec 31, 25 | +721 | 0.08% |
| CIBC Private Wealth Group, LLC | 2.10K | Dec 31, 25 | -2.79K | 0.07% |
| Apexium Financial, LP | 27.24K | Sep 30, 25 | -2.68K | 0.85% |
| PITCAIRN CO | 22.86K | Sep 30, 25 | -9.38K | 0.72% |
| FSA Wealth Management LLC | 167 | Sep 30, 25 | +4 | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 4.89K | Sep 30, 24 | -546 | 0.15% |
| Intercontinental Wealth Advisors, LLC | 7.33K | Jun 30, 23 | -5.25K | 0.23% |
| Sargent Bickham Lagudis LLC | 452 | Dec 31, 22 | -- | 0.01% |
| American Portfolios Advisors | 252 | Sep 30, 22 | +252 | 0.01% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -2.27K | -- |
| FCG ADVISORS, LLC | 18.25K | Sep 30, 20 | +102 | 0.57% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.82K | Dec 31, 19 | +10 | 0.06% |
| Advisor Group, Inc. | 343 | Dec 31, 19 | -- | 0.01% |
| NEXT Financial Holdings | 2.00K | Mar 31, 19 | +2.00K | 0.06% |
| MSI Financial Services Inc | 140 | Dec 31, 16 | -100 | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 253 | Dec 31, 14 | +3 | 0.01% |