Liberty All-Star Equity Fund(USA)

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Liberty All-Star Equity Fund(USA)

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Institutional Ownership

Top 345 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	5.86M	Jun 30, 26	+1.17M	1.90%
RAYMOND JAMES FINANCIAL INC	4.81M	Jun 30, 26	-644.18K	1.56%
RIVERNORTH CAPITAL MANAGEMENT, LLC	4.33M	Jun 30, 26	-863.30K	1.41%
Saba Capital Management, L.P.	3.86M	Jun 30, 26	+3.86M	1.25%
LPL Financial LLC	3.35M	Jun 30, 26	-49.76K	1.09%
Karpus Management, Inc.	3.27M	Jun 30, 26	+155.36K	1.06%
ROYAL BANK OF CANADA	2.20M	Jun 30, 26	-72.75K	0.71%
ABSOLUTE INVESTMENT ADVISERS, LLC	2.18M	Jun 30, 26	-238.62K	0.71%
Man Group plc	2.11M	Jun 30, 26	+791.90K	0.69%
Janney Montgomery Scott LLC	1.66M	Jun 30, 26	+1.66M	0.54%
Shaker Financial Services, LLC	1.65M	Jun 30, 26	+698.25K	0.53%
AMERIPRISE FINANCIAL INC	1.56M	Jun 30, 26	+13.23K	0.51%
1607 Capital Partners, LLC	1.48M	Jun 30, 26	+146.51K	0.48%
Allspring Global Investments Holdings, LLC	1.37M	Jun 30, 26	+759.51K	0.45%
GUGGENHEIM CAPITAL LLC	1.34M	Jun 30, 26	+236.28K	0.44%
Penserra Capital Management LLC	1.30M	Jun 30, 26	+49.60K	0.42%
Quarry LP	1.05M	Jun 30, 26	-21.14K	0.34%
WOLVERINE ASSET MANAGEMENT LLC	1.03M	Jun 30, 26	+91.13K	0.33%
WELLS FARGO & COMPANY/MN	1.00M	Jun 30, 26	-144.98K	0.33%
Almitas Capital LLC	798.34K	Jun 30, 26	+402.86K	0.26%
ADVISOR GROUP HOLDINGS, INC.	793.16K	Jun 30, 26	-22.02K	0.26%
RPO LLC	690.20K	Jun 30, 26	+116.50K	0.22%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	659.07K	Jun 30, 26	+17.47K	0.21%
COHEN & STEERS, INC.	645.00K	Jun 30, 26	-105.00K	0.21%
TWO SIGMA INVESTMENTS, LP	616.60K	Jun 30, 26	--	0.20%
Cetera Investment Advisers	585.02K	Jun 30, 26	+27.07K	0.19%
Cambridge Investment Research Advisors, Inc.	573.24K	Jun 30, 26	+9.92K	0.19%
Logan Stone Capital, LLC	446.99K	Jun 30, 26	+446.99K	0.15%
PNC FINANCIAL SERVICES GROUP, INC.	438.14K	Jun 30, 26	+368	0.14%
INDEPENDENT FINANCIAL GROUP, LLC	412.82K	Jun 30, 26	-32.31K	0.13%
Private Advisor Group, LLC	377.87K	Jun 30, 26	-2.04K	0.12%
Kestra Advisory Services, LLC	372.91K	Jun 30, 26	+53.12K	0.12%
Integrated Wealth Concepts LLC	367.04K	Jun 30, 26	-5.84K	0.12%
BOOTHBAY FUND MANAGEMENT, LLC	345.10K	Jun 30, 26	+58.25K	0.11%
SIT INVESTMENT ASSOCIATES INC	329.02K	Jun 30, 26	+100.00K	0.11%
BANK OF AMERICA CORP /DE/	296.24K	Jun 30, 26	+12.61K	0.10%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	295.80K	Jun 30, 26	+60.84K	0.10%
PMG Family Office LLC	276.05K	Jun 30, 26	+10.40K	0.09%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	275.08K	Jun 30, 26	+237.86K	0.09%
HighTower Advisors, LLC	270.46K	Jun 30, 26	-102.75K	0.09%
UBS Group AG	258.48K	Jun 30, 26	-99.16K	0.08%
Quantedge Capital Pte Ltd	244.30K	Jun 30, 26	+244.30K	0.08%
MINDSET WEALTH MANAGEMENT, LLC	236.40K	Jun 30, 26	-1.20K	0.08%
Steward Partners Investment Advisory, LLC	222.49K	Jun 30, 26	+31.17K	0.07%
CSS LLC/IL	212.65K	Jun 30, 26	+5.42K	0.07%
Invesco Ltd.	209.86K	Jun 30, 26	-104.12K	0.07%
NewEdge Advisors, LLC	208.91K	Jun 30, 26	+31.70K	0.07%
JANE STREET GROUP, LLC	205.82K	Jun 30, 26	+91.36K	0.07%
COMMONWEALTH EQUITY SERVICES, LLC	203.25K	Jun 30, 26	+14.95K	0.07%
Gladstone Institutional Advisory LLC	193.05K	Jun 30, 26	+193.05K	0.06%
KINGSWOOD WEALTH ADVISORS, LLC	169.18K	Jun 30, 26	+97.02K	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	168.03K	Jun 30, 26	-12.97K	0.05%
WEDBUSH SECURITIES INC	167.73K	Jun 30, 26	+16.62K	0.05%
D.A. DAVIDSON & CO.	167.44K	Jun 30, 26	-37.94K	0.05%
XTX Topco Ltd	166.76K	Jun 30, 26	+152.13K	0.05%
Westbourne Investment Advisors, Inc.	163.70K	Jun 30, 26	-21.00K	0.05%
OPPENHEIMER & CO INC	162.38K	Jun 30, 26	+4.13K	0.05%
BARTLETT & CO. WEALTH MANAGEMENT LLC	159.83K	Jun 30, 26	-14.41K	0.05%
Live Oak Private Wealth LLC	158.59K	Jun 30, 26	--	0.05%
Prospera Financial Services Inc	156.10K	Jun 30, 26	+24.07K	0.05%
LANGLEY WEALTH MANAGEMENT, LLC	154.15K	Jun 30, 26	+154.15K	0.05%
Advocate Investing Services LLC	151.24K	Jun 30, 26	+2.87K	0.05%
Advisors Asset Management, Inc.	144.46K	Jun 30, 26	+144.46K	0.05%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	143.88K	Jun 30, 26	-13.28K	0.05%
Bleakley Financial Group, LLC	143.86K	Jun 30, 26	+143.86K	0.05%
RB Capital Management, LLC	136.66K	Jun 30, 26	-5.41K	0.04%
TrueMark Investments, LLC	134.25K	Jun 30, 26	+8.88K	0.04%
EXCEL SECURITIES & ASSOCIATES, INC.	125.80K	Jun 30, 26	+3.20K	0.04%
Mariner, LLC	125.37K	Jun 30, 26	-2.60K	0.04%
J.W. COLE ADVISORS, INC.	125.20K	Jun 30, 26	+125.20K	0.04%
Concurrent Investment Advisors, LLC	124.75K	Jun 30, 26	-1.01K	0.04%
ENVESTNET ASSET MANAGEMENT INC	119.55K	Jun 30, 26	+44.03K	0.04%
STIFEL FINANCIAL CORP	117.22K	Jun 30, 26	-10.92K	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	105.57K	Jun 30, 26	+21.49K	0.03%
EVOLVE PRIVATE WEALTH, LLC	105.21K	Jun 30, 26	+58.75K	0.03%
Abel Hall, LLC	103.00K	Jun 30, 26	--	0.03%
Stockman Wealth Management, Inc.	99.56K	Jun 30, 26	--	0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	97.20K	Jun 30, 26	-10.79K	0.03%
Advisory Advocates, LLC	96.68K	Jun 30, 26	-3.85K	0.03%
Clear Creek Financial Management, LLC	93.25K	Jun 30, 26	-6.55K	0.03%
Creative Planning	83.52K	Jun 30, 26	+12.93K	0.03%
Dakota Wealth Management	82.79K	Jun 30, 26	+7.81K	0.03%
Allworth Financial LP	79.44K	Jun 30, 26	-2	0.03%
Samalin Investment Counsel, LLC	76.47K	Jun 30, 26	-26.01K	0.02%
WEALTH EFFECTS LLC	76.24K	Jun 30, 26	+2.00K	0.02%
Intrua Financial, LLC	75.88K	Jun 30, 26	+75.88K	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	65.71K	Jun 30, 26	+65.71K	0.02%
Calamos Advisors LLC	62.27K	Jun 30, 26	+4.15K	0.02%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	61.47K	Jun 30, 26	+61.47K	0.02%
Patten Group, Inc.	60.03K	Jun 30, 26	-3.75K	0.02%
IHT Wealth Management, LLC	59.89K	Jun 30, 26	-3.01K	0.02%
Coquina Private Wealth LLC	58.70K	Jun 30, 26	-6.65K	0.02%
Kovack Advisors, Inc.	57.28K	Jun 30, 26	+995	0.02%
HighPoint Advisor Group LLC	54.78K	Jun 30, 26	+1.39K	0.02%
READYSTATE ASSET MANAGEMENT LP	54.38K	Jun 30, 26	+54.38K	0.02%
Sage Capital Advisors,llc	52.49K	Jun 30, 26	+1.01K	0.02%
Heritage Wealth Management, Inc.	51.83K	Jun 30, 26	+51.83K	0.02%
MSH Capital Advisors LLC	50.19K	Jun 30, 26	-770	0.02%
WealthTrust Asset Management, LLC	44.51K	Jun 30, 26	-6.34K	0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	43.58K	Jun 30, 26	--	0.01%
BENJAMIN EDWARDS INC	42.08K	Jun 30, 26	+35	0.01%
PRINCIPAL SECURITIES, INC.	41.82K	Jun 30, 26	-20.15K	0.01%
AQR CAPITAL MANAGEMENT LLC	40.90K	Jun 30, 26	--	0.01%
DECISION INVESTMENTS, INC	38.57K	Jun 30, 26	+26.68K	0.01%
NWF Advisory Services Inc.	38.55K	Jun 30, 26	-3.15K	0.01%
Institute for Wealth Management, LLC.	38.37K	Jun 30, 26	-50.69K	0.01%
TRUIST FINANCIAL CORP	37.28K	Jun 30, 26	+37.28K	0.01%
CHOREO, LLC	35.44K	Jun 30, 26	+2.19K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	34.41K	Jun 30, 26	-25.33K	0.01%
Onyx Bridge Wealth Group LLC	34.02K	Jun 30, 26	+3.07K	0.01%
Integrity Advisory Solutions, LLC	33.15K	Jun 30, 26	+22.49K	0.01%
Beacon Pointe Advisors, LLC	32.89K	Jun 30, 26	-9.04K	0.01%
Altus Wealth Group LLC	31.77K	Jun 30, 26	--	0.01%
CAPTRUST FINANCIAL ADVISORS	31.23K	Jun 30, 26	-3.44K	0.01%
Global Retirement Partners, LLC	30.52K	Jun 30, 26	+30.52K	0.01%
Baird Financial Group, Inc.	30.10K	Jun 30, 26	+1.50K	0.01%
MGO ONE SEVEN LLC	29.84K	Jun 30, 26	+17.82K	0.01%
NBC SECURITIES, INC.	28.59K	Jun 30, 26	-10.24K	0.01%
OpenArc Corporate Advisory, LLC	27.89K	Jun 30, 26	+27.89K	0.01%
Colony Group, LLC	27.48K	Jun 30, 26	+25	0.01%
Astoria Portfolio Advisors LLC.	27.33K	Jun 30, 26	+73	0.01%
Merit Financial Group, LLC	26.07K	Jun 30, 26	+4.81K	0.01%
Procyon Advisors, LLC	25.16K	Jun 30, 26	+132	0.01%
CARY STREET PARTNERS FINANCIAL LLC	25.00K	Jun 30, 26	-925	0.01%
Ameritas Advisory Services, LLC	24.98K	Jun 30, 26	--	0.01%
Quad-Cities Investment Group, LLC	22.77K	Jun 30, 26	-8.29K	0.01%
Next Level Wealth Planning, LLC	22.61K	Jun 30, 26	--	0.01%
Cushing Capital Partners, LLC	22.03K	Jun 30, 26	-13	0.01%
EP Wealth Advisors, LLC	21.73K	Jun 30, 26	+21.73K	0.01%
Triumph Capital Management	21.15K	Jun 30, 26	-4.76K	0.01%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	20.99K	Jun 30, 26	+295	0.01%
TCG Advisory Services, LLC	20.76K	Jun 30, 26	--	0.01%
RFG Advisory, LLC	20.19K	Jun 30, 26	+3.29K	0.01%
NOMURA HOLDINGS INC	20.00K	Jun 30, 26	+20.00K	0.01%
CoreCap Advisors, LLC	19.80K	Jun 30, 26	+74	0.01%
United Community Bank	19.59K	Jun 30, 26	+499	0.01%
VISTA INVESTMENT PARTNERS II, LLC	19.52K	Jun 30, 26	--	0.01%
INGALLS & SNYDER LLC	19.41K	Jun 30, 26	--	0.01%
Warner Group LLC	19.37K	Jun 30, 26	+19.37K	0.01%
Summit Financial, LLC	18.74K	Jun 30, 26	+18.74K	0.01%
PARK AVENUE SECURITIES LLC	18.70K	Jun 30, 26	+18.70K	0.01%
Ancora Advisors, LLC	18.68K	Jun 30, 26	-389	0.01%
Manske Wealth Management	18.52K	Jun 30, 26	--	0.01%
Smith Asset Management Co., LLC	18.20K	Jun 30, 26	-350	0.01%
Beacon Capital Management, LLC	18.18K	Jun 30, 26	+4	0.01%
MILLENNIUM MANAGEMENT LLC	17.77K	Jun 30, 26	--	0.01%
Mendel Capital Management LLC	17.75K	Jun 30, 26	--	0.01%
Avidian Wealth Solutions, LLC	17.65K	Jun 30, 26	+280	0.01%
ACCREDITED INVESTOR SERVICES, LLC	17.20K	Jun 30, 26	+5.99K	0.01%
SAX WEALTH ADVISORS, LLC	16.76K	Jun 30, 26	--	0.01%
Quantum Private Wealth, LLC	16.71K	Jun 30, 26	--	0.01%
Harbour Wealth Management Group, Inc.	16.50K	Jun 30, 26	+369	0.01%
STEPHENS INC /AR/	16.35K	Jun 30, 26	+372	0.01%
Golden State Wealth Management, LLC	16.17K	Jun 30, 26	+412	0.01%
HRT FINANCIAL LP	16.15K	Jun 30, 26	+16.15K	0.01%
AMERIFLEX GROUP, INC.	16.09K	Jun 30, 26	+408	0.01%
NORTHERN TRUST CORP	15.91K	Jun 30, 26	-19.72K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	15.80K	Jun 30, 26	-6.55K	0.01%
Stratos Wealth Partners, LTD.	15.66K	Jun 30, 26	+1.95K	0.01%
Community Financial Services Group, LLC	15.12K	Jun 30, 26	--	0.00%
Blue Rock Wealth Management LLC	15.00K	Jun 30, 26	+2.50K	0.00%
Graves Light Lenhart Wealth, Inc.	15.00K	Jun 30, 26	--	0.00%
WEBSTER BANK, N. A.	14.93K	Jun 30, 26	--	0.00%
One Capital Management, LLC	14.91K	Jun 30, 26	--	0.00%
MRA Advisory Group	14.63K	Jun 30, 26	+370	0.00%
Concorde Asset Management, LLC	14.35K	Jun 30, 26	-500	0.00%
Rockefeller Capital Management L.P.	14.29K	Jun 30, 26	+2.77K	0.00%
Resurgent Financial Advisors LLC	13.94K	Jun 30, 26	+13.94K	0.00%
PCM Encore, LLC	13.65K	Jun 30, 26	+3.55K	0.00%
Shulman DeMeo Asset Management LLC	13.35K	Jun 30, 26	--	0.00%
PRIMORIS WEALTH ADVISORS, LLC	12.38K	Jun 30, 26	-125	0.00%
FMB WEALTH MANAGEMENT	11.72K	Jun 30, 26	--	0.00%
Resources Investment Advisors, LLC.	11.47K	Jun 30, 26	--	0.00%
CIBC Bancorp USA Inc.	11.32K	Jun 30, 26	--	0.00%
TWO SIGMA SECURITIES, LLC	11.31K	Jun 30, 26	-30.01K	0.00%
SILVER OAK SECURITIES, INCORPORATED	11.28K	Jun 30, 26	-20.43K	0.00%
WealthShield Partners, LLC	11.15K	Jun 30, 26	-5.31K	0.00%
SILVERLAKE WEALTH MANAGEMENT LLC	11.07K	Jun 30, 26	--	0.00%
Bensler, LLC	11.02K	Jun 30, 26	-1.17K	0.00%
Fiduciary Alliance LLC	10.90K	Jun 30, 26	--	0.00%
Meridian Wealth Management, LLC	10.85K	Jun 30, 26	--	0.00%
Farther Finance Advisors, LLC	10.80K	Jun 30, 26	-9.77K	0.00%
Investmark Advisory Group LLC	10.71K	Jun 30, 26	+274	0.00%
Apollon Wealth Management, LLC	10.43K	Jun 30, 26	+1	0.00%
Fifth Third Wealth Advisors LLC	10.43K	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	10.34K	Jun 30, 26	+1.45K	0.00%
FIFTH THIRD BANCORP	8.48K	Jun 30, 26	+515	0.00%
HAZLETT, BURT & WATSON, INC.	7.59K	Jun 30, 26	--	0.00%
Crews Bank & Trust	7.14K	Jun 30, 26	--	0.00%
Nova Wealth Management, Inc.	6.36K	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	6.15K	Jun 30, 26	+1.97K	0.00%
WPG Advisers, LLC	4.75K	Jun 30, 26	+728	0.00%
Federation des caisses Desjardins du Quebec	4.40K	Jun 30, 26	--	0.00%
Quent Capital, LLC	4.24K	Jun 30, 26	+4.24K	0.00%
Kilter Group LLC	4.00K	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	3.98K	Jun 30, 26	+260	0.00%
Colonial Trust Co / SC	3.87K	Jun 30, 26	--	0.00%
Noble Wealth Management PBC	3.42K	Jun 30, 26	--	0.00%
IFP Advisors, Inc	2.87K	Jun 30, 26	+73	0.00%
Hilltop National Bank	2.87K	Jun 30, 26	--	0.00%
HOEY INVESTMENTS, INC	2.75K	Jun 30, 26	-308	0.00%
Community Bank, N.A.	2.40K	Jun 30, 26	--	0.00%
Commonwealth Retirement Investments LLC	2.40K	Jun 30, 26	+2.40K	0.00%
Rossby Financial, LCC	2.37K	Jun 30, 26	+78	0.00%
AdvisorNet Financial, Inc	2.33K	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	1.68K	Jun 30, 26	+1.68K	0.00%
Westfuller Advisors, LLC	1.66K	Jun 30, 26	-5.37K	0.00%
Larson Financial Group LLC	1.59K	Jun 30, 26	+1.59K	0.00%
First Pacific Financial	1.49K	Jun 30, 26	+1.49K	0.00%
ASSETMARK, INC	1.12K	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	1.00K	Jun 30, 26	--	0.00%
Thomas J. Herzfeld Advisors, Inc.	894	Jun 30, 26	+23	0.00%
United Financial Planning Group LLC	819	Jun 30, 26	+819	0.00%
Aventura Private Wealth, LLC	712	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	650	Jun 30, 26	--	0.00%
FIRST UNITED BANK & TRUST	627	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	600	Jun 30, 26	--	0.00%
FINANCIAL CONSULATE, INC	500	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	469	Jun 30, 26	+469	0.00%
SIGNATUREFD, LLC	181	Jun 30, 26	--	0.00%
Roble, Belko & Company, Inc	100	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	96	Jun 30, 26	+96	0.00%
PRIVATE TRUST CO NA	66	Jun 30, 26	--	0.00%
Evelyn Partners Group Ltd	22	Jun 30, 26	+22	0.00%
Nemes Rush Group LLC	18	Jun 30, 26	--	0.00%
JPMORGAN CHASE & CO	11	Jun 30, 26	-135.69K	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	7	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	5	Jun 30, 26	+5	0.00%
Western Wealth Management, LLC	--	Jun 30, 26	-34	--
MCDONALD PARTNERS LLC	--	Jun 30, 26	-55.15K	--
Root Financial Partners, LLC	--	Jun 30, 26	-9	--
BlackRock, Inc.	--	Jun 30, 26	-1.42K	--
CERTUITY, LLC	--	Jun 30, 26	-17.82K	--
Csenge Advisory Group	--	Jun 30, 26	-10.23K	--
PFG Investments, LLC	--	Jun 30, 26	-10.04K	--
Simplicity Wealth,LLC	--	Jun 30, 26	-45.82K	--
Osbon Capital Management LLC	--	Jun 30, 26	-5.86K	--
DANSKE BANK A/S	--	Jun 30, 26	-14	--
Ionic Capital Management LLC	--	Jun 30, 26	-138.73K	--
Canal Capital Management, LLC	--	Jun 30, 26	-10.90K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-5.00K	--
Golden State Equity Partners	--	Jun 30, 26	-209.04K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-53.27K	--
Kapstone Financial Advisors LLC	--	Jun 30, 26	-13.06K	--
StoneX Group Inc.	--	Jun 30, 26	-14.30K	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.53K	--
Beaird Harris Wealth Management, LLC	--	Jun 30, 26	-606	--
GREAT VALLEY ADVISOR GROUP, INC.	--	Jun 30, 26	-10.77K	--
AlphaCore Capital LLC	--	Jun 30, 26	-16.61K	--
Valmark Advisers, Inc.	--	Jun 30, 26	-42.50K	--
Wealthcare Advisory Partners LLC	--	Jun 30, 26	-15.50K	--
EverSource Wealth Advisors, LLC	--	Jun 30, 26	-12.00K	--
Mezzasalma Advisors, LLC	--	Jun 30, 26	-76.89K	--
CWM, LLC	17.70K	Mar 31, 26	--	0.01%
CIBC Private Wealth Group, LLC	11.32K	Dec 31, 25	--	0.00%
COMERICA BANK	8.19K	Dec 31, 25	+149	0.00%
Pandora Wealth, Inc.	2.27K	Dec 31, 25	--	0.00%
Moloney Securities Asset Management, LLC	13.47K	Sep 30, 25	+357	0.00%
AllSquare Wealth Management LLC	2.06K	Sep 30, 25	+54	0.00%
Lokken Investment Group LLC	--	Sep 30, 25	-16.88K	--
Atria Wealth Solutions, Inc.	63.45K	Jun 30, 25	-18.84K	0.02%
AVANTAX ADVISORY SERVICES, INC.	24.59K	Jun 30, 25	+8.23K	0.01%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	23.96K	Jun 30, 25	+23.96K	0.01%
Von Berge Wealth Management Group, LLC	--	Jun 30, 25	-22.53K	--
Sheaff Brock Investment Advisors, LLC	241.23K	Mar 31, 25	-33.00K	0.08%
CAROLINAS WEALTH CONSULTING LLC	13.15K	Mar 31, 25	-1	0.00%
Bison Wealth, LLC	13.27K	Dec 31, 24	-1.25K	0.00%
SignalPoint Asset Management, LLC	10.89K	Dec 31, 24	--	0.00%
AlphaMark Advisors, LLC	733	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	1.68M	Sep 30, 24	+1.05M	0.55%
Raymond James Financial Services Advisors, Inc.	695.16K	Sep 30, 24	+89.44K	0.23%
LifePro Asset Management	43.85K	Sep 30, 24	--	0.01%
RAYMOND JAMES TRUST N.A.	42.90K	Sep 30, 24	--	0.01%
FinTrust Capital Advisors, LLC	3.05K	Sep 30, 24	+1.61K	0.00%
All Season Financial Advisors, Inc.	--	Sep 30, 24	-82.22K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	42.06K	Jun 30, 24	+237	0.01%
ICA Group Wealth Management, LLC	12.78K	Jun 30, 24	+329	0.00%
Spotlight Asset Group, Inc.	2.01K	Jun 30, 24	+51	0.00%
Relative Value Partners Group, LLC	--	Jun 30, 24	-24.85K	--
Cetera Advisor Networks LLC	227.94K	Mar 31, 24	+3.95K	0.07%
Eudaimonia Partners, LLC	53.24K	Mar 31, 24	+2.61K	0.02%
Cetera Advisors LLC	22.60K	Mar 31, 24	+22.60K	0.01%
InterOcean Capital Group, LLC	11.74K	Mar 31, 24	+11.74K	0.00%
Retirement Group, LLC	8.25K	Mar 31, 24	--	0.00%
FOCUS FINANCIAL NETWORK INC /ADV	149.64K	Dec 31, 23	+149.64K	0.05%
Bartlett & Co. LLC	135.56K	Dec 31, 23	-14.00K	0.04%
DFPG INVESTMENTS, LLC	--	Dec 31, 23	-47.92K	--
BDO Wealth Advisors, LLC	5.00K	Jun 30, 23	--	0.00%
BerganKDV Wealth Management, LLC	4.02K	Jun 30, 23	--	0.00%
Bickling Financial Services, Inc.	263.50K	Dec 31, 22	-1.42K	0.09%
Regent Investment Management LLC	222.50K	Dec 31, 22	+30.00K	0.07%
American Portfolios Advisors	57.09K	Sep 30, 22	-5.11K	0.02%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	53.29K	Sep 30, 22	+1.22K	0.02%
Strategic Asset Management, LLC	11.05K	Sep 30, 22	--	0.00%
FourThought Financial, LLC	132	Sep 30, 22	--	0.00%
Titus Wealth Management	367.42K	Jun 30, 22	+2.75K	0.12%
B. Riley Wealth Management, Inc.	13.55K	Jun 30, 22	+13.55K	0.00%
DIXON HUBARD FEINOUR & BROWN INC/VA	11.20K	Jun 30, 22	--	0.00%
Cordasco Financial Network	1.06K	Jun 30, 22	+30	0.00%
Lake Point Wealth Management	806	Jun 30, 22	+806	0.00%
NEXT Financial Group, Inc	36.24K	Dec 31, 21	+13.88K	0.01%
Biltmore Capital Advisors LLC	--	Dec 31, 21	-28.50K	--
Carroll Financial Associates, Inc.	--	Dec 31, 21	-3.13K	--
Cascadia Advisory Services, LLC	120.58K	Sep 30, 21	+9.01K	0.04%
LEVEL FOUR FINANCIAL, LLC	28.70K	Sep 30, 21	-9.39K	0.01%
Ameritas Investment Company, LLC	18.98K	Sep 30, 21	+18.98K	0.01%
ETRADE Capital Management LLC	31.31K	Sep 30, 20	+31.31K	0.01%
Lucia Wealth Services, LLC	8.63K	Sep 30, 20	--	0.00%
NORTHSTAR WEALTH PARTNERS LLC	--	Sep 30, 20	-29.32K	--
Stearns Financial Services Group	--	Sep 30, 20	-33.27K	--
Jolley Asset Management, LLC	156.59K	Mar 31, 20	+13.80K	0.05%
ACCURATE INVESTMENT SOLUTIONS, INC.	816	Mar 31, 20	+39	0.00%
Advisor Group, Inc.	261.08K	Dec 31, 19	+26.20K	0.08%
LADENBURG THALMANN FINANCIAL SERVICES INC.	94.18K	Dec 31, 19	+1.70K	0.03%
BB&T SECURITIES, LLC	44.55K	Sep 30, 19	+14.40K	0.01%
SUNTRUST BANKS INC	19.53K	Sep 30, 19	+533	0.01%
Opera Trading Capital	--	Dec 31, 18	-15.63K	--
SII INVESTMENTS INC/WI	--	Dec 31, 17	-25.72K	--
NATIONAL PLANNING CORP	--	Dec 31, 17	-58.53K	--
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-34.97K	--
Concert Wealth Management Inc.	--	Sep 30, 17	-15.54K	--
Commonwealth Equity Services, Inc	28.25K	Jun 30, 17	+539	0.01%
TFS CAPITAL LLC	27.65K	Jun 30, 17	+6.61K	0.01%
WFG Advisors, LP	23.77K	Jun 30, 17	-7.27K	0.01%
Virtu KCG Holdings LLC	10.09K	Jun 30, 17	+10.09K	0.00%
FIRST FINANCIAL EQUITY CORPORATION	28.60K	Mar 31, 17	+28.60K	0.01%
MSI Financial Services Inc	85.79K	Dec 31, 16	+45.20K	0.03%
BLACKROCK ADVISORS LLC	8.00K	Dec 31, 16	--	0.00%
Boyle Capital Management, L.L.C.	197.87K	Sep 30, 16	+197.87K	0.06%
Alerus Investment Advisors Corp	6.35K	Mar 31, 16	+164	0.00%
MANAGED ACCOUNT ADVISORS LLC	--	Jun 30, 15	-27	--
Relative Value Partners, LLC	2.85M	Mar 31, 15	-40.88K	0.93%
NEW ENGLAND SECURITIES CORP /MA/	770	Dec 31, 14	+770	0.00%
UBS AG	164.51K	Sep 30, 14	+15.25K	0.05%
Jane Street Holding, LLC	22.59K	Dec 31, 13	+22.59K	0.01%
Signator Financial Services, Inc.	1.83K	Sep 30, 13	+30	0.00%
STIFEL NICOLAUS & CO INC \MO\	--	Sep 30, 13	-16.29K	--
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-14.52K	--
NOLLENBERGER CAPITAL PARTNERS INC	11.00K	Dec 31, 10	+11.00K	0.00%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	215.75K	Jun 30, 10	-134.84K	0.07%
FREESTONE CAPITAL MANAGEMENT LLC	200.00K	Dec 31, 09	+200.00K	0.06%
Full Value Advisors, LLC	20.30K	Sep 30, 09	+5.30K	0.01%
RBC TRUSTEES (Jersey) LTD	--	Sep 30, 09	-10.00K	--
LIBERTY MUTUAL INSURANCE CO	3.85M	Dec 31, 08	-33.10K	1.25%
RBC Capital Markets, LLC	2.80K	Mar 31, 01	+2.80K	0.00%

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Holder

Date

Change

% Held

MORGAN STANLEY

5.86M

Jun 30, 26

+1.17M

1.90%

RAYMOND JAMES FINANCIAL INC

4.81M

Jun 30, 26

-644.18K

1.56%

RIVERNORTH CAPITAL MANAGEMENT, LLC

4.33M

Jun 30, 26

-863.30K

1.41%

Saba Capital Management, L.P.

3.86M

Jun 30, 26

+3.86M

1.25%

LPL Financial LLC

3.35M

Jun 30, 26

-49.76K

1.09%

Karpus Management, Inc.

3.27M

Jun 30, 26

+155.36K

1.06%

ROYAL BANK OF CANADA

2.20M

Jun 30, 26

-72.75K

0.71%

ABSOLUTE INVESTMENT ADVISERS, LLC

2.18M

Jun 30, 26

-238.62K

0.71%

Man Group plc

2.11M

Jun 30, 26

+791.90K

0.69%

Janney Montgomery Scott LLC

1.66M

Jun 30, 26

+1.66M

0.54%

Shaker Financial Services, LLC

1.65M

Jun 30, 26

+698.25K

0.53%

AMERIPRISE FINANCIAL INC

1.56M

Jun 30, 26

+13.23K

0.51%

1607 Capital Partners, LLC

1.48M

Jun 30, 26

+146.51K

0.48%

Allspring Global Investments Holdings, LLC

1.37M

Jun 30, 26

+759.51K

0.45%

GUGGENHEIM CAPITAL LLC

1.34M

Jun 30, 26

+236.28K

0.44%

Penserra Capital Management LLC

1.30M

Jun 30, 26

+49.60K

0.42%

Quarry LP

1.05M

Jun 30, 26

-21.14K

0.34%

WOLVERINE ASSET MANAGEMENT LLC

1.03M

Jun 30, 26

+91.13K

0.33%

WELLS FARGO & COMPANY/MN

1.00M

Jun 30, 26

-144.98K

0.33%

Almitas Capital LLC

798.34K

Jun 30, 26

+402.86K

0.26%

ADVISOR GROUP HOLDINGS, INC.

793.16K

Jun 30, 26

-22.02K

0.26%

RPO LLC

690.20K

Jun 30, 26

+116.50K

0.22%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

659.07K

Jun 30, 26

+17.47K

0.21%

COHEN & STEERS, INC.

645.00K

Jun 30, 26

-105.00K

0.21%

TWO SIGMA INVESTMENTS, LP

616.60K

Jun 30, 26

0.20%

Cetera Investment Advisers

585.02K

Jun 30, 26

+27.07K

0.19%

Cambridge Investment Research Advisors, Inc.

573.24K

Jun 30, 26

+9.92K

0.19%

Logan Stone Capital, LLC

446.99K

Jun 30, 26

+446.99K

0.15%

PNC FINANCIAL SERVICES GROUP, INC.

438.14K

Jun 30, 26

+368

0.14%

INDEPENDENT FINANCIAL GROUP, LLC

412.82K

Jun 30, 26

-32.31K

0.13%

Private Advisor Group, LLC

377.87K

Jun 30, 26

-2.04K

0.12%

Kestra Advisory Services, LLC

372.91K

Jun 30, 26

+53.12K

0.12%

Integrated Wealth Concepts LLC

367.04K

Jun 30, 26

-5.84K

0.12%

BOOTHBAY FUND MANAGEMENT, LLC

345.10K

Jun 30, 26

+58.25K

0.11%

SIT INVESTMENT ASSOCIATES INC

329.02K

Jun 30, 26

+100.00K

0.11%

BANK OF AMERICA CORP /DE/

296.24K

Jun 30, 26

+12.61K

0.10%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

295.80K

Jun 30, 26

+60.84K

0.10%

PMG Family Office LLC

276.05K

Jun 30, 26

+10.40K

0.09%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

275.08K

Jun 30, 26

+237.86K

0.09%

HighTower Advisors, LLC

270.46K

Jun 30, 26

-102.75K

0.09%

UBS Group AG

258.48K

Jun 30, 26

-99.16K

0.08%

Quantedge Capital Pte Ltd

244.30K

Jun 30, 26

+244.30K

0.08%

MINDSET WEALTH MANAGEMENT, LLC

236.40K

Jun 30, 26

-1.20K

0.08%

Steward Partners Investment Advisory, LLC

222.49K

Jun 30, 26

+31.17K

0.07%

CSS LLC/IL

212.65K

Jun 30, 26

+5.42K

0.07%

Invesco Ltd.

209.86K

Jun 30, 26

-104.12K

0.07%

NewEdge Advisors, LLC

208.91K

Jun 30, 26

+31.70K

0.07%

JANE STREET GROUP, LLC

205.82K

Jun 30, 26

+91.36K

0.07%

COMMONWEALTH EQUITY SERVICES, LLC

203.25K

Jun 30, 26

+14.95K

0.07%

Gladstone Institutional Advisory LLC

193.05K

Jun 30, 26

+193.05K

0.06%

KINGSWOOD WEALTH ADVISORS, LLC

169.18K

Jun 30, 26

+97.02K

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

168.03K

Jun 30, 26

-12.97K

0.05%

WEDBUSH SECURITIES INC

167.73K

Jun 30, 26

+16.62K

0.05%

D.A. DAVIDSON & CO.

167.44K

Jun 30, 26

-37.94K

0.05%

XTX Topco Ltd

166.76K

Jun 30, 26

+152.13K

0.05%

Westbourne Investment Advisors, Inc.

163.70K

Jun 30, 26

-21.00K

0.05%

OPPENHEIMER & CO INC

162.38K

Jun 30, 26

+4.13K

0.05%

BARTLETT & CO. WEALTH MANAGEMENT LLC

159.83K

Jun 30, 26

-14.41K

0.05%

Live Oak Private Wealth LLC

158.59K

Jun 30, 26

0.05%

Prospera Financial Services Inc

156.10K

Jun 30, 26

+24.07K

0.05%

LANGLEY WEALTH MANAGEMENT, LLC

154.15K

Jun 30, 26

+154.15K

0.05%

Advocate Investing Services LLC

151.24K

Jun 30, 26

+2.87K

0.05%

Advisors Asset Management, Inc.

144.46K

Jun 30, 26

+144.46K

0.05%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

143.88K

Jun 30, 26

-13.28K

0.05%

Bleakley Financial Group, LLC

143.86K

Jun 30, 26

+143.86K

0.05%

RB Capital Management, LLC

136.66K

Jun 30, 26

-5.41K

0.04%

TrueMark Investments, LLC

134.25K

Jun 30, 26

+8.88K

0.04%

EXCEL SECURITIES & ASSOCIATES, INC.

125.80K

Jun 30, 26

+3.20K

0.04%

Mariner, LLC

125.37K

Jun 30, 26

-2.60K

0.04%

J.W. COLE ADVISORS, INC.

125.20K

Jun 30, 26

+125.20K

0.04%

Concurrent Investment Advisors, LLC

124.75K

Jun 30, 26

-1.01K

0.04%

ENVESTNET ASSET MANAGEMENT INC

119.55K

Jun 30, 26

+44.03K

0.04%

STIFEL FINANCIAL CORP

117.22K

Jun 30, 26

-10.92K

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

105.57K

Jun 30, 26

+21.49K

0.03%

EVOLVE PRIVATE WEALTH, LLC

105.21K

Jun 30, 26

+58.75K

0.03%

Abel Hall, LLC

103.00K

Jun 30, 26

0.03%

Stockman Wealth Management, Inc.

99.56K

Jun 30, 26

0.03%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

97.20K

Jun 30, 26

-10.79K

0.03%

Advisory Advocates, LLC

96.68K

Jun 30, 26

-3.85K

0.03%

Clear Creek Financial Management, LLC

93.25K

Jun 30, 26

-6.55K

0.03%

Creative Planning

83.52K

Jun 30, 26

+12.93K

0.03%

Dakota Wealth Management

82.79K

Jun 30, 26

+7.81K

0.03%

Allworth Financial LP

79.44K

Jun 30, 26

-2

0.03%

Samalin Investment Counsel, LLC

76.47K

Jun 30, 26

-26.01K

0.02%

WEALTH EFFECTS LLC

76.24K

Jun 30, 26

+2.00K

0.02%

Intrua Financial, LLC

75.88K

Jun 30, 26

+75.88K

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

65.71K

Jun 30, 26

+65.71K

0.02%

Calamos Advisors LLC

62.27K

Jun 30, 26

+4.15K

0.02%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

61.47K

Jun 30, 26

+61.47K

0.02%

Patten Group, Inc.

60.03K

Jun 30, 26

-3.75K

0.02%

IHT Wealth Management, LLC

59.89K

Jun 30, 26

-3.01K

0.02%

Coquina Private Wealth LLC

58.70K

Jun 30, 26

-6.65K

0.02%

Kovack Advisors, Inc.

57.28K

Jun 30, 26

+995

0.02%

HighPoint Advisor Group LLC

54.78K

Jun 30, 26

+1.39K

0.02%

READYSTATE ASSET MANAGEMENT LP

54.38K

Jun 30, 26

+54.38K

0.02%

Sage Capital Advisors,llc

52.49K

Jun 30, 26

+1.01K

0.02%

Heritage Wealth Management, Inc.

51.83K

Jun 30, 26

+51.83K

0.02%

MSH Capital Advisors LLC

50.19K

Jun 30, 26

-770

0.02%

WealthTrust Asset Management, LLC

44.51K

Jun 30, 26

-6.34K

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

43.58K

Jun 30, 26

0.01%

BENJAMIN EDWARDS INC

42.08K

Jun 30, 26

+35

0.01%

PRINCIPAL SECURITIES, INC.

41.82K

Jun 30, 26

-20.15K

0.01%

AQR CAPITAL MANAGEMENT LLC

40.90K

Jun 30, 26

0.01%

DECISION INVESTMENTS, INC

38.57K

Jun 30, 26

+26.68K

0.01%

NWF Advisory Services Inc.

38.55K

Jun 30, 26

-3.15K

0.01%

Institute for Wealth Management, LLC.

38.37K

Jun 30, 26

-50.69K

0.01%

TRUIST FINANCIAL CORP

37.28K

Jun 30, 26

+37.28K

0.01%

CHOREO, LLC

35.44K

Jun 30, 26

+2.19K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

34.41K

Jun 30, 26

-25.33K

0.01%

Onyx Bridge Wealth Group LLC

34.02K

Jun 30, 26

+3.07K

0.01%

Integrity Advisory Solutions, LLC

33.15K

Jun 30, 26

+22.49K

0.01%

Beacon Pointe Advisors, LLC

32.89K

Jun 30, 26

-9.04K

0.01%

Altus Wealth Group LLC

31.77K

Jun 30, 26

0.01%

CAPTRUST FINANCIAL ADVISORS

31.23K

Jun 30, 26

-3.44K

0.01%

Global Retirement Partners, LLC

30.52K

Jun 30, 26

+30.52K

0.01%

Baird Financial Group, Inc.

30.10K

Jun 30, 26

+1.50K

0.01%

MGO ONE SEVEN LLC

29.84K

Jun 30, 26

+17.82K

0.01%

NBC SECURITIES, INC.

28.59K

Jun 30, 26

-10.24K

0.01%

OpenArc Corporate Advisory, LLC

27.89K

Jun 30, 26

+27.89K

0.01%

Colony Group, LLC

27.48K

Jun 30, 26

+25

0.01%

Astoria Portfolio Advisors LLC.

27.33K

Jun 30, 26

+73

0.01%

Merit Financial Group, LLC

26.07K

Jun 30, 26

+4.81K

0.01%

Procyon Advisors, LLC

25.16K

Jun 30, 26

+132

0.01%

CARY STREET PARTNERS FINANCIAL LLC

25.00K

Jun 30, 26

-925

0.01%

Ameritas Advisory Services, LLC

24.98K

Jun 30, 26

0.01%

Quad-Cities Investment Group, LLC

22.77K

Jun 30, 26

-8.29K

0.01%

Next Level Wealth Planning, LLC

22.61K

Jun 30, 26

0.01%

Cushing Capital Partners, LLC

22.03K

Jun 30, 26

-13

0.01%

EP Wealth Advisors, LLC

21.73K

Jun 30, 26

+21.73K

0.01%

Triumph Capital Management

21.15K

Jun 30, 26

-4.76K

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

20.99K

Jun 30, 26

+295

0.01%

TCG Advisory Services, LLC

20.76K

Jun 30, 26

0.01%

RFG Advisory, LLC

20.19K

Jun 30, 26

+3.29K

0.01%

NOMURA HOLDINGS INC

20.00K

Jun 30, 26

+20.00K

0.01%

CoreCap Advisors, LLC

19.80K

Jun 30, 26

+74

0.01%

United Community Bank

19.59K

Jun 30, 26

+499

0.01%

VISTA INVESTMENT PARTNERS II, LLC

19.52K

Jun 30, 26

0.01%

INGALLS & SNYDER LLC

19.41K

Jun 30, 26

0.01%

Warner Group LLC

19.37K

Jun 30, 26

+19.37K

0.01%

Summit Financial, LLC

18.74K

Jun 30, 26

+18.74K

0.01%

PARK AVENUE SECURITIES LLC

18.70K

Jun 30, 26

+18.70K

0.01%

Ancora Advisors, LLC

18.68K

Jun 30, 26

-389

0.01%

Manske Wealth Management

18.52K

Jun 30, 26

0.01%

Smith Asset Management Co., LLC

18.20K

Jun 30, 26

-350

0.01%

Beacon Capital Management, LLC

18.18K

Jun 30, 26

0.01%

MILLENNIUM MANAGEMENT LLC

17.77K

Jun 30, 26

0.01%

Mendel Capital Management LLC

17.75K

Jun 30, 26

0.01%

Avidian Wealth Solutions, LLC

17.65K

Jun 30, 26

+280

0.01%

ACCREDITED INVESTOR SERVICES, LLC

17.20K

Jun 30, 26

+5.99K

0.01%

SAX WEALTH ADVISORS, LLC

16.76K

Jun 30, 26

0.01%

Quantum Private Wealth, LLC

16.71K

Jun 30, 26

0.01%

Harbour Wealth Management Group, Inc.

16.50K

Jun 30, 26

+369

0.01%

STEPHENS INC /AR/

16.35K

Jun 30, 26

+372

0.01%

Golden State Wealth Management, LLC

16.17K

Jun 30, 26

+412

0.01%

HRT FINANCIAL LP

16.15K

Jun 30, 26

+16.15K

0.01%

AMERIFLEX GROUP, INC.

16.09K

Jun 30, 26

+408

0.01%

NORTHERN TRUST CORP

15.91K

Jun 30, 26

-19.72K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

15.80K

Jun 30, 26

-6.55K

0.01%

Stratos Wealth Partners, LTD.

15.66K

Jun 30, 26

+1.95K

0.01%

Community Financial Services Group, LLC

15.12K

Jun 30, 26

0.00%

Blue Rock Wealth Management LLC

15.00K

Jun 30, 26

+2.50K

0.00%

Graves Light Lenhart Wealth, Inc.

15.00K

Jun 30, 26

0.00%

WEBSTER BANK, N. A.

14.93K

Jun 30, 26

0.00%

One Capital Management, LLC

14.91K

Jun 30, 26

0.00%

MRA Advisory Group

14.63K

Jun 30, 26

+370

0.00%

Concorde Asset Management, LLC

14.35K

Jun 30, 26

-500

0.00%

Rockefeller Capital Management L.P.

14.29K

Jun 30, 26

+2.77K

0.00%

Resurgent Financial Advisors LLC

13.94K

Jun 30, 26

+13.94K

0.00%

PCM Encore, LLC

13.65K

Jun 30, 26

+3.55K

0.00%

Shulman DeMeo Asset Management LLC

13.35K

Jun 30, 26

0.00%

PRIMORIS WEALTH ADVISORS, LLC

12.38K

Jun 30, 26

-125

0.00%

FMB WEALTH MANAGEMENT

11.72K

Jun 30, 26

0.00%

Resources Investment Advisors, LLC.

11.47K

Jun 30, 26

0.00%

CIBC Bancorp USA Inc.

11.32K

Jun 30, 26

0.00%

TWO SIGMA SECURITIES, LLC

11.31K

Jun 30, 26

-30.01K

0.00%

SILVER OAK SECURITIES, INCORPORATED

11.28K

Jun 30, 26

-20.43K

0.00%

WealthShield Partners, LLC

11.15K

Jun 30, 26

-5.31K

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

11.07K

Jun 30, 26

0.00%

Bensler, LLC

11.02K

Jun 30, 26

-1.17K

0.00%

Fiduciary Alliance LLC

10.90K

Jun 30, 26

0.00%

Meridian Wealth Management, LLC

10.85K

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

10.80K

Jun 30, 26

-9.77K

0.00%

Investmark Advisory Group LLC

10.71K

Jun 30, 26

+274

0.00%

Apollon Wealth Management, LLC

10.43K

Jun 30, 26

0.00%

Fifth Third Wealth Advisors LLC

10.43K

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

10.34K

Jun 30, 26

+1.45K

0.00%

FIFTH THIRD BANCORP

8.48K

Jun 30, 26

+515

0.00%

HAZLETT, BURT & WATSON, INC.

7.59K

Jun 30, 26

0.00%

Crews Bank & Trust

7.14K

Jun 30, 26

0.00%

Nova Wealth Management, Inc.

6.36K

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

6.15K

Jun 30, 26

+1.97K

0.00%

WPG Advisers, LLC

4.75K

Jun 30, 26

+728

0.00%

Federation des caisses Desjardins du Quebec

4.40K

Jun 30, 26

0.00%

Quent Capital, LLC

4.24K

Jun 30, 26

+4.24K

0.00%

Kilter Group LLC

4.00K

Jun 30, 26

0.00%

Parallel Advisors, LLC

3.98K

Jun 30, 26

+260

0.00%

Colonial Trust Co / SC

3.87K

Jun 30, 26

0.00%

Noble Wealth Management PBC

3.42K

Jun 30, 26

0.00%

IFP Advisors, Inc

2.87K

Jun 30, 26

+73

0.00%

Hilltop National Bank

2.87K

Jun 30, 26

0.00%

HOEY INVESTMENTS, INC

2.75K

Jun 30, 26

-308

0.00%

Community Bank, N.A.

2.40K

Jun 30, 26

0.00%

Commonwealth Retirement Investments LLC

2.40K

Jun 30, 26

+2.40K

0.00%

Rossby Financial, LCC

2.37K

Jun 30, 26

+78

0.00%

AdvisorNet Financial, Inc

2.33K

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

1.68K

Jun 30, 26

+1.68K

0.00%

Westfuller Advisors, LLC

1.66K

Jun 30, 26

-5.37K

0.00%

Larson Financial Group LLC

1.59K

Jun 30, 26

+1.59K

0.00%

First Pacific Financial

1.49K

Jun 30, 26

+1.49K

0.00%

ASSETMARK, INC

1.12K

Jun 30, 26

0.00%

Bogart Wealth, LLC

1.00K

Jun 30, 26

0.00%

Thomas J. Herzfeld Advisors, Inc.

894

Jun 30, 26

+23

0.00%

United Financial Planning Group LLC

819

Jun 30, 26

+819

0.00%

Aventura Private Wealth, LLC

712

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

650

Jun 30, 26

0.00%

FIRST UNITED BANK & TRUST

627

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

600

Jun 30, 26

0.00%

FINANCIAL CONSULATE, INC

500

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

469

Jun 30, 26

+469

0.00%

SIGNATUREFD, LLC

181

Jun 30, 26

0.00%

Roble, Belko & Company, Inc

100

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+96

0.00%

PRIVATE TRUST CO NA

Jun 30, 26

0.00%

Evelyn Partners Group Ltd

Jun 30, 26

+22

0.00%

Nemes Rush Group LLC

Jun 30, 26

0.00%

JPMORGAN CHASE & CO

Jun 30, 26

-135.69K

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

Western Wealth Management, LLC

Jun 30, 26

-34

MCDONALD PARTNERS LLC

Jun 30, 26

-55.15K

Root Financial Partners, LLC

Jun 30, 26

-9

BlackRock, Inc.

Jun 30, 26

-1.42K

CERTUITY, LLC

Jun 30, 26

-17.82K

Csenge Advisory Group

Jun 30, 26

-10.23K

PFG Investments, LLC

Jun 30, 26

-10.04K

Simplicity Wealth,LLC

Jun 30, 26

-45.82K

Osbon Capital Management LLC

Jun 30, 26

-5.86K

DANSKE BANK A/S

Jun 30, 26

-14

Ionic Capital Management LLC

Jun 30, 26

-138.73K

Canal Capital Management, LLC

Jun 30, 26

-10.90K

Sound Income Strategies, LLC

Jun 30, 26

-5.00K

Golden State Equity Partners

Jun 30, 26

-209.04K

CITADEL ADVISORS LLC

Jun 30, 26

-53.27K

Kapstone Financial Advisors LLC

Jun 30, 26

-13.06K

StoneX Group Inc.

Jun 30, 26

-14.30K

Advisory Services Network, LLC

Jun 30, 26

-1.53K

Beaird Harris Wealth Management, LLC

Jun 30, 26

-606

GREAT VALLEY ADVISOR GROUP, INC.

Jun 30, 26

-10.77K

AlphaCore Capital LLC

Jun 30, 26

-16.61K

Valmark Advisers, Inc.

Jun 30, 26

-42.50K

Wealthcare Advisory Partners LLC

Jun 30, 26

-15.50K

EverSource Wealth Advisors, LLC

Jun 30, 26

-12.00K

Mezzasalma Advisors, LLC

Jun 30, 26

-76.89K

CWM, LLC

17.70K

Mar 31, 26

0.01%

CIBC Private Wealth Group, LLC

11.32K

Dec 31, 25

0.00%

COMERICA BANK

8.19K

Dec 31, 25

+149

0.00%

Pandora Wealth, Inc.

2.27K

Dec 31, 25

0.00%

Moloney Securities Asset Management, LLC

13.47K

Sep 30, 25

+357

0.00%

AllSquare Wealth Management LLC

2.06K

Sep 30, 25

+54

0.00%

Lokken Investment Group LLC

Sep 30, 25

-16.88K

Atria Wealth Solutions, Inc.

63.45K

Jun 30, 25

-18.84K

0.02%

AVANTAX ADVISORY SERVICES, INC.

24.59K

Jun 30, 25

+8.23K

0.01%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

23.96K

Jun 30, 25

+23.96K

0.01%

Von Berge Wealth Management Group, LLC

Jun 30, 25

-22.53K

Sheaff Brock Investment Advisors, LLC

241.23K

Mar 31, 25

-33.00K

0.08%

CAROLINAS WEALTH CONSULTING LLC

13.15K

Mar 31, 25

-1

0.00%

Bison Wealth, LLC

13.27K

Dec 31, 24

-1.25K

0.00%

SignalPoint Asset Management, LLC

10.89K

Dec 31, 24

0.00%

AlphaMark Advisors, LLC

733

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

1.68M

Sep 30, 24

+1.05M

0.55%

Raymond James Financial Services Advisors, Inc.

695.16K

Sep 30, 24

+89.44K

0.23%

LifePro Asset Management

43.85K

Sep 30, 24

0.01%

RAYMOND JAMES TRUST N.A.

42.90K

Sep 30, 24

0.01%

FinTrust Capital Advisors, LLC

3.05K

Sep 30, 24

+1.61K

0.00%

All Season Financial Advisors, Inc.

Sep 30, 24

-82.22K

BENJAMIN F. EDWARDS & COMPANY, INC.

42.06K

Jun 30, 24

+237

0.01%

ICA Group Wealth Management, LLC

12.78K

Jun 30, 24

+329

0.00%

Spotlight Asset Group, Inc.

2.01K

Jun 30, 24

+51

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-24.85K

Cetera Advisor Networks LLC

227.94K

Mar 31, 24

+3.95K

0.07%

Eudaimonia Partners, LLC

53.24K

Mar 31, 24

+2.61K

0.02%

Cetera Advisors LLC

22.60K

Mar 31, 24

+22.60K

0.01%

InterOcean Capital Group, LLC

11.74K

Mar 31, 24

+11.74K

0.00%

Retirement Group, LLC

8.25K

Mar 31, 24

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

149.64K

Dec 31, 23

+149.64K

0.05%

Bartlett & Co. LLC

135.56K

Dec 31, 23

-14.00K

0.04%

DFPG INVESTMENTS, LLC

Dec 31, 23

-47.92K

BDO Wealth Advisors, LLC

5.00K

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

4.02K

Jun 30, 23

0.00%

Bickling Financial Services, Inc.

263.50K

Dec 31, 22

-1.42K

0.09%

Regent Investment Management LLC

222.50K

Dec 31, 22

+30.00K

0.07%

American Portfolios Advisors

57.09K

Sep 30, 22

-5.11K

0.02%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

53.29K

Sep 30, 22

+1.22K

0.02%

Strategic Asset Management, LLC

11.05K

Sep 30, 22

0.00%

FourThought Financial, LLC

132

Sep 30, 22

0.00%

Titus Wealth Management

367.42K

Jun 30, 22

+2.75K

0.12%

B. Riley Wealth Management, Inc.

13.55K

Jun 30, 22

+13.55K

0.00%

DIXON HUBARD FEINOUR & BROWN INC/VA

11.20K

Jun 30, 22

0.00%

Cordasco Financial Network

1.06K

Jun 30, 22

+30

0.00%

Lake Point Wealth Management

806

Jun 30, 22

+806

0.00%

NEXT Financial Group, Inc

36.24K

Dec 31, 21

+13.88K

0.01%

Biltmore Capital Advisors LLC

Dec 31, 21

-28.50K

Carroll Financial Associates, Inc.

Dec 31, 21

-3.13K

Cascadia Advisory Services, LLC

120.58K

Sep 30, 21

+9.01K

0.04%

LEVEL FOUR FINANCIAL, LLC

28.70K

Sep 30, 21

-9.39K

0.01%

Ameritas Investment Company, LLC

18.98K

Sep 30, 21

+18.98K

0.01%

ETRADE Capital Management LLC

31.31K

Sep 30, 20

+31.31K

0.01%

Lucia Wealth Services, LLC

8.63K

Sep 30, 20

0.00%

NORTHSTAR WEALTH PARTNERS LLC

Sep 30, 20

-29.32K

Stearns Financial Services Group

Sep 30, 20

-33.27K

Jolley Asset Management, LLC

156.59K

Mar 31, 20

+13.80K

0.05%

ACCURATE INVESTMENT SOLUTIONS, INC.

816

Mar 31, 20

+39

0.00%

Advisor Group, Inc.

261.08K

Dec 31, 19

+26.20K

0.08%

LADENBURG THALMANN FINANCIAL SERVICES INC.

94.18K

Dec 31, 19

+1.70K

0.03%

BB&T SECURITIES, LLC

44.55K

Sep 30, 19

+14.40K

0.01%

SUNTRUST BANKS INC

19.53K

Sep 30, 19

+533

0.01%

Opera Trading Capital

Dec 31, 18

-15.63K

SII INVESTMENTS INC/WI

Dec 31, 17

-25.72K

NATIONAL PLANNING CORP

Dec 31, 17

-58.53K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-34.97K

Concert Wealth Management Inc.

Sep 30, 17

-15.54K

Commonwealth Equity Services, Inc

28.25K

Jun 30, 17

+539

0.01%

TFS CAPITAL LLC

27.65K

Jun 30, 17

+6.61K

0.01%

WFG Advisors, LP

23.77K

Jun 30, 17

-7.27K

0.01%

Virtu KCG Holdings LLC

10.09K

Jun 30, 17

+10.09K

0.00%

FIRST FINANCIAL EQUITY CORPORATION

28.60K

Mar 31, 17

+28.60K

0.01%

MSI Financial Services Inc

85.79K

Dec 31, 16

+45.20K

0.03%

BLACKROCK ADVISORS LLC

8.00K

Dec 31, 16

0.00%

Boyle Capital Management, L.L.C.

197.87K

Sep 30, 16

+197.87K

0.06%

Alerus Investment Advisors Corp

6.35K

Mar 31, 16

+164

0.00%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-27

Relative Value Partners, LLC

2.85M

Mar 31, 15

-40.88K

0.93%

NEW ENGLAND SECURITIES CORP /MA/

770

Dec 31, 14

+770

0.00%

UBS AG

164.51K

Sep 30, 14

+15.25K

0.05%

Jane Street Holding, LLC

22.59K

Dec 31, 13

+22.59K

0.01%

Signator Financial Services, Inc.

1.83K

Sep 30, 13

+30

0.00%

STIFEL NICOLAUS & CO INC \MO\

Sep 30, 13

-16.29K

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-14.52K

NOLLENBERGER CAPITAL PARTNERS INC

11.00K

Dec 31, 10

+11.00K

0.00%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

215.75K

Jun 30, 10

-134.84K

0.07%

FREESTONE CAPITAL MANAGEMENT LLC

200.00K

Dec 31, 09

+200.00K

0.06%

Full Value Advisors, LLC

20.30K

Sep 30, 09

+5.30K

0.01%

RBC TRUSTEES (Jersey) LTD

Sep 30, 09

-10.00K

LIBERTY MUTUAL INSURANCE CO

3.85M

Dec 31, 08

-33.10K

1.25%

RBC Capital Markets, LLC

2.80K

Mar 31, 01

+2.80K

0.00%