UTG(UTG)
UTG
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 1.14M | Mar 31, 26 | +68.96K | 1.29% |
| LPL Financial LLC | 819.41K | Mar 31, 26 | +39.97K | 0.93% |
| WELLS FARGO & COMPANY/MN | 707.58K | Mar 31, 26 | +28.29K | 0.80% |
| ROYAL BANK OF CANADA | 576.37K | Mar 31, 26 | +41.01K | 0.65% |
| EverSource Wealth Advisors, LLC | 519.59K | Mar 31, 26 | +517.59K | 0.59% |
| COMMONWEALTH EQUITY SERVICES, LLC | 424.40K | Mar 31, 26 | -105.77K | 0.48% |
| CAPTRUST FINANCIAL ADVISORS | 365.86K | Mar 31, 26 | +22.70K | 0.42% |
| RAYMOND JAMES FINANCIAL INC | 359.28K | Mar 31, 26 | +30.74K | 0.41% |
| AMERIPRISE FINANCIAL INC | 332.26K | Mar 31, 26 | -36.67K | 0.38% |
| STIFEL FINANCIAL CORP | 298.42K | Mar 31, 26 | +14.81K | 0.34% |
| UBS Group AG | 262.40K | Mar 31, 26 | +41.26K | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 253.61K | Mar 31, 26 | -1.70K | 0.29% |
| OAK FAMILY ADVISORS, LLC | 230.40K | Mar 31, 26 | +6.17K | 0.26% |
| Magnus Financial Group LLC | 230.24K | Mar 31, 26 | -1.49K | 0.26% |
| Sterling Investment Advisors, Ltd. | 192.42K | Mar 31, 26 | +3.10K | 0.22% |
| Cetera Investment Advisers | 165.25K | Mar 31, 26 | -3.32K | 0.19% |
| Wealthspire Advisors, LLC | 151.87K | Mar 31, 26 | +7.56K | 0.17% |
| Lido Advisors, LLC | 150.59K | Mar 31, 26 | +554 | 0.17% |
| JBR Co Financial Management Inc | 142.11K | Mar 31, 26 | -- | 0.16% |
| Private Advisor Group, LLC | 138.38K | Mar 31, 26 | -772 | 0.16% |
| GUGGENHEIM CAPITAL LLC | 132.70K | Mar 31, 26 | -835 | 0.15% |
| Mariner, LLC | 111.22K | Mar 31, 26 | -7.76K | 0.13% |
| Janney Montgomery Scott LLC | 111.13K | Mar 31, 26 | +3.88K | 0.13% |
| HBW Advisory Services LLC | 110.91K | Mar 31, 26 | +1.89K | 0.13% |
| Cambridge Investment Research Advisors, Inc. | 109.02K | Mar 31, 26 | +13.16K | 0.12% |
| INDEPENDENT FINANCIAL GROUP, LLC | 86.73K | Mar 31, 26 | -1.01K | 0.10% |
| REAVES W H & CO INC | 84.56K | Mar 31, 26 | +1.24K | 0.10% |
| WEALTH EFFECTS LLC | 82.87K | Mar 31, 26 | +5.76K | 0.09% |
| Tradition Wealth Management, LLC | 82.34K | Mar 31, 26 | -4 | 0.09% |
| Smith Asset Management Co., LLC | 75.38K | Mar 31, 26 | -1.63K | 0.09% |
| OPPENHEIMER & CO INC | 74.36K | Mar 31, 26 | +9.91K | 0.08% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 68.96K | Mar 31, 26 | +23.39K | 0.08% |
| LongView Wealth Management | 67.38K | Mar 31, 26 | +65 | 0.08% |
| Jefferies Financial Group Inc. | 62.87K | Mar 31, 26 | +31.42K | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 58.13K | Mar 31, 26 | +679 | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 57.12K | Mar 31, 26 | +4.18K | 0.06% |
| Kestra Advisory Services, LLC | 56.06K | Mar 31, 26 | +5.25K | 0.06% |
| FIRST TRUST ADVISORS LP | 54.71K | Mar 31, 26 | +1.27K | 0.06% |
| COHEN & STEERS, INC. | 53.00K | Mar 31, 26 | +30.00K | 0.06% |
| Stratos Wealth Partners, LTD. | 51.85K | Mar 31, 26 | +2.19K | 0.06% |
| NBC SECURITIES, INC. | 51.08K | Mar 31, 26 | -1.06K | 0.06% |
| Steward Partners Investment Advisory, LLC | 50.11K | Mar 31, 26 | +15.54K | 0.06% |
| Strategic Family Wealth Counselors, L.L.C. | 49.90K | Mar 31, 26 | +204 | 0.06% |
| NWF Advisory Services Inc. | 49.72K | Mar 31, 26 | +2.91K | 0.06% |
| Kercheville Advisors, LLC | 47.65K | Mar 31, 26 | -345 | 0.05% |
| GRIFFIN ASSET MANAGEMENT, INC. | 46.39K | Mar 31, 26 | -3.42K | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 44.59K | Mar 31, 26 | -21.75K | 0.05% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 43.50K | Mar 31, 26 | +4.96K | 0.05% |
| Sowell Financial Services LLC | 39.14K | Mar 31, 26 | -15.58K | 0.04% |
| WEDBUSH SECURITIES INC | 37.42K | Mar 31, 26 | +31 | 0.04% |
| ORG Wealth Partners, LLC | 37.31K | Mar 31, 26 | +3.30K | 0.04% |
| Sigma Planning Corp | 37.09K | Mar 31, 26 | +147 | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 36.66K | Mar 31, 26 | +28.23K | 0.04% |
| Samalin Investment Counsel, LLC | 35.88K | Mar 31, 26 | +19.78K | 0.04% |
| Beacon Capital Management, Inc. | 34.50K | Mar 31, 26 | -- | 0.04% |
| CreativeOne Wealth, LLC | 34.30K | Mar 31, 26 | +231 | 0.04% |
| Pensionmark Financial Group, LLC | 32.45K | Mar 31, 26 | -30.59K | 0.04% |
| HighTower Advisors, LLC | 31.81K | Mar 31, 26 | +13.22K | 0.04% |
| Creative Planning | 30.97K | Mar 31, 26 | +6.24K | 0.04% |
| MML INVESTORS SERVICES, LLC | 30.82K | Mar 31, 26 | -38 | 0.04% |
| STEPHENS INC /AR/ | 29.86K | Mar 31, 26 | -300 | 0.03% |
| Merrion Investment Management Co, LLC | 27.50K | Mar 31, 26 | +2.50K | 0.03% |
| Carnegie Lake Advisors LLC | 26.45K | Mar 31, 26 | -2.33K | 0.03% |
| XML Financial, LLC | 25.90K | Mar 31, 26 | -1.54K | 0.03% |
| Westbourne Investment Advisors, Inc. | 25.60K | Mar 31, 26 | +1.90K | 0.03% |
| Future Financial Wealth Managment LLC | 24.20K | Mar 31, 26 | -940 | 0.03% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 23.95K | Mar 31, 26 | +23.95K | 0.03% |
| CWM, LLC | 22.08K | Mar 31, 26 | -1.71K | 0.03% |
| MONETARY MANAGEMENT GROUP INC | 21.50K | Mar 31, 26 | +1.00K | 0.02% |
| Sanctuary Advisors, LLC | 21.39K | Mar 31, 26 | +1.33K | 0.02% |
| Atlanta Consulting Group Advisors, LLC | 20.89K | Mar 31, 26 | +51 | 0.02% |
| Brookstone Capital Management | 20.68K | Mar 31, 26 | +421 | 0.02% |
| FIFTH THIRD BANCORP | 20.50K | Mar 31, 26 | +19.55K | 0.02% |
| Atlas Brown,Inc. | 20.46K | Mar 31, 26 | +840 | 0.02% |
| Welch Group, LLC | 19.73K | Mar 31, 26 | -- | 0.02% |
| Advisory Services Network, LLC | 19.45K | Mar 31, 26 | +41 | 0.02% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 19.26K | Mar 31, 26 | +3.88K | 0.02% |
| Mission Hills Financial Advisory, LLC | 19.03K | Mar 31, 26 | +2.14K | 0.02% |
| Prospera Financial Services Inc | 18.80K | Mar 31, 26 | -377 | 0.02% |
| DAVENPORT & Co LLC | 18.28K | Mar 31, 26 | +32 | 0.02% |
| Equitable Holdings, Inc. | 18.23K | Mar 31, 26 | +3.34K | 0.02% |
| Belpointe Asset Management LLC | 17.75K | Mar 31, 26 | -37 | 0.02% |
| Colony Group, LLC | 17.70K | Mar 31, 26 | +2.06K | 0.02% |
| Summit Financial, LLC | 17.52K | Mar 31, 26 | +17.52K | 0.02% |
| AlphaCore Capital LLC | 17.52K | Mar 31, 26 | +193 | 0.02% |
| Atomi Financial Group, Inc. | 17.46K | Mar 31, 26 | +118 | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 17.42K | Mar 31, 26 | +1.66K | 0.02% |
| Castle Rock Wealth Management, LLC | 17.38K | Mar 31, 26 | -825 | 0.02% |
| Cerity Partners LLC | 17.23K | Mar 31, 26 | +8.96K | 0.02% |
| MAI Capital Management | 16.92K | Mar 31, 26 | -192 | 0.02% |
| HBK Sorce Advisory LLC | 16.87K | Mar 31, 26 | +2.80K | 0.02% |
| PFG Investments, LLC | 16.78K | Mar 31, 26 | -487 | 0.02% |
| Sunpointe, LLC | 16.75K | Mar 31, 26 | -1.07K | 0.02% |
| Certified Advisory Corp | 16.01K | Mar 31, 26 | -139 | 0.02% |
| Maridea Wealth Management LLC | 15.81K | Mar 31, 26 | +578 | 0.02% |
| Vivaldi Capital Management LP | 15.75K | Mar 31, 26 | -- | 0.02% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 15.57K | Mar 31, 26 | -- | 0.02% |
| Focus Financial Network, Inc. | 14.17K | Mar 31, 26 | +1.05K | 0.02% |
| Farther Finance Advisors, LLC | 13.96K | Mar 31, 26 | +787 | 0.02% |
| Per Stirling Capital Management, LLC. | 13.88K | Mar 31, 26 | +208 | 0.02% |
| Sound View Wealth Advisors Group, LLC | 13.75K | Mar 31, 26 | +9 | 0.02% |
| MGO ONE SEVEN LLC | 13.73K | Mar 31, 26 | -- | 0.02% |
| Triumph Capital Management | 13.67K | Mar 31, 26 | +4.76K | 0.02% |
| JANE STREET GROUP, LLC | 13.66K | Mar 31, 26 | +5.46K | 0.02% |
| Beacon Pointe Advisors, LLC | 13.54K | Mar 31, 26 | +88 | 0.02% |
| Visionary Wealth Advisors | 13.33K | Mar 31, 26 | +868 | 0.02% |
| AE Wealth Management LLC | 13.27K | Mar 31, 26 | -3.45K | 0.02% |
| US BANCORP \DE\ | 13.12K | Mar 31, 26 | -- | 0.01% |
| Integrated Wealth Concepts LLC | 13.01K | Mar 31, 26 | +4.38K | 0.01% |
| StoneX Group Inc. | 12.89K | Mar 31, 26 | +369 | 0.01% |
| NEVILLE RODIE & SHAW INC | 12.70K | Mar 31, 26 | -- | 0.01% |
| KEYBANK NATIONAL ASSOCIATION/OH | 12.70K | Mar 31, 26 | -- | 0.01% |
| Financial Security Advisor, Inc. | 12.50K | Mar 31, 26 | +500 | 0.01% |
| Wealthcare Advisory Partners LLC | 11.79K | Mar 31, 26 | +1.41K | 0.01% |
| GRAYBILL WEALTH MANAGEMENT, LTD. | 11.34K | Mar 31, 26 | +52 | 0.01% |
| FLAGSHIP HARBOR ADVISORS, LLC | 11.12K | Mar 31, 26 | -- | 0.01% |
| XTX Topco Ltd | 11.01K | Mar 31, 26 | +11.01K | 0.01% |
| Commonwealth Financial Services, LLC | 11.00K | Mar 31, 26 | +111 | 0.01% |
| CUSTOM INDEX SYSTEMS, LLC | 10.97K | Mar 31, 26 | -217 | 0.01% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10.71K | Mar 31, 26 | +766 | 0.01% |
| RFG Advisory, LLC | 10.51K | Mar 31, 26 | +2.49K | 0.01% |
| Bey-Douglas LLC | 10.24K | Mar 31, 26 | +1.66K | 0.01% |
| CI Private Wealth, LLC | 10.21K | Mar 31, 26 | +662 | 0.01% |
| Abel Hall, LLC | 10.00K | Mar 31, 26 | -- | 0.01% |
| Leslie Global Wealth, LLC | 9.67K | Mar 31, 26 | -- | 0.01% |
| Orca Investment Management, LLC | 9.50K | Mar 31, 26 | -- | 0.01% |
| Innova Wealth Partners | 9.48K | Mar 31, 26 | +3.12K | 0.01% |
| Simplicity Wealth,LLC | 9.38K | Mar 31, 26 | +1.26K | 0.01% |
| Costello Asset Management, INC | 9.05K | Mar 31, 26 | +15 | 0.01% |
| City Center Advisors, LLC | 8.87K | Mar 31, 26 | +620 | 0.01% |
| Apollon Wealth Management, LLC | 8.80K | Mar 31, 26 | -1.98K | 0.01% |
| Virtu Financial LLC | 8.79K | Mar 31, 26 | +8.79K | 0.01% |
| Resurgent Financial Advisors LLC | 8.39K | Mar 31, 26 | +8.39K | 0.01% |
| BENJAMIN EDWARDS INC | 8.29K | Mar 31, 26 | +190 | 0.01% |
| Novak & Powell Financial Services, Inc. | 8.24K | Mar 31, 26 | +100 | 0.01% |
| PEAPACK GLADSTONE FINANCIAL CORP | 8.15K | Mar 31, 26 | -- | 0.01% |
| Savant Capital, LLC | 7.92K | Mar 31, 26 | +2.11K | 0.01% |
| NWAM LLC | 7.91K | Mar 31, 26 | -- | 0.01% |
| Balboa Wealth Partners | 7.86K | Mar 31, 26 | +225 | 0.01% |
| Purus Wealth Management, LLC | 7.79K | Mar 31, 26 | +545 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 7.39K | Mar 31, 26 | +1.80K | 0.01% |
| Invesco Ltd. | 7.31K | Mar 31, 26 | +892 | 0.01% |
| ELCO Management Co., LLC | 7.25K | Mar 31, 26 | -- | 0.01% |
| RDA Financial Network | 7.12K | Mar 31, 26 | +15 | 0.01% |
| Investors Research Corp | 7.08K | Mar 31, 26 | -- | 0.01% |
| PRINCIPAL SECURITIES, INC. | 6.93K | Mar 31, 26 | +58 | 0.01% |
| Golden State Equity Partners | 6.90K | Mar 31, 26 | +6.90K | 0.01% |
| Moors & Cabot, Inc. | 6.62K | Mar 31, 26 | -- | 0.01% |
| Allie Family Office LLC | 6.49K | Mar 31, 26 | -- | 0.01% |
| TRUIST FINANCIAL CORP | 6.33K | Mar 31, 26 | +6.33K | 0.01% |
| Hilltop Holdings Inc. | 6.21K | Mar 31, 26 | +6.21K | 0.01% |
| Total Clarity Wealth Management, Inc. | 6.19K | Mar 31, 26 | +6.19K | 0.01% |
| D.A. DAVIDSON & CO. | 6.15K | Mar 31, 26 | +6.15K | 0.01% |
| Penbrook Management LLC | 6.13K | Mar 31, 26 | +100 | 0.01% |
| Armor Investment Advisors, LLC | 6.00K | Mar 31, 26 | -- | 0.01% |
| Ballew Advisors, Inc | 5.93K | Mar 31, 26 | +89 | 0.01% |
| NICOLET BANKSHARES INC | 5.87K | Mar 31, 26 | +5.87K | 0.01% |
| CARY STREET PARTNERS FINANCIAL LLC | 5.84K | Mar 31, 26 | -150 | 0.01% |
| Semus Wealth Partners LLC | 5.78K | Mar 31, 26 | -173 | 0.01% |
| Concurrent Investment Advisors, LLC | 5.68K | Mar 31, 26 | +5.68K | 0.01% |
| CoreCap Advisors, LLC | 5.60K | Mar 31, 26 | -- | 0.01% |
| Everstar Asset Management, LLC | 5.45K | Mar 31, 26 | -200 | 0.01% |
| Keystone Financial Group | 5.42K | Mar 31, 26 | +5.42K | 0.01% |
| Pinnacle Wealth Management Group, Inc. | 5.35K | Mar 31, 26 | +5.35K | 0.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 5.26K | Mar 31, 26 | +5.26K | 0.01% |
| Foundations Investment Advisors, LLC | 5.12K | Mar 31, 26 | +5.12K | 0.01% |
| Allworth Financial LP | 5.01K | Mar 31, 26 | +517 | 0.01% |
| IFG Advisory, LLC | 4.57K | Mar 31, 26 | +4.57K | 0.01% |
| Spire Wealth Management | 4.54K | Mar 31, 26 | -6 | 0.01% |
| Geneos Wealth Management Inc. | 4.47K | Mar 31, 26 | +1.25K | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4.14K | Mar 31, 26 | +5 | 0.00% |
| JPMORGAN CHASE & CO | 4.10K | Mar 31, 26 | +542 | 0.00% |
| SIGNATUREFD, LLC | 4.00K | Mar 31, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 3.17K | Mar 31, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 3.10K | Mar 31, 26 | +1.57K | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.78K | Mar 31, 26 | -- | 0.00% |
| ASSETMARK, INC | 2.45K | Mar 31, 26 | +283 | 0.00% |
| IFP Advisors, Inc | 2.35K | Mar 31, 26 | +12 | 0.00% |
| AMERIFLEX GROUP, INC. | 1.86K | Mar 31, 26 | -2.01K | 0.00% |
| Cassaday & Co Wealth Management LLC | 1.86K | Mar 31, 26 | +1.86K | 0.00% |
| Rockefeller Capital Management L.P. | 1.76K | Mar 31, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 1.75K | Mar 31, 26 | -547 | 0.00% |
| Centerpoint Advisors, LLC | 1.70K | Mar 31, 26 | -- | 0.00% |
| Anchor Investment Management, LLC | 1.70K | Mar 31, 26 | +25 | 0.00% |
| Bank of New Hampshire | 1.56K | Mar 31, 26 | -- | 0.00% |
| Colonial Trust Advisors | 1.50K | Mar 31, 26 | -- | 0.00% |
| Nemes Rush Group LLC | 1.50K | Mar 31, 26 | +1.50K | 0.00% |
| North Star Investment Management Corp. | 1.45K | Mar 31, 26 | -- | 0.00% |
| LRI Investments, LLC | 1.44K | Mar 31, 26 | -- | 0.00% |
| Larson Financial Group LLC | 1.42K | Mar 31, 26 | -22 | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 1.35K | Mar 31, 26 | +1.35K | 0.00% |
| PRIVATE TRUST CO NA | 1.00K | Mar 31, 26 | -- | 0.00% |
| TD Waterhouse Canada Inc. | 1.00K | Mar 31, 26 | +1.00K | 0.00% |
| Osbon Capital Management LLC | 992 | Mar 31, 26 | +992 | 0.00% |
| West Branch Capital LLC | 853 | Mar 31, 26 | +10 | 0.00% |
| WEBSTER BANK, N. A. | 744 | Mar 31, 26 | -251 | 0.00% |
| Quest 10 Wealth Builders, Inc. | 687 | Mar 31, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 625 | Mar 31, 26 | +499 | 0.00% |
| Hilltop National Bank | 590 | Mar 31, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 580 | Mar 31, 26 | -- | 0.00% |
| UMB Bank, n.a. | 574 | Mar 31, 26 | -- | 0.00% |
| Key FInancial Inc | 554 | Mar 31, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 485 | Mar 31, 26 | -- | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 395 | Mar 31, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 358 | Mar 31, 26 | -- | 0.00% |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 356 | Mar 31, 26 | -- | 0.00% |
| Tradewinds Capital Management, LLC | 320 | Mar 31, 26 | -- | 0.00% |
| DUNCKER STREETT & CO INC | 300 | Mar 31, 26 | -- | 0.00% |
| ALERUS FINANCIAL NA | 267 | Mar 31, 26 | -- | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 266 | Mar 31, 26 | +4 | 0.00% |
| Signature Resources Capital Management, LLC | 250 | Mar 31, 26 | -- | 0.00% |
| FINANCIAL CONSULATE, INC | 250 | Mar 31, 26 | -- | 0.00% |
| Morton Brown Family Wealth, LLC | 160 | Mar 31, 26 | +3 | 0.00% |
| Roble, Belko & Company, Inc | 124 | Mar 31, 26 | +2 | 0.00% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 100 | Mar 31, 26 | -- | 0.00% |
| Aspect Partners, LLC | 100 | Mar 31, 26 | -- | 0.00% |
| MCF Advisors LLC | 100 | Mar 31, 26 | +100 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 98 | Mar 31, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 75 | Mar 31, 26 | +75 | 0.00% |
| Tower Research Capital LLC (TRC) | 3 | Mar 31, 26 | -4 | 0.00% |
| IMG Wealth Management, Inc. | 1 | Mar 31, 26 | -202 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Mar 31, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | -- | Mar 31, 26 | -278 | -- |
| TWO SIGMA SECURITIES, LLC | -- | Mar 31, 26 | -7.58K | -- |
| Root Financial Partners, LLC | -- | Mar 31, 26 | -383 | -- |
| Russell Investments Group, Ltd. | -- | Mar 31, 26 | -3 | -- |
| Glen Eagle Advisors, LLC | -- | Mar 31, 26 | -300 | -- |
| Kovack Advisors, Inc. | -- | Mar 31, 26 | -24.66K | -- |
| Cornerstone Planning Group LLC | -- | Mar 31, 26 | -1.96K | -- |
| Oakworth Capital, Inc. | -- | Mar 31, 26 | -9.00K | -- |
| Versant Capital Management, Inc | -- | Mar 31, 26 | -29 | -- |
| RHUMBLINE ADVISERS | -- | Mar 31, 26 | -108 | -- |
| AMERICAN NATIONAL BANK | -- | Mar 31, 26 | -850 | -- |
| NATIONAL BANK OF CANADA /FI/ | -- | Mar 31, 26 | -540 | -- |
| FMR LLC | -- | Mar 31, 26 | -20 | -- |
| Laurel Wealth Advisors LLC | -- | Mar 31, 26 | -2.50K | -- |
| J.W. COLE ADVISORS, INC. | -- | Mar 31, 26 | -358.29K | -- |
| KELLEHER FINANCIAL ADVISORS | -- | Mar 31, 26 | -4.41K | -- |
| Cornerstone Advisors, LLC | -- | Mar 31, 26 | -294.43K | -- |
| BANK OF AMERICA CORP /DE/ | 1.07M | Dec 31, 25 | -25.39K | 1.22% |
| MORGAN STANLEY | 1.07M | Dec 31, 25 | +67.61K | 1.22% |
| AMERIPRISE FINANCIAL INC | 368.94K | Dec 31, 25 | -8.90K | 0.42% |
| CAPTRUST FINANCIAL ADVISORS | 343.17K | Dec 31, 25 | -12.53K | 0.39% |
| RAYMOND JAMES FINANCIAL INC | 328.54K | Dec 31, 25 | +15.80K | 0.37% |
| Lido Advisors, LLC | 150.03K | Dec 31, 25 | -- | 0.17% |
| GUGGENHEIM CAPITAL LLC | 133.53K | Dec 31, 25 | -28.21K | 0.15% |
| Mariner, LLC | 118.98K | Dec 31, 25 | -10.30K | 0.14% |
| NewEdge Advisors, LLC | 91.80K | Dec 31, 25 | -20.82K | 0.10% |
| Tradition Wealth Management, LLC | 82.34K | Dec 31, 25 | +970 | 0.09% |
| Smith Asset Management Co., LLC | 77.01K | Dec 31, 25 | -2.25K | 0.09% |
| CENTAURUS FINANCIAL, INC. | 56.62K | Dec 31, 25 | +2.46K | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 45.57K | Dec 31, 25 | +26.02K | 0.05% |
| Edge Financial Advisors LLC | 29.70K | Dec 31, 25 | +4.48K | 0.03% |
| CWM, LLC | 23.79K | Dec 31, 25 | +868 | 0.03% |
| COMERICA BANK | 23.33K | Dec 31, 25 | +3 | 0.03% |
| Atlanta Consulting Group Advisors, LLC | 20.84K | Dec 31, 25 | +53 | 0.02% |
| Advisory Services Network, LLC | 19.40K | Dec 31, 25 | +269 | 0.02% |
| Atomi Financial Group, Inc. | 17.34K | Dec 31, 25 | +822 | 0.02% |
| AlphaCore Capital LLC | 17.33K | Dec 31, 25 | -12.68K | 0.02% |
| MAI Capital Management | 17.11K | Dec 31, 25 | +5.60K | 0.02% |
| Colony Group, LLC | 15.64K | Dec 31, 25 | +6.68K | 0.02% |
| Equitable Holdings, Inc. | 14.89K | Dec 31, 25 | +2.55K | 0.02% |
| US BANCORP \DE\ | 13.12K | Dec 31, 25 | -- | 0.01% |
| Leslie Global Wealth, LLC | 9.67K | Dec 31, 25 | -- | 0.01% |
| CI Private Wealth, LLC | 9.55K | Dec 31, 25 | -2.15K | 0.01% |
| SageView Advisory Group, LLC | 8.27K | Dec 31, 25 | +87 | 0.01% |
| Cerity Partners LLC | 8.26K | Dec 31, 25 | +583 | 0.01% |
| PEAPACK GLADSTONE FINANCIAL CORP | 8.15K | Dec 31, 25 | -- | 0.01% |
| Western Wealth Management, LLC | 8.12K | Dec 31, 25 | +1.27K | 0.01% |
| ORG Partners LLC | 7.17K | Dec 31, 25 | +95 | 0.01% |
| Allworth Financial LP | 4.49K | Dec 31, 25 | +200 | 0.01% |
| Rockefeller Capital Management L.P. | 1.76K | Dec 31, 25 | +602 | 0.00% |
| Global Retirement Partners, LLC | 1.69K | Dec 31, 25 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 1.53K | Dec 31, 25 | +1.53K | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 540 | Dec 31, 25 | +540 | 0.00% |
| Parkside Financial Bank & Trust | 485 | Dec 31, 25 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 358 | Dec 31, 25 | -- | 0.00% |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 356 | Dec 31, 25 | -- | 0.00% |
| CIBC Private Wealth Group, LLC | 306 | Dec 31, 25 | +4 | 0.00% |
| IMG Wealth Management, Inc. | 203 | Dec 31, 25 | +203 | 0.00% |
| Motiv8 Investments LLC | 70 | Dec 31, 25 | +70 | 0.00% |
| FMR LLC | 20 | Dec 31, 25 | +20 | 0.00% |
| RMR Capital Management, LLC | -- | Dec 31, 25 | -5.37K | -- |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -1.25K | -- |
| Stonegate Investment Group, LLC | 7.18K | Sep 30, 25 | +8 | 0.01% |
| Lowe Wealth Advisors, LLC | 6.25K | Sep 30, 25 | -- | 0.01% |
| Watts Gwilliam & Co., LLC | 5.15K | Sep 30, 25 | +5.15K | 0.01% |
| Good Life Advisors, LLC | 67.55K | Jun 30, 25 | +966 | 0.08% |
| Atria Wealth Solutions, Inc. | 50.95K | Jun 30, 25 | -12.05K | 0.06% |
| AVANTAX ADVISORY SERVICES, INC. | 16.10K | Jun 30, 25 | +428 | 0.02% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3.79K | Jun 30, 25 | +3.79K | 0.00% |
| Sandy Spring Bank | 201 | Mar 31, 25 | -- | 0.00% |
| AlphaMark Advisors, LLC | 1.03K | Dec 31, 24 | +11 | 0.00% |
| WR Wealth Planners, LLC | 18 | Dec 31, 24 | +1 | 0.00% |
| RE Dickinson Investment Advisors, LLC | 5 | Dec 31, 24 | +5 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 124.19K | Sep 30, 24 | -177.53K | 0.14% |
| Raymond James Financial Services Advisors, Inc. | 80.25K | Sep 30, 24 | +3.13K | 0.09% |
| All Season Financial Advisors, Inc. | 24.98K | Sep 30, 24 | +12.49K | 0.03% |
| Biechele Royce Advisors | 24.35K | Sep 30, 24 | -- | 0.03% |
| LifePro Asset Management | 8.14K | Sep 30, 24 | -- | 0.01% |
| FinTrust Capital Advisors, LLC | 1.01K | Sep 30, 24 | +1.01K | 0.00% |
| Planning Capital Management Corp | 143 | Sep 30, 24 | +143 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 8.55K | Jun 30, 24 | -208 | 0.01% |
| Cetera Advisor Networks LLC | 74.62K | Mar 31, 24 | -1.93K | 0.08% |
| Highlander Capital Management, LLC | 34.45K | Mar 31, 24 | +2.50K | 0.04% |
| Cetera Advisors LLC | 31.84K | Mar 31, 24 | +31.84K | 0.04% |
| Retirement Group, LLC | 460 | Mar 31, 24 | -- | 0.00% |
| FOCUS FINANCIAL NETWORK INC /ADV | 10.54K | Dec 31, 23 | +10.54K | 0.01% |
| Paragon Wealth Strategies, LLC | 9.30K | Dec 31, 23 | +45 | 0.01% |
| Baystate Wealth Management LLC | 2.01K | Dec 31, 23 | +2.01K | 0.00% |
| Claybrook Capital, LLC | 66.21K | Sep 30, 23 | -- | 0.08% |
| BerganKDV Wealth Management, LLC | 15.00K | Jun 30, 23 | -- | 0.02% |
| Endurance Wealth Management, Inc. | 2.60K | Jun 30, 23 | -- | 0.00% |
| Ahrens Investment Partners LLC | 3.10K | Mar 31, 23 | +3.10K | 0.00% |
| Align Wealth Management, LLC | 500 | Dec 31, 22 | +500 | 0.00% |
| American Portfolios Advisors | 7.05K | Sep 30, 22 | -300 | 0.01% |
| FourThought Financial, LLC | 1.58K | Sep 30, 22 | -26 | 0.00% |
| BREWIN DOLPHIN LTD | 420 | Jun 30, 22 | -- | 0.00% |
| Cordasco Financial Network | 351 | Jun 30, 22 | -- | 0.00% |
| Private Capital Group, LLC | -- | Jun 30, 22 | -593 | -- |
| BREITER CAPITAL MANAGEMENT INC | 6.40K | Mar 31, 22 | -- | 0.01% |
| NEXT Financial Group, Inc | 947 | Dec 31, 21 | +50 | 0.00% |
| Carroll Financial Associates, Inc. | 726 | Dec 31, 21 | -- | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7.35K | Sep 30, 21 | +1.11K | 0.01% |
| SECURITY NATIONAL TRUST CO | 1.07K | Sep 30, 21 | -- | 0.00% |
| Sonora Investment Management, LLC | 1.00K | Sep 30, 21 | +1.00K | 0.00% |
| Homrich & Berg | -- | Sep 30, 21 | -5.86K | -- |
| Hoover Financial Advisors, Inc. | 3.47K | Jun 30, 21 | +1.34K | 0.00% |
| CAMDEN NATIONAL CORP | 12.41K | Mar 31, 21 | +12.41K | 0.01% |
| Rikoon Group, LLC | -- | Mar 31, 21 | -6.87K | -- |
| Reby Advisors, LLC | 194 | Dec 31, 20 | +194 | 0.00% |
| Wealthspire Advisors, L.P. | 72.63K | Sep 30, 20 | +72.63K | 0.08% |
| Squar Milner Financial Services LLC | 1.02K | Mar 31, 20 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 126.84K | Dec 31, 19 | -3.50K | 0.14% |
| Advisor Group, Inc. | 31.50K | Dec 31, 19 | +601 | 0.04% |
| Sound View Wealth Advisors, LLC | 32.47K | Mar 31, 19 | -- | 0.04% |
| FNY Managed Accounts LLC | 1.20K | Mar 31, 18 | -12.17K | 0.00% |
| Commonwealth Equity Services, Inc | 61.51K | Jun 30, 17 | +8.17K | 0.07% |
| WFG Advisors, LP | 2.23K | Jun 30, 17 | -- | 0.00% |
| LBA Wealth Management, LLC | 1.20K | Mar 31, 17 | -- | 0.00% |
| MSI Financial Services Inc | 6.19K | Dec 31, 16 | -1.25K | 0.01% |
| WESTPORT RESOURCES MANAGEMENT INC | 404 | Sep 30, 16 | -1.77K | 0.00% |
| Lebenthal Holdings,LLC | 12.00K | Jun 30, 16 | -14.98K | 0.01% |
| VSR Financial Services, Inc. | -- | Jun 30, 16 | -7.89K | -- |
| Carnick & Kubik, LLC | 1.10K | Mar 31, 16 | +1.10K | 0.00% |
| COHEN & STEERS CAPITAL MANAGEMENT INC | 44.16K | Mar 31, 15 | +44.16K | 0.05% |
| BAIRD ROBERT W & CO INC /WI/ | 8.16K | Mar 31, 15 | -- | 0.01% |
| NEW ENGLAND SECURITIES CORP /MA/ | 2.97K | Dec 31, 14 | -- | 0.00% |
| UBS AG | 62.06K | Sep 30, 14 | +4.19K | 0.07% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -8.25K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 71.82K | Sep 30, 13 | +11.38K | 0.08% |
| First Allied Securities, Inc. | 27.90K | Jun 30, 12 | -- | 0.03% |