Reaves Utility Income Fund(UTG)

$39.37—

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Reaves Utility Income Fund(UTG)

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$39.37—

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UTG(UTG)

UTG

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Institutional Ownership

Top 336 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	1.31M	Jun 30, 26	-53.83K	1.43%
MORGAN STANLEY	1.21M	Jun 30, 26	+66.44K	1.32%
LPL Financial LLC	877.63K	Jun 30, 26	+58.21K	0.96%
WELLS FARGO & COMPANY/MN	694.10K	Jun 30, 26	-13.48K	0.76%
RAYMOND JAMES FINANCIAL INC	548.91K	Jun 30, 26	+189.63K	0.60%
ROYAL BANK OF CANADA	532.58K	Jun 30, 26	-43.79K	0.58%
COMMONWEALTH EQUITY SERVICES, LLC	437.51K	Jun 30, 26	+13.11K	0.48%
CAPTRUST FINANCIAL ADVISORS	380.51K	Jun 30, 26	+14.65K	0.42%
AMERIPRISE FINANCIAL INC	325.95K	Jun 30, 26	-6.31K	0.36%
J.W. COLE ADVISORS, INC.	323.11K	Jun 30, 26	+323.11K	0.35%
STIFEL FINANCIAL CORP	296.83K	Jun 30, 26	-1.59K	0.32%
ADVISOR GROUP HOLDINGS, INC.	292.54K	Jun 30, 26	+38.93K	0.32%
UBS Group AG	287.25K	Jun 30, 26	+24.85K	0.31%
OAK FAMILY ADVISORS, LLC	247.98K	Jun 30, 26	+17.58K	0.27%
Magnus Financial Group LLC	238.73K	Jun 30, 26	+8.49K	0.26%
Sterling Investment Advisors, Ltd.	189.65K	Jun 30, 26	-2.77K	0.21%
NewEdge Advisors, LLC	172.64K	Jun 30, 26	+90.99K	0.19%
Cetera Investment Advisers	161.29K	Jun 30, 26	-3.96K	0.18%
Wealthspire Advisors, LLC	159.51K	Jun 30, 26	+7.64K	0.17%
JBR Co Financial Management Inc	142.78K	Jun 30, 26	+665	0.16%
Private Advisor Group, LLC	140.10K	Jun 30, 26	+1.72K	0.15%
Janney Montgomery Scott LLC	123.77K	Jun 30, 26	+12.64K	0.14%
HBW Advisory Services LLC	111.67K	Jun 30, 26	+757	0.12%
Cambridge Investment Research Advisors, Inc.	109.86K	Jun 30, 26	+834	0.12%
Mariner, LLC	108.65K	Jun 30, 26	-2.58K	0.12%
Lido Advisors, LLC	98.30K	Jun 30, 26	-52.28K	0.11%
Tradition Wealth Management, LLC	94.79K	Jun 30, 26	+12.45K	0.10%
INDEPENDENT FINANCIAL GROUP, LLC	89.71K	Jun 30, 26	+2.98K	0.10%
REAVES W H & CO INC	85.75K	Jun 30, 26	+1.19K	0.09%
GUGGENHEIM CAPITAL LLC	82.30K	Jun 30, 26	-50.40K	0.09%
WEALTH EFFECTS LLC	81.98K	Jun 30, 26	-881	0.09%
Smith Asset Management Co., LLC	73.88K	Jun 30, 26	-1.50K	0.08%
OPPENHEIMER & CO INC	71.43K	Jun 30, 26	-2.93K	0.08%
WILEY BROS.-AINTREE CAPITAL, LLC	70.61K	Jun 30, 26	+1.65K	0.08%
NWF Advisory Services Inc.	69.22K	Jun 30, 26	+19.50K	0.08%
Jefferies Financial Group Inc.	68.55K	Jun 30, 26	+5.68K	0.07%
LongView Wealth Management	67.34K	Jun 30, 26	-42	0.07%
PNC FINANCIAL SERVICES GROUP, INC.	63.14K	Jun 30, 26	+6.02K	0.07%
COHEN & STEERS, INC.	58.00K	Jun 30, 26	+5.00K	0.06%
Stratos Wealth Partners, LTD.	56.44K	Jun 30, 26	+4.59K	0.06%
FIRST TRUST ADVISORS LP	56.30K	Jun 30, 26	+1.60K	0.06%
STEVENS CAPITAL PARTNERS	56.04K	Jun 30, 26	+56.04K	0.06%
CENTAURUS FINANCIAL, INC.	54.57K	Jun 30, 26	-1.21K	0.06%
NBC SECURITIES, INC.	54.26K	Jun 30, 26	+3.19K	0.06%
Kestra Advisory Services, LLC	52.22K	Jun 30, 26	-3.85K	0.06%
GRIFFIN ASSET MANAGEMENT, INC.	51.63K	Jun 30, 26	+5.25K	0.06%
Steward Partners Investment Advisory, LLC	51.59K	Jun 30, 26	+1.47K	0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	51.50K	Jun 30, 26	-6.63K	0.06%
Samalin Investment Counsel, LLC	49.88K	Jun 30, 26	+14.01K	0.05%
Kercheville Advisors, LLC	49.35K	Jun 30, 26	+1.71K	0.05%
Strategic Family Wealth Counselors, L.L.C.	48.17K	Jun 30, 26	-1.72K	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	47.69K	Jun 30, 26	+3.10K	0.05%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	45.91K	Jun 30, 26	+2.42K	0.05%
ORG Wealth Partners, LLC	45.89K	Jun 30, 26	+8.58K	0.05%
ENVESTNET ASSET MANAGEMENT INC	40.27K	Jun 30, 26	+3.61K	0.04%
XTX Topco Ltd	37.88K	Jun 30, 26	+26.87K	0.04%
Sigma Planning Corp	37.29K	Jun 30, 26	+191	0.04%
WEDBUSH SECURITIES INC	35.81K	Jun 30, 26	-1.61K	0.04%
AlphaCore Capital LLC	35.70K	Jun 30, 26	+18.18K	0.04%
MML INVESTORS SERVICES, LLC	35.58K	Jun 30, 26	+4.77K	0.04%
Red Door Wealth Management, LLC	35.13K	Jun 30, 26	+35.13K	0.04%
Beacon Capital Management, Inc.	34.50K	Jun 30, 26	--	0.04%
Sowell Financial Services LLC	32.74K	Jun 30, 26	-6.41K	0.04%
Pensionmark Financial Group, LLC	32.27K	Jun 30, 26	-180	0.04%
HighTower Advisors, LLC	31.87K	Jun 30, 26	+64	0.03%
STEPHENS INC /AR/	30.91K	Jun 30, 26	+1.05K	0.03%
Creative Planning	30.10K	Jun 30, 26	-869	0.03%
Merrion Investment Management Co, LLC	30.00K	Jun 30, 26	+2.50K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	29.46K	Jun 30, 26	+29.46K	0.03%
WOLVERINE ASSET MANAGEMENT LLC	29.01K	Jun 30, 26	+29.01K	0.03%
Mission Hills Financial Advisory, LLC	28.85K	Jun 30, 26	+9.82K	0.03%
MATRIX PRIVATE CAPITAL GROUP LLC	28.43K	Jun 30, 26	+4.48K	0.03%
Carnegie Lake Advisors LLC	26.30K	Jun 30, 26	-151	0.03%
JANE STREET GROUP, LLC	26.29K	Jun 30, 26	+12.63K	0.03%
Westbourne Investment Advisors, Inc.	25.60K	Jun 30, 26	--	0.03%
XML Financial, LLC	25.36K	Jun 30, 26	-545	0.03%
Prospera Financial Services Inc	24.85K	Jun 30, 26	+6.04K	0.03%
Integrated Wealth Concepts LLC	24.55K	Jun 30, 26	+11.54K	0.03%
FIFTH THIRD BANCORP	24.00K	Jun 30, 26	+3.50K	0.03%
CreativeOne Wealth, LLC	23.28K	Jun 30, 26	-11.01K	0.03%
Future Financial Wealth Managment LLC	22.64K	Jun 30, 26	-1.57K	0.02%
Sanctuary Advisors, LLC	22.29K	Jun 30, 26	+902	0.02%
MONETARY MANAGEMENT GROUP INC	22.00K	Jun 30, 26	+500	0.02%
Atlanta Consulting Group Advisors, LLC	20.94K	Jun 30, 26	+49	0.02%
Atlas Brown,Inc.	20.00K	Jun 30, 26	-463	0.02%
MAI Capital Management	19.86K	Jun 30, 26	+2.94K	0.02%
Welch Group, LLC	19.73K	Jun 30, 26	--	0.02%
Advisory Services Network, LLC	19.39K	Jun 30, 26	-52	0.02%
MERCER GLOBAL ADVISORS INC /ADV	19.39K	Jun 30, 26	+1.97K	0.02%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	19.26K	Jun 30, 26	--	0.02%
Colony Group, LLC	18.56K	Jun 30, 26	+859	0.02%
DAVENPORT & Co LLC	18.01K	Jun 30, 26	-270	0.02%
Belpointe Asset Management LLC	17.94K	Jun 30, 26	+189	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	17.88K	Jun 30, 26	+2.30K	0.02%
Visionary Wealth Advisors	17.37K	Jun 30, 26	+4.03K	0.02%
Atomi Financial Group, Inc.	17.20K	Jun 30, 26	-259	0.02%
Castle Rock Wealth Management, LLC	17.20K	Jun 30, 26	-176	0.02%
Maridea Wealth Management LLC	17.10K	Jun 30, 26	+1.28K	0.02%
HBK Sorce Advisory LLC	17.07K	Jun 30, 26	+200	0.02%
PFG Investments, LLC	17.06K	Jun 30, 26	+287	0.02%
Brookstone Capital Management	17.04K	Jun 30, 26	-3.64K	0.02%
Sunpointe, LLC	16.76K	Jun 30, 26	+5	0.02%
Pasadena Private Wealth, LLC	16.39K	Jun 30, 26	+16.39K	0.02%
Certified Advisory Corp	16.07K	Jun 30, 26	+63	0.02%
Cerity Partners LLC	15.60K	Jun 30, 26	-1.63K	0.02%
Savant Capital, LLC	15.52K	Jun 30, 26	+7.59K	0.02%
Focus Financial Network, Inc.	15.32K	Jun 30, 26	+1.15K	0.02%
READYSTATE ASSET MANAGEMENT LP	14.87K	Jun 30, 26	+14.87K	0.02%
Equitable Holdings, Inc.	14.48K	Jun 30, 26	-3.75K	0.02%
MGO ONE SEVEN LLC	14.47K	Jun 30, 26	+740	0.02%
Per Stirling Capital Management, LLC.	14.09K	Jun 30, 26	+200	0.02%
Farther Finance Advisors, LLC	13.98K	Jun 30, 26	+24	0.02%
Sound View Wealth Advisors Group, LLC	13.76K	Jun 30, 26	+9	0.02%
Triumph Capital Management	13.40K	Jun 30, 26	-278	0.01%
US BANCORP \DE\	13.12K	Jun 30, 26	--	0.01%
CUSTOM INDEX SYSTEMS, LLC	13.03K	Jun 30, 26	+2.06K	0.01%
StoneX Group Inc.	12.91K	Jun 30, 26	+20	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	12.70K	Jun 30, 26	--	0.01%
AE Wealth Management LLC	12.64K	Jun 30, 26	-625	0.01%
Financial Security Advisor, Inc.	12.50K	Jun 30, 26	--	0.01%
Resurgent Financial Advisors LLC	11.81K	Jun 30, 26	+3.42K	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	11.68K	Jun 30, 26	+977	0.01%
Commonwealth Financial Services, LLC	11.35K	Jun 30, 26	+357	0.01%
GRAYBILL WEALTH MANAGEMENT, LTD.	11.33K	Jun 30, 26	-16	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	11.12K	Jun 30, 26	--	0.01%
Marex Group plc	11.00K	Jun 30, 26	+11.00K	0.01%
Abel Hall, LLC	10.00K	Jun 30, 26	--	0.01%
Innova Wealth Partners	9.97K	Jun 30, 26	+486	0.01%
City Center Advisors, LLC	9.69K	Jun 30, 26	+819	0.01%
Leslie Global Wealth, LLC	9.67K	Jun 30, 26	--	0.01%
EP Wealth Advisors, LLC	9.57K	Jun 30, 26	+9.57K	0.01%
RFG Advisory, LLC	9.25K	Jun 30, 26	-1.25K	0.01%
Costello Asset Management, INC	9.08K	Jun 30, 26	+27	0.01%
Orca Investment Management, LLC	9.06K	Jun 30, 26	-437	0.01%
Purus Wealth Management, LLC	9.04K	Jun 30, 26	+1.26K	0.01%
D.A. DAVIDSON & CO.	8.85K	Jun 30, 26	+2.70K	0.01%
Apollon Wealth Management, LLC	8.80K	Jun 30, 26	--	0.01%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	8.64K	Jun 30, 26	+8.64K	0.01%
Total Clarity Wealth Management, Inc.	8.43K	Jun 30, 26	+2.24K	0.01%
Novak & Powell Financial Services, Inc.	8.34K	Jun 30, 26	+95	0.01%
BENJAMIN EDWARDS INC	8.29K	Jun 30, 26	--	0.01%
Western Wealth Management, LLC	7.93K	Jun 30, 26	+390	0.01%
NWAM LLC	7.91K	Jun 30, 26	--	0.01%
Balboa Wealth Partners	7.86K	Jun 30, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	7.75K	Jun 30, 26	+365	0.01%
PEAPACK GLADSTONE FINANCIAL CORP	7.65K	Jun 30, 26	-500	0.01%
CI Private Wealth, LLC	7.38K	Jun 30, 26	-2.83K	0.01%
Invesco Ltd.	7.32K	Jun 30, 26	+7	0.01%
TWO SIGMA SECURITIES, LLC	7.30K	Jun 30, 26	+7.30K	0.01%
Investors Research Corp	7.08K	Jun 30, 26	--	0.01%
Allworth Financial LP	7.08K	Jun 30, 26	+2.07K	0.01%
RDA Financial Network	7.04K	Jun 30, 26	-75	0.01%
PRINCIPAL SECURITIES, INC.	6.74K	Jun 30, 26	-189	0.01%
Moors & Cabot, Inc.	6.62K	Jun 30, 26	--	0.01%
TRUIST FINANCIAL CORP	6.57K	Jun 30, 26	+236	0.01%
CARY STREET PARTNERS FINANCIAL LLC	6.54K	Jun 30, 26	+705	0.01%
B. Riley Wealth Advisors, Inc.	6.53K	Jun 30, 26	+6.53K	0.01%
Hilltop Holdings Inc.	6.21K	Jun 30, 26	--	0.01%
Penbrook Management LLC	6.13K	Jun 30, 26	--	0.01%
Ballew Advisors, Inc	6.02K	Jun 30, 26	+85	0.01%
NOMURA HOLDINGS INC	6.00K	Jun 30, 26	+6.00K	0.01%
NICOLET BANKSHARES INC	5.87K	Jun 30, 26	--	0.01%
Concurrent Investment Advisors, LLC	5.68K	Jun 30, 26	+1	0.01%
CoreCap Advisors, LLC	5.60K	Jun 30, 26	--	0.01%
Armor Investment Advisors, LLC	5.60K	Jun 30, 26	-400	0.01%
49 WEALTH MANAGEMENT, LLC	5.50K	Jun 30, 26	+5.50K	0.01%
Keystone Financial Group	5.47K	Jun 30, 26	+55	0.01%
Everstar Asset Management, LLC	5.45K	Jun 30, 26	--	0.01%
RMR Capital Management, LLC	5.37K	Jun 30, 26	--	0.01%
Pinnacle Wealth Management Group, Inc.	5.35K	Jun 30, 26	--	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	5.26K	Jun 30, 26	+5	0.01%
Semus Wealth Partners LLC	5.23K	Jun 30, 26	-550	0.01%
Walker Asset Management, LLC	5.17K	Jun 30, 26	+5.17K	0.01%
Foundations Investment Advisors, LLC	5.12K	Jun 30, 26	--	0.01%
Nabity-Jensen Investment Management Inc	5.03K	Jun 30, 26	+5.03K	0.01%
Post Resch Tallon Group Inc.	5.03K	Jun 30, 26	+5.03K	0.01%
GWN SECURITIES INC.	5.01K	Jun 30, 26	+5.01K	0.01%
Foster Group, Inc.	5.00K	Jun 30, 26	+5.00K	0.01%
Summit Financial, LLC	4.94K	Jun 30, 26	-12.58K	0.01%
IFG Advisory, LLC	4.92K	Jun 30, 26	+350	0.01%
Joseph P. Lucia & Associates, LLC	4.91K	Jun 30, 26	+4.91K	0.01%
JPMORGAN CHASE & CO	4.79K	Jun 30, 26	+695	0.01%
Spire Wealth Management	4.59K	Jun 30, 26	+54	0.01%
KELLEHER FINANCIAL ADVISORS	4.54K	Jun 30, 26	+4.54K	0.00%
Oakworth Capital, Inc.	4.50K	Jun 30, 26	+4.50K	0.00%
Geneos Wealth Management Inc.	4.47K	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	4.00K	Jun 30, 26	--	0.00%
Rockefeller Capital Management L.P.	3.94K	Jun 30, 26	+2.18K	0.00%
BROWN BROTHERS HARRIMAN & CO	3.17K	Jun 30, 26	--	0.00%
IFP Advisors, Inc	3.16K	Jun 30, 26	+812	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	3.15K	Jun 30, 26	-996	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.78K	Jun 30, 26	--	0.00%
Luminist Capital LLC	2.41K	Jun 30, 26	+2.41K	0.00%
Nemes Rush Group LLC	2.00K	Jun 30, 26	+500	0.00%
EverSource Wealth Advisors, LLC	2.00K	Jun 30, 26	--	0.00%
ASSETMARK, INC	1.97K	Jun 30, 26	-483	0.00%
AMERIFLEX GROUP, INC.	1.86K	Jun 30, 26	--	0.00%
Cassaday & Co Wealth Management LLC	1.86K	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	1.75K	Jun 30, 26	--	0.00%
Centerpoint Advisors, LLC	1.70K	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	1.69K	Jun 30, 26	+1.69K	0.00%
Bank of New Hampshire	1.56K	Jun 30, 26	--	0.00%
Colonial Trust Advisors	1.50K	Jun 30, 26	--	0.00%
North Star Investment Management Corp.	1.45K	Jun 30, 26	--	0.00%
LRI Investments, LLC	1.44K	Jun 30, 26	--	0.00%
Larson Financial Group LLC	1.42K	Jun 30, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	1.25K	Jun 30, 26	-100	0.00%
HUNTINGTON NATIONAL BANK	1.00K	Jun 30, 26	+1.00K	0.00%
TD Waterhouse Canada Inc.	1.00K	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	1.00K	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	1.00K	Jun 30, 26	+1.00K	0.00%
LOGAN CAPITAL MANAGEMENT INC	1.00K	Jun 30, 26	+1.00K	0.00%
West Branch Capital LLC	862	Jun 30, 26	+9	0.00%
Abound Wealth Management	797	Jun 30, 26	+797	0.00%
WEBSTER BANK, N. A.	744	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	687	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	625	Jun 30, 26	--	0.00%
Hilltop National Bank	590	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	580	Jun 30, 26	--	0.00%
UMB Bank, n.a.	574	Jun 30, 26	--	0.00%
Key FInancial Inc	554	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	410	Jun 30, 26	+410	0.00%
HOLLENCREST CAPITAL MANAGEMENT	395	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	358	Jun 30, 26	--	0.00%
Tradewinds Capital Management, LLC	320	Jun 30, 26	--	0.00%
DUNCKER STREETT & CO INC	300	Jun 30, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	270	Jun 30, 26	+4	0.00%
ALERUS FINANCIAL NA	267	Jun 30, 26	--	0.00%
Avion Wealth	250	Jun 30, 26	+250	0.00%
FINANCIAL CONSULATE, INC	250	Jun 30, 26	--	0.00%
Signature Resources Capital Management, LLC	250	Jun 30, 26	--	0.00%
Newton One Investments LLC	234	Jun 30, 26	+234	0.00%
Coppell Advisory Solutions LLC	200	Jun 30, 26	+200	0.00%
Roble, Belko & Company, Inc	126	Jun 30, 26	+2	0.00%
MCF Advisors LLC	125	Jun 30, 26	+25	0.00%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	100	Jun 30, 26	--	0.00%
Aspect Partners, LLC	100	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	98	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	75	Jun 30, 26	--	0.00%
LifeSteps Financial, Inc.	50	Jun 30, 26	+50	0.00%
Tower Research Capital LLC (TRC)	46	Jun 30, 26	+43	0.00%
IMG Wealth Management, Inc.	1	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	--	Jun 30, 26	-3.10K	--
RESOURCES MANAGEMENT CORP /CT/ /ADV	--	Jun 30, 26	-356	--
Virtu Financial LLC	--	Jun 30, 26	-8.79K	--
Wealthcare Advisory Partners LLC	--	Jun 30, 26	-11.79K	--
NEVILLE RODIE & SHAW INC	--	Jun 30, 26	-12.70K	--
Osbon Capital Management LLC	--	Jun 30, 26	-992	--
Allie Family Office LLC	--	Jun 30, 26	-6.49K	--
Simplicity Wealth,LLC	--	Jun 30, 26	-9.38K	--
Morton Brown Family Wealth, LLC	--	Jun 30, 26	-160	--
Golden State Equity Partners	--	Jun 30, 26	-6.90K	--
ELCO Management Co., LLC	--	Jun 30, 26	-7.25K	--
CENTAURUS FINANCIAL, INC.	55.78K	Mar 31, 26	-835	0.06%
CWM, LLC	22.08K	Mar 31, 26	-1.71K	0.02%
Equitable Holdings, Inc.	18.23K	Mar 31, 26	+3.34K	0.02%
Vivaldi Capital Management LP	15.75K	Mar 31, 26	--	0.02%
Beacon Pointe Advisors, LLC	13.54K	Mar 31, 26	+88	0.01%
Bey-Douglas LLC	10.24K	Mar 31, 26	+1.66K	0.01%
Sunbelt Securities, Inc.	2.70K	Mar 31, 26	+2.70K	0.00%
Anchor Investment Management, LLC	1.70K	Mar 31, 26	+25	0.00%
Parkside Financial Bank & Trust	485	Mar 31, 26	--	0.00%
Edge Financial Advisors LLC	29.70K	Dec 31, 25	+4.48K	0.03%
COMERICA BANK	23.33K	Dec 31, 25	+3	0.03%
ORG Partners LLC	7.17K	Dec 31, 25	+95	0.01%
CIBC Private Wealth Group, LLC	306	Dec 31, 25	+4	0.00%
Motiv8 Investments LLC	70	Dec 31, 25	+70	0.00%
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	0.07%
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	0.03%
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	--	0.07%
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	0.03%
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%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

1.31M

Jun 30, 26

-53.83K

1.43%

MORGAN STANLEY

1.21M

Jun 30, 26

+66.44K

1.32%

LPL Financial LLC

877.63K

Jun 30, 26

+58.21K

0.96%

WELLS FARGO & COMPANY/MN

694.10K

Jun 30, 26

-13.48K

0.76%

RAYMOND JAMES FINANCIAL INC

548.91K

Jun 30, 26

+189.63K

0.60%

ROYAL BANK OF CANADA

532.58K

Jun 30, 26

-43.79K

0.58%

COMMONWEALTH EQUITY SERVICES, LLC

437.51K

Jun 30, 26

+13.11K

0.48%

CAPTRUST FINANCIAL ADVISORS

380.51K

Jun 30, 26

+14.65K

0.42%

AMERIPRISE FINANCIAL INC

325.95K

Jun 30, 26

-6.31K

0.36%

J.W. COLE ADVISORS, INC.

323.11K

Jun 30, 26

+323.11K

0.35%

STIFEL FINANCIAL CORP

296.83K

Jun 30, 26

-1.59K

0.32%

ADVISOR GROUP HOLDINGS, INC.

292.54K

Jun 30, 26

+38.93K

0.32%

UBS Group AG

287.25K

Jun 30, 26

+24.85K

0.31%

OAK FAMILY ADVISORS, LLC

247.98K

Jun 30, 26

+17.58K

0.27%

Magnus Financial Group LLC

238.73K

Jun 30, 26

+8.49K

0.26%

Sterling Investment Advisors, Ltd.

189.65K

Jun 30, 26

-2.77K

0.21%

NewEdge Advisors, LLC

172.64K

Jun 30, 26

+90.99K

0.19%

Cetera Investment Advisers

161.29K

Jun 30, 26

-3.96K

0.18%

Wealthspire Advisors, LLC

159.51K

Jun 30, 26

+7.64K

0.17%

JBR Co Financial Management Inc

142.78K

Jun 30, 26

+665

0.16%

Private Advisor Group, LLC

140.10K

Jun 30, 26

+1.72K

0.15%

Janney Montgomery Scott LLC

123.77K

Jun 30, 26

+12.64K

0.14%

HBW Advisory Services LLC

111.67K

Jun 30, 26

+757

0.12%

Cambridge Investment Research Advisors, Inc.

109.86K

Jun 30, 26

+834

0.12%

Mariner, LLC

108.65K

Jun 30, 26

-2.58K

0.12%

Lido Advisors, LLC

98.30K

Jun 30, 26

-52.28K

0.11%

Tradition Wealth Management, LLC

94.79K

Jun 30, 26

+12.45K

0.10%

INDEPENDENT FINANCIAL GROUP, LLC

89.71K

Jun 30, 26

+2.98K

0.10%

REAVES W H & CO INC

85.75K

Jun 30, 26

+1.19K

0.09%

GUGGENHEIM CAPITAL LLC

82.30K

Jun 30, 26

-50.40K

0.09%

WEALTH EFFECTS LLC

81.98K

Jun 30, 26

-881

0.09%

Smith Asset Management Co., LLC

73.88K

Jun 30, 26

-1.50K

0.08%

OPPENHEIMER & CO INC

71.43K

Jun 30, 26

-2.93K

0.08%

WILEY BROS.-AINTREE CAPITAL, LLC

70.61K

Jun 30, 26

+1.65K

0.08%

NWF Advisory Services Inc.

69.22K

Jun 30, 26

+19.50K

0.08%

Jefferies Financial Group Inc.

68.55K

Jun 30, 26

+5.68K

0.07%

LongView Wealth Management

67.34K

Jun 30, 26

-42

0.07%

PNC FINANCIAL SERVICES GROUP, INC.

63.14K

Jun 30, 26

+6.02K

0.07%

COHEN & STEERS, INC.

58.00K

Jun 30, 26

+5.00K

0.06%

Stratos Wealth Partners, LTD.

56.44K

Jun 30, 26

+4.59K

0.06%

FIRST TRUST ADVISORS LP

56.30K

Jun 30, 26

+1.60K

0.06%

STEVENS CAPITAL PARTNERS

56.04K

Jun 30, 26

+56.04K

0.06%

CENTAURUS FINANCIAL, INC.

54.57K

Jun 30, 26

-1.21K

0.06%

NBC SECURITIES, INC.

54.26K

Jun 30, 26

+3.19K

0.06%

Kestra Advisory Services, LLC

52.22K

Jun 30, 26

-3.85K

0.06%

GRIFFIN ASSET MANAGEMENT, INC.

51.63K

Jun 30, 26

+5.25K

0.06%

Steward Partners Investment Advisory, LLC

51.59K

Jun 30, 26

+1.47K

0.06%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

51.50K

Jun 30, 26

-6.63K

0.06%

Samalin Investment Counsel, LLC

49.88K

Jun 30, 26

+14.01K

0.05%

Kercheville Advisors, LLC

49.35K

Jun 30, 26

+1.71K

0.05%

Strategic Family Wealth Counselors, L.L.C.

48.17K

Jun 30, 26

-1.72K

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

47.69K

Jun 30, 26

+3.10K

0.05%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

45.91K

Jun 30, 26

+2.42K

0.05%

ORG Wealth Partners, LLC

45.89K

Jun 30, 26

+8.58K

0.05%

ENVESTNET ASSET MANAGEMENT INC

40.27K

Jun 30, 26

+3.61K

0.04%

XTX Topco Ltd

37.88K

Jun 30, 26

+26.87K

0.04%

Sigma Planning Corp

37.29K

Jun 30, 26

+191

0.04%

WEDBUSH SECURITIES INC

35.81K

Jun 30, 26

-1.61K

0.04%

AlphaCore Capital LLC

35.70K

Jun 30, 26

+18.18K

0.04%

MML INVESTORS SERVICES, LLC

35.58K

Jun 30, 26

+4.77K

0.04%

Red Door Wealth Management, LLC

35.13K

Jun 30, 26

+35.13K

0.04%

Beacon Capital Management, Inc.

34.50K

Jun 30, 26

0.04%

Sowell Financial Services LLC

32.74K

Jun 30, 26

-6.41K

0.04%

Pensionmark Financial Group, LLC

32.27K

Jun 30, 26

-180

0.04%

HighTower Advisors, LLC

31.87K

Jun 30, 26

+64

0.03%

STEPHENS INC /AR/

30.91K

Jun 30, 26

+1.05K

0.03%

Creative Planning

30.10K

Jun 30, 26

-869

0.03%

Merrion Investment Management Co, LLC

30.00K

Jun 30, 26

+2.50K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

29.46K

Jun 30, 26

+29.46K

0.03%

WOLVERINE ASSET MANAGEMENT LLC

29.01K

Jun 30, 26

+29.01K

0.03%

Mission Hills Financial Advisory, LLC

28.85K

Jun 30, 26

+9.82K

0.03%

MATRIX PRIVATE CAPITAL GROUP LLC

28.43K

Jun 30, 26

+4.48K

0.03%

Carnegie Lake Advisors LLC

26.30K

Jun 30, 26

-151

0.03%

JANE STREET GROUP, LLC

26.29K

Jun 30, 26

+12.63K

0.03%

Westbourne Investment Advisors, Inc.

25.60K

Jun 30, 26

0.03%

XML Financial, LLC

25.36K

Jun 30, 26

-545

0.03%

Prospera Financial Services Inc

24.85K

Jun 30, 26

+6.04K

0.03%

Integrated Wealth Concepts LLC

24.55K

Jun 30, 26

+11.54K

0.03%

FIFTH THIRD BANCORP

24.00K

Jun 30, 26

+3.50K

0.03%

CreativeOne Wealth, LLC

23.28K

Jun 30, 26

-11.01K

0.03%

Future Financial Wealth Managment LLC

22.64K

Jun 30, 26

-1.57K

0.02%

Sanctuary Advisors, LLC

22.29K

Jun 30, 26

+902

0.02%

MONETARY MANAGEMENT GROUP INC

22.00K

Jun 30, 26

+500

0.02%

Atlanta Consulting Group Advisors, LLC

20.94K

Jun 30, 26

+49

0.02%

Atlas Brown,Inc.

20.00K

Jun 30, 26

-463

0.02%

MAI Capital Management

19.86K

Jun 30, 26

+2.94K

0.02%

Welch Group, LLC

19.73K

Jun 30, 26

0.02%

Advisory Services Network, LLC

19.39K

Jun 30, 26

-52

0.02%

MERCER GLOBAL ADVISORS INC /ADV

19.39K

Jun 30, 26

+1.97K

0.02%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

19.26K

Jun 30, 26

0.02%

Colony Group, LLC

18.56K

Jun 30, 26

+859

0.02%

DAVENPORT & Co LLC

18.01K

Jun 30, 26

-270

0.02%

Belpointe Asset Management LLC

17.94K

Jun 30, 26

+189

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

17.88K

Jun 30, 26

+2.30K

0.02%

Visionary Wealth Advisors

17.37K

Jun 30, 26

+4.03K

0.02%

Atomi Financial Group, Inc.

17.20K

Jun 30, 26

-259

0.02%

Castle Rock Wealth Management, LLC

17.20K

Jun 30, 26

-176

0.02%

Maridea Wealth Management LLC

17.10K

Jun 30, 26

+1.28K

0.02%

HBK Sorce Advisory LLC

17.07K

Jun 30, 26

+200

0.02%

PFG Investments, LLC

17.06K

Jun 30, 26

+287

0.02%

Brookstone Capital Management

17.04K

Jun 30, 26

-3.64K

0.02%

Sunpointe, LLC

16.76K

Jun 30, 26

0.02%

Pasadena Private Wealth, LLC

16.39K

Jun 30, 26

+16.39K

0.02%

Certified Advisory Corp

16.07K

Jun 30, 26

+63

0.02%

Cerity Partners LLC

15.60K

Jun 30, 26

-1.63K

0.02%

Savant Capital, LLC

15.52K

Jun 30, 26

+7.59K

0.02%

Focus Financial Network, Inc.

15.32K

Jun 30, 26

+1.15K

0.02%

READYSTATE ASSET MANAGEMENT LP

14.87K

Jun 30, 26

+14.87K

0.02%

Equitable Holdings, Inc.

14.48K

Jun 30, 26

-3.75K

0.02%

MGO ONE SEVEN LLC

14.47K

Jun 30, 26

+740

0.02%

Per Stirling Capital Management, LLC.

14.09K

Jun 30, 26

+200

0.02%

Farther Finance Advisors, LLC

13.98K

Jun 30, 26

+24

0.02%

Sound View Wealth Advisors Group, LLC

13.76K

Jun 30, 26

0.02%

Triumph Capital Management

13.40K

Jun 30, 26

-278

0.01%

US BANCORP \DE\

13.12K

Jun 30, 26

0.01%

CUSTOM INDEX SYSTEMS, LLC

13.03K

Jun 30, 26

+2.06K

0.01%

StoneX Group Inc.

12.91K

Jun 30, 26

+20

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

12.70K

Jun 30, 26

0.01%

AE Wealth Management LLC

12.64K

Jun 30, 26

-625

0.01%

Financial Security Advisor, Inc.

12.50K

Jun 30, 26

0.01%

Resurgent Financial Advisors LLC

11.81K

Jun 30, 26

+3.42K

0.01%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

11.68K

Jun 30, 26

+977

0.01%

Commonwealth Financial Services, LLC

11.35K

Jun 30, 26

+357

0.01%

GRAYBILL WEALTH MANAGEMENT, LTD.

11.33K

Jun 30, 26

-16

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

11.12K

Jun 30, 26

0.01%

Marex Group plc

11.00K

Jun 30, 26

+11.00K

0.01%

Abel Hall, LLC

10.00K

Jun 30, 26

0.01%

Innova Wealth Partners

9.97K

Jun 30, 26

+486

0.01%

City Center Advisors, LLC

9.69K

Jun 30, 26

+819

0.01%

Leslie Global Wealth, LLC

9.67K

Jun 30, 26

0.01%

EP Wealth Advisors, LLC

9.57K

Jun 30, 26

+9.57K

0.01%

RFG Advisory, LLC

9.25K

Jun 30, 26

-1.25K

0.01%

Costello Asset Management, INC

9.08K

Jun 30, 26

+27

0.01%

Orca Investment Management, LLC

9.06K

Jun 30, 26

-437

0.01%

Purus Wealth Management, LLC

9.04K

Jun 30, 26

+1.26K

0.01%

D.A. DAVIDSON & CO.

8.85K

Jun 30, 26

+2.70K

0.01%

Apollon Wealth Management, LLC

8.80K

Jun 30, 26

0.01%

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

8.64K

Jun 30, 26

+8.64K

0.01%

Total Clarity Wealth Management, Inc.

8.43K

Jun 30, 26

+2.24K

0.01%

Novak & Powell Financial Services, Inc.

8.34K

Jun 30, 26

+95

0.01%

BENJAMIN EDWARDS INC

8.29K

Jun 30, 26

0.01%

Western Wealth Management, LLC

7.93K

Jun 30, 26

+390

0.01%

NWAM LLC

7.91K

Jun 30, 26

0.01%

Balboa Wealth Partners

7.86K

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

7.75K

Jun 30, 26

+365

0.01%

PEAPACK GLADSTONE FINANCIAL CORP

7.65K

Jun 30, 26

-500

0.01%

CI Private Wealth, LLC

7.38K

Jun 30, 26

-2.83K

0.01%

Invesco Ltd.

7.32K

Jun 30, 26

0.01%

TWO SIGMA SECURITIES, LLC

7.30K

Jun 30, 26

+7.30K

0.01%

Investors Research Corp

7.08K

Jun 30, 26

0.01%

Allworth Financial LP

7.08K

Jun 30, 26

+2.07K

0.01%

RDA Financial Network

7.04K

Jun 30, 26

-75

0.01%

PRINCIPAL SECURITIES, INC.

6.74K

Jun 30, 26

-189

0.01%

Moors & Cabot, Inc.

6.62K

Jun 30, 26

0.01%

TRUIST FINANCIAL CORP

6.57K

Jun 30, 26

+236

0.01%

CARY STREET PARTNERS FINANCIAL LLC

6.54K

Jun 30, 26

+705

0.01%

B. Riley Wealth Advisors, Inc.

6.53K

Jun 30, 26

+6.53K

0.01%

Hilltop Holdings Inc.

6.21K

Jun 30, 26

0.01%

Penbrook Management LLC

6.13K

Jun 30, 26

0.01%

Ballew Advisors, Inc

6.02K

Jun 30, 26

+85

0.01%

NOMURA HOLDINGS INC

6.00K

Jun 30, 26

+6.00K

0.01%

NICOLET BANKSHARES INC

5.87K

Jun 30, 26

0.01%

Concurrent Investment Advisors, LLC

5.68K

Jun 30, 26

0.01%

CoreCap Advisors, LLC

5.60K

Jun 30, 26

0.01%

Armor Investment Advisors, LLC

5.60K

Jun 30, 26

-400

0.01%

49 WEALTH MANAGEMENT, LLC

5.50K

Jun 30, 26

+5.50K

0.01%

Keystone Financial Group

5.47K

Jun 30, 26

+55

0.01%

Everstar Asset Management, LLC

5.45K

Jun 30, 26

0.01%

RMR Capital Management, LLC

5.37K

Jun 30, 26

0.01%

Pinnacle Wealth Management Group, Inc.

5.35K

Jun 30, 26

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

5.26K

Jun 30, 26

0.01%

Semus Wealth Partners LLC

5.23K

Jun 30, 26

-550

0.01%

Walker Asset Management, LLC

5.17K

Jun 30, 26

+5.17K

0.01%

Foundations Investment Advisors, LLC

5.12K

Jun 30, 26

0.01%

Nabity-Jensen Investment Management Inc

5.03K

Jun 30, 26

+5.03K

0.01%

Post Resch Tallon Group Inc.

5.03K

Jun 30, 26

+5.03K

0.01%

GWN SECURITIES INC.

5.01K

Jun 30, 26

+5.01K

0.01%

Foster Group, Inc.

5.00K

Jun 30, 26

+5.00K

0.01%

Summit Financial, LLC

4.94K

Jun 30, 26

-12.58K

0.01%

IFG Advisory, LLC

4.92K

Jun 30, 26

+350

0.01%

Joseph P. Lucia & Associates, LLC

4.91K

Jun 30, 26

+4.91K

0.01%

JPMORGAN CHASE & CO

4.79K

Jun 30, 26

+695

0.01%

Spire Wealth Management

4.59K

Jun 30, 26

+54

0.01%

KELLEHER FINANCIAL ADVISORS

4.54K

Jun 30, 26

+4.54K

0.00%

Oakworth Capital, Inc.

4.50K

Jun 30, 26

+4.50K

0.00%

Geneos Wealth Management Inc.

4.47K

Jun 30, 26

0.00%

SIGNATUREFD, LLC

4.00K

Jun 30, 26

0.00%

Rockefeller Capital Management L.P.

3.94K

Jun 30, 26

+2.18K

0.00%

BROWN BROTHERS HARRIMAN & CO

3.17K

Jun 30, 26

0.00%

IFP Advisors, Inc

3.16K

Jun 30, 26

+812

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

3.15K

Jun 30, 26

-996

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.78K

Jun 30, 26

0.00%

Luminist Capital LLC

2.41K

Jun 30, 26

+2.41K

0.00%

Nemes Rush Group LLC

2.00K

Jun 30, 26

+500

0.00%

EverSource Wealth Advisors, LLC

2.00K

Jun 30, 26

0.00%

ASSETMARK, INC

1.97K

Jun 30, 26

-483

0.00%

AMERIFLEX GROUP, INC.

1.86K

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

1.86K

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

1.75K

Jun 30, 26

0.00%

Centerpoint Advisors, LLC

1.70K

Jun 30, 26

0.00%

Global Retirement Partners, LLC

1.69K

Jun 30, 26

+1.69K

0.00%

Bank of New Hampshire

1.56K

Jun 30, 26

0.00%

Colonial Trust Advisors

1.50K

Jun 30, 26

0.00%

North Star Investment Management Corp.

1.45K

Jun 30, 26

0.00%

LRI Investments, LLC

1.44K

Jun 30, 26

0.00%

Larson Financial Group LLC

1.42K

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

1.25K

Jun 30, 26

-100

0.00%

HUNTINGTON NATIONAL BANK

1.00K

Jun 30, 26

+1.00K

0.00%

TD Waterhouse Canada Inc.

1.00K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

1.00K

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

1.00K

Jun 30, 26

+1.00K

0.00%

LOGAN CAPITAL MANAGEMENT INC

1.00K

Jun 30, 26

+1.00K

0.00%

West Branch Capital LLC

862

Jun 30, 26

0.00%

Abound Wealth Management

797

Jun 30, 26

+797

0.00%

WEBSTER BANK, N. A.

744

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

687

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

625

Jun 30, 26

0.00%

Hilltop National Bank

590

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

580

Jun 30, 26

0.00%

UMB Bank, n.a.

574

Jun 30, 26

0.00%

Key FInancial Inc

554

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

410

Jun 30, 26

+410

0.00%

HOLLENCREST CAPITAL MANAGEMENT

395

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

358

Jun 30, 26

0.00%

Tradewinds Capital Management, LLC

320

Jun 30, 26

0.00%

DUNCKER STREETT & CO INC

300

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

270

Jun 30, 26

0.00%

ALERUS FINANCIAL NA

267

Jun 30, 26

0.00%

Avion Wealth

250

Jun 30, 26

+250

0.00%

FINANCIAL CONSULATE, INC

250

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

250

Jun 30, 26

0.00%

Newton One Investments LLC

234

Jun 30, 26

+234

0.00%

Coppell Advisory Solutions LLC

200

Jun 30, 26

+200

0.00%

Roble, Belko & Company, Inc

126

Jun 30, 26

0.00%

MCF Advisors LLC

125

Jun 30, 26

+25

0.00%

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

100

Jun 30, 26

0.00%

Aspect Partners, LLC

100

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

Jun 30, 26

+50

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

+43

0.00%

IMG Wealth Management, Inc.

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

-3.10K

RESOURCES MANAGEMENT CORP /CT/ /ADV

Jun 30, 26

-356

Virtu Financial LLC

Jun 30, 26

-8.79K

Wealthcare Advisory Partners LLC

Jun 30, 26

-11.79K

NEVILLE RODIE & SHAW INC

Jun 30, 26

-12.70K

Osbon Capital Management LLC

Jun 30, 26

-992

Allie Family Office LLC

Jun 30, 26

-6.49K

Simplicity Wealth,LLC

Jun 30, 26

-9.38K

Morton Brown Family Wealth, LLC

Jun 30, 26

-160

Golden State Equity Partners

Jun 30, 26

-6.90K

ELCO Management Co., LLC

Jun 30, 26

-7.25K

CENTAURUS FINANCIAL, INC.

55.78K

Mar 31, 26

-835

0.06%

CWM, LLC

22.08K

Mar 31, 26

-1.71K

0.02%

Equitable Holdings, Inc.

18.23K

Mar 31, 26

+3.34K

0.02%

Vivaldi Capital Management LP

15.75K

Mar 31, 26

0.02%

Beacon Pointe Advisors, LLC

13.54K

Mar 31, 26

+88

0.01%

Bey-Douglas LLC

10.24K

Mar 31, 26

+1.66K

0.01%

Sunbelt Securities, Inc.

2.70K

Mar 31, 26

+2.70K

0.00%

Anchor Investment Management, LLC

1.70K

Mar 31, 26

+25

0.00%

Parkside Financial Bank & Trust

485

Mar 31, 26

0.00%

Edge Financial Advisors LLC

29.70K

Dec 31, 25

+4.48K

0.03%

COMERICA BANK

23.33K

Dec 31, 25

0.03%

ORG Partners LLC

7.17K

Dec 31, 25

+95

0.01%

CIBC Private Wealth Group, LLC

306

Dec 31, 25

0.00%

Motiv8 Investments LLC

Dec 31, 25

+70

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.25K

Stonegate Investment Group, LLC

7.18K

Sep 30, 25

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

0.07%

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

Dec 31, 24

0.00%

RE Dickinson Investment Advisors, LLC

Dec 31, 24

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

0.03%

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

0.07%

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

0.03%

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%