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Institutional Ownership

Top 609 Institutional Holders
HolderSharesDateChange% Held
BANK OF AMERICA CORP /DE/429.71KJun 30, 26+11.72K2.14%
Beacon Capital Management, Inc.394.69KJun 30, 26-59.49K1.96%
Empower Advisory Group, LLC363.50KJun 30, 26+19.77K1.81%
LPL Financial LLC331.44KJun 30, 26+22.86K1.65%
MORGAN STANLEY260.78KJun 30, 26+1.50K1.30%
WELLS FARGO & COMPANY/MN245.09KJun 30, 26+18.39K1.22%
ENVESTNET ASSET MANAGEMENT INC226.85KJun 30, 26-8.09K1.13%
MANUFACTURERS LIFE INSURANCE COMPANY, THE209.61KJun 30, 26-15.46K1.04%
PGIM Custom Harvest LLC182.35KJun 30, 26+12.03K0.91%
RAYMOND JAMES FINANCIAL INC168.43KJun 30, 26-3.84K0.84%
Ameritas Advisory Services, LLC141.96KJun 30, 26+41.96K0.71%
UBS Group AG130.27KJun 30, 26+6.77K0.65%
AMERIPRISE FINANCIAL INC97.48KJun 30, 26+7.02K0.48%
Cetera Investment Advisers83.51KJun 30, 26-5.70K0.41%
STIFEL FINANCIAL CORP76.06KJun 30, 26+4.02K0.38%
Lido Advisors, LLC72.61KJun 30, 26-1620.36%
CI Private Wealth, LLC65.62KJun 30, 26-2.52K0.33%
Clear Creek Financial Management, LLC63.99KJun 30, 26+26.56K0.32%
GW HENSSLER & ASSOCIATES LTD62.78KJun 30, 26-1540.31%
JPMORGAN CHASE & CO56.27KJun 30, 26-1.00K0.28%
Banco Santander, S.A.54.00KJun 30, 26--0.27%
PNC FINANCIAL SERVICES GROUP, INC.43.54KJun 30, 26-1.50K0.22%
Strengthening Families & Communities, LLC42.55KJun 30, 26+9320.21%
Berkeley Capital Partners, LLC40.46KJun 30, 26+40.46K0.20%
Rockefeller Capital Management L.P.40.26KJun 30, 26-3620.20%
KCM INVESTMENT ADVISORS LLC38.86KJun 30, 26-3.63K0.19%
ADVISOR GROUP HOLDINGS, INC.37.37KJun 30, 26+4.15K0.19%
ASSETMARK, INC34.68KJun 30, 26+14.75K0.17%
PARK NATIONAL CORP /OH/28.80KJun 30, 26+4000.14%
ROYAL BANK OF CANADA28.80KJun 30, 26+8.90K0.14%
LRI Investments, LLC28.36KJun 30, 26-1200.14%
TWO SIGMA INVESTMENTS, LP27.90KJun 30, 26+27.90K0.14%
KINGSWOOD WEALTH ADVISORS, LLC27.70KJun 30, 26+10.64K0.14%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO27.19KJun 30, 26-12.97K0.14%
Wealthcare Advisory Partners LLC25.44KJun 30, 26+1.63K0.13%
M Holdings Securities, Inc.25.27KJun 30, 26-3.71K0.13%
Creative Planning24.50KJun 30, 26-4200.12%
GOLDMAN SACHS GROUP INC24.26KJun 30, 26+7.87K0.12%
J.W. COLE ADVISORS, INC.24.06KJun 30, 26+3290.12%
Guardian Wealth Management, LLC24.06KJun 30, 26-520.12%
LIGHTHOUSE FINANCIAL SERVICES INC /ADV23.44KJun 30, 26+660.12%
J. M. Brown & Associates Inc.23.25KJun 30, 26+23.25K0.12%
RESOURCES MANAGEMENT CORP /CT/ /ADV22.31KJun 30, 26-2300.11%
HighTower Advisors, LLC22.07KJun 30, 26+1.99K0.11%
COMMONWEALTH EQUITY SERVICES, LLC21.77KJun 30, 26-5240.11%
Cambridge Investment Research Advisors, Inc.21.59KJun 30, 26-7920.11%
Sigma Planning Corp21.44KJun 30, 26-240.11%
GFS Advisors, LLC21.32KJun 30, 26+21.32K0.11%
Foundations Investment Advisors, LLC21.32KJun 30, 26+1.03K0.11%
Vickerman Investment Advisors, Inc.20.84KJun 30, 26-5990.10%
Retirement Planning Group18.63KJun 30, 26+15.43K0.09%
MERCER GLOBAL ADVISORS INC /ADV18.32KJun 30, 26-8270.09%
Certified Advisory Corp18.27KJun 30, 26-9280.09%
Silver Coast Investments LLC16.79KJun 30, 26-180.08%
EXCHANGE TRADED CONCEPTS, LLC16.54KJun 30, 26-13.80K0.08%
Tranquilli Financial Advisor LLC15.94KJun 30, 26-5640.08%
Quantinno Capital Management LP15.55KJun 30, 26+2.00K0.08%
Gibraltar Capital Management, Inc.15.52KJun 30, 26-7000.08%
Aprio Wealth Management, LLC15.30KJun 30, 26+15.30K0.08%
Praetorian Wealth Management, Inc.14.98KJun 30, 26+12.65K0.07%
CAPTRUST FINANCIAL ADVISORS14.80KJun 30, 26+1.98K0.07%
Mariner, LLC14.50KJun 30, 26+1.13K0.07%
Steward Partners Investment Advisory, LLC14.38KJun 30, 26-1300.07%
PARSONS CAPITAL MANAGEMENT INC/RI14.18KJun 30, 26+1340.07%
Atria Investments, Inc13.87KJun 30, 26-1.22K0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC13.78KJun 30, 26+6990.07%
Richmond Brothers, Inc.13.62KJun 30, 26-17.41K0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP13.51KJun 30, 26+2.77K0.07%
MML INVESTORS SERVICES, LLC13.16KJun 30, 26+1.74K0.07%
M&T BANK CORP12.15KJun 30, 26-5690.06%
TrueWealth Financial Partners11.55KJun 30, 26+10.06%
FELL CAPITAL MANAGEMENT /ADV11.49KJun 30, 26--0.06%
SIMON QUICK ADVISORS, LLC10.40KJun 30, 26-580.05%
Sierra Capital LLC10.40KJun 30, 26--0.05%
Sagace Wealth Management LLC10.32KJun 30, 26+2810.05%
Sharper & Granite LLC10.32KJun 30, 26+2300.05%
CENTAURUS FINANCIAL, INC.10.23KJun 30, 26+4.10K0.05%
TRUIST FINANCIAL CORP10.22KJun 30, 26-3.49K0.05%
Janney Montgomery Scott LLC9.73KJun 30, 26+9.73K0.05%
MASSMUTUAL TRUST CO FSB/ADV9.70KJun 30, 26-460.05%
Equity Wealth Partners, LLC9.68KJun 30, 26+9.68K0.05%
Merit Financial Group, LLC9.58KJun 30, 26-20.05%
JONES FINANCIAL COMPANIES LLLP9.49KJun 30, 26+1.13K0.05%
Prairiewood Capital, LLC9.39KJun 30, 26-20.05%
SAGE RHINO CAPITAL LLC9.22KJun 30, 26-6720.05%
Markowski Investments8.96KJun 30, 26+8.96K0.04%
FIFTH THIRD BANCORP8.84KJun 30, 26-210.04%
Private Advisor Group, LLC8.83KJun 30, 26-6.56K0.04%
Global Strategic Investment Solutions, LLC8.67KJun 30, 26+60.04%
Prospera Financial Services Inc8.57KJun 30, 26-5.13K0.04%
Main Street Financial Solutions, LLC8.49KJun 30, 26-1210.04%
BlackRock, Inc.8.44KJun 30, 26+2210.04%
Essex Financial Services, Inc.7.77KJun 30, 26+210.04%
FMR LLC7.67KJun 30, 26+8630.04%
Farrell Financial LLC7.48KJun 30, 26+1290.04%
Strategic Wealth Investment Group, LLC7.41KJun 30, 26-890.04%
Kestra Advisory Services, LLC7.34KJun 30, 26+2700.04%
Pathway Financial Advisors LLC7.24KJun 30, 26--0.04%
CIBC WORLD MARKET INC.7.11KJun 30, 26-510.04%
Private Wealth Advisors, LLC6.98KJun 30, 26-3230.03%
Hershey Financial Advisers, LLC6.87KJun 30, 26-6720.03%
VISTA INVESTMENT MANAGEMENT6.74KJun 30, 26-670.03%
Buska Wealth Management, LLC6.74KJun 30, 26-2.38K0.03%
Freestone Capital Holdings, LLC6.68KJun 30, 26+6.68K0.03%
FOUNDERS GROVE WEALTH PARTNERS, LLC6.46KJun 30, 26-3830.03%
ESG Planning6.25KJun 30, 26+8050.03%
BRIGHTON JONES LLC6.22KJun 30, 26+360.03%
D.A. DAVIDSON & CO.6.21KJun 30, 26-1120.03%
Southland Equity Partners LLC6.15KJun 30, 26+6.15K0.03%
SENTINEL PENSION ADVISORS INC6.11KJun 30, 26-880.03%
BANK OF MONTREAL /CAN/6.09KJun 30, 26+200.03%
SRS Capital Advisors, Inc.5.94KJun 30, 26+3.30K0.03%
ATLAS CAPITAL ADVISORS LLC5.73KJun 30, 26+630.03%
Cresset Asset Management, LLC5.60KJun 30, 26-130.03%
Choate Investment Advisors5.30KJun 30, 26--0.03%
AlphaCore Capital LLC5.22KJun 30, 26-3530.03%
IHT Wealth Management, LLC5.17KJun 30, 26--0.03%
NORTHERN TRUST CORP5.15KJun 30, 26-9400.03%
Comprehensive Money Management Services LLC5.12KJun 30, 26-500.03%
AF Advisors, Inc.5.02KJun 30, 26--0.02%
UNITED CAPITAL FINANCIAL ADVISERS, LLC4.95KJun 30, 26--0.02%
Modera Wealth Management, LLC4.88KJun 30, 26-1190.02%
BUILDER INVESTMENT GROUP INC /ADV4.85KJun 30, 26--0.02%
BROWN ADVISORY INC4.83KJun 30, 26+9610.02%
INDEPENDENT FINANCIAL GROUP, LLC4.82KJun 30, 26+5000.02%
KANAWHA CAPITAL MANAGEMENT LLC4.81KJun 30, 26-1100.02%
Integrated Wealth Concepts LLC4.81KJun 30, 26+4720.02%
Gotham Asset Management, LLC4.80KJun 30, 26+4.80K0.02%
Baird Financial Group, Inc.4.79KJun 30, 26-2300.02%
FIDUCIARY TRUST CO4.78KJun 30, 26-770.02%
Maloon Powers Pitre Higgins & Dennehy, LLC4.55KJun 30, 26+4.55K0.02%
Envestnet Portfolio Solutions, Inc.4.47KJun 30, 26+9110.02%
AQR CAPITAL MANAGEMENT LLC4.39KJun 30, 26+6040.02%
WOODWARD DIVERSIFIED CAPITAL, LLC4.33KJun 30, 26-5670.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4.28KJun 30, 26-2620.02%
Arkadios Wealth Advisors4.27KJun 30, 26-490.02%
Bonfire Financial4.23KJun 30, 26+400.02%
Dorato Capital Management4.22KJun 30, 26-210.02%
HRT FINANCIAL LP4.19KJun 30, 26+1.06K0.02%
Curran Financial Partners, LLC4.18KJun 30, 26+280.02%
Spinnaker Investment Group, LLC4.16KJun 30, 26+7900.02%
Wolff Financial Management LLC4.16KJun 30, 26+20.02%
Concurrent Investment Advisors, LLC3.99KJun 30, 26+2260.02%
THRIVENT FINANCIAL FOR LUTHERANS3.98KJun 30, 26-2170.02%
Stratos Wealth Partners, LTD.3.92KJun 30, 26+60.02%
Pathstone Holdings, LLC3.91KJun 30, 26+3.91K0.02%
John A. Wolfe & Associates, Inc.3.90KJun 30, 26-880.02%
City State Bank3.83KJun 30, 26--0.02%
Valmark Advisers, Inc.3.83KJun 30, 26-650.02%
Narwhal Capital Management3.80KJun 30, 26+2.47K0.02%
Sage Capital Management, LLC3.78KJun 30, 26+70.02%
NewEdge Advisors, LLC3.73KJun 30, 26-12.81K0.02%
180 WEALTH ADVISORS, LLC3.64KJun 30, 26-1900.02%
WBH ADVISORY INC3.60KJun 30, 26+2180.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3.57KJun 30, 26-1020.02%
Versant Capital Management, Inc3.52KJun 30, 26-7860.02%
Wealthfront Advisers LLC3.49KJun 30, 26-570.02%
Clearstead Advisors, LLC3.48KJun 30, 26+2550.02%
Joule Financial, LLC3.46KJun 30, 26-3550.02%
RFG Advisory, LLC3.40KJun 30, 26+1520.02%
Advisors Capital Management, LLC3.36KJun 30, 26-3320.02%
AXXCESS WEALTH MANAGEMENT, LLC3.33KJun 30, 26-740.02%
FIFTH THIRD SECURITIES, INC.3.31KJun 30, 26+1.05K0.02%
Summit Financial, LLC3.24KJun 30, 26+260.02%
Planning Strategies Inc.3.20KJun 30, 26+3.20K0.02%
Nova Wealth Management, Inc.3.20KJun 30, 26+3.16K0.02%
BAILARD, INC.3.20KJun 30, 26-320.02%
FLPUTNAM INVESTMENT MANAGEMENT CO3.14KJun 30, 26--0.02%
NorthCrest Asset Manangement, LLC3.06KJun 30, 26+6640.02%
CGN Advisors LLC3.00KJun 30, 26-2510.01%
BOKF, NA2.99KJun 30, 26--0.01%
Cornerstone Wealth Management, LLC2.97KJun 30, 26-290.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC2.96KJun 30, 26-440.01%
Novak & Powell Financial Services, Inc.2.94KJun 30, 26-490.01%
CITIGROUP INC2.92KJun 30, 26-4210.01%
BLAIR WILLIAM & CO/IL2.91KJun 30, 26+1380.01%
Tower Research Capital LLC (TRC)2.89KJun 30, 26+1.88K0.01%
FIRST FINANCIAL CORP /IN/2.86KJun 30, 26-850.01%
Equitable Holdings, Inc.2.86KJun 30, 26+7460.01%
Mason Investment Advisory Services, Inc.2.81KJun 30, 26+50.01%
Farther Finance Advisors, LLC2.78KJun 30, 26-120.01%
Trinity Legacy Partners, LLC2.76KJun 30, 26-480.01%
WHITTIER TRUST CO2.75KJun 30, 26+10.01%
WILEY BROS.-AINTREE CAPITAL, LLC2.71KJun 30, 26-370.01%
Colony Group, LLC2.69KJun 30, 26-5220.01%
STEPHEN J. GARRY & ASSOCIATES, LLC2.69KJun 30, 26--0.01%
Alliance Wealth Advisors, LLC2.53KJun 30, 26--0.01%
Prime Capital Investment Advisors, LLC2.52KJun 30, 26+210.01%
Beacon Pointe Advisors, LLC2.46KJun 30, 26-2120.01%
Sanctuary Advisors, LLC2.46KJun 30, 26+1600.01%
Madden Advisory Services, Inc.2.43KJun 30, 26+2210.01%
North Forty Two & Co.2.42KJun 30, 26+250.01%
MISSION WEALTH MANAGEMENT, LP2.37KJun 30, 26+1.13K0.01%
MAI Capital Management2.35KJun 30, 26+1.73K0.01%
ASPIRIANT, LLC2.32KJun 30, 26--0.01%
WEDBUSH SECURITIES INC2.31KJun 30, 26-350.01%
GREAT VALLEY ADVISOR GROUP, INC.2.30KJun 30, 26+400.01%
Simplicity Wealth,LLC2.29KJun 30, 26+1080.01%
SUMMIT WEALTH GROUP LLC / CO2.25KJun 30, 26+50.01%
Sanibel Captiva Trust Company, Inc.2.24KJun 30, 26+4490.01%
MATHER GROUP, LLC.2.24KJun 30, 26--0.01%
Coppell Advisory Solutions LLC2.21KJun 30, 26+2.21K0.01%
One Charles Private Wealth Services, LLC2.20KJun 30, 26-1150.01%
Cerity Partners LLC2.19KJun 30, 26-6460.01%
Brookwood Investment Group LLC2.13KJun 30, 26-1350.01%
Parallel Advisors, LLC2.12KJun 30, 26+50.01%
Calder Financial LLC2.12KJun 30, 26+640.01%
Institute for Wealth Management, LLC.2.09KJun 30, 26-2.22K0.01%
LEAVELL INVESTMENT MANAGEMENT, INC.2.08KJun 30, 26-160.01%
CHRISTINE MESSMER PC2.05KJun 30, 26+50.01%
JOHNSON INVESTMENT COUNSEL INC2.02KJun 30, 26-1070.01%
Mutual Advisors, LLC2.01KJun 30, 26+1100.01%
Gladstone Institutional Advisory LLC1.96KJun 30, 26+10.01%
O'ROURKE & COMPANY, Inc1.89KJun 30, 26--0.01%
Wealth Alliance1.88KJun 30, 26+60.01%
Financial Freedom, LLC1.88KJun 30, 26-2360.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC1.87KJun 30, 26+70.01%
NFP Retirement, Inc.1.87KJun 30, 26+20.01%
AlphaStar Capital Management, LLC1.84KJun 30, 26+1.84K0.01%
FLOW TRADERS U.S. LLC1.83KJun 30, 26+1.83K0.01%
Birchcreek Wealth Management, LLC1.83KJun 30, 26-1030.01%
Winch Advisory Services, LLC1.82KJun 30, 26+60.01%
Heritage Trust Co1.77KJun 30, 26--0.01%
Cranbrook Wealth Management, LLC1.74KJun 30, 26+10.01%
KPP Advisory Services LLC1.73KJun 30, 26-100.01%
Capital Square, LLC1.72KJun 30, 26+5980.01%
CITY HOLDING CO1.71KJun 30, 26+8500.01%
Heritage Investment Group, Inc.1.70KJun 30, 26--0.01%
VSM Wealth Advisory, LLC1.69KJun 30, 26+920.01%
Keebeck Wealth Management, LLC1.66KJun 30, 26-460.01%
KESTRA PRIVATE WEALTH SERVICES, LLC1.65KJun 30, 26-620.01%
BRANDYWINE OAK PRIVATE WEALTH LLC1.64KJun 30, 26--0.01%
Yoder Wealth Management, Inc.1.63KJun 30, 26-250.01%
Waverly Advisors, LLC1.61KJun 30, 26+230.01%
Peterson Wealth Advisors, LLC1.61KJun 30, 26-160.01%
Adviser Investments LLC1.60KJun 30, 26--0.01%
Apella Capital, LLC1.57KJun 30, 26-20.01%
MontVue Capital Management, Inc.1.56KJun 30, 26--0.01%
Elm Partners Management LLC1.53KJun 30, 26+50.01%
HB Wealth Management, LLC1.53KJun 30, 26+20.01%
INGALLS & SNYDER LLC1.48KJun 30, 26--0.01%
Koshinski Asset Management, Inc.1.47KJun 30, 26--0.01%
JANE STREET GROUP, LLC1.44KJun 30, 26+4310.01%
US BANCORP \DE\1.38KJun 30, 26+1760.01%
Kingsview Wealth Management, LLC1.35KJun 30, 26+1.35K0.01%
PFG Advisors1.32KJun 30, 26+1100.01%
Three Bearings Fiduciary Advisors, Inc.1.32KJun 30, 26--0.01%
Tripletail Wealth Management, LLC1.32KJun 30, 26+9250.01%
EVERMAY WEALTH MANAGEMENT LLC1.31KJun 30, 26--0.01%
COLLECTIVE FAMILY OFFICE LLC1.29KJun 30, 26--0.01%
CWA Asset Management Group, LLC1.29KJun 30, 26--0.01%
Waldron Private Wealth LLC1.27KJun 30, 26+40.01%
CX Institutional1.26KJun 30, 26-3020.01%
CHOREO, LLC1.25KJun 30, 26-1170.01%
NORTHSTAR ASSET MANAGEMENT LLC1.23KJun 30, 26+450.01%
Snowden Capital Advisors LLC1.23KJun 30, 26-320.01%
Simmons Bank1.22KJun 30, 26-40.01%
Bragg Financial Advisors, Inc1.20KJun 30, 26-1380.01%
Caprock Group, LLC1.19KJun 30, 26--0.01%
McGuire Investment Group, LLC1.18KJun 30, 26+270.01%
Allworth Financial LP1.17KJun 30, 26+880.01%
Csenge Advisory Group1.16KJun 30, 26--0.01%
Avantax Planning Partners, Inc.1.16KJun 30, 26--0.01%
Miracle Mile Advisors, LLC1.15KJun 30, 26+10.01%
RBA Wealth Management, LLC1.13KJun 30, 26-460.01%
One Capital Management, LLC1.10KJun 30, 26--0.01%
Pine Valley Investments Ltd Liability Co1.09KJun 30, 26+10.01%
Modern Wealth Management, LLC1.09KJun 30, 26+1.09K0.01%
BIP Wealth, LLC1.08KJun 30, 26+1.08K0.01%
LODESTAR PRIVATE ASSET MANAGEMENT LLC1.07KJun 30, 26+420.01%
BNC WEALTH MANAGEMENT, LLC1.06KJun 30, 26--0.01%
HARBOUR INVESTMENTS, INC.1.05KJun 30, 26+80.01%
RCW Management, LLC1.05KJun 30, 26+1010.01%
Wingate Wealth Advisors, Inc.1.05KJun 30, 26+10.01%
HANOVER ADVISORS INC1.04KJun 30, 26+420.01%
BENJAMIN EDWARDS INC1.03KJun 30, 26--0.01%
American Trust1.01KJun 30, 26+140.01%
Advisory Services Network, LLC1.00KJun 30, 26-100.00%
Smith, Salley & Associates1.00KJun 30, 26--0.00%
WealthSpring Partners, LLC1.00KJun 30, 26--0.00%
Hurley Capital, LLC991Jun 30, 26+510.00%
UNIQUE WEALTH, LLC986Jun 30, 26-100.00%
Intrua Financial, LLC985Jun 30, 26--0.00%
DEARBORN PARTNERS LLC981Jun 30, 26--0.00%
FULTON BREAKEFIELD BROENNIMAN LLC980Jun 30, 26--0.00%
Foster Group, Inc.968Jun 30, 26+10.00%
Timbuktu Capital Management, LLC968Jun 30, 26+9680.00%
COMMERCE BANK959Jun 30, 26-660.00%
Cornerstone Select Advisors, LLC934Jun 30, 26-10.00%
Jacobs Equity LLC927Jun 30, 26+9270.00%
RITHOLTZ WEALTH MANAGEMENT923Jun 30, 26--0.00%
Independent Wealth Network Inc.920Jun 30, 26-1250.00%
IEQ CAPITAL, LLC917Jun 30, 26+30.00%
Hegarty Advisors, LLC914Jun 30, 26+9140.00%
Idaho Trust Bank903Jun 30, 26-100.00%
EFG International AG848Jun 30, 26+8480.00%
Progressive Investment Management Corp700Jun 30, 26--0.00%
Union Bancaire Privee, UBP SA700Jun 30, 26-3000.00%
HUNTINGTON NATIONAL BANK660Jun 30, 26-1650.00%
First Bancorp, Inc /ME/620Jun 30, 26+6200.00%
FLAGSHIP WEALTH ADVISORS, LLC602Jun 30, 26-210.00%
EP Wealth Advisors, LLC601Jun 30, 26+6010.00%
CDKV HOLDINGS LLC582Jun 30, 26--0.00%
Advocate Investing Services LLC571Jun 30, 26--0.00%
Golden State Wealth Management, LLC562Jun 30, 26-6510.00%
Cornerstone Planning Group LLC546Jun 30, 26+10.00%
HAZLETT, BURT & WATSON, INC.541Jun 30, 26--0.00%
EverSource Wealth Advisors, LLC536Jun 30, 26-4330.00%
Westside Investment Management, Inc.523Jun 30, 26+20.00%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC515Jun 30, 26--0.00%
CARDIFF PARK ADVISORS, LLC511Jun 30, 26--0.00%
Caitlin John, LLC500Jun 30, 26--0.00%
Capital Investment Advisory Services, LLC486Jun 30, 26--0.00%
IMA Wealth, Inc.473Jun 30, 26+4730.00%
AE Wealth Management LLC450Jun 30, 26+60.00%
TD Waterhouse Canada Inc.448Jun 30, 26-5240.00%
LifeSteps Financial, Inc.445Jun 30, 26+4450.00%
UBS ASSET MANAGEMENT AMERICAS INC444Jun 30, 26-2.81K0.00%
GLENMEDE TRUST CO NA437Jun 30, 26--0.00%
SBI Securities Co., Ltd.409Jun 30, 26-3230.00%
Swisher Financial Concepts, Inc.385Jun 30, 26-6200.00%
Global Retirement Partners, LLC366Jun 30, 26+3660.00%
Dynamic Wealth Strategies, LLC360Jun 30, 26--0.00%
FIRST HORIZON CORP334Jun 30, 26--0.00%
Coastline Trust Co325Jun 30, 26--0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV322Jun 30, 26--0.00%
C M BIDWELL & ASSOCIATES LTD313Jun 30, 26--0.00%
BELLEVUE ASSET MANAGEMENT, LLC301Jun 30, 26--0.00%
Strategic Wealth Advisors LLC300Jun 30, 26--0.00%
Cape Investment Advisory, Inc.276Jun 30, 26+2760.00%
Davis Capital Management262Jun 30, 26-250.00%
Strive Financial Group ,LLC254Jun 30, 26--0.00%
Russell Investments Group, Ltd.252Jun 30, 26-1130.00%
WEBSTER BANK, N. A.225Jun 30, 26-500.00%
NBT BANK N A /NY222Jun 30, 26--0.00%
Bogart Wealth, LLC218Jun 30, 26--0.00%
Regatta Research & Money Management208Jun 30, 26+2080.00%
Fourth Dimension Wealth, LLC203Jun 30, 26--0.00%
Key FInancial Inc196Jun 30, 26--0.00%
FIDUCIARY FINANCIAL ADVISORS186Jun 30, 26+1860.00%
Concord Wealth Partners185Jun 30, 26+1850.00%
Vanguard National Trust Co182Jun 30, 26--0.00%
TD PRIVATE CLIENT WEALTH LLC182Jun 30, 26+510.00%
Aptus Capital Advisors, LLC181Jun 30, 26--0.00%
ARMSTRONG ADVISORY GROUP, INC175Jun 30, 26--0.00%
Larson Financial Group LLC171Jun 30, 26-830.00%
EXCEL SECURITIES & ASSOCIATES, INC.156Jun 30, 26+360.00%
BOK Financial Private Wealth, Inc.146Jun 30, 26--0.00%
BROWN BROTHERS HARRIMAN & CO139Jun 30, 26+1390.00%
Greykasell Wealth Strategies, Inc.131Jun 30, 26--0.00%
Front Row Advisors LLC125Jun 30, 26--0.00%
HOLLENCREST CAPITAL MANAGEMENT125Jun 30, 26--0.00%
TIAA Wealth Investment Management LLC118Jun 30, 26+1030.00%
FRANKLIN RESOURCES INC105Jun 30, 26--0.00%
TIAA TRUST, NATIONAL ASSOCIATION104Jun 30, 26--0.00%
Harborfront Financial Group LLC104Jun 30, 26+1040.00%
Noble Wealth Management PBC103Jun 30, 26--0.00%
BAYBAN102Jun 30, 26--0.00%
Godfrey Financial Associates, Inc.100Jun 30, 26-270.00%
Paladin Advisory Group, LLC96Jun 30, 26-170.00%
Capital Analysts, LLC95Jun 30, 26--0.00%
Geneos Wealth Management Inc.89Jun 30, 26--0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.86Jun 30, 26-340.00%
VANGUARD ADVISERS INC81Jun 30, 26+810.00%
Main Street Group, LTD78Jun 30, 26--0.00%
Allied Private Wealth LLC77Jun 30, 26+770.00%
Allspring Global Investments Holdings, LLC75Jun 30, 26+750.00%
Atlantic Edge Private Wealth Management, LLC75Jun 30, 26-100.00%
Signature Equity Partners, LLC71Jun 30, 26+710.00%
Triumph Capital Management70Jun 30, 26--0.00%
TRUST CO OF VERMONT70Jun 30, 26+700.00%
NATIONAL BANK OF CANADA /FI/70Jun 30, 26+500.00%
Breakwater Investment Management65Jun 30, 26--0.00%
COMPASS FINANCIAL MANAGEMENT LLC63Jun 30, 26+630.00%
HANTZ FINANCIAL SERVICES, INC.58Jun 30, 26--0.00%
Keating Financial Advisory Services, Inc.58Jun 30, 26--0.00%
BRYN MAWR TRUST Co55Jun 30, 26+170.00%
BARRETT & COMPANY, INC.54Jun 30, 26--0.00%
Avion Wealth52Jun 30, 26--0.00%
Graney & King, LLC52Jun 30, 26--0.00%
Ameliora Wealth Management Ltd.51Jun 30, 26--0.00%
Ashton Thomas Private Wealth, LLC50Jun 30, 26--0.00%
Medallion Wealth Advisors, LLC50Jun 30, 26--0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC49Jun 30, 26--0.00%
Costello Asset Management, INC49Jun 30, 26--0.00%
MONETARY MANAGEMENT GROUP INC45Jun 30, 26--0.00%
Fountainhead AM, LLC44Jun 30, 26+440.00%
Salomon & Ludwin, LLC42Jun 30, 26--0.00%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH42Jun 30, 26--0.00%
ST GERMAIN D J CO INC40Jun 30, 26--0.00%
FARMERS & MERCHANTS INVESTMENTS INC40Jun 30, 26--0.00%
Trust Co38Jun 30, 26--0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.36Jun 30, 26+360.00%
Founders Financial Alliance, LLC33Jun 30, 26--0.00%
Fortis Group Advisors, LLC31Jun 30, 26--0.00%
Turtle Creek Wealth Advisors, LLC29Jun 30, 26--0.00%
SOA Wealth Advisors, LLC.28Jun 30, 26--0.00%
CBIZ Investment Advisory Services, LLC25Jun 30, 26--0.00%
Olistico Wealth, LLC25Jun 30, 26--0.00%
SouthState Corp25Jun 30, 26--0.00%
ELEVATE WEALTH ADVISORY, INC24Jun 30, 26--0.00%
CoreCap Advisors, LLC24Jun 30, 26-270.00%
Ritter Daniher Financial Advisory LLC / DE24Jun 30, 26--0.00%
Lodestone Wealth Management LLC23Jun 30, 26--0.00%
HORIZON FINANCIAL SERVICES, LLC22Jun 30, 26+220.00%
TSFG, LLC18Jun 30, 26--0.00%
Ronald Blue Trust, Inc.18Jun 30, 26--0.00%
GW&K Investment Management, LLC18Jun 30, 26+180.00%
GILL CAPITAL PARTNERS, LLC17Jun 30, 26--0.00%
Abound Wealth Management17Jun 30, 26+170.00%
Physician Wealth Advisors, Inc.17Jun 30, 26+170.00%
IFP Advisors, Inc16Jun 30, 26--0.00%
Asset Dedication, LLC15Jun 30, 26+150.00%
Founders Capital Management12Jun 30, 26--0.00%
Hilton Head Capital Partners, LLC12Jun 30, 26-120.00%
FINANCIAL CONSULATE, INC11Jun 30, 26+110.00%
POM Investment Strategies, LLC11Jun 30, 26--0.00%
Nemes Rush Group LLC11Jun 30, 26--0.00%
BFSG, LLC10Jun 30, 26+100.00%
Continuum Advisory, LLC9Jun 30, 26+90.00%
NBC SECURITIES, INC.8Jun 30, 26+80.00%
Pinnacle Wealth Planning Services, Inc.5Jun 30, 26--0.00%
N.E.W. Advisory Services LLC4Jun 30, 26--0.00%
Cassaday & Co Wealth Management LLC4Jun 30, 26--0.00%
Federation des caisses Desjardins du Quebec2Jun 30, 26--0.00%
Kinloch Capital, LLC--Jun 30, 26-11.55K--
Global Wealth Strategies & Associates--Jun 30, 26-202--
MARSHALL WACE, LLP--Jun 30, 26-6.05K--
Qube Research & Technologies Ltd--Jun 30, 26-72--
Dogwood Wealth Management LLC--Jun 30, 26-29--
Sequoia Financial Advisors, LLC--Jun 30, 26-3.05K--
TWIN PEAKS WEALTH ADVISORS, LLC--Jun 30, 26-5--
MONTAG A & ASSOCIATES INC--Jun 30, 26-245--
Comprehensive Financial Planning, Inc./PA--Jun 30, 26-5--
Western Wealth Management, LLC--Jun 30, 26-533--
True Link Financial Advisors, LLC--Jun 30, 26-366--
Missouri Trust & Investment Co--Jun 30, 26-56--
GTS SECURITIES LLC--Jun 30, 26-1.38K--
Wealth Preservation Advisors, LLC--Jun 30, 26-16--
HOWE & RUSLING INC--Jun 30, 26-133--
Golden State Equity Partners--Jun 30, 26-3--
Independence Bank of Kentucky--Jun 30, 26-3--
Buckingham Strategic Partners--Jun 30, 26-1.05K--
Westfuller Advisors, LLC--Jun 30, 26-14--
Annis Gardner Whiting Capital Advisors, LLC--Jun 30, 26-500--
Root Financial Partners, LLC--Jun 30, 26-212--
EVOKE WEALTH, LLC--Jun 30, 26-2.01K--
Brinker Capital Investments, LLC--Jun 30, 26-2.20K--
Colonial Trust Co / SC--Jun 30, 26-1.00K--
Nan Shan Life Insurance Co., Ltd.--Jun 30, 26-38.84K--
Independent Advisor Alliance--Jun 30, 26-9.89K--
Sound Income Strategies, LLC--Jun 30, 26-307--
Kohmann Bosshard Financial Services, LLC--Jun 30, 26-47--
GUARDIAN WEALTH ADVISORS, LLC / NC--Jun 30, 26-72--
DUNCKER STREETT & CO INC--Jun 30, 26-49--
Anchor Investment Management, LLC3.07KMar 31, 26+4600.02%
U.S. Capital Wealth Advisors, LLC2.51KMar 31, 26+2210.01%
CWM, LLC372Mar 31, 26--0.00%
Parkside Financial Bank & Trust30Mar 31, 26-1000.00%
Financial Connections Group, Inc.25Mar 31, 26--0.00%
Anfield Capital Management, LLC13Mar 31, 26--0.00%
McIlrath & Eck, LLC6Mar 31, 26--0.00%
COMERICA BANK6.47KDec 31, 25+570.03%
Dentgroup LLC2.99KDec 31, 25-40.01%
New Millennium Group LLC163Dec 31, 25-90.00%
Running Point Capital Advisors, LLC154Dec 31, 25--0.00%
CIBC Private Wealth Group, LLC91Dec 31, 25+560.00%
Northwest Capital Management Inc--Dec 31, 25-62--
GPS Wealth Strategies Group, LLC--Dec 31, 25-117--
Full Sail Capital, LLC17.11KSep 30, 25-2.34K0.09%
Glenmede Investment Management, LP437Sep 30, 25--0.00%
CROWLEY WEALTH MANAGEMENT, INC.59Sep 30, 25--0.00%
Guerra Advisors Inc6Sep 30, 25+60.00%
Exchange Capital Management, Inc.25.05KJun 30, 25-1020.12%
Atria Wealth Solutions, Inc.17.02KJun 30, 25-7.70K0.08%
AVANTAX ADVISORY SERVICES, INC.8.29KJun 30, 25+1880.04%
Congress Wealth Management LLC / DE /6.05KJun 30, 25-1900.03%
Bordeaux Wealth Advisors LLC1.35KJun 30, 25+50.01%
BIP Alliance, LLC1.10KJun 30, 25--0.01%
First Horizon Advisors, Inc.343Jun 30, 25-320.00%
PrairieView Partners, LLC9Jun 30, 25--0.00%
Proquility Private Wealth Partners, LLC9.76KMar 31, 25+4260.05%
Cutter & CO Brokerage, Inc.8.09KMar 31, 25+150.04%
Callan Capital, LLC6.19KMar 31, 25-1500.03%
Orion Portfolio Solutions, LLC5.85KMar 31, 25+3.74K0.03%
Schechter Investment Advisors, LLC2.50KMar 31, 25--0.01%
Delta Financial Group, Inc.1.35KMar 31, 25+200.01%
CAROLINAS WEALTH CONSULTING LLC39Mar 31, 25+390.00%
Spectrum Wealth Counsel, LLC15Mar 31, 25--0.00%
Sandy Spring Bank6Mar 31, 25+60.00%
Centered Wealth LLC dba Miller Equity Capital Advisors--Mar 31, 25-15.64K--
Gray Wealth Management Inc.3.73KDec 31, 24--0.02%
M Financial Asset Management, Inc.3.53KDec 31, 24-5390.02%
SignalPoint Asset Management, LLC1.39KDec 31, 24+3800.01%
Bray Capital Advisors110Dec 31, 24-2420.00%
HBC Financial Services, PLLC49Dec 31, 24--0.00%
Raymond James Financial Services Advisors, Inc.37.31KSep 30, 24+1010.19%
RAYMOND JAMES & ASSOCIATES26.56KSep 30, 24+3.00K0.13%
Financial Planning & Information Services, Inc.5.25KSep 30, 24-4160.03%
Argent Financial Group, Inc.3.75KSep 30, 24+3.75K0.02%
SpiderRock Advisors, LLC1.20KSep 30, 24+1.20K0.01%
BBJS FINANCIAL ADVISORS, LLC55Sep 30, 24--0.00%
FinTrust Capital Advisors, LLC37Sep 30, 24--0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.1.00KJun 30, 24--0.00%
BlackRock Inc.48Jun 30, 24+480.00%
Cetera Advisor Networks LLC56.06KMar 31, 24+37.66K0.28%
Cetera Advisors LLC38.31KMar 31, 24+32.85K0.19%
EUDAIMONIA ADVISORS LLC6.83KMar 31, 24+1.95K0.03%
Eudaimonia Partners, LLC3.92KMar 31, 24+180.02%
EXECUTIVE WEALTH GROUP LLC3.58KMar 31, 24+2.39K0.02%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC2.83KMar 31, 24--0.01%
NORWOOD FINANCIAL CORP1.18KMar 31, 24--0.01%
Grey Street Capital, LLC1.06KMar 31, 24+40.01%
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC989Mar 31, 24+9890.00%
Cutler Group LLC / CA--Mar 31, 24-200--
Simplicity Solutions, LLC4.14KDec 31, 23-10.04K0.02%
FOCUS FINANCIAL NETWORK INC /ADV3.07KDec 31, 23+3.07K0.02%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.43.38KSep 30, 23+9700.22%
ROPES WEALTH ADVISORS LLC1.60KSep 30, 23--0.01%
KB FINANCIAL PARTNERS, LLC7Sep 30, 23--0.00%
TIAA, FSB3.00KJun 30, 23--0.01%
Kistler-Tiffany Companies, LLC1.70KJun 30, 23-150.01%
BDO Wealth Advisors, LLC270Jun 30, 23+30.00%
Lumature Wealth Partners, LLC32Jun 30, 23--0.00%
Ten Capital Wealth Advisors, LLC--Jun 30, 23-18--
Personal Capital Advisors Corp298.36KDec 31, 22+10.14K1.48%
Autus Asset Management, LLC1.94KDec 31, 22-270.01%
Aevitas Wealth Management, Inc.1.70KDec 31, 22-3020.01%
Sargent Bickham Lagudis LLC52Dec 31, 22--0.00%
Red Cedar Capital, LLC41Dec 31, 22--0.00%
TRUSTCORE FINANCIAL SERVICES, LLC39Dec 31, 22--0.00%
Align Wealth Management, LLC17Dec 31, 22+170.00%
DOWLING & YAHNKE LLC89.24KSep 30, 22-440.44%
Karp Capital Management Corp55.59KSep 30, 22+55.59K0.28%
Bowling Portfolio Management LLC9.05KSep 30, 22-4.26K0.04%
55I, LLC8.05KSep 30, 22-8460.04%
Bell Rock Capital LLC3.06KSep 30, 22+3.06K0.02%
American Portfolios Advisors2.10KSep 30, 22--0.01%
ACG Wealth1.64KSep 30, 22-5180.01%
Surevest, LLC10Sep 30, 22--0.00%
Enterprise Trust & Investment Co34.19KJun 30, 22-2.07K0.17%
B. Riley Wealth Management, Inc.1.54KJun 30, 22+1.54K0.01%
Private Capital Group, LLC250Jun 30, 22--0.00%
Meristem Family Wealth, LLC4.73KMar 31, 22--0.02%
PARAMETRIC PORTFOLIO ASSOCIATES LLC3.02KMar 31, 22-1000.02%
Tatro Capital, LLC2.70KMar 31, 22-1180.01%
Dixon Hughes Goodman Wealth Advisors LLC--Mar 31, 22-1--
NEXT Financial Group, Inc41.95KDec 31, 21+17.17K0.21%
Crescent Capital Consulting, LLC3.49KDec 31, 21+4310.02%
Paradigm Financial Advisors, LLC2.51KDec 31, 21-190.01%
Carroll Financial Associates, Inc.303Dec 31, 21-4860.00%
Ameritas Investment Company, LLC267.77KSep 30, 21+266.56K1.33%
Spring Creek Investment Management, LLC6.00KSep 30, 21--0.03%
Newport Wealth Strategies, Inc.2.29KSep 30, 21-3200.01%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV2.15KSep 30, 21-610.01%
Homrich & Berg--Sep 30, 21-1.92K--
20/20 Capital Management, Inc.9.39KJun 30, 21-4680.05%
PILLAR PACIFIC CAPITAL MANAGEMENT LLC2.06KMar 31, 21-3610.01%
Paul John Balson2.44KDec 31, 20+2.44K0.01%
First Allied Advisory Services, Inc.7.86KSep 30, 20+1.77K0.04%
LifePlan Financial Group, Inc4.37KSep 30, 20-570.02%
Starfire Investment Advisers, Inc.23.48KJun 30, 20-13.13K0.12%
IBERIABANK CORP3.21KJun 30, 20--0.02%
Lenox Wealth Management, Inc.213Jun 30, 20+2130.00%
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC20.86KMar 31, 20+1.52K0.10%
Advisor Group, Inc.48.55KDec 31, 19+8.20K0.24%
LADENBURG THALMANN FINANCIAL SERVICES INC.33.06KDec 31, 19+4.16K0.16%
SUNTRUST BANKS INC3.11KSep 30, 19-5530.02%
CHEMICAL BANK--Jun 30, 19-1.90K--
NEXT Financial Holdings22.31KMar 31, 19+22.31K0.11%
Catamount Wealth Management--Mar 31, 19-53--
COMERICA SECURITIES INC5.05KDec 31, 18-2.28K0.03%
Visionary Asset Management, Inc.--Dec 31, 18-24.47K--
RAND WEALTH, LLC25.78KSep 30, 18+820.13%
Vestpro Financial Partners, Inc. dba CPF Texas--Sep 30, 18-1.40K--
FNY Partners Fund LP84Mar 31, 18+840.00%
Hefty Wealth Partners--Mar 31, 18-410--
Oak Point Wealth Management--Mar 31, 18-2.64K--
MPI INVESTMENT MANAGEMENT, INC.8.38KDec 31, 17+8.38K0.04%
AURORA FINANCIAL ADVISORS, LLC7.66KDec 31, 17+7.66K0.04%
IFC Holdings Incorporated/FL6.90KDec 31, 17-3.16K0.03%
BB&T INVESTMENT SERVICES, INC.95Dec 31, 17+10.00%
Spruce Investment Advisors LLC--Dec 31, 17-415--
NATIONAL PLANNING CORP--Dec 31, 17-5.27K--
Commonwealth Equity Services, Inc56.47KJun 30, 17+1.05K0.28%
Virtu KCG Holdings LLC15.11KJun 30, 17+7.74K0.08%
FIRST FINANCIAL EQUITY CORPORATION3.52KMar 31, 17+3.52K0.02%
CT Financial Advisors LLC492Mar 31, 17-210.00%
LBA Wealth Management, LLC430Mar 31, 17+90.00%
MSI Financial Services Inc2.94KDec 31, 16+1.08K0.01%
KANALY TRUST CO88Dec 31, 16--0.00%
BlackRock Investment Management, LLC9Dec 31, 16-80.00%
WESTPORT RESOURCES MANAGEMENT INC30Sep 30, 16--0.00%
SOCIETE GENERALE10.30KJun 30, 16+10.30K0.05%
FIRSTMERIT BANK N A TRUSTEE2.94KJun 30, 16-460.01%
ASPIRIANT HOLDINGS S3, LLC35.53KDec 31, 15-8900.18%
Pinnacle Summer Investments, Inc.--Dec 31, 15-65--
Aris Wealth Services, Inc.25Sep 30, 15+250.00%
MANAGED ACCOUNT ADVISORS LLC1.04MJun 30, 15+220.27K5.17%
Placemark Investments, Inc.669Dec 31, 14+6690.00%
NEW ENGLAND SECURITIES CORP /MA/13Dec 31, 14-140.00%
UBS AG68.68KSep 30, 14-41.04K0.34%
Strategic Capital Group LLC6.41KJun 30, 14+9230.03%
KMS FINANCIAL SERVICES, INC--Jun 30, 14-4.97K--
Jane Street Holding, LLC--Dec 31, 13-3.46K--
STIFEL NICOLAUS & CO INC \MO\2.65KSep 30, 13+1430.01%
KNIGHT CAPITAL GROUP LLC--Jun 30, 13-250.06K--
MANULIFE INVESTMENT MANAGEMENT (US) LLC394.74KMar 31, 13+52.56K1.96%
First Allied Securities, Inc.19.95KJun 30, 12-2.96K0.10%

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