WES

Institutional Ownership

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 469 Institutional Holders
HolderSharesDateChange% Held
Hickory Point Bank & Trust6.35KSep 30, 26--0.00%
Planning Strategies Inc.3.20KSep 30, 26+360.00%
ALPS ADVISORS INC36.63MJun 30, 26-2.01M8.87%
Invesco Ltd.24.12MJun 30, 26+74.73K5.84%
MORGAN STANLEY21.23MJun 30, 26+16.68M5.14%
Blackstone Inc.10.37MJun 30, 26+1.61M2.51%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.8.64MJun 30, 26-232.25K2.09%
GOLDMAN SACHS GROUP INC8.53MJun 30, 26-230.95K2.06%
TORTOISE CAPITAL ADVISORS, L.L.C.6.51MJun 30, 26-2.27M1.57%
Neuberger Berman Group LLC6.19MJun 30, 26-93.34K1.50%
CHICKASAW CAPITAL MANAGEMENT LLC5.51MJun 30, 26-69.37K1.33%
KAYNE ANDERSON CAPITAL ADVISORS LP3.93MJun 30, 26+10.11K0.95%
UBS Group AG3.57MJun 30, 26-154.76K0.86%
Clearbridge Investments, LLC2.71MJun 30, 26+87.40K0.66%
WESTWOOD HOLDINGS GROUP INC2.18MJun 30, 26+40.26K0.53%
BNP PARIBAS ARBITRAGE, SNC1.99MJun 30, 26-114.27K0.48%
MILLER HOWARD INVESTMENTS INC /NY1.65MJun 30, 26+63.97K0.40%
ING GROEP NV1.59MJun 30, 26--0.38%
Fractal Investments LLC1.52MJun 30, 26-53.16K0.37%
BANK OF AMERICA CORP /DE/1.37MJun 30, 26+238.32K0.33%
BARCLAYS PLC1.34MJun 30, 26+274.14K0.32%
BERKLEY W R CORP1.27MJun 30, 26--0.31%
CUSHING ASSET MANAGEMENT, LP1.26MJun 30, 26-417.00K0.30%
INFRASTRUCTURE CAPITAL ADVISORS, LLC1.22MJun 30, 26-17.70K0.29%
Recurrent Investment Advisors LLC1.13MJun 30, 26-1.47K0.27%
EAGLE GLOBAL ADVISORS LLC1.04MJun 30, 26-22.50K0.25%
JPMORGAN CHASE & CO980.56KJun 30, 26-509.94K0.24%
STIFEL FINANCIAL CORP975.98KJun 30, 26-7.97K0.24%
LONGFELLOW INVESTMENT MANAGEMENT CO LLC914.52KJun 30, 26--0.22%
WELLS FARGO & COMPANY/MN862.25KJun 30, 26+23.70K0.21%
FIRST TRUST ADVISORS LP757.17KJun 30, 26-145.41K0.18%
HRT FINANCIAL LP747.94KJun 30, 26+344.62K0.18%
BROOKFIELD Corp /ON/731.38KJun 30, 26+60.37K0.18%
NATIXIS657.60KJun 30, 26-11.50K0.16%
CIBC Bancorp USA Inc.645.17KJun 30, 26-426.97K0.16%
Texas Yale Capital Corp.638.10KJun 30, 26+5.28K0.15%
RAYMOND JAMES FINANCIAL INC566.17KJun 30, 26+10.44K0.14%
Allianz Asset Management GmbH443.49KJun 30, 26--0.11%
Catalyst Capital Advisors LLC406.91KJun 30, 26+5.10K0.10%
TERRIL BROTHERS, INC.402.97KJun 30, 26-2.22K0.10%
Adams Asset Advisors, LLC374.82KJun 30, 26+32.72K0.09%
Empowered Funds, LLC362.72KJun 30, 26-110.27K0.09%
RR Advisors, LLC356.12KJun 30, 26+171.81K0.09%
Empirical Finance, LLC330.02KJun 30, 26-112.17K0.08%
LPL Financial LLC325.66KJun 30, 26+25.73K0.08%
JENNISON ASSOCIATES LLC313.37KJun 30, 26-6.05K0.08%
CITADEL ADVISORS LLC304.27KJun 30, 26+304.27K0.07%
Knollwood Investment Advisory, LLC301.03KJun 30, 26--0.07%
Susquehanna Portfolio Strategies, LLC287.82KJun 30, 26-7800.07%
Sovereign Investment Advisors, LLC274.48KJun 30, 26--0.07%
Slotnik Capital, LLC262.61KJun 30, 26--0.06%
Waverly Advisors, LLC250.87KJun 30, 26-2.45K0.06%
VICTORY CAPITAL MANAGEMENT INC249.58KJun 30, 26--0.06%
Advisors Asset Management, Inc.232.84KJun 30, 26-9.62K0.06%
EXCHANGE TRADED CONCEPTS, LLC224.45KJun 30, 26-45.20K0.05%
Maryland State Retirement & Pension System216.25KJun 30, 26-1.42K0.05%
STEPHENS INC /AR/215.07KJun 30, 26+9.61K0.05%
ROYAL BANK OF CANADA207.13KJun 30, 26-33.96K0.05%
Heronetta Management, L.P.206.36KJun 30, 26--0.05%
SRS Capital Advisors, Inc.203.00KJun 30, 26+201.10K0.05%
Militia Capital Management LLC200.25KJun 30, 26--0.05%
CITIGROUP INC175.60KJun 30, 26+12.98K0.04%
Ellsworth Advisors, LLC172.43KJun 30, 26+6.12K0.04%
HORIZON KINETICS ASSET MANAGEMENT LLC172.23KJun 30, 26+2.48K0.04%
Americana Partners, LLC161.25KJun 30, 26-8140.04%
EVERGREEN CAPITAL MANAGEMENT LLC155.87KJun 30, 26-2.30K0.04%
Sanctuary Advisors, LLC144.25KJun 30, 26+1920.03%
BANK OF MONTREAL /CAN/139.45KJun 30, 26+139.45K0.03%
Mariner, LLC137.04KJun 30, 26+7.67K0.03%
Treasurer of the State of North Carolina135.03KJun 30, 26+135.03K0.03%
Rockefeller Capital Management L.P.134.12KJun 30, 26+3190.03%
CIBC WORLD MARKET INC.132.70KJun 30, 26-24.50K0.03%
Cresset Asset Management, LLC131.84KJun 30, 26+1.86K0.03%
ENVESTNET ASSET MANAGEMENT INC110.56KJun 30, 26-1520.03%
HENNESSY ADVISORS INC110.26KJun 30, 26--0.03%
Lavaca Capital LLC108.00KJun 30, 26--0.03%
Cetera Investment Advisers99.43KJun 30, 26-4.86K0.02%
HighTower Advisors, LLC98.29KJun 30, 26+12.25K0.02%
Summit Financial, LLC94.58KJun 30, 26+2770.02%
GLENMEDE TRUST CO NA85.48KJun 30, 26--0.02%
SPIRIT OF AMERICA MANAGEMENT CORP/NY85.15KJun 30, 26-6.50K0.02%
Pathstone Holdings, LLC83.08KJun 30, 26--0.02%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/78.82KJun 30, 26--0.02%
D.A. DAVIDSON & CO.74.34KJun 30, 26+1.89K0.02%
MAI Capital Management73.59KJun 30, 26+25.92K0.02%
Pekin Hardy Strauss, Inc.73.16KJun 30, 26+60.02%
NewEdge Advisors, LLC71.98KJun 30, 26+5.39K0.02%
GraniteShares Advisors LLC70.44KJun 30, 26+9.22K0.02%
Hartree Partners, LP66.00KJun 30, 26+66.00K0.02%
BlackRock, Inc.65.66KJun 30, 26-10.02%
Parkside Financial Bank & Trust65.52KJun 30, 26+820.02%
VAN ECK ASSOCIATES CORP63.19KJun 30, 26-14.11K0.02%
Kestra Advisory Services, LLC61.45KJun 30, 26+9.16K0.01%
DIVIDEND ASSETS CAPITAL, LLC59.49KJun 30, 26-4.86K0.01%
TCG Advisory Services, LLC59.22KJun 30, 26-1.34K0.01%
TRUIST FINANCIAL CORP55.37KJun 30, 26+7.88K0.01%
Cambridge Investment Research Advisors, Inc.54.84KJun 30, 26-3.20K0.01%
CAPTRUST FINANCIAL ADVISORS54.49KJun 30, 26+1.27K0.01%
HUNTINGTON NATIONAL BANK50.00KJun 30, 26--0.01%
CFM WEALTH PARTNERS LLC49.88KJun 30, 26--0.01%
ELCO Management Co., LLC49.44KJun 30, 26-7120.01%
WEXFORD CAPITAL LP48.53KJun 30, 26--0.01%
SageGuard Financial Group, LLC44.48KJun 30, 26+1330.01%
JANE STREET GROUP, LLC44.07KJun 30, 26+44.07K0.01%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC43.66KJun 30, 26--0.01%
Cartesian Growth Corp42.80KJun 30, 26+30.00K0.01%
Quantinno Capital Management LP42.16KJun 30, 26+33.06K0.01%
ADVISOR GROUP HOLDINGS, INC.41.63KJun 30, 26+10.88K0.01%
GUGGENHEIM CAPITAL LLC39.91KJun 30, 26+8590.01%
AlphaCore Capital LLC39.55KJun 30, 26--0.01%
FMR LLC39.24KJun 30, 26+2000.01%
Creative Planning38.68KJun 30, 26-8.68K0.01%
Samalin Investment Counsel, LLC38.56KJun 30, 26+7940.01%
NORTHERN TRUST CORP38.49KJun 30, 26-2.67K0.01%
Beacon Pointe Advisors, LLC37.73KJun 30, 26+6470.01%
CHILTON CAPITAL MANAGEMENT LLC36.92KJun 30, 26-3.55K0.01%
OPPENHEIMER ASSET MANAGEMENT INC.36.30KJun 30, 26+2590.01%
Requisite Capital Management, LLC36.05KJun 30, 26--0.01%
IFG Advisory, LLC36.04KJun 30, 26+1.47K0.01%
ALBERT D MASON INC35.67KJun 30, 26+2770.01%
COMMONWEALTH EQUITY SERVICES, LLC35.29KJun 30, 26+7.89K0.01%
Cedar Wealth Management, LLC34.54KJun 30, 26+6.84K0.01%
Turtle Creek Wealth Advisors, LLC34.40KJun 30, 26--0.01%
INDEPENDENT FINANCIAL GROUP, LLC34.39KJun 30, 26-1.34K0.01%
KEYBANK NATIONAL ASSOCIATION/OH33.18KJun 30, 26--0.01%
IEQ CAPITAL, LLC32.25KJun 30, 26+6420.01%
DAYMARK WEALTH PARTNERS, LLC31.95KJun 30, 26-17.09K0.01%
Cerity Partners LLC31.21KJun 30, 26-1120.01%
US BANCORP \DE\30.71KJun 30, 26--0.01%
NewEdge Wealth, LLC29.50KJun 30, 26+6.05K0.01%
PFG Investments, LLC29.20KJun 30, 26-2.91K0.01%
SILVERCREST ASSET MANAGEMENT GROUP LLC28.97KJun 30, 26-1.19K0.01%
BWM Planning, LLC28.32KJun 30, 26--0.01%
BluePath Capital Management, LLC28.09KJun 30, 26+280.01%
RMB Capital Management, LLC27.94KJun 30, 26--0.01%
Chicago Partners Investment Group LLC27.70KJun 30, 26+5.69K0.01%
Moors & Cabot, Inc.26.58KJun 30, 26+2930.01%
Apollon Wealth Management, LLC26.34KJun 30, 26-3.91K0.01%
AMERICAN FINANCIAL GROUP INC25.50KJun 30, 26--0.01%
Abel Hall, LLC25.19KJun 30, 26--0.01%
Summit Trail Advisors, LLC25.14KJun 30, 26+210.01%
Fidelis Capital Partners, LLC25.02KJun 30, 26-11.00K0.01%
JBF Capital, Inc.25.00KJun 30, 26--0.01%
ARDSLEY ADVISORY PARTNERS LP25.00KJun 30, 26+25.00K0.01%
Advisory Services Network, LLC24.50KJun 30, 26-4910.01%
Jump Financial, LLC24.31KJun 30, 26-270.44K0.01%
SL ADVISORS, LLC23.47KJun 30, 26-1360.01%
Janney Montgomery Scott LLC23.05KJun 30, 26+23.05K0.01%
Steward Partners Investment Advisory, LLC22.00KJun 30, 26+9.25K0.01%
Kercheville Advisors, LLC22.00KJun 30, 26+2.70K0.01%
Autumn Glory Partners, LLC22.00KJun 30, 26-9.00K0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC21.81KJun 30, 26-8.02K0.01%
CVFG LLC21.63KJun 30, 26-1000.01%
GFS Advisors, LLC21.20KJun 30, 26+21.20K0.01%
ProShare Advisors LLC21.08KJun 30, 26+1.02K0.01%
Plan Group Financial, LLC20.35KJun 30, 26+2.22K0.00%
Mutual Advisors, LLC20.25KJun 30, 26+2180.00%
SIMPLEX TRADING, LLC19.32KJun 30, 26-7.78K0.00%
Concurrent Investment Advisors, LLC19.12KJun 30, 26+1.71K0.00%
NAVELLIER & ASSOCIATES INC18.11KJun 30, 26+7.49K0.00%
Evanson Financial, LLC18.10KJun 30, 26+18.10K0.00%
Bramshill Investments, LLC18.04KJun 30, 26+1920.00%
Snowden Capital Advisors LLC17.44KJun 30, 26-3470.00%
GSA CAPITAL PARTNERS LLP17.43KJun 30, 26-33.20K0.00%
SIMON QUICK ADVISORS, LLC17.40KJun 30, 26--0.00%
Stratos Wealth Partners, LTD.17.09KJun 30, 26+3.34K0.00%
VestGen Advisors, LLC16.98KJun 30, 26+3670.00%
Cornerstone Management, Inc.16.73KJun 30, 26--0.00%
Rockwood Wealth Management, LLC16.71KJun 30, 26--0.00%
Caprock Group, LLC16.36KJun 30, 26+860.00%
BLAIR WILLIAM & CO/IL16.34KJun 30, 26+6.65K0.00%
Kovack Advisors, Inc.16.25KJun 30, 26-6.96K0.00%
Diversified Trust Co16.25KJun 30, 26--0.00%
Bollard Group LLC16.22KJun 30, 26--0.00%
Lido Advisors, LLC16.09KJun 30, 26+2050.00%
ACADIAN ASSET MANAGEMENT LLC15.93KJun 30, 26+15.93K0.00%
Penbrook Management LLC15.90KJun 30, 26--0.00%
NOVEM GROUP15.84KJun 30, 26+3000.00%
WILEY BROS.-AINTREE CAPITAL, LLC15.48KJun 30, 26-1.06K0.00%
Colony Group, LLC15.34KJun 30, 26-6.36K0.00%
FAYEZ SAROFIM & CO14.70KJun 30, 26--0.00%
Ulland Investment Advisors, LLC14.65KJun 30, 26+2.65K0.00%
Icon Wealth Advisors, LLC14.35KJun 30, 26+1990.00%
BITTERROOT CAPITAL ADVISORS LLC14.30KJun 30, 26+1.26K0.00%
Oxinas Partners Wealth Management LLC13.76KJun 30, 26--0.00%
CI Private Wealth, LLC13.74KJun 30, 26-8.53K0.00%
Bank of New York Mellon Corp13.39KJun 30, 26+100.00%
CASTLEARK MANAGEMENT LLC13.39KJun 30, 26--0.00%
HOURGLASS CAPITAL, LLC13.31KJun 30, 26--0.00%
Kaizen Financial Strategies13.21KJun 30, 26+6400.00%
MGO ONE SEVEN LLC12.92KJun 30, 26+1.67K0.00%
Westover Capital Advisors, LLC12.70KJun 30, 26--0.00%
PEAPACK GLADSTONE FINANCIAL CORP12.30KJun 30, 26-3630.00%
Linscomb & Williams, Inc.12.07KJun 30, 26-7.66K0.00%
Global Retirement Partners, LLC12.03KJun 30, 26+12.03K0.00%
DIMENSIONAL FUND ADVISORS LP11.82KJun 30, 26-1440.00%
South Street Advisors LLC11.66KJun 30, 26+3.02K0.00%
Fiduciary Group LLC11.42KJun 30, 26+1.00K0.00%
Prospera Financial Services Inc11.42KJun 30, 26+3550.00%
HOWARD FINANCIAL SERVICES, LTD.11.40KJun 30, 26+2220.00%
FIDUCIARY FINANCIAL GROUP, LLC11.04KJun 30, 26+3610.00%
Avidian Wealth Solutions, LLC10.95KJun 30, 26+10.95K0.00%
KESTRA PRIVATE WEALTH SERVICES, LLC10.76KJun 30, 26-8.74K0.00%
WHALEROCK POINT PARTNERS, LLC10.60KJun 30, 26+10.60K0.00%
F/M Investments LLC10.34KJun 30, 26--0.00%
SCHULHOFF & CO INC10.10KJun 30, 26--0.00%
Belfer Management LLC10.08KJun 30, 26-2.02K0.00%
Hardy Reed LLC10.05KJun 30, 26--0.00%
Belpointe Asset Management LLC10.00KJun 30, 26+10.00K0.00%
Integrated Wealth Concepts LLC9.92KJun 30, 26+3.72K0.00%
Private Advisor Group, LLC9.90KJun 30, 26+4220.00%
TOCQUEVILLE ASSET MANAGEMENT L.P.9.70KJun 30, 26+8250.00%
Collaborative Capital Advisors LLC9.62KJun 30, 26+9.62K0.00%
SG Americas Securities, LLC9.46KJun 30, 26-1.76K0.00%
CHOREO, LLC9.39KJun 30, 26-4870.00%
COMMERCE BANK9.37KJun 30, 26+9.37K0.00%
MITCHELL MCLEOD PUGH & WILLIAMS INC9.33KJun 30, 26+9520.00%
GABELLI FUNDS LLC9.05KJun 30, 26--0.00%
Cascade Financial Partners, LLC8.93KJun 30, 26--0.00%
Cadent Capital Advisors, LLC8.92KJun 30, 26+740.00%
HB Wealth Management, LLC8.84KJun 30, 26-1.10K0.00%
IHT Wealth Management, LLC8.83KJun 30, 26+8.83K0.00%
Toroso Investments, LLC8.77KJun 30, 26+3.83K0.00%
Convergence Financial, LLC8.68KJun 30, 26-760.00%
Gruss & Co., LLC8.50KJun 30, 26+8.50K0.00%
Stonebridge Financial Group, LLC / MO8.43KJun 30, 26+480.00%
Intrua Financial, LLC8.36KJun 30, 26+1.76K0.00%
Corps Capital Advisors, LLC8.32KJun 30, 26--0.00%
M&T BANK CORP8.28KJun 30, 26-2640.00%
DRW Securities, LLC8.02KJun 30, 26+3.02K0.00%
Quantum Financial Planning Services, Inc.8.00KJun 30, 26--0.00%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP8.00KJun 30, 26--0.00%
Fulcrum Asset Management LLP7.93KJun 30, 26--0.00%
MOODY NATIONAL BANK TRUST DIVISION7.55KJun 30, 26--0.00%
CLEAR STREET MARKETS LLC7.50KJun 30, 26+7.50K0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP7.39KJun 30, 26-96.26K0.00%
Savant Capital, LLC7.35KJun 30, 26+7.35K0.00%
PDS Planning, Inc7.20KJun 30, 26+7.20K0.00%
Sequoia Financial Advisors, LLC7.17KJun 30, 26--0.00%
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV7.13KJun 30, 26--0.00%
Outlook Wealth Advisors, LLC7.06KJun 30, 26-150.00%
Nicholas Hoffman & Company, LLC.7.00KJun 30, 26+1.00K0.00%
Virtu Financial LLC6.88KJun 30, 26-36.75K0.00%
BROWN BROTHERS HARRIMAN & CO6.82KJun 30, 26+1.00K0.00%
Magnus Financial Group LLC6.65KJun 30, 26+8340.00%
FIFTH THIRD BANCORP6.62KJun 30, 26+1890.00%
Venture Visionary Partners LLC6.50KJun 30, 26+2000.00%
LAIRD NORTON TRUST COMPANY, LLC6.45KJun 30, 26--0.00%
Curated Wealth Partners LLC6.40KJun 30, 26--0.00%
Naviter Wealth, LLC6.40KJun 30, 26--0.00%
BRYN MAWR TRUST Co6.34KJun 30, 26--0.00%
DONALDSON CAPITAL MANAGEMENT, LLC6.34KJun 30, 26+6.34K0.00%
Arista Wealth Management, LLC6.30KJun 30, 26--0.00%
AMERIPRISE FINANCIAL INC6.23KJun 30, 26+6060.00%
Highlander Partners, L.P.6.10KJun 30, 26--0.00%
BRADLEY FOSTER & SARGENT INC/CT5.99KJun 30, 26--0.00%
AE Wealth Management LLC5.92KJun 30, 26+640.00%
Pasadena Private Wealth, LLC5.81KJun 30, 26-3000.00%
Kingsview Wealth Management, LLC5.78KJun 30, 26-1300.00%
Sage Capital Management, LLC5.71KJun 30, 26--0.00%
Barnett & Company, Inc.5.70KJun 30, 26--0.00%
First Trust Capital Management L.P.5.62KJun 30, 26+3800.00%
CAPITAL ADVISORS INC/OK5.60KJun 30, 26--0.00%
PNC FINANCIAL SERVICES GROUP, INC.5.60KJun 30, 26-620.00%
Investor's Fiduciary Advisor Network, LLC5.50KJun 30, 26--0.00%
MATTERN CAPITAL MANAGEMENT, LLC5.47KJun 30, 26--0.00%
Brookstone Capital Management5.46KJun 30, 26-7.34K0.00%
W.H. Cornerstone Investments Inc.5.45KJun 30, 26+5.45K0.00%
TABLEAUX LLC5.44KJun 30, 26-9500.00%
WESTCO ADVISORY SERVICES INC /ADV5.41KJun 30, 26-4000.00%
Archford Capital Strategies, LLC5.40KJun 30, 26--0.00%
AMERICAN CENTURY COMPANIES INC5.33KJun 30, 26--0.00%
MERCER GLOBAL ADVISORS INC /ADV5.27KJun 30, 26+5.27K0.00%
Summit Financial Wealth Advisors, LLC5.21KJun 30, 26--0.00%
Arrow Investment Advisors, LLC5.08KJun 30, 26+5.08K0.00%
Amplify Investments, LLC5.04KJun 30, 26+7560.00%
BALDWIN BROTHERS LLC/MA5.00KJun 30, 26--0.00%
Resonant Capital Advisors, LLC5.00KJun 30, 26--0.00%
WESPAC Advisors, LLC4.89KJun 30, 26--0.00%
SCS Capital Management LLC4.88KJun 30, 26--0.00%
Pavion Blue Capital, LLC4.88KJun 30, 26--0.00%
Atria Investments, Inc4.78KJun 30, 26+4.78K0.00%
LEGACY CAPITAL WEALTH MANAGEMENT, LLC4.78KJun 30, 26+4.78K0.00%
Wealth Alliance Advisory Group, LLC4.75KJun 30, 26+4.75K0.00%
Advisor Resource Council4.70KJun 30, 26-3610.00%
AMERICAN NATIONAL BANK4.69KJun 30, 26--0.00%
Arkadios Wealth Advisors4.67KJun 30, 26+4.67K0.00%
J.W. COLE ADVISORS, INC.4.62KJun 30, 26+4.62K0.00%
ENZI WEALTH4.58KJun 30, 26+4.58K0.00%
McElhenny Sheffield Capital Management, LLC4.58KJun 30, 26+4.58K0.00%
Virtus Investment Advisers, Inc.4.54KJun 30, 26+470.00%
Atlantic Union Bankshares Corp4.53KJun 30, 26+4.53K0.00%
CENTRAL TRUST Co4.21KJun 30, 26--0.00%
AMERIFLEX GROUP, INC.4.04KJun 30, 26-1510.00%
Geneos Wealth Management Inc.3.59KJun 30, 26--0.00%
JONES FINANCIAL COMPANIES LLLP3.34KJun 30, 26-1000.00%
COMPASS FINANCIAL MANAGEMENT LLC3.02KJun 30, 26+3.02K0.00%
IFP Advisors, Inc2.80KJun 30, 26-1.41K0.00%
HARBOUR INVESTMENTS, INC.2.41KJun 30, 26--0.00%
Cedar Mountain Advisors, LLC2.22KJun 30, 26+430.00%
TOTH FINANCIAL ADVISORY CORP1.83KJun 30, 26+1.24K0.00%
EverSource Wealth Advisors, LLC1.80KJun 30, 26--0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV1.76KJun 30, 26--0.00%
FARMERS & MERCHANTS INVESTMENTS INC1.57KJun 30, 26--0.00%
BOKF, NA1.33KJun 30, 26-6670.00%
SouthState Corp1.25KJun 30, 26--0.00%
Larson Financial Group LLC1.16KJun 30, 26+3670.00%
HM PAYSON & CO1.12KJun 30, 26-1500.00%
Elequin Securities, LLC1.04KJun 30, 26+1980.00%
CARY STREET PARTNERS FINANCIAL LLC1.02KJun 30, 26--0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1.01KJun 30, 26--0.00%
MTM Investment Management, LLC1.00KJun 30, 26--0.00%
Sankala Group LLC1.00KJun 30, 26+1.00K0.00%
Wealth Enhancement Trust Services, Inc.1.00KJun 30, 26+1.00K0.00%
Institute for Wealth Management, LLC.959Jun 30, 26+9590.00%
Allworth Financial LP954Jun 30, 26-860.00%
Continuum Advisory, LLC945Jun 30, 26+9450.00%
MATHER GROUP, LLC.910Jun 30, 26--0.00%
Financial Network Wealth Advisors LLC832Jun 30, 26+130.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO814Jun 30, 26--0.00%
WHITTIER TRUST CO808Jun 30, 26-1680.00%
VESTOR CAPITAL, LLC807Jun 30, 26+8070.00%
NBC SECURITIES, INC.798Jun 30, 26-750.00%
ROTHSCHILD INVESTMENT LLC793Jun 30, 26--0.00%
ARMSTRONG ADVISORY GROUP, INC700Jun 30, 26--0.00%
Glen Eagle Advisors, LLC693Jun 30, 26--0.00%
Farther Finance Advisors, LLC670Jun 30, 26+1810.00%
Westside Investment Management, Inc.647Jun 30, 26--0.00%
Avion Wealth600Jun 30, 26--0.00%
Founders Capital Management600Jun 30, 26+2000.00%
Truvestments Capital LLC585Jun 30, 26--0.00%
Capital Analysts, LLC578Jun 30, 26+120.00%
Russell Investments Group, Ltd.478Jun 30, 26+1640.00%
Axiom Investment Management LLC450Jun 30, 26--0.00%
State of Alaska, Department of Revenue447Jun 30, 26--0.00%
ASSETMARK, INC422Jun 30, 26+270.00%
Princeton Global Asset Management LLC400Jun 30, 26--0.00%
Heritage Wealth Advisors375Jun 30, 26+3750.00%
UBS ASSET MANAGEMENT AMERICAS INC358Jun 30, 26--0.00%
GAMMA Investing LLC351Jun 30, 26-330.00%
MCDONALD PARTNERS LLC313Jun 30, 26+3130.00%
HANTZ FINANCIAL SERVICES, INC.295Jun 30, 26+2950.00%
Asset Dedication, LLC280Jun 30, 26+800.00%
WHITTIER TRUST CO OF NEVADA INC248Jun 30, 26-30.54K0.00%
Vermillion Wealth Management, Inc.246Jun 30, 26--0.00%
Caldwell Trust Co225Jun 30, 26+2250.00%
Osbon Capital Management LLC218Jun 30, 26+2180.00%
Allied Private Wealth LLC213Jun 30, 26+2130.00%
GILPIN WEALTH MANAGEMENT, LLC200Jun 30, 26+2000.00%
TD Waterhouse Canada Inc.200Jun 30, 26--0.00%
Aventura Private Wealth, LLC200Jun 30, 26--0.00%
Keating Financial Advisory Services, Inc.191Jun 30, 26--0.00%
FIRST HORIZON CORP176Jun 30, 26-2710.00%
HHM Wealth Advisors, LLC150Jun 30, 26+1500.00%
Bogart Wealth, LLC150Jun 30, 26-1050.00%
Optiver Holding B.V.147Jun 30, 26--0.00%
CALDWELL SUTTER CAPITAL, INC.130Jun 30, 26--0.00%
West Financial Advisors, LLC119Jun 30, 26+20.00%
Abound Wealth Management118Jun 30, 26--0.00%
Basepoint Wealth LLC114Jun 30, 26+20.00%
Silver Grove Financial Group, Inc.113Jun 30, 26+510.00%
Providence Capital Advisors, LLC109Jun 30, 26+1090.00%
Markowski Investments86Jun 30, 26+860.00%
SHP Wealth Management75Jun 30, 26+750.00%
BESSEMER GROUP INC65Jun 30, 26--0.00%
Luminist Capital LLC61Jun 30, 26+610.00%
Capital Advisors, Ltd. LLC47Jun 30, 26--0.00%
WOLFF WIESE MAGANA LLC36Jun 30, 26--0.00%
CoreCap Advisors, LLC30Jun 30, 26--0.00%
Rialto Wealth Management, LLC14Jun 30, 26--0.00%
Tower Research Capital LLC (TRC)12Jun 30, 26-1720.00%
Westend Capital Management, LLC2Jun 30, 26--0.00%
Fortitude Family Office, LLC--Jun 30, 26-1.37K--
TWIN PEAKS WEALTH ADVISORS, LLC--Jun 30, 26-241--
Keeler THomas Management LLC--Jun 30, 26-52.45K--
Strategic Investment Solutions, Inc. /IL--Jun 30, 26-20--
Pacific Center for Financial Services--Jun 30, 26-300--
United Community Bank--Jun 30, 26-1.15K--
Regal Investment Advisors LLC--Jun 30, 26-4.95K--
Pacer Advisors, Inc.--Jun 30, 26-42.87K--
State of Wyoming--Jun 30, 26-1.72K--
SANDERS MORRIS HARRIS LLC--Jun 30, 26-6.70K--
EQUITEC PROPRIETARY MARKETS, LLC--Jun 30, 26-14.70K--
Western Wealth Management, LLC--Jun 30, 26-269--
Medallion Wealth Advisors, LLC--Jun 30, 26-212--
Sound Income Strategies, LLC--Jun 30, 26-1.17K--
Signature Resources Capital Management, LLC--Jun 30, 26-1--
QUADRANT CAPITAL GROUP LLC--Jun 30, 26-5.43K--
BASSO CAPITAL MANAGEMENT, L.P.--Jun 30, 26-42.15K--
U.S. Capital Wealth Advisors, LLC140.47KMar 31, 26+6.47K0.03%
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE100.00KMar 31, 26+100.00K0.02%
CWM, LLC22.21KMar 31, 26-20.01%
Evanson Asset Management, LLC18.08KMar 31, 26+18.08K0.00%
JOURNEY STRATEGIC WEALTH LLC13.30KMar 31, 26--0.00%
Jaffetilchin Investment Partners, LLC5.55KMar 31, 26+1120.00%
Sunbelt Securities, Inc.3.80KMar 31, 26+3.80K0.00%
McIlrath & Eck, LLC2.32KMar 31, 26-1060.00%
CIBC Private Wealth Group, LLC808.49KDec 31, 25-5780.20%
Militia Capital Partners, LP200.00KDec 31, 25--0.05%
Alpha Cubed Investments, LLC5.65KDec 31, 25+1090.00%
COMERICA BANK5.61KDec 31, 25+4800.00%
PERRITT CAPITAL MANAGEMENT INC--Dec 31, 25-109--
GPS Wealth Strategies Group, LLC--Dec 31, 25-743--
Glenmede Investment Management, LP85.48KSep 30, 25+1.77K0.02%
Sonora Investment Management Group, LLC10.00KSep 30, 25+1.50K0.00%
WOLVERINE TRADING, LLC8.20KSep 30, 25+8.20K0.00%
WETHERBY ASSET MANAGEMENT INC7.45KSep 30, 25--0.00%
Financial Advocates Investment Management--Sep 30, 25-9.10K--
NBW CAPITAL LLC311.12KJun 30, 25-1.08K0.08%
Wambolt & Associates, LLC22.21KJun 30, 25--0.01%
AVANTAX ADVISORY SERVICES, INC.6.72KJun 30, 25-590.00%
Iron Horse Wealth Management, LLC1.50KJun 30, 25+1.50K0.00%
First Horizon Advisors, Inc.347Jun 30, 25-1340.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP343Jun 30, 25+3430.00%
Atria Wealth Solutions, Inc.--Jun 30, 25-8.56K--
Lindbrook Capital, LLC10.62KMar 31, 25-17.76K0.00%
Nuveen Asset Management, LLC7.14KDec 31, 24-3070.00%
RE Dickinson Investment Advisors, LLC2.17KDec 31, 24+3880.00%
Householder Group Estate & Retirement Specialist, LLC--Dec 31, 24-275--
Raymond James Financial Services Advisors, Inc.401.15KSep 30, 24+1.93K0.10%
RAYMOND JAMES & ASSOCIATES76.65KSep 30, 24-27.23K0.02%
PEAK6 Investments LLC17.34KSep 30, 24+17.34K0.00%
FinTrust Capital Advisors, LLC1.02KSep 30, 24+1.02K0.00%
NORTHWEST INVESTMENT COUNSELORS, LLC31Sep 30, 24+310.00%
BlackRock Inc.65.49KJun 30, 24--0.02%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC64.27KJun 30, 24+1.79K0.02%
Relative Value Partners Group, LLC6.37KJun 30, 24+6.37K0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC5.27KJun 30, 24+5.27K0.00%
Tortoise Index Solutions, LLC196.78KMar 31, 24-54.09K0.05%
Ziegler Capital Management, LLC10.34KMar 31, 24--0.00%
FirstPurpose Wealth LLC9.98KMar 31, 24--0.00%
Cetera Advisor Networks LLC6.23KMar 31, 24+6.23K0.00%
Retirement Group, LLC1.59KMar 31, 24+4560.00%
Cutler Group LLC / CA1.58KMar 31, 24+1.19K0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.36.27KSep 30, 23-13.92K0.01%
PATHSTONE FAMILY OFFICE, LLC29.26KSep 30, 23+7.15K0.01%
Icon Wealth Partners, LLC10.60KSep 30, 23+3450.00%
First Capital Advisors Group, LLC.4.14KJun 30, 23+4.14K0.00%
Cowen Prime Advisors LLC3.81KJun 30, 23--0.00%
Avalon Investment & Advisory19.66KMar 31, 23+7.14K0.00%
HighTower Trust Company, N.A.15.68KMar 31, 23+7.75K0.00%
Salient Capital Advisors, LLC2.03MSep 30, 22-209.04K0.49%
American Portfolios Advisors2.57KSep 30, 22-1.70K0.00%
FourThought Financial, LLC1.52KSep 30, 22--0.00%
B. Riley Wealth Management, Inc.39.75KJun 30, 22+39.75K0.01%
Fieldpoint Private Securities, LLC1.34KJun 30, 22+350.00%
BREWIN DOLPHIN LTD849Jun 30, 22--0.00%
American National Registered Investment Advisor, Inc.9.15KMar 31, 22--0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC--Mar 31, 22-76.84K--
Homrich & Berg13.38KSep 30, 21+470.00%
Berman Capital Advisors, LLC2.32KSep 30, 21--0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV--Sep 30, 21-10.00K--
USCA RIA LLC12.96KJun 30, 21--0.00%
Cowen Prime Services LLC3.81KJun 30, 21--0.00%
LUCAS CAPITAL MANAGEMENT25.52KDec 31, 20-11.87K0.01%
FRONTIER INVESTMENT MGMT CO25.86KJun 30, 20+1.86K0.01%
Leap Investments LP--Jun 30, 20-50.20K--
Harvest Fund Advisors LLC3.63MMar 31, 20-4.56M0.88%
Brookfield Public Securities Group LLC3.66KMar 31, 20-2.83M0.00%
BP CAPITAL FUND ADVISORS, LLC19.50KDec 31, 19-17.50K0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.19.29KDec 31, 19+15.36K0.00%
Highstreet Asset Management Inc.12.99KDec 31, 19+12.99K0.00%
Advisor Group, Inc.1.65KDec 31, 19-3330.00%
CQS Cayman LP38.00KSep 30, 19-48.00K0.01%
BB&T SECURITIES, LLC--Sep 30, 19-8.57K--
WILLIAMS JONES & ASSOCIATES LLC34.68KJun 30, 19-7.56K0.01%
OppenheimerFunds, Inc.7.52MMar 31, 19+7.52M1.82%
BKS ADVISORS, LLC12.20KMar 31, 19+12.20K0.00%
NEXT Financial Holdings763Mar 31, 19+7630.00%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.