WFC-PL(WFC-PL)

$1165.98—Earnings · Jul 14

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WFC-PL(WFC-PL)

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$1165.98—Earnings · Jul 14

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WFC-PL(WFC-PL)

WFC-PL

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 356 Institutional Holders

Holder	Shares	Date	Change	% Held
Verition Fund Management LLC	6.39M	Mar 31, 26	+6.39M	3.13%
Russell Investments Group, Ltd.	4.90M	Mar 31, 26	+1.26M	2.40%
VOYA INVESTMENT MANAGEMENT LLC	568.49K	Mar 31, 26	-42.96K	0.28%
BlackRock, Inc.	293.17K	Mar 31, 26	-43	0.14%
FIRST TRUST ADVISORS LP	158.56K	Mar 31, 26	-200	0.08%
ADVENT CAPITAL MANAGEMENT /DE/	148.22K	Mar 31, 26	-9.38K	0.07%
VICTORY CAPITAL MANAGEMENT INC	68.50K	Mar 31, 26	+515	0.03%
STONEBRIDGE ADVISORS LLC	61.66K	Mar 31, 26	-188.76K	0.03%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	57.54K	Mar 31, 26	+94	0.03%
Allianz Asset Management GmbH	53.94K	Mar 31, 26	--	0.03%
STATE STREET CORP	50.26K	Mar 31, 26	-3.80K	0.02%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	46.93K	Mar 31, 26	-175	0.02%
MORGAN STANLEY	46.47K	Mar 31, 26	-427	0.02%
Nuveen, LLC	46.32K	Mar 31, 26	-42	0.02%
Invesco Ltd.	45.92K	Mar 31, 26	+70	0.02%
FMR LLC	42.84K	Mar 31, 26	--	0.02%
WELLINGTON MANAGEMENT GROUP LLP	35.93K	Mar 31, 26	-835	0.02%
THRIVENT FINANCIAL FOR LUTHERANS	29.93K	Mar 31, 26	+2.00K	0.01%
BANK OF AMERICA CORP /DE/	28.85K	Mar 31, 26	-185	0.01%
First Eagle Investment Management, LLC	25.74K	Mar 31, 26	--	0.01%
Colony Group, LLC	25.03K	Mar 31, 26	+4.98K	0.01%
ROYAL BANK OF CANADA	18.96K	Mar 31, 26	+1.19K	0.01%
SSI INVESTMENT MANAGEMENT LLC	18.43K	Mar 31, 26	+60	0.01%
RATIONAL ADVISORS LLC	16.40K	Mar 31, 26	+8.20K	0.01%
MACKAY SHIELDS LLC	14.76K	Mar 31, 26	-10	0.01%
PIER 88 INVESTMENT PARTNERS LLC	13.58K	Mar 31, 26	-402	0.01%
NEW ENGLAND ASSET MANAGEMENT INC	13.28K	Mar 31, 26	--	0.01%
Galvin, Gaustad & Stein, LLC	12.99K	Mar 31, 26	-804	0.01%
KCM INVESTMENT ADVISORS LLC	11.12K	Mar 31, 26	-460	0.01%
COHEN & STEERS, INC.	9.39K	Mar 31, 26	--	0.00%
Stratos Wealth Partners, LTD.	9.36K	Mar 31, 26	+344	0.00%
STIFEL FINANCIAL CORP	9.27K	Mar 31, 26	+299	0.00%
UBS Group AG	8.94K	Mar 31, 26	+1.49K	0.00%
CRAWFORD INVESTMENT COUNSEL INC	8.50K	Mar 31, 26	+65	0.00%
RB Capital Management, LLC	8.25K	Mar 31, 26	+108	0.00%
RAYMOND JAMES FINANCIAL INC	8.22K	Mar 31, 26	-141	0.00%
LPL Financial LLC	8.11K	Mar 31, 26	+444	0.00%
ALLIANCEBERNSTEIN L.P.	7.78K	Mar 31, 26	-105	0.00%
PALISADE CAPITAL MANAGEMENT, LP	7.60K	Mar 31, 26	-739	0.00%
CONNING INC.	7.49K	Mar 31, 26	+1.43K	0.00%
FIRST MANHATTAN CO. LLC.	7.40K	Mar 31, 26	+33	0.00%
LORD, ABBETT & CO. LLC	7.08K	Mar 31, 26	+75	0.00%
Kestra Advisory Services, LLC	6.69K	Mar 31, 26	+19	0.00%
Phraction Management LLC	6.44K	Mar 31, 26	+1.34K	0.00%
Penn Mutual Asset Management, LLC	6.00K	Mar 31, 26	--	0.00%
Baird Financial Group, Inc.	5.84K	Mar 31, 26	+117	0.00%
WHALEROCK POINT PARTNERS, LLC	5.13K	Mar 31, 26	+900	0.00%
FRANKLIN RESOURCES INC	5.01K	Mar 31, 26	--	0.00%
Hudson Capital Management LLC	4.98K	Mar 31, 26	+166	0.00%
WELLS FARGO & COMPANY/MN	4.62K	Mar 31, 26	+98	0.00%
Laffer Tengler Investments	4.43K	Mar 31, 26	+1.13K	0.00%
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	4.16K	Mar 31, 26	+146	0.00%
Mariner, LLC	3.83K	Mar 31, 26	-26	0.00%
Ameritas Advisory Services, LLC	3.80K	Mar 31, 26	-27	0.00%
COMMONWEALTH EQUITY SERVICES, LLC	3.60K	Mar 31, 26	-83	0.00%
GOLDMAN SACHS GROUP INC	3.55K	Mar 31, 26	+274	0.00%
NORRIS PERNE & FRENCH LLP/MI	3.52K	Mar 31, 26	-257	0.00%
Cambridge Investment Research Advisors, Inc.	3.51K	Mar 31, 26	+50	0.00%
Spectrum Asset Management, Inc.	3.44K	Mar 31, 26	-50	0.00%
JANE STREET GROUP, LLC	3.41K	Mar 31, 26	+3.41K	0.00%
Farther Finance Advisors, LLC	3.38K	Mar 31, 26	+477	0.00%
Seven Springs Wealth Group, LLC	3.35K	Mar 31, 26	+193	0.00%
ENVESTNET ASSET MANAGEMENT INC	3.01K	Mar 31, 26	+102	0.00%
Edgemoor Investment Advisors, Inc.	2.94K	Mar 31, 26	-80	0.00%
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	2.91K	Mar 31, 26	--	0.00%
AEGON USA Investment Management, LLC	2.87K	Mar 31, 26	--	0.00%
Keystone Financial Group	2.63K	Mar 31, 26	--	0.00%
Janney Montgomery Scott LLC	2.57K	Mar 31, 26	+70	0.00%
Neuberger Berman Group LLC	2.56K	Mar 31, 26	+95	0.00%
RMB Capital Management, LLC	2.29K	Mar 31, 26	-224	0.00%
BESSEMER GROUP INC	2.27K	Mar 31, 26	--	0.00%
CHILTON INVESTMENT CO INC.	2.26K	Mar 31, 26	+140	0.00%
Calamos Advisors LLC	2.06K	Mar 31, 26	-20	0.00%
SUMMITRY LLC	2.06K	Mar 31, 26	-50	0.00%
JRM Investment Counsel, LLC	1.85K	Mar 31, 26	--	0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.83K	Mar 31, 26	+501	0.00%
ADVISOR GROUP HOLDINGS, INC.	1.80K	Mar 31, 26	-116	0.00%
McHugh Group, LLC	1.58K	Mar 31, 26	-25	0.00%
Spears Abacus Advisors LLC	1.58K	Mar 31, 26	+1.58K	0.00%
NATIONAL BANK OF CANADA /FI/	1.56K	Mar 31, 26	--	0.00%
SCHRODER INVESTMENT MANAGEMENT GROUP	1.53K	Mar 31, 26	--	0.00%
BRYN MAWR TRUST Co	1.49K	Mar 31, 26	--	0.00%
MONTAG A & ASSOCIATES INC	1.45K	Mar 31, 26	-400	0.00%
TRUIST FINANCIAL CORP	1.44K	Mar 31, 26	-2.19K	0.00%
Bowie Capital Management, LLC	1.40K	Mar 31, 26	+200	0.00%
Magnus Financial Group LLC	1.36K	Mar 31, 26	-155	0.00%
JT Stratford LLC	1.33K	Mar 31, 26	-125	0.00%
AGF MANAGEMENT LTD	1.30K	Mar 31, 26	--	0.00%
SEI INVESTMENTS CO	1.27K	Mar 31, 26	+4	0.00%
Rockefeller Capital Management L.P.	1.25K	Mar 31, 26	+7	0.00%
Apella Capital, LLC	1.23K	Mar 31, 26	+1.23K	0.00%
WILEY BROS.-AINTREE CAPITAL, LLC	1.22K	Mar 31, 26	+75	0.00%
Sanctuary Advisors, LLC	1.21K	Mar 31, 26	+57	0.00%
WITTENBERG INVESTMENT MANAGEMENT, INC.	1.16K	Mar 31, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	1.13K	Mar 31, 26	+590	0.00%
Cerity Partners LLC	1.11K	Mar 31, 26	-52	0.00%
Asset Allocation & Management Company, LLC	1.10K	Mar 31, 26	--	0.00%
CAMDEN ASSET MANAGEMENT L P /CA	1.05K	Mar 31, 26	-35.95K	0.00%
D.A. DAVIDSON & CO.	1.04K	Mar 31, 26	-17	0.00%
BLAIR WILLIAM & CO/IL	1.02K	Mar 31, 26	+31	0.00%
MARATHON CAPITAL MANAGEMENT	1.01K	Mar 31, 26	-20	0.00%
BARCLAYS PLC	975	Mar 31, 26	+975	0.00%
Paradigm Capital Management, LLC/NV	951	Mar 31, 26	-10	0.00%
LexAurum Advisors, LLC	949	Mar 31, 26	+949	0.00%
Patriot Financial Group Insurance Agency, LLC	922	Mar 31, 26	+461	0.00%
WHITTIER TRUST CO	914	Mar 31, 26	+426	0.00%
US BANCORP \DE\	905	Mar 31, 26	--	0.00%
Cove Private Wealth, LLC	884	Mar 31, 26	--	0.00%
RITHOLTZ WEALTH MANAGEMENT	860	Mar 31, 26	-28	0.00%
MeadowBrook Investment Advisors LLC	853	Mar 31, 26	+67	0.00%
KELLY LAWRENCE W & ASSOCIATES INC/CA	845	Mar 31, 26	-42	0.00%
Central Pacific Bank - Trust Division	843	Mar 31, 26	--	0.00%
CI Private Wealth, LLC	823	Mar 31, 26	-1.54K	0.00%
INCOME RESEARCH & MANAGEMENT	803	Mar 31, 26	--	0.00%
FIRST FOUNDATION ADVISORS	795	Mar 31, 26	+22	0.00%
FOUNDERS CAPITAL MANAGEMENT, LLC	741	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	736	Mar 31, 26	-10	0.00%
Seelaus Asset Management LLC	731	Mar 31, 26	--	0.00%
Allworth Financial LP	729	Mar 31, 26	+396	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	724	Mar 31, 26	--	0.00%
Coordinated Financial Services, Inc.	720	Mar 31, 26	+10	0.00%
Cetera Investment Advisers	672	Mar 31, 26	-51	0.00%
BOS Asset Management, LLC	658	Mar 31, 26	--	0.00%
Aristotle Capital Management, LLC	650	Mar 31, 26	--	0.00%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	645	Mar 31, 26	--	0.00%
Van Hulzen Asset Management, LLC	642	Mar 31, 26	-2	0.00%
HRT FINANCIAL LP	633	Mar 31, 26	-42	0.00%
Benson Investment Management Company, Inc.	615	Mar 31, 26	-345	0.00%
EWA, LLC	601	Mar 31, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	598	Mar 31, 26	+149	0.00%
ISLAY CAPITAL MANAGEMENT, LLC	595	Mar 31, 26	--	0.00%
Apollon Financial, LLC	588	Mar 31, 26	-89	0.00%
CHILTON CAPITAL MANAGEMENT LLC	571	Mar 31, 26	-5	0.00%
Venator Management LLC	550	Mar 31, 26	+100	0.00%
Stratos Wealth Advisors, LLC	550	Mar 31, 26	-14	0.00%
CWM, LLC	544	Mar 31, 26	-2	0.00%
Independent Wealth Network Inc.	542	Mar 31, 26	+7	0.00%
Chicago Partners Investment Group LLC	521	Mar 31, 26	-109	0.00%
Pathway Financial Advisers, LLC	505	Mar 31, 26	-3	0.00%
BEARING POINT CAPITAL, LLC	498	Mar 31, 26	--	0.00%
Arkadios Wealth Advisors	475	Mar 31, 26	-1.14K	0.00%
AMERIPRISE FINANCIAL INC	474	Mar 31, 26	-147	0.00%
SEARLE & CO.	469	Mar 31, 26	+469	0.00%
INGALLS & SNYDER LLC	456	Mar 31, 26	-3	0.00%
CAPTRUST FINANCIAL ADVISORS	446	Mar 31, 26	-41	0.00%
Marathon Trading Investment Management LLC	444	Mar 31, 26	--	0.00%
Pekin Hardy Strauss, Inc.	429	Mar 31, 26	--	0.00%
Resources Investment Advisors, LLC.	412	Mar 31, 26	--	0.00%
WoodTrust Financial Corp	400	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	395	Mar 31, 26	+335	0.00%
Creative Planning	384	Mar 31, 26	+9	0.00%
Black Swift Group, LLC	370	Mar 31, 26	--	0.00%
F/M Investments LLC	362	Mar 31, 26	-18	0.00%
Oxbow Advisors, LLC	357	Mar 31, 26	-7	0.00%
Cresset Asset Management, LLC	352	Mar 31, 26	--	0.00%
IEQ CAPITAL, LLC	350	Mar 31, 26	+73	0.00%
NewEdge Wealth, LLC	343	Mar 31, 26	-222	0.00%
Aull & Monroe Investment Management Corp	337	Mar 31, 26	+34	0.00%
WEDBUSH SECURITIES INC	323	Mar 31, 26	-149	0.00%
BROWN ADVISORY INC	321	Mar 31, 26	+36	0.00%
Vestmark Advisory Solutions, Inc.	318	Mar 31, 26	-222	0.00%
Dorsey & Whitney Trust CO LLC	314	Mar 31, 26	-12	0.00%
Westshore Wealth, LLC	306	Mar 31, 26	-11	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	300	Mar 31, 26	+300	0.00%
Thrive Wealth Management, LLC	299	Mar 31, 26	--	0.00%
Newman Dignan & Sheerar, Inc.	297	Mar 31, 26	+3	0.00%
Kovack Advisors, Inc.	291	Mar 31, 26	-17	0.00%
Independent Advisor Alliance	287	Mar 31, 26	--	0.00%
RDA Financial Network	287	Mar 31, 26	+67	0.00%
GABELLI & Co INVESTMENT ADVISERS, INC.	275	Mar 31, 26	--	0.00%
SCOTIA CAPITAL INC.	270	Mar 31, 26	--	0.00%
WFA of San Diego, LLC	267	Mar 31, 26	-8	0.00%
SCS Capital Management LLC	265	Mar 31, 26	-24	0.00%
SMITH, MOORE & CO.	265	Mar 31, 26	-10	0.00%
Marex Group plc	262	Mar 31, 26	+262	0.00%
Belpointe Asset Management LLC	257	Mar 31, 26	+24	0.00%
Bank of Marin	254	Mar 31, 26	+25	0.00%
Evanson Asset Management, LLC	250	Mar 31, 26	--	0.00%
PFG Investments, LLC	250	Mar 31, 26	--	0.00%
Valeo Financial Advisors, LLC	245	Mar 31, 26	+10	0.00%
LAZARD ASSET MANAGEMENT LLC	241	Mar 31, 26	+96	0.00%
Crew Capital Management, Ltd.	235	Mar 31, 26	--	0.00%
SAX WEALTH ADVISORS, LLC	227	Mar 31, 26	--	0.00%
Pensionmark Financial Group, LLC	227	Mar 31, 26	-6	0.00%
OBERWEIS ASSET MANAGEMENT INC/	225	Mar 31, 26	--	0.00%
ZAZOVE ASSOCIATES LLC	220	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	218	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	218	Mar 31, 26	--	0.00%
Steward Partners Investment Advisory, LLC	212	Mar 31, 26	+5	0.00%
HB Wealth Management, LLC	206	Mar 31, 26	--	0.00%
Ground Swell Capital, LLC	193	Mar 31, 26	+193	0.00%
CHOREO, LLC	193	Mar 31, 26	+1	0.00%
Global Trust Asset Management, LLC	190	Mar 31, 26	--	0.00%
Wealthcare Advisory Partners LLC	188	Mar 31, 26	--	0.00%
INKWELL CAPITAL LLC	187	Mar 31, 26	-8	0.00%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	185	Mar 31, 26	+20	0.00%
BANK OF MONTREAL /CAN/	182	Mar 31, 26	-23	0.00%
MERCER GLOBAL ADVISORS INC /ADV	181	Mar 31, 26	+181	0.00%
BROWN BROTHERS HARRIMAN & CO	150	Mar 31, 26	--	0.00%
AlphaCore Capital LLC	147	Mar 31, 26	-34	0.00%
Hamilton Point Investment Advisors, LLC	135	Mar 31, 26	--	0.00%
MAI Capital Management	122	Mar 31, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	118	Mar 31, 26	+118	0.00%
Ulland Investment Advisors, LLC	102	Mar 31, 26	--	0.00%
Powell Investment Advisors, LLC	100	Mar 31, 26	--	0.00%
Federation des caisses Desjardins du Quebec	93	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	91	Mar 31, 26	--	0.00%
IMA Wealth, Inc.	85	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	74	Mar 31, 26	+16	0.00%
Virtus ETF Advisers LLC	66	Mar 31, 26	--	0.00%
ANGELES WEALTH MANAGEMENT, LLC	60	Mar 31, 26	--	0.00%
Ronald Blue Trust, Inc.	58	Mar 31, 26	--	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	42	Mar 31, 26	+42	0.00%
Quent Capital, LLC	40	Mar 31, 26	--	0.00%
IFP Advisors, Inc	38	Mar 31, 26	-40	0.00%
Colonial Trust Advisors	33	Mar 31, 26	--	0.00%
TD Waterhouse Canada Inc.	32	Mar 31, 26	+32	0.00%
UNION SAVINGS BANK	32	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	27	Mar 31, 26	+27	0.00%
Grove Bank & Trust	25	Mar 31, 26	--	0.00%
ALBION FINANCIAL GROUP /UT	25	Mar 31, 26	--	0.00%
Kimelman & Baird, LLC	25	Mar 31, 26	--	0.00%
PROSPERITY BANCSHARES INC	24	Mar 31, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	23	Mar 31, 26	--	0.00%
Capital Investment Advisory Services, LLC	20	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	19	Mar 31, 26	+19	0.00%
CITIGROUP INC	18	Mar 31, 26	+10	0.00%
NewEdge Advisors, LLC	17	Mar 31, 26	-73	0.00%
MATHER GROUP, LLC.	16	Mar 31, 26	+16	0.00%
GGM Financials LLC	12	Mar 31, 26	--	0.00%
AE Wealth Management LLC	12	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	11	Mar 31, 26	--	0.00%
Cornerstone Planning Group LLC	11	Mar 31, 26	--	0.00%
ABOUND FINANCIAL, LLC	10	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	10	Mar 31, 26	-10	0.00%
HOWE & RUSLING INC	10	Mar 31, 26	--	0.00%
GLENMEDE TRUST CO NA	10	Mar 31, 26	--	0.00%
Rossby Financial, LCC	8	Mar 31, 26	--	0.00%
Activest Wealth Management	7	Mar 31, 26	--	0.00%
GHP Investment Advisors, Inc.	6	Mar 31, 26	--	0.00%
Family Management Corp	6	Mar 31, 26	--	0.00%
Center for Financial Planning, Inc.	5	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	5	Mar 31, 26	--	0.00%
American Capital Advisory, LLC	3	Mar 31, 26	--	0.00%
Jackson Hole Capital Partners, LLC	3	Mar 31, 26	--	0.00%
Mascoma Wealth Management LLC	3	Mar 31, 26	--	0.00%
Spire Wealth Management	2	Mar 31, 26	--	0.00%
North Star Investment Management Corp.	2	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	2	Mar 31, 26	--	0.00%
HSBC HOLDINGS PLC	--	Mar 31, 26	-3.68K	--
OPPENHEIMER ASSET MANAGEMENT INC.	--	Mar 31, 26	-174	--
Financial Freedom, LLC	--	Mar 31, 26	-5	--
NBC SECURITIES, INC.	--	Mar 31, 26	-28	--
Modus Advisors, LLC	--	Mar 31, 26	-21	--
BAILARD, INC.	--	Mar 31, 26	-235	--
CoreCap Advisors, LLC	--	Mar 31, 26	-2	--
NEW YORK STATE COMMON RETIREMENT FUND	--	Mar 31, 26	-6.32K	--
Riverview Trust Co	--	Mar 31, 26	-167	--
CHESAPEAKE ASSET MANAGEMENT LLC	--	Mar 31, 26	-85	--
ICON ADVISERS INC/CO	--	Mar 31, 26	-1.91K	--
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-393	--
StoneX Group Inc.	--	Mar 31, 26	-951	--
IFG Advisory, LLC	--	Mar 31, 26	-218	--
NBT BANK N A /NY	--	Mar 31, 26	-93	--
Asset Dedication, LLC	--	Mar 31, 26	-3	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-8	--
LM Advisors LLC	4.21K	Dec 31, 25	+757	0.00%
CIBC Private Wealth Group, LLC	1.94K	Dec 31, 25	--	0.00%
Bowman & Co S.C.	579	Dec 31, 25	+4	0.00%
COMERICA BANK	296	Dec 31, 25	-64	0.00%
Global Retirement Partners, LLC	2	Dec 31, 25	+2	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-40	--
Western Asset Management Company, LLC	4.96K	Sep 30, 25	--	0.00%
Cove Street Capital, LLC	115	Sep 30, 25	--	0.00%
Glenmede Investment Management, LP	10	Sep 30, 25	--	0.00%
PINNACLE FINANCIAL PARTNERS INC	--	Sep 30, 25	-3	--
Financial Advocates Investment Management	--	Sep 30, 25	-178	--
SCHNIEDERS CAPITAL MANAGEMENT LLC	1.03K	Jun 30, 25	--	0.00%
Graypoint LLC	997	Jun 30, 25	-77	0.00%
Wambolt & Associates, LLC	480	Jun 30, 25	--	0.00%
Congress Wealth Management LLC / DE /	469	Jun 30, 25	--	0.00%
First Horizon Advisors, Inc.	250	Jun 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	206	Jun 30, 25	--	0.00%
Coordinated Financial Services, Inc./CO	642	Mar 31, 25	+642	0.00%
Marcum Wealth, LLC	526	Mar 31, 25	--	0.00%
Edge Capital Group, LLC	220.71K	Dec 31, 24	+220.71K	0.11%
Nuveen Asset Management, LLC	46.62K	Dec 31, 24	-38	0.02%
Fernwood Investment Management, LLC	469	Dec 31, 24	--	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-2	--
RAYMOND JAMES & ASSOCIATES	7.68K	Sep 30, 24	+95	0.00%
Raymond James Financial Services Advisors, Inc.	1.47K	Sep 30, 24	+14	0.00%
Planning Capital Management Corp	10	Sep 30, 24	--	0.00%
BlackRock Inc.	285.49K	Jun 30, 24	-5.96K	0.14%
BENJAMIN F. EDWARDS & COMPANY, INC.	20	Jun 30, 24	--	0.00%
Relative Value Partners Group, LLC	--	Jun 30, 24	-3.44K	--
BUCKINGHAM STRATEGIC WEALTH, LLC	--	Jun 30, 24	-631	--
Cetera Advisors LLC	354	Mar 31, 24	+41	0.00%
Simplicity Solutions, LLC	200	Dec 31, 23	--	0.00%
TRUSTCORE FINANCIAL SERVICES, LLC	45	Dec 31, 22	--	0.00%
Cribstone Capital Management, LLC	4	Dec 31, 22	--	0.00%
EATON VANCE MANAGEMENT	7.08K	Sep 30, 22	-25.67K	0.00%
Jefferies Group LLC	1.97K	Sep 30, 22	--	0.00%
Surevest, LLC	1.72K	Sep 30, 22	+85	0.00%
Covington Capital Management	77	Sep 30, 22	--	0.00%
FourThought Financial, LLC	31	Sep 30, 22	-6	0.00%
American Portfolios Advisors	6	Sep 30, 22	--	0.00%
Cordasco Financial Network	185	Jun 30, 22	+185	0.00%
HC FINANCIAL ADVISORS INC	7	Jun 30, 22	--	0.00%
Meristem Family Wealth, LLC	270	Mar 31, 22	-49	0.00%
PALLADIUM PARTNERS LLC	--	Mar 31, 22	-150	--
Arbor Wealth Management, LLC	1.10K	Dec 31, 21	+1.10K	0.00%
REILLY FINANCIAL ADVISORS, LLC	20	Dec 31, 21	+20	0.00%
ROWLAND CARMICHAEL ADVISORS INC /ADV	35	Dec 31, 20	--	0.00%
NWQ INVESTMENT MANAGEMENT COMPANY, LLC	46.84K	Sep 30, 20	+11.64K	0.02%
IBERIABANK CORP	250	Jun 30, 20	--	0.00%
Squar Milner Financial Services LLC	30	Mar 31, 20	--	0.00%
Advisor Group, Inc.	1.00K	Dec 31, 19	-69	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	454	Dec 31, 19	-36	0.00%
Planning Solutions Group LLC	182	Jun 30, 19	--	0.00%
HL FINANCIAL SERVICES LLC	1.83K	Mar 31, 19	+230	0.00%
AMICA PENSION FUND BOARD OF TRUSTEES	538	Dec 31, 18	+538	0.00%
FLAHERTY & CRUMRINE INC	4.95K	Sep 30, 18	--	0.00%
PENN MUTUAL LIFE INSURANCE CO	6.00K	Jun 30, 18	--	0.00%
Global X Management CO LLC	2.77K	Jun 30, 18	-4.43K	0.00%
ASSET ADVISORS CORP	50	Jun 30, 18	+50	0.00%
Claren Road Asset Management, LLC	--	Sep 30, 17	-2.00K	--
Commonwealth Equity Services, Inc	1.26K	Jun 30, 17	+35	0.00%
Virtu KCG Holdings LLC	336	Jun 30, 17	+336	0.00%
Windsor Financial Group, LLC	230	Jun 30, 17	--	0.00%
WFG Advisors, LP	10	Jun 30, 17	--	0.00%
Algebris Investments (UK) LLP	15.30K	Mar 31, 17	+11.30K	0.01%
BlackRock Fund Advisors	407.86K	Dec 31, 16	-4.14K	0.20%
BLACKROCK ADVISORS LLC	17.90K	Dec 31, 16	-741	0.01%
BlackRock Group LTD	6.34K	Dec 31, 16	-591	0.00%
BlackRock Investment Management, LLC	2.19K	Dec 31, 16	-141	0.00%
BlackRock Institutional Trust Company, N.A.	636	Dec 31, 16	--	0.00%
Emerald Acquisition Ltd.	4.94K	Sep 30, 16	-490	0.00%
SOCIETE GENERALE	6.39K	Jun 30, 16	+6.39K	0.00%
VSR Financial Services, Inc.	226	Jun 30, 16	+39	0.00%
RUSSELL FRANK CO/	4.16K	Mar 31, 16	+555	0.00%
DINSMORE CAPITAL MANAGEMENT CO/NJ	2.50K	Sep 30, 15	--	0.00%
MANAGED ACCOUNT ADVISORS LLC	7.37K	Jun 30, 15	-288	0.00%
COHEN & STEERS CAPITAL MANAGEMENT INC	9.06K	Mar 31, 15	+9.06K	0.00%
STANCORP INVESTMENT ADVISERS INC	12	Mar 31, 15	--	0.00%
NEW ENGLAND SECURITIES CORP /MA/	15	Dec 31, 14	--	0.00%
Gary Goldberg Planning Services Inc	10	Dec 31, 14	--	0.00%
SEI TRUST CO	29.24K	Sep 30, 14	-3.40K	0.01%
UBS AG	1.26K	Sep 30, 14	+42	0.00%
1919 Investment Counsel, LLC	250	Sep 30, 14	--	0.00%
F&C Asset Management plc	22.21K	Mar 31, 14	-1.20K	0.01%
STIFEL NICOLAUS & CO INC \MO\	339	Sep 30, 13	-64	0.00%
KNIGHT CAPITAL GROUP LLC	636	Jun 30, 13	+204	0.00%
MANULIFE INVESTMENT MANAGEMENT (US) LLC	25.27K	Mar 31, 13	+25.27K	0.01%
First Allied Securities, Inc.	13	Jun 30, 12	--	0.00%
VALUE LINE INC	350	Sep 30, 10	--	0.00%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	1.58K	Jun 30, 10	-1.26K	0.00%

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Holder

Date

Change

% Held

Verition Fund Management LLC

6.39M

Mar 31, 26

+6.39M

3.13%

Russell Investments Group, Ltd.

4.90M

Mar 31, 26

+1.26M

2.40%

VOYA INVESTMENT MANAGEMENT LLC

568.49K

Mar 31, 26

-42.96K

0.28%

BlackRock, Inc.

293.17K

Mar 31, 26

-43

0.14%

FIRST TRUST ADVISORS LP

158.56K

Mar 31, 26

-200

0.08%

ADVENT CAPITAL MANAGEMENT /DE/

148.22K

Mar 31, 26

-9.38K

0.07%

VICTORY CAPITAL MANAGEMENT INC

68.50K

Mar 31, 26

+515

0.03%

STONEBRIDGE ADVISORS LLC

61.66K

Mar 31, 26

-188.76K

0.03%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

57.54K

Mar 31, 26

+94

0.03%

Allianz Asset Management GmbH

53.94K

Mar 31, 26

0.03%

STATE STREET CORP

50.26K

Mar 31, 26

-3.80K

0.02%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

46.93K

Mar 31, 26

-175

0.02%

MORGAN STANLEY

46.47K

Mar 31, 26

-427

0.02%

Nuveen, LLC

46.32K

Mar 31, 26

-42

0.02%

Invesco Ltd.

45.92K

Mar 31, 26

+70

0.02%

FMR LLC

42.84K

Mar 31, 26

0.02%

WELLINGTON MANAGEMENT GROUP LLP

35.93K

Mar 31, 26

-835

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

29.93K

Mar 31, 26

+2.00K

0.01%

BANK OF AMERICA CORP /DE/

28.85K

Mar 31, 26

-185

0.01%

First Eagle Investment Management, LLC

25.74K

Mar 31, 26

0.01%

Colony Group, LLC

25.03K

Mar 31, 26

+4.98K

0.01%

ROYAL BANK OF CANADA

18.96K

Mar 31, 26

+1.19K

0.01%

SSI INVESTMENT MANAGEMENT LLC

18.43K

Mar 31, 26

+60

0.01%

RATIONAL ADVISORS LLC

16.40K

Mar 31, 26

+8.20K

0.01%

MACKAY SHIELDS LLC

14.76K

Mar 31, 26

-10

0.01%

PIER 88 INVESTMENT PARTNERS LLC

13.58K

Mar 31, 26

-402

0.01%

NEW ENGLAND ASSET MANAGEMENT INC

13.28K

Mar 31, 26

0.01%

Galvin, Gaustad & Stein, LLC

12.99K

Mar 31, 26

-804

0.01%

KCM INVESTMENT ADVISORS LLC

11.12K

Mar 31, 26

-460

0.01%

COHEN & STEERS, INC.

9.39K

Mar 31, 26

0.00%

Stratos Wealth Partners, LTD.

9.36K

Mar 31, 26

+344

0.00%

STIFEL FINANCIAL CORP

9.27K

Mar 31, 26

+299

0.00%

UBS Group AG

8.94K

Mar 31, 26

+1.49K

0.00%

CRAWFORD INVESTMENT COUNSEL INC

8.50K

Mar 31, 26

+65

0.00%

RB Capital Management, LLC

8.25K

Mar 31, 26

+108

0.00%

RAYMOND JAMES FINANCIAL INC

8.22K

Mar 31, 26

-141

0.00%

LPL Financial LLC

8.11K

Mar 31, 26

+444

0.00%

ALLIANCEBERNSTEIN L.P.

7.78K

Mar 31, 26

-105

0.00%

PALISADE CAPITAL MANAGEMENT, LP

7.60K

Mar 31, 26

-739

0.00%

CONNING INC.

7.49K

Mar 31, 26

+1.43K

0.00%

FIRST MANHATTAN CO. LLC.

7.40K

Mar 31, 26

+33

0.00%

LORD, ABBETT & CO. LLC

7.08K

Mar 31, 26

+75

0.00%

Kestra Advisory Services, LLC

6.69K

Mar 31, 26

+19

0.00%

Phraction Management LLC

6.44K

Mar 31, 26

+1.34K

0.00%

Penn Mutual Asset Management, LLC

6.00K

Mar 31, 26

0.00%

Baird Financial Group, Inc.

5.84K

Mar 31, 26

+117

0.00%

WHALEROCK POINT PARTNERS, LLC

5.13K

Mar 31, 26

+900

0.00%

FRANKLIN RESOURCES INC

5.01K

Mar 31, 26

0.00%

Hudson Capital Management LLC

4.98K

Mar 31, 26

+166

0.00%

WELLS FARGO & COMPANY/MN

4.62K

Mar 31, 26

+98

0.00%

Laffer Tengler Investments

4.43K

Mar 31, 26

+1.13K

0.00%

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

4.16K

Mar 31, 26

+146

0.00%

Mariner, LLC

3.83K

Mar 31, 26

-26

0.00%

Ameritas Advisory Services, LLC

3.80K

Mar 31, 26

-27

0.00%

COMMONWEALTH EQUITY SERVICES, LLC

3.60K

Mar 31, 26

-83

0.00%

GOLDMAN SACHS GROUP INC

3.55K

Mar 31, 26

+274

0.00%

NORRIS PERNE & FRENCH LLP/MI

3.52K

Mar 31, 26

-257

0.00%

Cambridge Investment Research Advisors, Inc.

3.51K

Mar 31, 26

+50

0.00%

Spectrum Asset Management, Inc.

3.44K

Mar 31, 26

-50

0.00%

JANE STREET GROUP, LLC

3.41K

Mar 31, 26

+3.41K

0.00%

Farther Finance Advisors, LLC

3.38K

Mar 31, 26

+477

0.00%

Seven Springs Wealth Group, LLC

3.35K

Mar 31, 26

+193

0.00%

ENVESTNET ASSET MANAGEMENT INC

3.01K

Mar 31, 26

+102

0.00%

Edgemoor Investment Advisors, Inc.

2.94K

Mar 31, 26

-80

0.00%

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

2.91K

Mar 31, 26

0.00%

AEGON USA Investment Management, LLC

2.87K

Mar 31, 26

0.00%

Keystone Financial Group

2.63K

Mar 31, 26

0.00%

Janney Montgomery Scott LLC

2.57K

Mar 31, 26

+70

0.00%

Neuberger Berman Group LLC

2.56K

Mar 31, 26

+95

0.00%

RMB Capital Management, LLC

2.29K

Mar 31, 26

-224

0.00%

BESSEMER GROUP INC

2.27K

Mar 31, 26

0.00%

CHILTON INVESTMENT CO INC.

2.26K

Mar 31, 26

+140

0.00%

Calamos Advisors LLC

2.06K

Mar 31, 26

-20

0.00%

SUMMITRY LLC

2.06K

Mar 31, 26

-50

0.00%

JRM Investment Counsel, LLC

1.85K

Mar 31, 26

0.00%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.83K

Mar 31, 26

+501

0.00%

ADVISOR GROUP HOLDINGS, INC.

1.80K

Mar 31, 26

-116

0.00%

McHugh Group, LLC

1.58K

Mar 31, 26

-25

0.00%

Spears Abacus Advisors LLC

1.58K

Mar 31, 26

+1.58K

0.00%

NATIONAL BANK OF CANADA /FI/

1.56K

Mar 31, 26

0.00%

SCHRODER INVESTMENT MANAGEMENT GROUP

1.53K

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

1.49K

Mar 31, 26

0.00%

MONTAG A & ASSOCIATES INC

1.45K

Mar 31, 26

-400

0.00%

TRUIST FINANCIAL CORP

1.44K

Mar 31, 26

-2.19K

0.00%

Bowie Capital Management, LLC

1.40K

Mar 31, 26

+200

0.00%

Magnus Financial Group LLC

1.36K

Mar 31, 26

-155

0.00%

JT Stratford LLC

1.33K

Mar 31, 26

-125

0.00%

AGF MANAGEMENT LTD

1.30K

Mar 31, 26

0.00%

SEI INVESTMENTS CO

1.27K

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

1.25K

Mar 31, 26

0.00%

Apella Capital, LLC

1.23K

Mar 31, 26

+1.23K

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

1.22K

Mar 31, 26

+75

0.00%

Sanctuary Advisors, LLC

1.21K

Mar 31, 26

+57

0.00%

WITTENBERG INVESTMENT MANAGEMENT, INC.

1.16K

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

1.13K

Mar 31, 26

+590

0.00%

Cerity Partners LLC

1.11K

Mar 31, 26

-52

0.00%

Asset Allocation & Management Company, LLC

1.10K

Mar 31, 26

0.00%

CAMDEN ASSET MANAGEMENT L P /CA

1.05K

Mar 31, 26

-35.95K

0.00%

D.A. DAVIDSON & CO.

1.04K

Mar 31, 26

-17

0.00%

BLAIR WILLIAM & CO/IL

1.02K

Mar 31, 26

+31

0.00%

MARATHON CAPITAL MANAGEMENT

1.01K

Mar 31, 26

-20

0.00%

BARCLAYS PLC

975

Mar 31, 26

+975

0.00%

Paradigm Capital Management, LLC/NV

951

Mar 31, 26

-10

0.00%

LexAurum Advisors, LLC

949

Mar 31, 26

+949

0.00%

Patriot Financial Group Insurance Agency, LLC

922

Mar 31, 26

+461

0.00%

WHITTIER TRUST CO

914

Mar 31, 26

+426

0.00%

US BANCORP \DE\

905

Mar 31, 26

0.00%

Cove Private Wealth, LLC

884

Mar 31, 26

0.00%

RITHOLTZ WEALTH MANAGEMENT

860

Mar 31, 26

-28

0.00%

MeadowBrook Investment Advisors LLC

853

Mar 31, 26

+67

0.00%

KELLY LAWRENCE W & ASSOCIATES INC/CA

845

Mar 31, 26

-42

0.00%

Central Pacific Bank - Trust Division

843

Mar 31, 26

0.00%

CI Private Wealth, LLC

823

Mar 31, 26

-1.54K

0.00%

INCOME RESEARCH & MANAGEMENT

803

Mar 31, 26

0.00%

FIRST FOUNDATION ADVISORS

795

Mar 31, 26

+22

0.00%

FOUNDERS CAPITAL MANAGEMENT, LLC

741

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

736

Mar 31, 26

-10

0.00%

Seelaus Asset Management LLC

731

Mar 31, 26

0.00%

Allworth Financial LP

729

Mar 31, 26

+396

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

724

Mar 31, 26

0.00%

Coordinated Financial Services, Inc.

720

Mar 31, 26

+10

0.00%

Cetera Investment Advisers

672

Mar 31, 26

-51

0.00%

BOS Asset Management, LLC

658

Mar 31, 26

0.00%

Aristotle Capital Management, LLC

650

Mar 31, 26

0.00%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

645

Mar 31, 26

0.00%

Van Hulzen Asset Management, LLC

642

Mar 31, 26

-2

0.00%

HRT FINANCIAL LP

633

Mar 31, 26

-42

0.00%

Benson Investment Management Company, Inc.

615

Mar 31, 26

-345

0.00%

EWA, LLC

601

Mar 31, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

598

Mar 31, 26

+149

0.00%

ISLAY CAPITAL MANAGEMENT, LLC

595

Mar 31, 26

0.00%

Apollon Financial, LLC

588

Mar 31, 26

-89

0.00%

CHILTON CAPITAL MANAGEMENT LLC

571

Mar 31, 26

-5

0.00%

Venator Management LLC

550

Mar 31, 26

+100

0.00%

Stratos Wealth Advisors, LLC

550

Mar 31, 26

-14

0.00%

CWM, LLC

544

Mar 31, 26

-2

0.00%

Independent Wealth Network Inc.

542

Mar 31, 26

0.00%

Chicago Partners Investment Group LLC

521

Mar 31, 26

-109

0.00%

Pathway Financial Advisers, LLC

505

Mar 31, 26

-3

0.00%

BEARING POINT CAPITAL, LLC

498

Mar 31, 26

0.00%

Arkadios Wealth Advisors

475

Mar 31, 26

-1.14K

0.00%

AMERIPRISE FINANCIAL INC

474

Mar 31, 26

-147

0.00%

SEARLE & CO.

469

Mar 31, 26

+469

0.00%

INGALLS & SNYDER LLC

456

Mar 31, 26

-3

0.00%

CAPTRUST FINANCIAL ADVISORS

446

Mar 31, 26

-41

0.00%

Marathon Trading Investment Management LLC

444

Mar 31, 26

0.00%

Pekin Hardy Strauss, Inc.

429

Mar 31, 26

0.00%

Resources Investment Advisors, LLC.

412

Mar 31, 26

0.00%

WoodTrust Financial Corp

400

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

395

Mar 31, 26

+335

0.00%

Creative Planning

384

Mar 31, 26

0.00%

Black Swift Group, LLC

370

Mar 31, 26

0.00%

F/M Investments LLC

362

Mar 31, 26

-18

0.00%

Oxbow Advisors, LLC

357

Mar 31, 26

-7

0.00%

Cresset Asset Management, LLC

352

Mar 31, 26

0.00%

IEQ CAPITAL, LLC

350

Mar 31, 26

+73

0.00%

NewEdge Wealth, LLC

343

Mar 31, 26

-222

0.00%

Aull & Monroe Investment Management Corp

337

Mar 31, 26

+34

0.00%

WEDBUSH SECURITIES INC

323

Mar 31, 26

-149

0.00%

BROWN ADVISORY INC

321

Mar 31, 26

+36

0.00%

Vestmark Advisory Solutions, Inc.

318

Mar 31, 26

-222

0.00%

Dorsey & Whitney Trust CO LLC

314

Mar 31, 26

-12

0.00%

Westshore Wealth, LLC

306

Mar 31, 26

-11

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

300

Mar 31, 26

+300

0.00%

Thrive Wealth Management, LLC

299

Mar 31, 26

0.00%

Newman Dignan & Sheerar, Inc.

297

Mar 31, 26

0.00%

Kovack Advisors, Inc.

291

Mar 31, 26

-17

0.00%

Independent Advisor Alliance

287

Mar 31, 26

0.00%

RDA Financial Network

287

Mar 31, 26

+67

0.00%

GABELLI & Co INVESTMENT ADVISERS, INC.

275

Mar 31, 26

0.00%

SCOTIA CAPITAL INC.

270

Mar 31, 26

0.00%

WFA of San Diego, LLC

267

Mar 31, 26

-8

0.00%

SCS Capital Management LLC

265

Mar 31, 26

-24

0.00%

SMITH, MOORE & CO.

265

Mar 31, 26

-10

0.00%

Marex Group plc

262

Mar 31, 26

+262

0.00%

Belpointe Asset Management LLC

257

Mar 31, 26

+24

0.00%

Bank of Marin

254

Mar 31, 26

+25

0.00%

Evanson Asset Management, LLC

250

Mar 31, 26

0.00%

PFG Investments, LLC

250

Mar 31, 26

0.00%

Valeo Financial Advisors, LLC

245

Mar 31, 26

+10

0.00%

LAZARD ASSET MANAGEMENT LLC

241

Mar 31, 26

+96

0.00%

Crew Capital Management, Ltd.

235

Mar 31, 26

0.00%

SAX WEALTH ADVISORS, LLC

227

Mar 31, 26

0.00%

Pensionmark Financial Group, LLC

227

Mar 31, 26

-6

0.00%

OBERWEIS ASSET MANAGEMENT INC/

225

Mar 31, 26

0.00%

ZAZOVE ASSOCIATES LLC

220

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

218

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

218

Mar 31, 26

0.00%

Steward Partners Investment Advisory, LLC

212

Mar 31, 26

0.00%

HB Wealth Management, LLC

206

Mar 31, 26

0.00%

Ground Swell Capital, LLC

193

Mar 31, 26

+193

0.00%

CHOREO, LLC

193

Mar 31, 26

0.00%

Global Trust Asset Management, LLC

190

Mar 31, 26

0.00%

Wealthcare Advisory Partners LLC

188

Mar 31, 26

0.00%

INKWELL CAPITAL LLC

187

Mar 31, 26

-8

0.00%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

185

Mar 31, 26

+20

0.00%

BANK OF MONTREAL /CAN/

182

Mar 31, 26

-23

0.00%

MERCER GLOBAL ADVISORS INC /ADV

181

Mar 31, 26

+181

0.00%

BROWN BROTHERS HARRIMAN & CO

150

Mar 31, 26

0.00%

AlphaCore Capital LLC

147

Mar 31, 26

-34

0.00%

Hamilton Point Investment Advisors, LLC

135

Mar 31, 26

0.00%

MAI Capital Management

122

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

118

Mar 31, 26

+118

0.00%

Ulland Investment Advisors, LLC

102

Mar 31, 26

0.00%

Powell Investment Advisors, LLC

100

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

Mar 31, 26

0.00%

IMA Wealth, Inc.

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

+16

0.00%

Virtus ETF Advisers LLC

Mar 31, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

Mar 31, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

Mar 31, 26

+42

0.00%

Quent Capital, LLC

Mar 31, 26

0.00%

IFP Advisors, Inc

Mar 31, 26

-40

0.00%

Colonial Trust Advisors

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

Mar 31, 26

+32

0.00%

UNION SAVINGS BANK

Mar 31, 26

0.00%

Advisory Services Network, LLC

Mar 31, 26

+27

0.00%

Grove Bank & Trust

Mar 31, 26

0.00%

ALBION FINANCIAL GROUP /UT

Mar 31, 26

0.00%

Kimelman & Baird, LLC

Mar 31, 26

0.00%

PROSPERITY BANCSHARES INC

Mar 31, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

Mar 31, 26

0.00%

Western Wealth Management, LLC

Mar 31, 26

+19

0.00%

CITIGROUP INC

Mar 31, 26

+10

0.00%

NewEdge Advisors, LLC

Mar 31, 26

-73

0.00%

MATHER GROUP, LLC.

Mar 31, 26

+16

0.00%

GGM Financials LLC

Mar 31, 26

0.00%

AE Wealth Management LLC

Mar 31, 26

0.00%

McIlrath & Eck, LLC

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

Mar 31, 26

0.00%

ABOUND FINANCIAL, LLC

Mar 31, 26

0.00%

Parallel Advisors, LLC

Mar 31, 26

-10

0.00%

HOWE & RUSLING INC

Mar 31, 26

0.00%

GLENMEDE TRUST CO NA

Mar 31, 26

0.00%

Rossby Financial, LCC

Mar 31, 26

0.00%

Activest Wealth Management

Mar 31, 26

0.00%

GHP Investment Advisors, Inc.

Mar 31, 26

0.00%

Family Management Corp

Mar 31, 26

0.00%

Center for Financial Planning, Inc.

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

0.00%

American Capital Advisory, LLC

Mar 31, 26

0.00%

Jackson Hole Capital Partners, LLC

Mar 31, 26

0.00%

Mascoma Wealth Management LLC

Mar 31, 26

0.00%

Spire Wealth Management

Mar 31, 26

0.00%

North Star Investment Management Corp.

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

0.00%

HSBC HOLDINGS PLC

Mar 31, 26

-3.68K

OPPENHEIMER ASSET MANAGEMENT INC.

Mar 31, 26

-174

Financial Freedom, LLC

Mar 31, 26

-5

NBC SECURITIES, INC.

Mar 31, 26

-28

Modus Advisors, LLC

Mar 31, 26

-21

BAILARD, INC.

Mar 31, 26

-235

CoreCap Advisors, LLC

Mar 31, 26

-2

NEW YORK STATE COMMON RETIREMENT FUND

Mar 31, 26

-6.32K

Riverview Trust Co

Mar 31, 26

-167

CHESAPEAKE ASSET MANAGEMENT LLC

Mar 31, 26

-85

ICON ADVISERS INC/CO

Mar 31, 26

-1.91K

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-393

StoneX Group Inc.

Mar 31, 26

-951

IFG Advisory, LLC

Mar 31, 26

-218

NBT BANK N A /NY

Mar 31, 26

-93

Asset Dedication, LLC

Mar 31, 26

-3

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-8

LM Advisors LLC

4.21K

Dec 31, 25

+757

0.00%

CIBC Private Wealth Group, LLC

1.94K

Dec 31, 25

0.00%

Bowman & Co S.C.

579

Dec 31, 25

0.00%

COMERICA BANK

296

Dec 31, 25

-64

0.00%

Global Retirement Partners, LLC

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-40

Western Asset Management Company, LLC

4.96K

Sep 30, 25

0.00%

Cove Street Capital, LLC

115

Sep 30, 25

0.00%

Glenmede Investment Management, LP

Sep 30, 25

0.00%

PINNACLE FINANCIAL PARTNERS INC

Sep 30, 25

-3

Financial Advocates Investment Management

Sep 30, 25

-178

SCHNIEDERS CAPITAL MANAGEMENT LLC

1.03K

Jun 30, 25

0.00%

Graypoint LLC

997

Jun 30, 25

-77

0.00%

Wambolt & Associates, LLC

480

Jun 30, 25

0.00%

Congress Wealth Management LLC / DE /

469

Jun 30, 25

0.00%

First Horizon Advisors, Inc.

250

Jun 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

206

Jun 30, 25

0.00%

Coordinated Financial Services, Inc./CO

642

Mar 31, 25

+642

0.00%

Marcum Wealth, LLC

526

Mar 31, 25

0.00%

Edge Capital Group, LLC

220.71K

Dec 31, 24

+220.71K

0.11%

Nuveen Asset Management, LLC

46.62K

Dec 31, 24

-38

0.02%

Fernwood Investment Management, LLC

469

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-2

RAYMOND JAMES & ASSOCIATES

7.68K

Sep 30, 24

+95

0.00%

Raymond James Financial Services Advisors, Inc.

1.47K

Sep 30, 24

+14

0.00%

Planning Capital Management Corp

Sep 30, 24

0.00%

BlackRock Inc.

285.49K

Jun 30, 24

-5.96K

0.14%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-3.44K

BUCKINGHAM STRATEGIC WEALTH, LLC

Jun 30, 24

-631

Cetera Advisors LLC

354

Mar 31, 24

+41

0.00%

Simplicity Solutions, LLC

200

Dec 31, 23

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

Dec 31, 22

0.00%

Cribstone Capital Management, LLC

Dec 31, 22

0.00%

EATON VANCE MANAGEMENT

7.08K

Sep 30, 22

-25.67K

0.00%

Jefferies Group LLC

1.97K

Sep 30, 22

0.00%

Surevest, LLC

1.72K

Sep 30, 22

+85

0.00%

Covington Capital Management

Sep 30, 22

0.00%

FourThought Financial, LLC

Sep 30, 22

-6

0.00%

American Portfolios Advisors

Sep 30, 22

0.00%

Cordasco Financial Network

185

Jun 30, 22

+185

0.00%

HC FINANCIAL ADVISORS INC

Jun 30, 22

0.00%

Meristem Family Wealth, LLC

270

Mar 31, 22

-49

0.00%

PALLADIUM PARTNERS LLC

Mar 31, 22

-150

Arbor Wealth Management, LLC

1.10K

Dec 31, 21

+1.10K

0.00%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

+20

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

Dec 31, 20

0.00%

NWQ INVESTMENT MANAGEMENT COMPANY, LLC

46.84K

Sep 30, 20

+11.64K

0.02%

IBERIABANK CORP

250

Jun 30, 20

0.00%

Squar Milner Financial Services LLC

Mar 31, 20

0.00%

Advisor Group, Inc.

1.00K

Dec 31, 19

-69

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

454

Dec 31, 19

-36

0.00%

Planning Solutions Group LLC

182

Jun 30, 19

0.00%

HL FINANCIAL SERVICES LLC

1.83K

Mar 31, 19

+230

0.00%

AMICA PENSION FUND BOARD OF TRUSTEES

538

Dec 31, 18

+538

0.00%

FLAHERTY & CRUMRINE INC

4.95K

Sep 30, 18

0.00%

PENN MUTUAL LIFE INSURANCE CO

6.00K

Jun 30, 18

0.00%

Global X Management CO LLC

2.77K

Jun 30, 18

-4.43K

0.00%

ASSET ADVISORS CORP

Jun 30, 18

+50

0.00%

Claren Road Asset Management, LLC

Sep 30, 17

-2.00K

Commonwealth Equity Services, Inc

1.26K

Jun 30, 17

+35

0.00%

Virtu KCG Holdings LLC

336

Jun 30, 17

+336

0.00%

Windsor Financial Group, LLC

230

Jun 30, 17

0.00%

WFG Advisors, LP

Jun 30, 17

0.00%

Algebris Investments (UK) LLP

15.30K

Mar 31, 17

+11.30K

0.01%

BlackRock Fund Advisors

407.86K

Dec 31, 16

-4.14K

0.20%

BLACKROCK ADVISORS LLC

17.90K

Dec 31, 16

-741

0.01%

BlackRock Group LTD

6.34K

Dec 31, 16

-591

0.00%

BlackRock Investment Management, LLC

2.19K

Dec 31, 16

-141

0.00%

BlackRock Institutional Trust Company, N.A.

636

Dec 31, 16

0.00%

Emerald Acquisition Ltd.

4.94K

Sep 30, 16

-490

0.00%

SOCIETE GENERALE

6.39K

Jun 30, 16

+6.39K

0.00%

VSR Financial Services, Inc.

226

Jun 30, 16

+39

0.00%

RUSSELL FRANK CO/

4.16K

Mar 31, 16

+555

0.00%

DINSMORE CAPITAL MANAGEMENT CO/NJ

2.50K

Sep 30, 15

0.00%

MANAGED ACCOUNT ADVISORS LLC

7.37K

Jun 30, 15

-288

0.00%

COHEN & STEERS CAPITAL MANAGEMENT INC

9.06K

Mar 31, 15

+9.06K

0.00%

STANCORP INVESTMENT ADVISERS INC

Mar 31, 15

0.00%

NEW ENGLAND SECURITIES CORP /MA/

Dec 31, 14

0.00%

Gary Goldberg Planning Services Inc

Dec 31, 14

0.00%

SEI TRUST CO

29.24K

Sep 30, 14

-3.40K

0.01%

UBS AG

1.26K

Sep 30, 14

+42

0.00%

1919 Investment Counsel, LLC

250

Sep 30, 14

0.00%

F&C Asset Management plc

22.21K

Mar 31, 14

-1.20K

0.01%

STIFEL NICOLAUS & CO INC \MO\

339

Sep 30, 13

-64

0.00%

KNIGHT CAPITAL GROUP LLC

636

Jun 30, 13

+204

0.00%

MANULIFE INVESTMENT MANAGEMENT (US) LLC

25.27K

Mar 31, 13

+25.27K

0.01%

First Allied Securities, Inc.

Jun 30, 12

0.00%

VALUE LINE INC

350

Sep 30, 10

0.00%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

1.58K

Jun 30, 10

-1.26K

0.00%