WFC-PL(WFC-PL)
WFC-PL
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| STONEBRIDGE ADVISORS LLC | 61.66K | Mar 31, 26 | -188.76K | 0.03% |
| Nuveen, LLC | 46.32K | Mar 31, 26 | -42 | 0.02% |
| MACKAY SHIELDS LLC | 14.76K | Mar 31, 26 | -10 | 0.01% |
| Stratos Wealth Partners, LTD. | 9.36K | Mar 31, 26 | +344 | 0.00% |
| CONNING INC. | 7.49K | Mar 31, 26 | +1.43K | 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% |
| Hudson Capital Management LLC | 4.98K | Mar 31, 26 | +166 | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.60K | Mar 31, 26 | -83 | 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% |
| Farther Finance Advisors, LLC | 3.38K | Mar 31, 26 | +477 | 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% |
| Janney Montgomery Scott LLC | 2.57K | Mar 31, 26 | +70 | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.83K | Mar 31, 26 | +501 | 0.00% |
| McHugh Group, LLC | 1.58K | Mar 31, 26 | -25 | 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% |
| Magnus Financial Group LLC | 1.36K | Mar 31, 26 | -155 | 0.00% |
| Apella Capital, LLC | 1.23K | Mar 31, 26 | +1.23K | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 1.13K | Mar 31, 26 | +590 | 0.00% |
| Asset Allocation & Management Company, LLC | 1.10K | Mar 31, 26 | -- | 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% |
| RITHOLTZ WEALTH MANAGEMENT | 860 | Mar 31, 26 | -28 | 0.00% |
| MeadowBrook Investment Advisors LLC | 853 | Mar 31, 26 | +67 | 0.00% |
| Central Pacific Bank - Trust Division | 843 | Mar 31, 26 | -- | 0.00% |
| INCOME RESEARCH & MANAGEMENT | 803 | Mar 31, 26 | -- | 0.00% |
| FOUNDERS CAPITAL MANAGEMENT, LLC | 741 | Mar 31, 26 | -- | 0.00% |
| Seelaus Asset Management LLC | 731 | Mar 31, 26 | -- | 0.00% |
| BOS Asset Management, LLC | 658 | Mar 31, 26 | -- | 0.00% |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 645 | Mar 31, 26 | -- | 0.00% |
| Benson Investment Management Company, Inc. | 615 | Mar 31, 26 | -345 | 0.00% |
| EWA, LLC | 601 | Mar 31, 26 | -- | 0.00% |
| Apollon Financial, LLC | 588 | Mar 31, 26 | -89 | 0.00% |
| Stratos Wealth Advisors, LLC | 550 | Mar 31, 26 | -14 | 0.00% |
| Independent Wealth Network Inc. | 542 | Mar 31, 26 | +7 | 0.00% |
| Pathway Financial Advisers, LLC | 505 | Mar 31, 26 | -3 | 0.00% |
| Black Swift Group, LLC | 370 | Mar 31, 26 | -- | 0.00% |
| Oxbow Advisors, LLC | 357 | Mar 31, 26 | -7 | 0.00% |
| Aull & Monroe Investment Management Corp | 337 | Mar 31, 26 | +34 | 0.00% |
| WEDBUSH SECURITIES INC | 323 | Mar 31, 26 | -149 | 0.00% |
| Thrive Wealth Management, LLC | 299 | Mar 31, 26 | -- | 0.00% |
| Newman Dignan & Sheerar, Inc. | 297 | Mar 31, 26 | +3 | 0.00% |
| RDA Financial Network | 287 | Mar 31, 26 | +67 | 0.00% |
| Belpointe Asset Management LLC | 257 | Mar 31, 26 | +24 | 0.00% |
| Evanson Asset Management, LLC | 250 | Mar 31, 26 | -- | 0.00% |
| PFG Investments, LLC | 250 | Mar 31, 26 | -- | 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% |
| First County Bank /CT/ | 225 | Mar 31, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 218 | 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% |
| Global Trust Asset Management, LLC | 190 | Mar 31, 26 | -- | 0.00% |
| Wealthcare Advisory Partners LLC | 188 | Mar 31, 26 | -- | 0.00% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 185 | Mar 31, 26 | +20 | 0.00% |
| Ulland Investment Advisors, LLC | 102 | Mar 31, 26 | -- | 0.00% |
| Powell Investment Advisors, LLC | 100 | Mar 31, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 91 | 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% |
| UNION SAVINGS BANK | 32 | Mar 31, 26 | -- | 0.00% |
| Grove Bank & Trust | 25 | Mar 31, 26 | -- | 0.00% |
| ALBION FINANCIAL GROUP /UT | 25 | Mar 31, 26 | -- | 0.00% |
| MATHER GROUP, LLC. | 16 | Mar 31, 26 | +16 | 0.00% |
| Noble Wealth Management PBC | 12 | Mar 31, 26 | +12 | 0.00% |
| HOWE & RUSLING INC | 10 | Mar 31, 26 | -- | 0.00% |
| Activest Wealth Management | 7 | Mar 31, 26 | -- | 0.00% |
| GHP Investment Advisors, Inc. | 6 | Mar 31, 26 | -- | 0.00% |
| American Capital Advisory, 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% |
| Financial Freedom, LLC | -- | Mar 31, 26 | -5 | -- |
| NBT BANK N A /NY | -- | Mar 31, 26 | -93 | -- |
| NBC SECURITIES, INC. | -- | Mar 31, 26 | -28 | -- |
| OPPENHEIMER ASSET MANAGEMENT INC. | -- | Mar 31, 26 | -174 | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -8 | -- |
| CoreCap Advisors, LLC | -- | Mar 31, 26 | -2 | -- |
| HSBC HOLDINGS PLC | -- | Mar 31, 26 | -3.68K | -- |
| Russell Investments Group, Ltd. | 3.64M | Dec 31, 25 | -- | 1.78% |
| VOYA INVESTMENT MANAGEMENT LLC | 611.45K | Dec 31, 25 | +20.71K | 0.30% |
| BlackRock, Inc. | 293.22K | Dec 31, 25 | +1.50K | 0.14% |
| FIRST TRUST ADVISORS LP | 158.75K | Dec 31, 25 | -- | 0.08% |
| ADVENT CAPITAL MANAGEMENT /DE/ | 157.60K | Dec 31, 25 | -17.45K | 0.08% |
| VICTORY CAPITAL MANAGEMENT INC | 67.99K | Dec 31, 25 | -1.80K | 0.03% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 57.45K | Dec 31, 25 | -180 | 0.03% |
| STATE STREET CORP | 54.06K | Dec 31, 25 | -356 | 0.03% |
| Allianz Asset Management GmbH | 53.94K | Dec 31, 25 | -- | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 47.10K | Dec 31, 25 | -4.25K | 0.02% |
| MORGAN STANLEY | 46.90K | Dec 31, 25 | -1.31K | 0.02% |
| Nuveen, LLC | 46.36K | Dec 31, 25 | +37 | 0.02% |
| Invesco Ltd. | 45.85K | Dec 31, 25 | -15.84K | 0.02% |
| FMR LLC | 42.84K | Dec 31, 25 | -- | 0.02% |
| CAMDEN ASSET MANAGEMENT L P /CA | 37.01K | Dec 31, 25 | +8.71K | 0.02% |
| WELLINGTON MANAGEMENT GROUP LLP | 36.77K | Dec 31, 25 | +610 | 0.02% |
| BANK OF AMERICA CORP /DE/ | 29.04K | Dec 31, 25 | -1.54K | 0.01% |
| THRIVENT FINANCIAL FOR LUTHERANS | 27.93K | Dec 31, 25 | +777 | 0.01% |
| First Eagle Investment Management, LLC | 25.74K | Dec 31, 25 | +5.05K | 0.01% |
| Colony Group, LLC | 20.05K | Dec 31, 25 | +1.98K | 0.01% |
| SSI INVESTMENT MANAGEMENT LLC | 18.37K | Dec 31, 25 | +361 | 0.01% |
| ROYAL BANK OF CANADA | 17.77K | Dec 31, 25 | -652 | 0.01% |
| PIER 88 INVESTMENT PARTNERS LLC | 13.98K | Dec 31, 25 | -7.70K | 0.01% |
| Galvin, Gaustad & Stein, LLC | 13.79K | Dec 31, 25 | +359 | 0.01% |
| NEW ENGLAND ASSET MANAGEMENT INC | 13.28K | Dec 31, 25 | -- | 0.01% |
| KCM INVESTMENT ADVISORS LLC | 11.58K | Dec 31, 25 | -154 | 0.01% |
| COHEN & STEERS, INC. | 9.39K | Dec 31, 25 | -- | 0.00% |
| STIFEL FINANCIAL CORP | 8.97K | Dec 31, 25 | +521 | 0.00% |
| CRAWFORD INVESTMENT COUNSEL INC | 8.43K | Dec 31, 25 | +535 | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 8.36K | Dec 31, 25 | -21 | 0.00% |
| PALISADE CAPITAL MANAGEMENT, LP | 8.34K | Dec 31, 25 | -451 | 0.00% |
| RATIONAL ADVISORS LLC | 8.20K | Dec 31, 25 | -- | 0.00% |
| RB Capital Management, LLC | 8.14K | Dec 31, 25 | -- | 0.00% |
| ALLIANCEBERNSTEIN L.P. | 7.89K | Dec 31, 25 | -356 | 0.00% |
| LPL Financial LLC | 7.66K | Dec 31, 25 | +372 | 0.00% |
| UBS Group AG | 7.45K | Dec 31, 25 | +585 | 0.00% |
| FIRST MANHATTAN CO. LLC. | 7.37K | Dec 31, 25 | -75 | 0.00% |
| LORD, ABBETT & CO. LLC | 7.01K | Dec 31, 25 | -325 | 0.00% |
| NEW YORK STATE COMMON RETIREMENT FUND | 6.32K | Dec 31, 25 | -6.75K | 0.00% |
| CONNING INC. | 6.07K | Dec 31, 25 | -- | 0.00% |
| Penn Mutual Asset Management, LLC | 6.00K | Dec 31, 25 | -- | 0.00% |
| Baird Financial Group, Inc. | 5.73K | Dec 31, 25 | +350 | 0.00% |
| FRANKLIN RESOURCES INC | 5.01K | Dec 31, 25 | +4.96K | 0.00% |
| WELLS FARGO & COMPANY/MN | 4.52K | Dec 31, 25 | -132 | 0.00% |
| WHALEROCK POINT PARTNERS, LLC | 4.24K | Dec 31, 25 | +4.24K | 0.00% |
| LM Advisors LLC | 4.21K | Dec 31, 25 | +757 | 0.00% |
| Mariner, LLC | 3.85K | Dec 31, 25 | +56 | 0.00% |
| Ameritas Advisory Services, LLC | 3.83K | Dec 31, 25 | +3.47K | 0.00% |
| HSBC HOLDINGS PLC | 3.68K | Dec 31, 25 | +3.68K | 0.00% |
| Spectrum Asset Management, Inc. | 3.49K | Dec 31, 25 | -- | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 3.46K | Dec 31, 25 | +48 | 0.00% |
| Laffer Tengler Investments | 3.30K | Dec 31, 25 | -10 | 0.00% |
| GOLDMAN SACHS GROUP INC | 3.28K | Dec 31, 25 | -- | 0.00% |
| Seven Springs Wealth Group, LLC | 3.16K | Dec 31, 25 | +140 | 0.00% |
| Edgemoor Investment Advisors, Inc. | 3.02K | Dec 31, 25 | -17 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 2.91K | Dec 31, 25 | -146 | 0.00% |
| Keystone Financial Group | 2.63K | Dec 31, 25 | +1.28K | 0.00% |
| RMB Capital Management, LLC | 2.52K | Dec 31, 25 | +50 | 0.00% |
| Neuberger Berman Group LLC | 2.46K | Dec 31, 25 | +287 | 0.00% |
| CI Private Wealth, LLC | 2.37K | Dec 31, 25 | -52 | 0.00% |
| BESSEMER GROUP INC | 2.27K | Dec 31, 25 | -- | 0.00% |
| CHILTON INVESTMENT CO INC. | 2.12K | Dec 31, 25 | +915 | 0.00% |
| SUMMITRY LLC | 2.11K | Dec 31, 25 | +115 | 0.00% |
| Calamos Advisors LLC | 2.08K | Dec 31, 25 | -- | 0.00% |
| CIBC Private Wealth Group, LLC | 1.94K | Dec 31, 25 | -- | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 1.92K | Dec 31, 25 | +171 | 0.00% |
| ICON ADVISERS INC/CO | 1.91K | Dec 31, 25 | +448 | 0.00% |
| MONTAG A & ASSOCIATES INC | 1.85K | Dec 31, 25 | -- | 0.00% |
| JRM Investment Counsel, LLC | 1.85K | Dec 31, 25 | -39 | 0.00% |
| Arkadios Wealth Advisors | 1.62K | Dec 31, 25 | +1.62K | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 1.56K | Dec 31, 25 | -40 | 0.00% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.53K | Dec 31, 25 | +487 | 0.00% |
| JT Stratford LLC | 1.45K | Dec 31, 25 | -85 | 0.00% |
| AGF MANAGEMENT LTD | 1.30K | Dec 31, 25 | -- | 0.00% |
| SEI INVESTMENTS CO | 1.26K | Dec 31, 25 | +49 | 0.00% |
| Rockefeller Capital Management L.P. | 1.24K | Dec 31, 25 | +204 | 0.00% |
| Bowie Capital Management, LLC | 1.20K | Dec 31, 25 | -- | 0.00% |
| Cerity Partners LLC | 1.16K | Dec 31, 25 | +997 | 0.00% |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | 1.16K | Dec 31, 25 | -116 | 0.00% |
| Sanctuary Advisors, LLC | 1.16K | Dec 31, 25 | +7 | 0.00% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 1.15K | Dec 31, 25 | +547 | 0.00% |
| D.A. DAVIDSON & CO. | 1.05K | Dec 31, 25 | +29 | 0.00% |
| MARATHON CAPITAL MANAGEMENT | 1.03K | Dec 31, 25 | -13 | 0.00% |
| BLAIR WILLIAM & CO/IL | 985 | Dec 31, 25 | +200 | 0.00% |
| Paradigm Capital Management, LLC/NV | 961 | Dec 31, 25 | -- | 0.00% |
| StoneX Group Inc. | 951 | Dec 31, 25 | +4 | 0.00% |
| US BANCORP \DE\ | 905 | Dec 31, 25 | -5 | 0.00% |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 887 | Dec 31, 25 | -- | 0.00% |
| Cove Private Wealth, LLC | 884 | Dec 31, 25 | -- | 0.00% |
| FIRST FOUNDATION ADVISORS | 773 | Dec 31, 25 | -167 | 0.00% |
| JPMORGAN CHASE & CO | 746 | Dec 31, 25 | -39 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 724 | Dec 31, 25 | +724 | 0.00% |
| Cetera Investment Advisers | 723 | Dec 31, 25 | +59 | 0.00% |
| Coordinated Financial Services, Inc. | 710 | Dec 31, 25 | +55 | 0.00% |
| HRT FINANCIAL LP | 675 | Dec 31, 25 | +235 | 0.00% |
| Aristotle Capital Management, LLC | 650 | Dec 31, 25 | -- | 0.00% |
| Van Hulzen Asset Management, LLC | 644 | Dec 31, 25 | -34 | 0.00% |
| Chicago Partners Investment Group LLC | 630 | Dec 31, 25 | -108 | 0.00% |
| AMERIPRISE FINANCIAL INC | 621 | Dec 31, 25 | -465 | 0.00% |
| ISLAY CAPITAL MANAGEMENT, LLC | 595 | Dec 31, 25 | -40 | 0.00% |
| Bowman & Co S.C. | 579 | Dec 31, 25 | +4 | 0.00% |
| CHILTON CAPITAL MANAGEMENT LLC | 576 | Dec 31, 25 | -45 | 0.00% |
| NewEdge Wealth, LLC | 565 | Dec 31, 25 | -86 | 0.00% |
| CWM, LLC | 546 | Dec 31, 25 | -- | 0.00% |
| Vestmark Advisory Solutions, Inc. | 540 | Dec 31, 25 | -86 | 0.00% |
| BEARING POINT CAPITAL, LLC | 498 | Dec 31, 25 | +33 | 0.00% |
| WHITTIER TRUST CO | 488 | Dec 31, 25 | +151 | 0.00% |
| CAPTRUST FINANCIAL ADVISORS | 487 | Dec 31, 25 | -- | 0.00% |
| INGALLS & SNYDER LLC | 459 | Dec 31, 25 | -- | 0.00% |
| Venator Management LLC | 450 | Dec 31, 25 | +450 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 449 | Dec 31, 25 | +64 | 0.00% |
| Marathon Trading Investment Management LLC | 444 | Dec 31, 25 | -- | 0.00% |
| Pekin Hardy Strauss, Inc. | 429 | Dec 31, 25 | +10 | 0.00% |
| Resources Investment Advisors, LLC. | 412 | Dec 31, 25 | -- | 0.00% |
| WoodTrust Financial Corp | 400 | Dec 31, 25 | +100 | 0.00% |
| TWO SIGMA SECURITIES, LLC | 393 | Dec 31, 25 | +393 | 0.00% |
| F/M Investments LLC | 380 | Dec 31, 25 | -21 | 0.00% |
| Creative Planning | 375 | Dec 31, 25 | -39 | 0.00% |
| Cresset Asset Management, LLC | 352 | Dec 31, 25 | -- | 0.00% |
| Allworth Financial LP | 333 | Dec 31, 25 | -13 | 0.00% |
| Dorsey & Whitney Trust CO LLC | 326 | Dec 31, 25 | +7 | 0.00% |
| Westshore Wealth, LLC | 317 | Dec 31, 25 | +317 | 0.00% |
| Kovack Advisors, Inc. | 308 | Dec 31, 25 | +56 | 0.00% |
| COMERICA BANK | 296 | Dec 31, 25 | -64 | 0.00% |
| SCS Capital Management LLC | 289 | Dec 31, 25 | +24 | 0.00% |
| Independent Advisor Alliance | 287 | Dec 31, 25 | +1 | 0.00% |
| BROWN ADVISORY INC | 285 | Dec 31, 25 | -29 | 0.00% |
| IEQ CAPITAL, LLC | 277 | Dec 31, 25 | -300 | 0.00% |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 275 | Dec 31, 25 | +25 | 0.00% |
| WFA of San Diego, LLC | 275 | Dec 31, 25 | -14 | 0.00% |
| SMITH, MOORE & CO. | 275 | Dec 31, 25 | +20 | 0.00% |
| SCOTIA CAPITAL INC. | 270 | Dec 31, 25 | -183 | 0.00% |
| Valeo Financial Advisors, LLC | 235 | Dec 31, 25 | +20 | 0.00% |
| BAILARD, INC. | 235 | Dec 31, 25 | -- | 0.00% |
| Bank of Marin | 229 | Dec 31, 25 | -30 | 0.00% |
| OBERWEIS ASSET MANAGEMENT INC/ | 225 | Dec 31, 25 | +225 | 0.00% |
| ZAZOVE ASSOCIATES LLC | 220 | Dec 31, 25 | -- | 0.00% |
| IFG Advisory, LLC | 218 | Dec 31, 25 | -- | 0.00% |
| PRIVATE TRUST CO NA | 218 | Dec 31, 25 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 218 | Dec 31, 25 | -28 | 0.00% |
| Steward Partners Investment Advisory, LLC | 207 | Dec 31, 25 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 205 | Dec 31, 25 | +36 | 0.00% |
| INKWELL CAPITAL LLC | 195 | Dec 31, 25 | -- | 0.00% |
| CHOREO, LLC | 192 | Dec 31, 25 | +2 | 0.00% |
| AlphaCore Capital LLC | 181 | Dec 31, 25 | +4 | 0.00% |
| Riverview Trust Co | 167 | Dec 31, 25 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 150 | Dec 31, 25 | -- | 0.00% |
| LAZARD ASSET MANAGEMENT LLC | 145 | Dec 31, 25 | -- | 0.00% |
| Hamilton Point Investment Advisors, LLC | 135 | Dec 31, 25 | +135 | 0.00% |
| MAI Capital Management | 122 | Dec 31, 25 | +77 | 0.00% |
| Federation des caisses Desjardins du Quebec | 93 | Dec 31, 25 | -5 | 0.00% |
| NewEdge Advisors, LLC | 90 | Dec 31, 25 | -3 | 0.00% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 85 | Dec 31, 25 | +85 | 0.00% |
| IMA Wealth, Inc. | 85 | Dec 31, 25 | -- | 0.00% |
| Virtus ETF Advisers LLC | 66 | Dec 31, 25 | -- | 0.00% |
| FIFTH THIRD BANCORP | 60 | Dec 31, 25 | -4 | 0.00% |
| ANGELES WEALTH MANAGEMENT, LLC | 60 | Dec 31, 25 | +60 | 0.00% |
| HUNTINGTON NATIONAL BANK | 58 | Dec 31, 25 | +50 | 0.00% |
| Colonial Trust Advisors | 33 | Dec 31, 25 | -- | 0.00% |
| Kimelman & Baird, LLC | 25 | Dec 31, 25 | -- | 0.00% |
| PROSPERITY BANCSHARES INC | 24 | Dec 31, 25 | +24 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23 | Dec 31, 25 | -10 | 0.00% |
| Modus Advisors, LLC | 21 | Dec 31, 25 | +21 | 0.00% |
| Capital Investment Advisory Services, LLC | 20 | Dec 31, 25 | -- | 0.00% |
| Parallel Advisors, LLC | 20 | Dec 31, 25 | +10 | 0.00% |
| GGM Financials LLC | 12 | Dec 31, 25 | -- | 0.00% |
| AE Wealth Management LLC | 12 | Dec 31, 25 | -- | 0.00% |
| Cornerstone Planning Group LLC | 11 | Dec 31, 25 | -47 | 0.00% |
| McIlrath & Eck, LLC | 11 | Dec 31, 25 | -- | 0.00% |
| ABOUND FINANCIAL, LLC | 10 | Dec 31, 25 | +10 | 0.00% |
| GLENMEDE TRUST CO NA | 10 | Dec 31, 25 | +10 | 0.00% |
| Rossby Financial, LCC | 8 | Dec 31, 25 | -- | 0.00% |
| CITIGROUP INC | 8 | Dec 31, 25 | -6.48K | 0.00% |
| Family Management Corp | 6 | Dec 31, 25 | -4 | 0.00% |
| EverSource Wealth Advisors, LLC | 5 | Dec 31, 25 | -- | 0.00% |
| Center for Financial Planning, Inc. | 5 | Dec 31, 25 | -- | 0.00% |
| Jackson Hole Capital Partners, LLC | 3 | Dec 31, 25 | -- | 0.00% |
| Asset Dedication, LLC | 3 | Dec 31, 25 | -- | 0.00% |
| American Capital Advisory, LLC | 3 | Dec 31, 25 | -- | 0.00% |
| Global Retirement Partners, LLC | 2 | Dec 31, 25 | +2 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 2 | Dec 31, 25 | -- | 0.00% |
| Bridgewealth Advisory Group, LLC | -- | Dec 31, 25 | -185 | -- |
| LOGAN CAPITAL MANAGEMENT INC | -- | Dec 31, 25 | -44 | -- |
| Verition Fund Management LLC | -- | Dec 31, 25 | -5.66M | -- |
| SEARLE & CO. | -- | Dec 31, 25 | -573 | -- |
| CreativeOne Wealth, LLC | -- | Dec 31, 25 | -166 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Dec 31, 25 | -344 | -- |
| DEUTSCHE BANK AG\ | -- | Dec 31, 25 | -19 | -- |
| Kovitz Investment Group Partners, LLC | -- | Dec 31, 25 | -2.07K | -- |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -40 | -- |
| PRINCIPAL SECURITIES, INC. | -- | Dec 31, 25 | -45 | -- |
| Simplicity Wealth,LLC | -- | Dec 31, 25 | -200 | -- |
| Western Asset Management Company, LLC | 4.96K | Sep 30, 25 | -- | 0.00% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 4.02K | Sep 30, 25 | -1.78K | 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% |