WFC-PLWFC-PL
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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Verition Fund Management LLC | 5.66M | Sep 30, 25 | +4.82M | -- |
| Russell Investments Group, Ltd. | 3.64M | Sep 30, 25 | -- | -- |
| VOYA INVESTMENT MANAGEMENT LLC | 590.74K | Sep 30, 25 | +10.04K | -- |
| BlackRock, Inc. | 291.71K | Sep 30, 25 | +3.30K | -- |
| ADVENT CAPITAL MANAGEMENT /DE/ | 175.05K | Sep 30, 25 | -4.96K | -- |
| FIRST TRUST ADVISORS LP | 158.75K | Sep 30, 25 | -- | -- |
| VICTORY CAPITAL MANAGEMENT INC | 69.79K | Sep 30, 25 | -1.89K | -- |
| STONEBRIDGE ADVISORS LLC | 64.60K | Sep 30, 25 | +1.40K | -- |
| Invesco Ltd. | 61.69K | Sep 30, 25 | -- | -- |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 57.63K | Sep 30, 25 | -1.94K | -- |
| STATE STREET CORP | 54.41K | Sep 30, 25 | +1.60K | -- |
| Allianz Asset Management GmbH | 53.94K | Sep 30, 25 | -- | -- |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 51.35K | Sep 30, 25 | +1.64K | -- |
| MORGAN STANLEY | 48.22K | Sep 30, 25 | +1.89K | -- |
| Nuveen, LLC | 46.33K | Sep 30, 25 | -108 | -- |
| FMR LLC | 42.84K | Sep 30, 25 | -5.31K | -- |
| WELLINGTON MANAGEMENT GROUP LLP | 36.16K | Sep 30, 25 | +30.30K | -- |
| BANK OF AMERICA CORP /DE/ | 30.58K | Sep 30, 25 | -163 | -- |
| CAMDEN ASSET MANAGEMENT L P /CA | 28.30K | Sep 30, 25 | -2.95K | -- |
| THRIVENT FINANCIAL FOR LUTHERANS | 27.15K | Sep 30, 25 | -285 | -- |
| PIER 88 INVESTMENT PARTNERS LLC | 21.68K | Sep 30, 25 | +30 | -- |
| First Eagle Investment Management, LLC | 20.69K | Sep 30, 25 | -- | -- |
| ROYAL BANK OF CANADA | 18.42K | Sep 30, 25 | +2.54K | -- |
| Colony Group, LLC | 18.07K | Sep 30, 25 | -176 | -- |
| SSI INVESTMENT MANAGEMENT LLC | 18.01K | Sep 30, 25 | -80 | -- |
| MACKAY SHIELDS LLC | 15.40K | Sep 30, 25 | -375 | -- |
| Galvin, Gaustad & Stein, LLC | 13.44K | Sep 30, 25 | +1.21K | -- |
| NEW ENGLAND ASSET MANAGEMENT INC | 13.28K | Sep 30, 25 | -- | -- |
| NEW YORK STATE COMMON RETIREMENT FUND | 13.06K | Sep 30, 25 | -6.05K | -- |
| KCM INVESTMENT ADVISORS LLC | 11.73K | Sep 30, 25 | +93 | -- |
| COHEN & STEERS, INC. | 9.39K | Sep 30, 25 | -- | -- |
| PALISADE CAPITAL MANAGEMENT, LP | 8.79K | Sep 30, 25 | -38 | -- |
| Stratos Wealth Partners, LTD. | 8.66K | Sep 30, 25 | +91 | -- |
| STIFEL FINANCIAL CORP | 8.45K | Sep 30, 25 | +574 | -- |
| RAYMOND JAMES FINANCIAL INC | 8.38K | Sep 30, 25 | -83 | -- |
| ALLIANCEBERNSTEIN L.P. | 8.24K | Sep 30, 25 | -355 | -- |
| RATIONAL ADVISORS LLC | 8.20K | Sep 30, 25 | -- | -- |
| RB Capital Management, LLC | 8.14K | Sep 30, 25 | +19 | -- |
| CRAWFORD INVESTMENT COUNSEL INC | 7.90K | Sep 30, 25 | -17 | -- |
| FIRST MANHATTAN CO. LLC. | 7.44K | Sep 30, 25 | +45 | -- |
| LORD, ABBETT & CO. LLC | 7.33K | Sep 30, 25 | -265 | -- |
| LPL Financial LLC | 7.29K | Sep 30, 25 | +435 | -- |
| Kestra Advisory Services, LLC | 6.93K | Sep 30, 25 | -3.19K | -- |
| UBS Group AG | 6.87K | Sep 30, 25 | -619 | -- |
| CITIGROUP INC | 6.49K | Sep 30, 25 | +29 | -- |
| CONNING INC. | 6.07K | Sep 30, 25 | -- | -- |
| Penn Mutual Asset Management, LLC | 6.00K | Sep 30, 25 | -- | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | 5.43K | Sep 30, 25 | +106 | -- |
| Baird Financial Group, Inc. | 5.38K | Sep 30, 25 | +108 | -- |
| Western Asset Management Company, LLC | 4.96K | Sep 30, 25 | -- | -- |
| Hudson Capital Management LLC | 4.73K | Sep 30, 25 | +53 | -- |
| Phraction Management LLC | 4.67K | Sep 30, 25 | -- | -- |
| WELLS FARGO & COMPANY/MN | 4.65K | Sep 30, 25 | -134 | -- |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 4.02K | Sep 30, 25 | -1.78K | -- |
| NORRIS PERNE & FRENCH LLP/MI | 3.89K | Sep 30, 25 | -393 | -- |
| Mariner, LLC | 3.80K | Sep 30, 25 | +98 | -- |
| Spectrum Asset Management, Inc. | 3.49K | Sep 30, 25 | -- | -- |
| LM Advisors LLC | 3.46K | Sep 30, 25 | +16 | -- |
| Cambridge Investment Research Advisors, Inc. | 3.41K | Sep 30, 25 | -140 | -- |
| Laffer Tengler Investments | 3.31K | Sep 30, 25 | +10 | -- |
| GOLDMAN SACHS GROUP INC | 3.28K | Sep 30, 25 | -- | -- |
| ENVESTNET ASSET MANAGEMENT INC | 3.06K | Sep 30, 25 | +54 | -- |
| Edgemoor Investment Advisors, Inc. | 3.03K | Sep 30, 25 | -86 | -- |
| Seven Springs Wealth Group, LLC | 3.02K | Sep 30, 25 | +240 | -- |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 3.01K | Sep 30, 25 | -10 | -- |
| AEGON USA Investment Management, LLC | 2.87K | Sep 30, 25 | -200 | -- |
| RMB Capital Management, LLC | 2.46K | Sep 30, 25 | +424 | -- |
| Janney Montgomery Scott LLC | 2.46K | Sep 30, 25 | -10 | -- |
| CI Private Wealth, LLC | 2.42K | Sep 30, 25 | +278 | -- |
| BESSEMER GROUP INC | 2.27K | Sep 30, 25 | -- | -- |
| Neuberger Berman Group LLC | 2.17K | Sep 30, 25 | +100 | -- |
| Calamos Advisors LLC | 2.08K | Sep 30, 25 | -75 | -- |
| Kovitz Investment Group Partners, LLC | 2.07K | Sep 30, 25 | -86 | -- |
| SUMMITRY LLC | 2.00K | Sep 30, 25 | -27 | -- |
| CIBC Private Wealth Group, LLC | 1.94K | Sep 30, 25 | -- | -- |
| JRM Investment Counsel, LLC | 1.89K | Sep 30, 25 | -210 | -- |
| Sanctuary Advisors, LLC | 1.87K | Sep 30, 25 | +932 | -- |
| MONTAG A & ASSOCIATES INC | 1.85K | Sep 30, 25 | -- | -- |
| ADVISOR GROUP HOLDINGS, INC. | 1.75K | Sep 30, 25 | +458 | -- |
| McHugh Group, LLC | 1.63K | Sep 30, 25 | -20 | -- |
| NATIONAL BANK OF CANADA /FI/ | 1.60K | Sep 30, 25 | -50 | -- |
| Farther Finance Advisors, LLC | 1.57K | Sep 30, 25 | +799 | -- |
| JT Stratford LLC | 1.54K | Sep 30, 25 | +98 | -- |
| TRUIST FINANCIAL CORP | 1.51K | Sep 30, 25 | +108 | -- |
| BRYN MAWR TRUST Co | 1.49K | Sep 30, 25 | -43 | -- |
| ICON ADVISERS INC/CO | 1.46K | Sep 30, 25 | +347 | -- |
| Keystone Financial Group | 1.35K | Sep 30, 25 | -1.42K | -- |
| AGF MANAGEMENT LTD | 1.30K | Sep 30, 25 | -400 | -- |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | 1.27K | Sep 30, 25 | -20 | -- |
| SEI INVESTMENTS CO | 1.21K | Sep 30, 25 | -2 | -- |
| CHILTON INVESTMENT CO INC. | 1.21K | Sep 30, 25 | +360 | -- |
| Bowie Capital Management, LLC | 1.20K | Sep 30, 25 | -- | -- |
| AMERIPRISE FINANCIAL INC | 1.09K | Sep 30, 25 | +95 | -- |
| MARATHON CAPITAL MANAGEMENT | 1.05K | Sep 30, 25 | -- | -- |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.04K | Sep 30, 25 | -- | -- |
| Rockefeller Capital Management L.P. | 1.04K | Sep 30, 25 | +1.04K | -- |
| D.A. DAVIDSON & CO. | 1.03K | Sep 30, 25 | +40 | -- |
| LexAurum Advisors, LLC | 973 | Sep 30, 25 | +3 | -- |
| Paradigm Capital Management, LLC/NV | 961 | Sep 30, 25 | -143 | -- |
| Benson Investment Management Company, Inc. | 960 | Sep 30, 25 | +20 | -- |
| StoneX Group Inc. | 947 | Sep 30, 25 | +33 | -- |
| FIRST FOUNDATION ADVISORS | 940 | Sep 30, 25 | +80 | -- |
| US BANCORP \DE\ | 910 | Sep 30, 25 | +100 | -- |
| RITHOLTZ WEALTH MANAGEMENT | 888 | Sep 30, 25 | -200 | -- |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 887 | Sep 30, 25 | -- | -- |
| Cove Private Wealth, LLC | 884 | Sep 30, 25 | -- | -- |
| Apollon Financial, LLC | 870 | Sep 30, 25 | -141 | -- |
| MeadowBrook Investment Advisors LLC | 805 | Sep 30, 25 | +25 | -- |
| FOUNDERS CAPITAL MANAGEMENT, LLC | 788 | Sep 30, 25 | -97 | -- |
| BLAIR WILLIAM & CO/IL | 785 | Sep 30, 25 | -15 | -- |
| JPMORGAN CHASE & CO | 785 | Sep 30, 25 | -985 | -- |
| Seelaus Asset Management LLC | 741 | Sep 30, 25 | -- | -- |
| Chicago Partners Investment Group LLC | 738 | Sep 30, 25 | +30 | -- |
| Van Hulzen Asset Management, LLC | 678 | Sep 30, 25 | -3 | -- |
| Cetera Investment Advisers | 664 | Sep 30, 25 | +190 | -- |
| Coordinated Financial Services, Inc. | 655 | Sep 30, 25 | +1 | -- |
| NewEdge Wealth, LLC | 651 | Sep 30, 25 | -11 | -- |
| Aristotle Capital Management, LLC | 650 | Sep 30, 25 | -- | -- |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 645 | Sep 30, 25 | -- | -- |
| ISLAY CAPITAL MANAGEMENT, LLC | 635 | Sep 30, 25 | -- | -- |
| Vestmark Advisory Solutions, Inc. | 626 | Sep 30, 25 | -23 | -- |
| CHILTON CAPITAL MANAGEMENT LLC | 621 | Sep 30, 25 | -21 | -- |
| WILEY BROS.-AINTREE CAPITAL, LLC | 600 | Sep 30, 25 | -18 | -- |
| IEQ CAPITAL, LLC | 577 | Sep 30, 25 | -- | -- |
| Bowman & Co S.C. | 575 | Sep 30, 25 | -34 | -- |
| SEARLE & CO. | 573 | Sep 30, 25 | -64 | -- |
| WEDBUSH SECURITIES INC | 568 | Sep 30, 25 | +10 | -- |
| Stratos Wealth Advisors, LLC | 567 | Sep 30, 25 | +182 | -- |
| CWM, LLC | 546 | Sep 30, 25 | -2 | -- |
| WHITTIER TRUST CO OF NEVADA INC | 544 | Sep 30, 25 | -- | -- |
| Independent Wealth Network Inc. | 527 | Sep 30, 25 | +8 | -- |
| Pathway Financial Advisers, LLC | 510 | Sep 30, 25 | -4 | -- |
| CAPTRUST FINANCIAL ADVISORS | 487 | Sep 30, 25 | -166 | -- |
| BEARING POINT CAPITAL, LLC | 465 | Sep 30, 25 | -- | -- |
| INGALLS & SNYDER LLC | 459 | Sep 30, 25 | -17 | -- |
| SCOTIA CAPITAL INC. | 453 | Sep 30, 25 | -154 | -- |
| Marathon Trading Investment Management LLC | 444 | Sep 30, 25 | -- | -- |
| HRT FINANCIAL LP | 440 | Sep 30, 25 | +103 | -- |
| Pekin Hardy Strauss, Inc. | 419 | Sep 30, 25 | -20 | -- |
| Creative Planning | 414 | Sep 30, 25 | +25 | -- |
| Resources Investment Advisors, LLC. | 412 | Sep 30, 25 | -- | -- |
| F/M Investments LLC | 401 | Sep 30, 25 | -16 | -- |
| JONES FINANCIAL COMPANIES LLLP | 385 | Sep 30, 25 | +36 | -- |
| Black Swift Group, LLC | 370 | Sep 30, 25 | -- | -- |
| Oxbow Advisors, LLC | 366 | Sep 30, 25 | -- | -- |
| COMERICA BANK | 360 | Sep 30, 25 | -2 | -- |
| INCOME RESEARCH & MANAGEMENT | 358 | Sep 30, 25 | -- | -- |
| Ameritas Advisory Services, LLC | 355 | Sep 30, 25 | +265 | -- |
| Allworth Financial LP | 346 | Sep 30, 25 | -10 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 344 | Sep 30, 25 | +89 | -- |
| WHITTIER TRUST CO | 337 | Sep 30, 25 | +23 | -- |
| Dorsey & Whitney Trust CO LLC | 319 | Sep 30, 25 | -- | -- |
| BROWN ADVISORY INC | 314 | Sep 30, 25 | -- | -- |
| WoodTrust Financial Corp | 300 | Sep 30, 25 | -- | -- |
| ELCO Management Co., LLC | 298 | Sep 30, 25 | +36 | -- |
| Newman Dignan & Sheerar, Inc. | 292 | Sep 30, 25 | -2 | -- |
| Independent Advisor Alliance | 286 | Sep 30, 25 | -- | -- |
| SCS Capital Management LLC | 265 | Sep 30, 25 | -- | -- |
| Bank of Marin | 259 | Sep 30, 25 | -- | -- |
| SMITH, MOORE & CO. | 255 | Sep 30, 25 | -30 | -- |
| Kovack Advisors, Inc. | 252 | Sep 30, 25 | -39 | -- |
| PFG Investments, LLC | 250 | Sep 30, 25 | -25 | -- |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 250 | Sep 30, 25 | -- | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | 246 | Sep 30, 25 | -- | -- |
| BAILARD, INC. | 235 | Sep 30, 25 | -- | -- |
| Crew Capital Management, Ltd. | 235 | Sep 30, 25 | -- | -- |
| Belpointe Asset Management LLC | 230 | Sep 30, 25 | +1 | -- |
| First County Bank /CT/ | 225 | Sep 30, 25 | -- | -- |
| ZAZOVE ASSOCIATES LLC | 220 | Sep 30, 25 | -- | -- |
| IFG Advisory, LLC | 218 | Sep 30, 25 | -- | -- |
| PRIVATE TRUST CO NA | 218 | Sep 30, 25 | +1 | -- |
| Valeo Financial Advisors, LLC | 215 | Sep 30, 25 | -15 | -- |
| Steward Partners Investment Advisory, LLC | 207 | Sep 30, 25 | +26 | -- |
| HB Wealth Management, LLC | 206 | Sep 30, 25 | -- | -- |
| Simplicity Wealth,LLC | 200 | Sep 30, 25 | -- | -- |
| INKWELL CAPITAL LLC | 195 | Sep 30, 25 | +10 | -- |
| Global Trust Asset Management, LLC | 190 | Sep 30, 25 | -- | -- |
| CHOREO, LLC | 190 | Sep 30, 25 | +1 | -- |
| Wealthcare Advisory Partners LLC | 187 | Sep 30, 25 | +187 | -- |
| Bridgewealth Advisory Group, LLC | 185 | Sep 30, 25 | -- | -- |
| Ground Swell Capital, LLC | 184 | Sep 30, 25 | +184 | -- |
| OPPENHEIMER ASSET MANAGEMENT INC. | 183 | Sep 30, 25 | +2 | -- |
| AlphaCore Capital LLC | 177 | Sep 30, 25 | +27 | -- |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 170 | Sep 30, 25 | +10 | -- |
| BANK OF MONTREAL /CAN/ | 169 | Sep 30, 25 | -- | -- |
| Riverview Trust Co | 167 | Sep 30, 25 | -- | -- |
| CreativeOne Wealth, LLC | 166 | Sep 30, 25 | +166 | -- |
| Cerity Partners LLC | 165 | Sep 30, 25 | +165 | -- |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 165 | Sep 30, 25 | +165 | -- |
| BROWN BROTHERS HARRIMAN & CO | 150 | Sep 30, 25 | -- | -- |
| LAZARD ASSET MANAGEMENT LLC | 145 | Sep 30, 25 | -- | -- |
| Cove Street Capital, LLC | 115 | Sep 30, 25 | -- | -- |
| Powell Investment Advisors, LLC | 100 | Sep 30, 25 | -- | -- |
| Federation des caisses Desjardins du Quebec | 98 | Sep 30, 25 | -- | -- |
| NewEdge Advisors, LLC | 93 | Sep 30, 25 | -- | -- |
| Golden State Wealth Management, LLC | 91 | Sep 30, 25 | -- | -- |
| IMA Wealth, Inc. | 85 | Sep 30, 25 | -- | -- |
| NBT BANK N A /NY | 84 | Sep 30, 25 | +84 | -- |
| Virtus ETF Advisers LLC | 66 | Sep 30, 25 | -- | -- |
| FIFTH THIRD BANCORP | 64 | Sep 30, 25 | +4 | -- |
| Cornerstone Planning Group LLC | 58 | Sep 30, 25 | +48 | -- |
| Ronald Blue Trust, Inc. | 58 | Sep 30, 25 | -- | -- |
| IFP Advisors, Inc | 55 | Sep 30, 25 | -- | -- |
| FRANKLIN RESOURCES INC | 48 | Sep 30, 25 | -- | -- |
| PRINCIPAL SECURITIES, INC. | 45 | Sep 30, 25 | -- | -- |
| MAI Capital Management | 45 | Sep 30, 25 | -- | -- |
| LOGAN CAPITAL MANAGEMENT INC | 44 | Sep 30, 25 | -- | -- |
| GPS Wealth Strategies Group, LLC | 40 | Sep 30, 25 | -- | -- |
| Colonial Trust Advisors | 33 | Sep 30, 25 | -- | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 33 | Sep 30, 25 | -463 | -- |
| NBC SECURITIES, INC. | 28 | Sep 30, 25 | -- | -- |
| ALBION FINANCIAL GROUP /UT | 25 | Sep 30, 25 | -- | -- |
| Kimelman & Baird, LLC | 25 | Sep 30, 25 | -- | -- |
| Capital Investment Advisory Services, LLC | 20 | Sep 30, 25 | -- | -- |
| DEUTSCHE BANK AG\ | 19 | Sep 30, 25 | -- | -- |
| AE Wealth Management LLC | 12 | Sep 30, 25 | -- | -- |
| GGM Financials LLC | 12 | Sep 30, 25 | +12 | -- |
| McIlrath & Eck, LLC | 11 | Sep 30, 25 | -14 | -- |
| Glenmede Investment Management, LP | 10 | Sep 30, 25 | -- | -- |
| HOWE & RUSLING INC | 10 | Sep 30, 25 | -- | -- |
| Family Management Corp | 10 | Sep 30, 25 | -- | -- |
| Parallel Advisors, LLC | 10 | Sep 30, 25 | -- | -- |
| Rossby Financial, LCC | 8 | Sep 30, 25 | -- | -- |
| HUNTINGTON NATIONAL BANK | 8 | Sep 30, 25 | +7 | -- |
| Activest Wealth Management | 7 | Sep 30, 25 | -- | -- |
| GHP Investment Advisors, Inc. | 6 | Sep 30, 25 | -- | -- |
| Financial Freedom, LLC | 5 | Sep 30, 25 | +5 | -- |
| EverSource Wealth Advisors, LLC | 5 | Sep 30, 25 | -- | -- |
| Center for Financial Planning, Inc. | 5 | Sep 30, 25 | -- | -- |
| Mascoma Wealth Management LLC | 3 | Sep 30, 25 | -- | -- |
| Jackson Hole Capital Partners, LLC | 3 | Sep 30, 25 | -- | -- |
| American Capital Advisory, LLC | 3 | Sep 30, 25 | -- | -- |
| Asset Dedication, LLC | 3 | Sep 30, 25 | -- | -- |
| North Star Investment Management Corp. | 2 | Sep 30, 25 | -- | -- |
| Spire Wealth Management | 2 | Sep 30, 25 | -- | -- |
| ROTHSCHILD INVESTMENT LLC | 2 | Sep 30, 25 | -- | -- |
| FAS Wealth Partners, Inc. | -- | Sep 30, 25 | -9 | -- |
| EVERETT HARRIS & CO /CA/ | -- | Sep 30, 25 | -1.57K | -- |
| Sound Income Strategies, LLC | -- | Sep 30, 25 | -10 | -- |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -178 | -- |
| Universal- Beteiligungs- und Servicegesellschaft mbH | -- | Sep 30, 25 | -1.18K | -- |
| JANE STREET GROUP, LLC | -- | Sep 30, 25 | -516 | -- |
| AMERICAN CENTURY COMPANIES INC | -- | Sep 30, 25 | -2.91K | -- |
| CSM Advisors, LLC | -- | Sep 30, 25 | -1.75K | -- |
| Park Square Financial Group, LLC | -- | Sep 30, 25 | -40 | -- |
| AlphaStar Capital Management, LLC | -- | Sep 30, 25 | -440 | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | -- | Sep 30, 25 | -300 | -- |
| Westshore Wealth, LLC | -- | Sep 30, 25 | -301 | -- |
| MILLENNIUM MANAGEMENT LLC | -- | Sep 30, 25 | -96.00K | -- |
| WOLVERINE ASSET MANAGEMENT LLC | -- | Sep 30, 25 | -173 | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 25 | -598 | -- |
| Geneos Wealth Management Inc. | -- | Sep 30, 25 | -20 | -- |
| Catalytic Wealth RIA, LLC | -- | Sep 30, 25 | -272 | -- |
| WHALEROCK POINT PARTNERS, LLC | -- | Sep 30, 25 | -2.73K | -- |
| Sequoia Financial Advisors, LLC | -- | Sep 30, 25 | -754 | -- |
| Mount Yale Investment Advisors, LLC | -- | Sep 30, 25 | -13 | -- |
| HighTower Advisors, LLC | -- | Sep 30, 25 | -696 | -- |
| HSBC HOLDINGS PLC | -- | Sep 30, 25 | -4.00K | -- |
| AQR Arbitrage LLC | -- | Sep 30, 25 | -190 | -- |
| PINNACLE FINANCIAL PARTNERS INC | -- | Sep 30, 25 | -3 | -- |
| Equitable Holdings, Inc. | -- | Sep 30, 25 | -208 | -- |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | 1.03K | Jun 30, 25 | -- | -- |
| Graypoint LLC | 997 | Jun 30, 25 | -77 | -- |
| Wambolt & Associates, LLC | 480 | Jun 30, 25 | -- | -- |
| Congress Wealth Management LLC / DE / | 469 | Jun 30, 25 | -- | -- |
| WFA of San Diego, LLC | 340 | Jun 30, 25 | +340 | -- |
| First Horizon Advisors, Inc. | 250 | Jun 30, 25 | -- | -- |
| AVANTAX ADVISORY SERVICES, INC. | 206 | Jun 30, 25 | -- | -- |
| UNION SAVINGS BANK | 32 | Jun 30, 25 | -- | -- |
| Coordinated Financial Services, Inc./CO | 642 | Mar 31, 25 | +642 | -- |
| Marcum Wealth, LLC | 526 | Mar 31, 25 | -- | -- |
| GLENMEDE TRUST CO NA | 10 | Mar 31, 25 | -- | -- |
| Edge Capital Group, LLC | 220.71K | Dec 31, 24 | +220.71K | -- |
| Nuveen Asset Management, LLC | 46.62K | Dec 31, 24 | -38 | -- |
| Fernwood Investment Management, LLC | 469 | Dec 31, 24 | -- | -- |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -2 | -- |
| RAYMOND JAMES & ASSOCIATES | 7.68K | Sep 30, 24 | +95 | -- |
| Raymond James Financial Services Advisors, Inc. | 1.47K | Sep 30, 24 | +14 | -- |
| Planning Capital Management Corp | 10 | Sep 30, 24 | -- | -- |
| BlackRock Inc. | 285.49K | Jun 30, 24 | -5.96K | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | Jun 30, 24 | -- | -- |
| 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 | -- |
| Simplicity Solutions, LLC | 200 | Dec 31, 23 | -- | -- |
| TRUSTCORE FINANCIAL SERVICES, LLC | 45 | Dec 31, 22 | -- | -- |
| Cribstone Capital Management, LLC | 4 | Dec 31, 22 | -- | -- |
| EATON VANCE MANAGEMENT | 7.08K | Sep 30, 22 | -25.67K | -- |
| Jefferies Group LLC | 1.97K | Sep 30, 22 | -- | -- |
| Surevest, LLC | 1.72K | Sep 30, 22 | +85 | -- |
| Covington Capital Management | 77 | Sep 30, 22 | -- | -- |
| FourThought Financial, LLC | 31 | Sep 30, 22 | -6 | -- |
| American Portfolios Advisors | 6 | Sep 30, 22 | -- | -- |
| Cordasco Financial Network | 185 | Jun 30, 22 | +185 | -- |
| HC FINANCIAL ADVISORS INC | 7 | Jun 30, 22 | -- | -- |
| Meristem Family Wealth, LLC | 270 | Mar 31, 22 | -49 | -- |
| PALLADIUM PARTNERS LLC | -- | Mar 31, 22 | -150 | -- |
| Arbor Wealth Management, LLC | 1.10K | Dec 31, 21 | +1.10K | -- |
| REILLY FINANCIAL ADVISORS, LLC | 20 | Dec 31, 21 | +20 | -- |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 35 | Dec 31, 20 | -- | -- |
| NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 46.84K | Sep 30, 20 | +11.64K | -- |
| IBERIABANK CORP | 250 | Jun 30, 20 | -- | -- |
| Squar Milner Financial Services LLC | 30 | Mar 31, 20 | -- | -- |
| Advisor Group, Inc. | 1.00K | Dec 31, 19 | -69 | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 454 | Dec 31, 19 | -36 | -- |
| Planning Solutions Group LLC | 182 | Jun 30, 19 | -- | -- |
| HL FINANCIAL SERVICES LLC | 1.83K | Mar 31, 19 | +230 | -- |
| AMICA PENSION FUND BOARD OF TRUSTEES | 538 | Dec 31, 18 | +538 | -- |
| FLAHERTY & CRUMRINE INC | 4.95K | Sep 30, 18 | -- | -- |
| PENN MUTUAL LIFE INSURANCE CO | 6.00K | Jun 30, 18 | -- | -- |
| Global X Management CO LLC | 2.77K | Jun 30, 18 | -4.43K | -- |
| ASSET ADVISORS CORP | 50 | Jun 30, 18 | +50 | -- |
| Claren Road Asset Management, LLC | -- | Sep 30, 17 | -2.00K | -- |
| Commonwealth Equity Services, Inc | 1.26K | Jun 30, 17 | +35 | -- |
| Virtu KCG Holdings LLC | 336 | Jun 30, 17 | +336 | -- |
| Windsor Financial Group, LLC | 230 | Jun 30, 17 | -- | -- |
| WFG Advisors, LP | 10 | Jun 30, 17 | -- | -- |
| Algebris Investments (UK) LLP | 15.30K | Mar 31, 17 | +11.30K | -- |
| BlackRock Fund Advisors | 407.86K | Dec 31, 16 | -4.14K | -- |
| BLACKROCK ADVISORS LLC | 17.90K | Dec 31, 16 | -741 | -- |
| BlackRock Group LTD | 6.34K | Dec 31, 16 | -591 | -- |
| BlackRock Investment Management, LLC | 2.19K | Dec 31, 16 | -141 | -- |
| BlackRock Institutional Trust Company, N.A. | 636 | Dec 31, 16 | -- | -- |
| Emerald Acquisition Ltd. | 4.94K | Sep 30, 16 | -490 | -- |
| SOCIETE GENERALE | 6.39K | Jun 30, 16 | +6.39K | -- |
| VSR Financial Services, Inc. | 226 | Jun 30, 16 | +39 | -- |
| RUSSELL FRANK CO/ | 4.16K | Mar 31, 16 | +555 | -- |
| DINSMORE CAPITAL MANAGEMENT CO/NJ | 2.50K | Sep 30, 15 | -- | -- |
| MANAGED ACCOUNT ADVISORS LLC | 7.37K | Jun 30, 15 | -288 | -- |
| COHEN & STEERS CAPITAL MANAGEMENT INC | 9.06K | Mar 31, 15 | +9.06K | -- |
| STANCORP INVESTMENT ADVISERS INC | 12 | Mar 31, 15 | -- | -- |
| NEW ENGLAND SECURITIES CORP /MA/ | 15 | Dec 31, 14 | -- | -- |
| Gary Goldberg Planning Services Inc | 10 | Dec 31, 14 | -- | -- |
| SEI TRUST CO | 29.24K | Sep 30, 14 | -3.40K | -- |
| UBS AG | 1.26K | Sep 30, 14 | +42 | -- |
| 1919 Investment Counsel, LLC | 250 | Sep 30, 14 | -- | -- |
| F&C Asset Management plc | 22.21K | Mar 31, 14 | -1.20K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 339 | Sep 30, 13 | -64 | -- |
| KNIGHT CAPITAL GROUP LLC | 636 | Jun 30, 13 | +204 | -- |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | 25.27K | Mar 31, 13 | +25.27K | -- |
| First Allied Securities, Inc. | 13 | Jun 30, 12 | -- | -- |
| VALUE LINE INC | 350 | Sep 30, 10 | -- | -- |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 1.58K | Jun 30, 10 | -1.26K | -- |