Harbor Long-Term Growers ETF (WINN)(WINN)

$33.71—Stale · unknown old

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Harbor Long-Term Growers ETF (WINN)(WINN)

NYSE • Last print unknown ago

$33.71—Stale · unknown old

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WINN(WINN)

WINN

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 144 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	4.45M	Jun 30, 26	+15.99K	12.64%
CI Private Wealth, LLC	4.14M	Jun 30, 26	-500.38K	11.77%
Grant Street Asset Management, Inc.	2.78M	Jun 30, 26	+426.77K	7.91%
RAYMOND JAMES FINANCIAL INC	2.72M	Jun 30, 26	+733.36K	7.74%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.74M	Jun 30, 26	+146.26K	4.94%
AUCTUS ADVISORS LLC	1.41M	Jun 30, 26	+41.30K	4.02%
Towneley Capital Management, Inc / DE	1.15M	Jun 30, 26	+3.73K	3.26%
COMMONWEALTH EQUITY SERVICES, LLC	1.04M	Jun 30, 26	-136.93K	2.95%
Leisure Capital Management	571.34K	Jun 30, 26	+94.56K	1.62%
Cerity Partners LLC	476.51K	Jun 30, 26	+39.06K	1.35%
Pinnacle Financial Partners, Inc.	435.75K	Jun 30, 26	+13.45K	1.24%
Golden State Wealth Management, LLC	431.37K	Jun 30, 26	-123.19K	1.23%
Convergence Financial, LLC	402.97K	Jun 30, 26	+191.73K	1.15%
Private Advisor Group, LLC	395.70K	Jun 30, 26	-13.02K	1.13%
FIFTH THIRD BANCORP	393.26K	Jun 30, 26	-28.29K	1.12%
Archford Capital Strategies, LLC	374.45K	Jun 30, 26	+5.82K	1.06%
Wealthcare Advisory Partners LLC	371.87K	Jun 30, 26	-17.96K	1.06%
ROYAL BANK OF CANADA	303.29K	Jun 30, 26	-103.52K	0.86%
ADVISOR GROUP HOLDINGS, INC.	299.45K	Jun 30, 26	+71.42K	0.85%
Lantz Financial LLC	274.19K	Jun 30, 26	+17.05K	0.78%
Kestra Advisory Services, LLC	241.20K	Jun 30, 26	-12.22K	0.69%
Rockefeller Capital Management L.P.	222.11K	Jun 30, 26	+93.47K	0.63%
Proactive Wealth Strategies LLC	220.79K	Jun 30, 26	+3.43K	0.63%
Cetera Investment Advisers	208.34K	Jun 30, 26	+29.44K	0.59%
ENVESTNET ASSET MANAGEMENT INC	198.82K	Jun 30, 26	-28.34K	0.57%
Worth Financial Advisory Group, LLC	196.31K	Jun 30, 26	+196.31K	0.56%
Equitable Holdings, Inc.	173.75K	Jun 30, 26	-17.21K	0.49%
Cambridge Investment Research Advisors, Inc.	164.96K	Jun 30, 26	+5.42K	0.47%
IHT Wealth Management, LLC	162.88K	Jun 30, 26	+15.15K	0.46%
Joel Isaacson & Co., LLC	161.38K	Jun 30, 26	+27.16K	0.46%
CARY STREET PARTNERS FINANCIAL LLC	149.33K	Jun 30, 26	+8.73K	0.42%
Quantinno Capital Management LP	134.27K	Jun 30, 26	+67.93K	0.38%
Birchwood Financial Partners, Inc.	127.64K	Jun 30, 26	+7.35K	0.36%
AMERIPRISE FINANCIAL INC	126.34K	Jun 30, 26	-13.65K	0.36%
GREAT VALLEY ADVISOR GROUP, INC.	117.02K	Jun 30, 26	-3.86K	0.33%
TRANSCEND CAPITAL ADVISORS, LLC	109.32K	Jun 30, 26	-870	0.31%
FINANCIAL MANAGEMENT NETWORK INC	99.25K	Jun 30, 26	-29.90K	0.28%
ASSOCIATED BANC-CORP	96.24K	Jun 30, 26	+13.07K	0.27%
SITTNER & NELSON, LLC	95.45K	Jun 30, 26	+7.97K	0.27%
Sanctuary Advisors, LLC	85.98K	Jun 30, 26	+5.36K	0.24%
BENJAMIN EDWARDS INC	85.57K	Jun 30, 26	+689	0.24%
Steward Partners Investment Advisory, LLC	83.17K	Jun 30, 26	-3.19K	0.24%
STIFEL FINANCIAL CORP	81.72K	Jun 30, 26	-4.42K	0.23%
Copper Harbor Investment Advisors, LLC	81.28K	Jun 30, 26	+81.28K	0.23%
TRUIST FINANCIAL CORP	74.40K	Jun 30, 26	+13.55K	0.21%
Stratos Wealth Partners, LTD.	70.78K	Jun 30, 26	-644	0.20%
Perennial Investment Advisors, LLC	69.44K	Jun 30, 26	-8.16K	0.20%
Provident Wealth Management, LLC	65.62K	Jun 30, 26	-1.98K	0.19%
Rose Capital Advisors LLC	63.45K	Jun 30, 26	+63.45K	0.18%
PROSPERITY BANCSHARES INC	56.63K	Jun 30, 26	+9.87K	0.16%
BlackRock, Inc.	56.22K	Jun 30, 26	--	0.16%
Western Wealth Management, LLC	55.09K	Jun 30, 26	-60	0.16%
Walsh & Associates, LLC	54.02K	Jun 30, 26	+26.82K	0.15%
HighTower Advisors, LLC	50.21K	Jun 30, 26	+4.65K	0.14%
WILEY BROS.-AINTREE CAPITAL, LLC	45.60K	Jun 30, 26	-16.37K	0.13%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	43.00K	Jun 30, 26	+43.00K	0.12%
MONETA GROUP INVESTMENT ADVISORS LLC	39.14K	Jun 30, 26	--	0.11%
MOODY NATIONAL BANK TRUST DIVISION	38.14K	Jun 30, 26	+16	0.11%
OPPENHEIMER & CO INC	37.58K	Jun 30, 26	+9.45K	0.11%
Strategic Blueprint, LLC	36.40K	Jun 30, 26	+336	0.10%
Waverly Advisors, LLC	31.83K	Jun 30, 26	+11.24K	0.09%
WJ Wealth Management, LLC	31.59K	Jun 30, 26	-507	0.09%
Bluesphere Advisors, LLC	27.98K	Jun 30, 26	+15.52K	0.08%
KESTRA PRIVATE WEALTH SERVICES, LLC	26.50K	Jun 30, 26	-834	0.08%
Independent Wealth Network Inc.	25.19K	Jun 30, 26	-1.72K	0.07%
Bill Few Associates, Inc.	25.17K	Jun 30, 26	+491	0.07%
WCG Wealth Advisors LLC	25.16K	Jun 30, 26	-94.37K	0.07%
SFG Wealth Management, LLC.	19.52K	Jun 30, 26	-35.40K	0.06%
Legacy Trust	18.87K	Jun 30, 26	+18.87K	0.05%
SpringVest Wealth Management LLC	18.62K	Jun 30, 26	+8.29K	0.05%
Phoenix Wealth Advisors	18.18K	Jun 30, 26	--	0.05%
HARBOUR INVESTMENTS, INC.	18.16K	Jun 30, 26	+3.09K	0.05%
Foster Victor Wealth Advisors, LLC	18.15K	Jun 30, 26	+18.15K	0.05%
SMITH, MOORE & CO.	17.95K	Jun 30, 26	+1.43K	0.05%
AVAII WEALTH MANAGEMENT, LLC	17.89K	Jun 30, 26	-180	0.05%
PRIVATE TRUST CO NA	15.28K	Jun 30, 26	+2.58K	0.04%
Farther Finance Advisors, LLC	14.28K	Jun 30, 26	+11.46K	0.04%
Janney Montgomery Scott LLC	13.85K	Jun 30, 26	--	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13.69K	Jun 30, 26	+13.69K	0.04%
Carolina Wealth Management Inc	13.25K	Jun 30, 26	+13.25K	0.04%
GTS SECURITIES LLC	13.13K	Jun 30, 26	+13.13K	0.04%
Callan Family Office, LLC	12.74K	Jun 30, 26	+12.74K	0.04%
BANK OF AMERICA CORP /DE/	10.68K	Jun 30, 26	+250	0.03%
NavPoint Financial, Inc.	10.45K	Jun 30, 26	--	0.03%
Legacy Capital Wealth Partners, LLC	9.41K	Jun 30, 26	+360	0.03%
Investmark Advisory Group LLC	9.09K	Jun 30, 26	-441	0.03%
AQR CAPITAL MANAGEMENT LLC	9.05K	Jun 30, 26	--	0.03%
WealthCare Investment Partners, LLC	8.65K	Jun 30, 26	-1	0.02%
JONES FINANCIAL COMPANIES LLLP	8.58K	Jun 30, 26	+5.02K	0.02%
FIDELITY D & D BANCORP INC	8.18K	Jun 30, 26	--	0.02%
MARQUETTE ASSOCIATES, INC.	7.29K	Jun 30, 26	--	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7.22K	Jun 30, 26	+3.33K	0.02%
Markowski Investments	6.99K	Jun 30, 26	+6.99K	0.02%
Frisch Financial Group, Inc.	6.89K	Jun 30, 26	+6.89K	0.02%
Vise Technologies, Inc.	6.89K	Jun 30, 26	+6.89K	0.02%
JANE STREET GROUP, LLC	6.21K	Jun 30, 26	-2.67K	0.02%
WELLS FARGO & COMPANY/MN	5.52K	Jun 30, 26	-3.98K	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	5.36K	Jun 30, 26	--	0.02%
Integrated Wealth Concepts LLC	5.16K	Jun 30, 26	+5.16K	0.01%
JPMORGAN CHASE & CO	2.86K	Jun 30, 26	+2.86K	0.01%
IFG Advisory, LLC	2.66K	Jun 30, 26	+2.66K	0.01%
IFP Advisors, Inc	2.54K	Jun 30, 26	--	0.01%
MORGAN STANLEY	2.47K	Jun 30, 26	--	0.01%
Fourth Dimension Wealth, LLC	1.84K	Jun 30, 26	+1.84K	0.01%
Manchester Capital Management LLC	966	Jun 30, 26	--	0.00%
BankPlus Trust Department	946	Jun 30, 26	--	0.00%
IAG Wealth Partners, LLC	724	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	590	Jun 30, 26	+590	0.00%
AdvisorNet Financial, Inc	485	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	382	Jun 30, 26	--	0.00%
Kingdom Financial Group LLC.	302	Jun 30, 26	-11.96K	0.00%
Global Retirement Partners, LLC	200	Jun 30, 26	+200	0.00%
Key FInancial Inc	184	Jun 30, 26	+184	0.00%
CoreCap Advisors, LLC	34	Jun 30, 26	+34	0.00%
VANGUARD ADVISERS INC	31	Jun 30, 26	+31	0.00%
Carr Financial Group Corp	--	Jun 30, 26	-8.69K	--
Golden State Equity Partners	--	Jun 30, 26	-184.25K	--
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-112.50K	--
Independent Advisor Alliance	--	Jun 30, 26	-48.47K	--
Wall Street Financial Group, Inc.	--	Jun 30, 26	-1.12K	--
CAPTRUST FINANCIAL ADVISORS	--	Jun 30, 26	-26.56K	--
Savvy Advisors, Inc.	--	Jun 30, 26	-8.34K	--
Mariner, LLC	--	Jun 30, 26	-50.34K	--
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-12.26K	--
United Advisor Group, LLC	--	Jun 30, 26	-20.09K	--
Keystone Financial Group	--	Jun 30, 26	-7.53K	--
Smart Portfolios, LLC	64.63K	Mar 31, 26	+13.91K	0.18%
CWM, LLC	801	Mar 31, 26	+801	0.00%
SOL Capital Management CO	--	Mar 31, 26	-411.45K	--
GPS Wealth Strategies Group, LLC	850	Dec 31, 25	-23.52K	0.00%
SYNOVUS FINANCIAL CORP	383.90K	Sep 30, 25	+10.69K	1.09%
WETHERBY ASSET MANAGEMENT INC	7.40K	Sep 30, 25	--	0.02%
AVANTAX ADVISORY SERVICES, INC.	185.40K	Jun 30, 25	+11.34K	0.53%
Tyler-Stone Wealth Management	45.81K	Jun 30, 25	+700	0.13%
Congress Wealth Management LLC / DE /	27.10K	Jun 30, 25	+27.10K	0.08%
Wolf Group Capital Advisors	13.55K	Mar 31, 25	-4.45K	0.04%
Geller Advisors LLC	126.31K	Dec 31, 24	+132	0.36%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-850	--
Raymond James Financial Services Advisors, Inc.	339.05K	Sep 30, 24	+84.06K	0.96%
RAYMOND JAMES & ASSOCIATES	184.60K	Sep 30, 24	+104.27K	0.52%
SpiderRock Advisors, LLC	56.22K	Sep 30, 24	+56.22K	0.16%
BENJAMIN F. EDWARDS & COMPANY, INC.	80.12K	Jun 30, 24	-710	0.23%
BRR OpCo, LLC	1.14M	Sep 30, 22	+152.72K	3.24%
American Portfolios Advisors	60	Sep 30, 22	+60	0.00%

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Holder

Date

Change

% Held

LPL Financial LLC

4.45M

Jun 30, 26

+15.99K

12.64%

CI Private Wealth, LLC

4.14M

Jun 30, 26

-500.38K

11.77%

Grant Street Asset Management, Inc.

2.78M

Jun 30, 26

+426.77K

7.91%

RAYMOND JAMES FINANCIAL INC

2.72M

Jun 30, 26

+733.36K

7.74%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.74M

Jun 30, 26

+146.26K

4.94%

AUCTUS ADVISORS LLC

1.41M

Jun 30, 26

+41.30K

4.02%

Towneley Capital Management, Inc / DE

1.15M

Jun 30, 26

+3.73K

3.26%

COMMONWEALTH EQUITY SERVICES, LLC

1.04M

Jun 30, 26

-136.93K

2.95%

Leisure Capital Management

571.34K

Jun 30, 26

+94.56K

1.62%

Cerity Partners LLC

476.51K

Jun 30, 26

+39.06K

1.35%

Pinnacle Financial Partners, Inc.

435.75K

Jun 30, 26

+13.45K

1.24%

Golden State Wealth Management, LLC

431.37K

Jun 30, 26

-123.19K

1.23%

Convergence Financial, LLC

402.97K

Jun 30, 26

+191.73K

1.15%

Private Advisor Group, LLC

395.70K

Jun 30, 26

-13.02K

1.13%

FIFTH THIRD BANCORP

393.26K

Jun 30, 26

-28.29K

1.12%

Archford Capital Strategies, LLC

374.45K

Jun 30, 26

+5.82K

1.06%

Wealthcare Advisory Partners LLC

371.87K

Jun 30, 26

-17.96K

1.06%

ROYAL BANK OF CANADA

303.29K

Jun 30, 26

-103.52K

0.86%

ADVISOR GROUP HOLDINGS, INC.

299.45K

Jun 30, 26

+71.42K

0.85%

Lantz Financial LLC

274.19K

Jun 30, 26

+17.05K

0.78%

Kestra Advisory Services, LLC

241.20K

Jun 30, 26

-12.22K

0.69%

Rockefeller Capital Management L.P.

222.11K

Jun 30, 26

+93.47K

0.63%

Proactive Wealth Strategies LLC

220.79K

Jun 30, 26

+3.43K

0.63%

Cetera Investment Advisers

208.34K

Jun 30, 26

+29.44K

0.59%

ENVESTNET ASSET MANAGEMENT INC

198.82K

Jun 30, 26

-28.34K

0.57%

Worth Financial Advisory Group, LLC

196.31K

Jun 30, 26

+196.31K

0.56%

Equitable Holdings, Inc.

173.75K

Jun 30, 26

-17.21K

0.49%

Cambridge Investment Research Advisors, Inc.

164.96K

Jun 30, 26

+5.42K

0.47%

IHT Wealth Management, LLC

162.88K

Jun 30, 26

+15.15K

0.46%

Joel Isaacson & Co., LLC

161.38K

Jun 30, 26

+27.16K

0.46%

CARY STREET PARTNERS FINANCIAL LLC

149.33K

Jun 30, 26

+8.73K

0.42%

Quantinno Capital Management LP

134.27K

Jun 30, 26

+67.93K

0.38%

Birchwood Financial Partners, Inc.

127.64K

Jun 30, 26

+7.35K

0.36%

AMERIPRISE FINANCIAL INC

126.34K

Jun 30, 26

-13.65K

0.36%

GREAT VALLEY ADVISOR GROUP, INC.

117.02K

Jun 30, 26

-3.86K

0.33%

TRANSCEND CAPITAL ADVISORS, LLC

109.32K

Jun 30, 26

-870

0.31%

FINANCIAL MANAGEMENT NETWORK INC

99.25K

Jun 30, 26

-29.90K

0.28%

ASSOCIATED BANC-CORP

96.24K

Jun 30, 26

+13.07K

0.27%

SITTNER & NELSON, LLC

95.45K

Jun 30, 26

+7.97K

0.27%

Sanctuary Advisors, LLC

85.98K

Jun 30, 26

+5.36K

0.24%

BENJAMIN EDWARDS INC

85.57K

Jun 30, 26

+689

0.24%

Steward Partners Investment Advisory, LLC

83.17K

Jun 30, 26

-3.19K

0.24%

STIFEL FINANCIAL CORP

81.72K

Jun 30, 26

-4.42K

0.23%

Copper Harbor Investment Advisors, LLC

81.28K

Jun 30, 26

+81.28K

0.23%

TRUIST FINANCIAL CORP

74.40K

Jun 30, 26

+13.55K

0.21%

Stratos Wealth Partners, LTD.

70.78K

Jun 30, 26

-644

0.20%

Perennial Investment Advisors, LLC

69.44K

Jun 30, 26

-8.16K

0.20%

Provident Wealth Management, LLC

65.62K

Jun 30, 26

-1.98K

0.19%

Rose Capital Advisors LLC

63.45K

Jun 30, 26

+63.45K

0.18%

PROSPERITY BANCSHARES INC

56.63K

Jun 30, 26

+9.87K

0.16%

BlackRock, Inc.

56.22K

Jun 30, 26

0.16%

Western Wealth Management, LLC

55.09K

Jun 30, 26

-60

0.16%

Walsh & Associates, LLC

54.02K

Jun 30, 26

+26.82K

0.15%

HighTower Advisors, LLC

50.21K

Jun 30, 26

+4.65K

0.14%

WILEY BROS.-AINTREE CAPITAL, LLC

45.60K

Jun 30, 26

-16.37K

0.13%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

43.00K

Jun 30, 26

+43.00K

0.12%

MONETA GROUP INVESTMENT ADVISORS LLC

39.14K

Jun 30, 26

0.11%

MOODY NATIONAL BANK TRUST DIVISION

38.14K

Jun 30, 26

+16

0.11%

OPPENHEIMER & CO INC

37.58K

Jun 30, 26

+9.45K

0.11%

Strategic Blueprint, LLC

36.40K

Jun 30, 26

+336

0.10%

Waverly Advisors, LLC

31.83K

Jun 30, 26

+11.24K

0.09%

WJ Wealth Management, LLC

31.59K

Jun 30, 26

-507

0.09%

Bluesphere Advisors, LLC

27.98K

Jun 30, 26

+15.52K

0.08%

KESTRA PRIVATE WEALTH SERVICES, LLC

26.50K

Jun 30, 26

-834

0.08%

Independent Wealth Network Inc.

25.19K

Jun 30, 26

-1.72K

0.07%

Bill Few Associates, Inc.

25.17K

Jun 30, 26

+491

0.07%

WCG Wealth Advisors LLC

25.16K

Jun 30, 26

-94.37K

0.07%

SFG Wealth Management, LLC.

19.52K

Jun 30, 26

-35.40K

0.06%

Legacy Trust

18.87K

Jun 30, 26

+18.87K

0.05%

SpringVest Wealth Management LLC

18.62K

Jun 30, 26

+8.29K

0.05%

Phoenix Wealth Advisors

18.18K

Jun 30, 26

0.05%

HARBOUR INVESTMENTS, INC.

18.16K

Jun 30, 26

+3.09K

0.05%

Foster Victor Wealth Advisors, LLC

18.15K

Jun 30, 26

+18.15K

0.05%

SMITH, MOORE & CO.

17.95K

Jun 30, 26

+1.43K

0.05%

AVAII WEALTH MANAGEMENT, LLC

17.89K

Jun 30, 26

-180

0.05%

PRIVATE TRUST CO NA

15.28K

Jun 30, 26

+2.58K

0.04%

Farther Finance Advisors, LLC

14.28K

Jun 30, 26

+11.46K

0.04%

Janney Montgomery Scott LLC

13.85K

Jun 30, 26

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

13.69K

Jun 30, 26

+13.69K

0.04%

Carolina Wealth Management Inc

13.25K

Jun 30, 26

+13.25K

0.04%

GTS SECURITIES LLC

13.13K

Jun 30, 26

+13.13K

0.04%

Callan Family Office, LLC

12.74K

Jun 30, 26

+12.74K

0.04%

BANK OF AMERICA CORP /DE/

10.68K

Jun 30, 26

+250

0.03%

NavPoint Financial, Inc.

10.45K

Jun 30, 26

0.03%

Legacy Capital Wealth Partners, LLC

9.41K

Jun 30, 26

+360

0.03%

Investmark Advisory Group LLC

9.09K

Jun 30, 26

-441

0.03%

AQR CAPITAL MANAGEMENT LLC

9.05K

Jun 30, 26

0.03%

WealthCare Investment Partners, LLC

8.65K

Jun 30, 26

-1

0.02%

JONES FINANCIAL COMPANIES LLLP

8.58K

Jun 30, 26

+5.02K

0.02%

FIDELITY D & D BANCORP INC

8.18K

Jun 30, 26

0.02%

MARQUETTE ASSOCIATES, INC.

7.29K

Jun 30, 26

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

7.22K

Jun 30, 26

+3.33K

0.02%

Markowski Investments

6.99K

Jun 30, 26

+6.99K

0.02%

Frisch Financial Group, Inc.

6.89K

Jun 30, 26

+6.89K

0.02%

Vise Technologies, Inc.

6.89K

Jun 30, 26

+6.89K

0.02%

JANE STREET GROUP, LLC

6.21K

Jun 30, 26

-2.67K

0.02%

WELLS FARGO & COMPANY/MN

5.52K

Jun 30, 26

-3.98K

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

5.36K

Jun 30, 26

0.02%

Integrated Wealth Concepts LLC

5.16K

Jun 30, 26

+5.16K

0.01%

JPMORGAN CHASE & CO

2.86K

Jun 30, 26

+2.86K

0.01%

IFG Advisory, LLC

2.66K

Jun 30, 26

+2.66K

0.01%

IFP Advisors, Inc

2.54K

Jun 30, 26

0.01%

MORGAN STANLEY

2.47K

Jun 30, 26

0.01%

Fourth Dimension Wealth, LLC

1.84K

Jun 30, 26

+1.84K

0.01%

Manchester Capital Management LLC

966

Jun 30, 26

0.00%

BankPlus Trust Department

946

Jun 30, 26

0.00%

IAG Wealth Partners, LLC

724

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

590

Jun 30, 26

+590

0.00%

AdvisorNet Financial, Inc

485

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

382

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

302

Jun 30, 26

-11.96K

0.00%

Global Retirement Partners, LLC

200

Jun 30, 26

+200

0.00%

Key FInancial Inc

184

Jun 30, 26

+184

0.00%

CoreCap Advisors, LLC

Jun 30, 26

+34

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

+31

0.00%

Carr Financial Group Corp

Jun 30, 26

-8.69K

Golden State Equity Partners

Jun 30, 26

-184.25K

TWO SIGMA INVESTMENTS, LP

Jun 30, 26

-112.50K

Independent Advisor Alliance

Jun 30, 26

-48.47K

Wall Street Financial Group, Inc.

Jun 30, 26

-1.12K

CAPTRUST FINANCIAL ADVISORS

Jun 30, 26

-26.56K

Savvy Advisors, Inc.

Jun 30, 26

-8.34K

Mariner, LLC

Jun 30, 26

-50.34K

Lloyd Advisory Services, LLC.

Jun 30, 26

-12.26K

United Advisor Group, LLC

Jun 30, 26

-20.09K

Keystone Financial Group

Jun 30, 26

-7.53K

Smart Portfolios, LLC

64.63K

Mar 31, 26

+13.91K

0.18%

CWM, LLC

801

Mar 31, 26

+801

0.00%

SOL Capital Management CO

Mar 31, 26

-411.45K

GPS Wealth Strategies Group, LLC

850

Dec 31, 25

-23.52K

0.00%

SYNOVUS FINANCIAL CORP

383.90K

Sep 30, 25

+10.69K

1.09%

WETHERBY ASSET MANAGEMENT INC

7.40K

Sep 30, 25

0.02%

AVANTAX ADVISORY SERVICES, INC.

185.40K

Jun 30, 25

+11.34K

0.53%

Tyler-Stone Wealth Management

45.81K

Jun 30, 25

+700

0.13%

Congress Wealth Management LLC / DE /

27.10K

Jun 30, 25

+27.10K

0.08%

Wolf Group Capital Advisors

13.55K

Mar 31, 25

-4.45K

0.04%

Geller Advisors LLC

126.31K

Dec 31, 24

+132

0.36%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-850

Raymond James Financial Services Advisors, Inc.

339.05K

Sep 30, 24

+84.06K

0.96%

RAYMOND JAMES & ASSOCIATES

184.60K

Sep 30, 24

+104.27K

0.52%

SpiderRock Advisors, LLC

56.22K

Sep 30, 24

+56.22K

0.16%

BENJAMIN F. EDWARDS & COMPANY, INC.

80.12K

Jun 30, 24

-710

0.23%

BRR OpCo, LLC

1.14M

Sep 30, 22

+152.72K

3.24%

American Portfolios Advisors

Sep 30, 22

+60

0.00%