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Most stock quote data provided by Financial Modeling Prep
Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.
About N/A of shares are held by financial institutions. SEI INVESTMENTS CO is the top corporate investor, holding 65.26K shares valued at $612.00K. A 0.44% stake in Global X - SuperIncome Preferred ETF is owned by the company. BURNHAM & CO LLC owns 2K shares valued at $18.76K, which translates its holding of 0.01% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | SEI INVESTMENTS CO | 0.44% | 65.26K | 612K | 15.11K | +30.14% |
| Jun 30, 2026 | BURNHAM & CO LLC | 0.01% | 2K | 18.76K | 2K | +100.00% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.31% | 45.95K | 431K | 835 | +1.85% |
| Jun 30, 2026 | AMERIPRISE FINANCIAL INC | 0.21% | 31.41K | 294.51K | -7.59K | -19.46% |
| Jun 30, 2026 | FMR LLC | 0.01% | 1.73K | 16.25K | 163 | +10.38% |
| Jun 30, 2026 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.01% | 1.2K | 11.15K | 0 | 0 |
| Jun 30, 2026 | FOUNDERS FINANCIAL ALLIANCE, LLC | 0.01% | 1.04K | 9.76K | 0 | 0 |
| Jun 30, 2026 | UBS ASSET MANAGEMENT AMERICAS INC | 0.01% | 1K | 9.38K | -789 | -44.10% |
| Jun 30, 2026 | SHP WEALTH MANAGEMENT | 0.01% | 900 | 8.44K | 400 | +80.00% |
| Jun 30, 2026 | TRIUMPH CAPITAL MANAGEMENT | 0% | 500 | 4.69K | -60 | -10.71% |
| Jun 30, 2026 | KEY CAPITAL MANAGEMENT, INC | 0% | 334 | 3.13K | -704 | -67.82% |
| Jun 30, 2026 | PMV CAPITAL ADVISERS, LLC | 0% | 0 | - | -22 | -100.00% |
| Jun 30, 2026 | FARTHER FINANCE ADVISORS, LLC | 0.02% | 2.48K | 23.27K | 7 | +0.28% |
| Jun 30, 2026 | ADVISORNET FINANCIAL, INC | 0% | 0 | - | -230 | -100.00% |
| Jun 30, 2026 | JANE STREET GROUP, LLC | 0% | 0 | - | -32.04K | -100.00% |
| Jun 30, 2026 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0% | 0 | - | -28.36K | -100.00% |
| Jun 30, 2026 | FORTIS GROUP ADVISORS, LLC | 0% | 500 | 4.69K | 0 | 0 |
| Jun 30, 2026 | AE WEALTH MANAGEMENT LLC | 0.01% | 1.19K | 11.14K | 15 | +1.28% |
| Jun 30, 2026 | ANKERSTAR WEALTH, LLC | 0.02% | 2.24K | 21.04K | 0 | 0 |
| Jun 30, 2026 | PINNACLE ASSOCIATES LTD | 0.07% | 10.23K | 95.92K | 0 | 0 |
| Jun 30, 2026 | CARY STREET PARTNERS FINANCIAL LLC | 0.13% | 19.02K | 178.34K | 0 | 0 |
| Jun 30, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.16% | 23.72K | 222.45K | -57.44K | -70.77% |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.17% | 25.08K | 235.18K | -967 | -3.71% |
| Jun 30, 2026 | LPL FINANCIAL LLC | 13.71% | 2.04M | 19.16M | 1.38M | +206.53% |
| Jun 30, 2026 | SOUND INCOME STRATEGIES, LLC | 3.27% | 487.12K | 4.57M | -16K | -3.18% |
| Jun 30, 2026 | MORGAN STANLEY | 1.63% | 242.78K | 2.28M | 14.29K | +6.25% |
| Jun 30, 2026 | BANK OF AMERICA CORP /DE/ | 1.57% | 233.33K | 2.19M | 18.71K | +8.72% |
| Jun 30, 2026 | UBS GROUP AG | 1.16% | 172.56K | 1.62M | 6.6K | +3.97% |
| Jun 30, 2026 | WELLS FARGO & COMPANY/MN | 1.11% | 165.62K | 1.55M | 32.02K | +23.96% |
| Jun 30, 2026 | ENVESTNET ASSET MANAGEMENT INC | 1.06% | 158.14K | 1.48M | 18.33K | +13.11% |
| Jun 30, 2026 | ADVISORY SERVICES NETWORK, LLC | 0.18% | 27.57K | 258.52K | 0 | 0 |
| Jun 30, 2026 | WHIPPLEWOOD ADVISORS, LLC | 0.18% | 26.42K | 247.75K | -231 | -0.87% |
| Jun 30, 2026 | CORNERSTONE WEALTH MANAGEMENT, LLC | 0.16% | 23.2K | 217.58K | 1.22K | +5.55% |
| Jun 30, 2026 | GENWEALTH GROUP, INC. | 0.07% | 10.63K | 99.67K | 0 | 0 |
| Jun 30, 2026 | US BANCORP \DE\ | 0.07% | 10K | 93.78K | 0 | 0 |
| Jun 30, 2026 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 0.07% | 10K | 93.78K | 0 | 0 |
| Jun 30, 2026 | ALLWORTH FINANCIAL LP | 0.06% | 8.32K | 78.05K | 36 | +0.43% |
| Jun 30, 2026 | HARBOUR INVESTMENTS, INC. | 0.04% | 6.46K | 60.59K | 0 | 0 |
| Jun 30, 2026 | ROYAL BANK OF CANADA | 0.04% | 5.85K | 55K | 3.78K | +182.53% |
| Jun 30, 2026 | SYNERGY INVESTMENT MANAGEMENT, LLC | 0.03% | 4.2K | 39.36K | 68 | +1.65% |
| Jun 30, 2026 | FIFTH THIRD BANCORP | 0.02% | 3.2K | 30.01K | -1.75K | -35.41% |
| Jun 30, 2026 | SBI SECURITIES CO., LTD. | 0.01% | 2.07K | 19.38K | -146 | -6.60% |
| Jun 30, 2026 | PERIGON WEALTH MANAGEMENT, LLC | 0.85% | 126.84K | 1.19M | 11.65K | +10.12% |
| Jun 30, 2026 | RAYMOND JAMES FINANCIAL INC | 0.76% | 114.02K | 1.07M | -2.49K | -2.14% |
| Jun 30, 2026 | GLOBAL RETIREMENT PARTNERS, LLC | 0.53% | 79.1K | 741.8K | 79.1K | +100.00% |
| Jun 30, 2026 | NEWEDGE ADVISORS, LLC | 0.46% | 68.72K | 644.49K | 28.87K | +72.42% |
| Mar 31, 2026 | CARY STREET PARTNERS FINANCIAL LLC | 0.13% | 19.02K | 169.06K | 0 | 0 |
| Mar 31, 2026 | US BANCORP \DE\ | 0.07% | 10K | 88.9K | 0 | 0 |
| Mar 31, 2026 | AE WEALTH MANAGEMENT LLC | 0.01% | 1.17K | 10.43K | -3.42K | -74.44% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0.21% | 32.04K | 284.83K | 14.8K | +85.80% |
| Mar 31, 2026 | ASSETMARK, INC | 0% | 0 | - | -10 | -100.00% |
| Mar 31, 2026 | FOUNDERS FINANCIAL ALLIANCE, LLC | 0.01% | 1.04K | 9.25K | 0 | 0 |
| Mar 31, 2026 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.01% | 1.2K | 10.63K | 0 | 0 |
| Mar 31, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.54% | 81.16K | 721.49K | 66.21K | +443.11% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.17% | 26.04K | 231.52K | 4.15K | +18.93% |
| Mar 31, 2026 | WHIPPLEWOOD ADVISORS, LLC | 0.18% | 26.65K | 236.91K | 59 | +0.22% |
| Mar 31, 2026 | SOUND INCOME STRATEGIES, LLC | 3.37% | 503.12K | 4.46M | -25.77K | -4.87% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 4.47% | 666.59K | 5.93M | 23.87K | +3.71% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 0% | 0 | - | -18.54K | -100.00% |
| Mar 31, 2026 | SHP WEALTH MANAGEMENT | 0% | 500 | 4.45K | 0 | 0 |
| Mar 31, 2026 | KEY CAPITAL MANAGEMENT, INC | 0.01% | 1.04K | 9.23K | 1.01K | +4,225.00% |
| Mar 31, 2026 | ANKERSTAR WEALTH, LLC | 0.02% | 2.24K | 19.95K | 974 | +76.69% |
| Mar 31, 2026 | RONALD BLUE TRUST, INC. | 0% | 0 | - | -150 | -100.00% |
| Mar 31, 2026 | UBS ASSET MANAGEMENT AMERICAS INC | 0.01% | 1.79K | 15.9K | 1.79K | +100.00% |
| Mar 31, 2026 | SBI SECURITIES CO., LTD. | 0.01% | 2.21K | 19.67K | 10 | +0.45% |
| Mar 31, 2026 | BANK OF AMERICA CORP /DE/ | 1.44% | 214.62K | 1.91M | 18.51K | +9.44% |
| Mar 31, 2026 | MORGAN STANLEY | 1.53% | 228.49K | 2.03M | 14.66K | +6.86% |
| Mar 31, 2026 | NEWEDGE ADVISORS, LLC | 0.27% | 39.86K | 354.34K | -15.06K | -27.42% |
| Mar 31, 2026 | SYNERGY INVESTMENT MANAGEMENT, LLC | 0.03% | 4.13K | 36.71K | 4.13K | +100.00% |
| Mar 31, 2026 | AMERIPRISE FINANCIAL INC | 0.26% | 38.99K | 346.76K | 21.29K | +120.25% |
| Mar 31, 2026 | PMV CAPITAL ADVISERS, LLC | 0% | 22 | 200 | 22 | +100.00% |
| Mar 31, 2026 | ADVISORNET FINANCIAL, INC | 0% | 230 | 2.05K | 0 | 0 |
| Mar 31, 2026 | FORTIS GROUP ADVISORS, LLC | 0% | 500 | 4.45K | 0 | 0 |
| Mar 31, 2026 | TRIUMPH CAPITAL MANAGEMENT | 0% | 560 | 4.98K | 0 | 0 |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0.01% | 2.07K | 18K | -3.66K | -63.86% |
| Mar 31, 2026 | FARTHER FINANCE ADVISORS, LLC | 0.02% | 2.48K | 21.93K | -178 | -6.71% |
| Mar 31, 2026 | FIFTH THIRD BANCORP | 0.03% | 4.95K | 44.04K | 4.95K | +100.00% |
| Mar 31, 2026 | HARBOUR INVESTMENTS, INC. | 0.04% | 6.46K | 57.44K | 0 | 0 |
| Mar 31, 2026 | ALLWORTH FINANCIAL LP | 0.06% | 8.29K | 73.67K | 5.45K | +191.80% |
| Mar 31, 2026 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 0.07% | 10K | 88.9K | 0 | 0 |
| Mar 31, 2026 | GENWEALTH GROUP, INC. | 0.07% | 10.63K | 94.48K | 0 | 0 |
| Mar 31, 2026 | CORNERSTONE WEALTH MANAGEMENT, LLC | 0.15% | 21.98K | 195.42K | 3.89K | +21.52% |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 0.94% | 139.82K | 1.24M | -8.21K | -5.55% |
| Mar 31, 2026 | UBS GROUP AG | 1.11% | 165.97K | 1.48M | 1.67K | +1.01% |
| Mar 31, 2026 | PINNACLE ASSOCIATES LTD | 0.07% | 10.23K | 90.93K | -3.5K | -25.50% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.3% | 45.11K | 401K | 1.09K | +2.48% |
| Mar 31, 2026 | SEI INVESTMENTS CO | 0.34% | 50.15K | 445.8K | 10.61K | +26.85% |
| Mar 31, 2026 | PERIGON WEALTH MANAGEMENT, LLC | 0.77% | 115.19K | 1.02M | -1.17K | -1.00% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 0.78% | 116.51K | 1.04M | 1.75K | +1.53% |
| Mar 31, 2026 | WELLS FARGO & COMPANY/MN | 0.9% | 133.6K | 1.19M | 6.66K | +5.24% |
| Mar 31, 2026 | FMR LLC | 0.01% | 1.57K | 13.95K | 1.57K | +100.00% |
| Mar 31, 2026 | 0.01% | 2K | 17.78K | 2K | +100.00% | |
| Mar 31, 2026 | KINGSVIEW WEALTH MANAGEMENT, LLC | 0% | 0 | - | -10K | -100.00% |
| Mar 31, 2026 | CWM, LLC | 0.21% | 31.61K | 280.99K | 31.61K | +100.00% |
| Mar 31, 2026 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.19% | 28.36K | 252.15K | 2.3K | +8.82% |
| Mar 31, 2026 | ADVISORY SERVICES NETWORK, LLC | 0.18% | 27.57K | 245.07K | 0 | 0 |
| Dec 31, 2025 | COMERICA BANK | 0.04% | 4.95K | 46.17K | 0 | 0 |
| Dec 31, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0.42% | 65.9K | 614.19K | 31K | +88.83% |
| Dec 31, 2025 | GENWEALTH GROUP, INC. | 0.08% | 10.63K | 102.03K | 0 | 0 |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.81% | 126.95K | 1.18M | -22.18K | -14.87% |
| Dec 31, 2025 | PERIGON WEALTH MANAGEMENT, LLC | 0.82% | 116.35K | 1.08M | -1.68K | -1.42% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.94% | 148.03K | 1.38M | -20.42K | -12.12% |
| Dec 31, 2025 | UBS GROUP AG | 1.04% | 164.3K | 1.53M | -3.98K | -2.37% |
| Dec 31, 2025 | MORGAN STANLEY | 1.36% | 213.82K | 1.99M | 13.17K | +6.56% |
| Dec 31, 2025 | SOUND INCOME STRATEGIES, LLC | 3.75% | 528.89K | 5.05M | -30.58K | -5.47% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 4.08% | 642.72K | 5.99M | 7.61K | +1.20% |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0.35% | 54.91K | 511.79K | 174 | +0.32% |
| Dec 31, 2025 | PRINCIPAL SECURITIES, INC. | 0% | 0 | - | -1.14K | -100.00% |
| Dec 31, 2025 | CIBC PRIVATE WEALTH GROUP, LLC | 0% | 4 | 34 | 0 | 0 |
| Dec 31, 2025 | ASSETMARK, INC | 0% | 10 | 93 | 0 | 0 |
| Dec 31, 2025 | RONALD BLUE TRUST, INC. | 0% | 150 | 1.4K | 0 | 0 |
| Dec 31, 2025 | ADVISORNET FINANCIAL, INC | 0% | 230 | 2.14K | 0 | 0 |
| Dec 31, 2025 | FORTIS GROUP ADVISORS, LLC | 0% | 500 | 4.66K | 0 | 0 |
| Dec 31, 2025 | TRIUMPH CAPITAL MANAGEMENT | 0% | 560 | 5.22K | 0 | 0 |
| Dec 31, 2025 | FOUNDERS FINANCIAL ALLIANCE, LLC | 0.01% | 1.04K | 9.7K | 0 | 0 |
| Dec 31, 2025 | 0% | 24 | 224 | 24 | +100.00% | |
| Dec 31, 2025 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.01% | 1.2K | 11.18K | 1.2K | +100.00% |
| Dec 31, 2025 | SBI SECURITIES CO., LTD. | 0.01% | 2.2K | 20.53K | -25 | -1.12% |
| Dec 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.02% | 2.65K | 24.73K | 217 | +8.91% |
| Dec 31, 2025 | ALLWORTH FINANCIAL LP | 0.02% | 2.84K | 26.47K | 0 | 0 |
| Dec 31, 2025 | AE WEALTH MANAGEMENT LLC | 0.03% | 4.59K | 42.77K | -55.78K | -92.40% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.31% | 44.02K | 410K | 16.33K | +58.99% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.04% | 5.73K | 53K | -6.17K | -51.84% |
| Dec 31, 2025 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 0.07% | 10K | 93.2K | 0 | 0 |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.09% | 14.94K | 139.27K | 2.77K | +22.78% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0.12% | 18.54K | 172.82K | -51.86K | -73.66% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.14% | 21.9K | 204.09K | 11.54K | +111.38% |
| Dec 31, 2025 | TRANSCEND CAPITAL ADVISORS, LLC | 0% | 0 | - | -19.02K | -100.00% |
| Dec 31, 2025 | MUTUAL ADVISORS, LLC | 0% | 0 | - | -16.55K | -100.00% |
| Dec 31, 2025 | CWM, LLC | 0% | 0 | - | -113 | -100.00% |
| Dec 31, 2025 | J.SAFRA ASSET MANAGEMENT CORP | 0% | 0 | - | -1.96K | -100.00% |
| Dec 31, 2025 | TWO SIGMA SECURITIES, LLC | 0% | 0 | - | -14.16K | -100.00% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.73% | 114.76K | 1.07M | 4.29K | +3.88% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 1.25% | 196.11K | 1.83M | -9.27K | -4.51% |
| Dec 31, 2025 | JONES FINANCIAL COMPANIES LLLP | 0% | 0 | - | -387 | -100.00% |
| Dec 31, 2025 | WHIPPLEWOOD ADVISORS, LLC | 0.17% | 26.59K | 247.82K | 1.04K | +4.06% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -39.03K | -100.00% |
| Dec 31, 2025 | ADVISORY SERVICES NETWORK, LLC | 0.17% | 27.57K | 256.92K | 9.88K | +55.89% |
| Dec 31, 2025 | FMR LLC | 0% | 0 | - | -18 | -100.00% |
| Dec 31, 2025 | US BANCORP \DE\ | 0.07% | 10K | 93.2K | 10K | +100.00% |
| Dec 31, 2025 | PINNACLE ASSOCIATES LTD | 0.1% | 13.73K | 127.95K | -500 | -3.51% |
| Dec 31, 2025 | AMERIPRISE FINANCIAL INC | 0.11% | 17.7K | 164.99K | 2.95K | +20.00% |
| Dec 31, 2025 | HARBOUR INVESTMENTS, INC. | 0.04% | 6.46K | 60.22K | 2.61K | +67.82% |
| Dec 31, 2025 | KINGSVIEW WEALTH MANAGEMENT, LLC | 0.06% | 10K | 93.2K | 0 | 0 |
| Dec 31, 2025 | CARY STREET PARTNERS FINANCIAL LLC | 0.12% | 19.02K | 177.24K | 19.02K | +100.00% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.12% | 17.24K | 160.71K | 17.24K | +100.00% |
| Dec 31, 2025 | CORNERSTONE WEALTH MANAGEMENT, LLC | 0.13% | 18.09K | 168.59K | 1.59K | +9.65% |
| Dec 31, 2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.17% | 26.06K | 242.91K | -1.79K | -6.43% |
| Dec 31, 2025 | SEI INVESTMENTS CO | 0.25% | 39.53K | 368.43K | 4.81K | +13.84% |
| Sep 30, 2025 | UBS GROUP AG | 1.16% | 168.28K | 1.55M | 1.88K | +1.13% |
| Sep 30, 2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.19% | 27.85K | 257.37K | 1.94K | +7.47% |
| Sep 30, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0.24% | 34.9K | 322.48K | 2.97K | +9.32% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.27% | 39.03K | 360.6K | 39.03K | +100.00% |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0.38% | 54.74K | 505.79K | -329 | -0.60% |
| Sep 30, 2025 | AE WEALTH MANAGEMENT LLC | 0.42% | 60.37K | 557.84K | 10.34K | +20.66% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.48% | 70.4K | 650.49K | -651 | -0.92% |
| Sep 30, 2025 | MORGAN STANLEY | 1.38% | 200.65K | 1.85M | -2.2K | -1.08% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 1.41% | 205.38K | 1.9M | -3.12K | -1.50% |
| Sep 30, 2025 | WHIPPLEWOOD ADVISORS, LLC | 0.18% | 25.55K | 236.1K | 1.38K | +5.69% |
| Sep 30, 2025 | TRANSCE3ND, LLC | 0% | 0 | - | -260 | -100.00% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.19% | 27.69K | 256K | -1.89K | -6.38% |
| Sep 30, 2025 | MEADOWBROOK INVESTMENT ADVISORS LLC | 0% | 0 | - | -4.27K | -100.00% |
| Sep 30, 2025 | CIBC PRIVATE WEALTH GROUP, LLC | 0% | 4 | 33 | 0 | 0 |
| Sep 30, 2025 | ASSETMARK, INC | 0% | 10 | 92 | -52 | -83.87% |
| Sep 30, 2025 | FMR LLC | 0% | 18 | 165 | -12 | -40.00% |
| Sep 30, 2025 | CWM, LLC | 0% | 113 | 1K | 0 | 0 |
| Sep 30, 2025 | RONALD BLUE TRUST, INC. | 0% | 150 | 1.39K | 150 | +100.00% |
| Sep 30, 2025 | ADVISORNET FINANCIAL, INC | 0% | 230 | 2.13K | 0 | 0 |
| Sep 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0% | 387 | 3.62K | 387 | +100.00% |
| Sep 30, 2025 | FORTIS GROUP ADVISORS, LLC | 0% | 500 | 4.62K | 0 | 0 |
| Sep 30, 2025 | ANCHOR INVESTMENT MANAGEMENT, LLC | 0% | 514 | 4.75K | 514 | +100.00% |
| Sep 30, 2025 | TRIUMPH CAPITAL MANAGEMENT | 0% | 560 | 5.17K | 560 | +100.00% |
| Sep 30, 2025 | FOUNDERS FINANCIAL ALLIANCE, LLC | 0.01% | 1.04K | 9.61K | 0 | 0 |
| Sep 30, 2025 | PRINCIPAL SECURITIES, INC. | 0.01% | 1.14K | 10.49K | 0 | 0 |
| Sep 30, 2025 | J.SAFRA ASSET MANAGEMENT CORP | 0.01% | 1.96K | 18.14K | 1.96K | +100.00% |
| Sep 30, 2025 | SBI SECURITIES CO., LTD. | 0.02% | 2.23K | 20.59K | -867 | -28.01% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.16% | 168.44K | 1.56M | 1.93K | +1.16% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.76% | 110.47K | 1.02M | 24.47K | +28.46% |
| Sep 30, 2025 | PERIGON WEALTH MANAGEMENT, LLC | 0.81% | 118.03K | 1.09M | 4.48K | +3.95% |
| Sep 30, 2025 | SOUND INCOME STRATEGIES, LLC | 3.85% | 559.48K | 5.2M | -38.37K | -6.42% |
| Sep 30, 2025 | ALLWORTH FINANCIAL LP | 0.02% | 2.84K | 26.24K | 0 | 0 |
| Sep 30, 2025 | HARBOUR INVESTMENTS, INC. | 0.03% | 3.85K | 35.57K | 2.7K | +234.78% |
| Sep 30, 2025 | COMERICA BANK | 0.03% | 4.95K | 45.78K | 0 | 0 |
| Sep 30, 2025 | LPL FINANCIAL LLC | 4.37% | 635.12K | 5.87M | -55.67K | -8.06% |
| Sep 30, 2025 | MCIA INC | 0% | 0 | - | -12.72K | -100.00% |
| Sep 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.02% | 2.44K | 22.51K | 2.44K | +100.00% |
| Sep 30, 2025 | SEI INVESTMENTS CO | 0.24% | 34.73K | 320.89K | 10.55K | +43.62% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.08% | 11.9K | 110K | -5.52K | -31.67% |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.08% | 12.17K | 112.46K | -39.69K | -76.53% |
| Sep 30, 2025 | TWO SIGMA SECURITIES, LLC | 0.1% | 14.16K | 130.82K | 14.16K | +100.00% |
| Sep 30, 2025 | PINNACLE ASSOCIATES LTD | 0.1% | 14.23K | 131.47K | 300 | +2.15% |
| Sep 30, 2025 | AMERIPRISE FINANCIAL INC | 0.1% | 14.75K | 136.31K | 14.75K | +100.00% |
| Sep 30, 2025 | CORNERSTONE WEALTH MANAGEMENT, LLC | 0.11% | 16.5K | 152.44K | 512 | +3.20% |
| Sep 30, 2025 | ADVISORY SERVICES NETWORK, LLC | 0.12% | 17.68K | 163.4K | 0 | 0 |
| Sep 30, 2025 | TRANSCEND CAPITAL ADVISORS, LLC | 0.13% | 19.02K | 175.72K | 0 | 0 |
| Sep 30, 2025 | MUTUAL ADVISORS, LLC | 0.11% | 16.55K | 152.76K | 0 | 0 |
| Sep 30, 2025 | BEACON CAPITAL MANAGEMENT, LLC | 0% | 0 | - | -626 | -100.00% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 1.03% | 149.13K | 1.38M | 7.81K | +5.52% |
| Sep 30, 2025 | KINGSVIEW WEALTH MANAGEMENT, LLC | 0.07% | 10K | 92.4K | 0 | 0 |
| Sep 30, 2025 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 0.07% | 10K | 92.4K | 0 | 0 |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.07% | 10.36K | 95.63K | 5.5K | +113.06% |
| Sep 30, 2025 | GENWEALTH GROUP, INC. | 0.07% | 10.63K | 98.2K | 0 | 0 |
| Jun 30, 2025 | PINNACLE ASSOCIATES LTD | 0.09% | 13.93K | 124.93K | 0 | 0 |
| Jun 30, 2025 | LPL FINANCIAL LLC | 4.65% | 690.79K | 6.2M | -8.93K | -1.28% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.12% | 166.51K | 1.49M | -3.49K | -2.05% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.2% | 29.57K | 265K | 615 | +2.12% |
| Jun 30, 2025 | MUTUAL ADVISORS, LLC | 0.11% | 16.55K | 152.51K | 0 | 0 |
| Jun 30, 2025 | CORNERSTONE WEALTH MANAGEMENT, LLC | 0.11% | 15.99K | 143.38K | 1.73K | +12.15% |
| Jun 30, 2025 | FMR LLC | 0% | 30 | 269 | 30 | +100.00% |
| Jun 30, 2025 | AMERIPRISE FINANCIAL INC | 0% | 0 | - | -13.09K | -100.00% |
| Jun 30, 2025 | PERIGON WEALTH MANAGEMENT, LLC | 0.76% | 113.55K | 1.02M | -1.23K | -1.07% |
| Jun 30, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0.22% | 31.93K | 286.38K | 31.93K | +100.00% |
| Jun 30, 2025 | ASSETMARK, INC | 0% | 62 | 556 | 0 | 0 |
| Jun 30, 2025 | SEI INVESTMENTS CO | 0.16% | 24.18K | 216.91K | 4.12K | +20.56% |
| Jun 30, 2025 | TRANSCEND CAPITAL ADVISORS, LLC | 0.13% | 19.02K | 170.58K | 0 | 0 |
| Jun 30, 2025 | ADVISORY SERVICES NETWORK, LLC | 0.12% | 17.68K | 161.89K | 0 | 0 |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.12% | 17.42K | 156K | 1.53K | +9.61% |
| Jun 30, 2025 | SOUND INCOME STRATEGIES, LLC | 4.03% | 597.84K | 5.36M | -6.34K | -1.05% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.48% | 71.05K | 637.32K | -1.19K | -1.64% |
| Jun 30, 2025 | MORGAN STANLEY | 1.37% | 202.85K | 1.82B | 17.05K | +9.17% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.37% | 55.07K | 493.96K | 5.33K | +10.72% |
| Jun 30, 2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.17% | 25.92K | 232.5K | 25.92K | +100.00% |
| Jun 30, 2025 | HARBOUR INVESTMENTS, INC. | 0.01% | 1.15K | 10.32K | -490 | -29.88% |
| Jun 30, 2025 | PRINCIPAL SECURITIES, INC. | 0.01% | 1.14K | 10.18K | 0 | 0 |
| Jun 30, 2025 | FOUNDERS FINANCIAL ALLIANCE, LLC | 0.01% | 1.04K | 9.33K | 0 | 0 |
| Jun 30, 2025 | BEACON CAPITAL MANAGEMENT, LLC | 0% | 626 | 5.62K | 0 | 0 |
| Jun 30, 2025 | FORTIS GROUP ADVISORS, LLC | 0% | 500 | 4.49K | 0 | 0 |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 1.4% | 208.51K | 1.87M | 362 | +0.17% |
| Jun 30, 2025 | MCIA INC | 0.09% | 12.72K | 114.14K | 5 | +0.04% |
| Jun 30, 2025 | GENWEALTH GROUP, INC. | 0.07% | 10.63K | 95.33K | 0 | 0 |
| Jun 30, 2025 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 0.07% | 10K | 89.7K | 0 | 0 |
| Jun 30, 2025 | KINGSVIEW WEALTH MANAGEMENT, LLC | 0.07% | 10K | 89.7K | 0 | 0 |
| Jun 30, 2025 | COMERICA BANK | 0.03% | 4.95K | 44.44K | 0 | 0 |
| Jun 30, 2025 | MEADOWBROOK INVESTMENT ADVISORS LLC | 0.03% | 4.27K | 38.26K | -605 | -12.42% |
| Jun 30, 2025 | ALLWORTH FINANCIAL LP | 0.02% | 2.84K | 25.48K | 2.84K | +100.00% |
| Jun 30, 2025 | ADVISORNET FINANCIAL, INC | 0% | 230 | 2.06K | 0 | 0 |
| Jun 30, 2025 | CWM, LLC | 0% | 113 | 1K | 113 | +100.00% |
| Jun 30, 2025 | CIBC PRIVATE WEALTH GROUP, LLC | 0% | 4 | 32 | 1 | +33.33% |
| Jun 30, 2025 | MML INVESTORS SERVICES, LLC | 0% | 0 | - | -11.05K | -100.00% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -26.09K | -100.00% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0% | 0 | - | -98.47K | -100.00% |
| Jun 30, 2025 | 0% | 0 | - | -248 | -100.00% | |
| Jun 30, 2025 | UBS GROUP AG | 1.12% | 166.4K | 1.49M | 472 | +0.28% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.95% | 141.32K | 1.27M | 23.01K | +19.45% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.58% | 86K | 771.41K | 6.06K | +7.58% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.35% | 51.86K | 465.15K | 35.28K | +212.84% |
| Jun 30, 2025 | AE WEALTH MANAGEMENT LLC | 0.34% | 50.04K | 448.82K | 6.65K | +15.34% |
| Jun 30, 2025 | WHIPPLEWOOD ADVISORS, LLC | 0.16% | 24.18K | 216.87K | 24.17K | +805,800.00% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.03% | 4.86K | 43.62K | -2.63K | -35.10% |
| Jun 30, 2025 | SBI SECURITIES CO., LTD. | 0.02% | 3.1K | 27.76K | 160 | +5.45% |
| Jun 30, 2025 | TRANSCE3ND, LLC | 0% | 260 | 2.33K | -33 | -11.26% |
| Jun 30, 2025 | AMERIFLEX GROUP, INC. | 0% | 0 | - | -248 | -100.00% |
| Mar 31, 2025 | ASSETMARK, INC | 0% | 62 | 556 | 0 | 0 |
| Mar 31, 2025 | ADVISORNET FINANCIAL, INC | 0% | 230 | 2.06K | 0 | 0 |
| Mar 31, 2025 | FORTIS GROUP ADVISORS, LLC | 0% | 500 | 4.48K | 0 | 0 |
| Mar 31, 2025 | FOUNDERS FINANCIAL ALLIANCE, LLC | 0.01% | 1.04K | 9.33K | 0 | 0 |
| Mar 31, 2025 | PRINCIPAL SECURITIES, INC. | 0.01% | 1.14K | 10.51K | 0 | 0 |
| Mar 31, 2025 | HARBOUR INVESTMENTS, INC. | 0.01% | 1.64K | 14.7K | 0 | 0 |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.81% | 118.31K | 1.06M | -2.19K | -1.82% |
| Mar 31, 2025 | UBS GROUP AG | 1.13% | 165.93K | 1.49M | 16.6K | +11.12% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 1.16% | 170K | 1.52M | 862 | +0.51% |
| Mar 31, 2025 | AMERIPRISE FINANCIAL INC | 0.09% | 13.09K | 117.32K | 13.09K | +100.00% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.11% | 16.58K | 148.61K | -57.76K | -77.70% |
| Mar 31, 2025 | MEADOWBROOK INVESTMENT ADVISORS LLC | 0.03% | 4.87K | 43.66K | 0 | 0 |
| Mar 31, 2025 | COMERICA BANK | 0.03% | 4.95K | 44.41K | -8.1K | -62.05% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.05% | 7.49K | 67.21K | -10.84K | -59.12% |
| Mar 31, 2025 | KINGSVIEW WEALTH MANAGEMENT, LLC | 0.07% | 10K | 89.65K | -500 | -4.76% |
| Mar 31, 2025 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 0.07% | 10K | 89.65K | 0 | 0 |
| Mar 31, 2025 | GENWEALTH GROUP, INC. | 0.07% | 10.63K | 95.28K | 0 | 0 |
| Mar 31, 2025 | ADVISORY SERVICES NETWORK, LLC | 0.12% | 17.68K | 158.54K | 0 | 0 |
| Mar 31, 2025 | TRANSCEND CAPITAL ADVISORS, LLC | 0.13% | 19.02K | 170.49K | 0 | 0 |
| Mar 31, 2025 | SEI INVESTMENTS CO | 0.14% | 20.06K | 179.82K | 2.56K | +14.62% |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0.34% | 49.74K | 445.89K | 121 | +0.24% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 1.42% | 208.15K | 1.87M | -3.51K | -1.66% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.54% | 79.94K | 716.68K | 5.79K | +7.80% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 0.67% | 98.47K | 882.77K | 30.92K | +45.78% |
| Mar 31, 2025 | PERIGON WEALTH MANAGEMENT, LLC | 0.78% | 114.77K | 1.03M | 1.27K | +1.12% |
| Mar 31, 2025 | MORGAN STANLEY | 1.27% | 185.81K | 1.67M | 6.39K | +3.56% |
| Mar 31, 2025 | SOUND INCOME STRATEGIES, LLC | 4.12% | 604.18K | 5.42M | 48.86K | +8.80% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 4.77% | 699.71K | 6.27M | -33.11K | -4.52% |
| Mar 31, 2025 | PINNACLE ASSOCIATES LTD | 0.09% | 13.93K | 124.87K | 0 | 0 |
| Mar 31, 2025 | CORNERSTONE WEALTH MANAGEMENT, LLC | 0.1% | 14.25K | 127.78K | 902 | +6.76% |
| Mar 31, 2025 | BEACON CAPITAL MANAGEMENT, LLC | 0% | 626 | 5.61K | 0 | 0 |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.11% | 15.89K | 142K | -172 | -1.07% |
| Mar 31, 2025 | 0% | 3 | 216.09K | -24.31K | -99.99% | |
| Mar 31, 2025 | MML INVESTORS SERVICES, LLC | 0.08% | 11.05K | 99K | -5.85K | -34.61% |
| Mar 31, 2025 | MUTUAL ADVISORS, LLC | 0.11% | 16.55K | 144.98K | 0 | 0 |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.18% | 26.09K | 233.91K | 26.09K | +100.00% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.2% | 28.96K | 260K | -4.95K | -14.60% |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.49% | 72.24K | 647.63K | 1.75K | +2.48% |
| Mar 31, 2025 | AE WEALTH MANAGEMENT LLC | 0.3% | 43.38K | 388.93K | 9.76K | +29.04% |
| Mar 31, 2025 | STRATEGIC FINANCIAL CONCEPTS, LLC | 0% | 0 | - | -36.05K | -100.00% |
| Mar 31, 2025 | ELLIS INVESTMENT PARTNERS, LLC | 0% | 0 | - | -31.96K | -100.00% |
| Mar 31, 2025 | CIBC PRIVATE WEALTH GROUP, LLC | 0% | 3 | 29 | 0 | 0 |
| Mar 31, 2025 | MCIA INC | 0.09% | 12.71K | 111.35K | 12.71K | +100.00% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 4.18% | 757.3K | 7.16M | 15.34K | +2.07% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 2.53% | 458K | 4.33M | 27.19K | +6.31% |
| Mar 31, 2024 | GLOBAL RETIREMENT PARTNERS, LLC | 0.14% | 22.93K | 216.93K | 0 | 0 |
| Mar 31, 2024 | NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 0% | 0 | - | -572 | -100.00% |
| Mar 31, 2024 | HENNION & WALSH ASSET MANAGEMENT, INC. | 0% | 0 | - | -359.2K | -100.00% |
| Mar 31, 2024 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0% | 0 | - | -20.88K | -100.00% |
| Mar 31, 2024 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 0% | 0 | - | -728 | -100.00% |
| Mar 31, 2024 | OLD MISSION CAPITAL LLC | 0% | 0 | - | -82.11K | -100.00% |
| Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | - | -84.42K | -100.00% |
| Mar 31, 2024 | D.A. DAVIDSON & CO. | 0% | 0 | - | -54.36K | -100.00% |
| Mar 31, 2024 | ASSETMARK, INC | 0% | 62 | 587 | 0 | 0 |
| Mar 31, 2024 | GRADIENT INVESTMENTS LLC | 0% | 178 | 1.69K | -3.48K | -95.13% |
| Mar 31, 2024 | ADVISORNET FINANCIAL, INC | 0% | 230 | 2.18K | 0 | 0 |
| Mar 31, 2024 | CREEKMUR ASSET MANAGEMENT LLC | 0% | 355 | 3.36K | -111 | -23.82% |
| Mar 31, 2024 | FORTIS GROUP ADVISORS, LLC | 0% | 500 | 4.73K | -500 | -50.00% |
| Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.01% | 1K | 9.46K | 1K | +100.00% |
| Mar 31, 2024 | FOUNDERS FINANCIAL ALLIANCE, LLC | 0.01% | 1.04K | 9.84K | 0 | 0 |
| Mar 31, 2024 | PRINCIPAL SECURITIES, INC. | 0.01% | 1.17K | 11.07K | 202 | +20.87% |
| Mar 31, 2024 | BEACON CAPITAL MANAGEMENT, LLC | 0.01% | 1.19K | 11.22K | 0 | 0 |
| Mar 31, 2024 | MCIA INC | 0.07% | 11.05K | 103.22K | 11.05K | +100.00% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.07% | 11.48K | 109K | 11.48K | +100.00% |
| Mar 31, 2024 | COMERICA BANK | 0.07% | 13.05K | 123.49K | 0 | 0 |
| Mar 31, 2024 | MML INVESTORS SERVICES, LLC | 0.15% | 24.52K | 232K | 5.77K | +30.75% |
| Mar 31, 2024 | AE WEALTH MANAGEMENT LLC | 0.17% | 28.41K | 268.72K | -2.93K | -9.34% |
| Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.19% | 33.99K | 322K | -47 | -0.14% |
| Mar 31, 2024 | ELLIS INVESTMENT PARTNERS, LLC | 0.19% | 32.06K | 303.27K | 208 | +0.65% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.26% | 47.82K | 452.33K | 7.3K | +18.00% |
| Mar 31, 2024 | KINGSVIEW WEALTH MANAGEMENT, LLC | 0.27% | 44.5K | 420.97K | 0 | 0 |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.28% | 49.87K | 471.75K | -7.73K | -13.42% |
| Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.29% | 47.04K | 444.98K | -4.98K | -9.57% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.31% | 55.78K | 527K | -52.05K | -48.27% |
| Mar 31, 2024 | CITADEL ADVISORS LLC | 0.34% | 60.86K | 575.77K | 697 | +1.16% |
| Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.49% | 80.27K | 759.34K | 6.3K | +8.51% |
| Mar 31, 2024 | UBS GROUP AG | 0.95% | 171.39K | 1.62M | -6.6K | -3.71% |
| Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 1.02% | 183.95K | 1.74M | 19.5K | +11.86% |
| Mar 31, 2024 | MORGAN STANLEY | 1.04% | 188.05K | 1.78M | -1.1K | -0.58% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 1.24% | 223.83K | 2.12M | -131.01K | -36.92% |
| Mar 31, 2024 | PINNACLE ASSOCIATES LTD | 0.08% | 13.93K | 131.76K | 0 | 0 |
| Mar 31, 2024 | EAGLE STRATEGIES LLC | 0.09% | 15K | 141.9K | 15K | +100.00% |
| Mar 31, 2024 | MEADOWBROOK INVESTMENT ADVISORS LLC | 0.1% | 15.95K | 150.84K | 0 | 0 |
| Mar 31, 2024 | MUTUAL ADVISORS, LLC | 0.11% | 18.65K | 176.47K | 0 | 0 |
| Mar 31, 2024 | ADVISORY SERVICES NETWORK, LLC | 0.11% | 18.67K | 176.63K | -97.48K | -83.92% |
| Mar 31, 2024 | TRANSCEND CAPITAL ADVISORS, LLC | 0.12% | 19.02K | 179.9K | 0 | 0 |
| Mar 31, 2024 | GENWEALTH GROUP, INC. | 0.06% | 10.63K | 100.54K | 0 | 0 |
| Mar 31, 2024 | SOUND INCOME STRATEGIES, LLC | 2.88% | 475.35K | 4.5M | 51.81K | +12.23% |
| Mar 31, 2024 | PARALLEL ADVISORS, LLC | 0% | 0 | - | -2.5K | -100.00% |
| Mar 31, 2024 | FUTURE FINANCIAL WEALTH MANAGMENT LLC | 0.01% | 2K | 18.92K | 2K | +100.00% |
| Mar 31, 2024 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 0.06% | 10K | 94.6K | 0 | 0 |
| Mar 31, 2024 | IVC WEALTH ADVISORS LLC | 0.06% | 10.45K | 98.86K | 0 | 0 |
| Dec 31, 2023 | ASSETMARK, INC | 0% | 62 | 563 | 0 | 0 |
| Dec 31, 2023 | ADVISORNET FINANCIAL, INC | 0% | 230 | 2.09K | 0 | 0 |
| Dec 31, 2023 | PROVENCE WEALTH MANAGEMENT GROUP | 0% | 341 | 3.1K | 0 | 0 |
| Dec 31, 2023 | NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 0% | 572 | 5.19K | 0 | 0 |
| Dec 31, 2023 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 0% | 728 | 5.95K | 0 | 0 |
| Dec 31, 2023 | FORTIS GROUP ADVISORS, LLC | 0.01% | 1K | 9.08K | 500 | +100.00% |
| Dec 31, 2023 | FOUNDERS FINANCIAL ALLIANCE, LLC | 0.01% | 1.04K | 9.45K | 0 | 0 |
| Dec 31, 2023 | BEACON CAPITAL MANAGEMENT, LLC | 0.01% | 1.19K | 10.41K | -4 | -0.34% |
| Dec 31, 2023 | HARBOUR INVESTMENTS, INC. | 0.01% | 1.33K | 12.09K | -601 | -31.11% |
| Dec 31, 2023 | PARALLEL ADVISORS, LLC | 0.01% | 2.5K | 22.7K | 0 | 0 |
| Dec 31, 2023 | GRADIENT INVESTMENTS LLC | 0.02% | 3.65K | 33.17K | 1.82K | +99.07% |
| Dec 31, 2023 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 0.06% | 10K | 90.8K | 0 | 0 |
| Dec 31, 2023 | IVC WEALTH ADVISORS LLC | 0.06% | 10.45K | 94.89K | 0 | 0 |
| Dec 31, 2023 | GENWEALTH GROUP, INC. | 0.06% | 10.63K | 96.5K | 0 | 0 |
| Dec 31, 2023 | COMERICA BANK | 0.07% | 13.05K | 118.53K | 1.75K | +15.52% |
| Dec 31, 2023 | PINNACLE ASSOCIATES LTD | 0.08% | 13.93K | 126.47K | 0 | 0 |
| Dec 31, 2023 | 0% | 466 | 4.23K | 466 | +100.00% | |
| Dec 31, 2023 | MUTUAL ADVISORS, LLC | 0.11% | 18.65K | 169.38K | -675 | -3.49% |
| Dec 31, 2023 | MML INVESTORS SERVICES, LLC | 0.11% | 18.76K | 170K | -36.06K | -65.79% |
| Dec 31, 2023 | TRANSCEND CAPITAL ADVISORS, LLC | 0.11% | 19.02K | 172.67K | 0 | 0 |
| Dec 31, 2023 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.12% | 20.88K | 2.3M | 20.88K | +100.00% |
| Dec 31, 2023 | GLOBAL RETIREMENT PARTNERS, LLC | 0.13% | 22.93K | 211.66K | 1 | 0.00% |
| Dec 31, 2023 | AE WEALTH MANAGEMENT LLC | 0.18% | 31.33K | 294.83K | -1.59K | -4.84% |
| Dec 31, 2023 | ELLIS INVESTMENT PARTNERS, LLC | 0.18% | 31.85K | 289.2K | 2.12K | +7.13% |
| Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.19% | 34.04K | 309K | -1.45K | -4.09% |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.23% | 40.52K | 367.92K | 17.08K | +72.88% |
| Dec 31, 2023 | KINGSVIEW WEALTH MANAGEMENT, LLC | 0.25% | 44.5K | 404.06K | 0 | 0 |
| Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0.29% | 52.02K | 472.3K | -3.58K | -6.43% |
| Dec 31, 2023 | D.A. DAVIDSON & CO. | 0.31% | 54.36K | 493.62K | 4.52K | +9.08% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.32% | 57.59K | 522.96K | -6.02K | -9.47% |
| Dec 31, 2023 | CITADEL ADVISORS LLC | 0.34% | 60.17K | 546.32K | -82.76K | -57.90% |
| Dec 31, 2023 | CETERA INVESTMENT ADVISERS | 0.42% | 73.97K | 671.67K | 2.84K | +3.99% |
| Dec 31, 2023 | OLD MISSION CAPITAL LLC | 0.46% | 82.11K | 745.51K | 82.11K | +100.00% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.61% | 107.83K | 979K | 105.79K | +5,188.47% |
| Dec 31, 2023 | ADVISORY SERVICES NETWORK, LLC | 0.65% | 116.15K | 1.05M | 1.7K | +1.49% |
| Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.93% | 164.45K | 1.49M | -51.71K | -23.92% |
| Dec 31, 2023 | UBS GROUP AG | 1% | 177.98K | 1.62M | -5.43K | -2.96% |
| Dec 31, 2023 | MORGAN STANLEY | 1.07% | 189.15K | 1.72M | -41.87K | -18.12% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 2% | 354.84K | 3.22M | -18.26K | -4.89% |
| Dec 31, 2023 | HENNION & WALSH ASSET MANAGEMENT, INC. | 2.02% | 359.2K | 3.26M | 59.93K | +20.02% |
| Dec 31, 2023 | SOUND INCOME STRATEGIES, LLC | 2.38% | 423.55K | 3.85M | 25.8K | +6.49% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 2.43% | 430.81K | 3.91M | -507.27K | -54.08% |
| Dec 31, 2023 | LPL FINANCIAL LLC | 4.18% | 741.96K | 6.74M | -30.17K | -3.91% |