← All institutions
Institutional Holdings
PDIOwnership Summary
Institutions Holding
279
Total Shares Held
64,319,375
Total Value Held
$1,082,000,828
Quarter
2026-06-30
Active Positions
Increased Positions
7
996,365 shares
Decreased Positions
1
2,935,564 shares
Held Positions
2
2,162 shares
New Positions
264
60,385,284 shares
Sold Out Positions
5
43,795 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Meadowbrook Wealth Management, LLC | 110,570 | $1,848,736 | New position | 1.99% | 2026-06-30 |
| GHE, LLC | 17,200 | $304,612 | New position | 2025-12-31 | |
| KERR FINANCIAL PLANNING Corp | 4,651 | $77,671 | ▲ +112 | 0.09% | 2026-06-30 |
| FIRST HORIZON CORP | 3,453 | $57,665 | ▲ +93 | 0.00% | 2026-06-30 |
| Sankala Group LLC | 3,234 | $49,016 | ▲ +123 | 0.03% | 2026-06-30 |
| HUNTINGTON NATIONAL BANK | 2,730 | $48,348 | New position | 2025-12-31 | |
| RAFFA WEALTH MANAGEMENT, LLC | 2,158 | $36,039 | Unchanged | 0.00% | 2026-06-30 |
| Heritage Wealth Advisors | 2,000 | $35,420 | New position | 2025-12-31 | |
| COHEN & STEERS, INC. | 1,178,421 | $20,870 | New position | 2025-12-31 | |
| JONES FINANCIAL COMPANIES LLLP | 0 | $0 | Sold out | 2025-12-31 | |
| Salomon & Ludwin, LLC | 352 | $6,354 | New position | 2025-12-31 | |
| Strengthening Families & Communities, LLC | 342 | $5,711 | New position | 0.00% | 2026-06-30 |
| PNC FINANCIAL SERVICES GROUP, INC. | 81,303 | $1,439,878 | New position | 2025-12-31 | |
| WEDBUSH SECURITIES INC | 63,312 | $1,121 | New position | 2025-12-31 | |
| Markowski Investments | 81 | $1,353 | New position | 0.00% | 2026-06-30 |
| MassMutual Private Wealth & Trust, FSB | 4 | $67 | Unchanged | 0.00% | 2026-06-30 |
| Coston, McIsaac & Partners | 1,738 | $30 | New position | 2025-12-31 | |
| BNP PARIBAS FINANCIAL MARKETS | 1 | $18 | New position | 2025-12-31 | |
| WEST MICHIGAN ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| LANARK FINANCIAL, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| Ascentis Independent Advisors | 0 | $0 | Sold out | 2026-06-30 | |
| MORGAN STANLEY | 12,700,678 | $224,929,021 | New position | 2025-12-31 | |
| LPL Financial LLC | 4,874,023 | $86,318,939 | New position | 2025-12-31 | |
| BANK OF AMERICA CORP /DE/ | 2,935,564 | $51,988,837 | ▼ -128,054 | 2025-12-31 | |
| PFG Investments, LLC | 2,903,754 | $51,425,482 | New position | 2025-12-31 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 2,821,448 | $49,967,841 | New position | 2025-12-31 | |
| WELLS FARGO & COMPANY/MN | 2,214,301 | $39,215,278 | New position | 2025-12-31 | |
| J.W. COLE ADVISORS, INC. | 1,626,283 | $28,619,626 | New position | 2025-12-31 | |
| Cetera Investment Advisers | 1,597,409 | $28,290,112 | New position | 2025-12-31 | |
| UBS Group AG | 1,591,948 | $28,193,398 | New position | 2025-12-31 | |
| OSAIC HOLDINGS, INC. | 1,435,825 | $25,436,541 | New position | 2025-12-31 | |
| ROYAL BANK OF CANADA | 1,391,206 | $24,637,000 | New position | 2025-12-31 | |
| RAYMOND JAMES FINANCIAL INC | 1,368,422 | $24,234,749 | New position | 2025-12-31 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,305,185 | $23,114,832 | New position | 2025-12-31 | |
| Logan Stone Capital, LLC | 1,220,602 | $21,616,861 | New position | 2025-12-31 | |
| TD Waterhouse Canada Inc. | 1,216,266 | $21,540,071 | New position | 2025-12-31 | |
| Private Advisor Group, LLC | 833,788 | $14,766,375 | New position | 2025-12-31 | |
| GUGGENHEIM CAPITAL LLC | 697,613 | $12,354,726 | New position | 2025-12-31 | |
| Mission Hills Financial Advisory, LLC | 682,476 | $12,086,653 | New position | 2025-12-31 | |
| LifeWealth Investments, LLC | 670,312 | $11,871,226 | ▲ +21,884 | 2025-12-31 | |
| Cornerstone Advisory, LLC | 616,196 | $10,912,833 | New position | 2025-12-31 | |
| JANE STREET GROUP, LLC | 610,974 | $10,820,349 | New position | 2025-12-31 | |
| Bensler, LLC | 502,103 | $8,892,243 | New position | 2025-12-31 | |
| Summit Financial, LLC | 431,615 | $7,738,727 | New position | 2025-12-31 | |
| ALLIANCEBERNSTEIN L.P. | 405,656 | $7,184,168 | New position | 2025-12-31 | |
| Marex Group plc | 398,209 | $7,052,281 | New position | 2025-12-31 | |
| ENVESTNET ASSET MANAGEMENT INC | 382,436 | $6,772,933 | New position | 2025-12-31 | |
| QUARRY HILL ADVISORS, LLC | 367,108 | $6,501,466 | New position | 2025-12-31 | |
| Wagner Wealth Management, LLC | 366,732 | $6,494,828 | New position | 2025-12-31 | |
| Kestra Advisory Services, LLC | 350,190 | $6,201,867 | New position | 2025-12-31 | |
| NewEdge Advisors, LLC | 335,931 | $5,949,333 | New position | 2025-12-31 | |
| MERCER GLOBAL ADVISORS INC /ADV | 334,103 | $5,916,972 | New position | 2025-12-31 | |
| AE Wealth Management LLC | 333,548 | $5,907,124 | New position | 2025-12-31 | |
| ALLIUM FINANCIAL ADVISORS, LLC | 288,079 | $5,101,881 | ▲ +176,768 | 2025-12-31 | |
| Orion Porfolio Solutions, LLC | 287,788 | $5,096,714 | New position | 2025-12-31 | |
| HighTower Advisors, LLC | 283,893 | $5,027,748 | New position | 2025-12-31 | |
| XTX Topco Ltd | 281,006 | $4,976,616 | New position | 2025-12-31 | |
| MEANS INVESTMENT CO., INC. | 262,904 | $4,656,048 | New position | 2025-12-31 | |
| PRINCIPAL SECURITIES, INC. | 254,451 | $4,506,331 | New position | 2025-12-31 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 251,644 | $4,456,615 | New position | 2025-12-31 | |
| VERUS CAPITAL PARTNERS, LLC | 247,706 | $4,386,877 | New position | 2025-12-31 | |
| Beta Wealth Group, Inc. | 229,362 | $4,062,008 | New position | 2025-12-31 | |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 218,531 | $3,975,494 | New position | 2025-12-31 | |
| Morse Asset Management, Inc | 194,572 | $3,445,861 | New position | 2025-12-31 | |
| RFG Advisory, LLC | 192,472 | $3,408,684 | New position | 2025-12-31 | |
| Baird Financial Group, Inc. | 191,532 | $3,392,032 | New position | 2025-12-31 | |
| RETIREMENT PLANNING GROUP, LLC / NY | 187,670 | $3,367,101 | New position | 2025-12-31 | |
| BANK OF MONTREAL /CAN/ | 183,600 | $3,251,556 | New position | 2025-12-31 | |
| Catawba River Capital | 175,111 | $3,101,229 | New position | 2025-12-31 | |
| Equitable Holdings, Inc. | 158,198 | $2,801,687 | New position | 2025-12-31 | |
| Merit Financial Group, LLC | 153,330 | $2,715,482 | New position | 2025-12-31 | |
| CARY STREET PARTNERS FINANCIAL LLC | 153,155 | $2,712,367 | New position | 2025-12-31 | |
| Thomas J. Herzfeld Advisors, Inc. | 152,852 | $2,707,009 | New position | 2025-12-31 | |
| Smith Asset Management Co., LLC | 148,579 | $2,631,363 | New position | 2025-12-31 | |
| STIFEL FINANCIAL CORP | 148,473 | $2,629,458 | New position | 2025-12-31 | |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 145,311 | $2,573,463 | New position | 2025-12-31 | |
| Flagship Private Wealth, LLC | 140,938 | $2,496,009 | New position | 2025-12-31 | |
| PRIVATE TRUST CO NA | 140,640 | $2,490,738 | New position | 2025-12-31 | |
| Anchor Capital Management Group Inc | 124,300 | $2,461,140 | New position | 2025-12-31 | |
| GILL CAPITAL PARTNERS, LLC | 131,914 | $2,336,203 | New position | 2025-12-31 | |
| Tennessee Valley Asset Management Partners | 131,672 | $2,331,919 | New position | 2025-12-31 | |
| AlphaStar Capital Management, LLC | 129,489 | $2,293,255 | New position | 2025-12-31 | |
| IFG Advisory, LLC | 125,516 | $2,222,897 | New position | 2025-12-31 | |
| Kovack Advisors, Inc. | 141,610 | $2,035,634 | New position | 2025-12-31 | |
| Wealthstar Advisors, LLC | 111,534 | $1,975,274 | New position | 2025-12-31 | |
| EVERGREEN CAPITAL MANAGEMENT LLC | 98,384 | $1,764,154 | New position | 2025-12-31 | |
| Williams Jones Wealth Management, LLC. | 98,899 | $1,751,505 | New position | 2025-12-31 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 92,952 | $1,679,876 | New position | 2025-12-31 | |
| HUB Investment Partners, LLC | 90,729 | $1,606,807 | New position | 2025-12-31 | |
| Marks Group Wealth Management, Inc | 89,984 | $1,593,617 | New position | 2025-12-31 | |
| Quarry LP | 88,604 | $1,569,177 | New position | 2025-12-31 | |
| MML INVESTORS SERVICES, LLC | 87,133 | $1,543,129 | New position | 2025-12-31 | |
| Mariner, LLC | 85,160 | $1,508,177 | New position | 2025-12-31 | |
| CIBC WORLD MARKET INC. | 75,599 | $1,338,858 | New position | 2025-12-31 | |
| MAI Capital Management | 75,331 | $1,334,109 | New position | 2025-12-31 | |
| World Investment Advisors | 74,357 | $1,304,080 | New position | 2025-12-31 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 73,550 | $1,302,571 | New position | 2025-12-31 | |
| OPPENHEIMER & CO INC | 71,948 | $1,274,199 | New position | 2025-12-31 | |
| BROWN ADVISORY INC | 71,574 | $1,267,576 | New position | 2025-12-31 | |
| CAPTRUST FINANCIAL ADVISORS | 71,331 | $1,263,267 | New position | 2025-12-31 | |
| NCP Inc. | 70,936 | $1,256,282 | New position | 2025-12-31 | |
| Americana Partners, LLC | 70,675 | $1,251,654 | New position | 2025-12-31 | |
| &PARTNERS | 70,574 | $1,249,872 | New position | 2025-12-31 | |
| Sanctuary Advisors, LLC | 68,731 | $1,217,219 | New position | 2025-12-31 | |
| SCOTIA CAPITAL INC. | 68,327 | $1,210,071 | New position | 2025-12-31 | |
| Rockefeller Capital Management L.P. | 68,147 | $1,206,897 | New position | 2025-12-31 | |
| Cresset Asset Management, LLC | 66,402 | $1,190,621 | New position | 2025-12-31 | |
| Western Wealth Management, LLC | 64,214 | $1,137,226 | New position | 2025-12-31 | |
| MorganRosel Wealth Management, LLC | 60,883 | $1,078,238 | New position | 2025-12-31 | |
| Tradition Wealth Management, LLC | 59,569 | $1,054,968 | New position | 2025-12-31 | |
| Benchmark Financial, LLC | 59,542 | $1,054,489 | New position | 2025-12-31 | |
| Duncan Williams Asset Management, LLC | 56,124 | $1,035,491 | New position | 2025-12-31 | |
| Thomasville National Bank | 57,200 | $1,013,012 | New position | 2025-12-31 | |
| Triumph Capital Management | 55,839 | $988,909 | New position | 2025-12-31 | |
| BCS Wealth Management | 55,616 | $984,960 | New position | 2025-12-31 | |
| Safe Harbor Fiduciary, LLC | 54,777 | $970,101 | New position | 2025-12-31 | |
| Outlook Wealth Advisors, LLC | 54,526 | $965,655 | New position | 2025-12-31 | |
| COMERICA BANK | 51,947 | $919,983 | New position | 2025-12-31 | |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 50,170 | $907,070 | New position | 2025-12-31 | |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 50,752 | $898,817 | New position | 2025-12-31 | |
| Prospera Financial Services Inc | 50,270 | $890,353 | New position | 2025-12-31 | |
| Lido Advisors, LLC | 44,423 | $883,179 | New position | 2025-12-31 | |
| Rayburn West Financial Services LLC | 49,823 | $882,365 | New position | 2025-12-31 | |
| Goldstone Financial Group, LLC | 49,159 | $870,608 | New position | 2025-12-31 | |
| TRUIST FINANCIAL CORP | 48,983 | $867,495 | New position | 2025-12-31 | |
| IEQ CAPITAL, LLC | 48,934 | $866,627 | New position | 2025-12-31 | |
| Samalin Investment Counsel, LLC | 48,658 | $861,727 | New position | 2025-12-31 | |
| StoneX Group Inc. | 48,111 | $858,918 | New position | 2025-12-31 | |
| Mach-1 Financial Group, LLC | 47,896 | $848,241 | New position | 2025-12-31 | |
| Savant Capital, LLC | 47,747 | $845,600 | New position | 2025-12-31 | |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 47,600 | $842,988 | New position | 2025-12-31 | |
| Soltis Investment Advisors LLC | 47,452 | $840,377 | New position | 2025-12-31 | |
| CITADEL ADVISORS LLC | 47,021 | $832,742 | New position | 2025-12-31 | |
| Garden State Investment Advisory Services LLC | 45,840 | $811,840 | New position | 2025-12-31 | |
| JOURNEY STRATEGIC WEALTH LLC | 45,826 | $811,578 | New position | 2025-12-31 | |
| Boreal Capital Management LLC | 0 | $768,573 | Sold out | 2025-12-31 | |
| Resurgent Financial Advisors LLC | 43,071 | $762,787 | New position | 2025-12-31 | |
| Verity Asset Management, Inc. | 41,769 | $739,723 | New position | 2025-12-31 | |
| Key Client Fiduciary Advisors, LLC | 39,575 | $700,874 | New position | 2025-12-31 | |
| First Growth Capital LLC | 36,773 | $697,217 | New position | 2025-12-31 | |
| Beacon Financial Advisory LLC | 37,985 | $672,720 | New position | 2025-12-31 | |
| Beverly Hills Private Wealth, LLC | 34,748 | $653,197 | New position | 2025-12-31 | |
| NewEdge Wealth, LLC | 36,868 | $652,932 | New position | 2025-12-31 | |
| IHT Wealth Management, LLC | 35,759 | $633,292 | New position | 2025-12-31 | |
| Creative Planning | 34,135 | $604,534 | New position | 2025-12-31 | |
| Patriot Financial Group Insurance Agency, LLC | 34,122 | $604,310 | New position | 2025-12-31 | |
| Steward Partners Investment Advisory, LLC | 33,469 | $592,743 | New position | 2025-12-31 | |
| Ramiah Investment Group | 32,417 | $574,105 | New position | 2025-12-31 | |
| United Advisor Group, LLC | 31,908 | $565,092 | New position | 2025-12-31 | |
| GOLDMAN SACHS GROUP INC | 31,834 | $563,780 | New position | 2025-12-31 | |
| Compound Planning, Inc. | 31,703 | $561,460 | New position | 2025-12-31 | |
| Valeo Financial Advisors, LLC | 29,885 | $529,270 | New position | 2025-12-31 | |
| INSIGNEO ADVISORY SERVICES, LLC | 29,660 | $525,279 | New position | 2025-12-31 | |
| NOVEM GROUP | 28,558 | $505,762 | New position | 2025-12-31 | |
| MILLENNIUM MANAGEMENT LLC | 28,201 | $499,440 | New position | 2025-12-31 | |
| Arax Advisory Partners | 28,024 | $496,304 | New position | 2025-12-31 | |
| Cornerstone Wealth Management, LLC | 26,956 | $477,397 | New position | 2025-12-31 | |
| Aptus Capital Advisors, LLC | 26,797 | $474,575 | New position | 2025-12-31 | |
| WCG Wealth Advisors LLC | 26,062 | $461,563 | New position | 2025-12-31 | |
| Sigma Planning Corp | 25,229 | $447,047 | New position | 2025-12-31 | |
| NATIONAL BANK OF CANADA /FI/ | 24,969 | $442,201 | New position | 2025-12-31 | |
| Summit Financial Wealth Advisors, LLC | 24,690 | $437,257 | New position | 2025-12-31 | |
| FIRST FOUNDATION ADVISORS | 23,883 | $422,968 | New position | 2025-12-31 | |
| Venture Visionary Partners LLC | 23,753 | $420,678 | New position | 2025-12-31 | |
| AMERIFLEX GROUP, INC. | 23,473 | $415,707 | New position | 2025-12-31 | |
| Koshinski Asset Management, Inc. | 23,135 | $409,720 | New position | 2025-12-31 | |
| Oxinas Partners, LLC | 22,998 | $407,296 | New position | 2025-12-31 | |
| IFP Advisors, Inc | 22,735 | $402,637 | ▲ +3,932 | 2025-12-31 | |
| Aviance Capital Partners, LLC | 22,660 | $401,305 | New position | 2025-12-31 | |
| Nicholas Hoffman & Company, LLC. | 22,572 | $399,750 | New position | 2025-12-31 | |
| Cerity Partners LLC | 22,454 | $397,661 | New position | 2025-12-31 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 22,008 | $389,763 | New position | 2025-12-31 | |
| CWC Advisors, LLC. | 21,676 | $383,882 | New position | 2025-12-31 | |
| Global Retirement Partners, LLC | 21,647 | $383,375 | New position | 2025-12-31 | |
| SEAVIEW INVESTMENT MANAGERS LLC | 21,550 | $381,650 | New position | 2025-12-31 | |
| Chicago Partners Investment Group LLC | 20,411 | $370,663 | New position | 2025-12-31 | |
| Accredited Investors Inc. | 20,719 | $366,934 | New position | 2025-12-31 | |
| Jackson Hole Capital Partners, LLC | 20,616 | $365,109 | New position | 2025-12-31 | |
| Belpointe Asset Management LLC | 20,247 | $358,579 | New position | 2025-12-31 | |
| Disciplined Investments, LLC | 20,244 | $358,522 | New position | 2025-12-31 | |
| Consilium Wealth Advisory, LLC | 20,000 | $354,200 | New position | 2025-12-31 | |
| WealthTrust Axiom LLC | 19,683 | $348,585 | New position | 2025-12-31 | |
| CFO4Life Group, LLC | 19,632 | $347,683 | New position | 2025-12-31 | |
| Avidian Wealth Enterprises, LLC | 19,247 | $340,857 | New position | 2025-12-31 | |
| Corient Private Wealth LLC | 19,231 | $340,768 | New position | 2025-12-31 | |
| VestGen Advisors, LLC | 18,827 | $333,422 | New position | 2025-12-31 | |
| MWA Asset Management | 18,175 | $321,884 | New position | 2025-12-31 | |
| AQR CAPITAL MANAGEMENT LLC | 18,125 | $320,994 | New position | 2025-12-31 | |
| STEPHENS INC /AR/ | 18,102 | $320,586 | New position | 2025-12-31 | |
| NOMURA HOLDINGS INC | 18,091 | $320,392 | New position | 2025-12-31 | |
| Ausdal Financial Partners, Inc. | 17,958 | $318,039 | New position | 2025-12-31 | |
| OneDigital Investment Advisors LLC | 17,791 | $315,070 | New position | 2025-12-31 | |
| Concurrent Investment Advisors, LLC | 17,716 | $313,757 | New position | 2025-12-31 | |
| CERTIOR FINANCIAL GROUP, LLC | 17,473 | $309,447 | New position | 2025-12-31 | |
| READYSTATE ASSET MANAGEMENT LP | 17,313 | $306,613 | New position | 2025-12-31 | |
| HOLLENCREST CAPITAL MANAGEMENT | 17,111 | $303,036 | New position | 2025-12-31 | |
| TopTier Wealth Management, LLC | 17,021 | $301,442 | New position | 2025-12-31 | |
| Arkadios Wealth Advisors | 16,700 | $295,756 | New position | 2025-12-31 | |
| D.A. DAVIDSON & CO. | 16,666 | $295,163 | New position | 2025-12-31 | |
| Pathstone Holdings, LLC | 16,630 | $294,517 | New position | 2025-12-31 | |
| Herold Advisors, Inc. | 16,625 | $294,427 | New position | 2025-12-31 | |
| Gateway Wealth Partners, LLC | 16,260 | $287,966 | New position | 2025-12-31 | |
| BENJAMIN EDWARDS INC | 15,991 | $283,193 | New position | 2025-12-31 | |
| Merkkuri Wealth Advisors LLC | 15,839 | $280,515 | New position | 2025-12-31 | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,616 | $276,555 | New position | 2025-12-31 | |
| Whipplewood Advisors, LLC | 15,291 | $270,804 | New position | 2025-12-31 | |
| KINGSWOOD WEALTH ADVISORS, LLC | 14,286 | $253,005 | New position | 2025-12-31 | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 14,077 | $249,303 | New position | 2025-12-31 | |
| CIBC Private Wealth Group LLC | 13,970 | $247,406 | New position | 2025-12-31 | |
| Investmark Advisory Group LLC | 13,959 | $247,214 | New position | 2025-12-31 | |
| Syverson Strege & Co | 13,437 | $237,976 | New position | 2025-12-31 | |
| BlackRock, Inc. | 13,435 | $237,934 | New position | 2025-12-31 | |
| Almanack Investment Partners, LLC. | 13,355 | $236,517 | New position | 2025-12-31 | |
| Creekside Partners | 13,187 | $233,542 | New position | 2025-12-31 | |
| US BANCORP \DE\ | 13,181 | $233,436 | New position | 2025-12-31 | |
| GWN SECURITIES INC. | 12,634 | $223,748 | New position | 2025-12-31 | |
| ELEVATION POINT WEALTH PARTNERS, LLC | 12,261 | $219,846 | New position | 2025-12-31 | |
| Focus Partners Wealth | 12,410 | $219,795 | New position | 2025-12-31 | |
| Snowden Capital Advisors LLC | 12,162 | $218,162 | New position | 2025-12-31 | |
| Vestmark Advisory Solutions, Inc. | 12,261 | $217,142 | New position | 2025-12-31 | |
| Lifestyle Asset Management, Inc. | 12,108 | $214,433 | New position | 2025-12-31 | |
| SUMMITRY LLC | 12,000 | $212,520 | New position | 2025-12-31 | |
| EP Wealth Advisors, LLC | 11,841 | $209,704 | New position | 2025-12-31 | |
| Geneos Wealth Management Inc. | 11,836 | $209,616 | New position | 2025-12-31 | |
| Fortis Group Advisors, LLC | 11,419 | $208,397 | New position | 2025-12-31 | |
| Advisory Services Network, LLC | 11,377 | $201,483 | New position | 2025-12-31 | |
| HARBOUR INVESTMENTS, INC. | 11,322 | $200,513 | New position | 2025-12-31 | |
| Kingsview Wealth Management, LLC | 11,244 | $199,125 | New position | 2025-12-31 | |
| Baker Avenue Asset Management, LP | 11,131 | $197,130 | New position | 2025-12-31 | |
| Allworth Financial LP | 11,098 | $196,554 | New position | 2025-12-31 | |
| Concord Wealth Partners | 10,936 | $193,669 | New position | 2025-12-31 | |
| ADAPT WEALTH ADVISORS, LLC | 10,830 | $191,796 | New position | 2025-12-31 | |
| Financial Alternatives, Inc | 10,437 | $184,840 | New position | 2025-12-31 | |
| Beacon Pointe Advisors, LLC | 10,368 | $183,618 | New position | 2025-12-31 | |
| NBC SECURITIES, INC. | 10,172 | $180,158 | New position | 2025-12-31 | |
| Oxbow Advisors, LLC | 10,075 | $178,428 | New position | 2025-12-31 | |
| Ameritas Advisory Services, LLC | 10,047 | $177,934 | New position | 2025-12-31 | |
| WESBANCO BANK INC | 10,029 | $177,614 | New position | 2025-12-31 | |
| Larson Financial Group LLC | 7,097 | $125,697 | New position | 2025-12-31 | |
| Federation des caisses Desjardins du Quebec | 6,895 | $122,110 | New position | 2025-12-31 | |
| Sunbelt Securities, Inc. | 6,762 | $119,755 | New position | 2025-12-31 | |
| Golden State Wealth Management, LLC | 6,264 | $110,937 | New position | 2025-12-31 | |
| EverSource Wealth Advisors, LLC | 5,000 | $88,550 | New position | 2025-12-31 | |
| Cape Investment Advisory, Inc. | 4,860 | $86,072 | New position | 2025-12-31 | |
| GILPIN WEALTH MANAGEMENT, LLC | 4,823 | $85,416 | New position | 2025-12-31 | |
| Atlantic Union Bankshares Corp | 4,627 | $81,944 | New position | 2025-12-31 | |
| SageView Advisory Group, LLC | 4,168 | $73,816 | New position | 2025-12-31 | |
| WFA of San Diego, LLC | 3,901 | $69,087 | ▲ +753 | 2025-12-31 | |
| ST GERMAIN D J CO INC | 3,615 | $64,022 | New position | 2025-12-31 | |
| Bogart Wealth, LLC | 3,354 | $59,399 | New position | 2025-12-31 | |
| Anfield Capital Management, LLC | 3,034 | $53,732 | New position | 2025-12-31 | |
| Smartleaf Asset Management LLC | 2,044 | $36,281 | New position | 2025-12-31 | |
| Western Pacific Wealth Management, LP | 2,000 | $35,420 | New position | 2025-12-31 | |
| ROTHSCHILD INVESTMENT LLC | 2,000 | $35,420 | New position | 2025-12-31 | |
| Keating Financial Advisory Services, Inc. | 1,875 | $33,207 | New position | 2025-12-31 | |
| Evelyn Partners Asset Management Ltd | 1,291 | $22,864 | New position | 2025-12-31 | |
| Root Financial Partners, LLC | 1,110 | $19,658 | New position | 2025-12-31 | |
| Cambridge Investment Research Advisors, Inc. | 1,100,729 | $19,494 | New position | 2025-12-31 | |
| Wilkerson Advisory Group LLC | 961 | $17,012 | New position | 2025-12-31 | |
| North Star Investment Management Corp. | 900 | $15,939 | New position | 2025-12-31 | |
| Janney Montgomery Scott LLC | 412,869 | $7,312 | New position | 2025-12-31 | |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 300 | $5,313 | New position | 2025-12-31 | |
| GABLES CAPITAL MANAGEMENT INC. | 275 | $4,870 | New position | 2025-12-31 | |
| MCGUIRE CAPITAL ADVISORS INC | 258 | $4,569 | New position | 2025-12-31 | |
| THRIVENT FINANCIAL FOR LUTHERANS | 168,999 | $2,993 | New position | 2025-12-31 | |
| HRT FINANCIAL LP | 156,283 | $2,767 | New position | 2025-12-31 | |
| Parallel Advisors, LLC | 94 | $1,665 | New position | 2025-12-31 | |
| Greenline Wealth Management LLC | 83 | $1,470 | New position | 2025-12-31 | |
| Greykasell Wealth Strategies, Inc. | 80 | $1,417 | New position | 2025-12-31 | |
| BOK Financial Private Wealth, Inc. | 64 | $1,148 | New position | 2025-12-31 | |
| Virtu Financial LLC | 60,127 | $1,065 | New position | 2025-12-31 | |
| CWM, LLC | 41,948 | $742 | New position | 2025-12-31 | |
| LaSalle St. Investment Advisors, LLC | 35,891 | $635 | New position | 2025-12-31 | |
| Key FInancial Inc | 33 | $584 | New position | 2025-12-31 | |
| M Holdings Securities, Inc. | 27,164 | $481 | New position | 2025-12-31 | |
| Mathes Company, Inc. | 18,474 | $327 | New position | 2025-12-31 | |
| CENTAURUS FINANCIAL, INC. | 7,657 | $136 | New position | 2025-12-31 | |
| Russell Investments Group, Ltd. | 3 | $53 | New position | 2025-12-31 | |
| EQ WEALTH ADVISORS, LLC | 1 | $18 | New position | 2025-12-31 |