← All institutions
Institutional Holdings
RGROwnership Summary
Institutions Holding
206
Total Shares Held
10,156,604
Total Value Held
$379,651,540
Quarter
2026-06-30
Active Positions
Increased Positions
54
5,547,439 shares
Decreased Positions
43
3,055,872 shares
Held Positions
49
293,601 shares
New Positions
26
1,259,692 shares
Sold Out Positions
34
311,232 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,308,874 | $49,540,863 | ▲ +27,003 | 0.00% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 682,376 | $25,827,932 | ▼ -27,800 | 0.04% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 649,264 | $24,574,642 | New position | 0.00% | 2026-06-30 |
| JRM Investment Counsel, LLC | 610,000 | $23,088,500 | ▲ +213,000 | 5.59% | 2026-06-30 |
| JANE STREET GROUP, LLC | 594,870 | $22,515,829 | ▲ +88,127 | 0.00% | 2026-06-30 |
| WELLINGTON MANAGEMENT GROUP LLP | 548,286 | $20,752,624 | ▲ +71,423 | 0.00% | 2026-06-30 |
| TWO SIGMA INVESTMENTS, LP | 411,946 | $15,592,156 | ▼ -85,877 | 0.01% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 397,220 | $15,034,832 | ▼ -226 | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 381,808 | $14,455,674 | ▲ +18,010 | 0.00% | 2026-06-30 |
| STATE STREET CORP | 332,754 | $12,594,739 | ▲ +9,668 | 0.00% | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 306,357 | $11,595,612 | ▼ -51,822 | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 236,740 | $8,960,000 | ▲ +4,738 | 0.00% | 2026-06-30 |
| AMERICAN CENTURY COMPANIES INC | 230,793 | $8,735,515 | ▼ -102,273 | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 218,004 | $8,251,452 | ▼ -22,325 | 0.00% | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 159,861 | $6,050,739 | New position | 0.00% | 2026-06-30 |
| Allianz Asset Management GmbH | 158,820 | $6,011,337 | ▲ +36,000 | 0.01% | 2026-06-30 |
| NORTHERN TRUST CORP | 145,211 | $5,496,236 | ▲ +4,592 | 0.00% | 2026-06-30 |
| Bank of New York Mellon Corp | 126,107 | $4,773,152 | ▲ +4,311 | 0.00% | 2026-06-30 |
| Caption Management, LLC | 125,000 | $4,731,250 | Unchanged | 0.02% | 2026-06-30 |
| Russell Investments Group, Ltd. | 122,284 | $4,628,476 | ▲ +20,252 | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 119,524 | $4,528,764 | ▲ +50,015 | 0.00% | 2026-06-30 |
| GABELLI FUNDS LLC | 119,329 | $4,516,603 | ▲ +75,998 | 0.03% | 2026-06-30 |
| ExodusPoint Capital Management, LP | 114,216 | $4,323,076 | New position | 0.03% | 2026-06-30 |
| MORGAN STANLEY | 106,980 | $4,049,227 | ▼ -26,343 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 104,489 | $3,954,909 | New position | 0.00% | 2026-06-30 |
| DEPRINCE RACE & ZOLLO INC | 101,817 | $3,853,773 | ▲ +7,768 | 0.06% | 2026-06-30 |
| FMR LLC | 93,155 | $3,525,918 | ▼ -25,887 | 0.00% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 91,339 | $3,457,181 | ▼ -1,964 | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 80,400 | $3,043,140 | ▲ +16,562 | 0.00% | 2026-06-30 |
| Nuveen, LLC | 80,104 | $3,031,902 | ▲ +31,706 | 0.00% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 75,770 | $2,867,902 | ▼ -225 | 0.00% | 2026-06-30 |
| Point72 Asset Management, L.P. | 54,092 | $2,047,382 | ▼ -12,808 | 0.00% | 2026-06-30 |
| Y-Intercept (Hong Kong) Ltd | 52,146 | $1,973,726 | ▲ +15,292 | 0.04% | 2026-06-30 |
| Invesco Ltd. | 51,412 | $1,945,944 | New position | 0.00% | 2026-06-30 |
| Quantinno Capital Management LP | 48,979 | $1,853,855 | ▲ +2,756 | 0.00% | 2026-06-30 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 44,500 | $1,684,325 | New position | 0.24% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 42,112 | $1,593,925 | ▲ +3,001 | 0.00% | 2026-06-30 |
| GAMCO INVESTORS, INC. ET AL | 39,219 | $1,484,444 | ▼ -9,981 | 0.01% | 2026-06-30 |
| Parvin Asset Management, LLC | 36,150 | $1,368,278 | ▼ -150 | 1.07% | 2026-06-30 |
| MARTINGALE ASSET MANAGEMENT L P | 36,020 | $1,363,357 | ▲ +4,197 | 0.03% | 2026-06-30 |
| UBS Group AG | 33,049 | $1,250,905 | ▼ -107,688 | 0.00% | 2026-06-30 |
| Qube Research & Technologies Ltd | 32,343 | $1,224,183 | New position | 0.00% | 2026-06-30 |
| Verition Fund Management LLC | 31,430 | $1,189,626 | Unchanged | 0.01% | 2026-06-30 |
| XTX Topco Ltd | 30,937 | $1,170,965 | ▲ +8,112 | 0.02% | 2026-06-30 |
| EVERETT HARRIS & CO /CA/ | 30,880 | $1,168,808 | Unchanged | 0.01% | 2026-06-30 |
| Swiss National Bank | 28,700 | $1,086,295 | Unchanged | 0.00% | 2026-06-30 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 27,958 | $1,058,211 | New position | 0.07% | 2026-06-30 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 27,782 | $1,051,549 | ▼ -718 | 0.00% | 2026-06-30 |
| O'Brien Greene & Co. Inc | 26,000 | $984,100 | ▲ +2,000 | 0.27% | 2026-06-30 |
| Proficio Capital Partners LLC | 25,616 | $969,566 | ▼ -869 | 0.03% | 2026-06-30 |
| MEEDER ASSET MANAGEMENT INC | 22,801 | $863,018 | ▲ +16,845 | 0.04% | 2026-06-30 |
| Engineers Gate Manager LP | 22,576 | $854,502 | ▲ +11,723 | 0.01% | 2026-06-30 |
| ALLIANCEBERNSTEIN L.P. | 20,745 | $831,667 | ▲ +1,400 | 0.00% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 21,505 | $813,965 | ▼ -34,235 | 0.00% | 2026-06-30 |
| SummerHaven Investment Management, LLC | 21,101 | $798,673 | Unchanged | 0.43% | 2026-06-30 |
| KLP KAPITALFORVALTNING AS | 20,800 | $787,280 | ▼ -3,100 | 0.00% | 2026-06-30 |
| RHUMBLINE ADVISERS | 19,450 | $736,173 | ▲ +675 | 0.00% | 2026-06-30 |
| EntryPoint Capital, LLC | 16,754 | $634,139 | ▲ +1,866 | 0.15% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 14,593 | $552,345 | ▼ -32,463 | 0.00% | 2026-06-30 |
| Pekin Hardy Strauss, Inc. | 13,450 | $509,082 | Unchanged | 0.04% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 12,703 | $480,809 | ▲ +2,303 | 0.00% | 2026-06-30 |
| LPL Financial LLC | 12,151 | $459,908 | ▼ -313 | 0.00% | 2026-06-30 |
| Legal & General Group Plc | 12,135 | $459,309 | ▲ +81 | 0.00% | 2026-06-30 |
| INTERCAPITAL, LLC | 12,100 | $457,985 | ▼ -7,900 | 0.11% | 2026-06-30 |
| MAIRS & POWER INC | 12,000 | $454,200 | Unchanged | 0.00% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 11,906 | $450,642 | ▲ +4,832 | 0.00% | 2026-06-30 |
| Connor, Clark & Lunn Investment Management Ltd. | 11,508 | $435,578 | New position | 0.00% | 2026-06-30 |
| Creative Planning | 10,515 | $397,974 | ▼ -1,641 | 0.00% | 2026-06-30 |
| Unison Advisors LLC | 10,429 | $394,738 | ▲ +18 | 0.03% | 2026-06-30 |
| Squarepoint Ops LLC | 10,380 | $392,883 | New position | 0.00% | 2026-06-30 |
| CITIGROUP INC | 10,375 | $392,694 | ▲ +5,593 | 0.00% | 2026-06-30 |
| VANGUARD ASSET MANAGEMENT, Ltd | 9,854 | $372,974 | New position | 0.00% | 2026-06-30 |
| NOVEM GROUP | 9,306 | $352,232 | Unchanged | 0.04% | 2026-06-30 |
| D. E. Shaw & Co., Inc. | 9,130 | $345,571 | ▼ -8,000 | 0.00% | 2026-06-30 |
| Aquatic Capital Management LLC | 9,086 | $343,905 | ▲ +7,402 | 0.01% | 2026-06-30 |
| Dynamic Technology Lab Private Ltd | 9,017 | $341,000 | New position | 0.08% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 8,815 | $333,648 | ▼ -712 | 0.00% | 2026-06-30 |
| MetLife Investment Management, LLC | 8,570 | $324,375 | ▲ +854 | 0.00% | 2026-06-30 |
| RAYMOND JAMES FINANCIAL INC | 8,482 | $321,037 | ▲ +115 | 0.00% | 2026-06-30 |
| CALDWELL SUTTER CAPITAL, INC. | 8,056 | $304,920 | Unchanged | 0.11% | 2026-06-30 |
| Jupiter Topco LLC | 7,748 | $293,184 | New position | 0.00% | 2026-06-30 |
| Cetera Investment Advisers | 7,543 | $285,513 | ▼ -1,094 | 0.00% | 2026-06-30 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 7,236 | $273,883 | ▼ -609 | 0.24% | 2026-06-30 |
| Cambria Investment Management, L.P. | 6,964 | $263,587 | ▼ -1,229 | 0.01% | 2026-06-30 |
| State of Wyoming | 6,718 | $254,276 | ▲ +2,980 | 0.03% | 2026-06-30 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6,400 | $242,240 | ▼ -159 | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 6,127 | $231,907 | New position | 0.00% | 2026-06-30 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5,490 | $207,807 | ▲ +14 | 0.00% | 2026-06-30 |
| Police & Firemen's Retirement System of New Jersey | 4,700 | $177,895 | ▲ +1,163 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 4,452 | $170,654 | ▲ +64 | 0.00% | 2026-06-30 |
| Vanguard Investments Australia, Ltd. | 3,459 | $130,923 | New position | 0.00% | 2026-06-30 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,022 | $114,383 | Unchanged | 0.00% | 2026-06-30 |
| Byrne Asset Management LLC | 2,786 | $105,450 | ▼ -965 | 0.06% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 2,685 | $101,692 | ▲ +148 | 0.00% | 2026-06-30 |
| State of Tennessee, Department of Treasury | 2,311 | $87,472 | ▼ -1,329 | 0.00% | 2026-06-30 |
| Versant Capital Management, Inc | 1,828 | $69,190 | ▼ -180 | 0.01% | 2026-06-30 |
| Ameritas Investment Partners, Inc. | 1,682 | $63,664 | Unchanged | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 1,461 | $55,299 | ▲ +16 | 0.00% | 2026-06-30 |
| GAMMA Investing LLC | 1,057 | $40,007 | ▼ -39 | 0.00% | 2026-06-30 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1,018 | $38,531 | ▲ +44 | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 697 | $26,382 | ▼ -538 | 0.00% | 2026-06-30 |
| Quantbot Technologies LP | 561 | $21,234 | ▼ -2,649 | 0.00% | 2026-06-30 |
| Allworth Financial LP | 529 | $20,035 | ▲ +79 | 0.00% | 2026-06-30 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 519 | $19,644 | Unchanged | 0.00% | 2026-06-30 |
| Parallel Advisors, LLC | 503 | $19,039 | ▲ +133 | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 499 | $18,900 | ▲ +482 | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 479 | $18,131 | ▲ +439 | 0.00% | 2026-06-30 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 459 | $17,284 | Unchanged | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 408 | $15,443 | ▼ -49 | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 403 | $15,249 | ▲ +3 | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 393 | $14,884 | New position | 0.00% | 2026-06-30 |
| Financial Life Planners | 374 | $14,170 | ▲ +1 | 0.01% | 2026-06-30 |
| Legacy Bridge, LLC | 350 | $13,248 | New position | 0.00% | 2026-06-30 |
| FIFTH THIRD BANCORP | 304 | $11,506 | Unchanged | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 294 | $11,128 | New position | 0.00% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 285 | $10,787 | ▲ +3 | 0.00% | 2026-06-30 |
| Sterling Capital Management LLC | 280 | $10,598 | ▼ -53 | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 260 | $9,841 | Unchanged | 0.00% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 244 | $9,272 | ▼ -5 | 0.00% | 2026-06-30 |
| Markowski Investments | 214 | $8,090 | New position | 0.00% | 2026-06-30 |
| UMB Bank, n.a. | 200 | $7,570 | Unchanged | 0.00% | 2026-06-30 |
| Cypress Capital Management LLC (WY) | 200 | $7,570 | Unchanged | 0.01% | 2026-06-30 |
| Continuum Advisory, LLC | 200 | $7,570 | New position | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 189 | $7,154 | ▼ -19 | 0.00% | 2026-06-30 |
| Salomon & Ludwin, LLC | 168 | $6,320 | Unchanged | 0.00% | 2026-06-30 |
| MRP Capital Investments, LLC | 126 | $4,766 | Unchanged | 0.00% | 2026-06-30 |
| Larson Financial Group LLC | 101 | $3,815 | ▲ +13 | 0.00% | 2026-06-30 |
| GROUP ONE TRADING LLC | 100 | $3,785 | ▼ -714 | 0.00% | 2026-06-30 |
| Estabrook Capital Management | 100 | $3,785 | Unchanged | 0.00% | 2026-06-30 |
| Mascoma Wealth Management LLC | 100 | $3,785 | Unchanged | 0.00% | 2026-06-30 |
| Mechanics Financial Corp | 100 | $3,785 | Unchanged | 0.00% | 2026-06-30 |
| Acumen Wealth Advisors, LLC | 100 | $3,785 | Unchanged | 0.00% | 2026-06-30 |
| Winch Advisory Services, LLC | 95 | $3,584 | ▲ +1 | 0.00% | 2026-06-30 |
| Smartleaf Asset Management LLC | 85 | $3,234 | Unchanged | 0.00% | 2026-06-30 |
| Global Retirement Partners, LLC | 82 | $3,104 | ▼ -8 | 0.00% | 2026-06-30 |
| Quent Capital, LLC | 82 | $3,104 | Unchanged | 0.00% | 2026-06-30 |
| SIGNATUREFD, LLC | 81 | $3,066 | Unchanged | 0.00% | 2026-06-30 |
| BELLEVUE ASSET MANAGEMENT, LLC | 80 | $3,028 | New position | 0.00% | 2026-06-30 |
| First Bancorp, Inc /ME/ | 75 | $2,839 | New position | 0.00% | 2026-06-30 |
| HRT FINANCIAL LP | 58,167 | $2,201 | ▼ -127,290 | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 48 | $1,817 | Unchanged | 0.00% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 45 | $1,703 | ▲ +2 | 0.00% | 2026-06-30 |
| Spire Wealth Management | 43 | $1,628 | Unchanged | 0.00% | 2026-06-30 |
| Axiom Investment Management LLC | 40 | $1,514 | New position | 0.00% | 2026-06-30 |
| Quarry LP | 40 | $1,514 | New position | 0.00% | 2026-06-30 |
| COUNTRY TRUST BANK | 39 | $1,476 | Unchanged | 0.00% | 2026-06-30 |
| BARRETT & COMPANY, INC. | 38 | $1,439 | Unchanged | 0.00% | 2026-06-30 |
| MCGUIRE CAPITAL ADVISORS INC | 35 | $1,325 | Unchanged | 0.00% | 2026-06-30 |
| Physician Wealth Advisors, Inc. | 30 | $1,136 | Unchanged | 0.00% | 2026-06-30 |
| Pacific Center for Financial Services | 24 | $904 | Unchanged | 0.00% | 2026-06-30 |
| Costello Asset Management, INC | 20 | $757 | Unchanged | 0.00% | 2026-06-30 |
| SG Americas Securities, LLC | 17,695 | $670 | ▼ -33,956 | 0.00% | 2026-06-30 |
| ACADIAN ASSET MANAGEMENT LLC | 15,859 | $595 | New position | 0.00% | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | 15,220 | $576 | ▲ +168 | 0.00% | 2026-06-30 |
| Essential Partners LLC | 14 | $530 | Unchanged | 0.00% | 2026-06-30 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 13,248 | $502 | ▲ +934 | 0.00% | 2026-06-30 |
| Investors Portfolio Services LLC | 13 | $492 | Unchanged | 0.00% | 2026-06-30 |
| Silver Grove Financial Group, Inc. | 11 | $416 | New position | 0.00% | 2026-06-30 |
| Mountain Hill Investment Partners Corp. | 10 | $379 | Unchanged | 0.00% | 2026-06-30 |
| Triumph Capital Management | 6 | $227 | Unchanged | 0.00% | 2026-06-30 |
| Ankerstar Wealth, LLC | 6 | $227 | Unchanged | 0.00% | 2026-06-30 |
| ASSETMARK, INC | 4 | $151 | Unchanged | 0.00% | 2026-06-30 |
| TD Waterhouse Canada Inc. | 4 | $150 | Unchanged | 0.00% | 2026-06-30 |
| Networth Advisors, LLC | 3 | $114 | Unchanged | 0.00% | 2026-06-30 |
| CANADA LIFE ASSURANCE Co | 2,023 | $76 | Unchanged | 0.00% | 2026-06-30 |
| GILPIN WEALTH MANAGEMENT, LLC | 2 | $76 | Unchanged | 0.00% | 2026-06-30 |
| Covestor Ltd | 1,867 | $70 | ▼ -628 | 0.04% | 2026-06-30 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 1,467 | $56 | Unchanged | 0.00% | 2026-06-30 |
| Smithfield Trust Co | 1,012 | $38 | Unchanged | 0.00% | 2026-06-30 |
| Hughes Financial Services, LLC | 1 | $38 | Unchanged | 0.00% | 2026-06-30 |
| State of Alaska, Department of Revenue | 755 | $28 | Unchanged | 0.00% | 2026-06-30 |
| HANTZ FINANCIAL SERVICES, INC. | 493 | $19 | Unchanged | 0.00% | 2026-06-30 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0 | $0 | Sold out | 2026-06-30 | |
| MILLENNIUM MANAGEMENT LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Pacer Advisors, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Walleye Capital LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Balyasny Asset Management L.P. | 0 | $0 | Sold out | 2026-06-30 | |
| Vident Advisory, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| IMC-Chicago, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0 | $0 | Sold out | 2026-06-30 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Brevan Howard Capital Management LP | 0 | $0 | Sold out | 2026-06-30 | |
| GSA CAPITAL PARTNERS LLP | 0 | $0 | Sold out | 2026-06-30 | |
| Empowered Funds, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| RITHOLTZ WEALTH MANAGEMENT | 0 | $0 | Sold out | 2026-06-30 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| BAILARD, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Intesa Sanpaolo Wealth Management | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| Geneos Wealth Management Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| CoreCap Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0 | $0 | Sold out | 2026-06-30 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0 | $0 | Sold out | 2026-06-30 | |
| VISION FINANCIAL MARKETS LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Your Advocates Ltd., LLP | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Intentional Wealth Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| BFSG, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Frazier Financial Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TWIN PEAKS WEALTH ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Cassaday & Co Wealth Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| True Wealth Design, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| HUNTINGTON NATIONAL BANK | 0 | $0 | Sold out | 2026-06-30 |