← All institutions
Institutional Holdings
RVTOwnership Summary
Institutions Holding
207
Total Shares Held
37,396,437
Total Value Held
$661,938,488
Quarter
2026-06-30
Active Positions
Increased Positions
83
22,562,620 shares
Decreased Positions
47
11,522,954 shares
Held Positions
35
1,236,056 shares
New Positions
25
2,074,807 shares
Sold Out Positions
17
135,964 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 6,054,512 | $111,826,829 | ▲ +218,175 | 0.01% | 2026-06-30 |
| MORGAN STANLEY | 5,903,526 | $109,038,158 | ▼ -204,987 | 0.01% | 2026-06-30 |
| RAYMOND JAMES FINANCIAL INC | 3,088,819 | $57,050,506 | ▲ +257,053 | 0.02% | 2026-06-30 |
| LPL Financial LLC | 2,396,929 | $44,271,285 | ▲ +117,352 | 0.01% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 1,646,540 | $30,411,603 | ▼ -45,135 | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 1,639,146 | $30,276,000 | ▲ +14,372 | 0.00% | 2026-06-30 |
| Saba Capital Management, L.P. | 1,247,806 | $23,046,977 | New position | 0.59% | 2026-06-30 |
| STIFEL FINANCIAL CORP | 848,245 | $15,667,119 | ▲ +23,156 | 0.01% | 2026-06-30 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 674,729 | $12,462,237 | ▲ +20,955 | 1.55% | 2026-06-30 |
| LAZARD ASSET MANAGEMENT LLC | 612,315 | $11,309,458 | Unchanged | 0.02% | 2026-06-30 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 607,243 | $11,215,778 | ▲ +5,268 | 0.53% | 2026-06-30 |
| Shaker Financial Services, LLC | 605,745 | $11,188,111 | ▲ +467,234 | 3.50% | 2026-06-30 |
| Waterfront Wealth Inc. | 495,162 | $8,967,390 | ▼ -69,399 | 1.39% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 484,010 | $8,939,880 | ▲ +139,183 | 0.01% | 2026-06-30 |
| Modern Wealth Management, LLC | 480,230 | $8,869,851 | ▼ -11,740 | 0.11% | 2026-06-30 |
| UBS Group AG | 465,248 | $8,593,130 | ▼ -116,863 | 0.00% | 2026-06-30 |
| GUGGENHEIM CAPITAL LLC | 423,470 | $7,821,491 | ▼ -29,678 | 0.05% | 2026-06-30 |
| Advisors Asset Management, Inc. | 336,541 | $6,215,913 | ▲ +16,283 | 0.09% | 2026-06-30 |
| Paller Financial Services Inc | 303,412 | $5,604,020 | ▼ -5,465 | 4.19% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 290,748 | $5,370,108 | ▲ +14,692 | 0.03% | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | 287,283 | $5,306,117 | ▲ +98,138 | 0.01% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 250,772 | $4,631,751 | ▲ +10,560 | 0.17% | 2026-06-30 |
| CAPTRUST FINANCIAL ADVISORS | 249,028 | $4,599,551 | ▼ -8,158 | 0.01% | 2026-06-30 |
| Private Advisor Group, LLC | 231,258 | $4,271,345 | ▲ +48,407 | 0.02% | 2026-06-30 |
| D.A. DAVIDSON & CO. | 230,461 | $4,256,631 | ▼ -4,450 | 0.02% | 2026-06-30 |
| OPPENHEIMER & CO INC | 222,656 | $4,112,456 | ▲ +5,610 | 0.04% | 2026-06-30 |
| Logan Stone Capital, LLC | 195,674 | $3,614,099 | New position | 0.76% | 2026-06-30 |
| Altium Capital Management LLC | 192,509 | $3,555,641 | Unchanged | 7.49% | 2026-06-30 |
| Z3 Capital Partners, LLC | 186,663 | $3,447,660 | ▲ +957 | 0.72% | 2026-06-30 |
| WOLVERINE ASSET MANAGEMENT LLC | 178,790 | $3,302,251 | New position | 0.03% | 2026-06-30 |
| Hennion & Walsh Asset Management, Inc. | 177,676 | $3,281,676 | ▲ +55,191 | 0.09% | 2026-06-30 |
| RB Capital Management, LLC | 171,223 | $3,162,494 | ▲ +327 | 0.62% | 2026-06-30 |
| &PARTNERS | 164,931 | $3,032,428 | ▲ +3,773 | 0.01% | 2026-06-30 |
| INTREPID FAMILY OFFICE LLC | 155,643 | $2,874,726 | ▲ +2,866 | 2.13% | 2026-06-30 |
| Samalin Investment Counsel, LLC | 147,347 | $2,721,493 | ▲ +34,592 | 0.85% | 2026-06-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 121,634 | $2,246,580 | ▼ -9,461 | 0.00% | 2026-06-30 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 119,199 | $2,201,606 | ▲ +44,298 | 0.13% | 2026-06-30 |
| EVOLVE PRIVATE WEALTH, LLC | 108,008 | $1,994,908 | ▼ -3,116 | 0.12% | 2026-06-30 |
| Sanctuary Advisors, LLC | 102,167 | $1,887,028 | ▲ +1,945 | 0.01% | 2026-06-30 |
| Atlantic Union Bankshares Corp | 94,361 | $1,742,848 | ▼ -532 | 0.03% | 2026-06-30 |
| Advisory Advocates, LLC | 90,631 | $1,673,955 | ▲ +4,120 | 1.44% | 2026-06-30 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 88,150 | $1,628,131 | New position | 0.11% | 2026-06-30 |
| FIRST TRUST ADVISORS LP | 86,326 | $1,594,441 | ▲ +334 | 0.00% | 2026-06-30 |
| MGO ONE SEVEN LLC | 84,159 | $1,554,416 | ▲ +42,267 | 0.03% | 2026-06-30 |
| NewEdge Advisors, LLC | 82,369 | $1,521,356 | ▲ +26,267 | 0.00% | 2026-06-30 |
| TrueMark Investments, LLC | 79,839 | $1,474,626 | ▲ +5,268 | 0.18% | 2026-06-30 |
| KENNEDY INVESTMENT GROUP, INC. | 77,383 | $1,429,268 | ▼ -4,700 | 0.49% | 2026-06-30 |
| WJ Financial Advisors LLC | 75,025 | $1,385,712 | ▼ -2,000 | 1.02% | 2026-06-30 |
| FIFTH THIRD BANCORP | 73,504 | $1,357,623 | ▲ +2,273 | 0.00% | 2026-06-30 |
| Focused Wealth Management, Inc | 73,461 | $1,356,818 | ▲ +1,997 | 0.12% | 2026-06-30 |
| 1607 Capital Partners, LLC | 70,000 | $1,292,900 | New position | 0.11% | 2026-06-30 |
| Comprehensive Money Management Services LLC | 69,950 | $1,291,977 | ▲ +4,480 | 0.81% | 2026-06-30 |
| JANE STREET GROUP, LLC | 68,238 | $1,260,356 | ▲ +43,028 | 0.00% | 2026-06-30 |
| Cetera Investment Advisers | 65,753 | $1,214,463 | ▼ -228,931 | 0.00% | 2026-06-30 |
| Accel Wealth Management | 65,508 | $1,209,941 | ▼ -11,566 | 0.27% | 2026-06-30 |
| Whitener Capital Management, Inc. | 60,929 | $1,125,359 | ▲ +7,637 | 0.24% | 2026-06-30 |
| Prospera Financial Services Inc | 60,538 | $1,118,350 | ▼ -666 | 0.02% | 2026-06-30 |
| Triumph Capital Management | 60,025 | $1,108,662 | ▲ +2,755 | 0.20% | 2026-06-30 |
| Abel Hall, LLC | 55,000 | $1,015,850 | Unchanged | 0.18% | 2026-06-30 |
| Concorde Asset Management, LLC | 54,600 | $1,008,462 | ▲ +2,550 | 0.58% | 2026-06-30 |
| Quantedge Capital Pte Ltd | 54,300 | $1,002,921 | New position | 0.76% | 2026-06-30 |
| Bay Rivers Group | 53,475 | $987,691 | ▲ +2,050 | 0.34% | 2026-06-30 |
| Waverly Advisors, LLC | 53,079 | $980,377 | ▲ +825 | 0.01% | 2026-06-30 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 51,281 | $947,174 | ▲ +1,062 | 0.05% | 2026-06-30 |
| Mraz, Amerine & Associates, Inc. | 51,232 | $946,253 | Unchanged | 0.14% | 2026-06-30 |
| ENVESTNET ASSET MANAGEMENT INC | 50,037 | $924,174 | ▼ -12,242 | 0.00% | 2026-06-30 |
| NWF Advisory Services Inc. | 47,762 | $882,155 | ▼ -1,667 | 0.08% | 2026-06-30 |
| Kestra Advisory Services, LLC | 46,722 | $862,955 | ▼ -71,519 | 0.00% | 2026-06-30 |
| BANK OF MONTREAL /CAN/ | 45,945 | $848,604 | ▲ +2,385 | 0.00% | 2026-06-30 |
| Atlanta Consulting Group Advisors, LLC | 42,931 | $792,936 | Unchanged | 0.13% | 2026-06-30 |
| GABELLI FUNDS LLC | 42,200 | $779,434 | Unchanged | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 41,667 | $769,589 | New position | 0.01% | 2026-06-30 |
| Delta Wealth Advisors LLC | 40,866 | $754,795 | Unchanged | 0.54% | 2026-06-30 |
| Apollon Wealth Management, LLC | 39,044 | $721,147 | ▼ -1,644 | 0.01% | 2026-06-30 |
| BENJAMIN EDWARDS INC | 38,628 | $713,612 | ▼ -4,474 | 0.01% | 2026-06-30 |
| Farther Finance Advisors, LLC | 36,639 | $676,718 | ▼ -3,258 | 0.01% | 2026-06-30 |
| Alexander Randolph Advisory, Inc. | 35,134 | $648,925 | ▲ +597 | 0.53% | 2026-06-30 |
| Karpus Management, Inc. | 34,568 | $638,471 | ▲ +18,480 | 0.02% | 2026-06-30 |
| EP Wealth Advisors, LLC | 33,637 | $621,281 | New position | 0.00% | 2026-06-30 |
| PMG Family Office LLC | 33,453 | $617,877 | ▲ +940 | 0.57% | 2026-06-30 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 30,365 | $560,857 | ▲ +9,524 | 0.02% | 2026-06-30 |
| HBK Sorce Advisory LLC | 29,544 | $552,172 | ▲ +12,910 | 0.01% | 2026-06-30 |
| MERCER GLOBAL ADVISORS INC /ADV | 29,810 | $550,582 | ▼ -5,182 | 0.00% | 2026-06-30 |
| Baird Financial Group, Inc. | 29,604 | $546,786 | ▲ +1,286 | 0.00% | 2026-06-30 |
| SPIREPOINT PRIVATE CLIENT, LLC | 29,243 | $540,109 | ▲ +18 | 0.04% | 2026-06-30 |
| BROWN ADVISORY INC | 28,736 | $530,754 | ▲ +2,958 | 0.00% | 2026-06-30 |
| David J Yvars Group | 28,164 | $518,121 | Unchanged | 0.24% | 2026-06-30 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 27,333 | $504,839 | ▼ -45 | 0.01% | 2026-06-30 |
| 1776 Wealth LLC | 27,231 | $502,957 | ▲ +448 | 0.18% | 2026-06-30 |
| Allworth Financial LP | 26,774 | $494,525 | ▲ +234 | 0.00% | 2026-06-30 |
| Heritage Wealth Management, Inc. | 26,268 | $485,170 | New position | 0.12% | 2026-06-30 |
| World Investment Advisors | 28,819 | $483,958 | ▼ -957 | 0.01% | 2026-06-30 |
| J.W. COLE ADVISORS, INC. | 26,085 | $481,794 | New position | 0.01% | 2026-06-30 |
| Mezzasalma Advisors, LLC | 25,694 | $474,576 | ▲ +396 | 0.10% | 2026-06-30 |
| Moors & Cabot, Inc. | 24,669 | $455,633 | ▲ +43 | 0.02% | 2026-06-30 |
| FCA CORP /TX | 24,532 | $453,110 | ▲ +8,672 | 0.11% | 2026-06-30 |
| VISTA INVESTMENT PARTNERS II, LLC | 23,665 | $437,093 | ▼ -71 | 0.17% | 2026-06-30 |
| Uncommon Cents Investing LLC | 23,274 | $429,877 | ▼ -500 | 0.09% | 2026-06-30 |
| Jefferies Financial Group Inc. | 23,263 | $429,668 | ▼ -36,053 | 0.00% | 2026-06-30 |
| Vontobel Holding Ltd. | 23,044 | $425,623 | ▼ -10,000 | 0.00% | 2026-06-30 |
| Cerity Partners LLC | 22,447 | $415,000 | ▼ -1,566 | 0.00% | 2026-06-30 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 22,197 | $410,869 | ▼ -2,386 | 0.02% | 2026-06-30 |
| ECLECTIC ASSOCIATES INC /ADV | 22,148 | $409,074 | ▼ -806 | 0.05% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21,090 | $389,541 | ▲ +1,849 | 0.00% | 2026-06-30 |
| Decker Wealth Management LLC | 19,752 | $364,810 | ▲ +205 | 0.08% | 2026-06-30 |
| Harbour Wealth Management Group, Inc. | 19,583 | $361,695 | ▲ +38 | 0.24% | 2026-06-30 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 19,316 | $356,767 | New position | 0.05% | 2026-06-30 |
| SouthState Bank Corp | 18,972 | $350,413 | Unchanged | 0.01% | 2026-06-30 |
| INDEPENDENT FINANCIAL GROUP, LLC | 18,436 | $340,515 | ▼ -159 | 0.01% | 2026-06-30 |
| Calamos Advisors LLC | 18,410 | $340,033 | New position | 0.00% | 2026-06-30 |
| Carson Advisory Inc. | 18,408 | $339,996 | ▲ +312 | 0.16% | 2026-06-30 |
| Beacon Financial Advisory LLC | 18,219 | $336,512 | ▼ -803 | 0.07% | 2026-06-30 |
| Mariner, LLC | 18,086 | $334,054 | ▼ -33,133 | 0.00% | 2026-06-30 |
| Redmond Asset Management, LLC | 18,011 | $332,663 | ▲ +111 | 0.08% | 2026-06-30 |
| SIERRA OCEAN, LLC | 17,377 | $320,961 | Unchanged | 0.22% | 2026-06-30 |
| Kovack Advisors, Inc. | 16,796 | $310,747 | ▲ +19 | 0.01% | 2026-06-30 |
| STEPHENS INC /AR/ | 16,541 | $305,512 | ▲ +264 | 0.00% | 2026-06-30 |
| K2 PRINCIPAL FUND, L.P. | 16,503 | $304,810 | Unchanged | 0.02% | 2026-06-30 |
| FORTEM FINANCIAL GROUP, LLC | 16,450 | $303,832 | ▼ -938 | 0.06% | 2026-06-30 |
| Belpointe Asset Management LLC | 16,043 | $296,314 | ▼ -31,753 | 0.01% | 2026-06-30 |
| Fortis Capital Advisors, LLC | 16,043 | $296,314 | ▼ -31,753 | 0.03% | 2026-06-30 |
| PKS Advisory Services, LLC | 16,000 | $295,520 | ▼ -4,749 | 0.05% | 2026-06-30 |
| Focus Partners Wealth | 15,994 | $295,409 | ▲ +398 | 0.00% | 2026-06-30 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 15,906 | $293,787 | ▲ +229 | 0.00% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 15,726 | $290,459 | ▲ +2 | 0.00% | 2026-06-30 |
| Keyes, Stange & Wooten Wealth Management, LLC | 15,695 | $289,887 | Unchanged | 0.12% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,423 | $284,863 | ▼ -9,407 | 0.00% | 2026-06-30 |
| UHLMANN PRICE SECURITIES, LLC | 14,809 | $273,521 | ▲ +735 | 0.01% | 2026-06-30 |
| SAGE PRIVATE WEALTH GROUP, LLC | 14,587 | $269,422 | ▲ +507 | 0.12% | 2026-06-30 |
| Closed-End Fund Advisors, Inc. | 13,638 | $251,903 | ▲ +2,086 | 0.25% | 2026-06-30 |
| Centurion Wealth Management LLC | 13,451 | $248,440 | Unchanged | 0.06% | 2026-06-30 |
| BARRETT & COMPANY, INC. | 13,257 | $244,878 | ▲ +7 | 0.07% | 2026-06-30 |
| TWO SIGMA SECURITIES, LLC | 13,198 | $243,767 | New position | 0.02% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 13,146 | $242,807 | Unchanged | 0.00% | 2026-06-30 |
| RMR Wealth Builders | 13,093 | $241,820 | New position | 0.02% | 2026-06-30 |
| VERUS CAPITAL PARTNERS, LLC | 13,048 | $240,996 | ▲ +3 | 0.01% | 2026-06-30 |
| TRUIST FINANCIAL CORP | 12,746 | $235,413 | ▲ +808 | 0.00% | 2026-06-30 |
| Tradition Wealth Management, LLC | 12,583 | $232,404 | ▲ +4 | 0.01% | 2026-06-30 |
| Invesco Ltd. | 11,734 | $216,727 | New position | 0.00% | 2026-06-30 |
| NorthStar Asset Management LLC /NJ/ | 11,259 | $207,955 | ▲ +191 | 0.08% | 2026-06-30 |
| DAVENPORT & Co LLC | 10,813 | $199,716 | ▲ +26 | 0.00% | 2026-06-30 |
| Wedmont Private Capital | 11,023 | $199,627 | Unchanged | 0.01% | 2026-06-30 |
| Coastal Bridge Advisors, LLC | 10,695 | $197,537 | Unchanged | 0.01% | 2026-06-30 |
| Coquina Private Wealth LLC | 10,485 | $193,661 | ▼ -917 | 0.13% | 2026-06-30 |
| SEI INVESTMENTS CO | 10,258 | $189,470 | New position | 0.00% | 2026-06-30 |
| Graves Light Lenhart Wealth, Inc. | 10,253 | $189,373 | Unchanged | 0.02% | 2026-06-30 |
| SITTNER & NELSON, LLC | 10,218 | $188,727 | Unchanged | 0.06% | 2026-06-30 |
| Mascoma Wealth Management LLC | 10,217 | $188,708 | Unchanged | 0.03% | 2026-06-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,002 | $181,129 | New position | 0.00% | 2026-06-30 |
| Institute for Wealth Management, LLC. | 4,647 | $85,835 | New position | 0.01% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 4,500 | $83,115 | Unchanged | 0.00% | 2026-06-30 |
| SALEM INVESTMENT COUNSELORS INC | 4,047 | $74,749 | Unchanged | 0.00% | 2026-06-30 |
| Community Financial Services Group, LLC | 3,918 | $72,522 | Unchanged | 0.01% | 2026-06-30 |
| ASSETMARK, INC | 3,701 | $68,357 | Unchanged | 0.00% | 2026-06-30 |
| Pingora Partners LLC | 3,633 | $67,102 | ▼ -100 | 0.04% | 2026-06-30 |
| Arax Advisory Partners | 3,548 | $65,532 | New position | 0.00% | 2026-06-30 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3,071 | $56,721 | Unchanged | 0.00% | 2026-06-30 |
| Quent Capital, LLC | 3,050 | $56,334 | ▲ +51 | 0.00% | 2026-06-30 |
| Center for Financial Planning, Inc. | 2,756 | $50,904 | New position | 0.00% | 2026-06-30 |
| Clearstead Advisors, LLC | 2,486 | $45,917 | New position | 0.00% | 2026-06-30 |
| Vermillion Wealth Management, Inc. | 2,341 | $43,238 | ▼ -35 | 0.01% | 2026-06-30 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 1,944 | $35,914 | ▲ +1,783 | 0.02% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 1,912 | $35,315 | ▲ +1,278 | 0.00% | 2026-06-30 |
| Westfuller Advisors, LLC | 1,894 | $34,988 | ▲ +32 | 0.01% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 1,886 | $34,831 | New position | 0.00% | 2026-06-30 |
| Hughes Financial Services, LLC | 1,617 | $29,866 | Unchanged | 0.00% | 2026-06-30 |
| Penserra Capital Management LLC | 1,384,409 | $25,570 | ▲ +52,863 | 0.20% | 2026-06-30 |
| Prosperity Bancshares Inc | 1,362 | $25,156 | ▼ -3,816 | 0.02% | 2026-06-30 |
| CENTRAL TRUST Co | 1,000 | $18,470 | Unchanged | 0.00% | 2026-06-30 |
| LANARK FINANCIAL, INC. | 611 | $11,303 | ▲ +10 | 0.00% | 2026-06-30 |
| Geneos Wealth Management Inc. | 574 | $10,602 | ▲ +9 | 0.00% | 2026-06-30 |
| Newton One Investments LLC | 568 | $10,491 | New position | 0.00% | 2026-06-30 |
| Thomas J. Herzfeld Advisors, Inc. | 409 | $7,557 | ▲ +7 | 0.00% | 2026-06-30 |
| NATIONAL BANK OF CANADA /FI/ | 407 | $7,521 | Unchanged | 0.00% | 2026-06-30 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 363 | $6,705 | Unchanged | 0.00% | 2026-06-30 |
| COUNTRY TRUST BANK | 332 | $6,125 | ▲ +5 | 0.00% | 2026-06-30 |
| MB, LEVIS & ASSOCIATES, LLC | 325 | $6,003 | New position | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 292 | $5,376 | Unchanged | 0.00% | 2026-06-30 |
| Global Retirement Partners, LLC | 206 | $3,801 | ▼ -1,016 | 0.00% | 2026-06-30 |
| Trust Co | 203 | $3,749 | New position | 0.00% | 2026-06-30 |
| HIGHLINE WEALTH PARTNERS LLC | 137 | $2,530 | Unchanged | 0.00% | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | 132,934 | $2,455 | ▲ +12,738 | 0.01% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 114 | $2,123 | ▲ +109 | 0.00% | 2026-06-30 |
| Tidemark, LLC | 108 | $1,995 | ▼ -1 | 0.00% | 2026-06-30 |
| Lodestone Wealth Management LLC | 107 | $1,976 | Unchanged | 0.00% | 2026-06-30 |
| DHJJ Financial Advisors, Ltd. | 55 | $1,016 | Unchanged | 0.00% | 2026-06-30 |
| Key Financial Inc | 32 | $591 | Unchanged | 0.00% | 2026-06-30 |
| WEDBUSH SECURITIES INC | 29,047 | $537 | ▲ +3,109 | 0.01% | 2026-06-30 |
| WHITTIER TRUST CO OF NEVADA INC | 8 | $145 | Unchanged | 0.00% | 2026-06-30 |
| Capital Analysts, LLC | 34 | $1 | Unchanged | 0.00% | 2026-06-30 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Simplicity Wealth,LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Independent Advisor Alliance | 0 | $0 | Sold out | 2026-06-30 | |
| Creative Planning | 0 | $0 | Sold out | 2026-06-30 | |
| ENDEAVOR PRIVATE WEALTH, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| ZACKS INVESTMENT MANAGEMENT | 0 | $0 | Sold out | 2026-06-30 | |
| Strategic Blueprint, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Formidable Asset Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Private Wealth Asset Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Fairway Wealth LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Osbon Capital Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Beaird Harris Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Tower Research Capital LLC (TRC) | 0 | $0 | Sold out | 2026-06-30 | |
| FMR LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Nemes Rush Group LLC | 0 | $0 | Sold out | 2026-06-30 | |
| CITIGROUP INC | 0 | $0 | Sold out | 2026-06-30 | |
| Blue Trust, Inc. | 0 | $0 | Sold out | 2026-06-30 |