PVAL — Institutional owners (13F)

386 filers · $10.1B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
BANK OF AMERICA CORP /DE/ $1,948,474,618 38,242,878 19.26% Shares
MORGAN STANLEY $891,152,378 17,490,722 8.81% Shares
LPL Financial LLC $508,244,871 9,975,366 5.02% Shares
Cetera Investment Advisers $479,505,619 9,411,298 4.74% Shares
Cullen/Frost Bankers, Inc. $438,680,591 8,610,022 4.34% Shares
COMMONWEALTH EQUITY SERVICES, LLC $406,421,286 7,976,865 4.02% Shares
GLENMEDE TRUST CO NA $369,882,326 7,259,712 3.66% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $337,327,463 6,620,755 3.33% Shares
UBS Group AG $305,577,008 5,997,586 3.02% Shares
ENVESTNET ASSET MANAGEMENT INC $275,166,921 5,400,725 2.72% Shares
Glenmede Investment Management, LP $247,224,442 5,787,089 2.44% Shares
Modern Wealth Management, LLC $194,075,017 3,809,127 1.92% Shares
WELLS FARGO & COMPANY/MN $175,783,971 3,450,127 1.74% Shares
CWM, LLC $155,122,344 3,343,154 1.53% Shares
Allegheny Financial Group $132,944,828 2,609,319 1.31% Shares
STIFEL FINANCIAL CORP $125,827,617 2,469,602 1.24% Shares
Amplius Wealth Advisors, LLC $103,837,811 2,038,034 1.03% Shares
OSAIC HOLDINGS, INC. $85,303,665 1,674,245 0.84% Shares
JONES FINANCIAL COMPANIES LLLP $85,077,815 1,669,830 0.84% Shares
HighTower Advisors, LLC $80,945,322 1,588,721 0.80% Shares
Opal Wealth Advisors, LLC $79,615,201 1,562,614 0.79% Shares
Oak Barrel Wealth Advisory LLC $73,516,366 1,442,912 0.73% Shares
Kestra Advisory Services, LLC $70,955,588 1,392,651 0.70% Shares
Corient Private Wealth LP $66,897,251 1,312,998 0.66% Shares
Sanctuary Advisors, LLC $65,081,905 1,277,368 0.64% Shares
Bleakley Financial Group, LLC $54,732,884 1,074,247 0.54% Shares
Wealthspire Advisors, LLC $52,280,929 1,026,122 0.52% Shares
RFG Advisory, LLC $51,551,775 1,011,811 0.51% Shares
Drake & Associates, LLC $48,635,891 954,581 0.48% Shares
AUCTUS ADVISORS LLC $48,138,834 944,825 0.48% Shares
MML INVESTORS SERVICES, LLC $47,774,891 937,682 0.47% Shares
Geneos Wealth Management Inc. $44,807,412 879,439 0.44% Shares
M&T Bank Corp $44,770,911 878,615 0.44% Shares
Harbor Group, Inc. $44,649,446 876,338 0.44% Shares
Summit Investment Advisory Services, LLC $44,122,615 865,998 0.44% Shares
Rockefeller Capital Management L.P. $42,542,436 834,984 0.42% Shares
GGM Financial LLC $40,862,754 802,017 0.40% Shares
Embree Financial Group $39,849,115 782,122 0.39% Shares
HANCOCK WHITNEY CORP $39,829,806 781,743 0.39% Shares
Bouchey Financial Group, Ltd. $39,360,251 772,527 0.39% Shares
SAX WEALTH ADVISORS, LLC $39,061,610 841,845 0.39% Shares
Arete Wealth Advisors, LLC $34,447,777 676,109 0.34% Shares
OneDigital Investment Advisors LLC $33,913,426 665,622 0.34% Shares
Steward Partners Investment Advisory, LLC $32,764,834 643,078 0.32% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $32,203,138 621,442 0.32% Shares
AdvisorNet Financial, Inc $31,852,520 625,172 0.31% Shares
BAKER TILLY WEALTH MANAGEMENT, LLC $30,199,708 592,732 0.30% Shares
Marks Group Wealth Management, Inc $29,666,478 582,267 0.29% Shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $28,507,952 559,528 0.28% Shares
Private Advisor Group, LLC $27,190,569 533,671 0.27% Shares
Bucket List Wealth Management, LLC $26,658,630 523,231 0.26% Shares
Baird Financial Group, Inc. $25,496,552 500,423 0.25% Shares
Aurdan Capital Management, LLC $23,779,016 466,713 0.24% Shares
MAI Capital Management $23,619,610 463,584 0.23% Shares
Retirement Management Systems Inc. $22,345,607 438,579 0.22% Shares
Snowden Capital Advisors LLC $21,943,779 430,692 0.22% Shares
Towneley Capital Management, Inc / DE $21,859,875 429,046 0.22% Shares
Dogwood Wealth Management LLC $21,740,040 426,694 0.21% Shares
ADAMSBROWN WEALTH CONSULTANTS LLC $21,616,788 424,275 0.21% Shares
SILVER OAK SECURITIES, INCORPORATED $21,250,174 417,079 0.21% Shares
Frontier Asset Management, LLC $21,047,503 413,101 0.21% Shares
Atria Investments, Inc $20,262,077 397,686 0.20% Shares
Redhawk Wealth Advisors, Inc. $19,682,796 386,316 0.19% Shares
H D Vest Advisory Services $19,457,851 483,665 0.19% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $19,089,392 374,669 0.19% Shares
TRUIST FINANCIAL CORP $19,070,651 374,301 0.19% Shares
Keystone Financial Services, LLC $18,851,864 370,007 0.19% Shares
Valmark Advisers, Inc. $18,687,220 366,776 0.18% Shares
Haverford Trust Co $18,191,494 357,046 0.18% Shares
Ameritas Advisory Services, LLC $17,441,196 342,320 0.17% Shares
BridgePort Financial Solutions, LLC $17,243,116 338,432 0.17% Shares
Able Wealth Management LLC $16,972,386 333,118 0.17% Shares
Cooper Financial Group $16,833,734 330,397 0.17% Shares
PNC Financial Services Group, Inc. $16,660,143 326,990 0.16% Shares
IVC Wealth Advisors LLC $16,237,138 318,688 0.16% Shares
Stratos Investment Management, LLC $15,950,459 313,061 0.16% Shares
Merit Financial Group, LLC $15,512,688 304,469 0.15% Shares
JPMORGAN CHASE & CO $15,456,840 302,541 0.15% Shares
CENTRAL TRUST Co $15,439,430 303,031 0.15% Shares
Coign Capital Advisors LLC $14,785,231 290,191 0.15% Shares
Trademark Financial Management, LLC $13,980,629 274,399 0.14% Shares
HARBOUR INVESTMENTS, INC. $13,826,359 271,371 0.14% Shares
Rollins Financial Advisors, LLC $13,629,622 267,510 0.13% Shares
Smartleaf Asset Management LLC $13,553,206 265,281 0.13% Shares
Qube Research & Technologies Ltd $13,551,528 265,977 0.13% Shares
ROYAL BANK OF CANADA $13,041,000 255,968 0.13% Shares
Weil Company, Inc. $12,664,334 248,564 0.13% Shares
Key Client Fiduciary Advisors, LLC $12,626,284 247,817 0.12% Shares
Integrated Advisors Network LLC $11,949,688 234,538 0.12% Shares
CASTLE WEALTH MANAGEMENT LLC $11,520,922 226,122 0.11% Shares
Arax Advisory Partners $11,461,087 224,948 0.11% Shares
New England Private Wealth Advisors LLC $11,102,785 211,845 0.11% Shares
Stonebridge Financial Group, LLC / MO $11,049,890 216,877 0.11% Shares
MGO ONE SEVEN LLC $10,905,796 214,049 0.11% Shares
J.W. COLE ADVISORS, INC. $10,844,068 212,837 0.11% Shares
KELLEHER FINANCIAL ADVISORS $10,803,925 212,050 0.11% Shares
Midwest Capital Advisors, LLC $10,522,415 206,524 0.10% Shares
Green Ridge Wealth Planning LLC $10,521,430 206,505 0.10% Shares
Stratos Wealth Partners, LTD. $10,425,579 204,623 0.10% Shares
StoneCrest Wealth Management, Inc. $10,082,088 197,882 0.10% Shares
ROBINSON SMITH WEALTH ADVISORS LLC $10,054,881 197,348 0.10% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $10,026,122 190,719 0.10% Shares
Diversify Advisory Services, LLC $10,026,122 190,719 0.10% Shares
Horizon Family Wealth, Inc. $10,010,045 196,468 0.10% Shares
Cornerstone Wealth Management, LLC $9,776,616 191,886 0.10% Shares
Tower Wealth Partners, Inc. $9,569,072 187,813 0.09% Shares
MERCER GLOBAL ADVISORS INC /ADV $9,080,989 178,233 0.09% Shares
Colonial River Investments, LLC $8,843,819 173,578 0.09% Shares
Visionary Wealth Advisors $8,773,183 172,192 0.09% Shares
DENVER WEALTH MANAGEMENT, INC. $8,747,107 171,680 0.09% Shares
Foundry Financial Group, Inc. $8,731,301 171,370 0.09% Shares
U.S. Capital Wealth Advisors, LLC $8,611,521 185,593 0.09% Shares
Vestmark Advisory Solutions, Inc. $8,513,592 167,097 0.08% Shares
Midwest Financial Group LLC $8,437,747 165,608 0.08% Shares
IFP Advisors, Inc $7,905,045 155,153 0.08% Shares
Per Stirling Capital Management, LLC. $7,731,523 151,747 0.08% Shares
Essex Financial Services, Inc. $7,660,844 150,360 0.08% Shares
Summit Financial, LLC $7,548,671 148,158 0.07% Shares
Brookstone Capital Management $7,485,719 146,923 0.07% Shares
N.E.W. Advisory Services LLC $7,300,018 143,278 0.07% Shares
GOLDMAN SACHS GROUP INC $7,248,402 142,265 0.07% Shares
Uniting Wealth Partners, LLC $7,074,408 138,850 0.07% Shares
Sovran Advisors, LLC $6,905,710 130,296 0.07% Shares
Prosperity Financial Group, Inc. $6,807,721 133,615 0.07% Shares
Bank of New York Mellon Corp $6,773,686 132,948 0.07% Shares
ERn Financial, LLC $6,749,347 132,470 0.07% Shares
Sigma Planning Corp $6,661,513 130,746 0.07% Shares
Sumitomo Mitsui Trust Group, Inc. $6,529,344 128,152 0.06% Shares
Patriot Financial Group Insurance Agency, LLC $6,496,852 127,514 0.06% Shares
RAYMOND JAMES FINANCIAL INC $6,416,745 125,942 0.06% Shares
Secure Asset Management, LLC $6,347,753 124,588 0.06% Shares
Cannon Wealth Management Services, LLC $6,152,226 120,750 0.06% Shares
Elyxium Wealth, LLC $6,099,684 119,719 0.06% Shares
SeaCrest Wealth Management, LLC $5,966,039 117,096 0.06% Shares
Beacon Pointe Advisors, LLC $5,522,664 108,394 0.05% Shares
Empire Life Investments Inc. $5,521,497 108,339 0.05% Shares
RDA Financial Network $5,495,018 107,851 0.05% Shares
IFG Advisory, LLC $5,489,253 107,738 0.05% Shares
ATX Financial Planning, LLC $5,416,888 106,318 0.05% Shares
Sandhill Capital Partners LLC $5,261,912 103,276 0.05% Shares
STEPHENS INC /AR/ $5,236,438 102,776 0.05% Shares
Clarity Asset Management, Inc. $5,063,948 99,391 0.05% Shares
SILVERCREST ASSET MANAGEMENT GROUP LLC $5,063,717 99,386 0.05% Shares
Kingsview Wealth Management, LLC $5,053,822 99,192 0.05% Shares
&PARTNERS $4,940,860 97,008 0.05% Shares
Mutual Advisors, LLC $4,899,085 96,155 0.05% Shares
Ballew Advisors, Inc $4,809,261 93,076 0.05% Shares
MOTCO $4,789,555 94,005 0.05% Shares
Indivisible Partners $4,763,535 93,494 0.05% Shares
Tempus Wealth Planning, LLC $4,736,623 92,966 0.05% Shares
Equitable Holdings, Inc. $4,617,998 90,637 0.05% Shares
MARSHALL WACE, LLP $4,568,890 89,674 0.05% Shares
Belpointe Asset Management LLC $4,173,315 81,910 0.04% Shares
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $3,910,209 76,746 0.04% Shares
Laurel Wealth Planning LLC $3,904,605 76,636 0.04% Shares
Everest Financial Group LLC $3,879,934 76,152 0.04% Shares
Athena Wealth Management, LLC $3,847,145 75,508 0.04% Shares
Spire Wealth Management $3,832,067 75,212 0.04% Shares
Faithward Advisors, LLC $3,808,054 74,741 0.04% Shares
Atria Wealth Solutions, Inc. $3,707,235 92,151 0.04% Shares
CreativeOne Wealth, LLC $3,601,554 70,688 0.04% Shares
VICTORY FINANCIAL GROUP, LLC $3,596,817 70,595 0.04% Shares
ArborFi Advisors, LLC $3,565,328 69,977 0.04% Shares
Continuum Advisory, LLC $3,425,006 67,223 0.03% Shares
Advisory Resource Group $3,195,584 62,720 0.03% Shares
Fifth Third Securities, Inc. $3,127,032 61,374 0.03% Shares
MACROVIEW INVESTMENT MANAGEMENT LLC $3,083,990 60,530 0.03% Shares
New Republic Capital, LLC $2,992,548 58,735 0.03% Shares
Wealthcare Advisory Partners LLC $2,989,595 58,677 0.03% Shares
D.A. DAVIDSON & CO. $2,798,429 54,925 0.03% Shares
Prostatis Group LLC $2,747,067 53,917 0.03% Shares
Clark Wealth Partners $2,686,441 52,727 0.03% Shares
Patten Group, Inc. $2,686,329 52,725 0.03% Shares
Sonoma Allocations LLC $2,678,053 52,168 0.03% Shares
Waverly Advisors, LLC $2,676,098 52,524 0.03% Shares
World Investment Advisors $2,674,776 54,482 0.03% Shares
Global Retirement Partners, LLC $2,674,536 52,493 0.03% Shares
Heritage Trust Co $2,661,332 52,234 0.03% Shares
Briggs Wealth Management, Inc $2,589,483 50,824 0.03% Shares
Peck Wealth Management, LLC $2,569,674 50,435 0.03% Shares
BARNES PETTEY FINANCIAL ADVISORS, LLC $2,556,671 50,180 0.03% Shares
Xcelsior Advisor Partners LLC $2,547,602 50,002 0.03% Shares
Dynamic Advisor Solutions LLC $2,547,182 49,994 0.03% Shares
Quantinno Capital Management LP $2,544,195 49,935 0.03% Shares
FIRST UNITED BANK & TRUST $2,538,992 49,833 0.03% Shares
Provident Wealth Management, LLC $2,496,573 49,000 0.02% Shares
FSA WEALTH PARTNERS, INC. $2,461,140 48,305 0.02% Shares
WESPAC Advisors, LLC $2,434,850 47,789 0.02% Shares
BENJAMIN EDWARDS INC $2,369,127 46,498 0.02% Shares
Chevy Chase Trust Holdings, LLC $2,311,500 45,368 0.02% Shares
Breakwater Capital Group $2,303,755 45,216 0.02% Shares
Nuveen, LLC $2,249,494 44,151 0.02% Shares
AXXCESS WEALTH MANAGEMENT, LLC $2,230,383 43,776 0.02% Shares
Quadrature Capital Ltd $2,230,082 43,770 0.02% Shares
WJ Wealth Management, LLC $2,142,194 42,045 0.02% Shares
INSIGNEO ADVISORY SERVICES, LLC $2,128,412 41,775 0.02% Shares
INDEPENDENT FINANCIAL GROUP, LLC $2,023,123 39,708 0.02% Shares
COZAD ASSET MANAGEMENT INC $2,008,536 39,422 0.02% Shares
Beacon Bridge Wealth Partners, LLC $2,007,889 39,409 0.02% Shares
Cordgrass Capital Advisors, LLC $1,986,642 38,992 0.02% Shares
WealthCare Investment Partners, LLC $1,880,692 36,912 0.02% Shares
RENAISSANCE TECHNOLOGIES LLC $1,859,675 36,500 0.02% Shares
Kingsman Wealth Management, Inc. $1,831,772 35,952 0.02% Shares
JT Stratford LLC $1,777,136 34,880 0.02% Shares
FIFTH THIRD BANCORP $1,762,157 34,586 0.02% Shares
HICKS CAPITAL MANAGEMENT LLC $1,697,960 33,326 0.02% Shares
Federation des caisses Desjardins du Quebec $1,637,098 32,122 0.02% Shares
Wealthspire Retirement, LLC $1,574,702 30,907 0.02% Shares
GREAT VALLEY ADVISOR GROUP, INC. $1,498,046 29,402 0.01% Shares
Integrated Investment Consultants, LLC $1,484,123 29,129 0.01% Shares
Integrity Financial Corp /WA $1,460,023 28,656 0.01% Shares
Greenline Wealth Management LLC $1,405,349 27,583 0.01% Shares
Skopos Labs, Inc. $1,388,660 29,928 0.01% Shares
KINTRA WEALTH, LLC $1,387,852 25,503 0.01% Shares
Farther Finance Advisors, LLC $1,331,002 26,123 0.01% Shares
GWN SECURITIES INC. $1,326,500 26,035 0.01% Shares
Focus Financial Network, Inc. $1,323,477 25,976 0.01% Shares
Vise Technologies, Inc. $1,320,697 25,921 0.01% Shares
RMR Wealth Builders $1,265,972 24,847 0.01% Shares
RICHARDS, MERRILL & PETERSON, INC. $1,256,427 24,660 0.01% Shares
COMERICA BANK $1,198,354 26,297 0.01% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $1,179,493 23,150 0.01% Shares
Gladstone Institutional Advisory LLC $1,142,044 22,415 0.01% Shares
Cox Capital Mgt LLC $1,130,345 22,185 0.01% Shares
Kovack Advisors, Inc. $1,124,971 22,080 0.01% Shares
SMITH, MOORE & CO. $1,099,925 21,588 0.01% Shares
Mayflower Financial Advisors, LLC $1,072,803 21,056 0.01% Shares
TRUSTMARK BANK TRUST DEPARTMENT $1,065,059 20,904 0.01% Shares
GK Wealth Management LLC $1,055,663 20,720 0.01% Shares
Mayfair Advisory Group, LLC $980,191 18,702 0.01% Shares
PCG Wealth Advisors, LLC $961,172 18,865 0.01% Shares
Mariner, LLC $915,764 17,974 0.01% Shares
John W. Brooker & Co., CPAs $915,266 17,964 0.01% Shares
Simplicity Wealth,LLC $905,331 17,769 0.01% Shares
Runnymede Capital Advisors, Inc. $894,886 17,564 0.01% Shares
Accurate Wealth Management, LLC $876,846 16,921 0.01% Shares
Prospera Financial Services Inc $869,041 17,057 0.01% Shares
Main Street Financial Solutions, LLC $854,432 16,770 0.01% Shares
VICUS CAPITAL $851,953 16,721 0.01% Shares
Verdence Capital Advisors LLC $840,364 16,494 0.01% Shares
AQR CAPITAL MANAGEMENT LLC $839,656 16,480 0.01% Shares
Aspire Capital Advisors LLC $825,043 16,193 0.01% Shares
Cyndeo Wealth Partners, LLC $813,519 15,967 0.01% Shares
WEALTH ALLIANCE, LLC $783,966 15,387 0.01% Shares
Clear Point Advisors Inc. $773,912 15,190 0.01% Shares
JANE STREET GROUP, LLC $765,880 15,032 0.01% Shares
Barnes Wealth Management Group, Inc $762,569 14,967 0.01% Shares
Processus Wealth & Capital Management, LLC $738,062 14,486 0.01% Shares
Cedar Mountain Advisors, LLC $721,758 14,166 0.01% Shares
Scarborough Advisors, LLC $720,979 14,035 0.01% Shares
Avantax Planning Partners, Inc. $694,856 13,638 0.01% Shares
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $682,748 13,400 0.01% Shares
PRIVATE TRUST CO NA $678,348 13,314 0.01% Shares
MANCHESTER FINANCIAL INC $666,307 13,078 0.01% Shares
GREENWOOD GEARHART LLC $658,478 12,924 0.01% Shares
LWM Advisory Services, LLC $654,894 12,854 0.01% Shares
Spartan Wealth Advisory Services LLC $646,046 12,680 0.01% Shares
LaSalle St. Investment Advisors, LLC $627,382 12,314 0.01% Shares
Third View Private Wealth, LLC $619,654 12,162 0.01% Shares
BROWN ADVISORY INC $616,597 12,102 0.01% Shares
FLAGSHIP WEALTH ADVISORS, LLC $613,489 12,041 0.01% Shares
Foster Victor Wealth Advisors, LLC $610,104 11,794 0.01% Shares
FRANKLIN RESOURCES INC $577,671 11,338 0.01% Shares
Advyzon Investment Management, LLC $576,402 11,313 0.01% Shares
Strategic Blueprint, LLC $572,137 11,229 0.01% Shares
Madison Wealth Partners, Inc $562,713 11,044 0.01% Shares
FLAGSHIP HARBOR ADVISORS, LLC $560,767 11,006 0.01% Shares
StoneX Group Inc. $543,705 10,660 0.01% Shares
Apollon Wealth Management, LLC $541,904 10,636 0.01% Shares
Western Wealth Management, LLC $540,172 10,602 0.01% Shares
Facet Wealth, Inc. $521,320 10,232 0.01% Shares
Regal Investment Advisors LLC $514,901 10,106 0.01% Shares
Perigon Wealth Management, LLC $513,698 10,082 0.01% Shares
Elevation Wealth Management LLC $497,781 9,770 0.00% Shares
First Bank & Trust $496,100 9,737 0.00% Shares
SENTINEL PENSION ADVISORS, LLC $493,057 9,491 0.00% Shares
Hilltop Holdings Inc. $483,650 9,493 0.00% Shares
Arkadios Wealth Advisors $479,643 9,414 0.00% Shares
AE Wealth Management LLC $472,319 9,270 0.00% Shares
Pinnacle Financial Partners, Inc. $472,103 9,266 0.00% Shares
ADVISORTRUST PARTNERS, LLC $464,104 9,109 0.00% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $453,251 8,896 0.00% Shares
PRINCIPAL SECURITIES, INC. $449,048 8,813 0.00% Shares
Nvest Financial, LLC $447,803 8,789 0.00% Shares
Carnegie Investment Counsel $436,285 8,563 0.00% Shares
Marin Bay Wealth Advisors, LLC $431,771 8,474 0.00% Shares
Advisor OS, LLC $429,356 8,427 0.00% Shares
NewEdge Wealth, LLC $421,102 8,265 0.00% Shares
Meadowbrook Advisors Group, LLC $420,439 8,252 0.00% Shares
NewEdge Advisors, LLC $418,067 8,205 0.00% Shares
Lantern Wealth Advisors, LLC $412,365 8,094 0.00% Shares
Ausdal Financial Partners, Inc. $408,466 8,017 0.00% Shares
FMR LLC $396,256 7,777 0.00% Shares
CIBC WORLD MARKET INC. $393,334 7,720 0.00% Shares
Congress Wealth Management LLC / DE / $390,351 9,703 0.00% Shares
Heritage Wealth Management, Inc. $388,749 7,630 0.00% Shares
Argent Trust Co $384,673 7,550 0.00% Shares
Insight Wealth Partners, LLC $377,565 7,411 0.00% Shares
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN $375,135 7,025 0.00% Shares
Signature Wealth Management Group $352,269 7,592 0.00% Shares
Waldron Private Wealth LLC $345,610 6,784 0.00% Shares
CAPTRUST FINANCIAL ADVISORS $343,951 6,751 0.00% Shares
BOKF, NA $342,843 6,729 0.00% Shares
Principle Wealth Partners LLC $333,740 6,550 0.00% Shares
Revisor Wealth Management LLC $328,178 6,442 0.00% Shares
Envestnet Portfolio Solutions, Inc. $326,844 6,415 0.00% Shares
Axis Wealth Partners, LLC $316,533 6,213 0.00% Shares
Next Level Private LLC $305,728 6,001 0.00% Shares
IHT Wealth Management, LLC $300,605 5,900 0.00% Shares
BANK OF MONTREAL /CAN/ $298,312 5,855 0.00% Shares
TRANSCEND CAPITAL ADVISORS, LLC $291,990 5,731 0.00% Shares
Creative Planning $273,938 5,377 0.00% Shares
AMERIPRISE FINANCIAL INC $266,876 5,238 0.00% Shares
Baron Wealth Management LLC $265,551 5,212 0.00% Shares
John A. Wolfe & Associates, Inc. $260,855 5,119 0.00% Shares
Laird Norton Wetherby Wealth Management, LLC $241,539 5,654 0.00% Shares
Atlanta Consulting Group Advisors, LLC $240,484 4,720 0.00% Shares
OneAscent Wealth Management LLC $239,373 4,698 0.00% Shares
Encompass More Asset Management $238,293 4,677 0.00% Shares
Fingerlakes Wealth Management, Inc. $238,191 4,675 0.00% Shares
Savvy Advisors, Inc. $237,070 4,653 0.00% Shares
Lynx Investment Advisory $235,465 4,621 0.00% Shares
Rockbridge Investment Management, LCC $231,925 4,552 0.00% Shares
QRG CAPITAL MANAGEMENT, INC. $227,441 4,464 0.00% Shares
Aureus Asset Management, LLC $224,537 4,407 0.00% Shares
Savant Capital, LLC $214,014 4,388 0.00% Shares
Stratos Wealth Advisors, LLC $212,271 4,166 0.00% Shares
Three Cord True Wealth Management, LLC $203,415 3,992 0.00% Shares
COFG Advisors, LLC $200,081 3,927 0.00% Shares
Clearstead Advisors, LLC $156,779 3,077 0.00% Shares
Tidemark, LLC $155,601 3,054 0.00% Shares
Cambridge Investment Research Advisors, Inc. $147,506 2,895,121 0.00% Shares
SIGNATUREFD, LLC $133,642 2,623 0.00% Shares
CoreCap Advisors, LLC $120,497 2,365 0.00% Shares
Allworth Financial LP $119,029 2,336 0.00% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $117,507 2,300 0.00% Shares
Janney Montgomery Scott LLC $108,498 2,129,491 0.00% Shares
HUNTINGTON NATIONAL BANK $98,996 1,943 0.00% Shares
ROTHSCHILD INVESTMENT LLC $85,341 1,675 0.00% Shares
Aptus Capital Advisors, LLC $80,195 1,574 0.00% Shares
Community Bank, N.A. $78,972 1,550 0.00% Shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $71,634 1,406 0.00% Shares
BEACON INVESTMENT ADVISORY SERVICES, INC. $67,509 1,325 0.00% Shares
Vanguard National Trust Co $66,235 1,300 0.00% Shares
Capital Analysts, LLC $60,647 1,190,333 0.00% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $60,088 1,295 0.00% Shares
Northwest Capital Management Inc $58,922 1,293 0.00% Shares
CITIGROUP INC $56,249 1,104 0.00% Shares
Signature Equity Partners, LLC $52,326 1,027 0.00% Shares
First Command Advisory Services, Inc. $43,613 856 0.00% Shares
FIRST HORIZON CORP $41,881 822 0.00% Shares
BROWN BROTHERS HARRIMAN & CO $39,232 770 0.00% Shares
NorthAvenue LLC $30,723 603 0.00% Shares
Sowa Financial Group, Inc. $29,918 587,209 0.00% Shares
Chung Wu Investment Group, LLC $25,985 510 0.00% Shares
Delos Wealth Advisors, LLC $25,475 500 0.00% Shares
Keating Financial Advisory Services, Inc. $22,571 443 0.00% Shares
Transamerica Financial Advisors, LLC $22,326 438 0.00% Shares
Manchester Capital Management LLC $21,298 418 0.00% Shares
ASSETMARK, INC $14,674 288 0.00% Shares
CENTAURUS FINANCIAL, INC. $11,323 222,228 0.00% Shares
FIDUCIARY FINANCIAL ADVISORS $11,158 219 0.00% Shares
PlanVest Financial, Inc $10,037 197 0.00% Shares
Greykasell Wealth Strategies, Inc. $8,883 174 0.00% Shares
Abound Wealth Management $8,724 188 0.00% Shares
Horizon Investments, LLC $8,336 164 0.00% Shares
Cornerstone Planning Group LLC $8,236 157 0.00% Shares
Valued Wealth Advisors LLC $6,828 134 0.00% Shares
IAG Wealth Partners, LLC $6,471 127 0.00% Shares
Golden State Wealth Management, LLC $6,369 125 0.00% Shares
EVERMAY WEALTH MANAGEMENT LLC $6,114 120 0.00% Shares
USAdvisors Wealth Management, LLC $4,720 92,647 0.00% Shares
BlackRock, Inc. $3,668 72 0.00% Shares
WEDBUSH SECURITIES INC $3,031 59,488 0.00% Shares
NATIXIS ADVISORS, LLC $2,926 57,445 0.00% Shares
Russell Investments Group, Ltd. $2,501 49 0.00% Shares
Central Pacific Bank - Trust Division $1,885 37 0.00% Shares
EverSource Wealth Advisors, LLC $1,681 33 0.00% Shares
SOA Wealth Advisors, LLC. $1,325 26 0.00% Shares
Crews Bank & Trust $1,274 25 0.00% Shares
Betterment LLC $1,024 20,099 0.00% Shares
PARK AVENUE SECURITIES LLC $455 8,933 0.00% Shares
Beacon Capital Management, Inc. $67 1 0.00% Shares
Elequin Capital, LP $51 1 0.00% Shares
BESSEMER GROUP INC $13 250 0.00% Shares
HANTZ FINANCIAL SERVICES, INC. $4 85 0.00% Shares