{ "symbol": "IBM", "total_institutional_holders": "3931", "total_institutional_shares": "714621877", "holders_with_increased_holdings": "2029", "shares_with_increased_holdings": "41439226", "holders_with_decreased_holdings": "1459", "shares_with_decreased_holdings": "26824294", "holders_with_unchanged_holdings": "443", "shares_with_unchanged_holdings": "646358357", "total_institutional_ownership_percentage": "76%", "holdings": [ { "holder_name": "VANGUARD GROUP INC", "shares_held": "97216131", "shares_changed": "1439824", "shares_changed_percentage": "1.50%", "change_type": "increased", "last_reported": "2025-12-31" }, { "holder_name": "BLACKROCK", "shares_held": "76763481", "shares_changed": "-802472", "shares_changed_percentage": "-1.03%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VANGUARD CAPITAL MANAGEMENT LLC", "shares_held": "61385366", "shares_changed": "539761", "shares_changed_percentage": "0.89%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STATE STREET CORP", "shares_held": "56045055", "shares_changed": "1450562", "shares_changed_percentage": "2.66%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VANGUARD PORTFOLIO MANAGEMENT LLC", "shares_held": "28348295", "shares_changed": "687429", "shares_changed_percentage": "2.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GEODE CAPITAL MANAGEMENT", "shares_held": "23448500", "shares_changed": "372171", "shares_changed_percentage": "1.61%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MORGAN STANLEY", "shares_held": "17459828", "shares_changed": "-2171123", "shares_changed_percentage": "-11.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAPITAL WORLD INVESTORS", "shares_held": "16207905", "shares_changed": "-854548", "shares_changed_percentage": "-5.01%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BANK OF AMERICA CORP", "shares_held": "14988328", "shares_changed": "-1075325", "shares_changed_percentage": "-6.69%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "JPMORGAN CHASE & CO", "shares_held": "12445411", "shares_changed": "-6099283", "shares_changed_percentage": "-32.89%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NORTHERN TRUST CORP", "shares_held": "10227731", "shares_changed": "-77057", "shares_changed_percentage": "-0.75%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BANK OF NEW YORK MELLON CORP", "shares_held": "9269877", "shares_changed": "2099174", "shares_changed_percentage": "29.27%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NORGES BANK", "shares_held": "8416339", "shares_changed": "157236", "shares_changed_percentage": "1.90%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "UBS AM", "shares_held": "7621512", "shares_changed": "53388", "shares_changed_percentage": "0.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FMR LLC", "shares_held": "7433148", "shares_changed": "2187458", "shares_changed_percentage": "41.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CHARLES SCHWAB INVESTMENT MANAGEMENT INC", "shares_held": "7132137", "shares_changed": "392141", "shares_changed_percentage": "5.82%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GOLDMAN SACHS GROUP INC", "shares_held": "6942807", "shares_changed": "-63649", "shares_changed_percentage": "-0.91%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LEGAL & GENERAL GROUP PLC", "shares_held": "6666667", "shares_changed": "-247386", "shares_changed_percentage": "-3.58%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WELLINGTON MANAGEMENT GROUP LLP", "shares_held": "6549393", "shares_changed": "6283395", "shares_changed_percentage": "2362.20%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DIMENSIONAL FUND ADVISORS LP", "shares_held": "5584047", "shares_changed": "446759", "shares_changed_percentage": "8.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AMUNDI", "shares_held": "5462124", "shares_changed": "690901", "shares_changed_percentage": "14.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VANGUARD FIDUCIARY TRUST CO", "shares_held": "5277637", "shares_changed": "14082", "shares_changed_percentage": "0.27%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WELLS FARGO & COMPANY", "shares_held": "5272282", "shares_changed": "743693", "shares_changed_percentage": "16.42%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AMERIPRISE FINANCIAL INC", "shares_held": "4787969", "shares_changed": "12985", "shares_changed_percentage": "0.27%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INVESCO LTD.", "shares_held": "4329024", "shares_changed": "138880", "shares_changed_percentage": "3.31%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "UBS GROUP AG", "shares_held": "4224527", "shares_changed": "287500", "shares_changed_percentage": "7.30%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ROYAL BANK OF CANADA", "shares_held": "4096592", "shares_changed": "167038", "shares_changed_percentage": "4.25%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PRICE T ROWE ASSOCIATES INC", "shares_held": "3828617", "shares_changed": "-1041744", "shares_changed_percentage": "-21.39%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST TRUST ADVISORS LP", "shares_held": "3649008", "shares_changed": "318471", "shares_changed_percentage": "9.56%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DEUTSCHE BANK AG\\", "shares_held": "3416803", "shares_changed": "-146332", "shares_changed_percentage": "-4.11%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NUVEEN", "shares_held": "3406951", "shares_changed": "48435", "shares_changed_percentage": "1.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FRANKLIN RESOURCES INC", "shares_held": "2801789", "shares_changed": "-378250", "shares_changed_percentage": "-11.89%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STIFEL FINANCIAL CORP", "shares_held": "2736515", "shares_changed": "59267", "shares_changed_percentage": "2.21%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AQR CAPITAL MANAGEMENT LLC", "shares_held": "2688952", "shares_changed": "800610", "shares_changed_percentage": "42.40%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SWISS NATIONAL BANK", "shares_held": "2645760", "shares_changed": "-97500", "shares_changed_percentage": "-3.55%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BARCLAYS PLC", "shares_held": "2552506", "shares_changed": "211252", "shares_changed_percentage": "9.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RAYMOND JAMES FINANCIAL INC", "shares_held": "2522245", "shares_changed": "-216758", "shares_changed_percentage": "-7.91%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HSBC HOLDINGS PLC", "shares_held": "2509826", "shares_changed": "401434", "shares_changed_percentage": "19.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MITSUBISHI UFJ ASSET MANAGEMENT CO.", "shares_held": "2431943", "shares_changed": "181050", "shares_changed_percentage": "8.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NATIONAL PENSION SERVICE", "shares_held": "2349975", "shares_changed": "64858", "shares_changed_percentage": "2.84%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SUMITOMO MITSUI TRUST GROUP", "shares_held": "2344997", "shares_changed": "-3363", "shares_changed_percentage": "-0.14%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAPITAL WEALTH PLANNING", "shares_held": "2326916", "shares_changed": "-322963", "shares_changed_percentage": "-12.19%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VICTORY CAPITAL MANAGEMENT INC", "shares_held": "2212859", "shares_changed": "-804489", "shares_changed_percentage": "-26.66%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LPL FINANCIAL LLC", "shares_held": "2075342", "shares_changed": "79351", "shares_changed_percentage": "3.98%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VANGUARD GLOBAL ADVISERS", "shares_held": "2031030", "shares_changed": "-8725", "shares_changed_percentage": "-0.43%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VANGUARD ASSET MANAGEMENT", "shares_held": "2002150", "shares_changed": "247958", "shares_changed_percentage": "14.13%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CITIGROUP INC", "shares_held": "1982975", "shares_changed": "117381", "shares_changed_percentage": "6.29%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BNP PARIBAS FINANCIAL MARKETS", "shares_held": "1746207", "shares_changed": "430228", "shares_changed_percentage": "32.69%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM", "shares_held": "1723040", "shares_changed": "-755226", "shares_changed_percentage": "-30.47%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HIGHTOWER ADVISORS", "shares_held": "1716120", "shares_changed": "372987", "shares_changed_percentage": "27.77%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CANADA PENSION PLAN INVESTMENT BOARD", "shares_held": "1713804", "shares_changed": "118044", "shares_changed_percentage": "7.40%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MARSHALL WACE", "shares_held": "1702963", "shares_changed": "1414891", "shares_changed_percentage": "491.16%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALLIANCEBERNSTEIN L.P.", "shares_held": "1603863", "shares_changed": "129864", "shares_changed_percentage": "8.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RHUMBLINE ADVISERS", "shares_held": "1563378", "shares_changed": "-1470", "shares_changed_percentage": "-0.09%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NATIONAL BANK OF CANADA", "shares_held": "1545593", "shares_changed": "1152754", "shares_changed_percentage": "293.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM", "shares_held": "1424282", "shares_changed": "2390", "shares_changed_percentage": "0.17%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BANK OF MONTREAL", "shares_held": "1371339", "shares_changed": "92376", "shares_changed_percentage": "7.22%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DEKABANK DEUTSCHE GIROZENTRALE", "shares_held": "1351453", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "VOYA INVESTMENT MANAGEMENT LLC", "shares_held": "1301755", "shares_changed": "-9933", "shares_changed_percentage": "-0.76%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ABERDEEN GROUP PLC", "shares_held": "1254225", "shares_changed": "97244", "shares_changed_percentage": "8.40%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "W1M ASSET MANAGEMENT LTD", "shares_held": "1157301", "shares_changed": "42199", "shares_changed_percentage": "3.78%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PNC FINANCIAL SERVICES GROUP", "shares_held": "1124434", "shares_changed": "15936", "shares_changed_percentage": "1.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NEW YORK STATE COMMON RETIREMENT FUND", "shares_held": "1112331", "shares_changed": "-35600", "shares_changed_percentage": "-3.10%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PRINCIPAL FINANCIAL GROUP INC", "shares_held": "1069713", "shares_changed": "4208", "shares_changed_percentage": "0.40%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ENVESTNET ASSET MANAGEMENT INC", "shares_held": "1016199", "shares_changed": "-43951", "shares_changed_percentage": "-4.15%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "W1M INVESTMENT MANAGEMENT LTD", "shares_held": "993743", "shares_changed": "32072", "shares_changed_percentage": "3.33%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH", "shares_held": "957093", "shares_changed": "186034", "shares_changed_percentage": "24.13%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PROSHARE ADVISORS LLC", "shares_held": "927294", "shares_changed": "63934", "shares_changed_percentage": "7.41%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CANADA LIFE ASSURANCE CO", "shares_held": "914591", "shares_changed": "-39734", "shares_changed_percentage": "-4.16%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SWEDBANK AB", "shares_held": "908811", "shares_changed": "18836", "shares_changed_percentage": "2.12%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ADAGE CAPITAL PARTNERS GP", "shares_held": "898190", "shares_changed": "-39200", "shares_changed_percentage": "-4.18%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.", "shares_held": "892907", "shares_changed": "32061", "shares_changed_percentage": "3.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK", "shares_held": "876271", "shares_changed": "235336", "shares_changed_percentage": "36.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SUSQUEHANNA INTERNATIONAL GROUP", "shares_held": "870716", "shares_changed": "588943", "shares_changed_percentage": "209.01%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AVIVA PLC", "shares_held": "820671", "shares_changed": "19071", "shares_changed_percentage": "2.38%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM", "shares_held": "800734", "shares_changed": "-14647", "shares_changed_percentage": "-1.80%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EURIZON CAPITAL SGR S.P.A.", "shares_held": "772109", "shares_changed": "368276", "shares_changed_percentage": "91.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SG AMERICAS SECURITIES", "shares_held": "768231", "shares_changed": "424266", "shares_changed_percentage": "123.35%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CITADEL ADVISORS LLC", "shares_held": "757042", "shares_changed": "389878", "shares_changed_percentage": "106.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SCHRODER INVESTMENT MANAGEMENT GROUP", "shares_held": "750956", "shares_changed": "-128348", "shares_changed_percentage": "-14.60%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CIBC BANCORP USA INC.", "shares_held": "744911", "shares_changed": "-38891", "shares_changed_percentage": "-4.96%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PICTET ASSET MANAGEMENT HOLDING SA", "shares_held": "725515", "shares_changed": "-35662", "shares_changed_percentage": "-4.68%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COMMERZBANK AKTIENGESELLSCHAFT", "shares_held": "702147", "shares_changed": "19557", "shares_changed_percentage": "2.87%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NATIXIS ADVISORS", "shares_held": "700149", "shares_changed": "79288", "shares_changed_percentage": "12.77%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JANNEY MONTGOMERY SCOTT LLC", "shares_held": "697737", "shares_changed": "8819", "shares_changed_percentage": "1.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NEW YORK STATE TEACHERS RETIREMENT SYSTEM", "shares_held": "696206", "shares_changed": "-30125", "shares_changed_percentage": "-4.15%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NEUBERGER BERMAN GROUP LLC", "shares_held": "689624", "shares_changed": "-44962", "shares_changed_percentage": "-6.12%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RETIREMENT SYSTEMS OF ALABAMA", "shares_held": "687112", "shares_changed": "18016", "shares_changed_percentage": "2.69%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TD ASSET MANAGEMENT INC", "shares_held": "677870", "shares_changed": "-27674", "shares_changed_percentage": "-3.92%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTH ENHANCEMENT ADVISORY SERVICES", "shares_held": "665812", "shares_changed": "48063", "shares_changed_percentage": "7.78%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PFA PENSION", "shares_held": "649499", "shares_changed": "64495", "shares_changed_percentage": "11.03%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "THRIVENT FINANCIAL FOR LUTHERANS", "shares_held": "646829", "shares_changed": "-183362", "shares_changed_percentage": "-22.09%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CERITY PARTNERS LLC", "shares_held": "646294", "shares_changed": "185979", "shares_changed_percentage": "40.40%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RUSSELL INVESTMENTS GROUP", "shares_held": "639937", "shares_changed": "33290", "shares_changed_percentage": "5.49%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HANDELSBANKEN FONDER AB", "shares_held": "638216", "shares_changed": "296372", "shares_changed_percentage": "86.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KOREA INVESTMENT CORP", "shares_held": "631665", "shares_changed": "51244", "shares_changed_percentage": "8.83%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ROCKEFELLER CAPITAL MANAGEMENT L.P.", "shares_held": "629141", "shares_changed": "10240", "shares_changed_percentage": "1.66%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MANUFACTURERS LIFE INSURANCE COMPANY", "shares_held": "627060", "shares_changed": "-36565", "shares_changed_percentage": "-5.51%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MARINER", "shares_held": "611768", "shares_changed": "61457", "shares_changed_percentage": "11.17%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRUIST FINANCIAL CORP", "shares_held": "606089", "shares_changed": "-29116", "shares_changed_percentage": "-4.58%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KBC GROUP NV", "shares_held": "595275", "shares_changed": "-330405", "shares_changed_percentage": "-35.69%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CONNOR", "shares_held": "573368", "shares_changed": "245113", "shares_changed_percentage": "74.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DANSKE BANK A", "shares_held": "568252", "shares_changed": "39356", "shares_changed_percentage": "7.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COMMONWEALTH EQUITY SERVICES", "shares_held": "567549", "shares_changed": "-34577", "shares_changed_percentage": "-5.74%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.", "shares_held": "556753", "shares_changed": "79842", "shares_changed_percentage": "16.74%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.", "shares_held": "553921", "shares_changed": "-24659", "shares_changed_percentage": "-4.26%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ENSIGN PEAK ADVISORS", "shares_held": "553831", "shares_changed": "168684", "shares_changed_percentage": "43.80%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ASSET MANAGEMENT ONE CO.", "shares_held": "551582", "shares_changed": "12624", "shares_changed_percentage": "2.34%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CREATIVE PLANNING", "shares_held": "545121", "shares_changed": "47160", "shares_changed_percentage": "9.47%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CAPTRUST FINANCIAL ADVISORS", "shares_held": "543384", "shares_changed": "-21362", "shares_changed_percentage": "-3.78%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ZURCHER KANTONALBANK", "shares_held": "539161", "shares_changed": "187748", "shares_changed_percentage": "53.43%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MITSUBISHI UFJ TRUST & BANKING CORP", "shares_held": "533855", "shares_changed": "7296", "shares_changed_percentage": "1.39%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CETERA INVESTMENT ADVISERS", "shares_held": "527279", "shares_changed": "44355", "shares_changed_percentage": "9.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ADVISORS CAPITAL MANAGEMENT", "shares_held": "526559", "shares_changed": "15307", "shares_changed_percentage": "2.99%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NOMURA ASSET MANAGEMENT CO LTD", "shares_held": "524676", "shares_changed": "26611", "shares_changed_percentage": "5.34%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EPOCH INVESTMENT PARTNERS", "shares_held": "522214", "shares_changed": "24601", "shares_changed_percentage": "4.94%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALLIANZ ASSET MANAGEMENT GMBH", "shares_held": "519984", "shares_changed": "-24330", "shares_changed_percentage": "-4.47%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PRUDENTIAL FINANCIAL INC", "shares_held": "519546", "shares_changed": "-110041", "shares_changed_percentage": "-17.48%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TREASURER OF THE STATE OF NORTH CAROLINA", "shares_held": "519545", "shares_changed": "-45630", "shares_changed_percentage": "-8.07%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ALTSHULER SHAHAM LTD", "shares_held": "519343", "shares_changed": "126313", "shares_changed_percentage": "32.14%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "US BANCORP \\DE\\", "shares_held": "518314", "shares_changed": "2176", "shares_changed_percentage": "0.42%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BANK JULIUS BAER & CO. LTD", "shares_held": "511347", "shares_changed": "-713712", "shares_changed_percentage": "-58.26%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "OSAIC HOLDINGS", "shares_held": "502197", "shares_changed": "82302", "shares_changed_percentage": "19.60%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STATE OF WISCONSIN INVESTMENT BOARD", "shares_held": "500555", "shares_changed": "-6021", "shares_changed_percentage": "-1.19%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "JONES FINANCIAL COMPANIES LLLP", "shares_held": "497429", "shares_changed": "76460", "shares_changed_percentage": "18.16%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TCW GROUP INC", "shares_held": "496932", "shares_changed": "9817", "shares_changed_percentage": "2.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CIBC PRIVATE WEALTH GROUP LLC", "shares_held": "494056", "shares_changed": "-1736", "shares_changed_percentage": "-0.35%", "change_type": "decreased", "last_reported": "2025-12-31" }, { "holder_name": "NORDEA INVESTMENT MANAGEMENT AB", "shares_held": "491103", "shares_changed": "393846", "shares_changed_percentage": "404.95%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CHILTON INVESTMENT CO INC.", "shares_held": "487018", "shares_changed": "16077", "shares_changed_percentage": "3.41%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BLAIR WILLIAM & CO", "shares_held": "486008", "shares_changed": "-32449", "shares_changed_percentage": "-6.26%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CHEVY CHASE TRUST HOLDINGS", "shares_held": "471569", "shares_changed": "-7530", "shares_changed_percentage": "-1.57%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MILLENNIUM MANAGEMENT LLC", "shares_held": "464139", "shares_changed": "333429", "shares_changed_percentage": "255.09%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CORIENT PRIVATE WEALTH LP", "shares_held": "454375", "shares_changed": "-49850", "shares_changed_percentage": "-9.89%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VANGUARD INVESTMENTS AUSTRALIA", "shares_held": "450874", "shares_changed": "13929", "shares_changed_percentage": "3.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALYESKA INVESTMENT GROUP", "shares_held": "449621", "shares_changed": "449621", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BESSEMER GROUP INC", "shares_held": "442061", "shares_changed": "-328184", "shares_changed_percentage": "-42.61%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ROYAL LONDON ASSET MANAGEMENT LTD", "shares_held": "436289", "shares_changed": "-3729", "shares_changed_percentage": "-0.85%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIFTH THIRD BANCORP", "shares_held": "432456", "shares_changed": "-6141", "shares_changed_percentage": "-1.40%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KLP KAPITALFORVALTNING AS", "shares_held": "429190", "shares_changed": "18760", "shares_changed_percentage": "4.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SWISS LIFE ASSET MANAGEMENT LTD", "shares_held": "416972", "shares_changed": "-39838", "shares_changed_percentage": "-8.72%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "QUANTINNO CAPITAL MANAGEMENT LP", "shares_held": "402233", "shares_changed": "41891", "shares_changed_percentage": "11.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JENNISON ASSOCIATES LLC", "shares_held": "389932", "shares_changed": "-246326", "shares_changed_percentage": "-38.72%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ACADIAN ASSET MANAGEMENT LLC", "shares_held": "388148", "shares_changed": "-93757", "shares_changed_percentage": "-19.45%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "M&T BANK CORP", "shares_held": "387339", "shares_changed": "7446", "shares_changed_percentage": "1.96%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AMERICAN CENTURY COMPANIES INC", "shares_held": "383975", "shares_changed": "-118729", "shares_changed_percentage": "-23.62%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FOCUS PARTNERS WEALTH", "shares_held": "379720", "shares_changed": "-13787", "shares_changed_percentage": "-3.50%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY", "shares_held": "378142", "shares_changed": "-880", "shares_changed_percentage": "-0.23%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CIBC WORLD MARKET INC.", "shares_held": "371017", "shares_changed": "107771", "shares_changed_percentage": "40.94%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ZACKS INVESTMENT MANAGEMENT", "shares_held": "366219", "shares_changed": "-567", "shares_changed_percentage": "-0.15%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MACKENZIE FINANCIAL CORP", "shares_held": "365458", "shares_changed": "-488518", "shares_changed_percentage": "-57.20%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BRANDYWINE GLOBAL INVESTMENT MANAGEMENT", "shares_held": "364334", "shares_changed": "-21167", "shares_changed_percentage": "-5.49%", "change_type": "decreased", "last_reported": "2025-12-31" }, { "holder_name": "CAPITAL ADVISORS INC", "shares_held": "363488", "shares_changed": "114709", "shares_changed_percentage": "46.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND", "shares_held": "363021", "shares_changed": "-251689", "shares_changed_percentage": "-40.94%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO", "shares_held": "362957", "shares_changed": "-19121", "shares_changed_percentage": "-5.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MEYER HANDELMAN CO", "shares_held": "359584", "shares_changed": "5095", "shares_changed_percentage": "1.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VEST FINANCIAL", "shares_held": "357096", "shares_changed": "56249", "shares_changed_percentage": "18.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BAIRD FINANCIAL GROUP", "shares_held": "354617", "shares_changed": "-14000", "shares_changed_percentage": "-3.80%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TCTC HOLDINGS", "shares_held": "353804", "shares_changed": "221", "shares_changed_percentage": "0.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALLSPRING GLOBAL INVESTMENTS HOLDINGS", "shares_held": "345371", "shares_changed": "53171", "shares_changed_percentage": "18.20%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FJARDE AP-FONDEN", "shares_held": "342321", "shares_changed": "15080", "shares_changed_percentage": "4.61%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WOODLINE PARTNERS LP", "shares_held": "340396", "shares_changed": "-449", "shares_changed_percentage": "-0.13%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "D. E. SHAW & CO.", "shares_held": "338010", "shares_changed": "-102523", "shares_changed_percentage": "-23.27%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MERCER GLOBAL ADVISORS INC", "shares_held": "337650", "shares_changed": "50011", "shares_changed_percentage": "17.39%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FORT WASHINGTON INVESTMENT ADVISORS INC", "shares_held": "330199", "shares_changed": "36120", "shares_changed_percentage": "12.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CLEAR STREET GROUP INC.", "shares_held": "326538", "shares_changed": "326538", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SILVERCREST ASSET MANAGEMENT GROUP LLC", "shares_held": "326399", "shares_changed": "108875", "shares_changed_percentage": "50.05%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CAMBRIDGE INVESTMENT RESEARCH ADVISORS", "shares_held": "321180", "shares_changed": "-2625", "shares_changed_percentage": "-0.81%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RAFFERTY ASSET MANAGEMENT", "shares_held": "314646", "shares_changed": "91629", "shares_changed_percentage": "41.09%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CWM", "shares_held": "311283", "shares_changed": "90714", "shares_changed_percentage": "41.13%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "TORONTO DOMINION BANK", "shares_held": "310695", "shares_changed": "8588", "shares_changed_percentage": "2.84%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SEI INVESTMENTS CO", "shares_held": "309686", "shares_changed": "-130423", "shares_changed_percentage": "-29.63%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TEACHER RETIREMENT SYSTEM OF TEXAS", "shares_held": "308386", "shares_changed": "-89964", "shares_changed_percentage": "-22.58%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STATE OF TENNESSEE", "shares_held": "306846", "shares_changed": "8645", "shares_changed_percentage": "2.90%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CIBC ASSET MANAGEMENT INC", "shares_held": "304254", "shares_changed": "42285", "shares_changed_percentage": "16.14%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STATE OF NEW JERSEY COMMON PENSION FUND D", "shares_held": "303016", "shares_changed": "-16436", "shares_changed_percentage": "-5.14%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RESONA ASSET MANAGEMENT CO.", "shares_held": "303001", "shares_changed": "-19394", "shares_changed_percentage": "-6.02%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "JANUS HENDERSON GROUP LTD.", "shares_held": "302610", "shares_changed": "-9634", "shares_changed_percentage": "-3.08%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "WELCH GROUP", "shares_held": "301425", "shares_changed": "6623", "shares_changed_percentage": "2.25%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WALLEYE CAPITAL LLC", "shares_held": "300154", "shares_changed": "194377", "shares_changed_percentage": "183.76%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TIDAL INVESTMENTS LLC", "shares_held": "297270", "shares_changed": "99795", "shares_changed_percentage": "50.54%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CLARK CAPITAL MANAGEMENT GROUP", "shares_held": "292480", "shares_changed": "-64247", "shares_changed_percentage": "-18.01%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BROWN ADVISORY INC", "shares_held": "292065", "shares_changed": "12118", "shares_changed_percentage": "4.33%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BIRCH HILL INVESTMENT ADVISORS LLC", "shares_held": "289497", "shares_changed": "10123", "shares_changed_percentage": "3.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TREDJE AP-FONDEN", "shares_held": "288095", "shares_changed": "15771", "shares_changed_percentage": "5.79%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NYKREDIT A", "shares_held": "286028", "shares_changed": "286028", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "LANSFORSAKRINGAR FONDFORVALTNING AB", "shares_held": "285334", "shares_changed": "-13917", "shares_changed_percentage": "-4.65%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.", "shares_held": "285327", "shares_changed": "285000", "shares_changed_percentage": "87155.96%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SANCTUARY ADVISORS", "shares_held": "281188", "shares_changed": "16704", "shares_changed_percentage": "6.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COMERICA BANK", "shares_held": "277624", "shares_changed": "-14730", "shares_changed_percentage": "-5.04%", "change_type": "decreased", "last_reported": "2025-12-31" }, { "holder_name": "MN SERVICES VERMOGENSBEHEER B.V.", "shares_held": "273265", "shares_changed": "-85500", "shares_changed_percentage": "-23.83%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "T. ROWE PRICE INVESTMENT MANAGEMENT", "shares_held": "271284", "shares_changed": "271284", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "&PARTNERS", "shares_held": "269706", "shares_changed": "23040", "shares_changed_percentage": "9.34%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DNB ASSET MANAGEMENT AS", "shares_held": "267981", "shares_changed": "-50283", "shares_changed_percentage": "-15.80%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CZECH NATIONAL BANK", "shares_held": "267527", "shares_changed": "12956", "shares_changed_percentage": "5.09%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SEB ASSET MANAGEMENT AB", "shares_held": "266039", "shares_changed": "3402", "shares_changed_percentage": "1.29%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PENSERRA CAPITAL MANAGEMENT LLC", "shares_held": "265549", "shares_changed": "109614", "shares_changed_percentage": "70.30%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VIRGINIA RETIREMENT SYSTEM", "shares_held": "260810", "shares_changed": "83750", "shares_changed_percentage": "47.30%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ARIZONA STATE RETIREMENT SYSTEM", "shares_held": "260286", "shares_changed": "4185", "shares_changed_percentage": "1.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AXA INVESTMENT MANAGERS S.A.", "shares_held": "255141", "shares_changed": "255141", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2025-09-30" }, { "holder_name": "CULLEN CAPITAL MANAGEMENT", "shares_held": "254463", "shares_changed": "85657", "shares_changed_percentage": "50.74%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "UNISUPER MANAGEMENT PTY LTD", "shares_held": "252438", "shares_changed": "20665", "shares_changed_percentage": "8.92%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MIRAE ASSET GLOBAL INVESTMENTS CO.", "shares_held": "251668", "shares_changed": "30939", "shares_changed_percentage": "14.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DAIWA SECURITIES GROUP INC.", "shares_held": "251572", "shares_changed": "6579", "shares_changed_percentage": "2.69%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KORNITZER CAPITAL MANAGEMENT INC", "shares_held": "251495", "shares_changed": "360", "shares_changed_percentage": "0.14%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AE WEALTH MANAGEMENT LLC", "shares_held": "249165", "shares_changed": "-20691", "shares_changed_percentage": "-7.67%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ARROWSTREET CAPITAL", "shares_held": "249057", "shares_changed": "47938", "shares_changed_percentage": "23.84%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DEFIANCE ETFS", "shares_held": "248129", "shares_changed": "110464", "shares_changed_percentage": "80.24%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RAIFFEISEN BANK INTERNATIONAL AG", "shares_held": "240725", "shares_changed": "27526", "shares_changed_percentage": "12.91%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STATE OF MICHIGAN RETIREMENT SYSTEM", "shares_held": "240640", "shares_changed": "-3500", "shares_changed_percentage": "-1.43%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "J. SAFRA SARASIN HOLDING AG", "shares_held": "236657", "shares_changed": "5126", "shares_changed_percentage": "2.21%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STRS OHIO", "shares_held": "235839", "shares_changed": "37286", "shares_changed_percentage": "18.78%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KEYBANK NATIONAL ASSOCIATION", "shares_held": "235450", "shares_changed": "7648", "shares_changed_percentage": "3.36%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO", "shares_held": "230347", "shares_changed": "24265", "shares_changed_percentage": "11.77%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NEWEDGE WEALTH", "shares_held": "230156", "shares_changed": "6666", "shares_changed_percentage": "2.98%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MML INVESTORS SERVICES", "shares_held": "226034", "shares_changed": "34892", "shares_changed_percentage": "18.25%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VONTOBEL HOLDING LTD.", "shares_held": "225095", "shares_changed": "1835", "shares_changed_percentage": "0.82%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MACQUARIE GROUP LTD", "shares_held": "224490", "shares_changed": "132018", "shares_changed_percentage": "142.76%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CAISSE DE DEPOT ET PLACEMENT DU QUEBEC", "shares_held": "223498", "shares_changed": "179413", "shares_changed_percentage": "406.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SEQUOIA FINANCIAL ADVISORS", "shares_held": "221104", "shares_changed": "14178", "shares_changed_percentage": "6.85%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KESTRA ADVISORY SERVICES", "shares_held": "220891", "shares_changed": "-17558", "shares_changed_percentage": "-7.36%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "E. OHMAN JOR ASSET MANAGEMENT AB", "shares_held": "220477", "shares_changed": "-12833", "shares_changed_percentage": "-5.50%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WILLIAMS JONES WEALTH MANAGEMENT", "shares_held": "219878", "shares_changed": "-2684", "shares_changed_percentage": "-1.21%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "IFM INVESTORS PTY LTD", "shares_held": "215047", "shares_changed": "27289", "shares_changed_percentage": "14.53%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NOMURA HOLDINGS INC", "shares_held": "209903", "shares_changed": "138745", "shares_changed_percentage": "194.98%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ZURICH INSURANCE GROUP LTD", "shares_held": "209181", "shares_changed": "-78011", "shares_changed_percentage": "-27.16%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FLOSSBACH VON STORCH SE", "shares_held": "208507", "shares_changed": "168862", "shares_changed_percentage": "425.94%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS", "shares_held": "207595", "shares_changed": "-10145", "shares_changed_percentage": "-4.66%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HUDSON BAY CAPITAL MANAGEMENT LP", "shares_held": "200000", "shares_changed": "200000", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "NEWEDGE ADVISORS", "shares_held": "198163", "shares_changed": "1994", "shares_changed_percentage": "1.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HAMLIN CAPITAL MANAGEMENT", "shares_held": "193749", "shares_changed": "193749", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SKANDINAVISKA ENSKILDA BANKEN AB", "shares_held": "192550", "shares_changed": "-192550", "shares_changed_percentage": "-50.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A", "shares_held": "192156", "shares_changed": "-104819", "shares_changed_percentage": "-35.30%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NISA INVESTMENT ADVISORS", "shares_held": "191852", "shares_changed": "-1186", "shares_changed_percentage": "-0.61%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TOCQUEVILLE ASSET MANAGEMENT L.P.", "shares_held": "188776", "shares_changed": "102154", "shares_changed_percentage": "117.93%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BEACON POINTE ADVISORS", "shares_held": "188254", "shares_changed": "-38283", "shares_changed_percentage": "-16.90%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PENSIONDANMARK PENSIONSFORSIKRINGSAKTIESELSKAB", "shares_held": "186873", "shares_changed": "21523", "shares_changed_percentage": "13.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "D.A. DAVIDSON & CO.", "shares_held": "185102", "shares_changed": "7282", "shares_changed_percentage": "4.09%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PINNACLE FINANCIAL PARTNERS", "shares_held": "184932", "shares_changed": "2835", "shares_changed_percentage": "1.56%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DAVENPORT & CO LLC", "shares_held": "178048", "shares_changed": "6167", "shares_changed_percentage": "3.59%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AMERICANA PARTNERS", "shares_held": "177721", "shares_changed": "-1062", "shares_changed_percentage": "-0.59%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ERSTE ASSET MANAGEMENT GMBH", "shares_held": "177342", "shares_changed": "35453", "shares_changed_percentage": "24.99%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JEFFERIES FINANCIAL GROUP INC.", "shares_held": "176779", "shares_changed": "167971", "shares_changed_percentage": "1907.03%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JANE STREET GROUP", "shares_held": "174730", "shares_changed": "111408", "shares_changed_percentage": "175.94%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ADVISORS ASSET MANAGEMENT", "shares_held": "174466", "shares_changed": "16020", "shares_changed_percentage": "10.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "XPONANCE LLC", "shares_held": "173070", "shares_changed": "-512", "shares_changed_percentage": "-0.29%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "QRG CAPITAL MANAGEMENT", "shares_held": "172688", "shares_changed": "10627", "shares_changed_percentage": "6.56%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "USS INVESTMENT MANAGEMENT LTD", "shares_held": "171018", "shares_changed": "19300", "shares_changed_percentage": "12.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LBP AM SA", "shares_held": "170629", "shares_changed": "87892", "shares_changed_percentage": "106.23%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CRESSET ASSET MANAGEMENT", "shares_held": "169974", "shares_changed": "32836", "shares_changed_percentage": "23.94%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PUBLIC SECTOR PENSION INVESTMENT BOARD", "shares_held": "169471", "shares_changed": "2197", "shares_changed_percentage": "1.31%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY", "shares_held": "167476", "shares_changed": "2750", "shares_changed_percentage": "1.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BANK OF NOVA SCOTIA", "shares_held": "163597", "shares_changed": "-42097", "shares_changed_percentage": "-20.47%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MERIDIEM CAPITAL PARTNERS LP", "shares_held": "163461", "shares_changed": "163461", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "DONALDSON CAPITAL MANAGEMENT", "shares_held": "163449", "shares_changed": "5590", "shares_changed_percentage": "3.54%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AMALGAMATED BANK", "shares_held": "162188", "shares_changed": "-10211", "shares_changed_percentage": "-5.92%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BLUE SPARROW", "shares_held": "162000", "shares_changed": "162000", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PINNACLE ASSOCIATES LTD", "shares_held": "160772", "shares_changed": "13094", "shares_changed_percentage": "8.87%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CIBC WORLD MARKETS CORP", "shares_held": "157999", "shares_changed": "-1877", "shares_changed_percentage": "-1.17%", "change_type": "decreased", "last_reported": "2025-12-31" }, { "holder_name": "MAREX GROUP LTD", "shares_held": "157154", "shares_changed": "152061", "shares_changed_percentage": "2985.69%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HUNTINGTON NATIONAL BANK", "shares_held": "157095", "shares_changed": "-27438", "shares_changed_percentage": "-14.87%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GLENVIEW TRUST CO", "shares_held": "154329", "shares_changed": "-1888", "shares_changed_percentage": "-1.21%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RAKUTEN INVESTMENT MANAGEMENT", "shares_held": "153622", "shares_changed": "14898", "shares_changed_percentage": "10.74%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VAN ECK ASSOCIATES CORP", "shares_held": "152995", "shares_changed": "42686", "shares_changed_percentage": "38.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NEOS INVESTMENT MANAGEMENT LLC", "shares_held": "151373", "shares_changed": "16708", "shares_changed_percentage": "12.41%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NISSAY ASSET MANAGEMENT CORP", "shares_held": "150830", "shares_changed": "12055", "shares_changed_percentage": "8.69%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "O'SHAUGHNESSY ASSET MANAGEMENT", "shares_held": "150787", "shares_changed": "-13538", "shares_changed_percentage": "-8.24%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "INTECH INVESTMENT MANAGEMENT LLC", "shares_held": "149364", "shares_changed": "36854", "shares_changed_percentage": "32.76%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CI INVESTMENTS INC.", "shares_held": "149175", "shares_changed": "31043", "shares_changed_percentage": "26.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FERGUSON WELLMAN CAPITAL MANAGEMENT", "shares_held": "149003", "shares_changed": "-4", "shares_changed_percentage": "-0.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STEWARD PARTNERS INVESTMENT ADVISORY", "shares_held": "147719", "shares_changed": "15477", "shares_changed_percentage": "11.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FREESTONE GROVE PARTNERS LP", "shares_held": "147261", "shares_changed": "147261", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "WEDBUSH FUND ADVISERS", "shares_held": "144737", "shares_changed": "14765", "shares_changed_percentage": "11.36%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WAVERLY ADVISORS", "shares_held": "144368", "shares_changed": "83711", "shares_changed_percentage": "138.01%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ABNER HERRMAN & BROCK LLC", "shares_held": "143768", "shares_changed": "-524", "shares_changed_percentage": "-0.36%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "REYNDERS MCVEIGH CAPITAL MANAGEMENT", "shares_held": "143526", "shares_changed": "3691", "shares_changed_percentage": "2.64%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "TODD ASSET MANAGEMENT LLC", "shares_held": "143016", "shares_changed": "3419", "shares_changed_percentage": "2.45%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "UTAH RETIREMENT SYSTEMS", "shares_held": "142851", "shares_changed": "-8420", "shares_changed_percentage": "-5.57%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ARAX ADVISORY PARTNERS", "shares_held": "141970", "shares_changed": "124737", "shares_changed_percentage": "723.83%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JUPITER TOPCO LLC", "shares_held": "141630", "shares_changed": "141630", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY", "shares_held": "140889", "shares_changed": "-2456", "shares_changed_percentage": "-1.71%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP", "shares_held": "140757", "shares_changed": "11928", "shares_changed_percentage": "9.26%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALLWORTH FINANCIAL LP", "shares_held": "140146", "shares_changed": "4935", "shares_changed_percentage": "3.65%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST MANHATTAN CO. LLC.", "shares_held": "139968", "shares_changed": "4286", "shares_changed_percentage": "3.16%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DREXEL MORGAN & CO.", "shares_held": "139735", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP", "shares_held": "139302", "shares_changed": "-2802", "shares_changed_percentage": "-1.97%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAPITAL INTERNATIONAL", "shares_held": "138302", "shares_changed": "-27696", "shares_changed_percentage": "-16.68%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PATHSTONE HOLDINGS", "shares_held": "138030", "shares_changed": "19471", "shares_changed_percentage": "16.42%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VARMA MUTUAL PENSION INSURANCE CO", "shares_held": "137458", "shares_changed": "5050", "shares_changed_percentage": "3.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VANGUARD PERSONALIZED INDEXING MANAGEMENT", "shares_held": "136885", "shares_changed": "11100", "shares_changed_percentage": "8.82%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EMPOWERED FUNDS", "shares_held": "136324", "shares_changed": "3871", "shares_changed_percentage": "2.92%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PRIVATE ADVISOR GROUP", "shares_held": "136253", "shares_changed": "-33956", "shares_changed_percentage": "-19.95%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC", "shares_held": "136105", "shares_changed": "34142", "shares_changed_percentage": "33.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BANCO BILBAO VIZCAYA ARGENTARIA", "shares_held": "134582", "shares_changed": "-115602", "shares_changed_percentage": "-46.21%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FLORIDA TRUST WEALTH MANAGEMENT CO", "shares_held": "132609", "shares_changed": "12010", "shares_changed_percentage": "9.96%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTHFRONT ADVISERS LLC", "shares_held": "132528", "shares_changed": "-1619", "shares_changed_percentage": "-1.21%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ETHIC INC.", "shares_held": "132007", "shares_changed": "5522", "shares_changed_percentage": "4.37%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DOUGLAS LANE & ASSOCIATES", "shares_held": "131789", "shares_changed": "-13491", "shares_changed_percentage": "-9.29%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TD WATERHOUSE CANADA INC.", "shares_held": "131314", "shares_changed": "13169", "shares_changed_percentage": "11.15%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NEW YORK LIFE INVESTMENT MANAGEMENT LLC", "shares_held": "131095", "shares_changed": "-1213", "shares_changed_percentage": "-0.92%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CREDIT AGRICOLE S A", "shares_held": "129912", "shares_changed": "-398818", "shares_changed_percentage": "-75.43%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GUGGENHEIM CAPITAL LLC", "shares_held": "129401", "shares_changed": "20530", "shares_changed_percentage": "18.86%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LIDO ADVISORS", "shares_held": "128125", "shares_changed": "26223", "shares_changed_percentage": "25.73%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LGT GROUP FOUNDATION", "shares_held": "127937", "shares_changed": "13445", "shares_changed_percentage": "11.74%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST HORIZON CORP", "shares_held": "125718", "shares_changed": "102", "shares_changed_percentage": "0.08%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OSLO PENSJONSFORSIKRING AS", "shares_held": "125014", "shares_changed": "-468", "shares_changed_percentage": "-0.37%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PHILADELPHIA TRUST CO", "shares_held": "124508", "shares_changed": "-3342", "shares_changed_percentage": "-2.61%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAPWEALTH ADVISORS", "shares_held": "124362", "shares_changed": "2649", "shares_changed_percentage": "2.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "YOUSIF CAPITAL MANAGEMENT", "shares_held": "124172", "shares_changed": "-7011", "shares_changed_percentage": "-5.34%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PEAPACK GLADSTONE FINANCIAL CORP", "shares_held": "123623", "shares_changed": "247", "shares_changed_percentage": "0.20%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ANDRA AP-FONDEN", "shares_held": "122900", "shares_changed": "23800", "shares_changed_percentage": "24.02%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "CONNING INC.", "shares_held": "122420", "shares_changed": "-21718", "shares_changed_percentage": "-15.07%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RAILWAY PENSION INVESTMENTS LTD", "shares_held": "121580", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "GLENMEDE INVESTMENT MANAGEMENT", "shares_held": "120011", "shares_changed": "-14055", "shares_changed_percentage": "-10.48%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "CROSSMARK GLOBAL HOLDINGS", "shares_held": "119101", "shares_changed": "-11961", "shares_changed_percentage": "-9.13%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STATE OF ALASKA", "shares_held": "118932", "shares_changed": "-4250", "shares_changed_percentage": "-3.45%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BLUESPRING WEALTH MANAGEMENT", "shares_held": "118918", "shares_changed": "115390", "shares_changed_percentage": "3270.69%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO", "shares_held": "117998", "shares_changed": "-1384", "shares_changed_percentage": "-1.16%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CURI CAPITAL", "shares_held": "116681", "shares_changed": "1817", "shares_changed_percentage": "1.58%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "APOLLON WEALTH MANAGEMENT", "shares_held": "115960", "shares_changed": "2473", "shares_changed_percentage": "2.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OREGON PUBLIC EMPLOYEES RETIREMENT FUND", "shares_held": "115552", "shares_changed": "8558", "shares_changed_percentage": "8.00%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FUKOKU MUTUAL LIFE INSURANCE CO", "shares_held": "114682", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MAI CAPITAL MANAGEMENT", "shares_held": "113698", "shares_changed": "26547", "shares_changed_percentage": "30.46%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ARGENT TRUST CO", "shares_held": "113366", "shares_changed": "798", "shares_changed_percentage": "0.71%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CALAMOS ADVISORS LLC", "shares_held": "113224", "shares_changed": "-10342", "shares_changed_percentage": "-8.37%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CONCURRENT INVESTMENT ADVISORS", "shares_held": "112698", "shares_changed": "32284", "shares_changed_percentage": "40.15%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VAN HULZEN ASSET MANAGEMENT", "shares_held": "112688", "shares_changed": "-2594", "shares_changed_percentage": "-2.25%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EDMOND DE ROTHSCHILD HOLDING S.A.", "shares_held": "112661", "shares_changed": "16896", "shares_changed_percentage": "17.64%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CAPITOLIS LIQUID GLOBAL MARKETS LLC", "shares_held": "112500", "shares_changed": "-120000", "shares_changed_percentage": "-51.61%", "change_type": "decreased", "last_reported": "2025-12-31" }, { "holder_name": "NATIXIS", "shares_held": "110831", "shares_changed": "21908", "shares_changed_percentage": "24.64%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BENJAMIN EDWARDS INC", "shares_held": "110766", "shares_changed": "31736", "shares_changed_percentage": "40.16%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GLENMEDE TRUST CO NA", "shares_held": "110142", "shares_changed": "-8009", "shares_changed_percentage": "-6.78%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ILMARINEN MUTUAL PENSION INSURANCE CO", "shares_held": "109736", "shares_changed": "15297", "shares_changed_percentage": "16.20%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MEITAV INVESTMENT HOUSE LTD", "shares_held": "109638", "shares_changed": "109638", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "DAYMARK WEALTH PARTNERS", "shares_held": "109035", "shares_changed": "822", "shares_changed_percentage": "0.76%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KIMELMAN & BAIRD", "shares_held": "108096", "shares_changed": "2431", "shares_changed_percentage": "2.30%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "APPLIED FINANCE CAPITAL MANAGEMENT", "shares_held": "107214", "shares_changed": "-1011", "shares_changed_percentage": "-0.93%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LAZARD ASSET MANAGEMENT LLC", "shares_held": "105841", "shares_changed": "38643", "shares_changed_percentage": "57.51%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OAK GROVE CAPITAL LLC", "shares_held": "104720", "shares_changed": "52020", "shares_changed_percentage": "98.71%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "IMC-CHICAGO", "shares_held": "104713", "shares_changed": "-54166", "shares_changed_percentage": "-34.09%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "OP ASSET MANAGEMENT LTD", "shares_held": "104648", "shares_changed": "-58919", "shares_changed_percentage": "-36.02%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PINEBRIDGE INVESTMENTS", "shares_held": "104527", "shares_changed": "46921", "shares_changed_percentage": "81.45%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "PRUDENTIAL PLC", "shares_held": "103909", "shares_changed": "-18558", "shares_changed_percentage": "-15.15%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SONORA INVESTMENT MANAGEMENT GROUP", "shares_held": "103767", "shares_changed": "-1409", "shares_changed_percentage": "-1.34%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "ARS INVESTMENT PARTNERS", "shares_held": "102737", "shares_changed": "67187", "shares_changed_percentage": "188.99%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HANCOCK WHITNEY CORP", "shares_held": "102725", "shares_changed": "5177", "shares_changed_percentage": "5.31%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WESTWOOD HOLDINGS GROUP INC", "shares_held": "102608", "shares_changed": "-28560", "shares_changed_percentage": "-21.77%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES", "shares_held": "102509", "shares_changed": "-1747", "shares_changed_percentage": "-1.68%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GODSEY & GIBB", "shares_held": "102474", "shares_changed": "-273", "shares_changed_percentage": "-0.27%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HB WEALTH MANAGEMENT", "shares_held": "100600", "shares_changed": "6594", "shares_changed_percentage": "7.01%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LMR PARTNERS LLP", "shares_held": "100481", "shares_changed": "100481", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PARSONS CAPITAL MANAGEMENT INC", "shares_held": "100079", "shares_changed": "-2139", "shares_changed_percentage": "-2.09%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PALISADE ASSET MANAGEMENT", "shares_held": "98850", "shares_changed": "-849", "shares_changed_percentage": "-0.85%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BRIDGEWAY CAPITAL MANAGEMENT", "shares_held": "98219", "shares_changed": "-2623", "shares_changed_percentage": "-2.60%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COMMUNITY BANK", "shares_held": "97430", "shares_changed": "1360", "shares_changed_percentage": "1.42%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STEIGERWALD", "shares_held": "97405", "shares_changed": "-57", "shares_changed_percentage": "-0.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC", "shares_held": "96680", "shares_changed": "-2560", "shares_changed_percentage": "-2.58%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FOUNDATIONS INVESTMENT ADVISORS", "shares_held": "94933", "shares_changed": "17226", "shares_changed_percentage": "22.17%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ASSENAGON ASSET MANAGEMENT S.A.", "shares_held": "93377", "shares_changed": "-119044", "shares_changed_percentage": "-56.04%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "OPPENHEIMER & CO INC", "shares_held": "93019", "shares_changed": "15547", "shares_changed_percentage": "20.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BRADLEY FOSTER & SARGENT INC", "shares_held": "92224", "shares_changed": "875", "shares_changed_percentage": "0.96%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PBU - THE PENSION FUND OF EARLY CHILDHOOD & YOUTH EDUCATORS", "shares_held": "91100", "shares_changed": "-130444", "shares_changed_percentage": "-58.88%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VIDENT ADVISORY", "shares_held": "91034", "shares_changed": "2525", "shares_changed_percentage": "2.85%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INTEGRATED WEALTH CONCEPTS LLC", "shares_held": "90463", "shares_changed": "22031", "shares_changed_percentage": "32.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CULLINAN ASSOCIATES INC", "shares_held": "90150", "shares_changed": "-6495", "shares_changed_percentage": "-6.72%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CSM ADVISORS", "shares_held": "89165", "shares_changed": "-17659", "shares_changed_percentage": "-16.53%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CANDRIAM S.C.A.", "shares_held": "88387", "shares_changed": "-6944", "shares_changed_percentage": "-7.28%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT", "shares_held": "87332", "shares_changed": "-32", "shares_changed_percentage": "-0.04%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KESTRA PRIVATE WEALTH SERVICES", "shares_held": "86898", "shares_changed": "984", "shares_changed_percentage": "1.15%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FEDERATION DES CAISSES DESJARDINS DU QUEBEC", "shares_held": "86606", "shares_changed": "8775", "shares_changed_percentage": "11.27%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "IEQ CAPITAL", "shares_held": "86572", "shares_changed": "75300", "shares_changed_percentage": "668.03%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SBI SECURITIES CO.", "shares_held": "84151", "shares_changed": "-3986", "shares_changed_percentage": "-4.52%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EQUITABLE HOLDINGS", "shares_held": "83681", "shares_changed": "-4416", "shares_changed_percentage": "-5.01%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STRATEGIC WEALTH PARTNERS", "shares_held": "83442", "shares_changed": "9682", "shares_changed_percentage": "13.13%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INSIGNEO ADVISORY SERVICES", "shares_held": "82135", "shares_changed": "74037", "shares_changed_percentage": "914.26%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WILMINGTON SAVINGS FUND SOCIETY", "shares_held": "81886", "shares_changed": "-1336", "shares_changed_percentage": "-1.60%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BALDWIN WEALTH PARTNERS LLC", "shares_held": "81560", "shares_changed": "-890", "shares_changed_percentage": "-1.08%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SYNOVUS FINANCIAL CORP", "shares_held": "81416", "shares_changed": "1720", "shares_changed_percentage": "2.16%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "METIS GLOBAL PARTNERS", "shares_held": "81234", "shares_changed": "16991", "shares_changed_percentage": "26.45%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OMERS ADMINISTRATION CORP", "shares_held": "79635", "shares_changed": "16274", "shares_changed_percentage": "25.68%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SCOTIA CAPITAL INC.", "shares_held": "79159", "shares_changed": "-760", "shares_changed_percentage": "-0.95%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KEPLER CHEUVREUX", "shares_held": "77888", "shares_changed": "11890", "shares_changed_percentage": "18.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GHP INVESTMENT ADVISORS", "shares_held": "77837", "shares_changed": "-784", "shares_changed_percentage": "-1.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TRUWEALTH ADVISORS", "shares_held": "77734", "shares_changed": "-33138", "shares_changed_percentage": "-29.89%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "ING GROEP NV", "shares_held": "77216", "shares_changed": "-579541", "shares_changed_percentage": "-88.24%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GENERALI ASSET MANAGEMENT SPA SGR", "shares_held": "77193", "shares_changed": "-8053", "shares_changed_percentage": "-9.45%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ELO MUTUAL PENSION INSURANCE CO", "shares_held": "76988", "shares_changed": "-27079", "shares_changed_percentage": "-26.02%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "B. METZLER SEEL. SOHN & CO. AG", "shares_held": "76960", "shares_changed": "14433", "shares_changed_percentage": "23.08%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DAIICHI LIFE INSURANCE CO.", "shares_held": "76573", "shares_changed": "-15435", "shares_changed_percentage": "-16.78%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WILKINS INVESTMENT COUNSEL INC", "shares_held": "76408", "shares_changed": "-365", "shares_changed_percentage": "-0.47%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "THOMPSON SIEGEL & WALMSLEY LLC", "shares_held": "76012", "shares_changed": "2008", "shares_changed_percentage": "2.71%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BOGART WEALTH", "shares_held": "75695", "shares_changed": "3793", "shares_changed_percentage": "5.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WESBANCO BANK INC", "shares_held": "75623", "shares_changed": "-1598", "shares_changed_percentage": "-2.07%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RICHARD C. YOUNG & CO.", "shares_held": "75577", "shares_changed": "1631", "shares_changed_percentage": "2.21%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PAYDEN & RYGEL", "shares_held": "75500", "shares_changed": "-14600", "shares_changed_percentage": "-16.20%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MOORS & CABOT", "shares_held": "75235", "shares_changed": "-1615", "shares_changed_percentage": "-2.10%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD", "shares_held": "74625", "shares_changed": "74625", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ADELL HARRIMAN & CARPENTER INC", "shares_held": "73938", "shares_changed": "3132", "shares_changed_percentage": "4.42%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ASSETMARK", "shares_held": "73846", "shares_changed": "9388", "shares_changed_percentage": "14.56%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BAR HARBOR WEALTH MANAGEMENT", "shares_held": "73587", "shares_changed": "-765", "shares_changed_percentage": "-1.03%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MIZUHO SECURITIES USA LLC", "shares_held": "73582", "shares_changed": "17073", "shares_changed_percentage": "30.21%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SHUFRO ROSE & CO LLC", "shares_held": "73358", "shares_changed": "-516", "shares_changed_percentage": "-0.70%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GULF INTERNATIONAL BANK", "shares_held": "73345", "shares_changed": "1051", "shares_changed_percentage": "1.45%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NORTHCREST ASSET MANANGEMENT", "shares_held": "73319", "shares_changed": "3239", "shares_changed_percentage": "4.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ADVISORY SERVICES NETWORK", "shares_held": "72605", "shares_changed": "130", "shares_changed_percentage": "0.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BANQUE PICTET & CIE SA", "shares_held": "72586", "shares_changed": "3103", "shares_changed_percentage": "4.47%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NEVILLE RODIE & SHAW INC", "shares_held": "72047", "shares_changed": "-4113", "shares_changed_percentage": "-5.40%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GENERATE INVESTMENT MANAGEMENT LTD", "shares_held": "71994", "shares_changed": "-2663", "shares_changed_percentage": "-3.57%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BRAGG CAPITAL TRUST", "shares_held": "71940", "shares_changed": "2487", "shares_changed_percentage": "3.58%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HM PAYSON & CO", "shares_held": "71870", "shares_changed": "-2378", "shares_changed_percentage": "-3.20%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIDUCIARY TRUST CO", "shares_held": "71580", "shares_changed": "2331", "shares_changed_percentage": "3.37%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STEPHENS INC", "shares_held": "71136", "shares_changed": "4079", "shares_changed_percentage": "6.08%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KANAWHA CAPITAL MANAGEMENT LLC", "shares_held": "70167", "shares_changed": "3539", "shares_changed_percentage": "5.31%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ASR VERMOGENSBEHEER N.V.", "shares_held": "69844", "shares_changed": "-50984", "shares_changed_percentage": "-42.20%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "APTUS CAPITAL ADVISORS", "shares_held": "69701", "shares_changed": "1674", "shares_changed_percentage": "2.46%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WELCH & FORBES LLC", "shares_held": "69666", "shares_changed": "16221", "shares_changed_percentage": "30.35%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VERITY & VERITY", "shares_held": "69451", "shares_changed": "2045", "shares_changed_percentage": "3.03%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COMPAGNIE LOMBARD ODIER SCMA", "shares_held": "69450", "shares_changed": "-761", "shares_changed_percentage": "-1.08%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "UNION BANCAIRE PRIVEE", "shares_held": "69416", "shares_changed": "51164", "shares_changed_percentage": "280.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC", "shares_held": "69295", "shares_changed": "-1460", "shares_changed_percentage": "-2.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BAKER AVENUE ASSET MANAGEMENT", "shares_held": "69207", "shares_changed": "4931", "shares_changed_percentage": "7.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DANICA PENSION", "shares_held": "68802", "shares_changed": "4110", "shares_changed_percentage": "6.35%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FOSTER VICTOR WEALTH ADVISORS", "shares_held": "68695", "shares_changed": "3871", "shares_changed_percentage": "5.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INVESTMENT MANAGEMENT CORP OF ONTARIO", "shares_held": "68421", "shares_changed": "-23622", "shares_changed_percentage": "-25.66%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WEDBUSH SECURITIES INC", "shares_held": "68245", "shares_changed": "289", "shares_changed_percentage": "0.42%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JANNEY CAPITAL MANAGEMENT LLC", "shares_held": "68116", "shares_changed": "-1383", "shares_changed_percentage": "-1.99%", "change_type": "decreased", "last_reported": "2025-12-31" }, { "holder_name": "NFJ INVESTMENT GROUP", "shares_held": "67315", "shares_changed": "67315", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "AVANZA FONDER AB", "shares_held": "67206", "shares_changed": "7427", "shares_changed_percentage": "12.42%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ESTABROOK CAPITAL MANAGEMENT", "shares_held": "66619", "shares_changed": "-290", "shares_changed_percentage": "-0.43%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VESTCOR INC", "shares_held": "66056", "shares_changed": "-5737", "shares_changed_percentage": "-7.99%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SAUDI CENTRAL BANK", "shares_held": "65662", "shares_changed": "31160", "shares_changed_percentage": "90.31%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "UNITED CAPITAL MANAGEMENT OF KS", "shares_held": "65480", "shares_changed": "2535", "shares_changed_percentage": "4.03%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SOUND INCOME STRATEGIES", "shares_held": "65388", "shares_changed": "105", "shares_changed_percentage": "0.16%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FISHER FUNDS MANAGEMENT LTD", "shares_held": "65349", "shares_changed": "-3786", "shares_changed_percentage": "-5.48%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ALLSTATE CORP", "shares_held": "64826", "shares_changed": "2715", "shares_changed_percentage": "4.37%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JACOBS & CO", "shares_held": "64514", "shares_changed": "299", "shares_changed_percentage": "0.47%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VISE TECHNOLOGIES", "shares_held": "64406", "shares_changed": "23285", "shares_changed_percentage": "56.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FARTHER FINANCE ADVISORS", "shares_held": "64251", "shares_changed": "10855", "shares_changed_percentage": "20.33%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CAPITAL INVESTMENT ADVISORS", "shares_held": "63364", "shares_changed": "589", "shares_changed_percentage": "0.94%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ILLINOIS MUNICIPAL RETIREMENT FUND", "shares_held": "63221", "shares_changed": "-15498", "shares_changed_percentage": "-19.69%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LOGAN CAPITAL MANAGEMENT INC", "shares_held": "63209", "shares_changed": "-542", "shares_changed_percentage": "-0.85%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAPULA MANAGEMENT LTD", "shares_held": "63036", "shares_changed": "62388", "shares_changed_percentage": "9627.78%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CANAL INSURANCE CO", "shares_held": "63000", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "NORINCHUKIN BANK", "shares_held": "62938", "shares_changed": "-1795", "shares_changed_percentage": "-2.77%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LAIRD NORTON WETHERBY TRUST COMPANY", "shares_held": "62891", "shares_changed": "393", "shares_changed_percentage": "0.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ABN AMRO INVESTMENT SOLUTIONS", "shares_held": "62692", "shares_changed": "13029", "shares_changed_percentage": "26.23%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TECTONIC ADVISORS LLC", "shares_held": "62345", "shares_changed": "4031", "shares_changed_percentage": "6.91%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRANSCEND CAPITAL ADVISORS", "shares_held": "62115", "shares_changed": "3579", "shares_changed_percentage": "6.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CONGRESS ASSET MANAGEMENT CO", "shares_held": "61981", "shares_changed": "-369", "shares_changed_percentage": "-0.59%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ADAMS DIVERSIFIED EQUITY FUND", "shares_held": "61900", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "UNITED CAPITAL FINANCIAL ADVISORS", "shares_held": "61140", "shares_changed": "6017", "shares_changed_percentage": "10.92%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BROWN BROTHERS HARRIMAN & CO", "shares_held": "60922", "shares_changed": "7013", "shares_changed_percentage": "13.01%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WATERS PARKERSON & CO.", "shares_held": "60767", "shares_changed": "1", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BEESE FULMER INVESTMENT MANAGEMENT", "shares_held": "60760", "shares_changed": "2646", "shares_changed_percentage": "4.55%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STRATOS WEALTH PARTNERS", "shares_held": "60564", "shares_changed": "582", "shares_changed_percentage": "0.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EVERCORE WEALTH MANAGEMENT", "shares_held": "60517", "shares_changed": "-2284", "shares_changed_percentage": "-3.64%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LEVIN CAPITAL STRATEGIES", "shares_held": "60416", "shares_changed": "32158", "shares_changed_percentage": "113.80%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EMPIRICAL FINANCIAL SERVICES", "shares_held": "60158", "shares_changed": "3106", "shares_changed_percentage": "5.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INDEPENDENT ADVISOR ALLIANCE", "shares_held": "59333", "shares_changed": "1885", "shares_changed_percentage": "3.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PRINCIPLE WEALTH PARTNERS LLC", "shares_held": "58883", "shares_changed": "-262", "shares_changed_percentage": "-0.44%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KENTUCKY RETIREMENT SYSTEMS", "shares_held": "58738", "shares_changed": "-25533", "shares_changed_percentage": "-30.30%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BRYN MAWR TRUST ADVISORS", "shares_held": "58494", "shares_changed": "2637", "shares_changed_percentage": "4.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MIDWEST TRUST CO", "shares_held": "58173", "shares_changed": "-1445", "shares_changed_percentage": "-2.42%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GREENWICH WEALTH MANAGEMENT LLC", "shares_held": "57865", "shares_changed": "-233", "shares_changed_percentage": "-0.40%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RADNOR CAPITAL MANAGEMENT", "shares_held": "57701", "shares_changed": "-200", "shares_changed_percentage": "-0.34%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GREENWOOD CAPITAL ASSOCIATES LLC", "shares_held": "57594", "shares_changed": "9104", "shares_changed_percentage": "18.77%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BIONDO INVESTMENT ADVISORS", "shares_held": "57466", "shares_changed": "-165", "shares_changed_percentage": "-0.29%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SIMPLEX TRADING", "shares_held": "57427", "shares_changed": "57427", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ATRIA INVESTMENTS", "shares_held": "56830", "shares_changed": "-9541", "shares_changed_percentage": "-14.38%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EP WEALTH ADVISORS", "shares_held": "55800", "shares_changed": "4418", "shares_changed_percentage": "8.60%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SAVANT CAPITAL", "shares_held": "55790", "shares_changed": "7735", "shares_changed_percentage": "16.10%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MERIT FINANCIAL GROUP", "shares_held": "55170", "shares_changed": "3416", "shares_changed_percentage": "6.60%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OLD NATIONAL BANCORP", "shares_held": "55114", "shares_changed": "-9477", "shares_changed_percentage": "-14.67%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CHANNING CAPITAL MANAGEMENT", "shares_held": "55045", "shares_changed": "-154", "shares_changed_percentage": "-0.28%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BALYASNY ASSET MANAGEMENT L.P.", "shares_held": "55009", "shares_changed": "28785", "shares_changed_percentage": "109.77%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AMERICAN ASSETS INVESTMENT MANAGEMENT", "shares_held": "55000", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "WEALTHSPIRE ADVISORS", "shares_held": "55000", "shares_changed": "14584", "shares_changed_percentage": "36.09%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MERIDIAN WEALTH MANAGEMENT", "shares_held": "54546", "shares_changed": "761", "shares_changed_percentage": "1.42%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CYNOSURE GROUP", "shares_held": "54382", "shares_changed": "4389", "shares_changed_percentage": "8.78%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SMITH SALLEY WEALTH MANAGEMENT", "shares_held": "54255", "shares_changed": "29829", "shares_changed_percentage": "122.12%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FLPUTNAM INVESTMENT MANAGEMENT CO", "shares_held": "54184", "shares_changed": "-934", "shares_changed_percentage": "-1.70%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WORLD INVESTMENT ADVISORS", "shares_held": "53820", "shares_changed": "-5327", "shares_changed_percentage": "-9.01%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SUMMIT FINANCIAL", "shares_held": "53805", "shares_changed": "7568", "shares_changed_percentage": "16.37%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LESTER MURRAY ANTMAN DBA SIMPLYRICH", "shares_held": "53741", "shares_changed": "48825", "shares_changed_percentage": "993.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SARGENT INVESTMENT GROUP", "shares_held": "53572", "shares_changed": "-653", "shares_changed_percentage": "-1.20%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ALLIANZ SE", "shares_held": "53239", "shares_changed": "8334", "shares_changed_percentage": "18.56%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BELL BANK", "shares_held": "52824", "shares_changed": "2550", "shares_changed_percentage": "5.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DIVERSIFY ADVISORY SERVICES", "shares_held": "52800", "shares_changed": "50610", "shares_changed_percentage": "2310.96%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DIVERSIFY WEALTH MANAGEMENT", "shares_held": "52800", "shares_changed": "12992", "shares_changed_percentage": "32.64%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BANQUE CANTONALE VAUDOISE", "shares_held": "52779", "shares_changed": "-15441", "shares_changed_percentage": "-22.63%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RWA WEALTH PARTNERS", "shares_held": "52745", "shares_changed": "-17963", "shares_changed_percentage": "-25.40%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "AVITY INVESTMENT MANAGEMENT INC.", "shares_held": "52271", "shares_changed": "5017", "shares_changed_percentage": "10.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AXXCESS WEALTH MANAGEMENT", "shares_held": "52210", "shares_changed": "7902", "shares_changed_percentage": "17.83%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LOMBARD ODIER ASSET MANAGEMENT", "shares_held": "52028", "shares_changed": "4820", "shares_changed_percentage": "10.21%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HARTFORD INVESTMENT MANAGEMENT CO", "shares_held": "51951", "shares_changed": "-1321", "shares_changed_percentage": "-2.48%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ORIBEL CAPITAL MANAGEMENT", "shares_held": "51600", "shares_changed": "51600", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PACER ADVISORS", "shares_held": "51385", "shares_changed": "-25697", "shares_changed_percentage": "-33.34%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "BOKF", "shares_held": "51261", "shares_changed": "-21077", "shares_changed_percentage": "-29.14%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GRADIENT INVESTMENTS LLC", "shares_held": "51157", "shares_changed": "3052", "shares_changed_percentage": "6.34%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KNIGHTS OF COLUMBUS ASSET ADVISORS LLC", "shares_held": "50929", "shares_changed": "-519", "shares_changed_percentage": "-1.01%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SHELTON CAPITAL MANAGEMENT", "shares_held": "50822", "shares_changed": "-86", "shares_changed_percentage": "-0.17%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MARYLAND STATE RETIREMENT & PENSION SYSTEM", "shares_held": "50760", "shares_changed": "4115", "shares_changed_percentage": "8.82%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ATALANTA SOSNOFF CAPITAL", "shares_held": "50544", "shares_changed": "-24253", "shares_changed_percentage": "-32.42%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NBT BANK", "shares_held": "50376", "shares_changed": "-3728", "shares_changed_percentage": "-6.89%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FRANKLIN STREET ADVISORS INC", "shares_held": "50293", "shares_changed": "12540", "shares_changed_percentage": "33.22%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "J.W. COLE ADVISORS", "shares_held": "50284", "shares_changed": "50284", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "NEWSQUARE CAPITAL LLC", "shares_held": "50136", "shares_changed": "2818", "shares_changed_percentage": "5.96%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TUDOR INVESTMENT CORP ET AL", "shares_held": "50001", "shares_changed": "50001", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "VIKING FUND MANAGEMENT LLC", "shares_held": "50000", "shares_changed": "23000", "shares_changed_percentage": "85.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GOODMAN FINANCIAL CORP", "shares_held": "49652", "shares_changed": "2118", "shares_changed_percentage": "4.46%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BADGLEY PHELPS WEALTH MANAGERS", "shares_held": "49384", "shares_changed": "1529", "shares_changed_percentage": "3.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BLEAKLEY FINANCIAL GROUP", "shares_held": "48879", "shares_changed": "8077", "shares_changed_percentage": "19.80%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PFG INVESTMENTS", "shares_held": "48519", "shares_changed": "5657", "shares_changed_percentage": "13.20%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "REGIONS FINANCIAL CORP", "shares_held": "48087", "shares_changed": "-10", "shares_changed_percentage": "-0.02%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SKBA CAPITAL MANAGEMENT LLC", "shares_held": "48078", "shares_changed": "-7100", "shares_changed_percentage": "-12.87%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM", "shares_held": "48000", "shares_changed": "400", "shares_changed_percentage": "0.84%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COHEN CAPITAL MANAGEMENT", "shares_held": "47819", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CHOREO", "shares_held": "47599", "shares_changed": "555", "shares_changed_percentage": "1.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CRAWFORD INVESTMENT COUNSEL INC", "shares_held": "47436", "shares_changed": "-190", "shares_changed_percentage": "-0.40%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GUYASUTA INVESTMENT ADVISORS INC", "shares_held": "47200", "shares_changed": "1052", "shares_changed_percentage": "2.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EMERALD INVESTMENT ADVISERS", "shares_held": "47187", "shares_changed": "8815", "shares_changed_percentage": "22.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COLDSTREAM CAPITAL MANAGEMENT INC", "shares_held": "46912", "shares_changed": "-3294", "shares_changed_percentage": "-6.56%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HARTLINE INVESTMENT CORP", "shares_held": "46514", "shares_changed": "44971", "shares_changed_percentage": "2914.52%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NEW MEXICO EDUCATIONAL RETIREMENT BOARD", "shares_held": "46447", "shares_changed": "3300", "shares_changed_percentage": "7.65%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CORNERSTONE WEALTH MANAGEMENT", "shares_held": "46058", "shares_changed": "2584", "shares_changed_percentage": "5.94%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DODGE & COX", "shares_held": "45995", "shares_changed": "-592", "shares_changed_percentage": "-1.27%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CLEARSTEAD ADVISORS", "shares_held": "45993", "shares_changed": "-4298", "shares_changed_percentage": "-8.55%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "OPPENHEIMER ASSET MANAGEMENT INC.", "shares_held": "45970", "shares_changed": "-39160", "shares_changed_percentage": "-46.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST FINANCIAL BANK - TRUST DIVISION", "shares_held": "45865", "shares_changed": "914", "shares_changed_percentage": "2.03%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BEDDOW CAPITAL MANAGEMENT INC", "shares_held": "45790", "shares_changed": "-4178", "shares_changed_percentage": "-8.36%", "change_type": "decreased", "last_reported": "2025-12-31" }, { "holder_name": "ELEVATION POINT WEALTH PARTNERS", "shares_held": "45648", "shares_changed": "4351", "shares_changed_percentage": "10.54%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LYNCH & ASSOCIATES", "shares_held": "45647", "shares_changed": "-528", "shares_changed_percentage": "-1.14%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KING LUTHER CAPITAL MANAGEMENT CORP", "shares_held": "45120", "shares_changed": "15429", "shares_changed_percentage": "51.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HERITAGE INVESTORS MANAGEMENT CORP", "shares_held": "44944", "shares_changed": "-3362", "shares_changed_percentage": "-6.96%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SQUAREPOINT OPS LLC", "shares_held": "44695", "shares_changed": "-174552", "shares_changed_percentage": "-79.61%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CARDINAL CAPITAL MANAGEMENT", "shares_held": "44694", "shares_changed": "-4", "shares_changed_percentage": "-0.01%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ROYAL FUND MANAGEMENT", "shares_held": "44510", "shares_changed": "1116", "shares_changed_percentage": "2.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EXCHANGE TRADED CONCEPTS", "shares_held": "44338", "shares_changed": "6184", "shares_changed_percentage": "16.21%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JOHN G ULLMAN & ASSOCIATES INC", "shares_held": "44270", "shares_changed": "-250", "shares_changed_percentage": "-0.56%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PROSPERA FINANCIAL SERVICES INC", "shares_held": "44175", "shares_changed": "-5070", "shares_changed_percentage": "-10.29%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DEARBORN PARTNERS LLC", "shares_held": "43983", "shares_changed": "-1584", "shares_changed_percentage": "-3.48%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LOCKHEED MARTIN INVESTMENT MANAGEMENT CO", "shares_held": "43720", "shares_changed": "-4380", "shares_changed_percentage": "-9.11%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "IFP ADVISORS", "shares_held": "43273", "shares_changed": "10130", "shares_changed_percentage": "30.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WINSLOW ASSET MANAGEMENT INC", "shares_held": "43240", "shares_changed": "-160", "shares_changed_percentage": "-0.37%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ALERUS FINANCIAL NA", "shares_held": "43153", "shares_changed": "-21", "shares_changed_percentage": "-0.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TRUST CO OF VERMONT", "shares_held": "43069", "shares_changed": "2110", "shares_changed_percentage": "5.15%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "UMB BANK", "shares_held": "42506", "shares_changed": "-1079", "shares_changed_percentage": "-2.48%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CUTLER INVESTMENT COUNSEL LLC", "shares_held": "42402", "shares_changed": "5", "shares_changed_percentage": "0.01%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COMPOUND PLANNING", "shares_held": "42292", "shares_changed": "8054", "shares_changed_percentage": "23.52%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CANTOR FITZGERALD INVESTMENT ADVISORS L.P.", "shares_held": "41840", "shares_changed": "31244", "shares_changed_percentage": "294.87%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ARS WEALTH ADVISORS GROUP", "shares_held": "41468", "shares_changed": "1121", "shares_changed_percentage": "2.78%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SIGMA PLANNING CORP", "shares_held": "41417", "shares_changed": "-1260", "shares_changed_percentage": "-2.95%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ONEDIGITAL INVESTMENT ADVISORS LLC", "shares_held": "41306", "shares_changed": "4114", "shares_changed_percentage": "11.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AG2R LA MONDIALE GESTION D'ACTIFS", "shares_held": "41190", "shares_changed": "3453", "shares_changed_percentage": "9.15%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTHTRUST AXIOM LLC", "shares_held": "41110", "shares_changed": "-366", "shares_changed_percentage": "-0.88%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GENERALI INVESTMENTS CEE", "shares_held": "40612", "shares_changed": "3695", "shares_changed_percentage": "10.01%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NLB SKLADI", "shares_held": "40518", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BOWEN HANES & CO INC", "shares_held": "40455", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BOSTON PARTNERS", "shares_held": "40330", "shares_changed": "9336", "shares_changed_percentage": "30.12%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VINVA INVESTMENT MANAGEMENT LTD", "shares_held": "39964", "shares_changed": "26773", "shares_changed_percentage": "202.96%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIDELITY D & D BANCORP INC", "shares_held": "39922", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "GOTHAM ASSET MANAGEMENT", "shares_held": "39769", "shares_changed": "6717", "shares_changed_percentage": "20.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VAN DEN BERG MANAGEMENT I", "shares_held": "39723", "shares_changed": "2781", "shares_changed_percentage": "7.53%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRUSTMARK BANK TRUST DEPARTMENT", "shares_held": "39684", "shares_changed": "-11614", "shares_changed_percentage": "-22.64%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ARKADIOS WEALTH ADVISORS", "shares_held": "39435", "shares_changed": "-9818", "shares_changed_percentage": "-19.93%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LAFLEUR & GODFREY LLC", "shares_held": "39414", "shares_changed": "2770", "shares_changed_percentage": "7.56%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FORBES J M & CO LLP", "shares_held": "39376", "shares_changed": "-227", "shares_changed_percentage": "-0.57%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RATHBONES GROUP PLC", "shares_held": "39284", "shares_changed": "2644", "shares_changed_percentage": "7.22%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CONVERGENCE INVESTMENT PARTNERS", "shares_held": "39218", "shares_changed": "12272", "shares_changed_percentage": "45.54%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SOWELL FINANCIAL SERVICES LLC", "shares_held": "39076", "shares_changed": "1639", "shares_changed_percentage": "4.38%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CARDINAL POINT CAPITAL MANAGEMENT ULC", "shares_held": "39033", "shares_changed": "1729", "shares_changed_percentage": "4.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WALLEYE TRADING LLC", "shares_held": "38855", "shares_changed": "38855", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SFE INVESTMENT COUNSEL", "shares_held": "38650", "shares_changed": "3957", "shares_changed_percentage": "11.41%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SHELTER MUTUAL INSURANCE CO", "shares_held": "38491", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FIDEURAM ASSET MANAGEMENT", "shares_held": "38425", "shares_changed": "29015", "shares_changed_percentage": "308.34%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CORECAP ADVISORS", "shares_held": "38392", "shares_changed": "7490", "shares_changed_percentage": "24.24%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MAYFLOWER FINANCIAL ADVISORS", "shares_held": "37939", "shares_changed": "31632", "shares_changed_percentage": "501.54%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ANDERSON HOAGLAND & CO", "shares_held": "37935", "shares_changed": "384", "shares_changed_percentage": "1.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CHERRY CREEK INVESTMENT ADVISORS", "shares_held": "37918", "shares_changed": "419", "shares_changed_percentage": "1.12%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WHITTIER TRUST CO", "shares_held": "37918", "shares_changed": "1607", "shares_changed_percentage": "4.43%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PORTLAND GLOBAL ADVISORS LLC", "shares_held": "37872", "shares_changed": "885", "shares_changed_percentage": "2.39%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KINGSVIEW WEALTH MANAGEMENT", "shares_held": "37490", "shares_changed": "1722", "shares_changed_percentage": "4.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MAN GROUP PLC", "shares_held": "37371", "shares_changed": "-125304", "shares_changed_percentage": "-77.03%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MONTGOMERY INVESTMENT MANAGEMENT INC", "shares_held": "37302", "shares_changed": "-200", "shares_changed_percentage": "-0.53%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST NATIONAL TRUST CO", "shares_held": "37249", "shares_changed": "-7424", "shares_changed_percentage": "-16.62%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COMMUNITY BANK & TRUST", "shares_held": "37218", "shares_changed": "-58", "shares_changed_percentage": "-0.16%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FORVIS MAZARS WEALTH ADVISORS", "shares_held": "37199", "shares_changed": "-395", "shares_changed_percentage": "-1.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "JOHNSON INVESTMENT COUNSEL INC", "shares_held": "37084", "shares_changed": "-3703", "shares_changed_percentage": "-9.08%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MUTUAL ADVISORS", "shares_held": "37074", "shares_changed": "1528", "shares_changed_percentage": "4.30%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MUFG SECURITIES EMEA PLC", "shares_held": "36788", "shares_changed": "-1532", "shares_changed_percentage": "-4.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PEAK6 LLC", "shares_held": "36632", "shares_changed": "36629", "shares_changed_percentage": "1220966.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SIT INVESTMENT ASSOCIATES INC", "shares_held": "36606", "shares_changed": "4690", "shares_changed_percentage": "14.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PRIME CAPITAL INVESTMENT ADVISORS", "shares_held": "36563", "shares_changed": "-3280", "shares_changed_percentage": "-8.23%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HORIZON INVESTMENTS", "shares_held": "36533", "shares_changed": "-8508", "shares_changed_percentage": "-18.89%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "AVANTAX PLANNING PARTNERS", "shares_held": "36526", "shares_changed": "-61", "shares_changed_percentage": "-0.17%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ADVOCATE GROUP LLC", "shares_held": "36351", "shares_changed": "-1576", "shares_changed_percentage": "-4.16%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SHILANSKI & ASSOCIATES", "shares_held": "36293", "shares_changed": "8065", "shares_changed_percentage": "28.57%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "BEACON HARBOR WEALTH ADVISORS", "shares_held": "35836", "shares_changed": "34011", "shares_changed_percentage": "1863.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TWO SIGMA INVESTMENTS", "shares_held": "35818", "shares_changed": "16037", "shares_changed_percentage": "81.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STRATEGIC WEALTH INVESTMENT GROUP", "shares_held": "35187", "shares_changed": "1276", "shares_changed_percentage": "3.76%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SOUTHSTATE BANK CORP", "shares_held": "35181", "shares_changed": "227", "shares_changed_percentage": "0.65%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MGO ONE SEVEN LLC", "shares_held": "35123", "shares_changed": "6000", "shares_changed_percentage": "20.60%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ESSEX FINANCIAL SERVICES", "shares_held": "35032", "shares_changed": "1369", "shares_changed_percentage": "4.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ENVESTNET PORTFOLIO SOLUTIONS", "shares_held": "34908", "shares_changed": "9883", "shares_changed_percentage": "39.49%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SEAVIEW INVESTMENT MANAGERS LLC", "shares_held": "34761", "shares_changed": "2895", "shares_changed_percentage": "9.09%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SIMON QUICK ADVISORS", "shares_held": "34757", "shares_changed": "11998", "shares_changed_percentage": "52.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GILLSON CAPITAL LP", "shares_held": "34700", "shares_changed": "34700", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "FOCUS ADVISOR SOLUTIONS", "shares_held": "34668", "shares_changed": "-700", "shares_changed_percentage": "-1.98%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TOKIO MARINE ASSET MANAGEMENT CO LTD", "shares_held": "34633", "shares_changed": "915", "shares_changed_percentage": "2.71%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BEDELL FRAZIER INVESTMENT COUNSELLING", "shares_held": "34627", "shares_changed": "413", "shares_changed_percentage": "1.21%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "CRESTWOOD ADVISORS GROUP", "shares_held": "34493", "shares_changed": "455", "shares_changed_percentage": "1.34%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MEDIOLANUM INTERNATIONAL FUNDS LTD", "shares_held": "34296", "shares_changed": "-9115", "shares_changed_percentage": "-21.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STOKES CAPITAL ADVISORS", "shares_held": "34177", "shares_changed": "-268", "shares_changed_percentage": "-0.78%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ROTHSCHILD INVESTMENT LLC", "shares_held": "34166", "shares_changed": "8498", "shares_changed_percentage": "33.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COURIER CAPITAL LLC", "shares_held": "34160", "shares_changed": "-124", "shares_changed_percentage": "-0.36%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RODGERS BROTHERS INC.", "shares_held": "34082", "shares_changed": "2878", "shares_changed_percentage": "9.22%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LATHROP INVESTMENT MANAGEMENT CO", "shares_held": "34076", "shares_changed": "-3454", "shares_changed_percentage": "-9.20%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CHURCHILL FINANCIAL ADVISORS", "shares_held": "33808", "shares_changed": "-2440", "shares_changed_percentage": "-6.73%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PROVIDENCE CAPITAL ADVISORS", "shares_held": "33805", "shares_changed": "32930", "shares_changed_percentage": "3763.43%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ROMANO BROTHERS AND COMPANY", "shares_held": "33685", "shares_changed": "-699", "shares_changed_percentage": "-2.03%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VESTMARK ADVISORY SOLUTIONS", "shares_held": "33522", "shares_changed": "3351", "shares_changed_percentage": "11.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "UNITED SUPER PTY LTD IN ITS CAPACITY AS TRUSTEE FOR THE CONS", "shares_held": "33411", "shares_changed": "-1200", "shares_changed_percentage": "-3.47%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CREATIVEONE WEALTH", "shares_held": "33384", "shares_changed": "-683", "shares_changed_percentage": "-2.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "IQ EQ FUND MANAGEMENT", "shares_held": "33246", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ALPHA OMEGA WEALTH MANAGEMENT LLC", "shares_held": "33209", "shares_changed": "-1018", "shares_changed_percentage": "-2.97%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SCHAPER BENZ & WISE INVESTMENT COUNSEL INC", "shares_held": "33159", "shares_changed": "-32", "shares_changed_percentage": "-0.10%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CLIFFORD SWAN INVESTMENT COUNSEL LLC", "shares_held": "33047", "shares_changed": "21", "shares_changed_percentage": "0.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "IHT WEALTH MANAGEMENT", "shares_held": "32958", "shares_changed": "1573", "shares_changed_percentage": "5.01%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SCS CAPITAL MANAGEMENT LLC", "shares_held": "32909", "shares_changed": "3536", "shares_changed_percentage": "12.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BERGER FINANCIAL GROUP", "shares_held": "32864", "shares_changed": "-2293", "shares_changed_percentage": "-6.52%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "REGAL INVESTMENT ADVISORS LLC", "shares_held": "32809", "shares_changed": "-1772", "shares_changed_percentage": "-5.12%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PARK AVENUE SECURITIES LLC", "shares_held": "32738", "shares_changed": "-733", "shares_changed_percentage": "-2.19%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EASTERN BANK", "shares_held": "32579", "shares_changed": "-20", "shares_changed_percentage": "-0.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GILDER GAGNON HOWE & CO LLC", "shares_held": "32326", "shares_changed": "10500", "shares_changed_percentage": "48.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INDEPENDENT FINANCIAL GROUP", "shares_held": "32302", "shares_changed": "-21535", "shares_changed_percentage": "-40.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "B. RILEY WEALTH ADVISORS", "shares_held": "32127", "shares_changed": "1508", "shares_changed_percentage": "4.92%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LEVEL FOUR ADVISORY SERVICES", "shares_held": "32004", "shares_changed": "157", "shares_changed_percentage": "0.49%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "E FUND MANAGEMENT CO.", "shares_held": "31993", "shares_changed": "186", "shares_changed_percentage": "0.58%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VECTORGLOBAL IAG", "shares_held": "31865", "shares_changed": "31865", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-03-31" }, { "holder_name": "ORION PORFOLIO SOLUTIONS", "shares_held": "31823", "shares_changed": "-1766", "shares_changed_percentage": "-5.26%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HOLDERNESS INVESTMENTS CO", "shares_held": "31634", "shares_changed": "440", "shares_changed_percentage": "1.41%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SNOWDEN CAPITAL ADVISORS LLC", "shares_held": "31617", "shares_changed": "-5242", "shares_changed_percentage": "-14.22%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GLOBAL RETIREMENT PARTNERS", "shares_held": "31616", "shares_changed": "-3350", "shares_changed_percentage": "-9.58%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "AMERITAS INVESTMENT PARTNERS", "shares_held": "31568", "shares_changed": "521", "shares_changed_percentage": "1.68%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EMPIRICAL FINANCE", "shares_held": "31474", "shares_changed": "1054", "shares_changed_percentage": "3.46%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AR ASSET MANAGEMENT INC", "shares_held": "31452", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FOSTER & MOTLEY INC", "shares_held": "31412", "shares_changed": "-823", "shares_changed_percentage": "-2.55%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LAFFER TENGLER INVESTMENTS", "shares_held": "31358", "shares_changed": "7281", "shares_changed_percentage": "30.24%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ARETE WEALTH ADVISORS", "shares_held": "31320", "shares_changed": "166", "shares_changed_percentage": "0.53%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CARNEGIE INVESTMENT COUNSEL", "shares_held": "31313", "shares_changed": "-3527", "shares_changed_percentage": "-10.12%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ADDENDA CAPITAL INC.", "shares_held": "31300", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "COHEN KLINGENSTEIN LLC", "shares_held": "31167", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MARATHON CAPITAL MANAGEMENT", "shares_held": "31148", "shares_changed": "200", "shares_changed_percentage": "0.65%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MISSION WEALTH MANAGEMENT", "shares_held": "31091", "shares_changed": "12991", "shares_changed_percentage": "71.77%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CORNERSTONE WEALTH GROUP", "shares_held": "31044", "shares_changed": "11901", "shares_changed_percentage": "62.17%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SIGNATUREFD", "shares_held": "31013", "shares_changed": "1497", "shares_changed_percentage": "5.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SOUND VIEW WEALTH ADVISORS GROUP", "shares_held": "30915", "shares_changed": "-147", "shares_changed_percentage": "-0.47%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GRANTHAM", "shares_held": "30810", "shares_changed": "22314", "shares_changed_percentage": "262.64%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CANNELL & SPEARS LLC", "shares_held": "30782", "shares_changed": "-317", "shares_changed_percentage": "-1.02%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KWMG", "shares_held": "30762", "shares_changed": "565", "shares_changed_percentage": "1.87%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GQG PARTNERS LLC", "shares_held": "30749", "shares_changed": "30749", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SEARLE & CO.", "shares_held": "30648", "shares_changed": "700", "shares_changed_percentage": "2.34%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VAN STRUM & TOWNE INC.", "shares_held": "30587", "shares_changed": "-219", "shares_changed_percentage": "-0.71%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ORANGE INVESTMENT ADVISORS", "shares_held": "30503", "shares_changed": "1309", "shares_changed_percentage": "4.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BEACON INVESTMENT ADVISORY SERVICES", "shares_held": "30495", "shares_changed": "27561", "shares_changed_percentage": "939.37%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PRIVATE WEALTH ASSET MANAGEMENT", "shares_held": "30458", "shares_changed": "669", "shares_changed_percentage": "2.25%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIFTH THIRD WEALTH ADVISORS LLC", "shares_held": "30407", "shares_changed": "1481", "shares_changed_percentage": "5.12%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY", "shares_held": "30135", "shares_changed": "226", "shares_changed_percentage": "0.76%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SECURITY NATIONAL BANK", "shares_held": "30105", "shares_changed": "6173", "shares_changed_percentage": "25.79%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GOELZER INVESTMENT MANAGEMENT", "shares_held": "30103", "shares_changed": "-228", "shares_changed_percentage": "-0.75%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "INSPIRE TRUST CO", "shares_held": "30000", "shares_changed": "1200", "shares_changed_percentage": "4.17%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SAVVY ADVISORS", "shares_held": "29820", "shares_changed": "3817", "shares_changed_percentage": "14.68%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SIMPLICITY WEALTH", "shares_held": "29704", "shares_changed": "12161", "shares_changed_percentage": "69.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FARMERS NATIONAL BANK", "shares_held": "29621", "shares_changed": "835", "shares_changed_percentage": "2.90%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BONNESS ENTERPRISES INC", "shares_held": "29564", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PARALLEL ADVISORS", "shares_held": "29538", "shares_changed": "-776", "shares_changed_percentage": "-2.56%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CLEARBRIDGE INVESTMENTS", "shares_held": "29497", "shares_changed": "-170", "shares_changed_percentage": "-0.57%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SS&H FINANCIAL ADVISORS", "shares_held": "29465", "shares_changed": "4555", "shares_changed_percentage": "18.29%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CANANDAIGUA NATIONAL BANK & TRUST CO", "shares_held": "29452", "shares_changed": "-198", "shares_changed_percentage": "-0.67%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CARY STREET PARTNERS FINANCIAL LLC", "shares_held": "29451", "shares_changed": "1386", "shares_changed_percentage": "4.94%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CAISSE DES DEPOTS ET CONSIGNATIONS", "shares_held": "29439", "shares_changed": "-9595", "shares_changed_percentage": "-24.58%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MONEY CONCEPTS CAPITAL CORP", "shares_held": "29394", "shares_changed": "6998", "shares_changed_percentage": "31.25%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTHPLAN INVESTMENT MANAGEMENT", "shares_held": "29394", "shares_changed": "8661", "shares_changed_percentage": "41.77%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FINANCIAL & TAX ARCHITECTS", "shares_held": "29366", "shares_changed": "-1111", "shares_changed_percentage": "-3.65%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SUMMIT TRAIL ADVISORS", "shares_held": "29347", "shares_changed": "-487", "shares_changed_percentage": "-1.63%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CANANDAIGUA NATIONAL CORP", "shares_held": "29244", "shares_changed": "-3614", "shares_changed_percentage": "-11.00%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "XML FINANCIAL", "shares_held": "29225", "shares_changed": "-1145", "shares_changed_percentage": "-3.77%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAPITAL INVESTMENT COUNSEL", "shares_held": "29221", "shares_changed": "749", "shares_changed_percentage": "2.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FARMERS TRUST CO", "shares_held": "29199", "shares_changed": "730", "shares_changed_percentage": "2.56%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "CAPITAL FUND MANAGEMENT S.A.", "shares_held": "29048", "shares_changed": "-121769", "shares_changed_percentage": "-80.74%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ASPEN GROVE CAPITAL", "shares_held": "29020", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SAGESPRING WEALTH PARTNERS", "shares_held": "28910", "shares_changed": "-838", "shares_changed_percentage": "-2.82%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MODERN WEALTH MANAGEMENT", "shares_held": "28885", "shares_changed": "5709", "shares_changed_percentage": "24.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRAJAN WEALTH LLC", "shares_held": "28847", "shares_changed": "5853", "shares_changed_percentage": "25.45%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STEELPEAK WEALTH", "shares_held": "28833", "shares_changed": "-5334", "shares_changed_percentage": "-15.61%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GAMMA INVESTING LLC", "shares_held": "28756", "shares_changed": "4048", "shares_changed_percentage": "16.38%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HUDSON EDGE INVESTMENT PARTNERS INC.", "shares_held": "28700", "shares_changed": "419", "shares_changed_percentage": "1.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DAKOTA WEALTH MANAGEMENT", "shares_held": "28576", "shares_changed": "-2763", "shares_changed_percentage": "-8.82%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FACTORY MUTUAL INSURANCE CO", "shares_held": "28500", "shares_changed": "-300", "shares_changed_percentage": "-1.04%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DYNAMIC ADVISOR SOLUTIONS LLC", "shares_held": "28457", "shares_changed": "1209", "shares_changed_percentage": "4.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COLUMBIA ASSET MANAGEMENT", "shares_held": "28403", "shares_changed": "-841", "shares_changed_percentage": "-2.88%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NOVAPOINT CAPITAL", "shares_held": "28333", "shares_changed": "1681", "shares_changed_percentage": "6.31%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MUFG SECURITIES AMERICAS INC.", "shares_held": "28308", "shares_changed": "2449", "shares_changed_percentage": "9.47%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "J. GOLDMAN & CO LP", "shares_held": "28245", "shares_changed": "28245", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CANADA POST CORP REGISTERED PENSION PLAN", "shares_held": "28186", "shares_changed": "465", "shares_changed_percentage": "1.68%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LS INVESTMENT ADVISORS", "shares_held": "28059", "shares_changed": "-76", "shares_changed_percentage": "-0.27%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MONETA GROUP INVESTMENT ADVISORS LLC", "shares_held": "28040", "shares_changed": "90", "shares_changed_percentage": "0.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WHITTIER TRUST CO OF NEVADA INC", "shares_held": "28034", "shares_changed": "-1431", "shares_changed_percentage": "-4.86%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SAGEGUARD FINANCIAL GROUP", "shares_held": "27975", "shares_changed": "-1890", "shares_changed_percentage": "-6.33%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FLC CAPITAL ADVISORS", "shares_held": "27920", "shares_changed": "64", "shares_changed_percentage": "0.23%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BRIGHTON JONES LLC", "shares_held": "27739", "shares_changed": "2884", "shares_changed_percentage": "11.60%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NORTH DAKOTA STATE INVESTMENT BOARD", "shares_held": "27667", "shares_changed": "707", "shares_changed_percentage": "2.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ADVISORS MANAGEMENT GROUP INC", "shares_held": "27571", "shares_changed": "-3298", "shares_changed_percentage": "-10.68%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HAYEK KALLEN INVESTMENT MANAGEMENT", "shares_held": "27560", "shares_changed": "341", "shares_changed_percentage": "1.25%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NIA IMPACT ADVISORS", "shares_held": "27543", "shares_changed": "-748", "shares_changed_percentage": "-2.64%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CHICAGO CAPITAL", "shares_held": "27410", "shares_changed": "3125", "shares_changed_percentage": "12.87%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CHICAGO PARTNERS INVESTMENT GROUP LLC", "shares_held": "27405", "shares_changed": "3302", "shares_changed_percentage": "13.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RELIANT INVESTMENT MANAGEMENT", "shares_held": "27352", "shares_changed": "3114", "shares_changed_percentage": "12.85%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LIFEWORKS ADVISORS", "shares_held": "27336", "shares_changed": "1474", "shares_changed_percentage": "5.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TOTH FINANCIAL ADVISORY CORP", "shares_held": "27310", "shares_changed": "-807", "shares_changed_percentage": "-2.87%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MERITAGE PORTFOLIO MANAGEMENT", "shares_held": "27262", "shares_changed": "-863", "shares_changed_percentage": "-3.07%", "change_type": "decreased", "last_reported": "2025-12-31" }, { "holder_name": "MOLONEY SECURITIES ASSET MANAGEMENT", "shares_held": "27010", "shares_changed": "-6067", "shares_changed_percentage": "-18.34%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "PINEBRIDGE INVESTMENTS LLC", "shares_held": "26996", "shares_changed": "26996", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2025-12-31" }, { "holder_name": "GLADSTONE INSTITUTIONAL ADVISORY LLC", "shares_held": "26921", "shares_changed": "1012", "shares_changed_percentage": "3.91%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GRIFFIN ASSET MANAGEMENT", "shares_held": "26888", "shares_changed": "15730", "shares_changed_percentage": "140.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HAMILTON POINT INVESTMENT ADVISORS", "shares_held": "26875", "shares_changed": "28", "shares_changed_percentage": "0.10%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CAPITAL PLANNING ADVISORS", "shares_held": "26859", "shares_changed": "-62", "shares_changed_percentage": "-0.23%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "JACOBI CAPITAL MANAGEMENT LLC", "shares_held": "26713", "shares_changed": "275", "shares_changed_percentage": "1.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HANTZ FINANCIAL SERVICES", "shares_held": "26690", "shares_changed": "1408", "shares_changed_percentage": "5.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STOCK YARDS BANK & TRUST CO", "shares_held": "26586", "shares_changed": "-514", "shares_changed_percentage": "-1.90%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SIEMENS FONDS INVEST GMBH", "shares_held": "26561", "shares_changed": "539", "shares_changed_percentage": "2.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SVB WEALTH LLC", "shares_held": "26454", "shares_changed": "-1564", "shares_changed_percentage": "-5.58%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HALL LAURIE J TRUSTEE", "shares_held": "26441", "shares_changed": "50", "shares_changed_percentage": "0.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NICHOLAS COMPANY", "shares_held": "26416", "shares_changed": "45", "shares_changed_percentage": "0.17%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TUFTON CAPITAL MANAGEMENT", "shares_held": "26364", "shares_changed": "146", "shares_changed_percentage": "0.56%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALPHACORE CAPITAL LLC", "shares_held": "26362", "shares_changed": "2617", "shares_changed_percentage": "11.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BARTLETT & CO. WEALTH MANAGEMENT LLC", "shares_held": "26333", "shares_changed": "3360", "shares_changed_percentage": "14.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RAYBURN WEST FINANCIAL SERVICES LLC", "shares_held": "26307", "shares_changed": "9343", "shares_changed_percentage": "55.08%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RIVERFRONT INVESTMENT GROUP", "shares_held": "26264", "shares_changed": "5989", "shares_changed_percentage": "29.54%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WELLS TRECASO FINANCIAL GROUP", "shares_held": "26167", "shares_changed": "-19267", "shares_changed_percentage": "-42.41%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "NEW ENGLAND ASSET MANAGEMENT INC", "shares_held": "25975", "shares_changed": "11515", "shares_changed_percentage": "79.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MORGAN DEMPSEY CAPITAL MANAGEMENT LLC", "shares_held": "25939", "shares_changed": "4900", "shares_changed_percentage": "23.29%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FARMERS & MERCHANTS INVESTMENTS INC", "shares_held": "25830", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PERIGON WEALTH MANAGEMENT", "shares_held": "25677", "shares_changed": "450", "shares_changed_percentage": "1.78%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SGL INVESTMENT ADVISORS", "shares_held": "25664", "shares_changed": "637", "shares_changed_percentage": "2.54%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PRINCIPAL SECURITIES", "shares_held": "25656", "shares_changed": "-1311", "shares_changed_percentage": "-4.86%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CATHERINE AVERY INVESTMENT MANAGEMENT LLC", "shares_held": "25644", "shares_changed": "-2865", "shares_changed_percentage": "-10.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CALYDON CAPITAL", "shares_held": "25622", "shares_changed": "332", "shares_changed_percentage": "1.31%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MESIROW FINANCIAL INVESTMENT MANAGEMENT", "shares_held": "25622", "shares_changed": "1968", "shares_changed_percentage": "8.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HANSON & DOREMUS INVESTMENT MANAGEMENT", "shares_held": "25471", "shares_changed": "-298", "shares_changed_percentage": "-1.16%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BROOKSTONE CAPITAL MANAGEMENT", "shares_held": "25468", "shares_changed": "1692", "shares_changed_percentage": "7.12%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DIVERSIFIED TRUST CO", "shares_held": "25435", "shares_changed": "-1103", "shares_changed_percentage": "-4.16%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIDUCIARY ALLIANCE LLC", "shares_held": "25416", "shares_changed": "1094", "shares_changed_percentage": "4.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AMERICAN TRUST INVESTMENT ADVISORS", "shares_held": "25362", "shares_changed": "1605", "shares_changed_percentage": "6.76%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "IOWA STATE BANK", "shares_held": "25180", "shares_changed": "295", "shares_changed_percentage": "1.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HOURGLASS CAPITAL", "shares_held": "25146", "shares_changed": "-118", "shares_changed_percentage": "-0.47%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RESOURCES MANAGEMENT CORP", "shares_held": "25094", "shares_changed": "318", "shares_changed_percentage": "1.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LGT FUND MANAGEMENT CO LTD.", "shares_held": "25042", "shares_changed": "302", "shares_changed_percentage": "1.22%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SECURIAN ASSET MANAGEMENT", "shares_held": "25003", "shares_changed": "-314", "shares_changed_percentage": "-1.24%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SOVIERO ASSET MANAGEMENT", "shares_held": "25000", "shares_changed": "25000", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MEEDER ADVISORY SERVICES", "shares_held": "24879", "shares_changed": "1305", "shares_changed_percentage": "5.54%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KKM FINANCIAL LLC", "shares_held": "24715", "shares_changed": "1319", "shares_changed_percentage": "5.64%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SILVERLAKE WEALTH MANAGEMENT LLC", "shares_held": "24630", "shares_changed": "-177", "shares_changed_percentage": "-0.71%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SCHNIEDERS CAPITAL MANAGEMENT", "shares_held": "24518", "shares_changed": "1512", "shares_changed_percentage": "6.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KRANOT HISHTALMUT LE MORIM TICHONIIM HAVERA MENAHELET LTD", "shares_held": "24475", "shares_changed": "24475", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "KENTUCKY RETIREMENT SYSTEMS INSURANCE TRUST FUND", "shares_held": "24375", "shares_changed": "-111", "shares_changed_percentage": "-0.45%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ARGYLE CAPITAL MANAGEMENT", "shares_held": "24314", "shares_changed": "179", "shares_changed_percentage": "0.74%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HENNION & WALSH ASSET MANAGEMENT", "shares_held": "24278", "shares_changed": "3634", "shares_changed_percentage": "17.60%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PRIVATE CAPITAL MANAGEMENT", "shares_held": "24227", "shares_changed": "-2056", "shares_changed_percentage": "-7.82%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KAVAR CAPITAL PARTNERS GROUP", "shares_held": "24223", "shares_changed": "477", "shares_changed_percentage": "2.01%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MCCOLLUM CHRISTOFERSON GROUP LLC", "shares_held": "24213", "shares_changed": "22176", "shares_changed_percentage": "1088.66%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WELLINGTON SHIELDS & CO.", "shares_held": "24174", "shares_changed": "-1950", "shares_changed_percentage": "-7.46%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LEAVELL INVESTMENT MANAGEMENT", "shares_held": "24148", "shares_changed": "-973", "shares_changed_percentage": "-3.87%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GREYSTONE FINANCIAL GROUP", "shares_held": "24141", "shares_changed": "-623", "shares_changed_percentage": "-2.52%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MEMBERS TRUST CO", "shares_held": "24054", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FULTON FINANCIAL ADVISORS N A", "shares_held": "23985", "shares_changed": "-428", "shares_changed_percentage": "-1.75%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAPROCK GROUP", "shares_held": "23961", "shares_changed": "975", "shares_changed_percentage": "4.24%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FRANK", "shares_held": "23814", "shares_changed": "-590", "shares_changed_percentage": "-2.42%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RFG ADVISORY", "shares_held": "23721", "shares_changed": "609", "shares_changed_percentage": "2.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RICE PARTNERSHIP", "shares_held": "23667", "shares_changed": "10591", "shares_changed_percentage": "81.00%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PROSPERITY CONSULTING GROUP", "shares_held": "23564", "shares_changed": "-75", "shares_changed_percentage": "-0.32%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "JACKSON HOLE CAPITAL PARTNERS", "shares_held": "23537", "shares_changed": "-103", "shares_changed_percentage": "-0.44%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "HAMILTON CAPITAL PARTNERS INC.", "shares_held": "23465", "shares_changed": "6493", "shares_changed_percentage": "38.26%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PATTON ALBERTSON MILLER GROUP", "shares_held": "23382", "shares_changed": "80", "shares_changed_percentage": "0.34%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BOUVEL INVESTMENT PARTNERS", "shares_held": "23371", "shares_changed": "-115", "shares_changed_percentage": "-0.49%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "JOEL ISAACSON & CO.", "shares_held": "23232", "shares_changed": "224", "shares_changed_percentage": "0.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BROOKLYN INVESTMENT GROUP", "shares_held": "23204", "shares_changed": "6780", "shares_changed_percentage": "41.28%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "J.P. MARVEL INVESTMENT ADVISORS", "shares_held": "23144", "shares_changed": "-12", "shares_changed_percentage": "-0.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NEXT LEVEL PRIVATE LLC", "shares_held": "23118", "shares_changed": "156", "shares_changed_percentage": "0.68%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST AMERICAN TRUST", "shares_held": "23004", "shares_changed": "23004", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SUMMIT FINANCIAL WEALTH ADVISORS", "shares_held": "22925", "shares_changed": "2625", "shares_changed_percentage": "12.93%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BAKER CHAD R", "shares_held": "22885", "shares_changed": "6625", "shares_changed_percentage": "40.74%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIL LTD", "shares_held": "22859", "shares_changed": "17842", "shares_changed_percentage": "355.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CUNNING CAPITAL PARTNERS", "shares_held": "22844", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "KINTEGRAL ADVISORY", "shares_held": "22700", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "VERDENCE CAPITAL ADVISORS LLC", "shares_held": "22690", "shares_changed": "-1055", "shares_changed_percentage": "-4.44%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MEIJI YASUDA ASSET MANAGEMENT CO LTD.", "shares_held": "22682", "shares_changed": "-1464", "shares_changed_percentage": "-6.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CALDWELL TRUST CO", "shares_held": "22680", "shares_changed": "2333", "shares_changed_percentage": "11.47%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MODERA WEALTH MANAGEMENT", "shares_held": "22644", "shares_changed": "1294", "shares_changed_percentage": "6.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HENNESSY FUNDS INC", "shares_held": "22596", "shares_changed": "46", "shares_changed_percentage": "0.20%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KINGSWOOD WEALTH ADVISORS", "shares_held": "22545", "shares_changed": "62", "shares_changed_percentage": "0.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LOS ANGELES CAPITAL MANAGEMENT LLC", "shares_held": "22533", "shares_changed": "5706", "shares_changed_percentage": "33.91%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIDELIS CAPITAL PARTNERS", "shares_held": "22479", "shares_changed": "8835", "shares_changed_percentage": "64.75%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HILLTOP HOLDINGS INC.", "shares_held": "22426", "shares_changed": "-279", "shares_changed_percentage": "-1.23%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DOUGLASS WINTHROP ADVISORS", "shares_held": "22164", "shares_changed": "-565", "shares_changed_percentage": "-2.49%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAPITAL ANALYSTS", "shares_held": "22146", "shares_changed": "7892", "shares_changed_percentage": "55.37%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STALEY CAPITAL ADVISERS INC", "shares_held": "22125", "shares_changed": "-10", "shares_changed_percentage": "-0.04%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MASTERINVEST KAPITALANLAGE GMBH", "shares_held": "22111", "shares_changed": "975", "shares_changed_percentage": "4.61%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STAMOS CAPITAL PARTNERS", "shares_held": "22090", "shares_changed": "6285", "shares_changed_percentage": "39.77%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "V-SQUARE QUANTITATIVE MANAGEMENT LLC", "shares_held": "22055", "shares_changed": "775", "shares_changed_percentage": "3.64%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COMPASS FINANCIAL MANAGEMENT LLC", "shares_held": "22033", "shares_changed": "22033", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "HBK SORCE ADVISORY LLC", "shares_held": "21969", "shares_changed": "718", "shares_changed_percentage": "3.38%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CONNORS INVESTOR SERVICES INC", "shares_held": "21932", "shares_changed": "181", "shares_changed_percentage": "0.83%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BNP PARIBAS", "shares_held": "21794", "shares_changed": "4286", "shares_changed_percentage": "24.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FRED ALGER MANAGEMENT", "shares_held": "21780", "shares_changed": "21780", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "WINDWARD CAPITAL MANAGEMENT CO", "shares_held": "21778", "shares_changed": "241", "shares_changed_percentage": "1.12%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CENTRAL TRUST CO", "shares_held": "21770", "shares_changed": "-510", "shares_changed_percentage": "-2.29%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ALPS ADVISORS INC", "shares_held": "21742", "shares_changed": "4393", "shares_changed_percentage": "25.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTHCARE ADVISORY PARTNERS LLC", "shares_held": "21674", "shares_changed": "-875", "shares_changed_percentage": "-3.88%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "IRONWOOD INVESTMENT COUNSEL", "shares_held": "21510", "shares_changed": "-782", "shares_changed_percentage": "-3.51%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GREAT LAKES ADVISORS", "shares_held": "21502", "shares_changed": "-15148", "shares_changed_percentage": "-41.33%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST CITIZENS BANK & TRUST CO", "shares_held": "21493", "shares_changed": "-2418", "shares_changed_percentage": "-10.11%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SKYOAK WEALTH", "shares_held": "21432", "shares_changed": "539", "shares_changed_percentage": "2.58%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VECTORS RESEARCH MANAGEMENT", "shares_held": "21277", "shares_changed": "166", "shares_changed_percentage": "0.79%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST PACIFIC FINANCIAL", "shares_held": "21103", "shares_changed": "-720", "shares_changed_percentage": "-3.30%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RITHOLTZ WEALTH MANAGEMENT", "shares_held": "21095", "shares_changed": "228", "shares_changed_percentage": "1.09%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ATLANTIC UNION BANKSHARES CORP", "shares_held": "21012", "shares_changed": "1288", "shares_changed_percentage": "6.53%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GRIMES & CO WEALTH MANAGEMENT", "shares_held": "21008", "shares_changed": "-1567", "shares_changed_percentage": "-6.94%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BUSEY BANK", "shares_held": "21004", "shares_changed": "-533", "shares_changed_percentage": "-2.48%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MASSMUTUAL PRIVATE WEALTH & TRUST", "shares_held": "20968", "shares_changed": "-471", "shares_changed_percentage": "-2.20%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HAVEMEYER PLACE LP", "shares_held": "20942", "shares_changed": "20942", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CLEAN YIELD GROUP", "shares_held": "20791", "shares_changed": "1734", "shares_changed_percentage": "9.10%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CHOATE INVESTMENT ADVISORS", "shares_held": "20673", "shares_changed": "537", "shares_changed_percentage": "2.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OSSIAM", "shares_held": "20670", "shares_changed": "20670", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CALLAN FAMILY OFFICE", "shares_held": "20665", "shares_changed": "520", "shares_changed_percentage": "2.58%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY", "shares_held": "20638", "shares_changed": "1224", "shares_changed_percentage": "6.30%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OLD PORT ADVISORS", "shares_held": "20587", "shares_changed": "22", "shares_changed_percentage": "0.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PINE VALLEY INVESTMENTS LTD LIABILITY CO", "shares_held": "20558", "shares_changed": "217", "shares_changed_percentage": "1.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WASHINGTON TRUST ADVISORS", "shares_held": "20452", "shares_changed": "-340", "shares_changed_percentage": "-1.64%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FOCUSED WEALTH MANAGEMENT", "shares_held": "20433", "shares_changed": "5491", "shares_changed_percentage": "36.75%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALMANACK INVESTMENT PARTNERS", "shares_held": "20375", "shares_changed": "18659", "shares_changed_percentage": "1087.35%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GREENLEAF TRUST", "shares_held": "20374", "shares_changed": "-101", "shares_changed_percentage": "-0.49%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT", "shares_held": "20366", "shares_changed": "443", "shares_changed_percentage": "2.22%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BALLENTINE PARTNERS", "shares_held": "20357", "shares_changed": "36", "shares_changed_percentage": "0.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ODDO BHF ASSET MANAGEMENT SAS", "shares_held": "20206", "shares_changed": "-847", "shares_changed_percentage": "-4.02%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "OAK HARVEST INVESTMENT SERVICES", "shares_held": "20195", "shares_changed": "1084", "shares_changed_percentage": "5.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AZZAD ASSET MANAGEMENT INC", "shares_held": "20165", "shares_changed": "-4656", "shares_changed_percentage": "-18.76%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "OPENARC CORPORATE ADVISORY", "shares_held": "20143", "shares_changed": "-656", "shares_changed_percentage": "-3.15%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAPSTONE INVESTMENT ADVISORS", "shares_held": "20079", "shares_changed": "-131638", "shares_changed_percentage": "-86.77%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MYSTIC ASSET MANAGEMENT", "shares_held": "19968", "shares_changed": "-176", "shares_changed_percentage": "-0.87%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ASHTON THOMAS PRIVATE WEALTH", "shares_held": "19958", "shares_changed": "1174", "shares_changed_percentage": "6.25%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GREEN ALPHA ADVISORS", "shares_held": "19929", "shares_changed": "-267", "shares_changed_percentage": "-1.32%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MONECO ADVISORS", "shares_held": "19922", "shares_changed": "5654", "shares_changed_percentage": "39.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GABELLI FUNDS LLC", "shares_held": "19905", "shares_changed": "-95", "shares_changed_percentage": "-0.47%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HARBOUR INVESTMENTS", "shares_held": "19858", "shares_changed": "926", "shares_changed_percentage": "4.89%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BILL FEW ASSOCIATES", "shares_held": "19815", "shares_changed": "1183", "shares_changed_percentage": "6.35%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BLB&B ADVISORS", "shares_held": "19769", "shares_changed": "258", "shares_changed_percentage": "1.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CONFLUENCE WEALTH SERVICES", "shares_held": "19768", "shares_changed": "3509", "shares_changed_percentage": "21.58%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AMERITAS ADVISORY SERVICES", "shares_held": "19755", "shares_changed": "7438", "shares_changed_percentage": "60.39%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HEROLD ADVISORS", "shares_held": "19748", "shares_changed": "132", "shares_changed_percentage": "0.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TOWER RESEARCH CAPITAL LLC", "shares_held": "19729", "shares_changed": "6541", "shares_changed_percentage": "49.60%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LAIRD NORTON WETHERBY WEALTH MANAGEMENT", "shares_held": "19725", "shares_changed": "1199", "shares_changed_percentage": "6.47%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "MENGIS CAPITAL MANAGEMENT", "shares_held": "19703", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CAPITAL INTERNATIONAL SARL", "shares_held": "19700", "shares_changed": "565", "shares_changed_percentage": "2.95%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VERITY ASSET MANAGEMENT", "shares_held": "19647", "shares_changed": "304", "shares_changed_percentage": "1.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TEMA ETFS LLC", "shares_held": "19644", "shares_changed": "1885", "shares_changed_percentage": "10.61%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WESTMOUNT PARTNERS", "shares_held": "19639", "shares_changed": "284", "shares_changed_percentage": "1.47%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FISHER ASSET MANAGEMENT", "shares_held": "19539", "shares_changed": "-5149", "shares_changed_percentage": "-20.86%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "L2 ASSET MANAGEMENT", "shares_held": "19530", "shares_changed": "-3559", "shares_changed_percentage": "-15.41%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EAGLECLAW CAPITAL MANAGMENT", "shares_held": "19526", "shares_changed": "40", "shares_changed_percentage": "0.20%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MEEDER ASSET MANAGEMENT INC", "shares_held": "19520", "shares_changed": "18732", "shares_changed_percentage": "2377.16%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PLATO INVESTMENT MANAGEMENT LTD", "shares_held": "19502", "shares_changed": "-1664", "shares_changed_percentage": "-7.86%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BANQUE TRANSATLANTIQUE SA", "shares_held": "19484", "shares_changed": "4008", "shares_changed_percentage": "25.90%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MENDEL MONEY MANAGEMENT", "shares_held": "19482", "shares_changed": "-414", "shares_changed_percentage": "-2.08%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SMITHFIELD TRUST CO", "shares_held": "19326", "shares_changed": "-119", "shares_changed_percentage": "-0.61%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NORTHROCK PARTNERS", "shares_held": "19231", "shares_changed": "1933", "shares_changed_percentage": "11.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BLUE TRUST", "shares_held": "19197", "shares_changed": "-1439", "shares_changed_percentage": "-6.97%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VALLEY WEALTH MANAGERS", "shares_held": "19180", "shares_changed": "630", "shares_changed_percentage": "3.40%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NFSG CORP", "shares_held": "19126", "shares_changed": "2233", "shares_changed_percentage": "13.22%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SAGE CAPITAL ADVISORS", "shares_held": "19081", "shares_changed": "19081", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "REDWOOD WEALTH MANAGEMENT GROUP", "shares_held": "19052", "shares_changed": "-84", "shares_changed_percentage": "-0.44%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "VALICENTI ADVISORY SERVICES INC", "shares_held": "19041", "shares_changed": "823", "shares_changed_percentage": "4.52%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CARRET ASSET MANAGEMENT", "shares_held": "19033", "shares_changed": "-384", "shares_changed_percentage": "-1.98%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SHELL ASSET MANAGEMENT CO", "shares_held": "18862", "shares_changed": "-9644", "shares_changed_percentage": "-33.83%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "HARMONY ASSET MANAGEMENT LLC", "shares_held": "18750", "shares_changed": "-66", "shares_changed_percentage": "-0.35%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "C2C WEALTH MANAGEMENT", "shares_held": "18721", "shares_changed": "3", "shares_changed_percentage": "0.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRUST CO OF TOLEDO NA", "shares_held": "18716", "shares_changed": "1437", "shares_changed_percentage": "8.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STRENGTHENING FAMILIES & COMMUNITIES", "shares_held": "18651", "shares_changed": "386", "shares_changed_percentage": "2.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FAITHWARD ADVISORS", "shares_held": "18639", "shares_changed": "-5307", "shares_changed_percentage": "-22.16%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MORAN WEALTH MANAGEMENT", "shares_held": "18634", "shares_changed": "-1038", "shares_changed_percentage": "-5.28%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "QUADRANT CAPITAL GROUP LLC", "shares_held": "18582", "shares_changed": "-781", "shares_changed_percentage": "-4.03%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BIRMINGHAM CAPITAL MANAGEMENT CO INC", "shares_held": "18525", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CHARTER RESEARCH & INVESTMENT GROUP", "shares_held": "18501", "shares_changed": "-125", "shares_changed_percentage": "-0.67%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NORTHCAPE WEALTH MANAGEMENT", "shares_held": "18471", "shares_changed": "82", "shares_changed_percentage": "0.45%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NEW AGE ALPHA ADVISORS", "shares_held": "18458", "shares_changed": "-2970", "shares_changed_percentage": "-13.86%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIELD & MAIN BANK", "shares_held": "18428", "shares_changed": "1124", "shares_changed_percentage": "6.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NIGHT SQUARED LP", "shares_held": "18406", "shares_changed": "18406", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SPC FINANCIAL", "shares_held": "18380", "shares_changed": "45", "shares_changed_percentage": "0.24%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "CADENCE BANK", "shares_held": "18264", "shares_changed": "134", "shares_changed_percentage": "0.74%", "change_type": "increased", "last_reported": "2025-12-31" }, { "holder_name": "U.S. CAPITAL WEALTH ADVISORS", "shares_held": "18261", "shares_changed": "-34595", "shares_changed_percentage": "-65.45%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "CASTLE ROCK WEALTH MANAGEMENT", "shares_held": "18208", "shares_changed": "330", "shares_changed_percentage": "1.85%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JOURNEY STRATEGIC WEALTH LLC", "shares_held": "18118", "shares_changed": "-1064", "shares_changed_percentage": "-5.55%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "PATHWAY FINANCIAL ADVISERS", "shares_held": "18115", "shares_changed": "152", "shares_changed_percentage": "0.85%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NORTHCOAST ASSET MANAGEMENT LLC", "shares_held": "18031", "shares_changed": "-1062", "shares_changed_percentage": "-5.56%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC", "shares_held": "18007", "shares_changed": "209", "shares_changed_percentage": "1.17%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LEO WEALTH", "shares_held": "17986", "shares_changed": "1678", "shares_changed_percentage": "10.29%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "DB&C ADVISORS", "shares_held": "17968", "shares_changed": "69", "shares_changed_percentage": "0.39%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MISSION CREEK CAPITAL PARTNERS", "shares_held": "17856", "shares_changed": "95", "shares_changed_percentage": "0.54%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NJ STATE EMPLOYEES DEFERRED COMPENSATION PLAN", "shares_held": "17800", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2025-09-30" }, { "holder_name": "INTESA SANPAOLO S.P.A.", "shares_held": "17751", "shares_changed": "-3140", "shares_changed_percentage": "-15.03%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "INTEGRITY ALLIANCE", "shares_held": "17748", "shares_changed": "-1857", "shares_changed_percentage": "-9.47%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAPITAL INVESTMENT ADVISORY SERVICES", "shares_held": "17737", "shares_changed": "-1922", "shares_changed_percentage": "-9.78%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "AIMZ INVESTMENT ADVISORS", "shares_held": "17733", "shares_changed": "2", "shares_changed_percentage": "0.01%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CYPRESS CAPITAL GROUP", "shares_held": "17659", "shares_changed": "1335", "shares_changed_percentage": "8.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ASCENT GROUP", "shares_held": "17621", "shares_changed": "-639", "shares_changed_percentage": "-3.50%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LARSON FINANCIAL GROUP LLC", "shares_held": "17616", "shares_changed": "-223", "shares_changed_percentage": "-1.25%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PALMER KNIGHT CO", "shares_held": "17605", "shares_changed": "17605", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "FORESIGHT CAPITAL MANAGEMENT ADVISORS", "shares_held": "17603", "shares_changed": "497", "shares_changed_percentage": "2.90%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SIMMONS BANK", "shares_held": "17600", "shares_changed": "1940", "shares_changed_percentage": "12.39%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRIGLAV INVESTMENTS", "shares_held": "17600", "shares_changed": "17600", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "INTEGRATED ADVISORS NETWORK LLC", "shares_held": "17597", "shares_changed": "8529", "shares_changed_percentage": "94.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AGF MANAGEMENT LTD", "shares_held": "17546", "shares_changed": "2241", "shares_changed_percentage": "14.64%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INTACT INVESTMENT MANAGEMENT INC.", "shares_held": "17500", "shares_changed": "-6100", "shares_changed_percentage": "-25.85%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FAIRVOY PRIVATE WEALTH", "shares_held": "17488", "shares_changed": "-555", "shares_changed_percentage": "-3.08%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GLOBALT INVESTMENTS LLC", "shares_held": "17439", "shares_changed": "-385", "shares_changed_percentage": "-2.16%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PROFUND ADVISORS LLC", "shares_held": "17402", "shares_changed": "1861", "shares_changed_percentage": "11.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SKY INVESTMENT GROUP LLC", "shares_held": "17349", "shares_changed": "317", "shares_changed_percentage": "1.86%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RMR WEALTH BUILDERS", "shares_held": "17337", "shares_changed": "3866", "shares_changed_percentage": "28.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NAPLES GLOBAL ADVISORS", "shares_held": "17322", "shares_changed": "129", "shares_changed_percentage": "0.75%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FREESTONE CAPITAL HOLDINGS", "shares_held": "17313", "shares_changed": "630", "shares_changed_percentage": "3.78%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FAYEZ SAROFIM & CO", "shares_held": "17280", "shares_changed": "39", "shares_changed_percentage": "0.23%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MONTAG A & ASSOCIATES INC", "shares_held": "17261", "shares_changed": "575", "shares_changed_percentage": "3.45%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "N.E.W. ADVISORY SERVICES LLC", "shares_held": "17203", "shares_changed": "-463", "shares_changed_percentage": "-2.62%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HAVERFORD TRUST CO", "shares_held": "17182", "shares_changed": "-403", "shares_changed_percentage": "-2.29%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "AMG NATIONAL TRUST BANK", "shares_held": "17181", "shares_changed": "-3632", "shares_changed_percentage": "-17.45%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TWIN CAPITAL MANAGEMENT INC", "shares_held": "17169", "shares_changed": "2733", "shares_changed_percentage": "18.93%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SWP INVESTMENT MANAGEMENT LLC", "shares_held": "17129", "shares_changed": "640", "shares_changed_percentage": "3.88%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NTV ASSET MANAGEMENT LLC", "shares_held": "17110", "shares_changed": "-330", "shares_changed_percentage": "-1.89%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LINSCOMB WEALTH", "shares_held": "17016", "shares_changed": "11952", "shares_changed_percentage": "236.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CWA ASSET MANAGEMENT GROUP", "shares_held": "17005", "shares_changed": "1538", "shares_changed_percentage": "9.94%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MOTCO", "shares_held": "17000", "shares_changed": "-255", "shares_changed_percentage": "-1.48%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GAMCO INVESTORS", "shares_held": "16898", "shares_changed": "-103", "shares_changed_percentage": "-0.61%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CITADEL INVESTMENT ADVISORY", "shares_held": "16875", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ABUNDANCE WEALTH COUNSELORS", "shares_held": "16854", "shares_changed": "8084", "shares_changed_percentage": "92.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "S&CO INC", "shares_held": "16788", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "GRANITE BAY WEALTH MANAGEMENT", "shares_held": "16778", "shares_changed": "16778", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PROCYON ADVISORS", "shares_held": "16765", "shares_changed": "1194", "shares_changed_percentage": "7.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ATALA FINANCIAL INC", "shares_held": "16740", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "JACKSON SQUARE CAPITAL", "shares_held": "16648", "shares_changed": "16648", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SHIKIAR ASSET MANAGEMENT INC", "shares_held": "16625", "shares_changed": "16625", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PETTEE INVESTORS", "shares_held": "16545", "shares_changed": "19", "shares_changed_percentage": "0.12%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ATLAS WEALTH LLC", "shares_held": "16543", "shares_changed": "-70", "shares_changed_percentage": "-0.42%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "OVERSEA-CHINESE BANKING CORP LTD", "shares_held": "16459", "shares_changed": "16459", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PITTENGER & ANDERSON INC", "shares_held": "16450", "shares_changed": "-105", "shares_changed_percentage": "-0.63%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BDF-GESTION", "shares_held": "16415", "shares_changed": "-1846", "shares_changed_percentage": "-10.11%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PINNACLE WEALTH MANAGEMENT ADVISORY GROUP", "shares_held": "16374", "shares_changed": "15", "shares_changed_percentage": "0.09%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WASHINGTON TRUST CO", "shares_held": "16304", "shares_changed": "-440", "shares_changed_percentage": "-2.63%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ST. CLAIR ADVISORS", "shares_held": "16301", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "STOLPER CO", "shares_held": "16248", "shares_changed": "3648", "shares_changed_percentage": "28.95%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GROUPE LA FRANCAISE", "shares_held": "16241", "shares_changed": "15756", "shares_changed_percentage": "3248.66%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MAINSTREET INVESTMENT ADVISORS LLC", "shares_held": "16136", "shares_changed": "400", "shares_changed_percentage": "2.54%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ASSET DEDICATION", "shares_held": "16074", "shares_changed": "934", "shares_changed_percentage": "6.17%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CARSON ADVISORY INC.", "shares_held": "16074", "shares_changed": "1135", "shares_changed_percentage": "7.60%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CEETO CAPITAL GROUP", "shares_held": "16053", "shares_changed": "505", "shares_changed_percentage": "3.25%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KINLOCH CAPITAL", "shares_held": "16053", "shares_changed": "169", "shares_changed_percentage": "1.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FORMIDABLE ASSET MANAGEMENT", "shares_held": "15975", "shares_changed": "1020", "shares_changed_percentage": "6.82%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OPTIMAS CAPITAL LTD", "shares_held": "15900", "shares_changed": "15900", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ST GERMAIN D J CO INC", "shares_held": "15862", "shares_changed": "-608", "shares_changed_percentage": "-3.69%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HOWLAND CAPITAL MANAGEMENT LLC", "shares_held": "15808", "shares_changed": "24", "shares_changed_percentage": "0.15%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FCA CORP", "shares_held": "15802", "shares_changed": "1106", "shares_changed_percentage": "7.53%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ARP GLOBAL CAPITAL LTD", "shares_held": "15698", "shares_changed": "15698", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CHESLEY TAFT & ASSOCIATES LLC", "shares_held": "15657", "shares_changed": "-207", "shares_changed_percentage": "-1.30%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VALEO FINANCIAL ADVISORS", "shares_held": "15643", "shares_changed": "-897", "shares_changed_percentage": "-5.42%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LEDYARD NATIONAL BANK", "shares_held": "15590", "shares_changed": "-121", "shares_changed_percentage": "-0.77%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BURNEY CO", "shares_held": "15560", "shares_changed": "496", "shares_changed_percentage": "3.29%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TERRA NOVA ASSET MANAGEMENT LLC", "shares_held": "15535", "shares_changed": "15535", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC", "shares_held": "15534", "shares_changed": "67", "shares_changed_percentage": "0.43%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "180 WEALTH ADVISORS", "shares_held": "15459", "shares_changed": "338", "shares_changed_percentage": "2.23%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GREAT VALLEY ADVISOR GROUP", "shares_held": "15425", "shares_changed": "-676", "shares_changed_percentage": "-4.20%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KMG FIDUCIARY PARTNERS", "shares_held": "15228", "shares_changed": "-16980", "shares_changed_percentage": "-52.72%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KOVACK ADVISORS", "shares_held": "15217", "shares_changed": "1265", "shares_changed_percentage": "9.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALKEME WEALTH", "shares_held": "15214", "shares_changed": "-409", "shares_changed_percentage": "-2.62%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "INSIGHT INV LLC", "shares_held": "15213", "shares_changed": "55", "shares_changed_percentage": "0.36%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KEEL POINT", "shares_held": "15208", "shares_changed": "335", "shares_changed_percentage": "2.25%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MCMILLAN OFFICE", "shares_held": "15196", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MFG WEALTH MANAGEMENT", "shares_held": "15182", "shares_changed": "6779", "shares_changed_percentage": "80.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INGALLS & SNYDER LLC", "shares_held": "15178", "shares_changed": "-82", "shares_changed_percentage": "-0.54%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BAILARD", "shares_held": "15175", "shares_changed": "979", "shares_changed_percentage": "6.90%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SUNBELT SECURITIES", "shares_held": "15128", "shares_changed": "756", "shares_changed_percentage": "5.26%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "PHOENIX FINANCIAL LTD.", "shares_held": "15082", "shares_changed": "7791", "shares_changed_percentage": "106.86%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NORTH STAR INVESTMENT MANAGEMENT CORP.", "shares_held": "15063", "shares_changed": "303", "shares_changed_percentage": "2.05%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "REHMANN CAPITAL ADVISORY GROUP", "shares_held": "15057", "shares_changed": "794", "shares_changed_percentage": "5.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SPINNAKER TRUST", "shares_held": "15047", "shares_changed": "8", "shares_changed_percentage": "0.05%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OCCIDENTAL ASSET MANAGEMENT", "shares_held": "15017", "shares_changed": "1131", "shares_changed_percentage": "8.14%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PARAGON CAPITAL MANAGEMENT LLC", "shares_held": "14930", "shares_changed": "-99", "shares_changed_percentage": "-0.66%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ASHURST PERKINS COIE TRUST CO", "shares_held": "14892", "shares_changed": "-1487", "shares_changed_percentage": "-9.08%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SMARTLEAF ASSET MANAGEMENT LLC", "shares_held": "14859", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "WEALTH EFFECTS LLC", "shares_held": "14855", "shares_changed": "2145", "shares_changed_percentage": "16.88%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WIDMANN FINANCIAL SERVICES", "shares_held": "14849", "shares_changed": "-208", "shares_changed_percentage": "-1.38%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BIRINYI ASSOCIATES INC", "shares_held": "14839", "shares_changed": "-9220", "shares_changed_percentage": "-38.32%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "APELLA CAPITAL", "shares_held": "14785", "shares_changed": "-200", "shares_changed_percentage": "-1.33%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PROFICIO CAPITAL PARTNERS LLC", "shares_held": "14758", "shares_changed": "14758", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "GAM HOLDING AG", "shares_held": "14743", "shares_changed": "-13485", "shares_changed_percentage": "-47.77%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CASSADAY & CO WEALTH MANAGEMENT LLC", "shares_held": "14720", "shares_changed": "31", "shares_changed_percentage": "0.21%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LAKERIDGE WEALTH MANAGEMENT LLC", "shares_held": "14700", "shares_changed": "8", "shares_changed_percentage": "0.05%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ZWJ INVESTMENT COUNSEL INC", "shares_held": "14689", "shares_changed": "1048", "shares_changed_percentage": "7.68%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PHILIP JAMES WEALTH MANGEMENT", "shares_held": "14687", "shares_changed": "-460", "shares_changed_percentage": "-3.04%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LOWE BROCKENBROUGH & CO INC", "shares_held": "14609", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "AUSDAL FINANCIAL PARTNERS", "shares_held": "14604", "shares_changed": "864", "shares_changed_percentage": "6.29%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ZHANG FINANCIAL LLC", "shares_held": "14588", "shares_changed": "-8751", "shares_changed_percentage": "-37.49%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NATIONS FINANCIAL GROUP INC", "shares_held": "14566", "shares_changed": "-8589", "shares_changed_percentage": "-37.09%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WELLINGTON SHIELDS CAPITAL MANAGEMENT", "shares_held": "14566", "shares_changed": "-3725", "shares_changed_percentage": "-20.36%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "JPL WEALTH MANAGEMENT", "shares_held": "14534", "shares_changed": "-316", "shares_changed_percentage": "-2.13%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VESTGEN ADVISORS", "shares_held": "14520", "shares_changed": "-180", "shares_changed_percentage": "-1.22%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "INTERNATIONAL ASSETS INVESTMENT MANAGEMENT", "shares_held": "14494", "shares_changed": "-453", "shares_changed_percentage": "-3.03%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WHITE PINE CAPITAL LLC", "shares_held": "14492", "shares_changed": "-266", "shares_changed_percentage": "-1.80%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TE AHUMAIRANGI INVESTMENT MANAGEMENT LTD", "shares_held": "14470", "shares_changed": "-4216", "shares_changed_percentage": "-22.56%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MITCHELL MCLEOD PUGH & WILLIAMS INC", "shares_held": "14462", "shares_changed": "1331", "shares_changed_percentage": "10.14%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CX INSTITUTIONAL", "shares_held": "14354", "shares_changed": "-695", "shares_changed_percentage": "-4.62%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SENTRY LLC", "shares_held": "14340", "shares_changed": "82", "shares_changed_percentage": "0.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STONEGATE INVESTMENT GROUP", "shares_held": "14319", "shares_changed": "-314", "shares_changed_percentage": "-2.15%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "INVESTMENT HOUSE LLC", "shares_held": "14305", "shares_changed": "-250", "shares_changed_percentage": "-1.72%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CONNECTICUT WEALTH MANAGEMENT", "shares_held": "14288", "shares_changed": "-171", "shares_changed_percentage": "-1.18%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "OARSMAN CAPITAL", "shares_held": "14288", "shares_changed": "212", "shares_changed_percentage": "1.51%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT", "shares_held": "14234", "shares_changed": "3659", "shares_changed_percentage": "34.60%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OSMOSIS INVESTMENT MANAGEMENT UK LTD", "shares_held": "14157", "shares_changed": "-34295", "shares_changed_percentage": "-70.78%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CFC PLANNING CO LLC", "shares_held": "14120", "shares_changed": "1305", "shares_changed_percentage": "10.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GENEOS WEALTH MANAGEMENT INC.", "shares_held": "14119", "shares_changed": "-7953", "shares_changed_percentage": "-36.03%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "F", "shares_held": "14105", "shares_changed": "3736", "shares_changed_percentage": "36.03%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST NEBRASKA TRUST CO", "shares_held": "14088", "shares_changed": "-30", "shares_changed_percentage": "-0.21%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STRONG TOWER ADVISORY SERVICES", "shares_held": "14076", "shares_changed": "14076", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "44 WEALTH MANAGEMENT LLC", "shares_held": "14067", "shares_changed": "666", "shares_changed_percentage": "4.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LIONHUNTER CAPITAL MANAGEMENT", "shares_held": "14067", "shares_changed": "14067", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP", "shares_held": "13946", "shares_changed": "400", "shares_changed_percentage": "2.95%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BANK OZK", "shares_held": "13914", "shares_changed": "1033", "shares_changed_percentage": "8.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BANGOR SAVINGS BANK", "shares_held": "13908", "shares_changed": "-95", "shares_changed_percentage": "-0.68%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RKL WEALTH MANAGEMENT LLC", "shares_held": "13883", "shares_changed": "175", "shares_changed_percentage": "1.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COASTAL BRIDGE ADVISORS", "shares_held": "13802", "shares_changed": "129", "shares_changed_percentage": "0.94%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BELPOINTE ASSET MANAGEMENT LLC", "shares_held": "13799", "shares_changed": "3292", "shares_changed_percentage": "31.33%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OFI INVEST ASSET MANAGEMENT", "shares_held": "13758", "shares_changed": "-169583", "shares_changed_percentage": "-92.50%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STONEBRIDGE CAPITAL ADVISORS LLC", "shares_held": "13739", "shares_changed": "-461", "shares_changed_percentage": "-3.25%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VESTOR CAPITAL", "shares_held": "13664", "shares_changed": "12104", "shares_changed_percentage": "775.90%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CARROLL ADVISORY GROUP", "shares_held": "13656", "shares_changed": "-44", "shares_changed_percentage": "-0.32%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ASIO CAPITAL", "shares_held": "13639", "shares_changed": "1058", "shares_changed_percentage": "8.41%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CACTI ASSET MANAGEMENT LLC", "shares_held": "13600", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "EXCALIBUR MANAGEMENT CORP", "shares_held": "13592", "shares_changed": "-50", "shares_changed_percentage": "-0.37%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CORNERSTONE PLANNING", "shares_held": "13573", "shares_changed": "284", "shares_changed_percentage": "2.14%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INTRUST BANK NA", "shares_held": "13558", "shares_changed": "114", "shares_changed_percentage": "0.85%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WCG WEALTH ADVISORS LLC", "shares_held": "13507", "shares_changed": "822", "shares_changed_percentage": "6.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LEGATO CAPITAL MANAGEMENT LLC", "shares_held": "13500", "shares_changed": "-1600", "shares_changed_percentage": "-10.60%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ROYAL PALMS CAPITAL LLC", "shares_held": "13459", "shares_changed": "-12", "shares_changed_percentage": "-0.09%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SAGE INVESTMENT ADVISERS LLC", "shares_held": "13419", "shares_changed": "-114", "shares_changed_percentage": "-0.84%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CINCTIVE CAPITAL MANAGEMENT LP", "shares_held": "13360", "shares_changed": "13360", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CSENGE ADVISORY GROUP", "shares_held": "13355", "shares_changed": "-7243", "shares_changed_percentage": "-35.16%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LYNCH ASSET MANAGEMENT", "shares_held": "13350", "shares_changed": "500", "shares_changed_percentage": "3.89%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CORE ALTERNATIVE CAPITAL", "shares_held": "13332", "shares_changed": "-326", "shares_changed_percentage": "-2.39%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SAGE CAPITAL MANAGEMENT", "shares_held": "13322", "shares_changed": "-323", "shares_changed_percentage": "-2.37%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KLINGENSTEIN FIELDS & CO LP", "shares_held": "13315", "shares_changed": "12", "shares_changed_percentage": "0.09%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MADDEN SECURITIES CORP", "shares_held": "13265", "shares_changed": "-1040", "shares_changed_percentage": "-7.27%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EAGLE ROCK INVESTMENT COMPANY", "shares_held": "13251", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CYNDEO WEALTH PARTNERS", "shares_held": "13234", "shares_changed": "-567", "shares_changed_percentage": "-4.11%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RANCH CAPITAL ADVISORS INC.", "shares_held": "13231", "shares_changed": "783", "shares_changed_percentage": "6.29%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FLAGSHIP HARBOR ADVISORS", "shares_held": "13214", "shares_changed": "1221", "shares_changed_percentage": "10.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FORZA WEALTH MANAGEMENT", "shares_held": "13211", "shares_changed": "-160", "shares_changed_percentage": "-1.20%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VERTRIX WEALTH MANAGEMENT", "shares_held": "13194", "shares_changed": "-2173", "shares_changed_percentage": "-14.14%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MERIDIAN WEALTH ADVISORS", "shares_held": "13156", "shares_changed": "-181", "shares_changed_percentage": "-1.36%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BROWN MILLER WEALTH MANAGEMENT", "shares_held": "13126", "shares_changed": "541", "shares_changed_percentage": "4.30%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HOWARD HUGHES MEDICAL INSTITUTE", "shares_held": "13023", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "LANTZ FINANCIAL LLC", "shares_held": "12990", "shares_changed": "-84", "shares_changed_percentage": "-0.64%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STONEBRIDGE CAPITAL MANAGEMENT INC", "shares_held": "12900", "shares_changed": "-2840", "shares_changed_percentage": "-18.04%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "OSTRUM ASSET MANAGEMENT", "shares_held": "12871", "shares_changed": "-184", "shares_changed_percentage": "-1.41%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PLAN GROUP FINANCIAL", "shares_held": "12853", "shares_changed": "2074", "shares_changed_percentage": "19.24%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MCRAE CAPITAL MANAGEMENT INC", "shares_held": "12801", "shares_changed": "1", "shares_changed_percentage": "0.01%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LANARK FINANCIAL", "shares_held": "12721", "shares_changed": "-845", "shares_changed_percentage": "-6.23%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PRIVATE TRUST CO NA", "shares_held": "12687", "shares_changed": "-2423", "shares_changed_percentage": "-16.04%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BCS PRIVATE WEALTH MANAGEMENT", "shares_held": "12676", "shares_changed": "-2720", "shares_changed_percentage": "-17.67%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LEE DANNER & BASS INC", "shares_held": "12649", "shares_changed": "-92", "shares_changed_percentage": "-0.72%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CHILTON CAPITAL MANAGEMENT LLC", "shares_held": "12579", "shares_changed": "233", "shares_changed_percentage": "1.89%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EVERGREEN CAPITAL MANAGEMENT LLC", "shares_held": "12569", "shares_changed": "-6434", "shares_changed_percentage": "-33.86%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GREAT LAKES RETIREMENT", "shares_held": "12561", "shares_changed": "113", "shares_changed_percentage": "0.91%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALLEGHENY FINANCIAL GROUP", "shares_held": "12550", "shares_changed": "616", "shares_changed_percentage": "5.16%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PANAGORA ASSET MANAGEMENT INC", "shares_held": "12418", "shares_changed": "2004", "shares_changed_percentage": "19.24%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NEW ENGLAND RESEARCH & MANAGEMENT", "shares_held": "12368", "shares_changed": "2353", "shares_changed_percentage": "23.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WEDMONT PRIVATE CAPITAL", "shares_held": "12349", "shares_changed": "-898", "shares_changed_percentage": "-6.78%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "INTEGRATED INVESTMENT CONSULTANTS", "shares_held": "12313", "shares_changed": "17", "shares_changed_percentage": "0.14%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PLIMOTH TRUST CO LLC", "shares_held": "12299", "shares_changed": "-326", "shares_changed_percentage": "-2.58%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HUB INVESTMENT PARTNERS", "shares_held": "12294", "shares_changed": "2293", "shares_changed_percentage": "22.93%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MODUS ADVISORS", "shares_held": "12220", "shares_changed": "1568", "shares_changed_percentage": "14.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ROI FINANCIAL ADVISORS", "shares_held": "12209", "shares_changed": "-16", "shares_changed_percentage": "-0.13%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DUDLEY CAPITAL MANAGEMENT", "shares_held": "12206", "shares_changed": "986", "shares_changed_percentage": "8.79%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "POINT WINDWARD ADVISORS INC.", "shares_held": "12186", "shares_changed": "570", "shares_changed_percentage": "4.91%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CLEAR TRAIL ADVISORS", "shares_held": "12127", "shares_changed": "-1074", "shares_changed_percentage": "-8.14%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EMPIRE FINANCIAL MANAGEMENT COMPANY", "shares_held": "12112", "shares_changed": "-13858", "shares_changed_percentage": "-53.36%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SPIRE WEALTH MANAGEMENT", "shares_held": "12099", "shares_changed": "-317", "shares_changed_percentage": "-2.55%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MCDONALD PARTNERS LLC", "shares_held": "12077", "shares_changed": "-15747", "shares_changed_percentage": "-56.59%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SLATESTONE WEALTH", "shares_held": "12071", "shares_changed": "119", "shares_changed_percentage": "1.00%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CYPRESS CAPITAL", "shares_held": "12055", "shares_changed": "-363", "shares_changed_percentage": "-2.92%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VENTURE VISIONARY PARTNERS LLC", "shares_held": "11998", "shares_changed": "416", "shares_changed_percentage": "3.59%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WORLDQUANT MILLENNIUM ADVISORS LLC", "shares_held": "11994", "shares_changed": "11994", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MAIN STREET FINANCIAL SOLUTIONS", "shares_held": "11967", "shares_changed": "50", "shares_changed_percentage": "0.42%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KEYVANTAGE WEALTH", "shares_held": "11912", "shares_changed": "-541", "shares_changed_percentage": "-4.34%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GIFFORD FONG ASSOCIATES", "shares_held": "11900", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2025-12-31" }, { "holder_name": "LEBENTHAL GLOBAL ADVISORS", "shares_held": "11864", "shares_changed": "1043", "shares_changed_percentage": "9.64%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ASCENTIS WEALTH MANAGEMENT", "shares_held": "11844", "shares_changed": "19", "shares_changed_percentage": "0.16%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA", "shares_held": "11819", "shares_changed": "-690", "shares_changed_percentage": "-5.52%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WEBSTER BANK", "shares_held": "11757", "shares_changed": "-141", "shares_changed_percentage": "-1.19%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "YOFFE INVESTMENT MANAGEMENT", "shares_held": "11731", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CJM WEALTH ADVISERS", "shares_held": "11683", "shares_changed": "48", "shares_changed_percentage": "0.41%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ANCHOR BAY CAPITAL", "shares_held": "11664", "shares_changed": "11664", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "Y.D. MORE INVESTMENTS LTD", "shares_held": "11657", "shares_changed": "11157", "shares_changed_percentage": "2231.40%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PARK NATIONAL CORP", "shares_held": "11651", "shares_changed": "-205", "shares_changed_percentage": "-1.73%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PENINSULA ASSET MANAGEMENT INC", "shares_held": "11645", "shares_changed": "-5", "shares_changed_percentage": "-0.04%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NOVEM GROUP", "shares_held": "11644", "shares_changed": "4117", "shares_changed_percentage": "54.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BRIAN LOW FINANCIAL GROUP", "shares_held": "11643", "shares_changed": "1883", "shares_changed_percentage": "19.29%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BARD FINANCIAL SERVICES", "shares_held": "11605", "shares_changed": "-125", "shares_changed_percentage": "-1.07%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "AXS INVESTMENTS LLC", "shares_held": "11594", "shares_changed": "262", "shares_changed_percentage": "2.31%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ROUND ROCK ADVISORS LLC", "shares_held": "11577", "shares_changed": "370", "shares_changed_percentage": "3.30%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EMPOWER ADVISORY GROUP", "shares_held": "11569", "shares_changed": "398", "shares_changed_percentage": "3.56%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AARON WEALTH ADVISORS LLC", "shares_held": "11566", "shares_changed": "-13", "shares_changed_percentage": "-0.11%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ARIES WEALTH MANAGEMENT", "shares_held": "11537", "shares_changed": "100", "shares_changed_percentage": "0.87%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BERKSHIRE ASSET MANAGEMENT LLC", "shares_held": "11535", "shares_changed": "-345", "shares_changed_percentage": "-2.90%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PINNACLE HOLDINGS", "shares_held": "11507", "shares_changed": "-411", "shares_changed_percentage": "-3.45%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EXCHANGE BANK", "shares_held": "11483", "shares_changed": "-118", "shares_changed_percentage": "-1.02%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "APEXIUM FINANCIAL", "shares_held": "11475", "shares_changed": "111", "shares_changed_percentage": "0.98%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "WESTERN WEALTH MANAGEMENT", "shares_held": "11470", "shares_changed": "257", "shares_changed_percentage": "2.29%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PARKSIDE FINANCIAL BANK & TRUST", "shares_held": "11467", "shares_changed": "251", "shares_changed_percentage": "2.24%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "LVM CAPITAL MANAGEMENT LTD", "shares_held": "11395", "shares_changed": "-100", "shares_changed_percentage": "-0.87%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CORE WEALTH ADVISORS", "shares_held": "11394", "shares_changed": "4500", "shares_changed_percentage": "65.27%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TOTAL CLARITY WEALTH MANAGEMENT", "shares_held": "11369", "shares_changed": "9426", "shares_changed_percentage": "485.13%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SEVENBRIDGE FINANCIAL GROUP", "shares_held": "11347", "shares_changed": "-367", "shares_changed_percentage": "-3.13%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "UDINE WEALTH MANAGEMENT", "shares_held": "11303", "shares_changed": "11303", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "GLOBAL ASSETS ADVISORY", "shares_held": "11291", "shares_changed": "1720", "shares_changed_percentage": "17.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MILESTONE ASSET MANAGEMENT", "shares_held": "11240", "shares_changed": "3029", "shares_changed_percentage": "36.89%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BROOKS", "shares_held": "11227", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PINES WEALTH MANAGEMENT", "shares_held": "11218", "shares_changed": "306", "shares_changed_percentage": "2.80%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JFS WEALTH ADVISORS", "shares_held": "11185", "shares_changed": "-117", "shares_changed_percentage": "-1.03%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "AMERICAN NATIONAL BANK & TRUST", "shares_held": "11127", "shares_changed": "11", "shares_changed_percentage": "0.10%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CLADIS INVESTMENT ADVISORY", "shares_held": "11121", "shares_changed": "-50", "shares_changed_percentage": "-0.45%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NWAM LLC", "shares_held": "11072", "shares_changed": "-810", "shares_changed_percentage": "-6.82%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CORNELL POCHILY INVESTMENT ADVISORS", "shares_held": "11063", "shares_changed": "-2171", "shares_changed_percentage": "-16.41%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PERPETUAL LTD", "shares_held": "11053", "shares_changed": "-1469", "shares_changed_percentage": "-11.73%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MARCO INVESTMENT MANAGEMENT LLC", "shares_held": "11041", "shares_changed": "162", "shares_changed_percentage": "1.49%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST NATIONAL BANK OF OMAHA", "shares_held": "11040", "shares_changed": "-1420", "shares_changed_percentage": "-11.40%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STERNECK CAPITAL MANAGEMENT", "shares_held": "11034", "shares_changed": "-2256", "shares_changed_percentage": "-16.98%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CLIFTONLARSONALLEN WEALTH ADVISORS", "shares_held": "11009", "shares_changed": "11009", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MARKS GROUP WEALTH MANAGEMENT", "shares_held": "10971", "shares_changed": "463", "shares_changed_percentage": "4.41%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BAER INVESTMENT ADVISORY LLC", "shares_held": "10956", "shares_changed": "-1325", "shares_changed_percentage": "-10.79%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TORTUGA WEALTH MANAGEMENT", "shares_held": "10922", "shares_changed": "1178", "shares_changed_percentage": "12.09%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HIGHPOINT ADVISOR GROUP LLC", "shares_held": "10912", "shares_changed": "1470", "shares_changed_percentage": "15.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PEGASUS ASSET MANAGEMENT", "shares_held": "10906", "shares_changed": "8001", "shares_changed_percentage": "275.42%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PALLAS CAPITAL ADVISORS LLC", "shares_held": "10865", "shares_changed": "4064", "shares_changed_percentage": "59.76%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALTERNATIVE INVESTMENT ADVISORS", "shares_held": "10835", "shares_changed": "-6", "shares_changed_percentage": "-0.06%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "TOWNE TRUST COMPANY", "shares_held": "10832", "shares_changed": "-140", "shares_changed_percentage": "-1.28%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BAHL & GAYNOR LLC", "shares_held": "10820", "shares_changed": "-109", "shares_changed_percentage": "-1.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "JOURNEY ADVISORY GROUP", "shares_held": "10819", "shares_changed": "1895", "shares_changed_percentage": "21.23%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JAFFETILCHIN INVESTMENT PARTNERS", "shares_held": "10810", "shares_changed": "-5851", "shares_changed_percentage": "-35.12%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "OPTIMIZE FINANCIAL INC.", "shares_held": "10789", "shares_changed": "-37", "shares_changed_percentage": "-0.34%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SOUND CAPITAL SOLUTIONS LLC", "shares_held": "10789", "shares_changed": "10789", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SIERRA SUMMIT ADVISORS LLC", "shares_held": "10780", "shares_changed": "392", "shares_changed_percentage": "3.77%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "IRONWOOD FINANCIAL", "shares_held": "10776", "shares_changed": "199", "shares_changed_percentage": "1.88%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FINEMARK NATIONAL BANK & TRUST", "shares_held": "10773", "shares_changed": "55", "shares_changed_percentage": "0.51%", "change_type": "increased", "last_reported": "2025-12-31" }, { "holder_name": "IPSWICH INVESTMENT MANAGEMENT CO.", "shares_held": "10705", "shares_changed": "-28", "shares_changed_percentage": "-0.26%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RNC CAPITAL MANAGEMENT LLC", "shares_held": "10689", "shares_changed": "-5431", "shares_changed_percentage": "-33.69%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "QUEST INVESTMENT MANAGEMENT LLC", "shares_held": "10684", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "GLOBAL FINANCIAL PRIVATE CLIENT", "shares_held": "10677", "shares_changed": "162", "shares_changed_percentage": "1.54%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INVESTRUST", "shares_held": "10619", "shares_changed": "-381", "shares_changed_percentage": "-3.46%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NAVITER WEALTH", "shares_held": "10596", "shares_changed": "2151", "shares_changed_percentage": "25.47%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OLD NORTH STATE TRUST", "shares_held": "10595", "shares_changed": "386", "shares_changed_percentage": "3.78%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "XCELSIOR ADVISOR PARTNERS LLC", "shares_held": "10593", "shares_changed": "5566", "shares_changed_percentage": "110.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ROBLE", "shares_held": "10592", "shares_changed": "2", "shares_changed_percentage": "0.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COZAD ASSET MANAGEMENT INC", "shares_held": "10589", "shares_changed": "205", "shares_changed_percentage": "1.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALPENGLOBAL CAPITAL LLC", "shares_held": "10582", "shares_changed": "2081", "shares_changed_percentage": "24.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ROFFMAN MILLER ASSOCIATES INC", "shares_held": "10580", "shares_changed": "1680", "shares_changed_percentage": "18.88%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AVIDIAN WEALTH ENTERPRISES", "shares_held": "10579", "shares_changed": "388", "shares_changed_percentage": "3.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BANK OF NEW HAMPSHIRE", "shares_held": "10572", "shares_changed": "35", "shares_changed_percentage": "0.33%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LINEWEAVER WEALTH ADVISORS", "shares_held": "10563", "shares_changed": "1005", "shares_changed_percentage": "10.52%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SIGNET FINANCIAL MANAGEMENT", "shares_held": "10536", "shares_changed": "167", "shares_changed_percentage": "1.61%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "CAPTION MANAGEMENT", "shares_held": "10500", "shares_changed": "10500", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "FULCRUM WEALTH ADVISORS", "shares_held": "10462", "shares_changed": "-3007", "shares_changed_percentage": "-22.32%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COMPASS ION ADVISORS", "shares_held": "10424", "shares_changed": "-257", "shares_changed_percentage": "-2.41%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ATLANTA CONSULTING GROUP ADVISORS", "shares_held": "10421", "shares_changed": "8669", "shares_changed_percentage": "494.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FINANCIAL ENGINES ADVISORS L.L.C.", "shares_held": "10410", "shares_changed": "-575", "shares_changed_percentage": "-5.23%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "O'DOMHNAILL ENTERPRISES", "shares_held": "10397", "shares_changed": "5395", "shares_changed_percentage": "107.86%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BOOTHE INVESTMENT GROUP", "shares_held": "10393", "shares_changed": "2387", "shares_changed_percentage": "29.82%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PARAGON PRIVATE WEALTH MANAGEMENT", "shares_held": "10389", "shares_changed": "-1392", "shares_changed_percentage": "-11.82%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KOENIG INVESTMENT ADVISORY", "shares_held": "10382", "shares_changed": "-12", "shares_changed_percentage": "-0.12%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MIDFIRST BANK", "shares_held": "10379", "shares_changed": "349", "shares_changed_percentage": "3.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRUST ASSET MANAGEMENT LLC", "shares_held": "10363", "shares_changed": "110", "shares_changed_percentage": "1.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VERITION FUND MANAGEMENT LLC", "shares_held": "10344", "shares_changed": "8360", "shares_changed_percentage": "421.37%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PEDDOCK CAPITAL ADVISORS", "shares_held": "10332", "shares_changed": "207", "shares_changed_percentage": "2.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EAGLE STRATEGIES LLC", "shares_held": "10320", "shares_changed": "245", "shares_changed_percentage": "2.43%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TOWER BRIDGE ADVISORS", "shares_held": "10289", "shares_changed": "251", "shares_changed_percentage": "2.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SCHULHOFF & CO INC", "shares_held": "10274", "shares_changed": "-150", "shares_changed_percentage": "-1.44%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ADVISORY ALPHA", "shares_held": "10236", "shares_changed": "-233", "shares_changed_percentage": "-2.23%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WESTHAMPTON CAPITAL", "shares_held": "10235", "shares_changed": "-101", "shares_changed_percentage": "-0.98%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CULBERTSON A N & CO INC", "shares_held": "10228", "shares_changed": "-1062", "shares_changed_percentage": "-9.41%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PERFORMANCE WEALTH PARTNERS", "shares_held": "10220", "shares_changed": "71", "shares_changed_percentage": "0.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GREY LEDGE ADVISORS", "shares_held": "10201", "shares_changed": "-1472", "shares_changed_percentage": "-12.61%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HILLTOP WEALTH ADVISORS", "shares_held": "10175", "shares_changed": "-79", "shares_changed_percentage": "-0.77%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PHYSICIANS FINANCIAL SERVICES", "shares_held": "10161", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "WEALTH GROUP", "shares_held": "10161", "shares_changed": "7486", "shares_changed_percentage": "279.85%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TFC FINANCIAL MANAGEMENT", "shares_held": "10159", "shares_changed": "-2311", "shares_changed_percentage": "-18.53%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FAGAN ASSOCIATES", "shares_held": "10145", "shares_changed": "785", "shares_changed_percentage": "8.39%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DORSEY & WHITNEY TRUST CO LLC", "shares_held": "10143", "shares_changed": "614", "shares_changed_percentage": "6.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "UHLMANN PRICE SECURITIES", "shares_held": "10115", "shares_changed": "2014", "shares_changed_percentage": "24.86%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INDEPENDENT SOLUTIONS WEALTH MANAGEMENT", "shares_held": "10099", "shares_changed": "265", "shares_changed_percentage": "2.69%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "UNCOMMON CENTS INVESTING INC", "shares_held": "10084", "shares_changed": "692", "shares_changed_percentage": "7.37%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HODGES CAPITAL MANAGEMENT INC.", "shares_held": "10077", "shares_changed": "-11500", "shares_changed_percentage": "-53.30%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PROVIDENCE WEALTH ADVISORS", "shares_held": "10072", "shares_changed": "-23", "shares_changed_percentage": "-0.23%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DIVERSIFIED ENTERPRISES", "shares_held": "10061", "shares_changed": "-2", "shares_changed_percentage": "-0.02%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COMPOSITION WEALTH", "shares_held": "10052", "shares_changed": "3680", "shares_changed_percentage": "57.75%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HAMEL ASSOCIATES", "shares_held": "10039", "shares_changed": "119", "shares_changed_percentage": "1.20%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRIVIUM POINT ADVISORY", "shares_held": "10025", "shares_changed": "3534", "shares_changed_percentage": "54.45%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PALUMBO WEALTH MANAGEMENT LLC", "shares_held": "10024", "shares_changed": "-108", "shares_changed_percentage": "-1.07%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GAME CREEK CAPITAL", "shares_held": "10015", "shares_changed": "-3535", "shares_changed_percentage": "-26.09%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DEETER INVESTMENTS LLP", "shares_held": "10000", "shares_changed": "10000", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2025-12-31" }, { "holder_name": "WESTPORT ASSET MANAGEMENT INC", "shares_held": "10000", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "GENERALI INVESTMENTS", "shares_held": "9942", "shares_changed": "-1872", "shares_changed_percentage": "-15.85%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DAVIS R M INC", "shares_held": "9938", "shares_changed": "62", "shares_changed_percentage": "0.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BRIDGEWATER ADVISORS INC.", "shares_held": "9932", "shares_changed": "-356", "shares_changed_percentage": "-3.46%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RIGGS ASSET MANAGMENT CO. INC.", "shares_held": "9930", "shares_changed": "-2310", "shares_changed_percentage": "-18.87%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CFS INVESTMENT ADVISORY SERVICES", "shares_held": "9925", "shares_changed": "-339", "shares_changed_percentage": "-3.30%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TRUST POINT INC.", "shares_held": "9914", "shares_changed": "1993", "shares_changed_percentage": "25.16%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BECKER CAPITAL MANAGEMENT INC", "shares_held": "9870", "shares_changed": "38", "shares_changed_percentage": "0.39%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SEAMOUNT FINANCIAL GROUP INC", "shares_held": "9863", "shares_changed": "33", "shares_changed_percentage": "0.34%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ROBERTSON STEPHENS WEALTH MANAGEMENT", "shares_held": "9851", "shares_changed": "186", "shares_changed_percentage": "1.92%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OPTIMIST RETIREMENT GROUP LLC", "shares_held": "9845", "shares_changed": "91", "shares_changed_percentage": "0.93%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TREK FINANCIAL", "shares_held": "9833", "shares_changed": "8137", "shares_changed_percentage": "479.78%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INTELLECTUS PARTNERS", "shares_held": "9810", "shares_changed": "3175", "shares_changed_percentage": "47.85%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALPHA CUBED INVESTMENTS", "shares_held": "9797", "shares_changed": "-479", "shares_changed_percentage": "-4.66%", "change_type": "decreased", "last_reported": "2025-12-31" }, { "holder_name": "ESSEX LLC", "shares_held": "9788", "shares_changed": "134", "shares_changed_percentage": "1.39%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CORNERSTONE ENTERPRISES", "shares_held": "9786", "shares_changed": "-10505", "shares_changed_percentage": "-51.77%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TICINO WEALTH", "shares_held": "9782", "shares_changed": "107", "shares_changed_percentage": "1.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KURV INVESTMENT MANAGEMENT LLC", "shares_held": "9775", "shares_changed": "1196", "shares_changed_percentage": "13.94%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TD PRIVATE CLIENT WEALTH LLC", "shares_held": "9773", "shares_changed": "-8100", "shares_changed_percentage": "-45.32%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SACKS & ASSOCIATES", "shares_held": "9717", "shares_changed": "67", "shares_changed_percentage": "0.69%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PARCION PRIVATE WEALTH LLC", "shares_held": "9715", "shares_changed": "759", "shares_changed_percentage": "8.47%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KCM INVESTMENT ADVISORS LLC", "shares_held": "9711", "shares_changed": "213", "shares_changed_percentage": "2.24%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INSCRIPTION CAPITAL", "shares_held": "9700", "shares_changed": "388", "shares_changed_percentage": "4.17%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MENDEL CAPITAL MANAGEMENT LLC", "shares_held": "9687", "shares_changed": "-55", "shares_changed_percentage": "-0.56%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "M. KRAUS & CO", "shares_held": "9685", "shares_changed": "-20", "shares_changed_percentage": "-0.21%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NICHOLAS HOFFMAN & COMPANY", "shares_held": "9658", "shares_changed": "-734", "shares_changed_percentage": "-7.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PATHFINDER WEALTH CONSULTING", "shares_held": "9657", "shares_changed": "45", "shares_changed_percentage": "0.47%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "FREC MARKETS", "shares_held": "9655", "shares_changed": "2931", "shares_changed_percentage": "43.59%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WAGNER WEALTH MANAGEMENT", "shares_held": "9648", "shares_changed": "184", "shares_changed_percentage": "1.94%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AVESTAR CAPITAL", "shares_held": "9641", "shares_changed": "3757", "shares_changed_percentage": "63.85%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CANE CAPITAL PARTNERS", "shares_held": "9612", "shares_changed": "4854", "shares_changed_percentage": "102.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MEADOWBROOK ADVISORS GROUP", "shares_held": "9608", "shares_changed": "-94", "shares_changed_percentage": "-0.97%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CURAT GLOBAL", "shares_held": "9567", "shares_changed": "3905", "shares_changed_percentage": "68.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STRATEGIC BLUEPRINT", "shares_held": "9547", "shares_changed": "-24", "shares_changed_percentage": "-0.25%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ACCURATE WEALTH MANAGEMENT", "shares_held": "9496", "shares_changed": "1088", "shares_changed_percentage": "12.94%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KINTRA WEALTH", "shares_held": "9495", "shares_changed": "626", "shares_changed_percentage": "7.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BFSG", "shares_held": "9494", "shares_changed": "259", "shares_changed_percentage": "2.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FORTIS GROUP ADVISORS", "shares_held": "9493", "shares_changed": "-361", "shares_changed_percentage": "-3.66%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "C2P CAPITAL ADVISORY GROUP", "shares_held": "9491", "shares_changed": "-226", "shares_changed_percentage": "-2.33%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MONTECITO BANK & TRUST", "shares_held": "9491", "shares_changed": "-370", "shares_changed_percentage": "-3.75%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ADVISOR OS", "shares_held": "9485", "shares_changed": "-1079", "shares_changed_percentage": "-10.21%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VCI WEALTH MANAGEMENT LLC", "shares_held": "9451", "shares_changed": "9451", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SIGNAL ADVISORS WEALTH", "shares_held": "9450", "shares_changed": "7338", "shares_changed_percentage": "347.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KESSLER INVESTMENT GROUP", "shares_held": "9449", "shares_changed": "-46", "shares_changed_percentage": "-0.48%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CITIZENS NATIONAL BANK TRUST DEPARTMENT", "shares_held": "9444", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "O'ROURKE & COMPANY", "shares_held": "9425", "shares_changed": "-92", "shares_changed_percentage": "-0.97%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "INTEGRITY WEALTH ADVISORS", "shares_held": "9405", "shares_changed": "3563", "shares_changed_percentage": "60.99%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "BRIDGES INVESTMENT MANAGEMENT INC", "shares_held": "9393", "shares_changed": "46", "shares_changed_percentage": "0.49%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NILSINE PARTNERS", "shares_held": "9383", "shares_changed": "127", "shares_changed_percentage": "1.37%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JAMES INVESTMENT RESEARCH", "shares_held": "9339", "shares_changed": "1997", "shares_changed_percentage": "27.20%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CHICAGO TRUST CO NA", "shares_held": "9322", "shares_changed": "-51", "shares_changed_percentage": "-0.54%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GRANITE ISLANDS PRIVATE WEALTH", "shares_held": "9313", "shares_changed": "177", "shares_changed_percentage": "1.94%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ASCENT WEALTH PARTNERS", "shares_held": "9311", "shares_changed": "1818", "shares_changed_percentage": "24.26%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ELM PARTNERS MANAGEMENT LLC", "shares_held": "9303", "shares_changed": "-1074", "shares_changed_percentage": "-10.35%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ROUNDANGLE ADVISORS LLC", "shares_held": "9279", "shares_changed": "36", "shares_changed_percentage": "0.39%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "FORT SHERIDAN ADVISORS LLC", "shares_held": "9263", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "HOME FEDERAL BANK OF TENNESSEE", "shares_held": "9246", "shares_changed": "1060", "shares_changed_percentage": "12.95%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LINDEN THOMAS ADVISORY SERVICES", "shares_held": "9212", "shares_changed": "585", "shares_changed_percentage": "6.78%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LUTS & GREENLEIGH GROUP", "shares_held": "9188", "shares_changed": "369", "shares_changed_percentage": "4.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SILVANT CAPITAL MANAGEMENT LLC", "shares_held": "9172", "shares_changed": "-4069", "shares_changed_percentage": "-30.73%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PECK WEALTH MANAGEMENT", "shares_held": "9165", "shares_changed": "-300", "shares_changed_percentage": "-3.17%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ALTMAN ADVISORS", "shares_held": "9157", "shares_changed": "-79", "shares_changed_percentage": "-0.85%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MARSHALL FINANCIAL GROUP", "shares_held": "9156", "shares_changed": "8184", "shares_changed_percentage": "841.98%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "REGISTER FINANCIAL ADVISORS LLC", "shares_held": "9153", "shares_changed": "2252", "shares_changed_percentage": "32.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BAY COLONY ADVISORY GROUP", "shares_held": "9141", "shares_changed": "328", "shares_changed_percentage": "3.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CAMBRIA INVESTMENT MANAGEMENT", "shares_held": "9131", "shares_changed": "4429", "shares_changed_percentage": "94.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GROVE BANK & TRUST", "shares_held": "9117", "shares_changed": "185", "shares_changed_percentage": "2.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GEN-WEALTH PARTNERS INC", "shares_held": "9073", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FUND ADVISORS OF AMERICA INC", "shares_held": "9070", "shares_changed": "-259", "shares_changed_percentage": "-2.78%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COOPER FINANCIAL GROUP", "shares_held": "9052", "shares_changed": "-1559", "shares_changed_percentage": "-14.69%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SIPPICAN CAPITAL ADVISORS", "shares_held": "9023", "shares_changed": "7984", "shares_changed_percentage": "768.43%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GARNER ASSET MANAGEMENT CORP", "shares_held": "9018", "shares_changed": "-438", "shares_changed_percentage": "-4.63%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ROBBINS FARLEY", "shares_held": "9016", "shares_changed": "167", "shares_changed_percentage": "1.89%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TIAA WEALTH INVESTMENT MANAGEMENT LLC", "shares_held": "8996", "shares_changed": "1739", "shares_changed_percentage": "23.96%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "THIRD VIEW PRIVATE WEALTH", "shares_held": "8995", "shares_changed": "113", "shares_changed_percentage": "1.27%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CPC ADVISORS", "shares_held": "8982", "shares_changed": "138", "shares_changed_percentage": "1.56%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BOYD WATTERSON ASSET MANAGEMENT LLC", "shares_held": "8980", "shares_changed": "1589", "shares_changed_percentage": "21.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CAPITAL ASSET ADVISORY SERVICES LLC", "shares_held": "8968", "shares_changed": "233", "shares_changed_percentage": "2.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "IKE CAPITAL", "shares_held": "8964", "shares_changed": "8964", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2025-12-31" }, { "holder_name": "BANK PICTET & CIE", "shares_held": "8955", "shares_changed": "3025", "shares_changed_percentage": "51.01%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TILIA FIDUCIARY PARTNERS", "shares_held": "8945", "shares_changed": "494", "shares_changed_percentage": "5.84%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DAVIDSON CAPITAL MANAGEMENT INC.", "shares_held": "8933", "shares_changed": "3923", "shares_changed_percentage": "78.30%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INVESTORS ASSET MANAGEMENT OF GEORGIA INC", "shares_held": "8899", "shares_changed": "198", "shares_changed_percentage": "2.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SAGEVIEW ADVISORY GROUP", "shares_held": "8889", "shares_changed": "-508", "shares_changed_percentage": "-5.41%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CHECCHI CAPITAL ADVISERS", "shares_held": "8876", "shares_changed": "-300", "shares_changed_percentage": "-3.27%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FAIRFIELD", "shares_held": "8864", "shares_changed": "1409", "shares_changed_percentage": "18.90%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GATEWAY INVESTMENT ADVISERS LLC", "shares_held": "8858", "shares_changed": "-93103", "shares_changed_percentage": "-91.31%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CIGNA INVESTMENTS INC", "shares_held": "8857", "shares_changed": "-11", "shares_changed_percentage": "-0.12%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAROLINA WEALTH ADVISORS", "shares_held": "8853", "shares_changed": "84", "shares_changed_percentage": "0.96%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HILLTOP NATIONAL BANK", "shares_held": "8847", "shares_changed": "-44", "shares_changed_percentage": "-0.49%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ROWLANDMILLER & PARTNERS.ADV", "shares_held": "8847", "shares_changed": "2905", "shares_changed_percentage": "48.89%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PARISI GRAY WEALTH MANAGEMENT", "shares_held": "8833", "shares_changed": "58", "shares_changed_percentage": "0.66%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LION STREET ADVISORS", "shares_held": "8812", "shares_changed": "2302", "shares_changed_percentage": "35.36%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "QTRON INVESTMENTS LLC", "shares_held": "8811", "shares_changed": "-1574", "shares_changed_percentage": "-15.16%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EVELYN PARTNERS INVESTMENT MANAGEMENT LLP", "shares_held": "8809", "shares_changed": "-85", "shares_changed_percentage": "-0.96%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "KARRAS COMPANY", "shares_held": "8782", "shares_changed": "230", "shares_changed_percentage": "2.69%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INSPIRE ADVISORS", "shares_held": "8777", "shares_changed": "1973", "shares_changed_percentage": "29.00%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DILIGENT INVESTORS", "shares_held": "8750", "shares_changed": "30", "shares_changed_percentage": "0.34%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CLEARSTEAD TRUST", "shares_held": "8744", "shares_changed": "-600", "shares_changed_percentage": "-6.42%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TRUST INVESTMENT ADVISORS", "shares_held": "8743", "shares_changed": "-18", "shares_changed_percentage": "-0.20%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SIVIA CAPITAL PARTNERS", "shares_held": "8739", "shares_changed": "2708", "shares_changed_percentage": "44.90%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EVELYN PARTNERS GROUP LTD", "shares_held": "8736", "shares_changed": "8736", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MERIDIAN INVESTMENT COUNSEL INC.", "shares_held": "8728", "shares_changed": "-130", "shares_changed_percentage": "-1.47%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "OPINICUS CAPITAL", "shares_held": "8728", "shares_changed": "92", "shares_changed_percentage": "1.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NEWMAN DIGNAN & SHEERAR", "shares_held": "8712", "shares_changed": "-60", "shares_changed_percentage": "-0.68%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ROSSMORE PRIVATE CAPITAL", "shares_held": "8711", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "KEY CLIENT FIDUCIARY ADVISORS", "shares_held": "8707", "shares_changed": "139", "shares_changed_percentage": "1.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INVESTMENT PARTNERS ASSET MANAGEMENT", "shares_held": "8694", "shares_changed": "-312", "shares_changed_percentage": "-3.46%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "M&G PLC", "shares_held": "8694", "shares_changed": "1564", "shares_changed_percentage": "21.93%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EFG INTERNATIONAL AG", "shares_held": "8693", "shares_changed": "7829", "shares_changed_percentage": "906.13%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MAINSTAY CAPITAL MANAGEMENT LLC", "shares_held": "8683", "shares_changed": "491", "shares_changed_percentage": "5.99%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BKM WEALTH MANAGEMENT", "shares_held": "8673", "shares_changed": "309", "shares_changed_percentage": "3.69%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FOUNDERS FINANCIAL ALLIANCE", "shares_held": "8670", "shares_changed": "-65", "shares_changed_percentage": "-0.74%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PAVION BLUE CAPITAL", "shares_held": "8649", "shares_changed": "-22", "shares_changed_percentage": "-0.25%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CIDEL ASSET MANAGEMENT INC", "shares_held": "8644", "shares_changed": "347", "shares_changed_percentage": "4.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SANDBOX FINANCIAL PARTNERS", "shares_held": "8634", "shares_changed": "-335", "shares_changed_percentage": "-3.73%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "TOMPKINS FINANCIAL CORP", "shares_held": "8574", "shares_changed": "-165", "shares_changed_percentage": "-1.89%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NVEST FINANCIAL", "shares_held": "8564", "shares_changed": "6218", "shares_changed_percentage": "265.05%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIDUCIARY GROUP", "shares_held": "8557", "shares_changed": "3", "shares_changed_percentage": "0.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SAX WEALTH ADVISORS", "shares_held": "8550", "shares_changed": "1702", "shares_changed_percentage": "24.85%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COOKSON PEIRCE & CO INC", "shares_held": "8540", "shares_changed": "1512", "shares_changed_percentage": "21.51%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CONCENTRIC CAPITAL STRATEGIES", "shares_held": "8533", "shares_changed": "7302", "shares_changed_percentage": "593.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VAUGHAN DAVID INVESTMENTS LLC", "shares_held": "8526", "shares_changed": "-70", "shares_changed_percentage": "-0.81%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KEYSTONE FINANCIAL PLANNING", "shares_held": "8519", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "EVENTIDE ASSET MANAGEMENT", "shares_held": "8493", "shares_changed": "8493", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "RICHARDS", "shares_held": "8461", "shares_changed": "471", "shares_changed_percentage": "5.89%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MOSAIC FAMILY WEALTH PARTNERS", "shares_held": "8452", "shares_changed": "1559", "shares_changed_percentage": "22.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INMAN JAGER WEALTH MANAGEMENT", "shares_held": "8433", "shares_changed": "391", "shares_changed_percentage": "4.86%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AULL & MONROE INVESTMENT MANAGEMENT CORP", "shares_held": "8424", "shares_changed": "20", "shares_changed_percentage": "0.24%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SIGNATURE WEALTH MANAGEMENT GROUP", "shares_held": "8399", "shares_changed": "-41", "shares_changed_percentage": "-0.49%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "CAPITAL CITY TRUST CO", "shares_held": "8394", "shares_changed": "-184", "shares_changed_percentage": "-2.15%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST CITY CAPITAL MANAGEMENT", "shares_held": "8390", "shares_changed": "93", "shares_changed_percentage": "1.12%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CORRADO ADVISORS", "shares_held": "8371", "shares_changed": "23", "shares_changed_percentage": "0.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SEACREST WEALTH MANAGEMENT", "shares_held": "8369", "shares_changed": "-699", "shares_changed_percentage": "-7.71%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "THRIVE WEALTH MANAGEMENT", "shares_held": "8366", "shares_changed": "-91", "shares_changed_percentage": "-1.08%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ANCHOR INVESTMENT MANAGEMENT", "shares_held": "8355", "shares_changed": "60", "shares_changed_percentage": "0.72%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "CENTENNIAL WEALTH ADVISORY LLC", "shares_held": "8351", "shares_changed": "-2111", "shares_changed_percentage": "-20.18%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BLUE EDGE CAPITAL", "shares_held": "8340", "shares_changed": "24", "shares_changed_percentage": "0.29%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CALAMOS WEALTH MANAGEMENT LLC", "shares_held": "8319", "shares_changed": "79", "shares_changed_percentage": "0.96%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WESPAC ADVISORS SOCAL", "shares_held": "8306", "shares_changed": "63", "shares_changed_percentage": "0.76%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EVOLVE PRIVATE WEALTH", "shares_held": "8299", "shares_changed": "-22977", "shares_changed_percentage": "-73.47%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MIRABAUD ASSET MANAGEMENT LTD", "shares_held": "8298", "shares_changed": "2471", "shares_changed_percentage": "42.41%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CORNERSTONE SELECT ADVISORS", "shares_held": "8293", "shares_changed": "1068", "shares_changed_percentage": "14.78%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CALDWELL SUTTER CAPITAL", "shares_held": "8292", "shares_changed": "38", "shares_changed_percentage": "0.46%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OMNISTAR FINANCIAL GROUP", "shares_held": "8288", "shares_changed": "731", "shares_changed_percentage": "9.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EXENCIAL WEALTH ADVISORS", "shares_held": "8276", "shares_changed": "402", "shares_changed_percentage": "5.11%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "WENDELL DAVID ASSOCIATES INC", "shares_held": "8235", "shares_changed": "-22", "shares_changed_percentage": "-0.27%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RED SPRUCE CAPITAL", "shares_held": "8224", "shares_changed": "137", "shares_changed_percentage": "1.69%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TEXAS YALE CAPITAL CORP.", "shares_held": "8221", "shares_changed": "150", "shares_changed_percentage": "1.86%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ADIRONDACK TRUST CO", "shares_held": "8214", "shares_changed": "-68", "shares_changed_percentage": "-0.82%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NICHOLS & PRATT ADVISERS LLP", "shares_held": "8203", "shares_changed": "-85", "shares_changed_percentage": "-1.03%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HUDOCK", "shares_held": "8190", "shares_changed": "-110", "shares_changed_percentage": "-1.32%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CARL P. SHERR & CO.", "shares_held": "8182", "shares_changed": "3", "shares_changed_percentage": "0.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ROCKLAND TRUST CO", "shares_held": "8150", "shares_changed": "-547", "shares_changed_percentage": "-6.29%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WESTPAC BANKING CORP", "shares_held": "8100", "shares_changed": "7177", "shares_changed_percentage": "777.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STRATOS WEALTH ADVISORS", "shares_held": "8096", "shares_changed": "-60", "shares_changed_percentage": "-0.74%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SOLTIS INVESTMENT ADVISORS LLC", "shares_held": "8092", "shares_changed": "904", "shares_changed_percentage": "12.58%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ROXBURY FINANCIAL LLC", "shares_held": "8087", "shares_changed": "-117", "shares_changed_percentage": "-1.43%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WATERLOO CAPITAL", "shares_held": "8081", "shares_changed": "1180", "shares_changed_percentage": "17.10%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ONYX BRIDGE WEALTH GROUP LLC", "shares_held": "8079", "shares_changed": "31", "shares_changed_percentage": "0.39%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PINGORA PARTNERS LLC", "shares_held": "8070", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BURNHAM & CO LLC", "shares_held": "8047", "shares_changed": "8047", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PENOBSCOT INVESTMENT MANAGEMENT COMPANY", "shares_held": "8010", "shares_changed": "-94", "shares_changed_percentage": "-1.16%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ARGENTARII", "shares_held": "8002", "shares_changed": "-288", "shares_changed_percentage": "-3.47%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DUNCKER STREETT & CO INC", "shares_held": "7990", "shares_changed": "-14", "shares_changed_percentage": "-0.17%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ACCESS FINANCIAL SERVICES", "shares_held": "7974", "shares_changed": "3172", "shares_changed_percentage": "66.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST NATIONAL BANK & TRUST CO OF NEWTOWN", "shares_held": "7969", "shares_changed": "12", "shares_changed_percentage": "0.15%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RICHARD BERNSTEIN ADVISORS LLC", "shares_held": "7962", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-03-31" }, { "holder_name": "CLARK FINANCIAL SERVICES GROUP INC", "shares_held": "7953", "shares_changed": "110", "shares_changed_percentage": "1.40%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FAS WEALTH PARTNERS", "shares_held": "7945", "shares_changed": "347", "shares_changed_percentage": "4.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AFFINITY INVESTMENT ADVISORS", "shares_held": "7892", "shares_changed": "-92", "shares_changed_percentage": "-1.15%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SHULMAN DEMEO ASSET MANAGEMENT LLC", "shares_held": "7882", "shares_changed": "14", "shares_changed_percentage": "0.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DESTINATION WEALTH MANAGEMENT", "shares_held": "7869", "shares_changed": "-146", "shares_changed_percentage": "-1.82%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TMB CAPITAL PARTNERS", "shares_held": "7855", "shares_changed": "904", "shares_changed_percentage": "13.01%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INDIVISIBLE PARTNERS", "shares_held": "7846", "shares_changed": "1288", "shares_changed_percentage": "19.64%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LITTLE HOUSE CAPITAL LLC", "shares_held": "7839", "shares_changed": "-2067", "shares_changed_percentage": "-20.87%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "AVIOR WEALTH MANAGEMENT", "shares_held": "7829", "shares_changed": "128", "shares_changed_percentage": "1.66%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STERLING CAPITAL MANAGEMENT LLC", "shares_held": "7776", "shares_changed": "5973", "shares_changed_percentage": "331.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KRILOGY FINANCIAL LLC", "shares_held": "7752", "shares_changed": "2171", "shares_changed_percentage": "38.90%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MOODY NATIONAL BANK TRUST DIVISION", "shares_held": "7750", "shares_changed": "314", "shares_changed_percentage": "4.22%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRANSATLANTIQUE PRIVATE WEALTH LLC", "shares_held": "7730", "shares_changed": "223", "shares_changed_percentage": "2.97%", "change_type": "increased", "last_reported": "2025-12-31" }, { "holder_name": "WOLFF WIESE MAGANA LLC", "shares_held": "7727", "shares_changed": "5471", "shares_changed_percentage": "242.51%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WYNN CAPITAL", "shares_held": "7721", "shares_changed": "-9", "shares_changed_percentage": "-0.12%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NORTHERN FINANCIAL ADVISORS INC", "shares_held": "7720", "shares_changed": "335", "shares_changed_percentage": "4.54%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DOVER ADVISORS", "shares_held": "7717", "shares_changed": "-395", "shares_changed_percentage": "-4.87%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WARNER FINANCIAL", "shares_held": "7716", "shares_changed": "4", "shares_changed_percentage": "0.05%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SILICON VALLEY CAPITAL PARTNERS", "shares_held": "7707", "shares_changed": "1468", "shares_changed_percentage": "23.53%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "SHEPHERD KAPLAN KROCHUK", "shares_held": "7704", "shares_changed": "5185", "shares_changed_percentage": "205.84%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRITON FINANCIAL GROUP INC", "shares_held": "7704", "shares_changed": "7704", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BALDWIN INVESTMENT MANAGEMENT", "shares_held": "7699", "shares_changed": "460", "shares_changed_percentage": "6.35%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MBL WEALTH", "shares_held": "7662", "shares_changed": "-902", "shares_changed_percentage": "-10.53%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KESLER", "shares_held": "7610", "shares_changed": "21", "shares_changed_percentage": "0.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COLONIAL TRUST CO", "shares_held": "7609", "shares_changed": "72", "shares_changed_percentage": "0.95%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.", "shares_held": "7590", "shares_changed": "4183", "shares_changed_percentage": "122.78%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STRATEGIC ADVISORS LLC", "shares_held": "7587", "shares_changed": "-2405", "shares_changed_percentage": "-24.07%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MEANS INVESTMENT CO.", "shares_held": "7584", "shares_changed": "-613", "shares_changed_percentage": "-7.48%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EVERHART FINANCIAL GROUP", "shares_held": "7582", "shares_changed": "-732", "shares_changed_percentage": "-8.80%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VENTURI WEALTH MANAGEMENT", "shares_held": "7582", "shares_changed": "646", "shares_changed_percentage": "9.31%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PFG ADVISORS", "shares_held": "7569", "shares_changed": "-575", "shares_changed_percentage": "-7.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STEINBERG ASSET MANAGEMENT LLC", "shares_held": "7569", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "TRASK ADAM ROLAND", "shares_held": "7547", "shares_changed": "7547", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-03-31" }, { "holder_name": "ASAHI LIFE ASSET MANAGEMENT CO.", "shares_held": "7546", "shares_changed": "-1813", "shares_changed_percentage": "-19.37%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "INVESTMENT RESEARCH PARTNERS LLC", "shares_held": "7527", "shares_changed": "1078", "shares_changed_percentage": "16.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MOSS ADAMS WEALTH ADVISORS LLC", "shares_held": "7526", "shares_changed": "62", "shares_changed_percentage": "0.83%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SLOCUM", "shares_held": "7516", "shares_changed": "6", "shares_changed_percentage": "0.08%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "UNITED ADVISOR GROUP", "shares_held": "7495", "shares_changed": "1495", "shares_changed_percentage": "24.92%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NCM CAPITAL MANAGEMENT", "shares_held": "7478", "shares_changed": "1358", "shares_changed_percentage": "22.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CASCADE INVESTMENT GROUP", "shares_held": "7466", "shares_changed": "95", "shares_changed_percentage": "1.29%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "IFG ADVISORY", "shares_held": "7438", "shares_changed": "7438", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "TCI WEALTH ADVISORS", "shares_held": "7425", "shares_changed": "-389", "shares_changed_percentage": "-4.98%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ALTFEST L J & CO INC", "shares_held": "7387", "shares_changed": "-89", "shares_changed_percentage": "-1.19%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CWS FINANCIAL ADVISORS", "shares_held": "7362", "shares_changed": "-32", "shares_changed_percentage": "-0.43%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BIRCHBROOK", "shares_held": "7352", "shares_changed": "-71", "shares_changed_percentage": "-0.96%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PERSONAL CFO SOLUTIONS", "shares_held": "7327", "shares_changed": "-47", "shares_changed_percentage": "-0.64%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ASPEN INVESTMENT MANAGEMENT INC", "shares_held": "7323", "shares_changed": "-23", "shares_changed_percentage": "-0.31%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WOODWARD DIVERSIFIED CAPITAL", "shares_held": "7320", "shares_changed": "-31", "shares_changed_percentage": "-0.42%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MERIDIAN MANAGEMENT CO", "shares_held": "7315", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PLATFORM TECHNOLOGY PARTNERS", "shares_held": "7304", "shares_changed": "257", "shares_changed_percentage": "3.65%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BOCHK ASSET MANAGEMENT LTD", "shares_held": "7300", "shares_changed": "4700", "shares_changed_percentage": "180.77%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PARADIGM ASSET MANAGEMENT CO LLC", "shares_held": "7300", "shares_changed": "2400", "shares_changed_percentage": "48.98%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NORTHEAST INVESTMENT MANAGEMENT", "shares_held": "7268", "shares_changed": "309", "shares_changed_percentage": "4.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MATHER GROUP", "shares_held": "7263", "shares_changed": "752", "shares_changed_percentage": "11.55%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CONCORD WEALTH PARTNERS", "shares_held": "7259", "shares_changed": "-215", "shares_changed_percentage": "-2.88%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NORDEN GROUP LLC", "shares_held": "7247", "shares_changed": "-527", "shares_changed_percentage": "-6.78%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FACET WEALTH", "shares_held": "7237", "shares_changed": "-88", "shares_changed_percentage": "-1.20%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STANSBERRY ASSET MANAGEMENT", "shares_held": "7230", "shares_changed": "373", "shares_changed_percentage": "5.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PINNACLE WEALTH PLANNING SERVICES", "shares_held": "7214", "shares_changed": "-66", "shares_changed_percentage": "-0.91%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ENCORE GLOBAL MANAGEMENT", "shares_held": "7200", "shares_changed": "1200", "shares_changed_percentage": "20.00%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CAPITAL FINANCIAL GROUP INC\\CO\\", "shares_held": "7169", "shares_changed": "709", "shares_changed_percentage": "10.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TOWNSQUARE CAPITAL LLC", "shares_held": "7159", "shares_changed": "119", "shares_changed_percentage": "1.69%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ADVYZON INVESTMENT MANAGEMENT", "shares_held": "7148", "shares_changed": "250", "shares_changed_percentage": "3.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FOURPATH CAPITAL MANAGEMENT", "shares_held": "7142", "shares_changed": "80", "shares_changed_percentage": "1.13%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FEDERATED HERMES", "shares_held": "7135", "shares_changed": "-111876", "shares_changed_percentage": "-94.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WADDELL & ASSOCIATES", "shares_held": "7118", "shares_changed": "1648", "shares_changed_percentage": "30.13%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PARK CIRCLE CO", "shares_held": "7100", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MIDLAND WEALTH ADVISORS", "shares_held": "7091", "shares_changed": "365", "shares_changed_percentage": "5.43%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JUMP FINANCIAL", "shares_held": "7085", "shares_changed": "7085", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PREMIER PATH WEALTH PARTNERS", "shares_held": "7072", "shares_changed": "319", "shares_changed_percentage": "4.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RANGE FINANCIAL GROUP LLC", "shares_held": "7055", "shares_changed": "-58", "shares_changed_percentage": "-0.81%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC", "shares_held": "7054", "shares_changed": "-740", "shares_changed_percentage": "-9.49%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VALMARK ADVISERS", "shares_held": "7049", "shares_changed": "-245", "shares_changed_percentage": "-3.36%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CERTIFIED ADVISORY CORP", "shares_held": "7048", "shares_changed": "46", "shares_changed_percentage": "0.66%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BURKE & HERBERT BANK & TRUST CO", "shares_held": "7036", "shares_changed": "-1063", "shares_changed_percentage": "-13.12%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAPITAL MANAGEMENT ASSOCIATES", "shares_held": "7000", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BYRNE ASSET MANAGEMENT LLC", "shares_held": "6981", "shares_changed": "-372", "shares_changed_percentage": "-5.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BEAUMONT FINANCIAL ADVISORS", "shares_held": "6968", "shares_changed": "105", "shares_changed_percentage": "1.53%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ASPIRE GROWTH PARTNERS LLC", "shares_held": "6966", "shares_changed": "-259", "shares_changed_percentage": "-3.58%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FORTIS CAPITAL MANAGEMENT LLC", "shares_held": "6966", "shares_changed": "348", "shares_changed_percentage": "5.26%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FSM WEALTH ADVISORS", "shares_held": "6949", "shares_changed": "482", "shares_changed_percentage": "7.45%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EPG WEALTH MANAGEMENT LLC", "shares_held": "6943", "shares_changed": "-115", "shares_changed_percentage": "-1.63%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BRADY MARTZ WEALTH SOLUTIONS", "shares_held": "6926", "shares_changed": "8", "shares_changed_percentage": "0.12%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AXXION S.A.", "shares_held": "6925", "shares_changed": "6925", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PDS PLANNING", "shares_held": "6911", "shares_changed": "-88", "shares_changed_percentage": "-1.26%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PURE FINANCIAL ADVISORS", "shares_held": "6905", "shares_changed": "-657", "shares_changed_percentage": "-8.69%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ATLAS CAPITAL ADVISORS INC.", "shares_held": "6859", "shares_changed": "-276", "shares_changed_percentage": "-3.87%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DUMONT & BLAKE INVESTMENT ADVISORS LLC", "shares_held": "6855", "shares_changed": "-300", "shares_changed_percentage": "-4.19%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HARBOR INVESTMENT ADVISORY", "shares_held": "6855", "shares_changed": "-1644", "shares_changed_percentage": "-19.34%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FOCUS FINANCIAL NETWORK", "shares_held": "6854", "shares_changed": "211", "shares_changed_percentage": "3.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LEGACY FINANCIAL ADVISORS", "shares_held": "6852", "shares_changed": "482", "shares_changed_percentage": "7.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GRANITE INVESTMENT PARTNERS", "shares_held": "6848", "shares_changed": "820", "shares_changed_percentage": "13.60%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LAKE STREET PRIVATE WEALTH", "shares_held": "6845", "shares_changed": "33", "shares_changed_percentage": "0.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CASCADE FINANCIAL PARTNERS", "shares_held": "6820", "shares_changed": "13", "shares_changed_percentage": "0.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIRETRAIL INVESTMENTS PTY LTD", "shares_held": "6820", "shares_changed": "6820", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "FORTRESS FINANCIAL GROUP", "shares_held": "6794", "shares_changed": "-1396", "shares_changed_percentage": "-17.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ARVEST BANK TRUST DIVISION", "shares_held": "6792", "shares_changed": "-3007", "shares_changed_percentage": "-30.69%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "JEPPSON WEALTH MANAGEMENT", "shares_held": "6775", "shares_changed": "12", "shares_changed_percentage": "0.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MONETARY MANAGEMENT GROUP INC", "shares_held": "6772", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "TELOS CAPITAL MANAGEMENT", "shares_held": "6765", "shares_changed": "-164", "shares_changed_percentage": "-2.37%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SILVER OAK SECURITIES", "shares_held": "6763", "shares_changed": "-502", "shares_changed_percentage": "-6.91%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HOWARD CAPITAL MANAGEMENT", "shares_held": "6753", "shares_changed": "3253", "shares_changed_percentage": "92.94%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FAIRFIELD FINANCIAL ADVISORS", "shares_held": "6740", "shares_changed": "-453", "shares_changed_percentage": "-6.30%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTHPLAN PARTNERS", "shares_held": "6729", "shares_changed": "-3234", "shares_changed_percentage": "-32.46%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CLARE MARKET INVESTMENTS LLC", "shares_held": "6727", "shares_changed": "6727", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ARCHFORD CAPITAL STRATEGIES", "shares_held": "6723", "shares_changed": "-98", "shares_changed_percentage": "-1.44%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "S.E.E.D. PLANNING GROUP LLC", "shares_held": "6717", "shares_changed": "-215", "shares_changed_percentage": "-3.10%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SCIENCE & TECHNOLOGY PARTNERS", "shares_held": "6713", "shares_changed": "6713", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MARSHALL & STERLING WEALTH ADVISORS INC.", "shares_held": "6710", "shares_changed": "309", "shares_changed_percentage": "4.83%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "UNITED COMMUNITY BANK", "shares_held": "6699", "shares_changed": "91", "shares_changed_percentage": "1.38%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LAWOOD & CO", "shares_held": "6696", "shares_changed": "189", "shares_changed_percentage": "2.90%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRUE PRIVATE WEALTH ADVISORS", "shares_held": "6694", "shares_changed": "-9", "shares_changed_percentage": "-0.13%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CLARIS FINANCIAL LLC", "shares_held": "6691", "shares_changed": "-80", "shares_changed_percentage": "-1.18%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "FORTIS CAPITAL ADVISORS", "shares_held": "6688", "shares_changed": "1536", "shares_changed_percentage": "29.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GRATUS WEALTH ADVISORS", "shares_held": "6688", "shares_changed": "27", "shares_changed_percentage": "0.41%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BAYBRIDGE CAPITAL GROUP", "shares_held": "6686", "shares_changed": "614", "shares_changed_percentage": "10.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LONG RUN WEALTH ADVISORS", "shares_held": "6666", "shares_changed": "-33", "shares_changed_percentage": "-0.49%", "change_type": "decreased", "last_reported": "2025-12-31" }, { "holder_name": "ATLAS BROWN", "shares_held": "6662", "shares_changed": "-42", "shares_changed_percentage": "-0.63%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HOEY INVESTMENTS", "shares_held": "6662", "shares_changed": "-2539", "shares_changed_percentage": "-27.59%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RIDGECREST WEALTH PARTNERS", "shares_held": "6662", "shares_changed": "-1", "shares_changed_percentage": "-0.01%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KELLEHER FINANCIAL ADVISORS", "shares_held": "6640", "shares_changed": "3775", "shares_changed_percentage": "131.76%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MAINSTREAM CAPITAL MANAGEMENT LLC", "shares_held": "6637", "shares_changed": "6637", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "RTD FINANCIAL ADVISORS", "shares_held": "6633", "shares_changed": "5672", "shares_changed_percentage": "590.22%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LAUREL WEALTH ADVISORS LLC", "shares_held": "6610", "shares_changed": "59", "shares_changed_percentage": "0.90%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ARJUNA CAPITAL", "shares_held": "6604", "shares_changed": "-4910", "shares_changed_percentage": "-42.64%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BRAVE ASSET MANAGEMENT INC", "shares_held": "6593", "shares_changed": "-636", "shares_changed_percentage": "-8.80%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CONCORD ASSET MANAGEMENT", "shares_held": "6585", "shares_changed": "-317", "shares_changed_percentage": "-4.59%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EVERSOURCE WEALTH ADVISORS", "shares_held": "6578", "shares_changed": "33", "shares_changed_percentage": "0.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ANCORA ADVISORS LLC", "shares_held": "6577", "shares_changed": "-306", "shares_changed_percentage": "-4.45%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GROUPAMA ASSET MANAGMENT", "shares_held": "6571", "shares_changed": "120", "shares_changed_percentage": "1.86%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STRAIT & SOUND WEALTH MANAGEMENT LLC", "shares_held": "6554", "shares_changed": "-138", "shares_changed_percentage": "-2.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PETTYJOHN", "shares_held": "6531", "shares_changed": "-125", "shares_changed_percentage": "-1.88%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KILTER GROUP LLC", "shares_held": "6514", "shares_changed": "-12", "shares_changed_percentage": "-0.18%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ASPIRIANT", "shares_held": "6511", "shares_changed": "460", "shares_changed_percentage": "7.60%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ARTHUR M. COHEN & ASSOCIATES", "shares_held": "6508", "shares_changed": "513", "shares_changed_percentage": "8.56%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "IMPAX ASSET MANAGEMENT GROUP PLC", "shares_held": "6489", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PATTEN GROUP", "shares_held": "6477", "shares_changed": "-824", "shares_changed_percentage": "-11.29%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ELLEVEST", "shares_held": "6476", "shares_changed": "-335", "shares_changed_percentage": "-4.92%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BLONG FINANCIAL", "shares_held": "6472", "shares_changed": "70", "shares_changed_percentage": "1.09%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "XXI WEALTH", "shares_held": "6461", "shares_changed": "180", "shares_changed_percentage": "2.87%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HERITAGE WEALTH MANAGEMENT", "shares_held": "6460", "shares_changed": "6460", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CREATIVE FINANCIAL DESIGNS INC", "shares_held": "6459", "shares_changed": "111", "shares_changed_percentage": "1.75%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WHALEN WEALTH MANAGEMENT INC.", "shares_held": "6459", "shares_changed": "4424", "shares_changed_percentage": "217.40%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OLD MISSION INVESTMENT CO LLC", "shares_held": "6456", "shares_changed": "6456", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BROADWATER CAPITAL MANAGEMENT LLC", "shares_held": "6455", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MARIETTA INVESTMENT PARTNERS LLC", "shares_held": "6430", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PRENTICE WEALTH MANAGEMENT LLC", "shares_held": "6417", "shares_changed": "-463", "shares_changed_percentage": "-6.73%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MILLSTONE EVANS GROUP", "shares_held": "6407", "shares_changed": "-160", "shares_changed_percentage": "-2.44%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SALEM INVESTMENT COUNSELORS INC", "shares_held": "6404", "shares_changed": "250", "shares_changed_percentage": "4.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRADITION WEALTH MANAGEMENT", "shares_held": "6401", "shares_changed": "-275", "shares_changed_percentage": "-4.12%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "AGATE PASS INVESTMENT MANAGEMENT", "shares_held": "6393", "shares_changed": "-1000", "shares_changed_percentage": "-13.53%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAMPBELL & CO INVESTMENT ADVISER LLC", "shares_held": "6380", "shares_changed": "3609", "shares_changed_percentage": "130.24%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RWWM", "shares_held": "6378", "shares_changed": "-9", "shares_changed_percentage": "-0.14%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NORTH STAR ASSET MANAGEMENT INC", "shares_held": "6374", "shares_changed": "-23", "shares_changed_percentage": "-0.36%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DONOGHUE FORLINES LLC", "shares_held": "6353", "shares_changed": "-338", "shares_changed_percentage": "-5.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RETIREMENT PLANNING GROUP", "shares_held": "6343", "shares_changed": "-239", "shares_changed_percentage": "-3.63%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MARTINGALE ASSET MANAGEMENT L P", "shares_held": "6329", "shares_changed": "72", "shares_changed_percentage": "1.15%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ESSEX BANK", "shares_held": "6323", "shares_changed": "-117", "shares_changed_percentage": "-1.82%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ULLMANN WEALTH PARTNERS GROUP", "shares_held": "6322", "shares_changed": "336", "shares_changed_percentage": "5.61%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MJP ASSOCIATES INC", "shares_held": "6314", "shares_changed": "-1169", "shares_changed_percentage": "-15.62%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WEIK CAPITAL MANAGEMENT", "shares_held": "6308", "shares_changed": "93", "shares_changed_percentage": "1.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "IMPACT PARTNERSHIP WEALTH", "shares_held": "6306", "shares_changed": "1760", "shares_changed_percentage": "38.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ACORN WEALTH ADVISORS", "shares_held": "6295", "shares_changed": "1843", "shares_changed_percentage": "41.40%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EVERETT HARRIS & CO", "shares_held": "6285", "shares_changed": "33", "shares_changed_percentage": "0.53%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "S-BANK FUND MANAGEMENT LTD", "shares_held": "6275", "shares_changed": "-8881", "shares_changed_percentage": "-58.60%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BINGHAM PRIVATE WEALTH", "shares_held": "6273", "shares_changed": "39", "shares_changed_percentage": "0.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GARRISON POINT ADVISORS", "shares_held": "6265", "shares_changed": "-25", "shares_changed_percentage": "-0.40%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PATTEN & PATTEN INC", "shares_held": "6229", "shares_changed": "-350", "shares_changed_percentage": "-5.32%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "AMERIFLEX GROUP", "shares_held": "6213", "shares_changed": "2376", "shares_changed_percentage": "61.92%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MECHANICS FINANCIAL CORP", "shares_held": "6195", "shares_changed": "254", "shares_changed_percentage": "4.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BOSTON FAMILY OFFICE LLC", "shares_held": "6175", "shares_changed": "690", "shares_changed_percentage": "12.58%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NEW REPUBLIC CAPITAL", "shares_held": "6163", "shares_changed": "3637", "shares_changed_percentage": "143.98%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ADVISORNET FINANCIAL", "shares_held": "6139", "shares_changed": "-380", "shares_changed_percentage": "-5.83%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CATALYST FINANCIAL PARTNERS LLC", "shares_held": "6088", "shares_changed": "-6", "shares_changed_percentage": "-0.10%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "APRIO WEALTH MANAGEMENT", "shares_held": "6087", "shares_changed": "494", "shares_changed_percentage": "8.83%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CONTINUUM ADVISORY", "shares_held": "6065", "shares_changed": "664", "shares_changed_percentage": "12.29%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HARTFORD FINANCIAL MANAGEMENT INC.", "shares_held": "6064", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CULTIVAR CAPITAL", "shares_held": "6062", "shares_changed": "2", "shares_changed_percentage": "0.03%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NATURAL INVESTMENTS", "shares_held": "6050", "shares_changed": "213", "shares_changed_percentage": "3.65%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LIFEPLAN INVESTMENT ADVISORS", "shares_held": "6045", "shares_changed": "1658", "shares_changed_percentage": "37.79%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SIGNATURE ESTATE & INVESTMENT ADVISORS LLC", "shares_held": "6035", "shares_changed": "-669", "shares_changed_percentage": "-9.98%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MURPHY", "shares_held": "6033", "shares_changed": "28", "shares_changed_percentage": "0.47%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PARTHENON LLC", "shares_held": "6033", "shares_changed": "-77", "shares_changed_percentage": "-1.26%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SUPPLEMENTAL ANNUITY COLLECTIVE TRUST OF NJ", "shares_held": "6028", "shares_changed": "-301", "shares_changed_percentage": "-4.76%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HOWE & RUSLING INC", "shares_held": "6004", "shares_changed": "2178", "shares_changed_percentage": "56.93%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "IVC WEALTH ADVISORS LLC", "shares_held": "6003", "shares_changed": "-97", "shares_changed_percentage": "-1.59%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KOSHINSKI ASSET MANAGEMENT", "shares_held": "5991", "shares_changed": "400", "shares_changed_percentage": "7.15%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MIRADOR CAPITAL PARTNERS LP", "shares_held": "5973", "shares_changed": "48", "shares_changed_percentage": "0.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PBMARES WEALTH MANAGEMENT LLC", "shares_held": "5955", "shares_changed": "18", "shares_changed_percentage": "0.30%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "MCADAM", "shares_held": "5948", "shares_changed": "-37", "shares_changed_percentage": "-0.62%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "IRONWOOD INVESTMENT MANAGEMENT LLC", "shares_held": "5944", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PINNACLE WEST ASSET MANAGEMENT", "shares_held": "5940", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FREDERICK FINANCIAL CONSULTANTS", "shares_held": "5924", "shares_changed": "-248", "shares_changed_percentage": "-4.02%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PORTFOLIO DESIGN LABS", "shares_held": "5910", "shares_changed": "631", "shares_changed_percentage": "11.95%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DINUZZO PRIVATE WEALTH", "shares_held": "5907", "shares_changed": "-1", "shares_changed_percentage": "-0.02%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ASSUREDPARTNERS INVESTMENT ADVISORS", "shares_held": "5904", "shares_changed": "435", "shares_changed_percentage": "7.95%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ROUNDVIEW CAPITAL LLC", "shares_held": "5901", "shares_changed": "298", "shares_changed_percentage": "5.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC", "shares_held": "5898", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2025-09-30" }, { "holder_name": "BURFORD BROTHERS", "shares_held": "5897", "shares_changed": "151", "shares_changed_percentage": "2.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CFO CAPITAL MANAGEMENT LLC", "shares_held": "5897", "shares_changed": "-2771", "shares_changed_percentage": "-31.97%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "PEAKSHARES LLC", "shares_held": "5897", "shares_changed": "1381", "shares_changed_percentage": "30.58%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LEGAL ADVANTAGE INVESTMENTS", "shares_held": "5884", "shares_changed": "2075", "shares_changed_percentage": "54.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ANGELES WEALTH MANAGEMENT", "shares_held": "5878", "shares_changed": "763", "shares_changed_percentage": "14.92%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MWA ASSET MANAGEMENT", "shares_held": "5866", "shares_changed": "-1235", "shares_changed_percentage": "-17.39%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DESERET MUTUAL BENEFIT ADMINISTRATORS", "shares_held": "5860", "shares_changed": "-641", "shares_changed_percentage": "-9.86%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BOOTHBAY FUND MANAGEMENT", "shares_held": "5854", "shares_changed": "5854", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "HEARTLAND BANK & TRUST CO", "shares_held": "5852", "shares_changed": "-62", "shares_changed_percentage": "-1.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SMALLWOOD WEALTH INVESTMENT MANAGEMENT", "shares_held": "5831", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ACCEL WEALTH MANAGEMENT", "shares_held": "5821", "shares_changed": "-82", "shares_changed_percentage": "-1.39%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "JBR CO FINANCIAL MANAGEMENT INC", "shares_held": "5821", "shares_changed": "-422", "shares_changed_percentage": "-6.76%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WINTHROP CAPITAL MANAGEMENT", "shares_held": "5811", "shares_changed": "-33", "shares_changed_percentage": "-0.56%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SMITH THORNTON ADVISORS LLC", "shares_held": "5810", "shares_changed": "686", "shares_changed_percentage": "13.39%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALBION FINANCIAL GROUP", "shares_held": "5808", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "KEYSTONE FINANCIAL GROUP", "shares_held": "5801", "shares_changed": "69", "shares_changed_percentage": "1.20%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TEXAS BANK & TRUST CO", "shares_held": "5800", "shares_changed": "-30", "shares_changed_percentage": "-0.52%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NAVELLIER & ASSOCIATES INC", "shares_held": "5792", "shares_changed": "969", "shares_changed_percentage": "20.09%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LIVFORSAKRINGSBOLAGET SKANDIA", "shares_held": "5787", "shares_changed": "-600", "shares_changed_percentage": "-9.39%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LONGFELLOW INVESTMENT MANAGEMENT CO LLC", "shares_held": "5785", "shares_changed": "-2479", "shares_changed_percentage": "-30.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST", "shares_held": "5757", "shares_changed": "1696", "shares_changed_percentage": "41.76%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALPINE BANK WEALTH MANAGEMENT", "shares_held": "5754", "shares_changed": "1399", "shares_changed_percentage": "32.12%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WOLFSTICH CAPITAL", "shares_held": "5753", "shares_changed": "-109", "shares_changed_percentage": "-1.86%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LBMC INVESTMENT ADVISORS", "shares_held": "5743", "shares_changed": "55", "shares_changed_percentage": "0.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CROSS STAFF INVESTMENTS INC", "shares_held": "5732", "shares_changed": "27", "shares_changed_percentage": "0.47%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GRANDVIEW ASSET MANAGEMENT LLC", "shares_held": "5710", "shares_changed": "-208", "shares_changed_percentage": "-3.52%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NARUS FINANCIAL PARTNERS", "shares_held": "5704", "shares_changed": "76", "shares_changed_percentage": "1.35%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LEGACY FINANCIAL INDEPENDENT ADVISORS LLC", "shares_held": "5701", "shares_changed": "-22260", "shares_changed_percentage": "-79.61%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TURTLE CREEK WEALTH ADVISORS", "shares_held": "5698", "shares_changed": "125", "shares_changed_percentage": "2.24%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ARKFELD WEALTH STRATEGIES", "shares_held": "5694", "shares_changed": "21", "shares_changed_percentage": "0.37%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SAGEWOOD ASSET MANAGEMENT LP", "shares_held": "5693", "shares_changed": "-176", "shares_changed_percentage": "-3.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BURT WEALTH ADVISORS", "shares_held": "5691", "shares_changed": "3", "shares_changed_percentage": "0.05%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "VERUS FINANCIAL PARTNERS", "shares_held": "5690", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PERENNIAL INVESTMENT ADVISORS", "shares_held": "5673", "shares_changed": "253", "shares_changed_percentage": "4.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "REDWOOD INVESTMENT MANAGEMENT", "shares_held": "5671", "shares_changed": "-110", "shares_changed_percentage": "-1.90%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "AUSTIN PRIVATE WEALTH", "shares_held": "5667", "shares_changed": "-58", "shares_changed_percentage": "-1.01%", "change_type": "decreased", "last_reported": "2025-12-31" }, { "holder_name": "M.E. ALLISON & CO.", "shares_held": "5664", "shares_changed": "-100", "shares_changed_percentage": "-1.74%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MBA ADVISORS LLC", "shares_held": "5649", "shares_changed": "294", "shares_changed_percentage": "5.49%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC", "shares_held": "5648", "shares_changed": "-35575", "shares_changed_percentage": "-86.30%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SEABRIDGE INVESTMENT ADVISORS LLC", "shares_held": "5642", "shares_changed": "679", "shares_changed_percentage": "13.68%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TBH GLOBAL ASSET MANAGEMENT", "shares_held": "5637", "shares_changed": "-40", "shares_changed_percentage": "-0.70%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FAIRTREE ASSET MANAGEMENT", "shares_held": "5633", "shares_changed": "5633", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BRAUN STACEY ASSOCIATES INC", "shares_held": "5630", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "HERITAGE FINANCIAL SERVICES", "shares_held": "5630", "shares_changed": "814", "shares_changed_percentage": "16.90%", "change_type": "increased", "last_reported": "2025-12-31" }, { "holder_name": "WHITENER CAPITAL MANAGEMENT", "shares_held": "5602", "shares_changed": "-753", "shares_changed_percentage": "-11.85%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "QUOTIENT WEALTH PARTNERS", "shares_held": "5600", "shares_changed": "170", "shares_changed_percentage": "3.13%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTH ALLIANCE", "shares_held": "5600", "shares_changed": "-488", "shares_changed_percentage": "-8.02%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CLARO ADVISORS INC.", "shares_held": "5580", "shares_changed": "504", "shares_changed_percentage": "9.93%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NORTHWEST BANCSHARES", "shares_held": "5569", "shares_changed": "-190", "shares_changed_percentage": "-3.30%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ATHENA INVESTMENT MANAGEMENT", "shares_held": "5561", "shares_changed": "-874", "shares_changed_percentage": "-13.58%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GLOBAL TRUST WEALTH MANAGEMENT LLC", "shares_held": "5550", "shares_changed": "2384", "shares_changed_percentage": "75.30%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HAMRICK INVESTMENT COUNSEL", "shares_held": "5536", "shares_changed": "-921", "shares_changed_percentage": "-14.26%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SAN LUIS WEALTH ADVISORS LLC", "shares_held": "5527", "shares_changed": "-1", "shares_changed_percentage": "-0.02%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ANB BANK", "shares_held": "5515", "shares_changed": "-210", "shares_changed_percentage": "-3.67%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DELTA INVESTMENT MANAGEMENT", "shares_held": "5503", "shares_changed": "34", "shares_changed_percentage": "0.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WOODTRUST FINANCIAL CORP", "shares_held": "5488", "shares_changed": "-71", "shares_changed_percentage": "-1.28%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NORTHWEST & ETHICAL INVESTMENTS L.P.", "shares_held": "5466", "shares_changed": "-4326", "shares_changed_percentage": "-44.18%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SAPIENT CAPITAL LLC", "shares_held": "5463", "shares_changed": "835", "shares_changed_percentage": "18.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST FOUNDATION ADVISORS", "shares_held": "5462", "shares_changed": "417", "shares_changed_percentage": "8.27%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STOCKMAN WEALTH MANAGEMENT", "shares_held": "5462", "shares_changed": "-1229", "shares_changed_percentage": "-18.37%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COMMERCE ADVISORS", "shares_held": "5446", "shares_changed": "11", "shares_changed_percentage": "0.20%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRIUMPH CAPITAL MANAGEMENT", "shares_held": "5444", "shares_changed": "3867", "shares_changed_percentage": "245.21%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BENIN MANAGEMENT CORP", "shares_held": "5443", "shares_changed": "101", "shares_changed_percentage": "1.89%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FOX HILL WEALTH MANAGEMENT", "shares_held": "5427", "shares_changed": "-34", "shares_changed_percentage": "-0.62%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CYPRESS WEALTH SERVICES", "shares_held": "5410", "shares_changed": "-39", "shares_changed_percentage": "-0.72%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BISON WEALTH", "shares_held": "5397", "shares_changed": "114", "shares_changed_percentage": "2.16%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OAK HILL WEALTH ADVISORS", "shares_held": "5394", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2025-09-30" }, { "holder_name": "SUMMIT ASSET MANAGEMENT", "shares_held": "5373", "shares_changed": "26", "shares_changed_percentage": "0.49%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SECURED RETIREMENT ADVISORS", "shares_held": "5371", "shares_changed": "-5302", "shares_changed_percentage": "-49.68%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BRANDYWINE OAK PRIVATE WEALTH LLC", "shares_held": "5360", "shares_changed": "208", "shares_changed_percentage": "4.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CACHETECH INC.", "shares_held": "5359", "shares_changed": "2088", "shares_changed_percentage": "63.83%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HUNTLEIGH ADVISORS", "shares_held": "5347", "shares_changed": "806", "shares_changed_percentage": "17.75%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INTRUA FINANCIAL", "shares_held": "5342", "shares_changed": "326", "shares_changed_percentage": "6.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STONEX GROUP INC.", "shares_held": "5340", "shares_changed": "32", "shares_changed_percentage": "0.60%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SAGE ADVISORS", "shares_held": "5313", "shares_changed": "26", "shares_changed_percentage": "0.49%", "change_type": "increased", "last_reported": "2025-12-31" }, { "holder_name": "THOROUGHBRED FINANCIAL SERVICES", "shares_held": "5307", "shares_changed": "648", "shares_changed_percentage": "13.91%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FOUNDERS FINANCIAL SECURITIES LLC", "shares_held": "5301", "shares_changed": "-3780", "shares_changed_percentage": "-41.62%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT", "shares_held": "5296", "shares_changed": "-210", "shares_changed_percentage": "-3.81%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GDS WEALTH MANAGEMENT", "shares_held": "5289", "shares_changed": "775", "shares_changed_percentage": "17.17%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CAPSTONE FINANCIAL ADVISORS", "shares_held": "5283", "shares_changed": "31", "shares_changed_percentage": "0.59%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MASSACHUSETTS WEALTH MANAGEMENT", "shares_held": "5248", "shares_changed": "85", "shares_changed_percentage": "1.65%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MATRIX TRUST CO", "shares_held": "5248", "shares_changed": "-215", "shares_changed_percentage": "-3.94%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTH QUARTERBACK LLC", "shares_held": "5246", "shares_changed": "216", "shares_changed_percentage": "4.29%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STABLEPOINT PARTNERS", "shares_held": "5231", "shares_changed": "30", "shares_changed_percentage": "0.58%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NORDWAND ADVISORS", "shares_held": "5220", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ARMSTRONG", "shares_held": "5200", "shares_changed": "-79", "shares_changed_percentage": "-1.50%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NORTH DALLAS BANK & TRUST CO", "shares_held": "5194", "shares_changed": "80", "shares_changed_percentage": "1.56%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CUMBERLAND PARTNERS LTD", "shares_held": "5180", "shares_changed": "5180", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MANCHESTER CAPITAL MANAGEMENT LLC", "shares_held": "5174", "shares_changed": "71", "shares_changed_percentage": "1.39%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PRESPER FINANCIAL ARCHITECTS", "shares_held": "5166", "shares_changed": "-10", "shares_changed_percentage": "-0.19%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIRSTWAVE CAPITAL MANAGEMENT LLC", "shares_held": "5162", "shares_changed": "5162", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "NWF ADVISORY SERVICES INC.", "shares_held": "5161", "shares_changed": "2926", "shares_changed_percentage": "130.92%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WALDRON PRIVATE WEALTH LLC", "shares_held": "5160", "shares_changed": "157", "shares_changed_percentage": "3.14%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HOXTON PLANNING & MANAGEMENT", "shares_held": "5157", "shares_changed": "-45", "shares_changed_percentage": "-0.86%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MOUNT VERNON ASSOCIATES INC", "shares_held": "5145", "shares_changed": "-500", "shares_changed_percentage": "-8.86%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "POST RESCH TALLON GROUP INC.", "shares_held": "5125", "shares_changed": "130", "shares_changed_percentage": "2.60%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RED DOOR WEALTH MANAGEMENT", "shares_held": "5124", "shares_changed": "-239", "shares_changed_percentage": "-4.46%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CARNEGIE LAKE ADVISORS LLC", "shares_held": "5121", "shares_changed": "-1171", "shares_changed_percentage": "-18.61%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ST. LOUIS TRUST CO", "shares_held": "5112", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CLARIUS GROUP", "shares_held": "5102", "shares_changed": "-12", "shares_changed_percentage": "-0.23%", "change_type": "decreased", "last_reported": "2025-12-31" }, { "holder_name": "PLANCORP", "shares_held": "5102", "shares_changed": "-1336", "shares_changed_percentage": "-20.75%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "REDMOND ASSET MANAGEMENT", "shares_held": "5096", "shares_changed": "-152", "shares_changed_percentage": "-2.90%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LIBERTY WEALTH MANAGEMENT LLC", "shares_held": "5095", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CASSIA CAPITAL PARTNERS", "shares_held": "5091", "shares_changed": "408", "shares_changed_percentage": "8.71%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRADEWINDS", "shares_held": "5091", "shares_changed": "-318", "shares_changed_percentage": "-5.88%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KEUDELL", "shares_held": "5088", "shares_changed": "526", "shares_changed_percentage": "11.53%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CORE WEALTH PARTNERS LLC", "shares_held": "5074", "shares_changed": "-91", "shares_changed_percentage": "-1.76%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KLCM ADVISORS", "shares_held": "5067", "shares_changed": "2", "shares_changed_percentage": "0.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BRIDGEPORT FINANCIAL SOLUTIONS", "shares_held": "5064", "shares_changed": "58", "shares_changed_percentage": "1.16%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SMITH CHAS P & ASSOCIATES PA CPAS", "shares_held": "5062", "shares_changed": "1634", "shares_changed_percentage": "47.67%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "GRYPHON FINANCIAL PARTNERS LLC", "shares_held": "5060", "shares_changed": "134", "shares_changed_percentage": "2.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BALEFIRE", "shares_held": "5055", "shares_changed": "102", "shares_changed_percentage": "2.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PUTNEY FINANCIAL GROUP LLC", "shares_held": "5055", "shares_changed": "66", "shares_changed_percentage": "1.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VERUS CAPITAL PARTNERS", "shares_held": "5055", "shares_changed": "105", "shares_changed_percentage": "2.12%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HOWARD FINANCIAL SERVICES", "shares_held": "5054", "shares_changed": "260", "shares_changed_percentage": "5.42%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HERITAGE TRUST CO", "shares_held": "5051", "shares_changed": "91", "shares_changed_percentage": "1.83%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DELTA ASSET MANAGEMENT LLC", "shares_held": "5048", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PLANNING STRATEGIES INC.", "shares_held": "5046", "shares_changed": "5046", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ALLEN CAPITAL GROUP", "shares_held": "5045", "shares_changed": "-309", "shares_changed_percentage": "-5.77%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HEADINVEST", "shares_held": "5040", "shares_changed": "-66", "shares_changed_percentage": "-1.29%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VAUGHAN NELSON INVESTMENT MANAGEMENT", "shares_held": "5025", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SIMPLIFY ASSET MANAGEMENT INC.", "shares_held": "5014", "shares_changed": "224", "shares_changed_percentage": "4.68%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SYNTEGRA PRIVATE WEALTH GROUP", "shares_held": "5008", "shares_changed": "-17", "shares_changed_percentage": "-0.34%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ALLIED INVESTMENT ADVISORS", "shares_held": "5007", "shares_changed": "-92", "shares_changed_percentage": "-1.80%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LYNX CAPITAL GROUP LTD", "shares_held": "5000", "shares_changed": "5000", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BEATON MANAGEMENT CO. INC.", "shares_held": "4994", "shares_changed": "-20", "shares_changed_percentage": "-0.40%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTH MANAGEMENT ASSOCIATES", "shares_held": "4992", "shares_changed": "1049", "shares_changed_percentage": "26.60%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AVENTURA PRIVATE WEALTH", "shares_held": "4985", "shares_changed": "-277", "shares_changed_percentage": "-5.26%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST COUNTY BANK", "shares_held": "4983", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "KLINGMAN & ASSOCIATES", "shares_held": "4962", "shares_changed": "87", "shares_changed_percentage": "1.78%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DUTCH ASSET CORP", "shares_held": "4956", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "LIFEGUIDE FINANCIAL ADVISORS", "shares_held": "4956", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SOUDERS FINANCIAL ADVISORS", "shares_held": "4947", "shares_changed": "-276", "shares_changed_percentage": "-5.28%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BREVAN HOWARD CAPITAL MANAGEMENT LP", "shares_held": "4946", "shares_changed": "4946", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SMITH", "shares_held": "4943", "shares_changed": "-45", "shares_changed_percentage": "-0.90%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SFMG", "shares_held": "4933", "shares_changed": "67", "shares_changed_percentage": "1.38%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PROSPERITY WEALTH MANAGEMENT", "shares_held": "4927", "shares_changed": "893", "shares_changed_percentage": "22.14%", "change_type": "increased", "last_reported": "2025-12-31" }, { "holder_name": "71 WEST CAPITAL PARTNERS", "shares_held": "4902", "shares_changed": "2147", "shares_changed_percentage": "77.93%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BRODERICK BRIAN C", "shares_held": "4901", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "QUENT CAPITAL", "shares_held": "4901", "shares_changed": "-92", "shares_changed_percentage": "-1.84%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GENESEE CAPITAL ADVISORS", "shares_held": "4891", "shares_changed": "-173", "shares_changed_percentage": "-3.42%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "IGNITE PLANNERS", "shares_held": "4884", "shares_changed": "585", "shares_changed_percentage": "13.61%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DARK FOREST CAPITAL MANAGEMENT LP", "shares_held": "4881", "shares_changed": "4881", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MCF ADVISORS LLC", "shares_held": "4879", "shares_changed": "153", "shares_changed_percentage": "3.24%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GM ADVISORY GROUP", "shares_held": "4872", "shares_changed": "-160", "shares_changed_percentage": "-3.18%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "GILMAN HILL ASSET MANAGEMENT", "shares_held": "4859", "shares_changed": "-311", "shares_changed_percentage": "-6.01%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SUMITOMO LIFE INSURANCE CO", "shares_held": "4850", "shares_changed": "-293", "shares_changed_percentage": "-5.70%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WILLIAM JOHN SEMPOLINSKI", "shares_held": "4850", "shares_changed": "-2980", "shares_changed_percentage": "-38.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ETHOS FINANCIAL GROUP", "shares_held": "4846", "shares_changed": "2101", "shares_changed_percentage": "76.54%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TWELVE POINTS WEALTH MANAGEMENT LLC", "shares_held": "4833", "shares_changed": "-943", "shares_changed_percentage": "-16.33%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CREWE ADVISORS LLC", "shares_held": "4811", "shares_changed": "129", "shares_changed_percentage": "2.75%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WEAVER CAPITAL MANAGEMENT LLC", "shares_held": "4798", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "LEUTHOLD GROUP", "shares_held": "4796", "shares_changed": "-1334", "shares_changed_percentage": "-21.76%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LEISURE CAPITAL MANAGEMENT", "shares_held": "4791", "shares_changed": "227", "shares_changed_percentage": "4.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BXM WEALTH LLC", "shares_held": "4788", "shares_changed": "601", "shares_changed_percentage": "14.35%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PATRIOT FINANCIAL GROUP INSURANCE AGENCY", "shares_held": "4788", "shares_changed": "-5350", "shares_changed_percentage": "-52.77%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PROVENANCE WEALTH ADVISORS", "shares_held": "4788", "shares_changed": "500", "shares_changed_percentage": "11.66%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MATAURO", "shares_held": "4787", "shares_changed": "-465", "shares_changed_percentage": "-8.85%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FORUM FINANCIAL MANAGEMENT", "shares_held": "4782", "shares_changed": "-107", "shares_changed_percentage": "-2.19%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "YHB INVESTMENT ADVISORS", "shares_held": "4782", "shares_changed": "-447", "shares_changed_percentage": "-8.55%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PEKAO TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A.", "shares_held": "4759", "shares_changed": "891", "shares_changed_percentage": "23.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALTERI WEALTH LLC", "shares_held": "4749", "shares_changed": "-517", "shares_changed_percentage": "-9.82%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TRUSTCO BANK CORP N Y", "shares_held": "4731", "shares_changed": "25", "shares_changed_percentage": "0.53%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INTERCHANGE CAPITAL PARTNERS", "shares_held": "4730", "shares_changed": "772", "shares_changed_percentage": "19.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PROATHLETE WEALTH MANAGEMENT LLC", "shares_held": "4728", "shares_changed": "7", "shares_changed_percentage": "0.15%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRB WEALTH MANAGEMENT", "shares_held": "4713", "shares_changed": "75", "shares_changed_percentage": "1.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PARAGON CAPITAL MANAGEMENT LTD", "shares_held": "4712", "shares_changed": "-350", "shares_changed_percentage": "-6.91%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ETESIAN WEALTH ADVISORS", "shares_held": "4711", "shares_changed": "-146", "shares_changed_percentage": "-3.01%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WESTFULLER ADVISORS", "shares_held": "4702", "shares_changed": "17", "shares_changed_percentage": "0.36%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "THURSTON", "shares_held": "4700", "shares_changed": "2091", "shares_changed_percentage": "80.15%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MRWM ADVISORS", "shares_held": "4693", "shares_changed": "-269", "shares_changed_percentage": "-5.42%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WORLD EQUITY GROUP", "shares_held": "4693", "shares_changed": "-73", "shares_changed_percentage": "-1.53%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SEVERIN INVESTMENTS", "shares_held": "4692", "shares_changed": "845", "shares_changed_percentage": "21.96%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CRA FINANCIAL SERVICES", "shares_held": "4688", "shares_changed": "-189", "shares_changed_percentage": "-3.88%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTH ARCHITECTS", "shares_held": "4686", "shares_changed": "83", "shares_changed_percentage": "1.80%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OXFORD FINANCIAL GROUP", "shares_held": "4681", "shares_changed": "-174", "shares_changed_percentage": "-3.58%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COBBLESTONE CAPITAL ADVISORS LLC", "shares_held": "4680", "shares_changed": "22", "shares_changed_percentage": "0.47%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "COWA", "shares_held": "4676", "shares_changed": "-40", "shares_changed_percentage": "-0.85%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RICHMOND BROTHERS", "shares_held": "4674", "shares_changed": "4674", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BATH SAVINGS TRUST CO", "shares_held": "4668", "shares_changed": "236", "shares_changed_percentage": "5.33%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OPEROSE ADVISORS LLC", "shares_held": "4666", "shares_changed": "-169", "shares_changed_percentage": "-3.50%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TRIAD WEALTH PARTNERS", "shares_held": "4666", "shares_changed": "933", "shares_changed_percentage": "24.99%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EQUITABLE TRUST CO", "shares_held": "4664", "shares_changed": "52", "shares_changed_percentage": "1.13%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HERITAGE WEALTH ADVISORS", "shares_held": "4661", "shares_changed": "450", "shares_changed_percentage": "10.69%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SOA WEALTH ADVISORS", "shares_held": "4652", "shares_changed": "1020", "shares_changed_percentage": "28.08%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RANSOM ADVISORY", "shares_held": "4645", "shares_changed": "39", "shares_changed_percentage": "0.85%", "change_type": "increased", "last_reported": "2025-12-31" }, { "holder_name": "KATHMERE CAPITAL MANAGEMENT", "shares_held": "4643", "shares_changed": "1069", "shares_changed_percentage": "29.91%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ONE8ZERO8", "shares_held": "4627", "shares_changed": "-425", "shares_changed_percentage": "-8.41%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WINTHROP ADVISORY GROUP LLC", "shares_held": "4626", "shares_changed": "485", "shares_changed_percentage": "11.71%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BYRNE FINANCIAL FREEDOM", "shares_held": "4622", "shares_changed": "145", "shares_changed_percentage": "3.24%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CAPITAL ADVISORS", "shares_held": "4605", "shares_changed": "-51", "shares_changed_percentage": "-1.09%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PIEDMONT CAPITAL MANAGEMENT", "shares_held": "4601", "shares_changed": "-118", "shares_changed_percentage": "-2.50%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WALSER WEALTH MANAGEMENT COMPANY", "shares_held": "4592", "shares_changed": "2497", "shares_changed_percentage": "119.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "POWELL INVESTMENT ADVISORS", "shares_held": "4588", "shares_changed": "2", "shares_changed_percentage": "0.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OLISTICO WEALTH", "shares_held": "4580", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "TI-TRUST", "shares_held": "4580", "shares_changed": "85", "shares_changed_percentage": "1.89%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GUILBAULT CAPITAL LLC", "shares_held": "4567", "shares_changed": "-165", "shares_changed_percentage": "-3.49%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PLOTKIN FINANCIAL ADVISORS", "shares_held": "4552", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FORTERIS WEALTH MANAGEMENT INC.", "shares_held": "4539", "shares_changed": "-7", "shares_changed_percentage": "-0.15%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ZULLO INVESTMENT GROUP", "shares_held": "4538", "shares_changed": "-140", "shares_changed_percentage": "-2.99%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RESONANT CAPITAL ADVISORS", "shares_held": "4535", "shares_changed": "653", "shares_changed_percentage": "16.82%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COUNTRY CLUB BANK", "shares_held": "4533", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2025-09-30" }, { "holder_name": "CORNERSTONE ADVISORS ASSET MANAGEMENT", "shares_held": "4529", "shares_changed": "-397", "shares_changed_percentage": "-8.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CHESAPEAKE ASSET MANAGEMENT LLC", "shares_held": "4525", "shares_changed": "9", "shares_changed_percentage": "0.20%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "L. ROY PAPP & ASSOCIATES", "shares_held": "4518", "shares_changed": "-625", "shares_changed_percentage": "-12.15%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ARGENT ADVISORS", "shares_held": "4515", "shares_changed": "156", "shares_changed_percentage": "3.58%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PURSUIT WEALTH STRATEGIES", "shares_held": "4505", "shares_changed": "3", "shares_changed_percentage": "0.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ROSSBY FINANCIAL", "shares_held": "4501", "shares_changed": "2394", "shares_changed_percentage": "113.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AVIANCE CAPITAL PARTNERS", "shares_held": "4495", "shares_changed": "682", "shares_changed_percentage": "17.89%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GWN SECURITIES INC.", "shares_held": "4494", "shares_changed": "99", "shares_changed_percentage": "2.25%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LAFAYETTE INVESTMENTS", "shares_held": "4492", "shares_changed": "200", "shares_changed_percentage": "4.66%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PKS ADVISORY SERVICES", "shares_held": "4492", "shares_changed": "429", "shares_changed_percentage": "10.56%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CITY STATE BANK", "shares_held": "4488", "shares_changed": "540", "shares_changed_percentage": "13.68%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CAPE ANN SAVINGS BANK", "shares_held": "4479", "shares_changed": "-10", "shares_changed_percentage": "-0.22%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST BANCORP", "shares_held": "4473", "shares_changed": "-2349", "shares_changed_percentage": "-34.43%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "REFLECTION ASSET MANAGEMENT", "shares_held": "4473", "shares_changed": "-156", "shares_changed_percentage": "-3.37%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "UNITING WEALTH PARTNERS", "shares_held": "4473", "shares_changed": "-854", "shares_changed_percentage": "-16.03%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CASTLEKEEP INVESTMENT ADVISORS LLC", "shares_held": "4472", "shares_changed": "-288", "shares_changed_percentage": "-6.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VICUS CAPITAL", "shares_held": "4467", "shares_changed": "-306", "shares_changed_percentage": "-6.41%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GATEWAY WEALTH PARTNERS", "shares_held": "4466", "shares_changed": "-2663", "shares_changed_percentage": "-37.35%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ROGCO", "shares_held": "4463", "shares_changed": "33", "shares_changed_percentage": "0.74%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SOVEREIGN FINANCIAL GROUP", "shares_held": "4459", "shares_changed": "-263", "shares_changed_percentage": "-5.57%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WEATHERLY ASSET MANAGEMENT L. P.", "shares_held": "4444", "shares_changed": "-16", "shares_changed_percentage": "-0.36%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BANK OF STOCKTON", "shares_held": "4433", "shares_changed": "84", "shares_changed_percentage": "1.93%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CAPSTONE CAPITAL MANAGEMENT LTD", "shares_held": "4430", "shares_changed": "4430", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PERSIUM ADVISORS", "shares_held": "4418", "shares_changed": "655", "shares_changed_percentage": "17.41%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WEST FAMILY INVESTMENTS", "shares_held": "4412", "shares_changed": "759", "shares_changed_percentage": "20.78%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PROMETHIUM ADVISORS", "shares_held": "4405", "shares_changed": "-30", "shares_changed_percentage": "-0.68%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LYELL WEALTH MANAGEMENT", "shares_held": "4404", "shares_changed": "1585", "shares_changed_percentage": "56.23%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CORNERSTONE ADVISORY", "shares_held": "4400", "shares_changed": "53", "shares_changed_percentage": "1.22%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CLARK WEALTH PARTNERS", "shares_held": "4399", "shares_changed": "-199", "shares_changed_percentage": "-4.33%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ONEASCENT FINANCIAL SERVICES LLC", "shares_held": "4397", "shares_changed": "-179", "shares_changed_percentage": "-3.91%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MATRIX PRIVATE CAPITAL GROUP LLC", "shares_held": "4393", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BAADER BANK AKTIENGESELLSCHAFT", "shares_held": "4384", "shares_changed": "-128", "shares_changed_percentage": "-2.84%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CITIZENS BUSINESS BANK", "shares_held": "4377", "shares_changed": "1465", "shares_changed_percentage": "50.31%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WILLIAM B. WALKUP & ASSOCIATES", "shares_held": "4373", "shares_changed": "-34", "shares_changed_percentage": "-0.77%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TRUEWEALTH ADVISORS", "shares_held": "4372", "shares_changed": "5", "shares_changed_percentage": "0.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FORTITUDE ADVISORY GROUP L.L.C.", "shares_held": "4371", "shares_changed": "400", "shares_changed_percentage": "10.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NVWM", "shares_held": "4369", "shares_changed": "-48", "shares_changed_percentage": "-1.09%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DEMPZE NANCY E", "shares_held": "4360", "shares_changed": "-1100", "shares_changed_percentage": "-20.15%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST HAWAIIAN BANK", "shares_held": "4352", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "LAVACA CAPITAL LLC", "shares_held": "4351", "shares_changed": "342", "shares_changed_percentage": "8.53%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LCNB CORP", "shares_held": "4343", "shares_changed": "-370", "shares_changed_percentage": "-7.85%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ROMAN BUTLER FULLERTON & CO", "shares_held": "4343", "shares_changed": "-90", "shares_changed_percentage": "-2.03%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "THOMA CAPITAL MANAGEMENT LLC", "shares_held": "4343", "shares_changed": "-159", "shares_changed_percentage": "-3.53%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MCGLONE SUTTNER WEALTH MANAGEMENT", "shares_held": "4341", "shares_changed": "38", "shares_changed_percentage": "0.88%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DRUM HILL CAPITAL", "shares_held": "4334", "shares_changed": "166", "shares_changed_percentage": "3.98%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STRATEGIC FINANCIAL SERVICES", "shares_held": "4332", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "VEGA INVESTMENT SOLUTIONS", "shares_held": "4330", "shares_changed": "176", "shares_changed_percentage": "4.24%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GALLAGHER FIDUCIARY ADVISORS", "shares_held": "4329", "shares_changed": "-116", "shares_changed_percentage": "-2.61%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FORTHRIGHT WEALTH MANAGEMENT", "shares_held": "4327", "shares_changed": "101", "shares_changed_percentage": "2.39%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT", "shares_held": "4302", "shares_changed": "2", "shares_changed_percentage": "0.05%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CHILDRESS CAPITAL ADVISORS", "shares_held": "4302", "shares_changed": "234", "shares_changed_percentage": "5.75%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HEDGES ASSET MANAGEMENT LLC", "shares_held": "4300", "shares_changed": "-300", "shares_changed_percentage": "-6.52%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PERMANENT CAPITAL MANAGEMENT", "shares_held": "4298", "shares_changed": "2459", "shares_changed_percentage": "133.71%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BLUE CHIP PARTNERS", "shares_held": "4277", "shares_changed": "377", "shares_changed_percentage": "9.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CORDA INVESTMENT MANAGEMENT", "shares_held": "4273", "shares_changed": "-139", "shares_changed_percentage": "-3.15%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC", "shares_held": "4273", "shares_changed": "-300", "shares_changed_percentage": "-6.56%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BREAKWATER CAPITAL GROUP", "shares_held": "4269", "shares_changed": "-627", "shares_changed_percentage": "-12.81%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BRIDGE CREEK CAPITAL MANAGEMENT LLC", "shares_held": "4267", "shares_changed": "-100", "shares_changed_percentage": "-2.29%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "NICHOLAS WEALTH", "shares_held": "4261", "shares_changed": "250", "shares_changed_percentage": "6.23%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALPHAQUEST LLC", "shares_held": "4259", "shares_changed": "1390", "shares_changed_percentage": "48.45%", "change_type": "increased", "last_reported": "2025-12-31" }, { "holder_name": "TEMPO WEALTH", "shares_held": "4258", "shares_changed": "168", "shares_changed_percentage": "4.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WALLED LAKE PLANNING & WEALTH MANAGEMENT", "shares_held": "4251", "shares_changed": "-78", "shares_changed_percentage": "-1.80%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CRANBROOK WEALTH MANAGEMENT", "shares_held": "4238", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MAPLE CAPITAL MANAGEMENT", "shares_held": "4219", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "EARNED WEALTH ADVISORS", "shares_held": "4216", "shares_changed": "-666", "shares_changed_percentage": "-13.64%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SG TRADING SOLUTIONS", "shares_held": "4216", "shares_changed": "4216", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2025-12-31" }, { "holder_name": "JOSEPH P. LUCIA & ASSOCIATES", "shares_held": "4214", "shares_changed": "232", "shares_changed_percentage": "5.83%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ATWOOD & PALMER INC", "shares_held": "4200", "shares_changed": "-4", "shares_changed_percentage": "-0.10%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BBR PARTNERS", "shares_held": "4198", "shares_changed": "-3", "shares_changed_percentage": "-0.07%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DELOS WEALTH ADVISORS", "shares_held": "4193", "shares_changed": "29", "shares_changed_percentage": "0.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CHARLES SCHWAB TRUST CO", "shares_held": "4175", "shares_changed": "-445", "shares_changed_percentage": "-9.63%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GREENSPRING ADVISORS", "shares_held": "4172", "shares_changed": "68", "shares_changed_percentage": "1.66%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LEGACY PRIVATE TRUST CO.", "shares_held": "4145", "shares_changed": "-25", "shares_changed_percentage": "-0.60%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SANDY COVE ADVISORS", "shares_held": "4144", "shares_changed": "842", "shares_changed_percentage": "25.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CURBSTONE FINANCIAL MANAGEMENT CORP", "shares_held": "4128", "shares_changed": "350", "shares_changed_percentage": "9.26%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FINANCIAL MANAGEMENT NETWORK INC", "shares_held": "4122", "shares_changed": "1217", "shares_changed_percentage": "41.89%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LEXAURUM ADVISORS", "shares_held": "4120", "shares_changed": "-346", "shares_changed_percentage": "-7.75%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PORTSIDE WEALTH GROUP", "shares_held": "4120", "shares_changed": "-1190", "shares_changed_percentage": "-22.41%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BANYAN CAPITAL MANAGEMENT", "shares_held": "4112", "shares_changed": "-75", "shares_changed_percentage": "-1.79%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "AVAIL INVESTMENT PARTNERS", "shares_held": "4111", "shares_changed": "844", "shares_changed_percentage": "25.83%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WINCAP FINANCIAL LLC", "shares_held": "4099", "shares_changed": "180", "shares_changed_percentage": "4.59%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TSG ADVICE PARTNERS", "shares_held": "4097", "shares_changed": "-396", "shares_changed_percentage": "-8.81%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "SUNBURST FINANCIAL GROUP", "shares_held": "4093", "shares_changed": "2", "shares_changed_percentage": "0.05%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FOCUSED ALPHA", "shares_held": "4090", "shares_changed": "-77", "shares_changed_percentage": "-1.85%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STONEBRIDGE FINANCIAL GROUP", "shares_held": "4084", "shares_changed": "-627", "shares_changed_percentage": "-13.31%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CLARK ASSET MANAGEMENT", "shares_held": "4075", "shares_changed": "295", "shares_changed_percentage": "7.80%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OPAL WEALTH ADVISORS", "shares_held": "4071", "shares_changed": "81", "shares_changed_percentage": "2.03%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CRAMER ROSENTHAL MCGLYNN LLC", "shares_held": "4065", "shares_changed": "4065", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ODER INVESTMENT MANAGEMENT", "shares_held": "4060", "shares_changed": "6", "shares_changed_percentage": "0.15%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SIGNATURE WEALTH MANAGEMENT PARTNERS", "shares_held": "4057", "shares_changed": "2", "shares_changed_percentage": "0.05%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INDEPENDENCE BANK OF KENTUCKY", "shares_held": "4050", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "VISTA CAPITAL PARTNERS", "shares_held": "4047", "shares_changed": "-143", "shares_changed_percentage": "-3.41%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "OAK ASSET MANAGEMENT", "shares_held": "4041", "shares_changed": "-23", "shares_changed_percentage": "-0.57%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIRE CAPITAL MANAGEMENT LLC", "shares_held": "4036", "shares_changed": "85", "shares_changed_percentage": "2.15%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BIP WEALTH", "shares_held": "4035", "shares_changed": "593", "shares_changed_percentage": "17.23%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BERMAN MCALEER LLC", "shares_held": "4030", "shares_changed": "14", "shares_changed_percentage": "0.35%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALTI GLOBAL", "shares_held": "4016", "shares_changed": "-682", "shares_changed_percentage": "-14.52%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CENTAURUS FINANCIAL", "shares_held": "4005", "shares_changed": "-73", "shares_changed_percentage": "-1.79%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PALACIOS WEALTH MANAGEMENT", "shares_held": "4004", "shares_changed": "-112", "shares_changed_percentage": "-2.72%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "JMAC ENTERPRISES LLC", "shares_held": "4000", "shares_changed": "300", "shares_changed_percentage": "8.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SMART WEALTH LLC", "shares_held": "3994", "shares_changed": "-184", "shares_changed_percentage": "-4.40%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HUTCHINSON CAPITAL MANAGEMENT", "shares_held": "3993", "shares_changed": "216", "shares_changed_percentage": "5.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ARCHVEST WEALTH ADVISORS", "shares_held": "3988", "shares_changed": "207", "shares_changed_percentage": "5.47%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JB CAPITAL LLC", "shares_held": "3984", "shares_changed": "4", "shares_changed_percentage": "0.10%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GILLILAND JETER WEALTH MANAGEMENT LLC", "shares_held": "3980", "shares_changed": "3", "shares_changed_percentage": "0.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MEDALLION WEALTH ADVISORS", "shares_held": "3975", "shares_changed": "-54", "shares_changed_percentage": "-1.34%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RETIREMENT PLANNING CO OF NEW ENGLAND", "shares_held": "3975", "shares_changed": "31", "shares_changed_percentage": "0.79%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ARBOR TRUST WEALTH ADVISORS", "shares_held": "3972", "shares_changed": "-235", "shares_changed_percentage": "-5.59%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "2UNIFI BANK", "shares_held": "3966", "shares_changed": "180", "shares_changed_percentage": "4.75%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "CAPE COD FIVE CENTS SAVINGS BANK", "shares_held": "3966", "shares_changed": "1913", "shares_changed_percentage": "93.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MONTE FINANCIAL GROUP", "shares_held": "3966", "shares_changed": "-141", "shares_changed_percentage": "-3.43%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NAVIS WEALTH ADVISORS", "shares_held": "3960", "shares_changed": "477", "shares_changed_percentage": "13.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NBH BANK", "shares_held": "3952", "shares_changed": "3952", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "KFG WEALTH MANAGEMENT", "shares_held": "3946", "shares_changed": "-49", "shares_changed_percentage": "-1.23%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIRESTONE CAPITAL MANAGEMENT", "shares_held": "3944", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PINCUS CAPITAL MANAGEMENT", "shares_held": "3935", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "OLDFATHER FINANCIAL SERVICES", "shares_held": "3925", "shares_changed": "298", "shares_changed_percentage": "8.22%", "change_type": "increased", "last_reported": "2025-12-31" }, { "holder_name": "TRUEBLOOD WEALTH MANAGEMENT", "shares_held": "3922", "shares_changed": "-137", "shares_changed_percentage": "-3.38%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PRASAD WEALTH PARTNERS", "shares_held": "3918", "shares_changed": "78", "shares_changed_percentage": "2.03%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OFS ENTERPRISE LLC", "shares_held": "3915", "shares_changed": "-17", "shares_changed_percentage": "-0.43%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SHP WEALTH MANAGEMENT", "shares_held": "3915", "shares_changed": "94", "shares_changed_percentage": "2.46%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GRIFFITH & WERNER", "shares_held": "3903", "shares_changed": "-6", "shares_changed_percentage": "-0.15%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GEOWEALTH MANAGEMENT", "shares_held": "3900", "shares_changed": "-153", "shares_changed_percentage": "-3.77%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SYVERSON STREGE & CO", "shares_held": "3889", "shares_changed": "-318", "shares_changed_percentage": "-7.56%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MAIN STREET GROUP", "shares_held": "3876", "shares_changed": "-91", "shares_changed_percentage": "-2.29%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GRIES FINANCIAL LLC", "shares_held": "3875", "shares_changed": "349", "shares_changed_percentage": "9.90%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "AUTUMN GLORY PARTNERS", "shares_held": "3874", "shares_changed": "1196", "shares_changed_percentage": "44.66%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FULTON BREAKEFIELD BROENNIMAN LLC", "shares_held": "3872", "shares_changed": "609", "shares_changed_percentage": "18.66%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MONTIS FINANCIAL", "shares_held": "3869", "shares_changed": "20", "shares_changed_percentage": "0.52%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BLACKHAWK CAPITAL PARTNERS", "shares_held": "3862", "shares_changed": "3862", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SPIREPOINT PRIVATE CLIENT", "shares_held": "3862", "shares_changed": "-403", "shares_changed_percentage": "-9.45%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "REVISOR WEALTH MANAGEMENT LLC", "shares_held": "3851", "shares_changed": "256", "shares_changed_percentage": "7.12%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OXBOW ADVISORS", "shares_held": "3849", "shares_changed": "28", "shares_changed_percentage": "0.73%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OAKWORTH CAPITAL", "shares_held": "3848", "shares_changed": "305", "shares_changed_percentage": "8.61%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FWG HOLDINGS", "shares_held": "3844", "shares_changed": "2332", "shares_changed_percentage": "154.23%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "IMZ ADVISORY INC", "shares_held": "3837", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ROTHSCHILD WEALTH LLC", "shares_held": "3823", "shares_changed": "1419", "shares_changed_percentage": "59.03%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PLANNED SOLUTIONS", "shares_held": "3810", "shares_changed": "27", "shares_changed_percentage": "0.71%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DELANEY CAPITAL MANAGEMENT LTD.", "shares_held": "3804", "shares_changed": "81", "shares_changed_percentage": "2.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LEGACY WEALTH ASSET MANAGEMENT", "shares_held": "3799", "shares_changed": "-31", "shares_changed_percentage": "-0.81%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "JOHNSON & WHITE WEALTH MANAGEMENT", "shares_held": "3785", "shares_changed": "-25", "shares_changed_percentage": "-0.66%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WOODARD & CO ASSET MANAGEMENT GROUP INC", "shares_held": "3784", "shares_changed": "57", "shares_changed_percentage": "1.53%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LAUREL OAK WEALTH MANAGEMENT", "shares_held": "3783", "shares_changed": "96", "shares_changed_percentage": "2.60%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KENDALL CAPITAL MANAGEMENT", "shares_held": "3780", "shares_changed": "130", "shares_changed_percentage": "3.56%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HEXAGON CAPITAL PARTNERS LLC", "shares_held": "3779", "shares_changed": "-186", "shares_changed_percentage": "-4.69%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "JAMES HAMBRO & PARTNERS LLP", "shares_held": "3770", "shares_changed": "-31916", "shares_changed_percentage": "-89.44%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTH DIMENSIONS GROUP", "shares_held": "3768", "shares_changed": "-60", "shares_changed_percentage": "-1.57%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PITCAIRN CO", "shares_held": "3762", "shares_changed": "-1200", "shares_changed_percentage": "-24.18%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "STRATEGIC INVESTMENT SOLUTIONS", "shares_held": "3762", "shares_changed": "270", "shares_changed_percentage": "7.73%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RETIREMENT INVESTMENT ADVISORS", "shares_held": "3750", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SOMPO ASSET MANAGEMENT CO.", "shares_held": "3750", "shares_changed": "270", "shares_changed_percentage": "7.76%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KEYNOTE FINANCIAL SERVICES LLC", "shares_held": "3748", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "DF DENT & CO INC", "shares_held": "3742", "shares_changed": "-15", "shares_changed_percentage": "-0.40%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KENNEDY INVESTMENT GROUP", "shares_held": "3742", "shares_changed": "157", "shares_changed_percentage": "4.38%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HIGH NET WORTH ADVISORY GROUP LLC", "shares_held": "3734", "shares_changed": "-1247", "shares_changed_percentage": "-25.04%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TRUSTBANK", "shares_held": "3729", "shares_changed": "-40", "shares_changed_percentage": "-1.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GREENFIELD SAVINGS BANK", "shares_held": "3727", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "UPTICK PARTNERS", "shares_held": "3724", "shares_changed": "336", "shares_changed_percentage": "9.92%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HOWARD CAPITAL MANAGEMENT GROUP", "shares_held": "3716", "shares_changed": "-50", "shares_changed_percentage": "-1.33%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SYON CAPITAL LLC", "shares_held": "3706", "shares_changed": "-1377", "shares_changed_percentage": "-27.09%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RINKEY INVESTMENTS", "shares_held": "3703", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "TYCHE WEALTH PARTNERS LLC", "shares_held": "3698", "shares_changed": "836", "shares_changed_percentage": "29.21%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC", "shares_held": "3696", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BURNS J W & CO INC", "shares_held": "3683", "shares_changed": "135", "shares_changed_percentage": "3.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NEW HAMPSHIRE TRUST", "shares_held": "3681", "shares_changed": "450", "shares_changed_percentage": "13.93%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PARR MCKNIGHT WEALTH MANAGEMENT GROUP", "shares_held": "3678", "shares_changed": "3", "shares_changed_percentage": "0.08%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CHINA UNIVERSAL ASSET MANAGEMENT CO.", "shares_held": "3666", "shares_changed": "1004", "shares_changed_percentage": "37.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CONVERGENCE FINANCIAL", "shares_held": "3662", "shares_changed": "1788", "shares_changed_percentage": "95.41%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TCV TRUST & WEALTH MANAGEMENT", "shares_held": "3661", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CHATHAM CAPITAL GROUP", "shares_held": "3653", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MECHANICS BANK TRUST DEPARTMENT", "shares_held": "3652", "shares_changed": "372", "shares_changed_percentage": "11.34%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MAIRS & POWER INC", "shares_held": "3647", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MTM INVESTMENT MANAGEMENT", "shares_held": "3641", "shares_changed": "3", "shares_changed_percentage": "0.08%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HTG INVESTMENT ADVISORS", "shares_held": "3623", "shares_changed": "1843", "shares_changed_percentage": "103.54%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MATTSON FINANCIAL SERVICES", "shares_held": "3619", "shares_changed": "253", "shares_changed_percentage": "7.52%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CALLAHAN ADVISORS", "shares_held": "3618", "shares_changed": "-225", "shares_changed_percentage": "-5.86%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SHUM FINANCIAL GROUP", "shares_held": "3617", "shares_changed": "6", "shares_changed_percentage": "0.17%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BARRETT & COMPANY", "shares_held": "3613", "shares_changed": "1044", "shares_changed_percentage": "40.64%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VALLEY NATIONAL ADVISERS INC", "shares_held": "3613", "shares_changed": "-3", "shares_changed_percentage": "-0.08%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "QUADCAP WEALTH MANAGEMENT", "shares_held": "3612", "shares_changed": "8", "shares_changed_percentage": "0.22%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRAPHAGEN INVESTMENT ADVISORS LLC", "shares_held": "3609", "shares_changed": "13", "shares_changed_percentage": "0.36%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST AFFIRMATIVE FINANCIAL NETWORK", "shares_held": "3599", "shares_changed": "619", "shares_changed_percentage": "20.77%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "ALTA ADVISERS LTD", "shares_held": "3595", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PLANNING ALTERNATIVES LTD", "shares_held": "3594", "shares_changed": "169", "shares_changed_percentage": "4.93%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MAGNOLIA CAPITAL ADVISORS LLC", "shares_held": "3590", "shares_changed": "557", "shares_changed_percentage": "18.36%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BOIT C F DAVID", "shares_held": "3584", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CULLEN INVESTMENT GROUP", "shares_held": "3583", "shares_changed": "-581", "shares_changed_percentage": "-13.95%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WARWICK INVESTMENT MANAGEMENT", "shares_held": "3583", "shares_changed": "170", "shares_changed_percentage": "4.98%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LEELYN SMITH", "shares_held": "3581", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MARIETTA WEALTH MANAGEMENT", "shares_held": "3579", "shares_changed": "127", "shares_changed_percentage": "3.68%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SAXON INTERESTS", "shares_held": "3579", "shares_changed": "-419", "shares_changed_percentage": "-10.48%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "JACKSON", "shares_held": "3576", "shares_changed": "4", "shares_changed_percentage": "0.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ABACUS PLANNING GROUP", "shares_held": "3575", "shares_changed": "49", "shares_changed_percentage": "1.39%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALLIANCE WEALTH ADVISORS", "shares_held": "3575", "shares_changed": "-1720", "shares_changed_percentage": "-32.48%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "UNIVEST FINANCIAL CORP", "shares_held": "3575", "shares_changed": "1016", "shares_changed_percentage": "39.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HORIZON KINETICS ASSET MANAGEMENT LLC", "shares_held": "3570", "shares_changed": "-15", "shares_changed_percentage": "-0.42%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "IMA ADVISORY SERVICES", "shares_held": "3566", "shares_changed": "801", "shares_changed_percentage": "28.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BASSO CAPITAL MANAGEMENT", "shares_held": "3551", "shares_changed": "-335", "shares_changed_percentage": "-8.62%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PEOPLES FINANCIAL SERVICES CORP.", "shares_held": "3543", "shares_changed": "-50", "shares_changed_percentage": "-1.39%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "THOMPSON DAVID BLAIR", "shares_held": "3542", "shares_changed": "3542", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ASSET ONE WEALTH MANAGEMENT LLC", "shares_held": "3539", "shares_changed": "-134", "shares_changed_percentage": "-3.65%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SYMPHONY FINANCIAL", "shares_held": "3539", "shares_changed": "1087", "shares_changed_percentage": "44.33%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BILTMORE FAMILY OFFICE", "shares_held": "3536", "shares_changed": "-128", "shares_changed_percentage": "-3.49%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MITCHELL SINKLER & STARR", "shares_held": "3530", "shares_changed": "15", "shares_changed_percentage": "0.43%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TORREY GROWTH & INCOME ADVISORS", "shares_held": "3530", "shares_changed": "-200", "shares_changed_percentage": "-5.36%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "INVESTMENT ADVISORY SERVICES INC", "shares_held": "3529", "shares_changed": "26", "shares_changed_percentage": "0.74%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ASHTON THOMAS SECURITIES", "shares_held": "3528", "shares_changed": "257", "shares_changed_percentage": "7.86%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MIDDLETON & CO INC", "shares_held": "3522", "shares_changed": "1745", "shares_changed_percentage": "98.20%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INTERGY PRIVATE WEALTH", "shares_held": "3514", "shares_changed": "50", "shares_changed_percentage": "1.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SOUTH DAKOTA INVESTMENT COUNCIL", "shares_held": "3514", "shares_changed": "-100", "shares_changed_percentage": "-2.77%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "INDIANA TRUST & INVESTMENT MANAGEMENT CO", "shares_held": "3510", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "WRIGHT INVESTORS SERVICE INC", "shares_held": "3503", "shares_changed": "-1975", "shares_changed_percentage": "-36.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "INSTITUTE FOR WEALTH MANAGEMENT", "shares_held": "3500", "shares_changed": "36", "shares_changed_percentage": "1.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MONETTA FINANCIAL SERVICES INC", "shares_held": "3500", "shares_changed": "3500", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CWC ADVISORS", "shares_held": "3498", "shares_changed": "66", "shares_changed_percentage": "1.92%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALESSANDRA CAPITAL MANAGEMENT", "shares_held": "3490", "shares_changed": "-1695", "shares_changed_percentage": "-32.69%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RAKUTEN SECURITIES", "shares_held": "3488", "shares_changed": "2116", "shares_changed_percentage": "154.23%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SECURE ASSET MANAGEMENT", "shares_held": "3476", "shares_changed": "-405", "shares_changed_percentage": "-10.44%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EMERGENT WEALTH ADVISORS", "shares_held": "3471", "shares_changed": "-349", "shares_changed_percentage": "-9.14%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WEST MICHIGAN ADVISORS", "shares_held": "3471", "shares_changed": "-844", "shares_changed_percentage": "-19.56%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DT INVESTMENT PARTNERS", "shares_held": "3464", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "LMG WEALTH PARTNERS", "shares_held": "3464", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ORG PARTNERS LLC", "shares_held": "3464", "shares_changed": "705", "shares_changed_percentage": "25.55%", "change_type": "increased", "last_reported": "2025-12-31" }, { "holder_name": "GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT", "shares_held": "3462", "shares_changed": "-6257", "shares_changed_percentage": "-64.38%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BSW WEALTH PARTNERS", "shares_held": "3460", "shares_changed": "-38", "shares_changed_percentage": "-1.09%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAPITAL INVESTMENT COUNSEL", "shares_held": "3460", "shares_changed": "-57", "shares_changed_percentage": "-1.62%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FRANCIS FINANCIAL", "shares_held": "3446", "shares_changed": "48", "shares_changed_percentage": "1.41%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TANNIN CAPITAL LLC", "shares_held": "3443", "shares_changed": "-2", "shares_changed_percentage": "-0.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "XCEL WEALTH MANAGEMENT", "shares_held": "3437", "shares_changed": "838", "shares_changed_percentage": "32.24%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST NATIONAL CORP", "shares_held": "3436", "shares_changed": "-93", "shares_changed_percentage": "-2.63%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "REBALANCE", "shares_held": "3435", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "EMBREE FINANCIAL GROUP", "shares_held": "3428", "shares_changed": "178", "shares_changed_percentage": "5.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FAMILY MANAGE LLC", "shares_held": "3427", "shares_changed": "164", "shares_changed_percentage": "5.03%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AA FINANCIAL ADVISORS", "shares_held": "3422", "shares_changed": "673", "shares_changed_percentage": "24.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CREEKSIDE PARTNERS", "shares_held": "3414", "shares_changed": "4", "shares_changed_percentage": "0.12%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BONTEMPO OHLY CAPITAL MGMT LLC", "shares_held": "3413", "shares_changed": "-325", "shares_changed_percentage": "-8.69%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FINANCIAL SENSE ADVISORS", "shares_held": "3408", "shares_changed": "14", "shares_changed_percentage": "0.41%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INVESTMENT PARTNERS", "shares_held": "3408", "shares_changed": "-21", "shares_changed_percentage": "-0.61%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WEIL COMPANY", "shares_held": "3407", "shares_changed": "76", "shares_changed_percentage": "2.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LEDERER & ASSOCIATES INVESTMENT COUNSEL", "shares_held": "3406", "shares_changed": "873", "shares_changed_percentage": "34.47%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MILL CAPITAL MANAGEMENT", "shares_held": "3405", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "WELLSPRING FINANCIAL ADVISORS", "shares_held": "3401", "shares_changed": "-36", "shares_changed_percentage": "-1.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FORT POINT CAPITAL PARTNERS LLC", "shares_held": "3395", "shares_changed": "-1", "shares_changed_percentage": "-0.03%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STRATEGIC FINANCIAL CONCEPTS", "shares_held": "3389", "shares_changed": "-339", "shares_changed_percentage": "-9.09%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GRANT PRIVATE WEALTH MANAGEMENT INC", "shares_held": "3385", "shares_changed": "439", "shares_changed_percentage": "14.90%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TABLEAUX LLC", "shares_held": "3381", "shares_changed": "-719", "shares_changed_percentage": "-17.54%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CLEAR HARBOR ASSET MANAGEMENT", "shares_held": "3374", "shares_changed": "-117", "shares_changed_percentage": "-3.35%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CLG LLC", "shares_held": "3366", "shares_changed": "116", "shares_changed_percentage": "3.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "B.O.S.S. RETIREMENT ADVISORS", "shares_held": "3365", "shares_changed": "30", "shares_changed_percentage": "0.90%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA", "shares_held": "3352", "shares_changed": "192", "shares_changed_percentage": "6.08%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VISIONARY WEALTH ADVISORS", "shares_held": "3352", "shares_changed": "-11", "shares_changed_percentage": "-0.33%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LASALLE ST. INVESTMENT ADVISORS", "shares_held": "3348", "shares_changed": "-36", "shares_changed_percentage": "-1.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SOUTHEAST ASSET ADVISORS", "shares_held": "3344", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PRELUDE CAPITAL MANAGEMENT", "shares_held": "3342", "shares_changed": "3342", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PEAK ASSET MANAGEMENT", "shares_held": "3339", "shares_changed": "197", "shares_changed_percentage": "6.27%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BOUCHEY FINANCIAL GROUP", "shares_held": "3336", "shares_changed": "260", "shares_changed_percentage": "8.45%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PALISADE CAPITAL MANAGEMENT", "shares_held": "3333", "shares_changed": "-68", "shares_changed_percentage": "-2.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MANSKE WEALTH MANAGEMENT", "shares_held": "3330", "shares_changed": "-4", "shares_changed_percentage": "-0.12%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAPSTONE WEALTH MANAGEMENT GROUP LLC", "shares_held": "3327", "shares_changed": "-83", "shares_changed_percentage": "-2.43%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "GILBERT & COOK", "shares_held": "3324", "shares_changed": "-162", "shares_changed_percentage": "-4.65%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WIMMER ASSOCIATES 1", "shares_held": "3323", "shares_changed": "-135", "shares_changed_percentage": "-3.90%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PASADENA PRIVATE WEALTH", "shares_held": "3321", "shares_changed": "280", "shares_changed_percentage": "9.21%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GEOMETRIC WEALTH ADVISORS", "shares_held": "3320", "shares_changed": "19", "shares_changed_percentage": "0.58%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ABN AMRO BANK N.V.", "shares_held": "3318", "shares_changed": "1504", "shares_changed_percentage": "82.91%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRED AVON FAMILY WEALTH", "shares_held": "3314", "shares_changed": "-35", "shares_changed_percentage": "-1.04%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VIRTUE CAPITAL MANAGEMENT", "shares_held": "3311", "shares_changed": "824", "shares_changed_percentage": "33.13%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HOULIHAN FINANCIAL RESOURCE GROUP", "shares_held": "3305", "shares_changed": "-97", "shares_changed_percentage": "-2.85%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DYMON ASIA CAPITAL", "shares_held": "3300", "shares_changed": "3300", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "STONEBRIDGE FINANCIAL GROUP", "shares_held": "3299", "shares_changed": "3299", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ROOF EIDAM MAYCOCK PERALTA", "shares_held": "3295", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BLUESKY WEALTH ADVISORS", "shares_held": "3286", "shares_changed": "-130", "shares_changed_percentage": "-3.81%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BOSTON TRUST WALDEN CORP", "shares_held": "3285", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "RELYEA ZUCKERBERG HANSON LLC", "shares_held": "3280", "shares_changed": "175", "shares_changed_percentage": "5.64%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CARDIFF PARK ADVISORS", "shares_held": "3277", "shares_changed": "1", "shares_changed_percentage": "0.03%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NORTHSIDE CAPITAL MANAGEMENT", "shares_held": "3276", "shares_changed": "-205", "shares_changed_percentage": "-5.89%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTHSPRING PARTNERS", "shares_held": "3276", "shares_changed": "44", "shares_changed_percentage": "1.36%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BLOSSOM WEALTH MANAGEMENT", "shares_held": "3270", "shares_changed": "-106", "shares_changed_percentage": "-3.14%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TRIANGLE SECURITIES WEALTH MANAGEMENT", "shares_held": "3267", "shares_changed": "1664", "shares_changed_percentage": "103.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BOSTON RESEARCH & MANAGEMENT INC", "shares_held": "3260", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BANK OF HAWAII", "shares_held": "3258", "shares_changed": "1120", "shares_changed_percentage": "52.38%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO", "shares_held": "3255", "shares_changed": "-76", "shares_changed_percentage": "-2.28%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VIENNA ASSET MANAGEMENT LLC", "shares_held": "3254", "shares_changed": "3254", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "HARBOR ADVISORY CORP", "shares_held": "3236", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "GARDEN STATE INVESTMENT ADVISORY SERVICES LLC", "shares_held": "3231", "shares_changed": "2164", "shares_changed_percentage": "202.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "G&S CAPITAL LLC", "shares_held": "3213", "shares_changed": "-9681", "shares_changed_percentage": "-75.08%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TRIPLETAIL WEALTH MANAGEMENT", "shares_held": "3213", "shares_changed": "-75", "shares_changed_percentage": "-2.28%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FRISCH FINANCIAL GROUP", "shares_held": "3211", "shares_changed": "-8", "shares_changed_percentage": "-0.25%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ONE CAPITAL MANAGEMENT", "shares_held": "3200", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "WBH ADVISORY INC", "shares_held": "3181", "shares_changed": "350", "shares_changed_percentage": "12.36%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GALLACHER CAPITAL MANAGEMENT LLC", "shares_held": "3180", "shares_changed": "72", "shares_changed_percentage": "2.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LONG ISLAND WEALTH MANAGEMENT", "shares_held": "3175", "shares_changed": "-782", "shares_changed_percentage": "-19.76%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LIGHTSQUARE WEALTH MANAGEMENT", "shares_held": "3170", "shares_changed": "210", "shares_changed_percentage": "7.09%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CORDGRASS CAPITAL ADVISORS", "shares_held": "3162", "shares_changed": "-202", "shares_changed_percentage": "-6.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DECKER WEALTH MANAGEMENT LLC", "shares_held": "3160", "shares_changed": "-17276", "shares_changed_percentage": "-84.54%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SELECTIVE WEALTH MANAGEMENT", "shares_held": "3154", "shares_changed": "-85", "shares_changed_percentage": "-2.62%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PORT CAPITAL LLC", "shares_held": "3153", "shares_changed": "-21", "shares_changed_percentage": "-0.66%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BEDEL FINANCIAL CONSULTING", "shares_held": "3151", "shares_changed": "-29", "shares_changed_percentage": "-0.91%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GAINLINE FINANCIAL PARTNERS", "shares_held": "3151", "shares_changed": "3151", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "GREENWOOD GEARHART LLC", "shares_held": "3151", "shares_changed": "376", "shares_changed_percentage": "13.55%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STOKES FAMILY OFFICE", "shares_held": "3148", "shares_changed": "-836", "shares_changed_percentage": "-20.98%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ALLRED CAPITAL MANAGEMENT", "shares_held": "3147", "shares_changed": "-4", "shares_changed_percentage": "-0.13%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HEMENWAY TRUST CO LLC", "shares_held": "3147", "shares_changed": "-68", "shares_changed_percentage": "-2.12%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TITLEIST ASSET MANAGEMENT", "shares_held": "3147", "shares_changed": "399", "shares_changed_percentage": "14.52%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FUTURE FINANCIAL WEALTH MANAGMENT LLC", "shares_held": "3146", "shares_changed": "26", "shares_changed_percentage": "0.83%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SITTNER & NELSON", "shares_held": "3145", "shares_changed": "100", "shares_changed_percentage": "3.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CROMWELL HOLDINGS LLC", "shares_held": "3136", "shares_changed": "392", "shares_changed_percentage": "14.29%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MV CAPITAL MANAGEMENT", "shares_held": "3135", "shares_changed": "16", "shares_changed_percentage": "0.51%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VANGUARD NATIONAL TRUST CO", "shares_held": "3135", "shares_changed": "824", "shares_changed_percentage": "35.66%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COUNTRY FUND MANAGEMENT", "shares_held": "3133", "shares_changed": "-58", "shares_changed_percentage": "-1.82%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NEMES RUSH GROUP LLC", "shares_held": "3130", "shares_changed": "21", "shares_changed_percentage": "0.68%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ADVANCE CAPITAL MANAGEMENT", "shares_held": "3127", "shares_changed": "470", "shares_changed_percentage": "17.69%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CENTER FOR FINANCIAL PLANNING", "shares_held": "3124", "shares_changed": "-23", "shares_changed_percentage": "-0.73%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST COMMAND ADVISORY SERVICES", "shares_held": "3121", "shares_changed": "-350", "shares_changed_percentage": "-10.08%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LVZ", "shares_held": "3119", "shares_changed": "107", "shares_changed_percentage": "3.55%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SOVRAN ADVISORS", "shares_held": "3111", "shares_changed": "-3979", "shares_changed_percentage": "-56.12%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SYM FINANCIAL CORP", "shares_held": "3102", "shares_changed": "85", "shares_changed_percentage": "2.82%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KEEBECK WEALTH MANAGEMENT", "shares_held": "3097", "shares_changed": "370", "shares_changed_percentage": "13.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MONTZ HARCUS WEALTH MANAGEMENT LLC", "shares_held": "3096", "shares_changed": "51", "shares_changed_percentage": "1.68%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALLIANCE PRIVATE WEALTH", "shares_held": "3091", "shares_changed": "-322", "shares_changed_percentage": "-9.44%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ARMSTRONG ADVISORY GROUP", "shares_held": "3085", "shares_changed": "2", "shares_changed_percentage": "0.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GOLDSTONE FINANCIAL GROUP", "shares_held": "3085", "shares_changed": "53", "shares_changed_percentage": "1.75%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KEY FINANCIAL INC", "shares_held": "3084", "shares_changed": "-76", "shares_changed_percentage": "-2.40%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "AUXANO ADVISORS", "shares_held": "3075", "shares_changed": "5", "shares_changed_percentage": "0.16%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RIDGE CREEK GLOBAL", "shares_held": "3075", "shares_changed": "3075", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CAMARDA FINANCIAL ADVISORS", "shares_held": "3074", "shares_changed": "-4", "shares_changed_percentage": "-0.13%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "REIK & CO.", "shares_held": "3072", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ELEVATED CAPITAL ADVISORS", "shares_held": "3071", "shares_changed": "-2483", "shares_changed_percentage": "-44.71%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "POM INVESTMENT STRATEGIES", "shares_held": "3069", "shares_changed": "1140", "shares_changed_percentage": "59.10%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LRI INVESTMENTS", "shares_held": "3057", "shares_changed": "28", "shares_changed_percentage": "0.92%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PURPOSE UNLIMITED INC.", "shares_held": "3057", "shares_changed": "-20", "shares_changed_percentage": "-0.65%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CLARK ESTATES INC", "shares_held": "3055", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "RM FINANCIAL SERVICES", "shares_held": "3055", "shares_changed": "-87", "shares_changed_percentage": "-2.77%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DISCIPLINED INVESTORS", "shares_held": "3054", "shares_changed": "3054", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "APPLETON PARTNERS INC", "shares_held": "3052", "shares_changed": "59", "shares_changed_percentage": "1.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CENTRAL VALLEY ADVISORS", "shares_held": "3052", "shares_changed": "53", "shares_changed_percentage": "1.77%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LYNX INVESTMENT ADVISORY", "shares_held": "3050", "shares_changed": "808", "shares_changed_percentage": "36.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SOUTH PLAINS FINANCIAL", "shares_held": "3046", "shares_changed": "264", "shares_changed_percentage": "9.49%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "E&G ADVISORS", "shares_held": "3040", "shares_changed": "50", "shares_changed_percentage": "1.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ESL TRUST SERVICES", "shares_held": "3040", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SMART PORTFOLIOS", "shares_held": "3036", "shares_changed": "50", "shares_changed_percentage": "1.67%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "HBW ADVISORY SERVICES LLC", "shares_held": "3033", "shares_changed": "-51", "shares_changed_percentage": "-1.65%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BROADWAY WEALTH SOLUTIONS", "shares_held": "3029", "shares_changed": "5", "shares_changed_percentage": "0.17%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DIVERSIFIED MANAGEMENT INC", "shares_held": "3027", "shares_changed": "-2674", "shares_changed_percentage": "-46.90%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CONGRESS PARK CAPITAL LLC", "shares_held": "3023", "shares_changed": "-1450", "shares_changed_percentage": "-32.42%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SUMMIT GLOBAL INVESTMENTS", "shares_held": "3022", "shares_changed": "-1361", "shares_changed_percentage": "-31.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "INSIGHT 2811", "shares_held": "3021", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ONEASCENT FAMILY OFFICE", "shares_held": "3010", "shares_changed": "928", "shares_changed_percentage": "44.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GRAVES LIGHT LENHART WEALTH", "shares_held": "3003", "shares_changed": "1", "shares_changed_percentage": "0.03%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WIREGRASS INVESTMENT MANAGEMENT LLC", "shares_held": "3001", "shares_changed": "-110", "shares_changed_percentage": "-3.54%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DAVIDSON TRUST CO", "shares_held": "3000", "shares_changed": "72", "shares_changed_percentage": "2.46%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KELLY LAWRENCE W & ASSOCIATES INC", "shares_held": "3000", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SPROTT INC.", "shares_held": "3000", "shares_changed": "3000", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MBM WEALTH CONSULTANTS", "shares_held": "2992", "shares_changed": "439", "shares_changed_percentage": "17.20%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LEGACY CAPITAL GROUP CALIFORNIA", "shares_held": "2989", "shares_changed": "-1653", "shares_changed_percentage": "-35.61%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NOVARE CAPITAL MANAGEMENT LLC", "shares_held": "2988", "shares_changed": "221", "shares_changed_percentage": "7.99%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BRENDEL FINANCIAL ADVISORS LLC", "shares_held": "2983", "shares_changed": "-13025", "shares_changed_percentage": "-81.37%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FORM WEALTH ADVISORS", "shares_held": "2982", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "TRUST CO OF THE SOUTH", "shares_held": "2981", "shares_changed": "-250", "shares_changed_percentage": "-7.74%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SOMERVILLE KURT F", "shares_held": "2980", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FULL SAIL CAPITAL", "shares_held": "2975", "shares_changed": "13", "shares_changed_percentage": "0.44%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "PLANTE MORAN FINANCIAL ADVISORS", "shares_held": "2971", "shares_changed": "-25", "shares_changed_percentage": "-0.83%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ENDEAVOR PRIVATE WEALTH", "shares_held": "2967", "shares_changed": "-30", "shares_changed_percentage": "-1.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PHILLIPS WEALTH PLANNERS LLC", "shares_held": "2960", "shares_changed": "-13", "shares_changed_percentage": "-0.44%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STRATEGY ASSET MANAGERS LLC", "shares_held": "2958", "shares_changed": "-19", "shares_changed_percentage": "-0.64%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LODESTAR PRIVATE ASSET MANAGEMENT LLC", "shares_held": "2949", "shares_changed": "-6", "shares_changed_percentage": "-0.20%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COMMONWEALTH FINANCIAL SERVICES", "shares_held": "2946", "shares_changed": "77", "shares_changed_percentage": "2.68%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MAGNUS FINANCIAL GROUP LLC", "shares_held": "2945", "shares_changed": "-408", "shares_changed_percentage": "-12.17%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WALTER & KEENAN WEALTH MANAGEMENT LLC", "shares_held": "2942", "shares_changed": "287", "shares_changed_percentage": "10.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CAPITAL ADVISORS WEALTH MANAGEMENT", "shares_held": "2941", "shares_changed": "-116", "shares_changed_percentage": "-3.79%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HORAN WEALTH", "shares_held": "2941", "shares_changed": "-2861", "shares_changed_percentage": "-49.31%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HARBOUR TRUST & INVESTMENT MANAGEMENT CO", "shares_held": "2940", "shares_changed": "-57", "shares_changed_percentage": "-1.90%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BULL HARBOR CAPITAL LLC", "shares_held": "2933", "shares_changed": "1584", "shares_changed_percentage": "117.42%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PROFESSIONAL ADVISORY SERVICES INC", "shares_held": "2933", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "OPTAS", "shares_held": "2931", "shares_changed": "-1323", "shares_changed_percentage": "-31.10%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SMARTHARVEST PORTFOLIOS", "shares_held": "2927", "shares_changed": "-22", "shares_changed_percentage": "-0.75%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VALPEY FINANCIAL SERVICES", "shares_held": "2927", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "WNY ASSET MANAGEMENT", "shares_held": "2927", "shares_changed": "63", "shares_changed_percentage": "2.20%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "3CHOPT INVESTMENT PARTNERS", "shares_held": "2918", "shares_changed": "169", "shares_changed_percentage": "6.15%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EADS & HEALD WEALTH MANAGEMENT", "shares_held": "2916", "shares_changed": "-374", "shares_changed_percentage": "-11.37%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SAND HILL GLOBAL ADVISORS", "shares_held": "2916", "shares_changed": "95", "shares_changed_percentage": "3.37%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "THOMASVILLE NATIONAL BANK", "shares_held": "2915", "shares_changed": "-461", "shares_changed_percentage": "-13.65%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ELLENBECKER INVESTMENT GROUP", "shares_held": "2914", "shares_changed": "-100", "shares_changed_percentage": "-3.32%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PINNACLE BANCORP", "shares_held": "2911", "shares_changed": "150", "shares_changed_percentage": "5.43%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "REVOLVE WEALTH PARTNERS", "shares_held": "2911", "shares_changed": "665", "shares_changed_percentage": "29.61%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MINDSET WEALTH MANAGEMENT", "shares_held": "2910", "shares_changed": "-49", "shares_changed_percentage": "-1.66%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CARR FINANCIAL GROUP CORP", "shares_held": "2904", "shares_changed": "416", "shares_changed_percentage": "16.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "THREE BEARINGS FIDUCIARY ADVISORS", "shares_held": "2902", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PARADIGM CAPITAL MANAGEMENT INC", "shares_held": "2900", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BROWN", "shares_held": "2899", "shares_changed": "150", "shares_changed_percentage": "5.46%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "DLK INVESTMENT MANAGEMENT", "shares_held": "2894", "shares_changed": "-156", "shares_changed_percentage": "-5.12%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAUSEY WEALTH LLC", "shares_held": "2893", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ACROPOLIS INVESTMENT MANAGEMENT", "shares_held": "2892", "shares_changed": "6", "shares_changed_percentage": "0.21%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PONTA WEALTH PARTNERS", "shares_held": "2892", "shares_changed": "-48", "shares_changed_percentage": "-1.63%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WESCOTT FINANCIAL ADVISORY GROUP", "shares_held": "2887", "shares_changed": "-248", "shares_changed_percentage": "-7.91%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MORRIS FINANCIAL CONCEPTS", "shares_held": "2886", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SACHETTA", "shares_held": "2884", "shares_changed": "29", "shares_changed_percentage": "1.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ABICH FINANCIAL WEALTH MANAGEMENT LLC", "shares_held": "2882", "shares_changed": "2331", "shares_changed_percentage": "423.05%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "GENUS CAPITAL MANAGEMENT INC.", "shares_held": "2882", "shares_changed": "-48492", "shares_changed_percentage": "-94.39%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HARVEY INVESTMENT CO LLC", "shares_held": "2882", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "DRUCKER WEALTH 3.0", "shares_held": "2868", "shares_changed": "22", "shares_changed_percentage": "0.77%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INCOME INSURANCE LTD", "shares_held": "2868", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BULLOCK WEALTH MANAGEMENT GROUP", "shares_held": "2866", "shares_changed": "2866", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ANCHYRA PARTNERS LLC", "shares_held": "2864", "shares_changed": "44", "shares_changed_percentage": "1.56%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VAUGHAN & CO SECURITIES", "shares_held": "2864", "shares_changed": "-171", "shares_changed_percentage": "-5.63%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CVA FAMILY OFFICE", "shares_held": "2863", "shares_changed": "-65", "shares_changed_percentage": "-2.22%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ADVISOR RESOURCE COUNCIL", "shares_held": "2859", "shares_changed": "48", "shares_changed_percentage": "1.71%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DUNCAN WILLIAMS ASSET MANAGEMENT", "shares_held": "2858", "shares_changed": "166", "shares_changed_percentage": "6.17%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTH ENHANCEMENT TRUST SERVICES", "shares_held": "2856", "shares_changed": "-148", "shares_changed_percentage": "-4.93%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LIBRA WEALTH LLC", "shares_held": "2851", "shares_changed": "39", "shares_changed_percentage": "1.39%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LANGLEY WEALTH MANAGEMENT", "shares_held": "2849", "shares_changed": "2849", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CERRO PACIFIC WEALTH ADVISORS LLC", "shares_held": "2848", "shares_changed": "-64", "shares_changed_percentage": "-2.20%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST UNITED BANK & TRUST", "shares_held": "2841", "shares_changed": "23", "shares_changed_percentage": "0.82%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PATRON PARTNERS", "shares_held": "2839", "shares_changed": "-222", "shares_changed_percentage": "-7.25%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ZIONS BANCORPORATION", "shares_held": "2838", "shares_changed": "105", "shares_changed_percentage": "3.84%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INVICTUS PRIVATE WEALTH", "shares_held": "2835", "shares_changed": "-271", "shares_changed_percentage": "-8.72%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BOND & DEVICK FINANCIAL NETWORK", "shares_held": "2832", "shares_changed": "-100", "shares_changed_percentage": "-3.41%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CRESCENT GROVE ADVISORS", "shares_held": "2832", "shares_changed": "18", "shares_changed_percentage": "0.64%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INTEGRITY ADVISORY SOLUTIONS", "shares_held": "2829", "shares_changed": "433", "shares_changed_percentage": "18.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OSBORNE PARTNERS CAPITAL MANAGEMENT", "shares_held": "2827", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "TRUVESTMENTS CAPITAL LLC", "shares_held": "2822", "shares_changed": "-255", "shares_changed_percentage": "-8.29%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EVERNEST FINANCIAL ADVISORS", "shares_held": "2816", "shares_changed": "363", "shares_changed_percentage": "14.80%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "IAMS WEALTH MANAGEMENT", "shares_held": "2811", "shares_changed": "297", "shares_changed_percentage": "11.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MANCHESTER FINANCIAL INC", "shares_held": "2810", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CAHILL FINANCIAL ADVISORS INC", "shares_held": "2809", "shares_changed": "-119", "shares_changed_percentage": "-4.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SOUTH SHORE CAPITAL ADVISORS", "shares_held": "2807", "shares_changed": "2807", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PRESTIGE WEALTH MANAGEMENT GROUP LLC", "shares_held": "2806", "shares_changed": "2319", "shares_changed_percentage": "476.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HENGEHOLD CAPITAL MANAGEMENT LLC", "shares_held": "2801", "shares_changed": "5", "shares_changed_percentage": "0.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BANTAMAC CAPITAL", "shares_held": "2800", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FINANCIAL PLANNING HAWAII", "shares_held": "2797", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ORION CAPITAL MANAGEMENT LLC", "shares_held": "2791", "shares_changed": "-378", "shares_changed_percentage": "-11.93%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MFA WEALTH SERVICES", "shares_held": "2789", "shares_changed": "455", "shares_changed_percentage": "19.49%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ONE CHARLES PRIVATE WEALTH SERVICES", "shares_held": "2784", "shares_changed": "79", "shares_changed_percentage": "2.92%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HILLTOP PARTNERS LLC", "shares_held": "2776", "shares_changed": "3", "shares_changed_percentage": "0.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TOWN & COUNTRY BANK & TRUST CO DBA FIRST BANKERS TRUST CO", "shares_held": "2775", "shares_changed": "-535", "shares_changed_percentage": "-16.16%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "1620 INVESTMENT ADVISORS", "shares_held": "2773", "shares_changed": "-345", "shares_changed_percentage": "-11.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ACORNS SECURITIES", "shares_held": "2773", "shares_changed": "429", "shares_changed_percentage": "18.30%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRANSAMERICA FINANCIAL ADVISORS", "shares_held": "2767", "shares_changed": "-334", "shares_changed_percentage": "-10.77%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FLAGSHIP WEALTH ADVISORS", "shares_held": "2762", "shares_changed": "351", "shares_changed_percentage": "14.56%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CITY HOLDING CO", "shares_held": "2759", "shares_changed": "2", "shares_changed_percentage": "0.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PLAN A WEALTH LLC", "shares_held": "2754", "shares_changed": "256", "shares_changed_percentage": "10.25%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RIDGEWOOD INVESTMENTS LLC", "shares_held": "2754", "shares_changed": "1750", "shares_changed_percentage": "174.30%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CMC FINANCIAL GROUP", "shares_held": "2742", "shares_changed": "347", "shares_changed_percentage": "14.49%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HORIZON WEALTH MANAGEMENT", "shares_held": "2742", "shares_changed": "12", "shares_changed_percentage": "0.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DISCIPLINED INVESTMENTS", "shares_held": "2741", "shares_changed": "74", "shares_changed_percentage": "2.77%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GLEN EAGLE ADVISORS", "shares_held": "2736", "shares_changed": "7", "shares_changed_percentage": "0.26%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CAMBIENT FAMILY OFFICE", "shares_held": "2731", "shares_changed": "-243", "shares_changed_percentage": "-8.17%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "INVESTMENT ADVISORY GROUP", "shares_held": "2730", "shares_changed": "-72", "shares_changed_percentage": "-2.57%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CENTRAL BANK & TRUST CO", "shares_held": "2724", "shares_changed": "66", "shares_changed_percentage": "2.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FOURTHOUGHT FINANCIAL PARTNERS", "shares_held": "2724", "shares_changed": "241", "shares_changed_percentage": "9.71%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "UNITED BANK", "shares_held": "2713", "shares_changed": "-170", "shares_changed_percentage": "-5.90%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LEWIS ASSET MANAGEMENT", "shares_held": "2712", "shares_changed": "205", "shares_changed_percentage": "8.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SUMMITRY LLC", "shares_held": "2706", "shares_changed": "135", "shares_changed_percentage": "5.25%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VISTA INVESTMENT PARTNERS II", "shares_held": "2704", "shares_changed": "-441", "shares_changed_percentage": "-14.02%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EAGLE CAPITAL MANAGEMENT LLC", "shares_held": "2700", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "LSV ASSET MANAGEMENT", "shares_held": "2700", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "HEMINGTON WEALTH MANAGEMENT", "shares_held": "2697", "shares_changed": "79", "shares_changed_percentage": "3.02%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "GITTERMAN WEALTH MANAGEMENT", "shares_held": "2693", "shares_changed": "623", "shares_changed_percentage": "30.10%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "ADAMS WEALTH MANAGEMENT", "shares_held": "2689", "shares_changed": "387", "shares_changed_percentage": "16.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ACCREDITED INVESTORS INC.", "shares_held": "2683", "shares_changed": "-68", "shares_changed_percentage": "-2.47%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PISCATAQUA SAVINGS BANK", "shares_held": "2680", "shares_changed": "-252", "shares_changed_percentage": "-8.60%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTHQUEST CORP", "shares_held": "2677", "shares_changed": "193", "shares_changed_percentage": "7.77%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SPG ADVISORS LLC", "shares_held": "2676", "shares_changed": "2676", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BERNICKE WEALTH MANAGEMENT", "shares_held": "2672", "shares_changed": "-37", "shares_changed_percentage": "-1.37%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CHASE INVESTMENT COUNSEL CORP", "shares_held": "2668", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SPIRIT OF AMERICA MANAGEMENT CORP", "shares_held": "2668", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ALESCO ADVISORS", "shares_held": "2663", "shares_changed": "126", "shares_changed_percentage": "4.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WAYFINDING FINANCIAL", "shares_held": "2663", "shares_changed": "19", "shares_changed_percentage": "0.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BARON FINANCIAL GROUP", "shares_held": "2661", "shares_changed": "-2", "shares_changed_percentage": "-0.07%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CHESAPEAKE WEALTH MANAGEMENT", "shares_held": "2661", "shares_changed": "-215", "shares_changed_percentage": "-7.48%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PHOENIX WEALTH ADVISORS", "shares_held": "2660", "shares_changed": "434", "shares_changed_percentage": "19.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CRUSONIA WEALTH ADVISORS LLC", "shares_held": "2659", "shares_changed": "89", "shares_changed_percentage": "3.46%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EVERMAY WEALTH MANAGEMENT LLC", "shares_held": "2651", "shares_changed": "134", "shares_changed_percentage": "5.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FOSTER GROUP", "shares_held": "2650", "shares_changed": "57", "shares_changed_percentage": "2.20%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALJIAN CAPITAL MANAGEMENT", "shares_held": "2648", "shares_changed": "10", "shares_changed_percentage": "0.38%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DOHENY ASSET MANAGEMENT", "shares_held": "2645", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "LIFESTEPS FINANCIAL", "shares_held": "2642", "shares_changed": "1061", "shares_changed_percentage": "67.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VSM WEALTH ADVISORY", "shares_held": "2635", "shares_changed": "-68", "shares_changed_percentage": "-2.52%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MSH CAPITAL ADVISORS LLC", "shares_held": "2631", "shares_changed": "190", "shares_changed_percentage": "7.78%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LIFESTYLE ASSET MANAGEMENT", "shares_held": "2628", "shares_changed": "19", "shares_changed_percentage": "0.73%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SMITH SHELLNUT WILSON LLC", "shares_held": "2628", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SARATOGA RESEARCH & INVESTMENT MANAGEMENT", "shares_held": "2624", "shares_changed": "-109", "shares_changed_percentage": "-3.99%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ELDRIDGE INVESTMENT ADVISORS", "shares_held": "2622", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ELWOOD & GOETZ WEALTH ADVISORY GROUP", "shares_held": "2620", "shares_changed": "65", "shares_changed_percentage": "2.54%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "L.K. BENSON & COMPANY", "shares_held": "2620", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CAPE INVESTMENT ADVISORY", "shares_held": "2619", "shares_changed": "199", "shares_changed_percentage": "8.22%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRITONPOINT PARTNERS", "shares_held": "2619", "shares_changed": "2619", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "VOLEON CAPITAL MANAGEMENT LP", "shares_held": "2613", "shares_changed": "533", "shares_changed_percentage": "25.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BOLTWOOD CAPITAL MANAGEMENT", "shares_held": "2610", "shares_changed": "5", "shares_changed_percentage": "0.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "V. M. MANNING & CO.", "shares_held": "2598", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "QUINTET PRIVATE BANK", "shares_held": "2589", "shares_changed": "154", "shares_changed_percentage": "6.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "4WEALTH ADVISORS", "shares_held": "2587", "shares_changed": "-96", "shares_changed_percentage": "-3.58%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "D'ORAZIO & ASSOCIATES", "shares_held": "2584", "shares_changed": "12", "shares_changed_percentage": "0.47%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "REXFORD CAPITAL INC", "shares_held": "2584", "shares_changed": "18", "shares_changed_percentage": "0.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SUNBEAM CAPITAL MANAGEMENT", "shares_held": "2582", "shares_changed": "-40", "shares_changed_percentage": "-1.53%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COHEN INVESTMENT ADVISORS LLC", "shares_held": "2580", "shares_changed": "-53", "shares_changed_percentage": "-2.01%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EVANSON FINANCIAL", "shares_held": "2579", "shares_changed": "2579", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "EVANSON ASSET MANAGEMENT", "shares_held": "2577", "shares_changed": "-5", "shares_changed_percentage": "-0.19%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "TRITONPOINT WEALTH", "shares_held": "2576", "shares_changed": "109", "shares_changed_percentage": "4.42%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FENIMORE ASSET MANAGEMENT INC", "shares_held": "2573", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ALTA WEALTH ADVISORS LLC", "shares_held": "2570", "shares_changed": "-101", "shares_changed_percentage": "-3.78%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WRAPMANAGER INC", "shares_held": "2569", "shares_changed": "-133", "shares_changed_percentage": "-4.92%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BEACON CAPITAL MANAGEMENT", "shares_held": "2567", "shares_changed": "110", "shares_changed_percentage": "4.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EVERPAR ADVISORS LLC", "shares_held": "2566", "shares_changed": "227", "shares_changed_percentage": "9.71%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NORTHSTAR FINANCIAL COMPANIES", "shares_held": "2566", "shares_changed": "249", "shares_changed_percentage": "10.75%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIERA CAPITAL CORP", "shares_held": "2564", "shares_changed": "2", "shares_changed_percentage": "0.08%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VERSANT CAPITAL MANAGEMENT", "shares_held": "2563", "shares_changed": "-187", "shares_changed_percentage": "-6.80%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CYBER HORNET ETFS LLC", "shares_held": "2561", "shares_changed": "-9", "shares_changed_percentage": "-0.35%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CM WEALTH ADVISORS LLC", "shares_held": "2559", "shares_changed": "360", "shares_changed_percentage": "16.37%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "J.SAFRA ASSET MANAGEMENT CORP", "shares_held": "2558", "shares_changed": "-477", "shares_changed_percentage": "-15.72%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PEARL PLANNING LLC", "shares_held": "2554", "shares_changed": "-200", "shares_changed_percentage": "-7.26%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MCILRATH & ECK", "shares_held": "2553", "shares_changed": "359", "shares_changed_percentage": "16.36%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "CERTIOR FINANCIAL GROUP", "shares_held": "2551", "shares_changed": "-2", "shares_changed_percentage": "-0.08%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STRATOS INVESTMENT MANAGEMENT", "shares_held": "2551", "shares_changed": "133", "shares_changed_percentage": "5.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TORTOISE INVESTMENT MANAGEMENT", "shares_held": "2550", "shares_changed": "-45", "shares_changed_percentage": "-1.73%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WEAVER CONSULTING GROUP", "shares_held": "2549", "shares_changed": "25", "shares_changed_percentage": "0.99%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GLOBAL X JAPAN CO.", "shares_held": "2546", "shares_changed": "334", "shares_changed_percentage": "15.10%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NORRIS PERNE & FRENCH LLP", "shares_held": "2543", "shares_changed": "458", "shares_changed_percentage": "21.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JUNK INVESTMENT GROUP", "shares_held": "2542", "shares_changed": "13", "shares_changed_percentage": "0.51%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FOGUTH WEALTH MANAGEMENT", "shares_held": "2541", "shares_changed": "-62", "shares_changed_percentage": "-2.38%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "QTR FAMILY WEALTH", "shares_held": "2541", "shares_changed": "770", "shares_changed_percentage": "43.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HIGHLAND CAPITAL MANAGEMENT", "shares_held": "2538", "shares_changed": "47", "shares_changed_percentage": "1.89%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MCELHENNY SHEFFIELD CAPITAL MANAGEMENT", "shares_held": "2537", "shares_changed": "363", "shares_changed_percentage": "16.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ENTRUST FINANCIAL LLC", "shares_held": "2536", "shares_changed": "-126", "shares_changed_percentage": "-4.73%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ARVEST INVESTMENTS", "shares_held": "2535", "shares_changed": "-2101", "shares_changed_percentage": "-45.32%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CITIZENS & NORTHERN CORP", "shares_held": "2532", "shares_changed": "-251", "shares_changed_percentage": "-9.02%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HOLISTIC FINANCIAL PARTNERS", "shares_held": "2532", "shares_changed": "-770", "shares_changed_percentage": "-23.32%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FINANCIAL ADVISORS NETWORK", "shares_held": "2527", "shares_changed": "-1068", "shares_changed_percentage": "-29.71%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "JOULE FINANCIAL", "shares_held": "2524", "shares_changed": "-43", "shares_changed_percentage": "-1.68%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RETIREMENT INCOME SOLUTIONS", "shares_held": "2524", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BEACON FINANCIAL STRATEGIES CORP", "shares_held": "2522", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FIRST FINANCIAL BANKSHARES INC", "shares_held": "2522", "shares_changed": "2522", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BEACON FINANCIAL GROUP", "shares_held": "2517", "shares_changed": "-75", "shares_changed_percentage": "-2.89%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CASTLEVIEW PARTNERS", "shares_held": "2513", "shares_changed": "592", "shares_changed_percentage": "30.82%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ASSET ADVISORY GROUP", "shares_held": "2512", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PLANVEST FINANCIAL", "shares_held": "2511", "shares_changed": "6", "shares_changed_percentage": "0.24%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SCHMIDT P J INVESTMENT MANAGEMENT INC", "shares_held": "2508", "shares_changed": "50", "shares_changed_percentage": "2.03%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HAMILTON CAPITAL", "shares_held": "2504", "shares_changed": "433", "shares_changed_percentage": "20.91%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ROOT FINANCIAL PARTNERS", "shares_held": "2501", "shares_changed": "-165", "shares_changed_percentage": "-6.19%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SAWYER & COMPANY", "shares_held": "2500", "shares_changed": "-82", "shares_changed_percentage": "-3.18%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "APPROACH RETIREMENT ADVISORS", "shares_held": "2497", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "TIAA TRUST", "shares_held": "2497", "shares_changed": "-2322", "shares_changed_percentage": "-48.18%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VON BORSTEL & ASSOCIATES", "shares_held": "2497", "shares_changed": "-17", "shares_changed_percentage": "-0.68%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ELYXIUM WEALTH", "shares_held": "2496", "shares_changed": "1222", "shares_changed_percentage": "95.92%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NORTHSTAR ADVISORY GROUP", "shares_held": "2488", "shares_changed": "14", "shares_changed_percentage": "0.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ADVISORY SOLUTIONS GROUP", "shares_held": "2487", "shares_changed": "2487", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "GREATMARK INVESTMENT PARTNERS", "shares_held": "2479", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "RETIREMENT SOLUTION LLC", "shares_held": "2479", "shares_changed": "643", "shares_changed_percentage": "35.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STG SECURITIES", "shares_held": "2476", "shares_changed": "2476", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BUILDER INVESTMENT GROUP INC", "shares_held": "2475", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "KFA PRIVATE WEALTH GROUP", "shares_held": "2473", "shares_changed": "-1393", "shares_changed_percentage": "-36.03%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ANNIS GARDNER WHITING CAPITAL ADVISORS", "shares_held": "2470", "shares_changed": "-302", "shares_changed_percentage": "-10.89%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "AM INVESTMENT STRATEGIES LLC", "shares_held": "2465", "shares_changed": "1", "shares_changed_percentage": "0.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PERENNIAL ADVISORS", "shares_held": "2465", "shares_changed": "1040", "shares_changed_percentage": "72.98%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RENCH WEALTH MANAGEMENT", "shares_held": "2463", "shares_changed": "47", "shares_changed_percentage": "1.95%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MAGNOLIA CAPITAL MANAGEMENT LTD", "shares_held": "2457", "shares_changed": "-630", "shares_changed_percentage": "-20.41%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SALOMON & LUDWIN", "shares_held": "2455", "shares_changed": "-51", "shares_changed_percentage": "-2.04%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GROVE STREET FIDUCIARY", "shares_held": "2454", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "VANN EQUITY MANAGEMENT LLC", "shares_held": "2454", "shares_changed": "22", "shares_changed_percentage": "0.91%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MCGOWAN GROUP ASSET MANAGEMENT", "shares_held": "2452", "shares_changed": "-124", "shares_changed_percentage": "-4.81%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SUMMIT WEALTH PARTNERS", "shares_held": "2444", "shares_changed": "1", "shares_changed_percentage": "0.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OATH PLANNING", "shares_held": "2440", "shares_changed": "38", "shares_changed_percentage": "1.58%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TULSA WEALTH ADVISORS", "shares_held": "2436", "shares_changed": "-163", "shares_changed_percentage": "-6.27%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MOODY LYNN LIEBERSON & WALKER", "shares_held": "2435", "shares_changed": "-73", "shares_changed_percentage": "-2.91%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EARNEST PARTNERS LLC", "shares_held": "2434", "shares_changed": "65", "shares_changed_percentage": "2.74%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST BUSINESS FINANCIAL SERVICES", "shares_held": "2434", "shares_changed": "430", "shares_changed_percentage": "21.46%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INTEGRAS PARTNERS LLC", "shares_held": "2434", "shares_changed": "726", "shares_changed_percentage": "42.51%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SEPIO CAPITAL", "shares_held": "2431", "shares_changed": "-177", "shares_changed_percentage": "-6.79%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MB", "shares_held": "2427", "shares_changed": "-12", "shares_changed_percentage": "-0.49%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PATRICK M SWEENEY & ASSOCIATES", "shares_held": "2422", "shares_changed": "165", "shares_changed_percentage": "7.31%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SECURITY FINANCIAL SERVICES", "shares_held": "2421", "shares_changed": "28", "shares_changed_percentage": "1.17%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AIRE ADVISORS", "shares_held": "2420", "shares_changed": "20", "shares_changed_percentage": "0.83%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LVW ADVISORS", "shares_held": "2416", "shares_changed": "221", "shares_changed_percentage": "10.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ERN FINANCIAL", "shares_held": "2414", "shares_changed": "1206", "shares_changed_percentage": "99.83%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PARK EDGE ADVISORS", "shares_held": "2409", "shares_changed": "-5108", "shares_changed_percentage": "-67.95%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "INNOVA WEALTH PARTNERS", "shares_held": "2408", "shares_changed": "8", "shares_changed_percentage": "0.33%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TUDOR FINANCIAL INC.", "shares_held": "2406", "shares_changed": "-163", "shares_changed_percentage": "-6.34%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BIGELOW INVESTMENT ADVISORS", "shares_held": "2405", "shares_changed": "2405", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ROBERTS CAPITAL ADVISORS", "shares_held": "2404", "shares_changed": "2404", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2025-09-30" }, { "holder_name": "GODFREY FINANCIAL ASSOCIATES", "shares_held": "2401", "shares_changed": "6", "shares_changed_percentage": "0.25%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ARISTOTLE ATLANTIC PARTNERS", "shares_held": "2400", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MOGY JOEL R INVESTMENT COUNSEL INC", "shares_held": "2400", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "TOWNSEND ASSET MANAGEMENT CORP", "shares_held": "2397", "shares_changed": "158", "shares_changed_percentage": "7.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SWEENEY & MICHEL", "shares_held": "2396", "shares_changed": "15", "shares_changed_percentage": "0.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRILLIUM ASSET MANAGEMENT", "shares_held": "2388", "shares_changed": "-65", "shares_changed_percentage": "-2.65%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BRISTLECONE ADVISORS", "shares_held": "2387", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2025-09-30" }, { "holder_name": "VICTORY FINANCIAL GROUP", "shares_held": "2385", "shares_changed": "71", "shares_changed_percentage": "3.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CENTENNIAL ADVISORS", "shares_held": "2383", "shares_changed": "-321", "shares_changed_percentage": "-11.87%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "UNITED ASSET STRATEGIES", "shares_held": "2381", "shares_changed": "-82", "shares_changed_percentage": "-3.33%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BEACON BANK & TRUST", "shares_held": "2379", "shares_changed": "-83", "shares_changed_percentage": "-3.37%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "FIRST HEARTLAND CONSULTANTS", "shares_held": "2377", "shares_changed": "-52", "shares_changed_percentage": "-2.14%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTH MANAGEMENT STRATEGIES", "shares_held": "2371", "shares_changed": "14", "shares_changed_percentage": "0.59%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WALKNER CONDON FINANCIAL ADVISORS LLC", "shares_held": "2367", "shares_changed": "70", "shares_changed_percentage": "3.05%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FARMERS & MERCHANTS TRUST CO OF LONG BEACH", "shares_held": "2364", "shares_changed": "222", "shares_changed_percentage": "10.36%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CHANCELLOR FINANCIAL GROUP WB LP", "shares_held": "2361", "shares_changed": "694", "shares_changed_percentage": "41.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CAERUS INVESTMENT ADVISORS", "shares_held": "2360", "shares_changed": "942", "shares_changed_percentage": "66.43%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "REGENT PEAK WEALTH ADVISORS LLC", "shares_held": "2359", "shares_changed": "-52", "shares_changed_percentage": "-2.16%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TAYLOR SECURITIES SERVICES", "shares_held": "2354", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "INDEPENDENT INVESTORS INC", "shares_held": "2350", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "OUTFITTERS FINANCIAL LLC", "shares_held": "2350", "shares_changed": "130", "shares_changed_percentage": "5.86%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TEAMWORK FINANCIAL ADVISORS", "shares_held": "2346", "shares_changed": "105", "shares_changed_percentage": "4.68%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VALUES ADDED FINANCIAL LLC", "shares_held": "2345", "shares_changed": "-2", "shares_changed_percentage": "-0.09%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DORATO CAPITAL MANAGEMENT", "shares_held": "2344", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PER STIRLING CAPITAL MANAGEMENT", "shares_held": "2341", "shares_changed": "-30", "shares_changed_percentage": "-1.26%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CONTINUUM WEALTH ADVISORS", "shares_held": "2334", "shares_changed": "335", "shares_changed_percentage": "16.76%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "REALTA INVESTMENT ADVISORS", "shares_held": "2331", "shares_changed": "264", "shares_changed_percentage": "12.77%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RS CRUM INC.", "shares_held": "2326", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PRINCETON GLOBAL ASSET MANAGEMENT LLC", "shares_held": "2325", "shares_changed": "-44", "shares_changed_percentage": "-1.86%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DIVIDEND ASSETS CAPITAL", "shares_held": "2322", "shares_changed": "-1945", "shares_changed_percentage": "-45.58%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MORTON CAPITAL MANAGEMENT LLC", "shares_held": "2322", "shares_changed": "-23", "shares_changed_percentage": "-0.98%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "OBSIDIAN CIO", "shares_held": "2320", "shares_changed": "-53", "shares_changed_percentage": "-2.23%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ROCKBRIDGE INVESTMENT MANAGEMENT", "shares_held": "2312", "shares_changed": "6", "shares_changed_percentage": "0.26%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PCM ENCORE", "shares_held": "2310", "shares_changed": "-287", "shares_changed_percentage": "-11.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GALVIN", "shares_held": "2309", "shares_changed": "1265", "shares_changed_percentage": "121.17%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BALBOA WEALTH PARTNERS", "shares_held": "2305", "shares_changed": "-65", "shares_changed_percentage": "-2.74%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ATTICUS WEALTH MANAGEMENT", "shares_held": "2304", "shares_changed": "1327", "shares_changed_percentage": "135.82%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CARY STREET PARTNERS INVESTMENT ADVISORY LLC", "shares_held": "2300", "shares_changed": "-56", "shares_changed_percentage": "-2.38%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TALBOT FINANCIAL", "shares_held": "2300", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FIVE OCEANS ADVISORS", "shares_held": "2298", "shares_changed": "-16", "shares_changed_percentage": "-0.69%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FORA CAPITAL", "shares_held": "2298", "shares_changed": "2298", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "COOPER", "shares_held": "2295", "shares_changed": "-582", "shares_changed_percentage": "-20.23%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DAYBRIGHT ADVISORY SERVICES", "shares_held": "2294", "shares_changed": "3", "shares_changed_percentage": "0.13%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LOKKEN INVESTMENT GROUP LLC", "shares_held": "2294", "shares_changed": "1", "shares_changed_percentage": "0.04%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "111 CAPITAL", "shares_held": "2287", "shares_changed": "-1581", "shares_changed_percentage": "-40.87%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WILSON & BOUCHER CAPITAL MANAGEMENT", "shares_held": "2285", "shares_changed": "-40", "shares_changed_percentage": "-1.72%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EMPIRICAL ASSET MANAGEMENT", "shares_held": "2282", "shares_changed": "712", "shares_changed_percentage": "45.35%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PRECEDENT WEALTH PARTNERS", "shares_held": "2269", "shares_changed": "2269", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BALLAST ADVISORS LLC", "shares_held": "2267", "shares_changed": "-23", "shares_changed_percentage": "-1.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LGL PARTNERS", "shares_held": "2266", "shares_changed": "152", "shares_changed_percentage": "7.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STONEBROOK PRIVATE INC.", "shares_held": "2261", "shares_changed": "318", "shares_changed_percentage": "16.37%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GRANDFIELD & DODD", "shares_held": "2260", "shares_changed": "-50", "shares_changed_percentage": "-2.17%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MARATHON MISSION", "shares_held": "2260", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PGIM CUSTOM HARVEST LLC", "shares_held": "2260", "shares_changed": "231", "shares_changed_percentage": "11.38%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WINTER & ASSOCIATES", "shares_held": "2257", "shares_changed": "2", "shares_changed_percentage": "0.09%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MARKOWSKI INVESTMENTS", "shares_held": "2256", "shares_changed": "2256", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PASSUMPSIC SAVINGS BANK", "shares_held": "2252", "shares_changed": "175", "shares_changed_percentage": "8.43%", "change_type": "increased", "last_reported": "2025-12-31" }, { "holder_name": "JACKSON THORNTON WEALTH MANAGEMENT", "shares_held": "2251", "shares_changed": "978", "shares_changed_percentage": "76.83%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COMMONWEALTH RETIREMENT INVESTMENTS LLC", "shares_held": "2248", "shares_changed": "36", "shares_changed_percentage": "1.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AFFINITY CAPITAL ADVISORS", "shares_held": "2244", "shares_changed": "-23", "shares_changed_percentage": "-1.01%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SOL CAPITAL MANAGEMENT CO", "shares_held": "2244", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2025-12-31" }, { "holder_name": "FINANCIAL SECURITY ADVISOR", "shares_held": "2243", "shares_changed": "20", "shares_changed_percentage": "0.90%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FINANCIAL ADVISORS", "shares_held": "2241", "shares_changed": "-166", "shares_changed_percentage": "-6.90%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "TRIAGEN WEALTH MANAGEMENT LLC", "shares_held": "2239", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ARMSTRONG HENRY H ASSOCIATES INC", "shares_held": "2238", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CENTRIC WEALTH MANAGEMENT", "shares_held": "2234", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CERTUITY", "shares_held": "2233", "shares_changed": "166", "shares_changed_percentage": "8.03%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WFA OF SAN DIEGO", "shares_held": "2233", "shares_changed": "-198", "shares_changed_percentage": "-8.14%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ABEL HALL", "shares_held": "2224", "shares_changed": "240", "shares_changed_percentage": "12.10%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INSIGHT ADVISORS", "shares_held": "2222", "shares_changed": "486", "shares_changed_percentage": "28.00%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PROSPERITY BANCSHARES INC", "shares_held": "2217", "shares_changed": "74", "shares_changed_percentage": "3.45%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTHEDGE INVESTMENT ADVISORS", "shares_held": "2212", "shares_changed": "2212", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CAPSTONE WEALTH MANAGEMENT GROUP", "shares_held": "2208", "shares_changed": "2208", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "DASH ACQUISITIONS INC.", "shares_held": "2200", "shares_changed": "-215", "shares_changed_percentage": "-8.90%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ROTH FINANCIAL PARTNERS LLC", "shares_held": "2200", "shares_changed": "-1000", "shares_changed_percentage": "-31.25%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "US ASSET MANAGEMENT LLC", "shares_held": "2200", "shares_changed": "10", "shares_changed_percentage": "0.46%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ACCRETIVE WEALTH PARTNERS", "shares_held": "2199", "shares_changed": "200", "shares_changed_percentage": "10.01%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WHALEROCK POINT PARTNERS", "shares_held": "2198", "shares_changed": "-20", "shares_changed_percentage": "-0.90%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PSI ADVISORS", "shares_held": "2195", "shares_changed": "36", "shares_changed_percentage": "1.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CENTRAL PACIFIC BANK - TRUST DIVISION", "shares_held": "2194", "shares_changed": "11", "shares_changed_percentage": "0.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VERATIS ADVISORS", "shares_held": "2194", "shares_changed": "35", "shares_changed_percentage": "1.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MAY HILL CAPITAL", "shares_held": "2193", "shares_changed": "539", "shares_changed_percentage": "32.59%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OBERMEYER WEALTH PARTNERS", "shares_held": "2190", "shares_changed": "-429", "shares_changed_percentage": "-16.38%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TOWERCREST CAPITAL MANAGEMENT", "shares_held": "2187", "shares_changed": "1", "shares_changed_percentage": "0.05%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KUHN & CO INVESTMENT COUNSEL", "shares_held": "2184", "shares_changed": "19", "shares_changed_percentage": "0.88%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ONE DAY IN JULY LLC", "shares_held": "2184", "shares_changed": "374", "shares_changed_percentage": "20.66%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ISTHMUS PARTNERS", "shares_held": "2183", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "LEGACY FINANCIAL STRATEGIES", "shares_held": "2181", "shares_changed": "-1002", "shares_changed_percentage": "-31.48%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "J. DEREK LEWIS & ASSOCIATES INC.", "shares_held": "2180", "shares_changed": "514", "shares_changed_percentage": "30.85%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALLIANCE WEALTH MANAGEMENT GROUP", "shares_held": "2179", "shares_changed": "1", "shares_changed_percentage": "0.05%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ASSET ADVISORS INVESTMENT MANAGEMENT", "shares_held": "2179", "shares_changed": "-304", "shares_changed_percentage": "-12.24%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MCKINLEY CARTER WEALTH SERVICES", "shares_held": "2179", "shares_changed": "-59", "shares_changed_percentage": "-2.64%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "QUANTUM FINANCIAL ADVISORS", "shares_held": "2174", "shares_changed": "-247", "shares_changed_percentage": "-10.20%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LANSING STREET ADVISORS", "shares_held": "2173", "shares_changed": "112", "shares_changed_percentage": "5.43%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WERNAU ASSET MANAGEMENT INC.", "shares_held": "2166", "shares_changed": "-182", "shares_changed_percentage": "-7.75%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ALPHA FAMILY TRUST", "shares_held": "2165", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "WATERFRONT WEALTH INC.", "shares_held": "2158", "shares_changed": "-5", "shares_changed_percentage": "-0.23%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ARNHOLD LLC", "shares_held": "2156", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FI3 FINANCIAL ADVISORS", "shares_held": "2156", "shares_changed": "453", "shares_changed_percentage": "26.60%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ERGAWEALTH ADVISORS", "shares_held": "2155", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CNB BANK", "shares_held": "2151", "shares_changed": "24", "shares_changed_percentage": "1.13%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "D. SCOTT NEAL", "shares_held": "2150", "shares_changed": "-312", "shares_changed_percentage": "-12.67%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "FINANCIAL CONSULATE", "shares_held": "2146", "shares_changed": "15", "shares_changed_percentage": "0.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BOYAR ASSET MANAGEMENT INC.", "shares_held": "2145", "shares_changed": "504", "shares_changed_percentage": "30.71%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ARBOR INVESTMENT ADVISORS", "shares_held": "2143", "shares_changed": "2143", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "KNOTT DAVID M JR", "shares_held": "2142", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FINANCIAL MANAGEMENT PROFESSIONALS", "shares_held": "2138", "shares_changed": "-169", "shares_changed_percentage": "-7.33%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RESOLUTE WEALTH STRATEGIES", "shares_held": "2134", "shares_changed": "126", "shares_changed_percentage": "6.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "APOLLON FINANCIAL", "shares_held": "2131", "shares_changed": "139", "shares_changed_percentage": "6.98%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST NATIONAL BANK SIOUX FALLS", "shares_held": "2129", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "Z3 CAPITAL PARTNERS", "shares_held": "2127", "shares_changed": "-200", "shares_changed_percentage": "-8.60%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GIBBS WEALTH MANAGEMENT", "shares_held": "2124", "shares_changed": "789", "shares_changed_percentage": "59.10%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "VUB GENERALI DOCHODKOVA SPRAVCOVSKA SPOLOCNOST", "shares_held": "2124", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FREESTATE ADVISORS LLC", "shares_held": "2121", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SOUTHLAND EQUITY PARTNERS LLC", "shares_held": "2118", "shares_changed": "19", "shares_changed_percentage": "0.91%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CLEAR CREEK FINANCIAL MANAGEMENT", "shares_held": "2117", "shares_changed": "110", "shares_changed_percentage": "5.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PROVIDENCE FINANCIAL ADVISORS", "shares_held": "2113", "shares_changed": "-2", "shares_changed_percentage": "-0.10%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CORNERSTONE PLANNING GROUP LLC", "shares_held": "2111", "shares_changed": "108", "shares_changed_percentage": "5.39%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FINANCIAL SYMMETRY INC", "shares_held": "2105", "shares_changed": "-51", "shares_changed_percentage": "-2.37%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ALLSQUARE WEALTH MANAGEMENT LLC", "shares_held": "2104", "shares_changed": "-105", "shares_changed_percentage": "-4.75%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "PEKIN HARDY STRAUSS", "shares_held": "2100", "shares_changed": "-250", "shares_changed_percentage": "-10.64%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CENTERLINE WEALTH ADVISORS", "shares_held": "2093", "shares_changed": "17", "shares_changed_percentage": "0.82%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KRS CAPITAL MANAGEMENT", "shares_held": "2090", "shares_changed": "-6", "shares_changed_percentage": "-0.29%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LAZARD FRERES GESTION S.A.S.", "shares_held": "2078", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "W ADVISORS", "shares_held": "2073", "shares_changed": "109", "shares_changed_percentage": "5.55%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TOWER WEALTH PARTNERS", "shares_held": "2070", "shares_changed": "-160", "shares_changed_percentage": "-7.17%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FCG INVESTMENT CO", "shares_held": "2063", "shares_changed": "-277", "shares_changed_percentage": "-11.84%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "YEOMANS CONSULTING GROUP", "shares_held": "2061", "shares_changed": "44", "shares_changed_percentage": "2.18%", "change_type": "increased", "last_reported": "2025-12-31" }, { "holder_name": "JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC", "shares_held": "2060", "shares_changed": "-168", "shares_changed_percentage": "-7.54%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SONATA CAPITAL GROUP INC", "shares_held": "2060", "shares_changed": "-875", "shares_changed_percentage": "-29.81%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MOSELEY INVESTMENT MANAGEMENT INC", "shares_held": "2058", "shares_changed": "-132", "shares_changed_percentage": "-6.03%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "CHELSEA COUNSEL CO", "shares_held": "2057", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "GOLDSTEIN ADVISORS", "shares_held": "2052", "shares_changed": "742", "shares_changed_percentage": "56.64%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BURLING WEALTH PARTNERS", "shares_held": "2051", "shares_changed": "-149", "shares_changed_percentage": "-6.77%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GLASS WEALTH MANAGEMENT CO LLC", "shares_held": "2050", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "NADLER FINANCIAL GROUP", "shares_held": "2044", "shares_changed": "19", "shares_changed_percentage": "0.94%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TANDEM INVESTMENT PARTNERS LLC", "shares_held": "2044", "shares_changed": "3", "shares_changed_percentage": "0.15%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CFM WEALTH PARTNERS LLC", "shares_held": "2041", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "INLET PRIVATE WEALTH", "shares_held": "2040", "shares_changed": "-2500", "shares_changed_percentage": "-55.07%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SYSTEMATIC ALPHA INVESTMENTS", "shares_held": "2040", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "VERABANK", "shares_held": "2040", "shares_changed": "-150", "shares_changed_percentage": "-6.85%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CHANNEL WEALTH LLC", "shares_held": "2038", "shares_changed": "44", "shares_changed_percentage": "2.21%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SWITCHPOINT FINANCIAL PLANNING", "shares_held": "2037", "shares_changed": "-9", "shares_changed_percentage": "-0.44%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "UNION SAVINGS BANK", "shares_held": "2037", "shares_changed": "-62", "shares_changed_percentage": "-2.95%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WOODMONT INVESTMENT COUNSEL LLC", "shares_held": "2037", "shares_changed": "23", "shares_changed_percentage": "1.14%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EDGESTREAM PARTNERS", "shares_held": "2030", "shares_changed": "312", "shares_changed_percentage": "18.16%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "626 FINANCIAL", "shares_held": "2028", "shares_changed": "-25", "shares_changed_percentage": "-1.22%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "1900 WEALTH MANAGEMENT LLC", "shares_held": "2027", "shares_changed": "877", "shares_changed_percentage": "76.26%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRAYNOR CAPITAL MANAGEMENT", "shares_held": "2022", "shares_changed": "143", "shares_changed_percentage": "7.61%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GTS SECURITIES LLC", "shares_held": "2021", "shares_changed": "-1177", "shares_changed_percentage": "-36.80%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LOOMIS SAYLES & CO L P", "shares_held": "2020", "shares_changed": "1263", "shares_changed_percentage": "166.84%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NAUTILUS ADVISORS LLC", "shares_held": "2019", "shares_changed": "291", "shares_changed_percentage": "16.84%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OPTIMUM INVESTMENT ADVISORS", "shares_held": "2018", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2025-09-30" }, { "holder_name": "CAPITAL MARKETS TRADING UK LLP", "shares_held": "2017", "shares_changed": "-1052", "shares_changed_percentage": "-34.28%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DENVER PWM", "shares_held": "2014", "shares_changed": "214", "shares_changed_percentage": "11.89%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BEACON INVESTMENT ADVISORS LLC", "shares_held": "2009", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "JOHNSON FINANCIAL GROUP", "shares_held": "2007", "shares_changed": "793", "shares_changed_percentage": "65.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FORTRESS PRIVATE LEDGER", "shares_held": "2002", "shares_changed": "-2224", "shares_changed_percentage": "-52.63%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PEOPLES BANK", "shares_held": "2002", "shares_changed": "10", "shares_changed_percentage": "0.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SHOTWELL RUTTER BAER INC", "shares_held": "2002", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "WORTH ASSET MANAGEMENT", "shares_held": "2002", "shares_changed": "269", "shares_changed_percentage": "15.52%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MCDANIEL TERRY & CO", "shares_held": "1988", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FRAGASSO FINANCIAL ADVISORS INC", "shares_held": "1985", "shares_changed": "-57", "shares_changed_percentage": "-2.79%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CKW FINANCIAL GROUP", "shares_held": "1983", "shares_changed": "24", "shares_changed_percentage": "1.23%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ROSENBERG MATTHEW HAMILTON", "shares_held": "1983", "shares_changed": "105", "shares_changed_percentage": "5.59%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BEVERLY HILLS PRIVATE WEALTH", "shares_held": "1982", "shares_changed": "-1390", "shares_changed_percentage": "-41.22%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FOSTER DYKEMA CABOT & PARTNERS", "shares_held": "1982", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ARROWROOT FAMILY OFFICE", "shares_held": "1976", "shares_changed": "-96", "shares_changed_percentage": "-4.63%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BUCKLEY WEALTH MANAGEMENT", "shares_held": "1970", "shares_changed": "1970", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PLANNING CENTER", "shares_held": "1970", "shares_changed": "-1", "shares_changed_percentage": "-0.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COUNTERWEIGHT VENTURES", "shares_held": "1966", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "EVEREST FINANCIAL GROUP LLC", "shares_held": "1962", "shares_changed": "-9", "shares_changed_percentage": "-0.46%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MA PRIVATE WEALTH", "shares_held": "1960", "shares_changed": "-17", "shares_changed_percentage": "-0.86%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WILLIS INVESTMENT COUNSEL", "shares_held": "1958", "shares_changed": "23", "shares_changed_percentage": "1.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MADISON WEALTH PARTNERS", "shares_held": "1956", "shares_changed": "866", "shares_changed_percentage": "79.45%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KNIGHTSBRIDGE ASSET MANAGEMENT", "shares_held": "1955", "shares_changed": "507", "shares_changed_percentage": "35.01%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SUMMIT WEALTH GROUP LLC", "shares_held": "1955", "shares_changed": "422", "shares_changed_percentage": "27.53%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WESTERKIRK CAPITAL INC.", "shares_held": "1953", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "RESURGENT FINANCIAL ADVISORS LLC", "shares_held": "1952", "shares_changed": "325", "shares_changed_percentage": "19.98%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WAGNER WEALTH MANAGEMENT", "shares_held": "1951", "shares_changed": "1951", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "COVE PRIVATE WEALTH", "shares_held": "1949", "shares_changed": "14", "shares_changed_percentage": "0.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WEST WEALTH GROUP", "shares_held": "1949", "shares_changed": "112", "shares_changed_percentage": "6.10%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BOS ASSET MANAGEMENT", "shares_held": "1945", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MALOON POWERS PITRE HIGGINS & DENNEHY", "shares_held": "1944", "shares_changed": "1944", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "WEDGE CAPITAL MANAGEMENT L L P", "shares_held": "1942", "shares_changed": "18", "shares_changed_percentage": "0.94%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BAKER TILLY WEALTH MANAGEMENT", "shares_held": "1939", "shares_changed": "-573", "shares_changed_percentage": "-22.81%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BEACON FINANCIAL ADVISORY LLC", "shares_held": "1938", "shares_changed": "-231", "shares_changed_percentage": "-10.65%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "AMERICAN INVESTMENT SERVICES", "shares_held": "1937", "shares_changed": "-2242", "shares_changed_percentage": "-53.65%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NEW WORLD ADVISORS LLC", "shares_held": "1936", "shares_changed": "141", "shares_changed_percentage": "7.86%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PENNINGTON PARTNERS & CO.", "shares_held": "1932", "shares_changed": "210", "shares_changed_percentage": "12.20%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PARVIN ASSET MANAGEMENT", "shares_held": "1930", "shares_changed": "80", "shares_changed_percentage": "4.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PRESILIUM PRIVATE WEALTH", "shares_held": "1927", "shares_changed": "95", "shares_changed_percentage": "5.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FSB PREMIER WEALTH MANAGEMENT", "shares_held": "1914", "shares_changed": "-1", "shares_changed_percentage": "-0.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "AIA GROUP LTD", "shares_held": "1913", "shares_changed": "1913", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ABLE FINANCIAL GROUP", "shares_held": "1911", "shares_changed": "-68", "shares_changed_percentage": "-3.44%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BARON SILVER STEVENS FINANCIAL ADVISORS", "shares_held": "1909", "shares_changed": "491", "shares_changed_percentage": "34.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KING WEALTH MANAGEMENT GROUP", "shares_held": "1907", "shares_changed": "14", "shares_changed_percentage": "0.74%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FRIDAY FINANCIAL", "shares_held": "1903", "shares_changed": "35", "shares_changed_percentage": "1.87%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HUMMER FINANCIAL ADVISORY SERVICES INC", "shares_held": "1902", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "OMNI 360 WEALTH", "shares_held": "1901", "shares_changed": "200", "shares_changed_percentage": "11.76%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CHAPIN DAVIS", "shares_held": "1897", "shares_changed": "-200", "shares_changed_percentage": "-9.54%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LEGACY ADVISORS", "shares_held": "1896", "shares_changed": "256", "shares_changed_percentage": "15.61%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COASTLINE TRUST CO", "shares_held": "1891", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "HCR WEALTH ADVISORS", "shares_held": "1891", "shares_changed": "-5", "shares_changed_percentage": "-0.26%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GREENBERG FINANCIAL GROUP", "shares_held": "1889", "shares_changed": "-3376", "shares_changed_percentage": "-64.12%", "change_type": "decreased", "last_reported": "2025-12-31" }, { "holder_name": "TRUNORTH CAPITAL MANAGEMENT", "shares_held": "1887", "shares_changed": "158", "shares_changed_percentage": "9.14%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JGP WEALTH MANAGEMENT", "shares_held": "1886", "shares_changed": "127", "shares_changed_percentage": "7.22%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PFS PARTNERS", "shares_held": "1886", "shares_changed": "146", "shares_changed_percentage": "8.39%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LEGACY TRUST", "shares_held": "1881", "shares_changed": "-1468", "shares_changed_percentage": "-43.83%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PURUS WEALTH MANAGEMENT", "shares_held": "1880", "shares_changed": "199", "shares_changed_percentage": "11.84%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ACORN FINANCIAL ADVISORY SERVICES INC", "shares_held": "1877", "shares_changed": "-388", "shares_changed_percentage": "-17.13%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ENGINEERS GATE MANAGER LP", "shares_held": "1872", "shares_changed": "1872", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "WEST BRANCH CAPITAL LLC", "shares_held": "1871", "shares_changed": "-5132", "shares_changed_percentage": "-73.28%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PRIVATE WEALTH MANAGEMENT GROUP", "shares_held": "1870", "shares_changed": "595", "shares_changed_percentage": "46.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DAVIS INVESTMENT PARTNERS", "shares_held": "1865", "shares_changed": "-189", "shares_changed_percentage": "-9.20%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RISE ADVISORS", "shares_held": "1865", "shares_changed": "34", "shares_changed_percentage": "1.86%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "YANNI & ASSOCIATES INVESTMENT ADVISORS", "shares_held": "1865", "shares_changed": "-49", "shares_changed_percentage": "-2.56%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GREEN RIDGE WEALTH PLANNING LLC", "shares_held": "1864", "shares_changed": "-2", "shares_changed_percentage": "-0.11%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COMMUNITY BANK OF RAYMORE", "shares_held": "1860", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "DIAMANT ASSET MANAGEMENT", "shares_held": "1860", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ABERDEEN WEALTH MANAGEMENT LLC", "shares_held": "1857", "shares_changed": "-1002", "shares_changed_percentage": "-35.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "INTEGRIS WEALTH MANAGEMENT", "shares_held": "1855", "shares_changed": "25", "shares_changed_percentage": "1.37%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MPS LORIA FINANCIAL PLANNERS", "shares_held": "1854", "shares_changed": "44", "shares_changed_percentage": "2.43%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WHELAN FINANCIAL", "shares_held": "1852", "shares_changed": "-25", "shares_changed_percentage": "-1.33%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GOLDEN RESERVE RETIREMENT LLC", "shares_held": "1850", "shares_changed": "522", "shares_changed_percentage": "39.31%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "XTX TOPCO LTD", "shares_held": "1848", "shares_changed": "-4837", "shares_changed_percentage": "-72.36%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CITY NATIONAL BANK OF FLORIDA", "shares_held": "1847", "shares_changed": "1847", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "L.M. KOHN & COMPANY", "shares_held": "1844", "shares_changed": "37", "shares_changed_percentage": "2.05%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "ROSE CAPITAL ADVISORS LLC", "shares_held": "1844", "shares_changed": "1844", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "GLOBAL WEALTH STRATEGIES & ASSOCIATES", "shares_held": "1842", "shares_changed": "15", "shares_changed_percentage": "0.82%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LANDAAS & CO", "shares_held": "1836", "shares_changed": "3", "shares_changed_percentage": "0.16%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PROSPERITY FINANCIAL GROUP", "shares_held": "1834", "shares_changed": "-301", "shares_changed_percentage": "-14.10%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TRUE LINK FINANCIAL ADVISORS", "shares_held": "1832", "shares_changed": "14", "shares_changed_percentage": "0.77%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BIRCH FINANCIAL GROUP", "shares_held": "1829", "shares_changed": "-79", "shares_changed_percentage": "-4.14%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BECK MACK & OLIVER LLC", "shares_held": "1826", "shares_changed": "125", "shares_changed_percentage": "7.35%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LANTERN WEALTH ADVISORS", "shares_held": "1825", "shares_changed": "-301", "shares_changed_percentage": "-14.16%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MARBLE HARBOR INVESTMENT COUNSEL", "shares_held": "1823", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PROSPERITAS FINANCIAL LLC", "shares_held": "1823", "shares_changed": "426", "shares_changed_percentage": "30.49%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MILLER INVESTMENT MANAGEMENT", "shares_held": "1822", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "STONEBRIDGE FINANCIAL GROUP", "shares_held": "1816", "shares_changed": "20", "shares_changed_percentage": "1.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GREAT DIAMOND PARTNERS", "shares_held": "1815", "shares_changed": "98", "shares_changed_percentage": "5.71%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WELLINGTON GRP LLC", "shares_held": "1814", "shares_changed": "-35", "shares_changed_percentage": "-1.89%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MACROVIEW INVESTMENT MANAGEMENT LLC", "shares_held": "1813", "shares_changed": "215", "shares_changed_percentage": "13.45%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTHSHIELD PARTNERS", "shares_held": "1813", "shares_changed": "-2570", "shares_changed_percentage": "-58.64%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SILVIA MCCOLL WEALTH MANAGEMENT", "shares_held": "1811", "shares_changed": "-90", "shares_changed_percentage": "-4.73%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RIA ADVISORY GROUP LLC", "shares_held": "1809", "shares_changed": "-119", "shares_changed_percentage": "-6.17%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BIRCHCREEK WEALTH MANAGEMENT", "shares_held": "1808", "shares_changed": "442", "shares_changed_percentage": "32.36%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NIXON PEABODY TRUST CO", "shares_held": "1805", "shares_changed": "531", "shares_changed_percentage": "41.68%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HUBBELL STRICKLAND WEALTH MANAGEMENT", "shares_held": "1804", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CAPITAL ADVANTAGE", "shares_held": "1803", "shares_changed": "-97", "shares_changed_percentage": "-5.11%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CHALLENGER WEALTH MANAGEMENT", "shares_held": "1802", "shares_changed": "42", "shares_changed_percentage": "2.39%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BOK FINANCIAL PRIVATE WEALTH", "shares_held": "1799", "shares_changed": "16", "shares_changed_percentage": "0.90%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DGS CAPITAL MANAGEMENT", "shares_held": "1799", "shares_changed": "443", "shares_changed_percentage": "32.67%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "RIVERSEDGE ADVISORS", "shares_held": "1799", "shares_changed": "839", "shares_changed_percentage": "87.40%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DECKER RETIREMENT PLANNING INC.", "shares_held": "1798", "shares_changed": "1", "shares_changed_percentage": "0.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BALTIMORE-WASHINGTON FINANCIAL ADVISORS", "shares_held": "1797", "shares_changed": "295", "shares_changed_percentage": "19.64%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HAZLETT", "shares_held": "1797", "shares_changed": "86", "shares_changed_percentage": "5.03%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "IMPACT CAPITAL PARTNERS LLC", "shares_held": "1797", "shares_changed": "459", "shares_changed_percentage": "34.30%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JACOBSEN CAPITAL MANAGEMENT", "shares_held": "1795", "shares_changed": "-22", "shares_changed_percentage": "-1.21%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PETROS FAMILY WEALTH", "shares_held": "1795", "shares_changed": "-143", "shares_changed_percentage": "-7.38%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RB CAPITAL MANAGEMENT", "shares_held": "1794", "shares_changed": "498", "shares_changed_percentage": "38.43%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ARGUS INVESTORS' COUNSEL", "shares_held": "1793", "shares_changed": "4", "shares_changed_percentage": "0.22%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EAST COAST ASSET MANAGEMENT", "shares_held": "1793", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "COSTON", "shares_held": "1792", "shares_changed": "2", "shares_changed_percentage": "0.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VAN CLEEF ASSET MANAGEMENT", "shares_held": "1792", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BROOKWOOD INVESTMENT GROUP LLC", "shares_held": "1790", "shares_changed": "-158", "shares_changed_percentage": "-8.11%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BRIGHT FINANCIAL ADVISORS", "shares_held": "1787", "shares_changed": "240", "shares_changed_percentage": "15.51%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALPHAGREP UK LTD", "shares_held": "1784", "shares_changed": "738", "shares_changed_percentage": "70.55%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BAKER BOYER NATIONAL BANK", "shares_held": "1784", "shares_changed": "-203", "shares_changed_percentage": "-10.22%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HERITAGE FAMILY OFFICES", "shares_held": "1781", "shares_changed": "357", "shares_changed_percentage": "25.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HOLT CAPITAL ADVISORS", "shares_held": "1781", "shares_changed": "75", "shares_changed_percentage": "4.40%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PACIFIC EXCEL WEALTH ADVISORS", "shares_held": "1781", "shares_changed": "1781", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "JAMISON PRIVATE WEALTH MANAGEMENT", "shares_held": "1773", "shares_changed": "10", "shares_changed_percentage": "0.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MATTERN WEALTH MANAGEMENT LLC", "shares_held": "1769", "shares_changed": "31", "shares_changed_percentage": "1.78%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRIUNE FINANCIAL PARTNERS", "shares_held": "1768", "shares_changed": "17", "shares_changed_percentage": "0.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DANA INVESTMENT ADVISORS", "shares_held": "1767", "shares_changed": "-56", "shares_changed_percentage": "-3.07%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MONTCHANIN ASSET MANAGEMENT", "shares_held": "1765", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "LIGHTHOUSE FINANCIAL LLC", "shares_held": "1761", "shares_changed": "91", "shares_changed_percentage": "5.45%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PRIVATE MANAGEMENT GROUP INC", "shares_held": "1761", "shares_changed": "1", "shares_changed_percentage": "0.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EAGLE BAY ADVISORS LLC", "shares_held": "1758", "shares_changed": "149", "shares_changed_percentage": "9.26%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WILKERSON ADVISORY GROUP LLC", "shares_held": "1758", "shares_changed": "130", "shares_changed_percentage": "7.99%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIELDER CAPITAL GROUP LLC", "shares_held": "1753", "shares_changed": "-4", "shares_changed_percentage": "-0.23%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COERENTE CAPITAL MANAGEMENT", "shares_held": "1750", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FRUTH INVESTMENT MANAGEMENT", "shares_held": "1750", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "WATTS GWILLIAM & CO.", "shares_held": "1750", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2025-09-30" }, { "holder_name": "INNOVATIVE ASSET ADVISORS GROUP", "shares_held": "1749", "shares_changed": "-613", "shares_changed_percentage": "-25.95%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MARATHON TRADING INVESTMENT MANAGEMENT LLC", "shares_held": "1749", "shares_changed": "1749", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MINE & ARAO WEALTH CREATION & MANAGEMENT", "shares_held": "1749", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PIONEER TRUST BANK N A", "shares_held": "1748", "shares_changed": "-12", "shares_changed_percentage": "-0.68%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BEARING POINT CAPITAL", "shares_held": "1746", "shares_changed": "1746", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "GRADIENT CAPITAL ADVISORS", "shares_held": "1744", "shares_changed": "-274", "shares_changed_percentage": "-13.58%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BRUCKE FINANCIAL", "shares_held": "1742", "shares_changed": "163", "shares_changed_percentage": "10.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MERIDIAN FINANCIAL PARTNERS LLC", "shares_held": "1742", "shares_changed": "87", "shares_changed_percentage": "5.26%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SJS INVESTMENT CONSULTING INC.", "shares_held": "1741", "shares_changed": "-1", "shares_changed_percentage": "-0.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GUARDIAN WEALTH ADVISORS", "shares_held": "1739", "shares_changed": "-131", "shares_changed_percentage": "-7.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MAS ADVISORS LLC", "shares_held": "1739", "shares_changed": "-5", "shares_changed_percentage": "-0.29%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "O'BRIEN WEALTH PARTNERS LLC", "shares_held": "1736", "shares_changed": "8", "shares_changed_percentage": "0.46%", "change_type": "increased", "last_reported": "2025-12-31" }, { "holder_name": "CHARTER OAK CAPITAL MANAGEMENT", "shares_held": "1734", "shares_changed": "-752", "shares_changed_percentage": "-30.25%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "PREVAIL INNOVATIVE WEALTH ADVISORS", "shares_held": "1734", "shares_changed": "1734", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CAP PARTNERS", "shares_held": "1733", "shares_changed": "67", "shares_changed_percentage": "4.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VANTAGE FINANCIAL PARTNERS", "shares_held": "1733", "shares_changed": "74", "shares_changed_percentage": "4.46%", "change_type": "increased", "last_reported": "2025-12-31" }, { "holder_name": "WEALTHBRIDGE CAPITAL MANAGEMENT", "shares_held": "1730", "shares_changed": "9", "shares_changed_percentage": "0.52%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ASCENSION CAPITAL ADVISORS", "shares_held": "1729", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "EVANSBROOK LLC", "shares_held": "1727", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "GOULD ASSET MANAGEMENT LLC", "shares_held": "1724", "shares_changed": "31", "shares_changed_percentage": "1.83%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRANQUILITY PARTNERS", "shares_held": "1724", "shares_changed": "150", "shares_changed_percentage": "9.53%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BLUESHIFT ASSET MANAGEMENT", "shares_held": "1722", "shares_changed": "-658", "shares_changed_percentage": "-27.65%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RAAB & MOSKOWITZ ASSET MANAGEMENT LLC", "shares_held": "1722", "shares_changed": "25", "shares_changed_percentage": "1.47%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ANNEX ADVISORY SERVICES", "shares_held": "1721", "shares_changed": "-8347", "shares_changed_percentage": "-82.91%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CANNON FINANCIAL STRATEGISTS", "shares_held": "1721", "shares_changed": "495", "shares_changed_percentage": "40.38%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "W.H. CORNERSTONE INVESTMENTS INC.", "shares_held": "1717", "shares_changed": "60", "shares_changed_percentage": "3.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ARIADNE WEALTH MANAGEMENT", "shares_held": "1716", "shares_changed": "267", "shares_changed_percentage": "18.43%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GOLDEN STATE WEALTH MANAGEMENT", "shares_held": "1716", "shares_changed": "257", "shares_changed_percentage": "17.61%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KENORA FINANCIAL", "shares_held": "1715", "shares_changed": "324", "shares_changed_percentage": "23.29%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GARRETT WEALTH ADVISORY GROUP", "shares_held": "1712", "shares_changed": "1712", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "EWA", "shares_held": "1709", "shares_changed": "-120", "shares_changed_percentage": "-6.56%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KIKER WEALTH MANAGEMENT", "shares_held": "1708", "shares_changed": "1", "shares_changed_percentage": "0.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ASSET MANAGEMENT GROUP", "shares_held": "1707", "shares_changed": "7", "shares_changed_percentage": "0.41%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BETTERMENT LLC", "shares_held": "1706", "shares_changed": "1706", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "HILTON HEAD CAPITAL PARTNERS", "shares_held": "1706", "shares_changed": "-568", "shares_changed_percentage": "-24.98%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COHEN & STEERS", "shares_held": "1700", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "STEELHEAD WEALTH MANAGEMENT LLC", "shares_held": "1700", "shares_changed": "174", "shares_changed_percentage": "11.40%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MCGUIRE CAPITAL ADVISORS INC", "shares_held": "1698", "shares_changed": "209", "shares_changed_percentage": "14.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VISION RETIREMENT", "shares_held": "1698", "shares_changed": "-29", "shares_changed_percentage": "-1.68%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SOUTHERN CAPITAL ADVISORS", "shares_held": "1697", "shares_changed": "5", "shares_changed_percentage": "0.30%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RATIONAL ADVISORS", "shares_held": "1695", "shares_changed": "1695", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "TRINITY WEALTH MANAGEMENT", "shares_held": "1695", "shares_changed": "38", "shares_changed_percentage": "2.29%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA", "shares_held": "1694", "shares_changed": "856", "shares_changed_percentage": "102.15%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DSG CAPITAL ADVISORS", "shares_held": "1693", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ADKINS SEALE CAPITAL MANAGEMENT LLC", "shares_held": "1690", "shares_changed": "-57", "shares_changed_percentage": "-3.26%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STABLEFORD CAPITAL II LLC", "shares_held": "1690", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BUCK WEALTH STRATEGIES", "shares_held": "1688", "shares_changed": "-50", "shares_changed_percentage": "-2.88%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAMBRIDGE FINANCIAL GROUP", "shares_held": "1688", "shares_changed": "-52", "shares_changed_percentage": "-2.99%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MERIDIAN FINANCIAL ADVISORS", "shares_held": "1688", "shares_changed": "8", "shares_changed_percentage": "0.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OAKMONT INVESTMENT ADVISORS", "shares_held": "1688", "shares_changed": "-1307", "shares_changed_percentage": "-43.64%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TCFG WEALTH MANAGEMENT", "shares_held": "1687", "shares_changed": "-278", "shares_changed_percentage": "-14.15%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "BRIGHT FUTURES WEALTH MANAGEMENT", "shares_held": "1683", "shares_changed": "-186", "shares_changed_percentage": "-9.95%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HFM INVESTMENT ADVISORS", "shares_held": "1682", "shares_changed": "12", "shares_changed_percentage": "0.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MILESTONE ASSET MANAGEMENT GROUP", "shares_held": "1681", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ABBOT FINANCIAL MANAGEMENT", "shares_held": "1679", "shares_changed": "148", "shares_changed_percentage": "9.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KPP ADVISORY SERVICES LLC", "shares_held": "1677", "shares_changed": "-452", "shares_changed_percentage": "-21.23%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ICONIQ CAPITAL", "shares_held": "1676", "shares_changed": "1676", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SAXONY CAPITAL MANAGEMENT", "shares_held": "1674", "shares_changed": "587", "shares_changed_percentage": "54.00%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRUNORTH FINANCIAL SERVICES", "shares_held": "1674", "shares_changed": "1674", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "KENTUCKY TRUST CO", "shares_held": "1670", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "KELLETT WEALTH ADVISORS", "shares_held": "1667", "shares_changed": "88", "shares_changed_percentage": "5.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STERLING FINANCIAL PLANNING", "shares_held": "1667", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "COREFIRST BANK & TRUST", "shares_held": "1666", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "HARVEST PORTFOLIOS GROUP INC.", "shares_held": "1666", "shares_changed": "155", "shares_changed_percentage": "10.26%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STERLING INVESTMENT ADVISORS", "shares_held": "1666", "shares_changed": "-228", "shares_changed_percentage": "-12.04%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ALTUS WEALTH GROUP LLC", "shares_held": "1665", "shares_changed": "178", "shares_changed_percentage": "11.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LIBERTY ONE INVESTMENT MANAGEMENT", "shares_held": "1665", "shares_changed": "194", "shares_changed_percentage": "13.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BUCKHEAD CAPITAL MANAGEMENT LLC", "shares_held": "1663", "shares_changed": "-25", "shares_changed_percentage": "-1.48%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "REYES FINANCIAL ARCHITECTURE", "shares_held": "1663", "shares_changed": "-540", "shares_changed_percentage": "-24.51%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PEAK PLANNING GROUP", "shares_held": "1660", "shares_changed": "433", "shares_changed_percentage": "35.29%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FINANCIALLY IN TUNE", "shares_held": "1659", "shares_changed": "-136", "shares_changed_percentage": "-7.58%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "KEB ASSET MANAGEMENT", "shares_held": "1658", "shares_changed": "-352", "shares_changed_percentage": "-17.51%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MRA ADVISORY GROUP", "shares_held": "1657", "shares_changed": "-296", "shares_changed_percentage": "-15.16%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COMMUNITY FINANCIAL SERVICES GROUP", "shares_held": "1656", "shares_changed": "608", "shares_changed_percentage": "58.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KILEY JUERGENS WEALTH MANAGEMENT", "shares_held": "1656", "shares_changed": "-236", "shares_changed_percentage": "-12.47%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CLEARWAVE CAPITAL", "shares_held": "1652", "shares_changed": "22", "shares_changed_percentage": "1.35%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VANTUS WEALTH LLC", "shares_held": "1651", "shares_changed": "257", "shares_changed_percentage": "18.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "55 NORTH PRIVATE WEALTH", "shares_held": "1648", "shares_changed": "217", "shares_changed_percentage": "15.16%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HICKORY POINT BANK & TRUST", "shares_held": "1645", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "AMPLIUS WEALTH ADVISORS", "shares_held": "1644", "shares_changed": "272", "shares_changed_percentage": "19.82%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PARKWOODS WEALTH PARTNERS", "shares_held": "1643", "shares_changed": "55", "shares_changed_percentage": "3.46%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GW HENSSLER & ASSOCIATES LTD", "shares_held": "1641", "shares_changed": "-94", "shares_changed_percentage": "-5.42%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BRAND ASSET MANAGEMENT GROUP", "shares_held": "1636", "shares_changed": "-303", "shares_changed_percentage": "-15.63%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PRIVATE WEALTH PARTNERS", "shares_held": "1636", "shares_changed": "-1090", "shares_changed_percentage": "-39.98%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NICHOLSON WEALTH MANAGEMENT GROUP", "shares_held": "1632", "shares_changed": "23", "shares_changed_percentage": "1.43%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SWISS RE LTD", "shares_held": "1632", "shares_changed": "1405", "shares_changed_percentage": "618.94%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COTTONWOOD CAPITAL ADVISORS", "shares_held": "1630", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BUCKET LIST WEALTH MANAGEMENT", "shares_held": "1629", "shares_changed": "60", "shares_changed_percentage": "3.82%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LEGACY WEALTH PARTNERS", "shares_held": "1628", "shares_changed": "18", "shares_changed_percentage": "1.12%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WOODSIDE WEALTH MANAGEMENT LLC", "shares_held": "1627", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "1834 INVESTMENT ADVISORS CO", "shares_held": "1626", "shares_changed": "172", "shares_changed_percentage": "11.83%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HUDSON CAPITAL MANAGEMENT LLC", "shares_held": "1626", "shares_changed": "24", "shares_changed_percentage": "1.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTHSTREAM ADVISORS", "shares_held": "1623", "shares_changed": "169", "shares_changed_percentage": "11.62%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "CANTON HATHAWAY", "shares_held": "1621", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BROWN FINANCIAL ADVISORS", "shares_held": "1615", "shares_changed": "8", "shares_changed_percentage": "0.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KRANE FUNDS ADVISORS LLC", "shares_held": "1614", "shares_changed": "-608", "shares_changed_percentage": "-27.36%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LEE FINANCIAL CO", "shares_held": "1613", "shares_changed": "11", "shares_changed_percentage": "0.69%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MANNING & NAPIER ADVISORS LLC", "shares_held": "1612", "shares_changed": "1558", "shares_changed_percentage": "2885.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KOSS-OLINGER CONSULTING", "shares_held": "1610", "shares_changed": "-212", "shares_changed_percentage": "-11.64%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NICHOLSON MEYER CAPITAL MANAGEMENT", "shares_held": "1610", "shares_changed": "14", "shares_changed_percentage": "0.88%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SUTTON PLACE INVESTORS LLC", "shares_held": "1608", "shares_changed": "29", "shares_changed_percentage": "1.84%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RALEIGH CAPITAL MANAGEMENT INC.", "shares_held": "1606", "shares_changed": "-16", "shares_changed_percentage": "-0.99%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TIEMANN INVESTMENT ADVISORS", "shares_held": "1605", "shares_changed": "-75", "shares_changed_percentage": "-4.46%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ELLIS INVESTMENT PARTNERS", "shares_held": "1604", "shares_changed": "183", "shares_changed_percentage": "12.88%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BARON WEALTH MANAGEMENT LLC", "shares_held": "1603", "shares_changed": "130", "shares_changed_percentage": "8.83%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MAIA WEALTH LLC", "shares_held": "1601", "shares_changed": "-43", "shares_changed_percentage": "-2.62%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FLYNN ZITO CAPITAL MANAGEMENT", "shares_held": "1600", "shares_changed": "-5", "shares_changed_percentage": "-0.31%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NORWAY SAVINGS BANK", "shares_held": "1597", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BLODGETT WEALTH ADVISORS", "shares_held": "1595", "shares_changed": "2", "shares_changed_percentage": "0.13%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GC WEALTH MANAGEMENT RIA", "shares_held": "1593", "shares_changed": "-177", "shares_changed_percentage": "-10.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MEADOW CREEK WEALTH ADVISORS LLC", "shares_held": "1591", "shares_changed": "-634", "shares_changed_percentage": "-28.49%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BRADY FAMILY WEALTH", "shares_held": "1588", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "TWIN TREE MANAGEMENT", "shares_held": "1587", "shares_changed": "-7451", "shares_changed_percentage": "-82.44%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ROCHESTER WEALTH STRATEGIES", "shares_held": "1586", "shares_changed": "12", "shares_changed_percentage": "0.76%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AMI ASSET MANAGEMENT CORP", "shares_held": "1582", "shares_changed": "19", "shares_changed_percentage": "1.22%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CLARET ASSET MANAGEMENT CORP", "shares_held": "1580", "shares_changed": "-28", "shares_changed_percentage": "-1.74%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PRENTISS SMITH & CO INC", "shares_held": "1578", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "RETIREMENT GUYS FORMULA LLC", "shares_held": "1578", "shares_changed": "15", "shares_changed_percentage": "0.96%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EAGLE BLUFFS WEALTH MANAGEMENT LLC", "shares_held": "1576", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ALCHEMI WEALTH", "shares_held": "1575", "shares_changed": "-131", "shares_changed_percentage": "-7.68%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HAROLD DAVIDSON & ASSOCIATES INC.", "shares_held": "1575", "shares_changed": "35", "shares_changed_percentage": "2.27%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SEEDS INVESTOR LLC", "shares_held": "1574", "shares_changed": "11", "shares_changed_percentage": "0.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LECONTE WEALTH MANAGEMENT", "shares_held": "1573", "shares_changed": "110", "shares_changed_percentage": "7.52%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GIBSON CAPITAL", "shares_held": "1572", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "GARLAND CAPITAL MANAGEMENT INC", "shares_held": "1570", "shares_changed": "-4242", "shares_changed_percentage": "-72.99%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "ATWATER MALICK LLC", "shares_held": "1565", "shares_changed": "206", "shares_changed_percentage": "15.16%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ASSET PLANNING", "shares_held": "1564", "shares_changed": "1", "shares_changed_percentage": "0.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ENTRYPOINT CAPITAL", "shares_held": "1563", "shares_changed": "1563", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "AVISO WEALTH MANAGEMENT", "shares_held": "1562", "shares_changed": "74", "shares_changed_percentage": "4.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRILOGY CAPITAL INC.", "shares_held": "1560", "shares_changed": "309", "shares_changed_percentage": "24.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FOUNDATION RESOURCE MANAGEMENT INC", "shares_held": "1559", "shares_changed": "160", "shares_changed_percentage": "11.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT", "shares_held": "1557", "shares_changed": "-100", "shares_changed_percentage": "-6.04%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COFG ADVISORS", "shares_held": "1556", "shares_changed": "179", "shares_changed_percentage": "13.00%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HARVEST INVESTMENT SERVICES", "shares_held": "1555", "shares_changed": "681", "shares_changed_percentage": "77.92%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AURORA PRIVATE WEALTH", "shares_held": "1553", "shares_changed": "282", "shares_changed_percentage": "22.19%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CANVAS WEALTH ADVISORS", "shares_held": "1553", "shares_changed": "86", "shares_changed_percentage": "5.86%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SECOND LINE CAPITAL", "shares_held": "1553", "shares_changed": "-1082", "shares_changed_percentage": "-41.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "QUBE RESEARCH & TECHNOLOGIES LTD", "shares_held": "1552", "shares_changed": "-130644", "shares_changed_percentage": "-98.83%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ASL FINANCIAL", "shares_held": "1548", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PROGRESSIVE INVESTMENT MANAGEMENT CORP", "shares_held": "1548", "shares_changed": "-601", "shares_changed_percentage": "-27.97%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MAROTTA ASSET MANAGEMENT", "shares_held": "1547", "shares_changed": "-32", "shares_changed_percentage": "-2.03%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PARAGON FINANCIAL PARTNERS", "shares_held": "1545", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SOUTHERN FINANCIAL GROUP", "shares_held": "1542", "shares_changed": "92", "shares_changed_percentage": "6.34%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VESTIA PERSONAL WEALTH ADVISORS", "shares_held": "1538", "shares_changed": "-48", "shares_changed_percentage": "-3.03%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "POLYMER CAPITAL MANAGEMENT", "shares_held": "1534", "shares_changed": "1534", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "HUMAN INVESTING LLC", "shares_held": "1533", "shares_changed": "2", "shares_changed_percentage": "0.13%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ZEGA INVESTMENTS", "shares_held": "1531", "shares_changed": "1531", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ALEXANDER LABRUNERIE & CO.", "shares_held": "1530", "shares_changed": "-50", "shares_changed_percentage": "-3.17%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SAGE FINANCIAL MANAGEMENT GROUP", "shares_held": "1530", "shares_changed": "-40", "shares_changed_percentage": "-2.55%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST GROWTH CAPITAL LLC", "shares_held": "1528", "shares_changed": "278", "shares_changed_percentage": "22.24%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GREATER MIDWEST FINANCIAL GROUP", "shares_held": "1528", "shares_changed": "8", "shares_changed_percentage": "0.53%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BAUGH & ASSOCIATES", "shares_held": "1527", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FIDUCIARY FINANCIAL GROUP", "shares_held": "1525", "shares_changed": "-611", "shares_changed_percentage": "-28.61%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "JT STRATFORD LLC", "shares_held": "1525", "shares_changed": "211", "shares_changed_percentage": "16.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CAPITAL MANAGEMENT ASSOCIATES", "shares_held": "1524", "shares_changed": "37", "shares_changed_percentage": "2.49%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WINGATE WEALTH ADVISORS", "shares_held": "1522", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "COASTWISE CAPITAL GROUP", "shares_held": "1517", "shares_changed": "-6", "shares_changed_percentage": "-0.39%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EXIT WEALTH ADVISORS", "shares_held": "1515", "shares_changed": "9", "shares_changed_percentage": "0.60%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FLOWER CITY CAPITAL", "shares_held": "1514", "shares_changed": "340", "shares_changed_percentage": "28.96%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MONOGRAPH WEALTH ADVISORS", "shares_held": "1514", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "TAGSTONE CAPITAL", "shares_held": "1513", "shares_changed": "3", "shares_changed_percentage": "0.20%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NOESIS CAPITAL MANGEMENT CORP", "shares_held": "1512", "shares_changed": "-285", "shares_changed_percentage": "-15.86%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DEFINED FINANCIAL PLANNING LLC", "shares_held": "1511", "shares_changed": "-52", "shares_changed_percentage": "-3.33%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "FINANCIAL FUTURES LTD LIABILITY CO.", "shares_held": "1508", "shares_changed": "-669", "shares_changed_percentage": "-30.73%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HORIZON ADVISORY SERVICES", "shares_held": "1508", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BERKELEY CAPITAL PARTNERS", "shares_held": "1506", "shares_changed": "481", "shares_changed_percentage": "46.93%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RICHARDSON FINANCIAL SERVICES INC.", "shares_held": "1505", "shares_changed": "-168", "shares_changed_percentage": "-10.04%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CALIBER WEALTH MANAGEMENT", "shares_held": "1502", "shares_changed": "80", "shares_changed_percentage": "5.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CURATED WEALTH PARTNERS LLC", "shares_held": "1500", "shares_changed": "428", "shares_changed_percentage": "39.92%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FORTUNE FINANCIAL ADVISORS", "shares_held": "1500", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "GIBSON WEALTH ADVISORS LLC", "shares_held": "1500", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "NEW SOUTH CAPITAL MANAGEMENT INC", "shares_held": "1500", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "STANLEY-LAMAN GROUP", "shares_held": "1500", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CLARITY WEALTH ADVISORS", "shares_held": "1498", "shares_changed": "-12", "shares_changed_percentage": "-0.80%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NORTH CAPITAL", "shares_held": "1496", "shares_changed": "12", "shares_changed_percentage": "0.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STONE SUMMIT WEALTH LLC", "shares_held": "1496", "shares_changed": "-200", "shares_changed_percentage": "-11.79%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PAULSON WEALTH MANAGEMENT INC.", "shares_held": "1493", "shares_changed": "48", "shares_changed_percentage": "3.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRITON WEALTH MANAGEMENT", "shares_held": "1492", "shares_changed": "-31", "shares_changed_percentage": "-2.04%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TOPSAIL WEALTH MANAGEMENT", "shares_held": "1487", "shares_changed": "-26", "shares_changed_percentage": "-1.72%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FALCON WEALTH PLANNING", "shares_held": "1484", "shares_changed": "167", "shares_changed_percentage": "12.68%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JACKSONVILLE WEALTH MANAGEMENT", "shares_held": "1483", "shares_changed": "-31", "shares_changed_percentage": "-2.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LWM ADVISORY SERVICES", "shares_held": "1482", "shares_changed": "-443", "shares_changed_percentage": "-23.01%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SOUND PORTFOLIO ADVISORS", "shares_held": "1479", "shares_changed": "-16", "shares_changed_percentage": "-1.07%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTH ALLIANCE ADVISORY GROUP", "shares_held": "1479", "shares_changed": "35", "shares_changed_percentage": "2.42%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GUERRA PAN ADVISORS", "shares_held": "1478", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PFG PRIVATE WEALTH MANAGEMENT", "shares_held": "1474", "shares_changed": "52", "shares_changed_percentage": "3.66%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STRATEGIC INVESTMENT ADVISORS", "shares_held": "1472", "shares_changed": "-113", "shares_changed_percentage": "-7.13%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CARTER FINANCIAL GROUP", "shares_held": "1468", "shares_changed": "-110", "shares_changed_percentage": "-6.97%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PRIMORIS WEALTH ADVISORS", "shares_held": "1468", "shares_changed": "25", "shares_changed_percentage": "1.73%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ADVUS FINANCIAL PARTNERS", "shares_held": "1465", "shares_changed": "-25", "shares_changed_percentage": "-1.68%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TWIN LAKES CAPITAL MANAGEMENT", "shares_held": "1465", "shares_changed": "9", "shares_changed_percentage": "0.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DETALUS ADVISORS", "shares_held": "1463", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FIDUCIENT ADVISORS LLC", "shares_held": "1463", "shares_changed": "-77", "shares_changed_percentage": "-5.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "INTEGRAL INVESTMENT ADVISORS", "shares_held": "1463", "shares_changed": "336", "shares_changed_percentage": "29.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WJ INTERESTS", "shares_held": "1462", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FLAGSHIP CAPITAL MANAGEMENT INC.", "shares_held": "1461", "shares_changed": "1", "shares_changed_percentage": "0.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ROCKLINE WEALTH MANAGEMENT", "shares_held": "1456", "shares_changed": "-64", "shares_changed_percentage": "-4.21%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTH ADVISORS OF IOWA", "shares_held": "1456", "shares_changed": "9", "shares_changed_percentage": "0.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NORTHWEST WEALTH MANAGEMENT", "shares_held": "1455", "shares_changed": "236", "shares_changed_percentage": "19.36%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LEIGH BALDWIN & CO.", "shares_held": "1452", "shares_changed": "-383", "shares_changed_percentage": "-20.87%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WASHINGTON TRUST BANK", "shares_held": "1452", "shares_changed": "-621", "shares_changed_percentage": "-29.96%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COUNTERPOINT MUTUAL FUNDS LLC", "shares_held": "1450", "shares_changed": "-15965", "shares_changed_percentage": "-91.67%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GUARDIAN INVESTMENT MANAGEMENT", "shares_held": "1450", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PROVISE MANAGEMENT GROUP", "shares_held": "1450", "shares_changed": "4", "shares_changed_percentage": "0.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INVESTED ADVISORS", "shares_held": "1447", "shares_changed": "-111", "shares_changed_percentage": "-7.12%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HOLOCENE ADVISORS", "shares_held": "1444", "shares_changed": "1444", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "WINDSOR CAPITAL MANAGEMENT", "shares_held": "1443", "shares_changed": "-311", "shares_changed_percentage": "-17.73%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ARMBRUSTER CAPITAL MANAGEMENT", "shares_held": "1440", "shares_changed": "-65", "shares_changed_percentage": "-4.32%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SEMUS WEALTH PARTNERS LLC", "shares_held": "1440", "shares_changed": "431", "shares_changed_percentage": "42.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SERENUS WEALTH ADVISORS", "shares_held": "1438", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "WEALTHSPIRE RETIREMENT", "shares_held": "1437", "shares_changed": "-740", "shares_changed_percentage": "-33.99%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WOODWARD FINANCIAL ADVISORS", "shares_held": "1437", "shares_changed": "1437", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "TANAGER WEALTH MANAGEMENT LLP", "shares_held": "1436", "shares_changed": "445", "shares_changed_percentage": "44.90%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COLONIAL TRUST ADVISORS", "shares_held": "1429", "shares_changed": "12", "shares_changed_percentage": "0.85%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PRAIRIE WEALTH ADVISORS", "shares_held": "1424", "shares_changed": "1424", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BERNARDO WEALTH PLANNING LLC", "shares_held": "1421", "shares_changed": "97", "shares_changed_percentage": "7.33%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DESTINY WEALTH PARTNERS", "shares_held": "1420", "shares_changed": "-497", "shares_changed_percentage": "-25.93%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WALLACE ADVISORY GROUP", "shares_held": "1417", "shares_changed": "-1", "shares_changed_percentage": "-0.07%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GEMMER ASSET MANAGEMENT LLC", "shares_held": "1412", "shares_changed": "-164", "shares_changed_percentage": "-10.41%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MADRID WEALTH MANAGEMENT", "shares_held": "1412", "shares_changed": "20", "shares_changed_percentage": "1.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LOTUS TECHNOLOGY MANAGEMENT", "shares_held": "1411", "shares_changed": "1411", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BOLTHOUSE INVESTMENTS", "shares_held": "1410", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "COMPASS CAPITAL CORP", "shares_held": "1410", "shares_changed": "-5", "shares_changed_percentage": "-0.35%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GW&K INVESTMENT MANAGEMENT", "shares_held": "1410", "shares_changed": "-5", "shares_changed_percentage": "-0.35%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PEAK RETIREMENT PLANNING", "shares_held": "1408", "shares_changed": "143", "shares_changed_percentage": "11.30%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STERLING INVESTMENT COUNSEL", "shares_held": "1408", "shares_changed": "-85", "shares_changed_percentage": "-5.69%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HC ADVISORS", "shares_held": "1405", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SILVER COAST INVESTMENTS LLC", "shares_held": "1402", "shares_changed": "450", "shares_changed_percentage": "47.27%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BLUE BELL PRIVATE WEALTH MANAGEMENT", "shares_held": "1401", "shares_changed": "-200", "shares_changed_percentage": "-12.49%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CONSOLIDATED CAPITAL MANAGEMENT", "shares_held": "1400", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SINGLE POINT PARTNERS", "shares_held": "1391", "shares_changed": "-71", "shares_changed_percentage": "-4.86%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WJ FINANCIAL ADVISORS LLC", "shares_held": "1391", "shares_changed": "-104", "shares_changed_percentage": "-6.96%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CANOPY PARTNERS", "shares_held": "1389", "shares_changed": "-168", "shares_changed_percentage": "-10.79%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CACHE ADVISORS", "shares_held": "1387", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "GUARDIAN WEALTH ADVISORS", "shares_held": "1387", "shares_changed": "19", "shares_changed_percentage": "1.39%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CFO4LIFE GROUP", "shares_held": "1386", "shares_changed": "-12", "shares_changed_percentage": "-0.86%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EDGEROCK CAPITAL LLC", "shares_held": "1385", "shares_changed": "21", "shares_changed_percentage": "1.54%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PINION INVESTMENT ADVISORS", "shares_held": "1385", "shares_changed": "258", "shares_changed_percentage": "22.89%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS", "shares_held": "1383", "shares_changed": "-75", "shares_changed_percentage": "-5.14%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAPSTONE WEALTH MANAGEMENT", "shares_held": "1382", "shares_changed": "1382", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "FLORIDA FINANCIAL ADVISORS", "shares_held": "1379", "shares_changed": "-74", "shares_changed_percentage": "-5.09%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LM ADVISORS LLC", "shares_held": "1377", "shares_changed": "809", "shares_changed_percentage": "142.43%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KOOMAN & ASSOCIATES", "shares_held": "1376", "shares_changed": "23", "shares_changed_percentage": "1.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SKYLINE ADVISORS", "shares_held": "1374", "shares_changed": "1", "shares_changed_percentage": "0.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PARTNERS WEALTH MANAGEMENT", "shares_held": "1373", "shares_changed": "-17", "shares_changed_percentage": "-1.22%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WMS GROUP LLC", "shares_held": "1373", "shares_changed": "1373", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BLACKDIAMOND WEALTH MANAGEMENT", "shares_held": "1372", "shares_changed": "144", "shares_changed_percentage": "11.73%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CITRINE CAPITAL LLC", "shares_held": "1372", "shares_changed": "14", "shares_changed_percentage": "1.03%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FINGERLAKES WEALTH MANAGEMENT", "shares_held": "1371", "shares_changed": "5", "shares_changed_percentage": "0.37%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RING MOUNTAIN CAPITAL", "shares_held": "1369", "shares_changed": "46", "shares_changed_percentage": "3.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BANK HAPOALIM BM", "shares_held": "1368", "shares_changed": "1368", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CONSERVEST CAPITAL ADVISORS", "shares_held": "1367", "shares_changed": "51", "shares_changed_percentage": "3.88%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ELMWOOD WEALTH MANAGEMENT", "shares_held": "1365", "shares_changed": "229", "shares_changed_percentage": "20.16%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "49 WEALTH MANAGEMENT", "shares_held": "1360", "shares_changed": "465", "shares_changed_percentage": "51.95%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ADVISORY RESOURCE GROUP", "shares_held": "1360", "shares_changed": "118", "shares_changed_percentage": "9.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALONGSIDE", "shares_held": "1360", "shares_changed": "1360", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CAMBRIDGE ADVISORS INC.", "shares_held": "1360", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "KEATING FINANCIAL ADVISORY SERVICES", "shares_held": "1360", "shares_changed": "-149", "shares_changed_percentage": "-9.87%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SILIGMUELLER & NORVID WEALTH ADVISORS LLC", "shares_held": "1360", "shares_changed": "1360", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2025-09-30" }, { "holder_name": "CURIO WEALTH", "shares_held": "1354", "shares_changed": "-4", "shares_changed_percentage": "-0.29%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BAYBAN", "shares_held": "1351", "shares_changed": "100", "shares_changed_percentage": "7.99%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "M. KULYK & ASSOCIATES", "shares_held": "1351", "shares_changed": "-57", "shares_changed_percentage": "-4.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SANDRO WEALTH MANAGEMENT LLC", "shares_held": "1348", "shares_changed": "96", "shares_changed_percentage": "7.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ROCK POINT ADVISORS", "shares_held": "1347", "shares_changed": "-110", "shares_changed_percentage": "-7.55%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ELITE FINANCIAL", "shares_held": "1346", "shares_changed": "-133", "shares_changed_percentage": "-8.99%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SUCCESSFUL PORTFOLIOS LLC", "shares_held": "1346", "shares_changed": "-2", "shares_changed_percentage": "-0.15%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WEST PACES ADVISORS INC.", "shares_held": "1346", "shares_changed": "-7", "shares_changed_percentage": "-0.52%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SCHIAVI & CO LLC", "shares_held": "1343", "shares_changed": "11", "shares_changed_percentage": "0.83%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GUTIERREZ WEALTH ADVISORY", "shares_held": "1340", "shares_changed": "51", "shares_changed_percentage": "3.96%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BOYD WEALTH MANAGEMENT", "shares_held": "1339", "shares_changed": "6", "shares_changed_percentage": "0.45%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LESLIE GLOBAL WEALTH", "shares_held": "1339", "shares_changed": "283", "shares_changed_percentage": "26.80%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AWARE SUPER PTY LTD AS TRUSTEE OF AWARE SUPER", "shares_held": "1337", "shares_changed": "1337", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SAGACE WEALTH MANAGEMENT LLC", "shares_held": "1334", "shares_changed": "-194", "shares_changed_percentage": "-12.70%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SOLLINDA CAPITAL MANAGEMENT LLC", "shares_held": "1333", "shares_changed": "-28", "shares_changed_percentage": "-2.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KOHMANN BOSSHARD FINANCIAL SERVICES", "shares_held": "1332", "shares_changed": "-53", "shares_changed_percentage": "-3.83%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "C M BIDWELL & ASSOCIATES LTD", "shares_held": "1331", "shares_changed": "164", "shares_changed_percentage": "14.05%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RETIREMENT PLANNING GROUP", "shares_held": "1331", "shares_changed": "-802", "shares_changed_percentage": "-37.60%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EAGLE WEALTH ADVISORS LLC", "shares_held": "1327", "shares_changed": "75", "shares_changed_percentage": "5.99%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FERMATA ADVISORS", "shares_held": "1327", "shares_changed": "227", "shares_changed_percentage": "20.64%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WULFF", "shares_held": "1327", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FINANCIAL INSIGHTS", "shares_held": "1325", "shares_changed": "142", "shares_changed_percentage": "12.00%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MELFA WEALTH MANAGEMENT", "shares_held": "1325", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BRASS TAX WEALTH MANAGEMENT", "shares_held": "1323", "shares_changed": "-98", "shares_changed_percentage": "-6.90%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "CROSSGEN WEALTH", "shares_held": "1321", "shares_changed": "215", "shares_changed_percentage": "19.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GILL CAPITAL PARTNERS", "shares_held": "1320", "shares_changed": "-103", "shares_changed_percentage": "-7.24%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HENSON-EDGEWATER MANAGEMENT", "shares_held": "1318", "shares_changed": "445", "shares_changed_percentage": "50.97%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MITCHELL & PAHL PRIVATE WEALTH", "shares_held": "1318", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CHATTERTON & ASSOCIATES INC.", "shares_held": "1317", "shares_changed": "-332", "shares_changed_percentage": "-20.13%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SLAGLE FINANCIAL", "shares_held": "1317", "shares_changed": "-14157", "shares_changed_percentage": "-91.49%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MOSLEY WEALTH MANAGEMENT", "shares_held": "1313", "shares_changed": "-1052", "shares_changed_percentage": "-44.48%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COLLABORATIVE FUND ADVISORS", "shares_held": "1312", "shares_changed": "1312", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MOTIVE WEALTH ADVISORS", "shares_held": "1312", "shares_changed": "-32", "shares_changed_percentage": "-2.38%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BCS WEALTH MANAGEMENT", "shares_held": "1309", "shares_changed": "-33", "shares_changed_percentage": "-2.46%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PURKISS CAPITAL ADVISORS LLC", "shares_held": "1309", "shares_changed": "26", "shares_changed_percentage": "2.03%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ENCOMPASS WEALTH ADVISORS", "shares_held": "1305", "shares_changed": "66", "shares_changed_percentage": "5.33%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SWMG", "shares_held": "1303", "shares_changed": "7", "shares_changed_percentage": "0.54%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CASCADES CAPITAL ASSET MANAGEMENT", "shares_held": "1302", "shares_changed": "-99", "shares_changed_percentage": "-7.07%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ALPHADYNE ASSET MANAGEMENT LP", "shares_held": "1301", "shares_changed": "-5471", "shares_changed_percentage": "-80.79%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BLANKINSHIP & FOSTER", "shares_held": "1301", "shares_changed": "1", "shares_changed_percentage": "0.08%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LAZARI CAPITAL MANAGEMENT", "shares_held": "1301", "shares_changed": "9", "shares_changed_percentage": "0.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MCCARTER PRIVATE WEALTH SERVICES LLC", "shares_held": "1301", "shares_changed": "-31", "shares_changed_percentage": "-2.33%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EWG ELEVATE INC.", "shares_held": "1300", "shares_changed": "6", "shares_changed_percentage": "0.46%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "INVST", "shares_held": "1300", "shares_changed": "-1328", "shares_changed_percentage": "-50.53%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NAPIER FINANCIAL", "shares_held": "1300", "shares_changed": "-5", "shares_changed_percentage": "-0.38%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FACTOR WEALTH MANAGEMENT LTD", "shares_held": "1299", "shares_changed": "-14", "shares_changed_percentage": "-1.07%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WILLOW CREEK WEALTH MANAGEMENT INC.", "shares_held": "1298", "shares_changed": "21", "shares_changed_percentage": "1.64%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "CADINHA & CO LLC", "shares_held": "1297", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ELEVATION WEALTH PARTNERS", "shares_held": "1294", "shares_changed": "764", "shares_changed_percentage": "144.15%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PITCAIRN WEALTH ADVISORS LLC", "shares_held": "1291", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CHEMUNG CANAL TRUST CO", "shares_held": "1289", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ENZI WEALTH", "shares_held": "1288", "shares_changed": "-204", "shares_changed_percentage": "-13.67%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FSA WEALTH MANAGEMENT LLC", "shares_held": "1288", "shares_changed": "4", "shares_changed_percentage": "0.31%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "TFR CAPITAL", "shares_held": "1287", "shares_changed": "-32", "shares_changed_percentage": "-2.43%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SIGMA INVESTMENT COUNSELORS INC", "shares_held": "1284", "shares_changed": "1284", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PENBROOK MANAGEMENT LLC", "shares_held": "1283", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CAMPION ASSET MANAGEMENT", "shares_held": "1280", "shares_changed": "12", "shares_changed_percentage": "0.95%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PACIFIC SAGE PARTNERS", "shares_held": "1280", "shares_changed": "-22", "shares_changed_percentage": "-1.69%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SUCCESSION FINANCIAL", "shares_held": "1280", "shares_changed": "1280", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "FIDUCIARY FAMILY OFFICE", "shares_held": "1277", "shares_changed": "-1259", "shares_changed_percentage": "-49.65%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "AAFMAA WEALTH MANAGEMENT & TRUST LLC", "shares_held": "1275", "shares_changed": "-14", "shares_changed_percentage": "-1.09%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DAVIS ASSET MANAGEMENT", "shares_held": "1274", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC", "shares_held": "1272", "shares_changed": "17", "shares_changed_percentage": "1.35%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STRATA WEALTH ADVISORS", "shares_held": "1271", "shares_changed": "66", "shares_changed_percentage": "5.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WEINBERGER ASSET MANAGEMENT", "shares_held": "1268", "shares_changed": "-23", "shares_changed_percentage": "-1.78%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KINGSMAN WEALTH MANAGEMENT", "shares_held": "1267", "shares_changed": "-484", "shares_changed_percentage": "-27.64%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "QUANTBOT TECHNOLOGIES LP", "shares_held": "1267", "shares_changed": "1267", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "NORTH POINT PORTFOLIO MANAGERS CORP", "shares_held": "1266", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "THRIVE CAPITAL MANAGEMENT", "shares_held": "1265", "shares_changed": "-13", "shares_changed_percentage": "-1.02%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "IRON FINANCIAL LLC", "shares_held": "1258", "shares_changed": "308", "shares_changed_percentage": "32.42%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BAM WEALTH MANAGEMENT", "shares_held": "1254", "shares_changed": "365", "shares_changed_percentage": "41.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JAG CAPITAL MANAGEMENT", "shares_held": "1254", "shares_changed": "1", "shares_changed_percentage": "0.08%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CREWS BANK & TRUST", "shares_held": "1253", "shares_changed": "-25", "shares_changed_percentage": "-1.96%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAROLINA WEALTH MANAGEMENT INC", "shares_held": "1250", "shares_changed": "1250", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "NELSON CAPITAL MANAGEMENT", "shares_held": "1248", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "NAVPOINT FINANCIAL", "shares_held": "1247", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "EMERALD ADVISORS", "shares_held": "1245", "shares_changed": "88", "shares_changed_percentage": "7.61%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WALKER ASSET MANAGEMENT", "shares_held": "1245", "shares_changed": "7", "shares_changed_percentage": "0.56%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WESTSHORE WEALTH", "shares_held": "1244", "shares_changed": "44", "shares_changed_percentage": "3.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MOTLEY FOOL ASSET MANAGEMENT LLC", "shares_held": "1242", "shares_changed": "1242", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BANNERSTONE CAPITAL MANAGEMENT", "shares_held": "1238", "shares_changed": "109", "shares_changed_percentage": "9.65%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ARCHER INVESTMENT CORP", "shares_held": "1236", "shares_changed": "-891", "shares_changed_percentage": "-41.89%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ASHFORD CAPITAL MANAGEMENT INC", "shares_held": "1236", "shares_changed": "40", "shares_changed_percentage": "3.34%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WERBA RUBIN PAPIER WEALTH MANAGEMENT", "shares_held": "1236", "shares_changed": "-24", "shares_changed_percentage": "-1.91%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GUARDIAN ASSET ADVISORS", "shares_held": "1231", "shares_changed": "1231", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "VISHRIA BIRD FINANCIAL GROUP", "shares_held": "1230", "shares_changed": "36", "shares_changed_percentage": "3.02%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "CHAPMAN FINANCIAL GROUP", "shares_held": "1229", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "LINCOLN CAPITAL LLC", "shares_held": "1229", "shares_changed": "18", "shares_changed_percentage": "1.49%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KAHN BROTHERS GROUP INC", "shares_held": "1228", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MEADOWBROOK INVESTMENT ADVISORS LLC", "shares_held": "1227", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "KG CAPITAL MANAGEMENT", "shares_held": "1225", "shares_changed": "-68", "shares_changed_percentage": "-5.26%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LIBERTY CAPITAL MANAGEMENT", "shares_held": "1224", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PINERIDGE ADVISORS LLC", "shares_held": "1224", "shares_changed": "-19", "shares_changed_percentage": "-1.53%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "INTELLIGENCE DRIVEN ADVISERS", "shares_held": "1223", "shares_changed": "1223", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "LITMAN GREGORY WEALTH MANAGEMENT LLC", "shares_held": "1222", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2025-12-31" }, { "holder_name": "ELLSWORTH ADVISORS", "shares_held": "1221", "shares_changed": "8", "shares_changed_percentage": "0.66%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "UNITED BANK", "shares_held": "1221", "shares_changed": "1221", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "RVW WEALTH", "shares_held": "1218", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SMITHBRIDGE ASSET MANAGEMENT INC", "shares_held": "1213", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ENTELEVEST", "shares_held": "1208", "shares_changed": "66", "shares_changed_percentage": "5.78%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SCHRUM PRIVATE WEALTH MANAGEMENT LLC", "shares_held": "1208", "shares_changed": "13", "shares_changed_percentage": "1.09%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DMC GROUP", "shares_held": "1206", "shares_changed": "-827", "shares_changed_percentage": "-40.68%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "APRIEM ADVISORS", "shares_held": "1204", "shares_changed": "50", "shares_changed_percentage": "4.33%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OROGRAPHIC FINANCIAL ADVISORS", "shares_held": "1204", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FIDUCIARY FINANCIAL ADVISORS", "shares_held": "1201", "shares_changed": "1201", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS", "shares_held": "1200", "shares_changed": "4", "shares_changed_percentage": "0.33%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FRONT ROW ADVISORS LLC", "shares_held": "1200", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MCLAUGHLIN ASSET MANAGEMENT", "shares_held": "1200", "shares_changed": "1200", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "OAK FAMILY ADVISORS", "shares_held": "1200", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SPECTRUM ASSET MANAGEMENT", "shares_held": "1200", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SOUND FINANCIAL STRATEGIES GROUP", "shares_held": "1199", "shares_changed": "89", "shares_changed_percentage": "8.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "S.A. MASON LLC", "shares_held": "1197", "shares_changed": "-47", "shares_changed_percentage": "-3.78%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DRIVE WEALTH MANAGEMENT", "shares_held": "1196", "shares_changed": "-1190", "shares_changed_percentage": "-49.87%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MORNINGSTAR INVESTMENT MANAGEMENT LLC", "shares_held": "1196", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "LATITUDE ADVISORS", "shares_held": "1192", "shares_changed": "129", "shares_changed_percentage": "12.13%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HOHIMER WEALTH MANAGEMENT", "shares_held": "1191", "shares_changed": "-81", "shares_changed_percentage": "-6.37%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BURTON ENRIGHT WELCH", "shares_held": "1190", "shares_changed": "166", "shares_changed_percentage": "16.21%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ABACUS WEALTH PARTNERS", "shares_held": "1189", "shares_changed": "-1655", "shares_changed_percentage": "-58.19%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BILTMORE WEALTH MANAGEMENT", "shares_held": "1188", "shares_changed": "-45", "shares_changed_percentage": "-3.65%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EJMK VENTURES LLC", "shares_held": "1188", "shares_changed": "77", "shares_changed_percentage": "6.93%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STONEBRIDGE FINANCIAL PLANNING GROUP", "shares_held": "1188", "shares_changed": "19", "shares_changed_percentage": "1.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BARNES WEALTH MANAGEMENT GROUP", "shares_held": "1185", "shares_changed": "5", "shares_changed_percentage": "0.42%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PUREFI WEALTH", "shares_held": "1185", "shares_changed": "151", "shares_changed_percentage": "14.60%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BASECAMP WEALTH ADVISORS LLC", "shares_held": "1184", "shares_changed": "-414", "shares_changed_percentage": "-25.91%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CAPASSO PLANNING PARTNERS LLC", "shares_held": "1184", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "HOPWOOD FINANCIAL SERVICES", "shares_held": "1182", "shares_changed": "-10", "shares_changed_percentage": "-0.84%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WOODSTOCK CORP", "shares_held": "1177", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "HUDSON VALUE PARTNERS", "shares_held": "1175", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PALADIN ADVISORY GROUP", "shares_held": "1174", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CADENT CAPITAL ADVISORS", "shares_held": "1173", "shares_changed": "85", "shares_changed_percentage": "7.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JOHNSON BIXBY & ASSOCIATES", "shares_held": "1171", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "WESPAC ADVISORS", "shares_held": "1170", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FAIRVIEW CAPITAL INVESTMENT MANAGEMENT", "shares_held": "1168", "shares_changed": "288", "shares_changed_percentage": "32.73%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CONNECTICUT CAPITAL MANAGEMENT GROUP", "shares_held": "1164", "shares_changed": "-44", "shares_changed_percentage": "-3.64%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NORTHERN CAPITAL MANAGEMENT", "shares_held": "1163", "shares_changed": "1", "shares_changed_percentage": "0.09%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KENNEBEC SAVINGS BANK", "shares_held": "1160", "shares_changed": "700", "shares_changed_percentage": "152.17%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTHPOINT FINANCIAL", "shares_held": "1156", "shares_changed": "-51", "shares_changed_percentage": "-4.22%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL", "shares_held": "1155", "shares_changed": "11", "shares_changed_percentage": "0.96%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LANHAM O'DELL & COMPANY", "shares_held": "1155", "shares_changed": "1", "shares_changed_percentage": "0.09%", "change_type": "increased", "last_reported": "2025-12-31" }, { "holder_name": "MUSTICO FINANCIAL GROUP", "shares_held": "1154", "shares_changed": "19", "shares_changed_percentage": "1.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NAVIGATION GROUP", "shares_held": "1154", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SHOKER INVESTMENT COUNSEL", "shares_held": "1153", "shares_changed": "5", "shares_changed_percentage": "0.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ASPIRE CAPITAL ADVISORS LLC", "shares_held": "1152", "shares_changed": "125", "shares_changed_percentage": "12.17%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SHARIAPORTFOLIO", "shares_held": "1152", "shares_changed": "6", "shares_changed_percentage": "0.52%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIDELIS WEALTH ADVISORS LLC", "shares_held": "1151", "shares_changed": "1151", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BRIDGEWEALTH ADVISORY GROUP", "shares_held": "1149", "shares_changed": "3", "shares_changed_percentage": "0.26%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LJI WEALTH MANAGEMENT", "shares_held": "1149", "shares_changed": "47", "shares_changed_percentage": "4.26%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SEARCY FINANCIAL SERVICES INC", "shares_held": "1148", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "COURT PLACE ADVISORS", "shares_held": "1145", "shares_changed": "-433", "shares_changed_percentage": "-27.44%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "STILLWATER WEALTH MANAGEMENT GROUP", "shares_held": "1141", "shares_changed": "75", "shares_changed_percentage": "7.04%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "PACIFIC POINT ADVISORS", "shares_held": "1140", "shares_changed": "-10", "shares_changed_percentage": "-0.87%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CONSILIO WEALTH ADVISORS", "shares_held": "1139", "shares_changed": "-55", "shares_changed_percentage": "-4.61%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NAVALIGN", "shares_held": "1138", "shares_changed": "131", "shares_changed_percentage": "13.01%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PCB CAPITAL LLC", "shares_held": "1138", "shares_changed": "29", "shares_changed_percentage": "2.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SUNPOINTE", "shares_held": "1134", "shares_changed": "-76", "shares_changed_percentage": "-6.28%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MASSO TORRENCE WEALTH MANAGEMENT INC.", "shares_held": "1132", "shares_changed": "144", "shares_changed_percentage": "14.57%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "WARBURTON CAPITAL MANAGEMENT", "shares_held": "1132", "shares_changed": "-19", "shares_changed_percentage": "-1.65%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ATLAS LEGACY ADVISORS", "shares_held": "1131", "shares_changed": "1131", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CALTON & ASSOCIATES", "shares_held": "1130", "shares_changed": "113", "shares_changed_percentage": "11.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MILL CREEK CAPITAL ADVISORS", "shares_held": "1126", "shares_changed": "-9", "shares_changed_percentage": "-0.79%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "WINTHROP PARTNERS - WNY", "shares_held": "1125", "shares_changed": "-25", "shares_changed_percentage": "-2.17%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CONNABLE OFFICE INC", "shares_held": "1124", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "KOZAK & ASSOCIATES", "shares_held": "1124", "shares_changed": "7", "shares_changed_percentage": "0.63%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RITTER DANIHER FINANCIAL ADVISORY LLC", "shares_held": "1124", "shares_changed": "-43", "shares_changed_percentage": "-3.69%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CYPRESS FINANCIAL PLANNING LLC", "shares_held": "1122", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PIEDMONT CAPITAL MANAGEMENT", "shares_held": "1122", "shares_changed": "44", "shares_changed_percentage": "4.08%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LOUDON INVESTMENT MANAGEMENT", "shares_held": "1118", "shares_changed": "-260", "shares_changed_percentage": "-18.87%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WESTSIDE INVESTMENT MANAGEMENT", "shares_held": "1117", "shares_changed": "200", "shares_changed_percentage": "21.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JSF FINANCIAL", "shares_held": "1116", "shares_changed": "1116", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CLEAR WAVE WEALTH MANAGEMENT LLC", "shares_held": "1114", "shares_changed": "4", "shares_changed_percentage": "0.36%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NEW COVENANT TRUST COMPANY", "shares_held": "1113", "shares_changed": "83", "shares_changed_percentage": "8.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TOTAL WEALTH PLANNING & MANAGEMENT", "shares_held": "1112", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "VEERY CAPITAL", "shares_held": "1111", "shares_changed": "185", "shares_changed_percentage": "19.98%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BLACK DIAMOND FINANCIAL", "shares_held": "1109", "shares_changed": "229", "shares_changed_percentage": "26.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KAPSTONE FINANCIAL ADVISORS LLC", "shares_held": "1109", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "WALL STREET FINANCIAL GROUP", "shares_held": "1104", "shares_changed": "232", "shares_changed_percentage": "26.61%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GF FUND MANAGEMENT CO. LTD.", "shares_held": "1103", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "LEGACY EDGE ADVISORS", "shares_held": "1103", "shares_changed": "-28", "shares_changed_percentage": "-2.48%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "IMS CAPITAL MANAGEMENT", "shares_held": "1102", "shares_changed": "-100", "shares_changed_percentage": "-8.32%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "OUTLOOK WEALTH ADVISORS", "shares_held": "1102", "shares_changed": "-9", "shares_changed_percentage": "-0.81%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BLUE FIN CAPITAL", "shares_held": "1101", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BLACKSTON FINANCIAL ADVISORY GROUP", "shares_held": "1100", "shares_changed": "26", "shares_changed_percentage": "2.42%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CLAYTON FINANCIAL GROUP LLC", "shares_held": "1100", "shares_changed": "-249", "shares_changed_percentage": "-18.46%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ZINNIA WEALTH ADVISORY", "shares_held": "1100", "shares_changed": "58", "shares_changed_percentage": "5.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ENCOMPASS MORE ASSET MANAGEMENT", "shares_held": "1099", "shares_changed": "-30", "shares_changed_percentage": "-2.66%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RENAISSANCE GROUP LLC", "shares_held": "1098", "shares_changed": "-50", "shares_changed_percentage": "-4.36%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GAMBIT CAPITAL MANAGEMENT", "shares_held": "1096", "shares_changed": "56", "shares_changed_percentage": "5.38%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NORTHSTAR GROUP", "shares_held": "1094", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PACES FERRY WEALTH ADVISORS", "shares_held": "1094", "shares_changed": "1094", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ADE", "shares_held": "1092", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PETTINGA FINANCIAL ADVISORS LLC", "shares_held": "1090", "shares_changed": "38", "shares_changed_percentage": "3.61%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GREENUP STREET WEALTH MANAGEMENT LLC", "shares_held": "1089", "shares_changed": "105", "shares_changed_percentage": "10.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MCLEAN ASSET MANAGEMENT CORP", "shares_held": "1088", "shares_changed": "1088", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "TRAVEKA WEALTH", "shares_held": "1087", "shares_changed": "36", "shares_changed_percentage": "3.42%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "V2 FINANCIAL GROUP LLC", "shares_held": "1086", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "EURIZON SLJ CAPITAL LTD", "shares_held": "1084", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "STRATEGIES WEALTH ADVISORS", "shares_held": "1084", "shares_changed": "1", "shares_changed_percentage": "0.09%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTHCOLLAB", "shares_held": "1083", "shares_changed": "783", "shares_changed_percentage": "261.00%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SAMALIN INVESTMENT COUNSEL", "shares_held": "1082", "shares_changed": "-362", "shares_changed_percentage": "-25.07%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PAYNE CAPITAL MANAGEMENT", "shares_held": "1080", "shares_changed": "1080", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MILESTONES PRIVATE INVESTMENT ADVISORS LLC", "shares_held": "1079", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ROVIN CAPITAL", "shares_held": "1077", "shares_changed": "80", "shares_changed_percentage": "8.02%", "change_type": "increased", "last_reported": "2025-12-31" }, { "holder_name": "SPECTRUM WEALTH ADVISORY GROUP", "shares_held": "1077", "shares_changed": "71", "shares_changed_percentage": "7.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PROSTATIS GROUP LLC", "shares_held": "1076", "shares_changed": "-1451", "shares_changed_percentage": "-57.42%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LEGACY WEALTH ADVISORS", "shares_held": "1075", "shares_changed": "13", "shares_changed_percentage": "1.22%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WEALTHCARE CAPITAL MANAGEMENT LLC", "shares_held": "1074", "shares_changed": "4", "shares_changed_percentage": "0.37%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TWIN PEAKS WEALTH ADVISORS", "shares_held": "1073", "shares_changed": "47", "shares_changed_percentage": "4.58%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DEBUSSY CAPITAL MANAGEMENT LP", "shares_held": "1071", "shares_changed": "-52", "shares_changed_percentage": "-4.63%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "SHEPHERD FINANCIAL PARTNERS LLC", "shares_held": "1071", "shares_changed": "10", "shares_changed_percentage": "0.94%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "UNION HERITAGE CAPITAL", "shares_held": "1070", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "LIFEWEALTH INVESTMENTS", "shares_held": "1069", "shares_changed": "42", "shares_changed_percentage": "4.09%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MASTER'S WEALTH MANAGEMENT INC.", "shares_held": "1069", "shares_changed": "-1", "shares_changed_percentage": "-0.09%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LANE BROTHERS & CO INC", "shares_held": "1067", "shares_changed": "3", "shares_changed_percentage": "0.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SUMMIT WEALTH GROUP", "shares_held": "1064", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "AUFMAN ASSOCIATES INC", "shares_held": "1062", "shares_changed": "1062", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "GORDIAN ADVISORS LLC", "shares_held": "1061", "shares_changed": "3", "shares_changed_percentage": "0.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PEACHTREE INVESTMENT PARTNERS", "shares_held": "1061", "shares_changed": "-359", "shares_changed_percentage": "-25.28%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ASCENT CAPITAL MANAGEMENT", "shares_held": "1059", "shares_changed": "7", "shares_changed_percentage": "0.67%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "TRINITYBRIDGE LTD", "shares_held": "1053", "shares_changed": "-150", "shares_changed_percentage": "-12.47%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MKT ADVISORS LLC", "shares_held": "1052", "shares_changed": "6", "shares_changed_percentage": "0.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC", "shares_held": "1052", "shares_changed": "87", "shares_changed_percentage": "9.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "THREE MAGNOLIAS FINANCIAL ADVISORS", "shares_held": "1051", "shares_changed": "-48", "shares_changed_percentage": "-4.37%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HIGHROAD WEALTH ADVISORS", "shares_held": "1050", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MAINSAIL ASSET MANAGEMENT", "shares_held": "1048", "shares_changed": "1048", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ROBINSON SMITH WEALTH ADVISORS LLC", "shares_held": "1044", "shares_changed": "-447", "shares_changed_percentage": "-29.98%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ACORN CREEK CAPITAL LLC", "shares_held": "1042", "shares_changed": "-24", "shares_changed_percentage": "-2.25%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC", "shares_held": "1036", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "DOLIVER ADVISORS", "shares_held": "1035", "shares_changed": "-110", "shares_changed_percentage": "-9.61%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SHANKERVALLEAU WEALTH ADVISORS", "shares_held": "1035", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "WT WEALTH MANAGEMENT", "shares_held": "1035", "shares_changed": "111", "shares_changed_percentage": "12.01%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRADEWELL SECURITIES", "shares_held": "1034", "shares_changed": "16", "shares_changed_percentage": "1.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MARATHON STRATEGIC ADVISORS", "shares_held": "1033", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CETERA TRUST COMPANY", "shares_held": "1032", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "DUNHILL FINANCIAL", "shares_held": "1032", "shares_changed": "31", "shares_changed_percentage": "3.10%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AUSTIN ASSET MANAGEMENT CO INC", "shares_held": "1030", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MCHUGH GROUP", "shares_held": "1029", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BEAIRD HARRIS WEALTH MANAGEMENT", "shares_held": "1028", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "HOLLAND ADVISORY SERVICES", "shares_held": "1025", "shares_changed": "-151", "shares_changed_percentage": "-12.84%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LOUNTZIS ASSET MANAGEMENT", "shares_held": "1025", "shares_changed": "-475", "shares_changed_percentage": "-31.67%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COLTON GROOME FINANCIAL ADVISORS", "shares_held": "1023", "shares_changed": "23", "shares_changed_percentage": "2.30%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TRUEPOINT", "shares_held": "1017", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "AFFINITY WEALTH MANAGEMENT LLC", "shares_held": "1016", "shares_changed": "1016", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "HOWARD WEALTH MANAGEMENT", "shares_held": "1014", "shares_changed": "1014", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PACIFIC CAPITAL WEALTH ADVISORS", "shares_held": "1014", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "INTELLUS ADVISORS LLC", "shares_held": "1013", "shares_changed": "183", "shares_changed_percentage": "22.05%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MATISSE CAPITAL", "shares_held": "1013", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CIM", "shares_held": "1012", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "QUANTUM FINANCIAL PARTNERS LLC", "shares_held": "1012", "shares_changed": "1012", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ATLAS PRIVATE WEALTH ADVISORS", "shares_held": "1010", "shares_changed": "5", "shares_changed_percentage": "0.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "REDWOOD FINANCIAL NETWORK CORP", "shares_held": "1010", "shares_changed": "1010", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MARIDEA WEALTH MANAGEMENT LLC", "shares_held": "1008", "shares_changed": "1008", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CENTURION WEALTH MANAGEMENT LLC", "shares_held": "1006", "shares_changed": "-126", "shares_changed_percentage": "-11.13%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MINICHMACGREGOR WEALTH MANAGEMENT", "shares_held": "1006", "shares_changed": "31", "shares_changed_percentage": "3.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PREPARED RETIREMENT INSTITUTE LLC", "shares_held": "1005", "shares_changed": "95", "shares_changed_percentage": "10.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FINER WEALTH MANAGEMENT", "shares_held": "1004", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "KILTERHOWLING LLC", "shares_held": "1003", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "VOISARD ASSET MANAGEMENT GROUP", "shares_held": "1003", "shares_changed": "104", "shares_changed_percentage": "11.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KELSEY FINANCIAL", "shares_held": "1002", "shares_changed": "1002", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "TANGLEWOOD LEGACY ADVISORS", "shares_held": "1002", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ATLAS WEALTH PARTNERS", "shares_held": "1000", "shares_changed": "-50", "shares_changed_percentage": "-4.76%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COBBLESTONE ASSET MANAGEMENT LLC", "shares_held": "1000", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "EASTERLY INVESTMENT PARTNERS LLC", "shares_held": "1000", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "GODSHALK WELSH CAPITAL MANAGEMENT", "shares_held": "1000", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "JUPITER WEALTH MANAGEMENT LLC", "shares_held": "1000", "shares_changed": "1000", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "KNUFF & CO LLC", "shares_held": "1000", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "DEFINE FINANCIAL", "shares_held": "999", "shares_changed": "999", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "INDEPENDENCE WEALTH ADVISORS", "shares_held": "999", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "WARREN STREET WEALTH ADVISORS", "shares_held": "999", "shares_changed": "-108", "shares_changed_percentage": "-9.76%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VOYA FINANCIAL ADVISORS", "shares_held": "998", "shares_changed": "-191", "shares_changed_percentage": "-16.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GSG ADVISORS LLC", "shares_held": "995", "shares_changed": "88", "shares_changed_percentage": "9.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WELL DONE", "shares_held": "994", "shares_changed": "-2", "shares_changed_percentage": "-0.20%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CRANE ADVISORY", "shares_held": "993", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "HECK CAPITAL ADVISORS", "shares_held": "993", "shares_changed": "993", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "LYNCH INVESTMENT PLANNING", "shares_held": "993", "shares_changed": "5", "shares_changed_percentage": "0.51%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CLARUS GROUP", "shares_held": "992", "shares_changed": "-597", "shares_changed_percentage": "-37.57%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FORTEM FINANCIAL GROUP", "shares_held": "992", "shares_changed": "992", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP", "shares_held": "991", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ASPEN WEALTH MANAGEMENT LLC", "shares_held": "990", "shares_changed": "107", "shares_changed_percentage": "12.12%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EDGEMOOR INVESTMENT ADVISORS", "shares_held": "989", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FLATROCK WEALTH PARTNERS LLC", "shares_held": "987", "shares_changed": "46", "shares_changed_percentage": "4.89%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PINKERTON WEALTH", "shares_held": "987", "shares_changed": "54", "shares_changed_percentage": "5.79%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ROLLINS FINANCIAL ADVISORS", "shares_held": "986", "shares_changed": "986", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SHARPEPOINT LLC", "shares_held": "985", "shares_changed": "-56", "shares_changed_percentage": "-5.38%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SYMMETRY PARTNERS", "shares_held": "985", "shares_changed": "985", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ORCA WEALTH MANAGEMENT", "shares_held": "984", "shares_changed": "5", "shares_changed_percentage": "0.51%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MILLER GLOBAL INVESTMENTS", "shares_held": "981", "shares_changed": "234", "shares_changed_percentage": "31.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LOWE WEALTH ADVISORS", "shares_held": "980", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2025-09-30" }, { "holder_name": "INTEGRATED WEALTH MANAGEMENT", "shares_held": "979", "shares_changed": "-119", "shares_changed_percentage": "-10.84%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MW ADVISORY", "shares_held": "978", "shares_changed": "978", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PEAK FINANCIAL MANAGEMENT", "shares_held": "977", "shares_changed": "126", "shares_changed_percentage": "14.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ROOTED WEALTH ADVISORS", "shares_held": "977", "shares_changed": "977", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "STAR FINANCIAL BANK", "shares_held": "975", "shares_changed": "-361", "shares_changed_percentage": "-27.02%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HOLLENCREST CAPITAL MANAGEMENT", "shares_held": "972", "shares_changed": "6", "shares_changed_percentage": "0.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "THAYER PARTNERS", "shares_held": "972", "shares_changed": "-59", "shares_changed_percentage": "-5.72%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DISCIPLINE WEALTH SOLUTIONS", "shares_held": "971", "shares_changed": "-160", "shares_changed_percentage": "-14.15%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LAKESHORE FINANCIAL PLANNING", "shares_held": "970", "shares_changed": "2", "shares_changed_percentage": "0.21%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "M3 ADVISORY GROUP", "shares_held": "970", "shares_changed": "106", "shares_changed_percentage": "12.27%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MMA ASSET MANAGEMENT LLC", "shares_held": "969", "shares_changed": "-29", "shares_changed_percentage": "-2.91%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CHERRYDALE WEALTH MANAGEMENT", "shares_held": "968", "shares_changed": "57", "shares_changed_percentage": "6.26%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HIGHMARK WEALTH MANAGEMENT LLC", "shares_held": "967", "shares_changed": "5", "shares_changed_percentage": "0.52%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MONUMENT CAPITAL MANAGEMENT", "shares_held": "965", "shares_changed": "17", "shares_changed_percentage": "1.79%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SUNFLOWER BANK", "shares_held": "964", "shares_changed": "-669", "shares_changed_percentage": "-40.97%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CHRISTENSEN", "shares_held": "963", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "RED MOUNTAIN FINANCIAL", "shares_held": "963", "shares_changed": "2", "shares_changed_percentage": "0.21%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STRATEGIC FAMILY WEALTH COUNSELORS", "shares_held": "961", "shares_changed": "961", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "VANGUARD CAPITAL WEALTH ADVISORS", "shares_held": "960", "shares_changed": "50", "shares_changed_percentage": "5.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BRAUN-BOSTICH & ASSOCIATES INC.", "shares_held": "957", "shares_changed": "-8", "shares_changed_percentage": "-0.83%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PERRYMAN FINANCIAL ADVISORY INC", "shares_held": "957", "shares_changed": "31", "shares_changed_percentage": "3.35%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ROBERTS WEALTH ADVISORS", "shares_held": "957", "shares_changed": "-310", "shares_changed_percentage": "-24.47%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TALISMAN WEALTH ADVISORS LLC", "shares_held": "957", "shares_changed": "957", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "RASP WEALTH SOLUTIONS", "shares_held": "956", "shares_changed": "956", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "WRIGHT WEALTH LLC", "shares_held": "956", "shares_changed": "16", "shares_changed_percentage": "1.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CONSILIUM WEALTH ADVISORY", "shares_held": "955", "shares_changed": "39", "shares_changed_percentage": "4.26%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "QUATTRO ADVISORS LLC", "shares_held": "954", "shares_changed": "954", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "RICHARDSON CAPITAL MANAGEMENT LLC", "shares_held": "952", "shares_changed": "-39", "shares_changed_percentage": "-3.94%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SENSIBLE MONEY", "shares_held": "951", "shares_changed": "951", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BLUEBIRD WEALTH MANAGEMENT LLC", "shares_held": "950", "shares_changed": "67", "shares_changed_percentage": "7.59%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LUMBARD & KELLNER", "shares_held": "950", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "OLD SECOND NATIONAL BANK OF AURORA", "shares_held": "950", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SHARPER & GRANITE LLC", "shares_held": "950", "shares_changed": "-140", "shares_changed_percentage": "-12.84%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PINNACLE FAMILY ADVISORS", "shares_held": "949", "shares_changed": "-96", "shares_changed_percentage": "-9.19%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HEARTWOOD WEALTH ADVISORS LLC", "shares_held": "947", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FIRST FINANCIAL GROUP CORP", "shares_held": "946", "shares_changed": "-40", "shares_changed_percentage": "-4.06%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MARYLAND CAPITAL ADVISORS INC.", "shares_held": "946", "shares_changed": "2", "shares_changed_percentage": "0.21%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PVG ASSET MANAGEMENT CORP", "shares_held": "946", "shares_changed": "946", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "REGATTA CAPITAL GROUP", "shares_held": "945", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FINANCIAL HARVEST", "shares_held": "944", "shares_changed": "-5", "shares_changed_percentage": "-0.53%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST NATIONAL BANK OF HUTCHINSON", "shares_held": "942", "shares_changed": "-2317", "shares_changed_percentage": "-71.09%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WILLIAMS FINANCIAL", "shares_held": "941", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SHORE POINT ADVISORS", "shares_held": "940", "shares_changed": "-18", "shares_changed_percentage": "-1.88%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CENTER FOR ASSET MANAGEMENT LLC", "shares_held": "936", "shares_changed": "5", "shares_changed_percentage": "0.54%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HURLOW WEALTH MANAGEMENT GROUP", "shares_held": "936", "shares_changed": "25", "shares_changed_percentage": "2.74%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PENNSYLVANIA CAPITAL MANAGEMENT INC", "shares_held": "935", "shares_changed": "1", "shares_changed_percentage": "0.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ACCELERATE INVESTMENT ADVISORS LLC", "shares_held": "932", "shares_changed": "-25", "shares_changed_percentage": "-2.61%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MASON & ASSOCIATES", "shares_held": "932", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "AFT", "shares_held": "930", "shares_changed": "-125", "shares_changed_percentage": "-11.85%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HHM WEALTH ADVISORS", "shares_held": "928", "shares_changed": "41", "shares_changed_percentage": "4.62%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PLANNING DIRECTIONS INC", "shares_held": "927", "shares_changed": "-129", "shares_changed_percentage": "-12.22%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NORTHWEST QUADRANT WEALTH MANAGEMENT", "shares_held": "923", "shares_changed": "6", "shares_changed_percentage": "0.65%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PFLUG KOORY", "shares_held": "923", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "EURO PACIFIC ASSET MANAGEMENT", "shares_held": "921", "shares_changed": "-90", "shares_changed_percentage": "-8.90%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PARKSHORE WEALTH MANAGEMENT", "shares_held": "921", "shares_changed": "4", "shares_changed_percentage": "0.44%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KELLY FINANCIAL GROUP LLC", "shares_held": "920", "shares_changed": "20", "shares_changed_percentage": "2.22%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALLIED PRIVATE WEALTH LLC", "shares_held": "919", "shares_changed": "919", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SUNESIS ADVISORS", "shares_held": "919", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "AMJ FINANCIAL WEALTH MANAGEMENT", "shares_held": "918", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "LEVEL WEALTH MANAGEMENT LLC", "shares_held": "917", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "TOTAL INVESTMENT MANAGEMENT INC", "shares_held": "917", "shares_changed": "-94", "shares_changed_percentage": "-9.30%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DECISIONMAP WEALTH MANAGEMENT", "shares_held": "916", "shares_changed": "-2", "shares_changed_percentage": "-0.22%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BROADLEAF PARTNERS", "shares_held": "912", "shares_changed": "-2", "shares_changed_percentage": "-0.22%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SC&H FINANCIAL ADVISORS", "shares_held": "912", "shares_changed": "-176", "shares_changed_percentage": "-16.18%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ORLEANS CAPITAL MANAGEMENT CORP", "shares_held": "911", "shares_changed": "911", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "DV TRADING LLC", "shares_held": "910", "shares_changed": "-115", "shares_changed_percentage": "-11.22%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "COLONIAL RIVER INVESTMENTS", "shares_held": "909", "shares_changed": "-355", "shares_changed_percentage": "-28.09%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STIRLINGSHIRE INVESTMENTS", "shares_held": "909", "shares_changed": "909", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "TAYLOR FINANCIAL GROUP", "shares_held": "908", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "HOLOS INTEGRATED WEALTH LLC", "shares_held": "907", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ASSET ALLOCATION & MANAGEMENT COMPANY", "shares_held": "906", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "AAF WEALTH MANAGEMENT", "shares_held": "905", "shares_changed": "905", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CASTLE WEALTH MANAGEMENT LLC", "shares_held": "905", "shares_changed": "905", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PATRIOT INVESTMENT MANAGEMENT GROUP", "shares_held": "905", "shares_changed": "-200", "shares_changed_percentage": "-18.10%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WORTH FINANCIAL ADVISORY GROUP", "shares_held": "905", "shares_changed": "905", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "TRADEWINDS CAPITAL MANAGEMENT", "shares_held": "904", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "OPTIVISE ADVISORY SERVICES LLC", "shares_held": "903", "shares_changed": "903", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SPARTAN WEALTH ADVISORY SERVICES LLC", "shares_held": "903", "shares_changed": "1", "shares_changed_percentage": "0.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STRONGHOLD WEALTH MANAGEMENT L.L.C.", "shares_held": "903", "shares_changed": "-10", "shares_changed_percentage": "-1.09%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WHITCOMB & HESS", "shares_held": "902", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "WOLFF FINANCIAL MANAGEMENT LLC", "shares_held": "902", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "1832 ASSET MANAGEMENT L.P.", "shares_held": "900", "shares_changed": "-79390", "shares_changed_percentage": "-98.88%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ADVANTAGE TRUST CO", "shares_held": "900", "shares_changed": "900", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BULL STREET ADVISORS", "shares_held": "900", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MERITAS WEALTH MANAGEMENT", "shares_held": "900", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "AGH WEALTH ADVISORS", "shares_held": "899", "shares_changed": "899", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "FERGUSON SHAPIRO LLC", "shares_held": "899", "shares_changed": "6", "shares_changed_percentage": "0.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST INTERNATIONAL BANK & TRUST", "shares_held": "898", "shares_changed": "-1", "shares_changed_percentage": "-0.11%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "GERALD BAKER FINANCIAL GROUP LLC", "shares_held": "897", "shares_changed": "12", "shares_changed_percentage": "1.36%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LIBERTY SQUARE WEALTH PARTNERS LLC", "shares_held": "897", "shares_changed": "-51", "shares_changed_percentage": "-5.38%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MIRABAUD & CIE SA", "shares_held": "897", "shares_changed": "897", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "INSPIRION WEALTH ADVISORS", "shares_held": "896", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BARNES PETTEY FINANCIAL ADVISORS", "shares_held": "895", "shares_changed": "-69", "shares_changed_percentage": "-7.16%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GLR PARTNERS", "shares_held": "894", "shares_changed": "894", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ALTIORA FINANCIAL GROUP", "shares_held": "892", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ADAMSBROWN WEALTH CONSULTANTS LLC", "shares_held": "891", "shares_changed": "-4", "shares_changed_percentage": "-0.45%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MARQUETTE ASSET MANAGEMENT", "shares_held": "889", "shares_changed": "100", "shares_changed_percentage": "12.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CLARION WEALTH MANAGMENT PARTNERS", "shares_held": "888", "shares_changed": "18", "shares_changed_percentage": "2.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MOREY & QUINN WEALTH PARTNERS", "shares_held": "888", "shares_changed": "9", "shares_changed_percentage": "1.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RFP FINANCIAL GROUP LLC", "shares_held": "887", "shares_changed": "887", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "RIVERVIEW CAPITAL ADVISERS", "shares_held": "887", "shares_changed": "20", "shares_changed_percentage": "2.31%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CPA ASSET MANAGEMENT GROUP", "shares_held": "886", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MOLLER WEALTH PARTNERS", "shares_held": "886", "shares_changed": "886", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "IMG WEALTH MANAGEMENT", "shares_held": "884", "shares_changed": "37", "shares_changed_percentage": "4.37%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AUGUST GROUP CAPITAL LTD", "shares_held": "882", "shares_changed": "882", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PALATINE HILL WEALTH MANAGEMENT", "shares_held": "882", "shares_changed": "16", "shares_changed_percentage": "1.85%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CMG GLOBAL HOLDINGS", "shares_held": "881", "shares_changed": "881", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "COPLEY FINANCIAL GROUP", "shares_held": "881", "shares_changed": "-435", "shares_changed_percentage": "-33.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FINANCIAL FREEDOM", "shares_held": "881", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MAIN LINE RETIREMENT ADVISORS", "shares_held": "881", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BLALOCK WILLIAMS", "shares_held": "880", "shares_changed": "50", "shares_changed_percentage": "6.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LESA SROUFE & CO", "shares_held": "880", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "NORTHWEST FINANCIAL ADVISORS", "shares_held": "880", "shares_changed": "15", "shares_changed_percentage": "1.73%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NDVR", "shares_held": "878", "shares_changed": "-684", "shares_changed_percentage": "-43.79%", "change_type": "decreased", "last_reported": "2025-12-31" }, { "holder_name": "RATHER & KITTRELL", "shares_held": "877", "shares_changed": "-35", "shares_changed_percentage": "-3.84%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ROEHL & YI INVESTMENT ADVISORS", "shares_held": "877", "shares_changed": "-3", "shares_changed_percentage": "-0.34%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "REDHAWK WEALTH ADVISORS", "shares_held": "876", "shares_changed": "-173", "shares_changed_percentage": "-16.49%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CROWN WEALTH GROUP", "shares_held": "873", "shares_changed": "23", "shares_changed_percentage": "2.71%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "EVERGREEN PRIVATE WEALTH LLC", "shares_held": "872", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "HORIZON FINANCIAL SERVICES", "shares_held": "872", "shares_changed": "229", "shares_changed_percentage": "35.61%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INDEPENDENT WEALTH ADVISORS LLC", "shares_held": "872", "shares_changed": "36", "shares_changed_percentage": "4.31%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CGN ADVISORS LLC", "shares_held": "871", "shares_changed": "-163", "shares_changed_percentage": "-15.76%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DEL-SETTE CAPITAL MANAGEMENT", "shares_held": "870", "shares_changed": "-10395", "shares_changed_percentage": "-92.28%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DICKMEYER BOYCE FINANCIAL MANAGEMENT", "shares_held": "870", "shares_changed": "2", "shares_changed_percentage": "0.23%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "O'CONNOR FINANCIAL GROUP LLC", "shares_held": "870", "shares_changed": "30", "shares_changed_percentage": "3.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OLDE WEALTH MANAGEMENT", "shares_held": "870", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PRAIRIE ADVISORY", "shares_held": "869", "shares_changed": "869", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CASSADY WEALTH & RETIREMENT PLANNING", "shares_held": "866", "shares_changed": "866", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "FIRST NATIONAL ADVISERS", "shares_held": "864", "shares_changed": "864", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "OAKTRUST WEALTH ADVISORS", "shares_held": "864", "shares_changed": "-51", "shares_changed_percentage": "-5.57%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CUSTOS FAMILY OFFICE", "shares_held": "863", "shares_changed": "20", "shares_changed_percentage": "2.37%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "STERLING MANOR FINANCIAL", "shares_held": "863", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-03-31" }, { "holder_name": "ASTORIA PORTFOLIO ADVISORS LLC.", "shares_held": "862", "shares_changed": "862", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "COMPTON FINANCIAL GROUP", "shares_held": "862", "shares_changed": "30", "shares_changed_percentage": "3.61%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MARBLE WEALTH", "shares_held": "862", "shares_changed": "-22", "shares_changed_percentage": "-2.49%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "OPES WEALTH MANAGEMENT LLC", "shares_held": "862", "shares_changed": "82", "shares_changed_percentage": "10.51%", "change_type": "increased", "last_reported": "2026-03-31" }, { "holder_name": "FINANCIAL COUNCIL", "shares_held": "861", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MONETARY SOLUTIONS", "shares_held": "860", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "COSTELLO ASSET MANAGEMENT", "shares_held": "859", "shares_changed": "107", "shares_changed_percentage": "14.23%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "REAP FINANCIAL GROUP", "shares_held": "858", "shares_changed": "106", "shares_changed_percentage": "14.10%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SEGMENT WEALTH MANAGEMENT", "shares_held": "858", "shares_changed": "-217", "shares_changed_percentage": "-20.19%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "INVESTMENT PLANNING ADVISORS", "shares_held": "857", "shares_changed": "13", "shares_changed_percentage": "1.54%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OFC FINANCIAL PLANNING", "shares_held": "857", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "STEPHENSON & COMPANY", "shares_held": "857", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BRIO CONSULTANTS", "shares_held": "856", "shares_changed": "856", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PENOBSCOT WEALTH MANAGEMENT", "shares_held": "855", "shares_changed": "5", "shares_changed_percentage": "0.59%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BELLARS HARRIS WEALTH MANAGEMENT", "shares_held": "854", "shares_changed": "854", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SAIPH CAPITAL", "shares_held": "854", "shares_changed": "854", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MCKINNEY CAPITAL MANAGEMENT", "shares_held": "853", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "LECLAIR WEALTH PARTNERS LLC", "shares_held": "852", "shares_changed": "852", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BOURNE LENT ASSET MANAGEMENT INC", "shares_held": "850", "shares_changed": "-200", "shares_changed_percentage": "-19.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CHICKASAW CAPITAL MANAGEMENT LLC", "shares_held": "850", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.", "shares_held": "850", "shares_changed": "-21", "shares_changed_percentage": "-2.41%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WILLIAM HOWARD & CO FINANCIAL ADVISORS INC", "shares_held": "850", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MAGNOLIA PRIVATE WEALTH", "shares_held": "848", "shares_changed": "16", "shares_changed_percentage": "1.92%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "WPG ADVISERS", "shares_held": "848", "shares_changed": "39", "shares_changed_percentage": "4.82%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HORST & GRABEN WEALTH MANAGEMENT LLC", "shares_held": "847", "shares_changed": "847", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CAPITAL PLANNING LLC", "shares_held": "844", "shares_changed": "844", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "LONGVIEW WEALTH MANAGEMENT", "shares_held": "843", "shares_changed": "-32", "shares_changed_percentage": "-3.66%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FORTITUDE FAMILY OFFICE", "shares_held": "841", "shares_changed": "-115", "shares_changed_percentage": "-12.03%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SCARBOROUGH ADVISORS", "shares_held": "841", "shares_changed": "-234", "shares_changed_percentage": "-21.77%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SLOY DAHL & HOLST", "shares_held": "841", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BARLOW WEALTH PARTNERS", "shares_held": "839", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FOUNDERS GROVE WEALTH PARTNERS", "shares_held": "839", "shares_changed": "839", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "KIECKHEFER GROUP LLC", "shares_held": "838", "shares_changed": "-228", "shares_changed_percentage": "-21.39%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BENCHMARK FINANCIAL WEALTH ADVISORS", "shares_held": "836", "shares_changed": "4", "shares_changed_percentage": "0.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COASTLINE COMPLETE WEALTH LLC", "shares_held": "835", "shares_changed": "-13", "shares_changed_percentage": "-1.53%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "COMPASS WEALTH MANAGEMENT LLC", "shares_held": "835", "shares_changed": "835", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SCHORN WEALTH LLC", "shares_held": "835", "shares_changed": "-100", "shares_changed_percentage": "-10.70%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SOMERSET TRUST CO", "shares_held": "835", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CLIENT 1ST ADVISORY GROUP", "shares_held": "834", "shares_changed": "834", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "GOALFUSION WEALTH MANAGEMENT", "shares_held": "834", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MILLER FINANCIAL SERVICES LLC", "shares_held": "834", "shares_changed": "834", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "TOWERPOINT WEALTH", "shares_held": "834", "shares_changed": "-7", "shares_changed_percentage": "-0.83%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FIRST FINANCIAL CORP", "shares_held": "832", "shares_changed": "-25", "shares_changed_percentage": "-2.92%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FOUNDATION WEALTH MANAGEMENT", "shares_held": "829", "shares_changed": "-36", "shares_changed_percentage": "-4.16%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DROMS STRAUSS ADVISORS INC", "shares_held": "828", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MGB WEALTH MANAGEMENT", "shares_held": "828", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2025-12-31" }, { "holder_name": "INVESTOR'S FIDUCIARY ADVISOR NETWORK", "shares_held": "827", "shares_changed": "-900", "shares_changed_percentage": "-52.11%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PINNACLE FINANCIAL GROUP", "shares_held": "827", "shares_changed": "827", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PINNEY & SCOFIELD", "shares_held": "827", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "INDIE ASSET PARTNERS", "shares_held": "825", "shares_changed": "-42", "shares_changed_percentage": "-4.84%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KENSINGTON INVESTMENT COUNSEL", "shares_held": "825", "shares_changed": "825", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "VERACITY CAPITAL LLC", "shares_held": "823", "shares_changed": "-2925", "shares_changed_percentage": "-78.04%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LARCH CAPITAL PARTNERS LLC", "shares_held": "822", "shares_changed": "822", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CITY CENTER ADVISORS", "shares_held": "821", "shares_changed": "821", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ALTURA WEALTH ADVISORS INC.", "shares_held": "818", "shares_changed": "-56", "shares_changed_percentage": "-6.41%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "IBEX WEALTH ADVISORS", "shares_held": "818", "shares_changed": "-26190", "shares_changed_percentage": "-96.97%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WP ADVISORS", "shares_held": "815", "shares_changed": "815", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "FISCAL WISDOM WEALTH MANAGEMENT", "shares_held": "814", "shares_changed": "-64", "shares_changed_percentage": "-7.29%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LEGACY SOLUTIONS", "shares_held": "813", "shares_changed": "813", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "GERBER", "shares_held": "812", "shares_changed": "812", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MUNICH REINSURANCE CO STOCK CORP IN MUNICH", "shares_held": "812", "shares_changed": "-11515", "shares_changed_percentage": "-93.41%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SHEETS SMITH WEALTH MANAGEMENT", "shares_held": "812", "shares_changed": "812", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BASE WEALTH MANAGEMENT LLC", "shares_held": "811", "shares_changed": "811", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BORER DENTON & ASSOCIATES", "shares_held": "806", "shares_changed": "806", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "LMCG INVESTMENTS", "shares_held": "806", "shares_changed": "806", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BLUEFIN CAPITAL MANAGEMENT", "shares_held": "805", "shares_changed": "-5170", "shares_changed_percentage": "-86.53%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "E6 PORTFOLIOS", "shares_held": "805", "shares_changed": "805", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "INTRINSIC VALUE PARTNERS", "shares_held": "805", "shares_changed": "805", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "EVEREST PRIVATE WEALTH", "shares_held": "804", "shares_changed": "804", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "R2 CAPITAL STRATEGIES", "shares_held": "804", "shares_changed": "804", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "LEEWARD FINANCIAL PARTNERS", "shares_held": "803", "shares_changed": "803", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SEVEN MILE ADVISORY", "shares_held": "803", "shares_changed": "-366", "shares_changed_percentage": "-31.31%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BRAVERA WEALTH", "shares_held": "802", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FMB WEALTH MANAGEMENT", "shares_held": "802", "shares_changed": "802", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "INTREPID CAPITAL MANAGEMENT INC", "shares_held": "802", "shares_changed": "-83", "shares_changed_percentage": "-9.38%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TACTIVE ADVISORS", "shares_held": "801", "shares_changed": "-98", "shares_changed_percentage": "-10.90%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CORPS CAPITAL ADVISORS", "shares_held": "800", "shares_changed": "800", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CSS LLC", "shares_held": "800", "shares_changed": "800", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "LINGOHR ASSET MANAGEMENT GMBH", "shares_held": "800", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2025-09-30" }, { "holder_name": "NOTIS-MCCONARTY EDWARD", "shares_held": "800", "shares_changed": "-125", "shares_changed_percentage": "-13.51%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SAMJO MANAGEMENT", "shares_held": "800", "shares_changed": "800", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SYKON CAPITAL LLC", "shares_held": "800", "shares_changed": "800", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "VESTGEN INVESTMENT MANAGEMENT", "shares_held": "799", "shares_changed": "-148", "shares_changed_percentage": "-15.63%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FRAZIER FINANCIAL ADVISORS", "shares_held": "797", "shares_changed": "-2", "shares_changed_percentage": "-0.25%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DUPREE FINANCIAL GROUP", "shares_held": "795", "shares_changed": "795", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MASCOMA WEALTH MANAGEMENT LLC", "shares_held": "795", "shares_changed": "-8", "shares_changed_percentage": "-1.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ALETHEIAN WEALTH ADVISORS LLC", "shares_held": "792", "shares_changed": "792", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "DOWNSHIFT FINANCIAL", "shares_held": "791", "shares_changed": "791", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ELEVATUS WELATH MANAGEMENT", "shares_held": "791", "shares_changed": "791", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PCG ASSET MANAGEMENT", "shares_held": "790", "shares_changed": "790", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "RIVERVIEW TRUST CO", "shares_held": "790", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ASPIRE PRIVATE CAPITAL", "shares_held": "789", "shares_changed": "789", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BLUE ZONE WEALTH ADVISORS", "shares_held": "789", "shares_changed": "789", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "AEGIS WEALTH MANAGEMENT", "shares_held": "786", "shares_changed": "786", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BARINGS LLC", "shares_held": "786", "shares_changed": "786", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "RIVERCHASE WEALTH MANAGEMENT", "shares_held": "786", "shares_changed": "786", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CLEAR POINT ADVISORS INC.", "shares_held": "785", "shares_changed": "785", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MITTELMAN WEALTH MANAGEMENT", "shares_held": "785", "shares_changed": "-431", "shares_changed_percentage": "-35.44%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ARLINGTON FINANCIAL ADVISORS", "shares_held": "784", "shares_changed": "784", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "HFR WEALTH MANAGEMENT", "shares_held": "783", "shares_changed": "783", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "POWERS ADVISORY GROUP", "shares_held": "783", "shares_changed": "783", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "AMARILLO NATIONAL BANK", "shares_held": "782", "shares_changed": "782", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BALANCE WEALTH PARTNERS LLC", "shares_held": "781", "shares_changed": "781", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BRIGHTON SECURITIES CORP.", "shares_held": "781", "shares_changed": "781", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "HERITAGE INVESTMENT GROUP", "shares_held": "781", "shares_changed": "781", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "STILLWATER CAPITAL ADVISORS", "shares_held": "780", "shares_changed": "780", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "AUREUS ASSET MANAGEMENT", "shares_held": "778", "shares_changed": "778", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BEACON FINANCIAL PLANNING", "shares_held": "778", "shares_changed": "778", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "RIVER WEALTH ADVISORS LLC", "shares_held": "778", "shares_changed": "778", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ARKANSAS FINANCIAL GROUP", "shares_held": "776", "shares_changed": "776", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "KESTRA INVESTMENT MANAGEMENT", "shares_held": "776", "shares_changed": "-260", "shares_changed_percentage": "-25.10%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MONTVUE CAPITAL MANAGEMENT", "shares_held": "775", "shares_changed": "775", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PHYSICIAN WEALTH ADVISORS", "shares_held": "775", "shares_changed": "121", "shares_changed_percentage": "18.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "IMPRINT WEALTH LLC", "shares_held": "774", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BELL INVESTMENT ADVISORS", "shares_held": "773", "shares_changed": "24", "shares_changed_percentage": "3.20%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BENEDICT FINANCIAL ADVISORS INC", "shares_held": "773", "shares_changed": "773", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SPECTRUM PLANNING & ADVISORY SERVICES INC.", "shares_held": "773", "shares_changed": "-266", "shares_changed_percentage": "-25.60%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EXPRESSIVE WEALTH LLC", "shares_held": "772", "shares_changed": "772", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CVFG LLC", "shares_held": "769", "shares_changed": "-79", "shares_changed_percentage": "-9.32%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CLARK & STUART", "shares_held": "767", "shares_changed": "767", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "25 LLC", "shares_held": "766", "shares_changed": "766", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "WEST FINANCIAL ADVISORS", "shares_held": "766", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MILLER CAPITAL PARTNERS", "shares_held": "765", "shares_changed": "-345", "shares_changed_percentage": "-31.08%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MIDATLANTIC CAPITAL MANAGEMENT", "shares_held": "764", "shares_changed": "764", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CANNON WEALTH MANAGEMENT SERVICES", "shares_held": "763", "shares_changed": "763", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SPRENG CAPITAL MANAGEMENT", "shares_held": "763", "shares_changed": "763", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "FMA WEALTH MANAGEMENT", "shares_held": "762", "shares_changed": "762", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MITCHELL CAPITAL MANAGEMENT CO", "shares_held": "762", "shares_changed": "-9966", "shares_changed_percentage": "-92.90%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EAGLE GLOBAL ADVISORS LLC", "shares_held": "760", "shares_changed": "760", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "KERR FINANCIAL PLANNING CORP", "shares_held": "760", "shares_changed": "4", "shares_changed_percentage": "0.53%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MATRIX ASSET ADVISORS INC", "shares_held": "755", "shares_changed": "755", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "RIVERSTONE ADVISORS", "shares_held": "755", "shares_changed": "755", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "FINANCIAL LIFE PLANNERS", "shares_held": "754", "shares_changed": "4", "shares_changed_percentage": "0.53%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CONCORDE ASSET MANAGEMENT", "shares_held": "753", "shares_changed": "753", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SANDHILL CAPITAL PARTNERS LLC", "shares_held": "753", "shares_changed": "753", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SILVER OAK ADVISORY GROUP", "shares_held": "753", "shares_changed": "753", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "DENVER WEALTH MANAGEMENT", "shares_held": "752", "shares_changed": "-343", "shares_changed_percentage": "-31.32%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CRESTMONT PRIVATE WEALTH LLC", "shares_held": "750", "shares_changed": "750", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "TAYLOR HOFFMAN CAPITAL MANAGEMENT LLC", "shares_held": "749", "shares_changed": "749", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "REDE WEALTH", "shares_held": "747", "shares_changed": "747", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ALAN B LANCZ & ASSOCIATES", "shares_held": "746", "shares_changed": "746", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "TRUEFG", "shares_held": "746", "shares_changed": "746", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SYMPHONY FINANCIAL SERVICES", "shares_held": "744", "shares_changed": "744", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "UPTOWN FINANCIAL ADVISORS LLC", "shares_held": "743", "shares_changed": "743", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ZEVIN ASSET MANAGEMENT LLC", "shares_held": "742", "shares_changed": "742", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "INDEX FUND ADVISORS", "shares_held": "741", "shares_changed": "741", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "JOHN BOYER", "shares_held": "741", "shares_changed": "741", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CURA WEALTH ADVISORS", "shares_held": "740", "shares_changed": "740", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MATTERS CAPITAL LLC", "shares_held": "740", "shares_changed": "740", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "STONEHAVEN WEALTH & TAX SOLUTIONS", "shares_held": "740", "shares_changed": "740", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SAFEGUARD INVESTMENT ADVISORY GROUP", "shares_held": "739", "shares_changed": "739", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BNC WEALTH MANAGEMENT", "shares_held": "738", "shares_changed": "738", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PENSION & WEALTH MANAGEMENT ADVISORS", "shares_held": "738", "shares_changed": "2", "shares_changed_percentage": "0.27%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DDD PARTNERS", "shares_held": "735", "shares_changed": "735", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ADELPHI TRUST CO", "shares_held": "734", "shares_changed": "734", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ADVISORY ADVOCATES", "shares_held": "732", "shares_changed": "732", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CONCENTRUM WEALTH MANAGEMENT", "shares_held": "732", "shares_changed": "732", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SAGE RHINO CAPITAL LLC", "shares_held": "731", "shares_changed": "-190", "shares_changed_percentage": "-20.63%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TURNER FINANCIAL GROUP", "shares_held": "731", "shares_changed": "731", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "HMV WEALTH ADVISORS", "shares_held": "730", "shares_changed": "730", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "OMNIA FAMILY WEALTH", "shares_held": "730", "shares_changed": "730", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SUMMIT FINANCIAL STRATEGIES", "shares_held": "729", "shares_changed": "729", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "VISTA INVESTMENT PARTNERS LLC", "shares_held": "729", "shares_changed": "-3856", "shares_changed_percentage": "-84.10%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WAYPOINT WEALTH COUNSEL", "shares_held": "729", "shares_changed": "729", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "HIDDEN COVE WEALTH MANAGEMENT", "shares_held": "727", "shares_changed": "727", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SARD WEALTH MANAGEMENT GROUP", "shares_held": "727", "shares_changed": "727", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SHOREHAVEN WEALTH PARTNERS", "shares_held": "726", "shares_changed": "726", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "DARDEN WEALTH GROUP INC", "shares_held": "725", "shares_changed": "-184", "shares_changed_percentage": "-20.24%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MCDONOUGH CAPITAL MANAGEMENT", "shares_held": "725", "shares_changed": "725", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "FOREFRONT WEALTH MANAGEMENT INC.", "shares_held": "724", "shares_changed": "-12", "shares_changed_percentage": "-1.63%", "change_type": "decreased", "last_reported": "2025-12-31" }, { "holder_name": "NORTHSTAR ASSET MANAGEMENT INC", "shares_held": "723", "shares_changed": "723", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "RFG - BRISTOL WEALTH ADVISORS", "shares_held": "723", "shares_changed": "723", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "DIVERSIFIED PORTFOLIOS", "shares_held": "722", "shares_changed": "722", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "INTEGRITY FINANCIAL CORP", "shares_held": "721", "shares_changed": "-1876", "shares_changed_percentage": "-72.24%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GOOD STEWARD WEALTH ADVISORS", "shares_held": "720", "shares_changed": "720", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "JNBA FINANCIAL ADVISORS", "shares_held": "720", "shares_changed": "35", "shares_changed_percentage": "5.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NAPA WEALTH MANAGEMENT", "shares_held": "719", "shares_changed": "-4422", "shares_changed_percentage": "-86.01%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "VARCOV CO.", "shares_held": "719", "shares_changed": "719", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "WILLIAM MACK & ASSOCIATES", "shares_held": "719", "shares_changed": "719", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "DOCK STREET ASSET MANAGEMENT INC", "shares_held": "718", "shares_changed": "-256", "shares_changed_percentage": "-26.28%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DUCERE WEALTH MANAGEMENT LLC", "shares_held": "718", "shares_changed": "718", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PRIVATE CLIENT SERVICES", "shares_held": "718", "shares_changed": "718", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "RICHARD P SLAUGHTER ASSOCIATES INC", "shares_held": "717", "shares_changed": "717", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "APRICUS WEALTH", "shares_held": "715", "shares_changed": "715", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "ROYAL CAPITAL WEALTH MANAGEMENT", "shares_held": "715", "shares_changed": "715", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "LAUTERBACH FINANCIAL ADVISORS", "shares_held": "714", "shares_changed": "714", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "CARBAHAL OLSEN FINANCIAL SERVICES GROUP", "shares_held": "713", "shares_changed": "713", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BRUCE G. ALLEN INVESTMENTS", "shares_held": "710", "shares_changed": "8", "shares_changed_percentage": "1.14%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MPWM ADVISORY SOLUTIONS", "shares_held": "710", "shares_changed": "1", "shares_changed_percentage": "0.14%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FINANCIERE DES PROFESSIONNELS - FONDS D'INVESTISSEMENT INC.", "shares_held": "700", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FOUNDERS CAPITAL MANAGEMENT", "shares_held": "700", "shares_changed": "-501", "shares_changed_percentage": "-41.72%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CONTRAVISORY INVESTMENT MANAGEMENT", "shares_held": "696", "shares_changed": "-31443", "shares_changed_percentage": "-97.83%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BURK HOLDINGS LLC", "shares_held": "691", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "1015 CAPITAL PARTNERS", "shares_held": "684", "shares_changed": "-1", "shares_changed_percentage": "-0.15%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BIRCHWOOD FINANCIAL PARTNERS", "shares_held": "684", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PURSUIT WEALTH MANAGEMENT LLC", "shares_held": "680", "shares_changed": "680", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2025-12-31" }, { "holder_name": "OWL CREEK WEALTH PARTNERS LLC", "shares_held": "673", "shares_changed": "140", "shares_changed_percentage": "26.27%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "COVESTOR LTD", "shares_held": "662", "shares_changed": "157", "shares_changed_percentage": "31.09%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SILVER GROVE FINANCIAL GROUP", "shares_held": "658", "shares_changed": "623", "shares_changed_percentage": "1780.00%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ARES FINANCIAL CONSULTING", "shares_held": "657", "shares_changed": "8", "shares_changed_percentage": "1.23%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ABOUND WEALTH MANAGEMENT", "shares_held": "655", "shares_changed": "-124", "shares_changed_percentage": "-15.92%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PARK PLACE CAPITAL CORP", "shares_held": "651", "shares_changed": "-37", "shares_changed_percentage": "-5.38%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STONE HOUSE INVESTMENT MANAGEMENT", "shares_held": "643", "shares_changed": "31", "shares_changed_percentage": "5.07%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CHERRY TREE WEALTH MANAGEMENT", "shares_held": "634", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-03-31" }, { "holder_name": "ESSENTIAL PARTNERS LLC", "shares_held": "632", "shares_changed": "394", "shares_changed_percentage": "165.55%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HALBERT HARGROVE GLOBAL ADVISORS", "shares_held": "631", "shares_changed": "3", "shares_changed_percentage": "0.48%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SOUTHERN MICHIGAN BANK & TRUST", "shares_held": "624", "shares_changed": "40", "shares_changed_percentage": "6.85%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CUTLER CAPITAL MANAGEMENT", "shares_held": "613", "shares_changed": "2", "shares_changed_percentage": "0.33%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "JOHNSON FINANCIAL GROUP", "shares_held": "608", "shares_changed": "-67", "shares_changed_percentage": "-9.93%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BAY HARBOR WEALTH MANAGEMENT", "shares_held": "607", "shares_changed": "524", "shares_changed_percentage": "631.33%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GUARDIAN PARTNERS INC.", "shares_held": "604", "shares_changed": "604", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "HUGHES FINANCIAL SERVICES", "shares_held": "602", "shares_changed": "75", "shares_changed_percentage": "14.23%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BOLLARD GROUP LLC", "shares_held": "600", "shares_changed": "-200", "shares_changed_percentage": "-25.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD.", "shares_held": "600", "shares_changed": "-250", "shares_changed_percentage": "-29.41%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ZEIT CAPITAL LLC", "shares_held": "600", "shares_changed": "150", "shares_changed_percentage": "33.33%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AVION WEALTH", "shares_held": "599", "shares_changed": "58", "shares_changed_percentage": "10.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "KEY CAPITAL MANAGEMENT", "shares_held": "586", "shares_changed": "-42", "shares_changed_percentage": "-6.69%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ASPECT PARTNERS", "shares_held": "566", "shares_changed": "48", "shares_changed_percentage": "9.27%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FINANCIAL AVENGERS", "shares_held": "563", "shares_changed": "4", "shares_changed_percentage": "0.72%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CROWLEY WEALTH MANAGEMENT", "shares_held": "560", "shares_changed": "10", "shares_changed_percentage": "1.82%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "DARWIN WEALTH MANAGEMENT", "shares_held": "558", "shares_changed": "126", "shares_changed_percentage": "29.17%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ADDISON ADVISORS LLC", "shares_held": "550", "shares_changed": "-4726", "shares_changed_percentage": "-89.58%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SANKALA GROUP LLC", "shares_held": "550", "shares_changed": "-6", "shares_changed_percentage": "-1.08%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HIGHLINE WEALTH PARTNERS LLC", "shares_held": "549", "shares_changed": "457", "shares_changed_percentage": "496.74%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VAQUERO PRIVATE WEALTH", "shares_held": "546", "shares_changed": "546", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "TRUE WEALTH DESIGN", "shares_held": "531", "shares_changed": "-55", "shares_changed_percentage": "-9.39%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HILLSDALE INVESTMENT MANAGEMENT INC.", "shares_held": "530", "shares_changed": "530", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "TRUST CO", "shares_held": "528", "shares_changed": "-946", "shares_changed_percentage": "-64.18%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MARK SHEPTOFF FINANCIAL PLANNING", "shares_held": "527", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BINNACLE INVESTMENTS INC", "shares_held": "524", "shares_changed": "56", "shares_changed_percentage": "11.97%", "change_type": "increased", "last_reported": "2025-09-30" }, { "holder_name": "REGATTA RESEARCH & MONEY MANAGEMENT", "shares_held": "524", "shares_changed": "524", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MOTIV8 INVESTMENTS LLC", "shares_held": "521", "shares_changed": "521", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2025-12-31" }, { "holder_name": "DHJJ FINANCIAL ADVISORS", "shares_held": "519", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "NALLS SHERBAKOFF GROUP", "shares_held": "519", "shares_changed": "-38", "shares_changed_percentage": "-6.82%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LLOYD ADVISORY SERVICES", "shares_held": "516", "shares_changed": "489", "shares_changed_percentage": "1811.11%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "INTESA SANPAOLO WEALTH MANAGEMENT", "shares_held": "514", "shares_changed": "-1135", "shares_changed_percentage": "-68.83%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HIGH NOTE WEALTH", "shares_held": "508", "shares_changed": "-193", "shares_changed_percentage": "-27.53%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "TSFG", "shares_held": "507", "shares_changed": "-2", "shares_changed_percentage": "-0.39%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GOULD CAPITAL", "shares_held": "500", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "NORTHSTAR ASSET MANAGEMENT CO", "shares_held": "500", "shares_changed": "500", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PANDORA WEALTH", "shares_held": "500", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2025-12-31" }, { "holder_name": "STONEHAGE FLEMING FINANCIAL SERVICES HOLDINGS LTD", "shares_held": "500", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CDKV HOLDINGS LLC", "shares_held": "496", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "OGOREK ANTHONY JOSEPH", "shares_held": "496", "shares_changed": "7", "shares_changed_percentage": "1.43%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BANKPLUS TRUST DEPARTMENT", "shares_held": "485", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FIRST COMMUNITY TRUST NA", "shares_held": "483", "shares_changed": "-134", "shares_changed_percentage": "-21.72%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HURLEY CAPITAL", "shares_held": "482", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CONSULTIVA WEALTH MANAGEMENT", "shares_held": "480", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SAVA INFOND D.O.O.", "shares_held": "480", "shares_changed": "80", "shares_changed_percentage": "20.00%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BLUME CAPITAL MANAGEMENT", "shares_held": "475", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MOISAND FITZGERALD TAMAYO", "shares_held": "475", "shares_changed": "32", "shares_changed_percentage": "7.22%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "UNITED FINANCIAL PLANNING GROUP LLC", "shares_held": "472", "shares_changed": "-99", "shares_changed_percentage": "-17.34%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EVELYN PARTNERS INVESTMENT MANAGEMENT", "shares_held": "470", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-03-31" }, { "holder_name": "CATALYST CAPITAL ADVISORS LLC", "shares_held": "468", "shares_changed": "-7", "shares_changed_percentage": "-1.47%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FAIRSCALE CAPITAL", "shares_held": "467", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ASCENTIS INDEPENDENT ADVISORS", "shares_held": "462", "shares_changed": "-27177", "shares_changed_percentage": "-98.33%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PIN OAK INVESTMENT ADVISORS INC", "shares_held": "461", "shares_changed": "-24", "shares_changed_percentage": "-4.95%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FINANCIAL GRAVITY COMPANIES", "shares_held": "458", "shares_changed": "45", "shares_changed_percentage": "10.90%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AVALON TRUST CO", "shares_held": "454", "shares_changed": "-400", "shares_changed_percentage": "-46.84%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STEPHENS CONSULTING", "shares_held": "452", "shares_changed": "1", "shares_changed_percentage": "0.22%", "change_type": "increased", "last_reported": "2025-12-31" }, { "holder_name": "NCP INC.", "shares_held": "450", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BURKETT FINANCIAL SERVICES", "shares_held": "449", "shares_changed": "3", "shares_changed_percentage": "0.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GENERAL PARTNER", "shares_held": "449", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "STRATEGIC WEALTH ADVISORS LLC", "shares_held": "449", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SYNERGY INVESTMENT MANAGEMENT", "shares_held": "444", "shares_changed": "356", "shares_changed_percentage": "404.55%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALPHA FINANCIAL ADVISORS", "shares_held": "443", "shares_changed": "443", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "FINANCIAL NETWORK WEALTH ADVISORS LLC", "shares_held": "442", "shares_changed": "8", "shares_changed_percentage": "1.84%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TIMBUKTU CAPITAL MANAGEMENT", "shares_held": "440", "shares_changed": "440", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "WEST OAK CAPITAL", "shares_held": "440", "shares_changed": "-45", "shares_changed_percentage": "-9.28%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "TIDEMARK", "shares_held": "430", "shares_changed": "5", "shares_changed_percentage": "1.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GRANITE FO LLC", "shares_held": "428", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ELGETHUN CAPITAL MANAGEMENT", "shares_held": "425", "shares_changed": "71", "shares_changed_percentage": "20.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SIGNATURE EQUITY PARTNERS", "shares_held": "420", "shares_changed": "15", "shares_changed_percentage": "3.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "SOLSTEIN CAPITAL", "shares_held": "420", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BRADLEY & CO. PRIVATE WEALTH MANAGEMENT", "shares_held": "419", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MINOT DEBLOIS ADVISORS LLC", "shares_held": "415", "shares_changed": "-404", "shares_changed_percentage": "-49.33%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "LODESTONE WEALTH MANAGEMENT LLC", "shares_held": "414", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ROBINSWOOD FINANCIAL LLC", "shares_held": "412", "shares_changed": "1", "shares_changed_percentage": "0.24%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "VERMILLION WEALTH MANAGEMENT", "shares_held": "405", "shares_changed": "119", "shares_changed_percentage": "41.61%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CORSICANA & CO.", "shares_held": "404", "shares_changed": "30", "shares_changed_percentage": "8.02%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CEDAR MOUNTAIN ADVISORS", "shares_held": "401", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ABOUND FINANCIAL", "shares_held": "400", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SRH ADVISORS", "shares_held": "400", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CAITONG INTERNATIONAL ASSET MANAGEMENT CO.", "shares_held": "387", "shares_changed": "-102", "shares_changed_percentage": "-20.86%", "change_type": "decreased", "last_reported": "2025-12-31" }, { "holder_name": "SUNRISE FINANCIAL SERVICES", "shares_held": "387", "shares_changed": "-15", "shares_changed_percentage": "-3.73%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PACIFIC CENTER FOR FINANCIAL SERVICES", "shares_held": "377", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CGC FINANCIAL SERVICES", "shares_held": "371", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "STRATEGIC ADVOCATES LLC", "shares_held": "361", "shares_changed": "-30", "shares_changed_percentage": "-7.67%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "NEWTON ONE INVESTMENTS LLC", "shares_held": "360", "shares_changed": "2", "shares_changed_percentage": "0.56%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OSTERWEIS CAPITAL MANAGEMENT INC", "shares_held": "354", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "GLASS JACOBSON INVESTMENT ADVISORS LLC", "shares_held": "347", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PROFFITT & GOODSON INC", "shares_held": "346", "shares_changed": "-19", "shares_changed_percentage": "-5.21%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KEMNAY ADVISORY SERVICES INC.", "shares_held": "330", "shares_changed": "-1", "shares_changed_percentage": "-0.30%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CHEVIOT VALUE MANAGEMENT", "shares_held": "328", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ANKERSTAR WEALTH", "shares_held": "327", "shares_changed": "30", "shares_changed_percentage": "10.10%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OAKMONT CORP", "shares_held": "327", "shares_changed": "-350", "shares_changed_percentage": "-51.70%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EVOLUTION WEALTH MANAGEMENT INC.", "shares_held": "318", "shares_changed": "-6", "shares_changed_percentage": "-1.85%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "KROEGER FINANCIAL PARTNERS", "shares_held": "306", "shares_changed": "306", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "RIALTO WEALTH MANAGEMENT", "shares_held": "306", "shares_changed": "61", "shares_changed_percentage": "24.90%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MORTON BROWN FAMILY WEALTH", "shares_held": "303", "shares_changed": "11", "shares_changed_percentage": "3.77%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AMERICAN CAPITAL ADVISORY", "shares_held": "301", "shares_changed": "124", "shares_changed_percentage": "70.06%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OUTLOOK CAPITAL MANAGEMENT", "shares_held": "300", "shares_changed": "300", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SUMMIT SECURITIES GROUP LLC", "shares_held": "300", "shares_changed": "-50984", "shares_changed_percentage": "-99.42%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GLEASON GROUP", "shares_held": "298", "shares_changed": "74", "shares_changed_percentage": "33.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BOREAL CAPITAL MANAGEMENT LLC", "shares_held": "297", "shares_changed": "250", "shares_changed_percentage": "531.91%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BANK & TRUST CO", "shares_held": "296", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC", "shares_held": "294", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "QUAKER WEALTH MANAGEMENT", "shares_held": "287", "shares_changed": "2", "shares_changed_percentage": "0.70%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MEASURED WEALTH PRIVATE CLIENT GROUP", "shares_held": "286", "shares_changed": "-129", "shares_changed_percentage": "-31.08%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "JOSEPH GROUP CAPITAL MANAGEMENT", "shares_held": "283", "shares_changed": "164", "shares_changed_percentage": "137.81%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MERAMEC FINANCIAL PLANNERS", "shares_held": "282", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "TOUNJIAN ADVISORY PARTNERS", "shares_held": "282", "shares_changed": "-4632", "shares_changed_percentage": "-94.26%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CENTERPOINT ADVISORS", "shares_held": "281", "shares_changed": "-200", "shares_changed_percentage": "-41.58%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MANITOU INVESTMENT MANAGEMENT LTD.", "shares_held": "280", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MITSUBISHI UFJ MORGAN STANLEY SECURITIES CO.", "shares_held": "279", "shares_changed": "-497", "shares_changed_percentage": "-64.05%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MOWERY & SCHOENFELD WEALTH MANAGEMENT", "shares_held": "273", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "STRONGBOX WEALTH", "shares_held": "271", "shares_changed": "271", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC", "shares_held": "270", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "TOWER TRUST & INVESTMENT CO", "shares_held": "261", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ATLANTIC PRIVATE WEALTH", "shares_held": "257", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "3 FACTOR INDEXING", "shares_held": "256", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "GPS WEALTH STRATEGIES GROUP", "shares_held": "248", "shares_changed": "-1611", "shares_changed_percentage": "-86.66%", "change_type": "decreased", "last_reported": "2025-12-31" }, { "holder_name": "INVESTORS RESEARCH CORP", "shares_held": "247", "shares_changed": "-23", "shares_changed_percentage": "-8.52%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GLOBAL TRUST ASSET MANAGEMENT", "shares_held": "246", "shares_changed": "-811", "shares_changed_percentage": "-76.73%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "MASECO LLP", "shares_held": "244", "shares_changed": "174", "shares_changed_percentage": "248.57%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "AXIOM INVESTMENT MANAGEMENT LLC", "shares_held": "243", "shares_changed": "93", "shares_changed_percentage": "62.00%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GRANEY & KING", "shares_held": "243", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "LEO H. EVART", "shares_held": "240", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "E FUND MANAGEMENT", "shares_held": "239", "shares_changed": "154", "shares_changed_percentage": "181.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "QUEST 10 WEALTH BUILDERS", "shares_held": "237", "shares_changed": "-55", "shares_changed_percentage": "-18.84%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "FINANCIAL PERSPECTIVES", "shares_held": "235", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MJT & ASSOCIATES FINANCIAL ADVISORY GROUP", "shares_held": "233", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "RMG WEALTH MANAGEMENT LLC", "shares_held": "232", "shares_changed": "-234", "shares_changed_percentage": "-50.22%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HAGER INVESTMENT MANAGEMENT SERVICES", "shares_held": "231", "shares_changed": "-19", "shares_changed_percentage": "-7.60%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ADVOCATE INVESTING SERVICES LLC", "shares_held": "230", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FOURTH DIMENSION WEALTH", "shares_held": "229", "shares_changed": "29", "shares_changed_percentage": "14.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ACCREDITED WEALTH MANAGEMENT", "shares_held": "226", "shares_changed": "-391", "shares_changed_percentage": "-63.37%", "change_type": "decreased", "last_reported": "2025-09-30" }, { "holder_name": "RED TORTOISE LLC", "shares_held": "226", "shares_changed": "-3", "shares_changed_percentage": "-1.31%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "CENTENNIAL BANK", "shares_held": "222", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "IFS ADVISORS", "shares_held": "222", "shares_changed": "25", "shares_changed_percentage": "12.69%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PROMUS CAPITAL", "shares_held": "220", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2025-09-30" }, { "holder_name": "TD CAPITAL MANAGEMENT LLC", "shares_held": "220", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SIGNATURE RESOURCES CAPITAL MANAGEMENT", "shares_held": "212", "shares_changed": "63", "shares_changed_percentage": "42.28%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BEUTEL", "shares_held": "210", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BARD ASSOCIATES INC", "shares_held": "208", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "STEPH & CO", "shares_held": "207", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CBIZ INVESTMENT ADVISORY SERVICES", "shares_held": "204", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "DOGWOOD WEALTH MANAGEMENT LLC", "shares_held": "202", "shares_changed": "94", "shares_changed_percentage": "87.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LAM GROUP", "shares_held": "202", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "GABLES CAPITAL MANAGEMENT INC.", "shares_held": "200", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SIMS INVESTMENT MANAGEMENT", "shares_held": "199", "shares_changed": "199", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "VIRGINIA ESTATE & RETIREMENT PLANNING ADVISORS INC.", "shares_held": "191", "shares_changed": "1", "shares_changed_percentage": "0.53%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "TACITA CAPITAL INC", "shares_held": "189", "shares_changed": "-11", "shares_changed_percentage": "-5.50%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WHIPPLEWOOD ADVISORS", "shares_held": "186", "shares_changed": "-32", "shares_changed_percentage": "-14.68%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA", "shares_held": "183", "shares_changed": "63", "shares_changed_percentage": "52.50%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DAVIS CAPITAL MANAGEMENT", "shares_held": "173", "shares_changed": "-29", "shares_changed_percentage": "-14.36%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "VALUED WEALTH ADVISORS LLC", "shares_held": "171", "shares_changed": "-18", "shares_changed_percentage": "-9.52%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RAFFA WEALTH MANAGEMENT", "shares_held": "166", "shares_changed": "-61", "shares_changed_percentage": "-26.87%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PILGRIM PARTNERS ASIA PTE LTD", "shares_held": "160", "shares_changed": "160", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "BAYFOREST CAPITAL LTD", "shares_held": "157", "shares_changed": "157", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "FIRST PREMIER BANK", "shares_held": "157", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "UNIVERSITY OF TEXAS", "shares_held": "156", "shares_changed": "156", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "JTC EMPLOYER SOLUTIONS TRUSTEE LTD", "shares_held": "155", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "SARVER VROOMAN WEALTH ADVISORS", "shares_held": "152", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ACUMEN WEALTH ADVISORS", "shares_held": "150", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "STUART CHAUSSEE & ASSOCIATES", "shares_held": "147", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2025-09-30" }, { "holder_name": "COPIA WEALTH MANAGEMENT", "shares_held": "144", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "HIGHLAND INVESTMENT ADVISORS LLC", "shares_held": "142", "shares_changed": "142", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MURPHY & MULLICK CAPITAL MANAGEMENT CORP", "shares_held": "142", "shares_changed": "3", "shares_changed_percentage": "2.16%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CORNERSTONE FINANCIAL MANAGEMENT LLC", "shares_held": "137", "shares_changed": "52", "shares_changed_percentage": "61.18%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "OSBON CAPITAL MANAGEMENT LLC", "shares_held": "132", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC", "shares_held": "131", "shares_changed": "32", "shares_changed_percentage": "32.32%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "IAG WEALTH PARTNERS", "shares_held": "131", "shares_changed": "64", "shares_changed_percentage": "95.52%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "CAITLIN JOHN", "shares_held": "125", "shares_changed": "-22", "shares_changed_percentage": "-14.97%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "SIMA WEALTH PARTNERS", "shares_held": "125", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ACTIVEST WEALTH MANAGEMENT", "shares_held": "123", "shares_changed": "-299", "shares_changed_percentage": "-70.85%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "WESTEND PARTNERS LP", "shares_held": "117", "shares_changed": "66", "shares_changed_percentage": "129.41%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "DECISIONPOINT FINANCIAL", "shares_held": "112", "shares_changed": "6", "shares_changed_percentage": "5.66%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FWL INVESTMENT MANAGEMENT", "shares_held": "112", "shares_changed": "-61", "shares_changed_percentage": "-35.26%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "IQ EQ FUND MANAGEMENT", "shares_held": "111", "shares_changed": "111", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SWAN CAPITAL LLC", "shares_held": "108", "shares_changed": "8", "shares_changed_percentage": "8.00%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ALIGN FINANCIAL", "shares_held": "107", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "WINCH ADVISORY SERVICES", "shares_held": "107", "shares_changed": "20", "shares_changed_percentage": "22.99%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "LFA - LUGANO FINANCIAL ADVISORS SA", "shares_held": "105", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BELLEVUE ASSET MANAGEMENT", "shares_held": "104", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "BARE FINANCIAL SERVICES", "shares_held": "103", "shares_changed": "55", "shares_changed_percentage": "114.58%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HARVEST FUND MANAGEMENT CO.", "shares_held": "103", "shares_changed": "-23", "shares_changed_percentage": "-18.25%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "EVOLUTION ADVISERS", "shares_held": "101", "shares_changed": "1", "shares_changed_percentage": "1.00%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "HARA CAPITAL LLC", "shares_held": "100", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "LIPE & DALTON", "shares_held": "100", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MIDWAY CAPITAL RESEARCH & MANAGEMENT", "shares_held": "100", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "NETWORTH ADVISORS", "shares_held": "100", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "TRIFECTA CAPITAL ADVISORS", "shares_held": "100", "shares_changed": "2", "shares_changed_percentage": "2.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GREYKASELL WEALTH STRATEGIES", "shares_held": "98", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "GOALVEST ADVISORY LLC", "shares_held": "96", "shares_changed": "-247", "shares_changed_percentage": "-72.01%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "HARBORFRONT FINANCIAL GROUP LLC", "shares_held": "96", "shares_changed": "96", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "EVELYN PARTNERS INVESTMENT MANAGEMENT SERVICES LTD", "shares_held": "95", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-03-31" }, { "holder_name": "ACCORDANT ADVISORY GROUP INC", "shares_held": "92", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MARSHALL INVESTMENT MANAGEMENT", "shares_held": "92", "shares_changed": "3", "shares_changed_percentage": "3.37%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "BASEPOINT WEALTH LLC", "shares_held": "91", "shares_changed": "-11", "shares_changed_percentage": "-10.78%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PHILLIP JAMES CONSULTING CO.", "shares_held": "85", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "CENTIVA CAPITAL", "shares_held": "84", "shares_changed": "-4125", "shares_changed_percentage": "-98.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "PRINCIPIA WEALTH ADVISORY", "shares_held": "82", "shares_changed": "17", "shares_changed_percentage": "26.15%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "RETIREMENT WEALTH SOLUTIONS LLC", "shares_held": "81", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "RACHOR INVESTMENT ADVISORY SERVICES", "shares_held": "80", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ROSS\\JOHNSON & ASSOCIATES LLC", "shares_held": "70", "shares_changed": "1", "shares_changed_percentage": "1.45%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PETERSON WEALTH MANAGEMENT", "shares_held": "67", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ACCESS INVESTMENT MANAGEMENT LLC", "shares_held": "65", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "HARBOR ASSET PLANNING", "shares_held": "63", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "HORIZON BANCORP INC", "shares_held": "62", "shares_changed": "-100", "shares_changed_percentage": "-61.73%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "ARCADIA INVESTMENT MANAGEMENT CORP", "shares_held": "57", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-03-31" }, { "holder_name": "1 NORTH WEALTH SERVICES LLC", "shares_held": "54", "shares_changed": "44", "shares_changed_percentage": "440.00%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "REDMONT WEALTH ADVISORS LLC", "shares_held": "53", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2025-12-31" }, { "holder_name": "LUMMIS ASSET MANAGEMENT", "shares_held": "52", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "FAIRMAN GROUP", "shares_held": "50", "shares_changed": "1", "shares_changed_percentage": "2.04%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "MONTGOMERY FINANCIAL SERVICES LLC", "shares_held": "50", "shares_changed": "50", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "NAVIGOE", "shares_held": "50", "shares_changed": "10", "shares_changed_percentage": "25.00%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "NVEST WEALTH STRATEGIES", "shares_held": "50", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "NEW MILLENNIUM GROUP LLC", "shares_held": "49", "shares_changed": "-1", "shares_changed_percentage": "-2.00%", "change_type": "decreased", "last_reported": "2025-12-31" }, { "holder_name": "SHERMAN ASSET MANAGEMENT", "shares_held": "47", "shares_changed": "14", "shares_changed_percentage": "42.42%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GUERRA ADVISORS INC", "shares_held": "46", "shares_changed": "46", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2025-09-30" }, { "holder_name": "EVELYN PARTNERS ASSET MANAGEMENT LTD", "shares_held": "44", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-03-31" }, { "holder_name": "ARLINGTON TRUST CO LLC", "shares_held": "42", "shares_changed": "-30", "shares_changed_percentage": "-41.67%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "GUNPOWDER CAPITAL MANAGEMENT", "shares_held": "41", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "STRIVE FINANCIAL GROUP", "shares_held": "41", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "HORIZONS WEALTH MANAGEMENT", "shares_held": "35", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-03-31" }, { "holder_name": "JDM FINANCIAL GROUP LLC", "shares_held": "33", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "GGM FINANCIAL LLC", "shares_held": "31", "shares_changed": "1", "shares_changed_percentage": "3.33%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PARK SQUARE FINANCIAL GROUP", "shares_held": "30", "shares_changed": "-22", "shares_changed_percentage": "-42.31%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "OAKMONT ADVISORY GROUP", "shares_held": "26", "shares_changed": "26", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "PACIFICA PARTNERS INC.", "shares_held": "23", "shares_changed": "-1138", "shares_changed_percentage": "-98.02%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "RHL GROUP", "shares_held": "22", "shares_changed": "-28", "shares_changed_percentage": "-56.00%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "DYNAMIC WEALTH STRATEGIES", "shares_held": "20", "shares_changed": "13", "shares_changed_percentage": "185.71%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "PETERSON WEALTH SERVICES", "shares_held": "19", "shares_changed": "19", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "COMPREHENSIVE FINANCIAL PLANNING", "shares_held": "18", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "PAYPAY SECURITIES CORP", "shares_held": "16", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "WESTEND ADVISORS", "shares_held": "16", "shares_changed": "1", "shares_changed_percentage": "6.67%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "GILPIN WEALTH MANAGEMENT", "shares_held": "14", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "INVESTORS PORTFOLIO SERVICES LLC", "shares_held": "14", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "REDWOOD PARK ADVISORS LLC", "shares_held": "14", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "TORREN MANAGEMENT", "shares_held": "12", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "NOBLE WEALTH MANAGEMENT PBC", "shares_held": "11", "shares_changed": "6", "shares_changed_percentage": "120.00%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "ATLATL ADVISERS LLC", "shares_held": "10", "shares_changed": "10", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "SENESCHAL ADVISORS", "shares_held": "10", "shares_changed": "-39", "shares_changed_percentage": "-79.59%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "STANCE CAPITAL LLC", "shares_held": "10", "shares_changed": "10", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "LUMINIST CAPITAL LLC", "shares_held": "8", "shares_changed": "8", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "FNY INVESTMENT ADVISERS", "shares_held": "6", "shares_changed": "-1294", "shares_changed_percentage": "-99.54%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "BREAKWATER INVESTMENT MANAGEMENT", "shares_held": "5", "shares_changed": "1", "shares_changed_percentage": "25.00%", "change_type": "increased", "last_reported": "2026-06-30" }, { "holder_name": "FAIRWAY WEALTH LLC", "shares_held": "5", "shares_changed": "5", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "MY PORTFOLIO GUIDE", "shares_held": "5", "shares_changed": "5", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-03-31" }, { "holder_name": "ANFIELD CAPITAL MANAGEMENT", "shares_held": "3", "shares_changed": "-14", "shares_changed_percentage": "-82.35%", "change_type": "decreased", "last_reported": "2026-03-31" }, { "holder_name": "GS INVESTMENTS", "shares_held": "2", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "KINGDOM FINANCIAL GROUP LLC.", "shares_held": "2", "shares_changed": "-25", "shares_changed_percentage": "-92.59%", "change_type": "decreased", "last_reported": "2026-06-30" }, { "holder_name": "CORDANT", "shares_held": "1", "shares_changed": "1", "shares_changed_percentage": "n/a", "change_type": "initiated", "last_reported": "2026-06-30" }, { "holder_name": "INVESTMENT RESEARCH & ADVISORY GROUP", "shares_held": "1", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "MORSE ASSET MANAGEMENT", "shares_held": "1", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "NORTHAVENUE LLC", "shares_held": "1", "shares_changed": "0", "shares_changed_percentage": "0.00%", "change_type": "unchanged", "last_reported": "2026-06-30" }, { "holder_name": "ACCENT CAPITAL MANAGEMENT", "shares_held": "0", "shares_changed": "-123", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "ADAPT INVESTMENT MANAGERS SA", "shares_held": "0", "shares_changed": "-114525", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "ADVENT CAPITAL MANAGEMENT", "shares_held": "0", "shares_changed": "-12000", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "ADVISORTRUST PARTNERS", "shares_held": "0", "shares_changed": "-1025", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "AIGEN INVESTMENT MANAGEMENT", "shares_held": "0", "shares_changed": "-1902", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "ALLEN INVESTMENT MANAGEMENT", "shares_held": "0", "shares_changed": "-15000", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "ALTRIUS CAPITAL MANAGEMENT INC", "shares_held": "0", "shares_changed": "-20621", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "ALVAREZ & MARSAL PRIVATE WEALTH PARTNERS", "shares_held": "0", "shares_changed": "-1711", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "ANDREW HILL INVESTMENT ADVISORS", "shares_held": "0", "shares_changed": "-8786", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "AQUATIC CAPITAL MANAGEMENT LLC", "shares_held": "0", "shares_changed": "-45984", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "ARBOR CAPITAL MANAGEMENT INC", "shares_held": "0", "shares_changed": "-870", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "ARGENT CAPITAL MANAGEMENT LLC", "shares_held": "0", "shares_changed": "-907", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "ASPIRING VENTURES", "shares_held": "0", "shares_changed": "-1399", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "ATLASMARK FINANCIAL", "shares_held": "0", "shares_changed": "-771", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "AVISO FINANCIAL INC.", "shares_held": "0", "shares_changed": "-426", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "BELLECAPITAL INTERNATIONAL LTD.", "shares_held": "0", "shares_changed": "-1223", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "BERBICE CAPITAL MANAGEMENT LLC", "shares_held": "0", "shares_changed": "-400", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "BETO FINANCIAL GROUP", "shares_held": "0", "shares_changed": "-934", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "BLUE BARN WEALTH", "shares_held": "0", "shares_changed": "-1103", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2025-12-31" }, { "holder_name": "BRAMSHILL INVESTMENTS", "shares_held": "0", "shares_changed": "-2000", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "BRIDGELIGHT FINANCIAL ADVISORS", "shares_held": "0", "shares_changed": "-28579", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "BTC CAPITAL MANAGEMENT", "shares_held": "0", "shares_changed": "-1612", "shares_changed_percentage": 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"shares_changed": "-4924", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "TWO SIGMA ADVISERS", "shares_held": "0", "shares_changed": "-1400", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2025-12-31" }, { "holder_name": "TWO SIGMA SECURITIES", "shares_held": "0", "shares_changed": "-8156", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "UNIFI ASSET MANAGEMENT LP", "shares_held": "0", "shares_changed": "-8480", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "UNISPHERE ESTABLISHMENT", "shares_held": "0", "shares_changed": "-365000", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "VAN DIEST CAPITAL", "shares_held": "0", "shares_changed": "-904", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "WAHED INVEST LLC", "shares_held": "0", "shares_changed": "-23631", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "WALSH & ASSOCIATES", "shares_held": "0", "shares_changed": "-1", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "WELLS FINANCIAL ADVISORS INC", "shares_held": "0", "shares_changed": "-58", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "WEST TOWER GROUP", "shares_held": "0", "shares_changed": "-1000", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "WESTBOURNE INVESTMENTS", "shares_held": "0", "shares_changed": "-7463", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "WESTFIELD CAPITAL MANAGEMENT CO LP", "shares_held": "0", "shares_changed": "-3320", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "WILLIS JOHNSON & ASSOCIATES", "shares_held": "0", "shares_changed": "-2144", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "WOLVERINE TRADING", "shares_held": "0", "shares_changed": "-6520", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2025-09-30" }, { "holder_name": "Y-INTERCEPT", "shares_held": "0", "shares_changed": "-40248", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" }, { "holder_name": "YANKCOM PARTNERSHIP", "shares_held": "0", "shares_changed": "-39", "shares_changed_percentage": "-100.00%", "change_type": "sold out", "last_reported": "2026-06-30" } ] }