Herzfeld (Thomas J.) Advisors, Inc | 1,277,019 | 30 Dec 2023 | 11.14% | 8,951,903 |
Envestnet Asset Management | 620,141 | 30 Dec 2023 | 5.41% | 4,347,188 |
Principal Securities, Inc. | 153,485 | 30 Dec 2023 | 1.34% | 1,075,929 |
Graypoint LLC | 112,776 | 30 Dec 2023 | 0.98% | 790,559 |
LPL Financial LLC | 74,892 | 30 Dec 2023 | 0.65% | 524,992 |
Thrivent Financial For Lutherans | 47,168 | 30 Dec 2023 | 0.41% | 330,647 |
Atomi Financial Group, Inc. | 39,971 | 30 Dec 2023 | 0.35% | 280,196 |
Arlington Capital Management, Inc. | 39,521 | 30 Mar 2024 | 0.34% | 277,042 |
Osaic Holdings Inc | 35,239 | 30 Dec 2023 | 0.31% | 247,025 |
Arkadios Wealth Advisors | 32,190 | 30 Mar 2024 | 0.28% | 225,651 |