Boston Financial Mangement LLC | 138,829 | 30 Dec 2023 | 2.15% | 223,514 |
Neuberger Berman Group, LLC | 115,846 | 30 Dec 2023 | 1.80% | 186,512 |
Calton & Associates, Inc. | 80,000 | 30 Mar 2024 | 1.24% | 128,800 |
Chicago Capital, LLC | 53,625 | 30 Mar 2024 | 0.83% | 86,336 |
Mercer Global Advisors, Inc./ADV | 51,457 | 30 Dec 2023 | 0.80% | 82,845 |
IEQ Capital, LLC | 37,953 | 30 Mar 2024 | 0.59% | 61,104 |
Commonwealth Equity Services, LLC | 22,066 | 30 Mar 2024 | 0.34% | 35,526 |
Raymond James & Associates, Inc. | 10,000 | 30 Mar 2024 | 0.16% | 16,100 |
Royal Bank of Canada | 1,979 | 30 Dec 2023 | 0.03% | 3,186 |
UBS Group AG | 265 | 30 Dec 2023 | 0.00% | 426 |