Finance Services
| Institution | Shares | Value | Ownership % | Change | Filing Date |
|---|---|---|---|---|---|
| Wells Fargo & Company | 445.4K | $5.0M | 2.99% | +188.2K | 2026-06-30 |
| Clear Creek Financial Management, LLC | 337.2K | $3.0M | 2.26% | +94.9K | 2026-06-30 |
| Virtu Financial LLC | 253.9K | $2.0M | 1.70% | +204.4K | 2026-06-30 |
| Beam Wealth Advisors, Inc. | 216.7K | $3.0M | 1.45% | -- | 2026-06-30 |
| Betterment LLC | 141.5K | $1.0M | 0.95% | +6.2K | 2026-06-30 |
| Snowden Capital Advisors LLC | 138.2K | $1.0M | 0.93% | +1.7K | 2026-06-30 |
| Focus Partners Wealth | 131.7K | $1.0M | 0.88% | -13.7K | 2026-06-30 |
| Wiser Wealth Management, Inc | 113.0K | $1.0M | 0.76% | +4.6K | 2026-06-30 |
| Ieq Capital, LLC | 81.6K | -- | 0.55% | -22.8K | 2026-06-30 |
| Lido Advisors, LLC | 71.9K | -- | 0.48% | +554 | 2026-06-30 |
