How many institutions own AUGZ stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own AUGZ shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling TrueShares Structured Outcome (August) ETF stock?

QUEST 10 WEALTH BUILDERS, INC., in the last quarter, reduced its stake in AUGZ by -100% restricting it's holding to 0 shares of worth nearly -. LIFEWEALTH INVESTMENTS, LLC also lessened -100% of the AUGZ shares from its portfolio, reducing its holding to 0 shares of worth -. DECKER RETIREMENT PLANNING INC. also shunned AUGZ shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying AUGZ stock?

As per its latest 13F filing, TRUEMARK INVESTMENTS, LLC increased its stake in AUGZ by 117.45% in the last quarter. The institutional holder raised its holding to 480.5 thousand shares having worth more than $21.80M. TOUNJIAN ADVISORY PARTNERS, LLC also added 100% more shares of AUGZ to its portfolio, raising its holding to 17 shares of worth $771.00. MOSLEY WEALTH MANAGEMENT also increased its AUGZ shares holding by 100% which brought its holding to 60 shares worth $2.72K.

AUGZ's major insiders: who are they?

The insider with the most stakes in AUGZ is N/A , N/A at the company. Additionally, AUGZ stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell AUGZ stock?

Company executives, directors, and other insiders own N/A percent of TrueShares Structured Outcome (August) ETF's stock. Within the last six months, there have been 0 transaction(s) in which AUGZ insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased AUGZ stock?

There have been 0 transaction(s) during the past 6-months in which TrueShares Structured Outcome (August) ETF insiders have bought stock, totalling 0 shares

How much of AUGZ does insiders own?

Around 0 TrueShares Structured Outcome (August) ETF shares are held by insiders, which represents about N/A of AUGZ stock.

Who is the insider with the largest stake?

AUGZ N/A, N/A holds the largest portfolio of the company's shares. AUGZ shares owned by N/A total nearly -.

Which institution holds the most shares in AUGZ?

TRUEMARK INVESTMENTS, LLC is the largest institutional owner in AUGZ which holds 480.5 thousand shares worth $21.80M or 77.98% of the total AUGZ shares outstanding followed by QUEST 10 WEALTH BUILDERS, INC. with ownership of 0 shares representing 0% of the AUGZ ownership. LIFEWEALTH INVESTMENTS, LLC is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is TrueShares Structured Outcome (August) ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the AUGZ is concerned, it is a stock which is not optionable.

Is there a short position on AUGZ's shares?

Number of AUGZ shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding AUGZ shares are there?

As of today, null shares of AUGZ are outstanding.

Is there many float in AUGZ stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, AUGZ has null shares in float.

AUGZ short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for AUGZ is null.

TrueShares Structured Outcome (August) ETF (AUGZ) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableNo

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. TRUEMARK INVESTMENTS, LLC is the top corporate investor, holding 480.5K shares valued at $21.80M. A 77.98% stake in TrueShares Structured Outcome (August) ETF is owned by the company. QUEST 10 WEALTH BUILDERS, INC. owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	TRUEMARK INVESTMENTS, LLC	77.98%	480.5K	21.8M	259.53K	+117.45%
Jun 30, 2026	QUEST 10 WEALTH BUILDERS, INC.	0%	0	-	-5.2K	-100.00%
Jun 30, 2026	LIFEWEALTH INVESTMENTS, LLC	0%	0	-	-10.7K	-100.00%
Jun 30, 2026	DECKER RETIREMENT PLANNING INC.	0%	0	-	-132	-100.00%
Jun 30, 2026	B.O.S.S. RETIREMENT ADVISORS, LLC	0%	0	-	-22.93K	-100.00%
Jun 30, 2026	KINGDOM FINANCIAL GROUP LLC.	0%	0	-	-4.29K	-100.00%
Jun 30, 2026	CENTENNIAL ADVISORS, LLC	0%	0	-	-8.62K	-100.00%
Jun 30, 2026	FAMILY WEALTH GROUP, LLC	0%	0	-	-13.4K	-100.00%
Jun 30, 2026	FSR WEALTH MANAGEMENT LTD.	0%	0	-	-25.73K	-100.00%
Jun 30, 2026	POM INVESTMENT STRATEGIES, LLC	0%	0	-	-14.32K	-100.00%
Jun 30, 2026	FSA ADVISORS, INC.	0%	0	-	-7.47K	-100.00%
Jun 30, 2026	BALLAST ADVISORS LLC	0%	0	-	-600	-100.00%
Jun 30, 2026	ELEVATED CAPITAL ADVISORS, LLC	0%	0	-	-8	-100.00%
Jun 30, 2026	GREAT LAKES RETIREMENT, INC.	0%	0	-	-11.49K	-100.00%
Jun 30, 2026	OUTLOOK WEALTH ADVISORS, LLC	0%	0	-	-8.18K	-100.00%
Jun 30, 2026	JPMORGAN CHASE & CO	0%	0	-	-2.94K	-100.00%
Jun 30, 2026	UBS GROUP AG	0%	1	45	-311	-99.68%
Jun 30, 2026	TOUNJIAN ADVISORY PARTNERS, LLC	0%	17	771	17	+100.00%
Jun 30, 2026	LLOYD ADVISORY SERVICES, LLC.	0.01%	49	2.23K	-4.24K	-98.86%
Jun 30, 2026	INTEGRATED WEALTH MANAGEMENT	0%	0	-	-13.17K	-100.00%
Jun 30, 2026	KEY CAPITAL MANAGEMENT, INC	0%	0	-	-235	-100.00%
Jun 30, 2026	NETWORTH ADVISORS, LLC	0%	0	-	-5.4K	-100.00%
Jun 30, 2026	SMART WEALTH LLC	0%	0	-	-21K	-100.00%
Jun 30, 2026	HOWARD BAILEY SECURITIES, LLC	0%	0	-	-21.34K	-100.00%
Jun 30, 2026	MOSLEY WEALTH MANAGEMENT	0.01%	60	2.72K	60	+100.00%
Jun 30, 2026	DHJJ FINANCIAL ADVISORS, LTD.	0.05%	280	12.7K	0	0
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.1%	605	27.45K	-450	-42.65%
Jun 30, 2026	COMPASS FINANCIAL MANAGEMENT LLC	0.1%	627	28.85K	627	+100.00%
Jun 30, 2026	IFG ADVISORY, LLC	0.14%	868	39.38K	868	+100.00%
Jun 30, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.18%	1.11K	50.45K	800	+256.41%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.23%	1.4K	63.39K	-477.61K	-99.71%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.27%	1.67K	75.63K	0	0
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.35%	2.15K	97.64K	0	0
Jun 30, 2026	JANE STREET GROUP, LLC	1.01%	6.25K	283.33K	6.25K	+100.00%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	1.1%	6.79K	308.24K	0	0
Jun 30, 2026	FIDUCIARY FINANCIAL ADVISORS	1.23%	7.57K	343.63K	7.57K	+100.00%
Jun 30, 2026	VALTINSON BRUNER FINANCIAL PLANNING LLC	1.76%	10.83K	491.44K	-692	-6.00%
Jun 30, 2026	HRT FINANCIAL LP	1.84%	11.31K	512K	11.31K	+100.00%
Jun 30, 2026	OLD MISSION CAPITAL LLC	3.16%	19.45K	882.53K	8.93K	+84.89%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	3.29%	20.28K	920.24K	990	+5.13%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	4.54%	28K	1.27M	0	0
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	5.24%	32.28K	1.46M	-225	-0.69%
Jun 30, 2026	WEAVER CONSULTING GROUP	17.18%	105.87K	4.8M	0	0
Mar 31, 2026	INTEGRATED WEALTH MANAGEMENT	2.14%	13.17K	535.19K	13.17K	+100.00%
Mar 31, 2026	OLD MISSION CAPITAL LLC	1.71%	10.52K	427.6K	791	+8.13%
Mar 31, 2026	OUTLOOK WEALTH ADVISORS, LLC	1.33%	8.18K	332.58K	8.18K	+100.00%
Mar 31, 2026	QUEST 10 WEALTH BUILDERS, INC.	0.84%	5.2K	211.51K	5.2K	+100.00%
Mar 31, 2026	DHJJ FINANCIAL ADVISORS, LTD.	0.05%	280	11.38K	0	0
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	5.28%	32.51K	1.32M	285	+0.88%
Mar 31, 2026	FSR WEALTH MANAGEMENT LTD.	4.18%	25.73K	1.05M	25.73K	+100.00%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	4.54%	28K	1.14M	0	0
Mar 31, 2026	WEAVER CONSULTING GROUP	17.18%	105.87K	4.3M	-590	-0.55%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	3.13%	19.29K	784.08K	-1.45K	-7.00%
Mar 31, 2026	FSA ADVISORS, INC.	1.21%	7.47K	303.58K	7.47K	+100.00%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	1.1%	6.79K	276.13K	0	0
Mar 31, 2026	BALLAST ADVISORS LLC	0.1%	600	24.39K	600	+100.00%
Mar 31, 2026	VALTINSON BRUNER FINANCIAL PLANNING LLC	1.87%	11.52K	468.37K	0	0
Mar 31, 2026	GREAT LAKES RETIREMENT, INC.	1.86%	11.49K	466.82K	11.49K	+100.00%
Mar 31, 2026	LIFEWEALTH INVESTMENTS, LLC	1.74%	10.7K	434.84K	10.7K	+100.00%
Mar 31, 2026	CENTENNIAL ADVISORS, LLC	1.4%	8.62K	350.18K	8.62K	+100.00%
Mar 31, 2026	NETWORTH ADVISORS, LLC	0.88%	5.4K	219.63K	5.4K	+100.00%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.05%	312	12.68K	312	+100.00%
Mar 31, 2026	UBS GROUP AG	0.05%	312	12.68K	-60	-16.13%
Mar 31, 2026	KEY CAPITAL MANAGEMENT, INC	0.04%	235	9.55K	235	+100.00%
Mar 31, 2026	DECKER RETIREMENT PLANNING INC.	0.02%	132	5.37K	132	+100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	77.74%	479K	19.47M	478.57K	+110,015.63%
Mar 31, 2026	TRUEMARK INVESTMENTS, LLC	35.86%	220.97K	8.98M	14.25K	+6.89%
Mar 31, 2026	JPMORGAN CHASE & CO	0.48%	2.94K	117.11K	-1.44K	-32.91%
Mar 31, 2026	ELEVATED CAPITAL ADVISORS, LLC	0%	8	325	8	+100.00%
Mar 31, 2026	B.O.S.S. RETIREMENT ADVISORS, LLC	3.72%	22.93K	932.11K	22.93K	+100.00%
Mar 31, 2026	HOWARD BAILEY SECURITIES, LLC	3.46%	21.34K	867.36K	21.34K	+100.00%
Mar 31, 2026	SMART WEALTH LLC	3.41%	21K	853.34K	21K	+100.00%
Mar 31, 2026	POM INVESTMENT STRATEGIES, LLC	2.32%	14.32K	581.88K	14.32K	+100.00%
Mar 31, 2026	FAMILY WEALTH GROUP, LLC	2.17%	13.4K	544.54K	13.4K	+100.00%
Mar 31, 2026		0.04%	235	9.55K	235	+100.00%
Mar 31, 2026	LLOYD ADVISORY SERVICES, LLC.	0.7%	4.29K	174.32K	4.29K	+142,866.67%
Mar 31, 2026	KINGDOM FINANCIAL GROUP LLC.	0.7%	4.29K	174.32K	4.29K	+100.00%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.35%	2.15K	87.46K	0	0
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.27%	1.67K	67.75K	0	0
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.17%	1.06K	42.88K	-261	-19.83%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-10.99K	-100.00%
Dec 31, 2025	TRUEMARK INVESTMENTS, LLC	33.55%	206.72K	8.74M	-10.54K	-4.85%
Dec 31, 2025	OLD MISSION CAPITAL LLC	1.58%	9.73K	411.29K	1.81K	+22.88%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	1.1%	6.79K	287.19K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.71%	4.38K	185.23K	0	0
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.35%	2.15K	90.97K	0	0
Dec 31, 2025	UBS GROUP AG	0.06%	372	15.73K	361	+3,281.82%
Dec 31, 2025	WEAVER CONSULTING GROUP	17.28%	106.46K	4.5M	-1.78K	-1.64%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	5.23%	32.22K	1.36M	-9	-0.03%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	4.54%	28K	1.18M	0	0
Dec 31, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	1.87%	11.52K	487.13K	0	0
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.27%	1.67K	70.47K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.21%	1.32K	56.14K	0	0
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.07%	435	18.39K	-59	-11.94%
Dec 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.05%	280	11.84K	0	0
Dec 31, 2025	LLOYD ADVISORY SERVICES, LLC.	0%	3	131	3	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-5.52K	-100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-29K	-100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.87%	10.99K	458.85K	-10.11K	-47.91%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0%	0	-	-15.53K	-100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-10.89K	-100.00%
Sep 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	0	-	-280	-100.00%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	0	-	-2.15K	-100.00%
Sep 30, 2025	TOUNJIAN ADVISORY PARTNERS, LLC	0%	0	-	-17.24K	-100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0%	0	-	-1.19K	-100.00%
Sep 30, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	0%	0	-	-12.02K	-100.00%
Sep 30, 2025	WEAVER CONSULTING GROUP	0%	0	-	-108.53K	-100.00%
Sep 30, 2025	TRUEMARK INVESTMENTS, LLC	0%	0	-	-124.03K	-100.00%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0%	0	-	-29.88K	-100.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0%	0	-	-6.79K	-100.00%
Sep 30, 2025	UBS GROUP AG	0%	0	-	-127	-100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-7.03K	-100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	0	-	-1.32K	-100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-3.52K	-100.00%
Jun 30, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	1.73%	12.02K	486.79K	0	0
Jun 30, 2025	QUEST 10 WEALTH BUILDERS, INC.	0%	0	-	-4.53K	-100.00%
Jun 30, 2025	CAPITAL A WEALTH MANAGEMENT, LLC	0%	0	-	-266	-100.00%
Jun 30, 2025	LORD & RICHARDS WEALTH MANAGEMENT, LLC	0%	0	-	-1.59K	-100.00%
Jun 30, 2025	WEAVER CONSULTING GROUP	15.6%	108.53K	4.39M	-356	-0.33%
Jun 30, 2025	TRUEMARK INVESTMENTS, LLC	17.83%	124.03K	5.02M	87.45K	+239.02%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.57%	10.89K	440.92K	-4.74K	-30.31%
Jun 30, 2025	LLOYD ADVISORY SERVICES, LLC.	0%	0	-	-80.29K	-100.00%
Jun 30, 2025	GREAT LAKES RETIREMENT, INC.	0%	0	-	-10.59K	-100.00%
Jun 30, 2025	OUTLOOK WEALTH ADVISORS, LLC	0%	0	-	-17.37K	-100.00%
Jun 30, 2025	DECKER RETIREMENT PLANNING INC.	0%	0	-	-109	-100.00%
Jun 30, 2025	LIFEWEALTH INVESTMENTS, LLC	0%	0	-	-13.24K	-100.00%
Jun 30, 2025	HOWARD BAILEY SECURITIES, LLC	0%	0	-	-19.49K	-100.00%
Jun 30, 2025	SMART WEALTH LLC	0%	0	-	-19.89K	-100.00%
Jun 30, 2025	WOLVERINE TRADING, LLC	0%	0	-	-6.99K	-100.00%
Jun 30, 2025	RICHARD W. PAUL & ASSOCIATES, LLC	0%	0	-	-44	-100.00%
Jun 30, 2025	PINERIDGE ADVISORS LLC	0%	0	-	-222	-100.00%
Jun 30, 2025		0%	0	-	-573	-100.00%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	4.3%	29.88K	1.21M	-260	-0.86%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	4.17%	29K	1.17M	0	0
Jun 30, 2025	OLD MISSION CAPITAL LLC	2.23%	15.53K	628.9K	2.89K	+22.83%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.31%	2.15K	87.12K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.19%	1.32K	53.28K	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.17%	1.19K	48.22K	-565.45K	-99.79%
Jun 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.04%	280	11.34K	0	0
Jun 30, 2025	UBS GROUP AG	0.02%	127	5.14K	127	+100.00%
Jun 30, 2025	CSENGE ADVISORY GROUP	0%	0	-	-6.67K	-100.00%
Jun 30, 2025	FSA ADVISORS, INC.	0%	0	-	-6.56K	-100.00%
Jun 30, 2025	FSR WEALTH MANAGEMENT LTD.	0%	0	-	-35.96K	-100.00%
Jun 30, 2025	B.O.S.S. RETIREMENT ADVISORS, LLC	0%	0	-	-45.15K	-100.00%
Jun 30, 2025	TRANSCE3ND, LLC	0%	0	-	-851	-100.00%
Jun 30, 2025	PARK SQUARE FINANCIAL GROUP, LLC	0%	0	-	-573	-100.00%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.98%	6.79K	275.06K	6.79K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	3.03%	21.11K	854.51K	5.49K	+35.19%
Jun 30, 2025	JPMORGAN CHASE & CO	0.51%	3.52K	142.51K	3.52K	+100.00%
Jun 30, 2025	FAMILY WEALTH GROUP, LLC	0%	0	-	-10.46K	-100.00%
Jun 30, 2025	TOUNJIAN ADVISORY PARTNERS, LLC	2.48%	17.24K	643.83K	-618	-3.46%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.01%	7.03K	284.65K	7.03K	+100.00%
Mar 31, 2025	LLOYD ADVISORY SERVICES, LLC.	5.28%	80.29K	3M	80.29K	+100.00%
Mar 31, 2025	PINERIDGE ADVISORS LLC	0.01%	222	8.29K	222	+100.00%
Mar 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.02%	280	10.46K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.91%	29K	1.08M	0	0
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.14%	2.15K	80.36K	0	0
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.83%	12.65K	472.3K	3.36K	+36.14%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.09%	1.32K	49.15K	-394	-23.04%
Mar 31, 2025	WEAVER CONSULTING GROUP	7.16%	108.88K	4.07M	-1.06K	-0.96%
Mar 31, 2025	GREAT LAKES RETIREMENT, INC.	0.7%	10.59K	395.63K	10.59K	+100.00%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-5.28K	-100.00%
Mar 31, 2025	FSA ADVISORS, INC.	0.43%	6.56K	244.87K	6.56K	+100.00%
Mar 31, 2025	CSENGE ADVISORY GROUP	0.44%	6.67K	239.26K	6.67K	+100.00%
Mar 31, 2025	OUTLOOK WEALTH ADVISORS, LLC	1.14%	17.37K	648.83K	17.37K	+100.00%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	37.29%	566.64K	21.16M	566.64K	+100.00%
Mar 31, 2025		0.01%	109	4.07K	109	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.03%	15.63K	583.59K	7.77K	+98.97%
Mar 31, 2025	VALTINSON BRUNER FINANCIAL PLANNING LLC	0.79%	12.02K	449.04K	-200	-1.64%
Mar 31, 2025	FAMILY WEALTH GROUP, LLC	0.69%	10.46K	390.52K	10.46K	+100.00%
Mar 31, 2025	WOLVERINE TRADING, LLC	0.46%	6.99K	261.84K	-6.39K	-47.76%
Mar 31, 2025	UBS GROUP AG	0%	0	-	-1.51K	-100.00%
Mar 31, 2025	RICHARD W. PAUL & ASSOCIATES, LLC	0%	44	1.64K	44	+100.00%
Mar 31, 2025	B.O.S.S. RETIREMENT ADVISORS, LLC	2.97%	45.15K	1.69M	45.15K	+100.00%
Mar 31, 2025	CASTLEVIEW PARTNERS, LLC	0%	0	-	-1.41K	-100.00%
Mar 31, 2025	TRUEMARK INVESTMENTS, LLC	2.41%	36.59K	1.37M	36.59K	+100.00%
Mar 31, 2025	FSR WEALTH MANAGEMENT LTD.	2.37%	35.96K	1.34M	35.96K	+100.00%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	1.98%	30.14K	1.13M	-2.67K	-8.15%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.03%	15.61K	583.09K	-1.51K	-8.82%

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