How many institutions own BSMW 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 BSMW shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Invesco BulletShares 2032 Municipal Bond ETF stock?

EQUITABLE HOLDINGS, INC., in the last quarter, reduced its stake in BSMW by -4.48% restricting it's holding to 41.9 thousand shares of worth nearly $1.05M. WELLS FARGO & COMPANY/MN also lessened -1.53% of the BSMW shares from its portfolio, reducing its holding to 233.49 thousand shares of worth $5.87M. ADDISON ADVISORS LLC also shunned BSMW shares holding by -45.8% last quarter which brought its holding to 12.09 thousand shares worth $303.82K.

Investors who are buying BSMW stock?

As per its latest 13F filing, IFG ADVISORY, LLC increased its stake in BSMW by 100% in the last quarter. The institutional holder raised its holding to 24.87 thousand shares having worth more than $625.09K. COMMONWEALTH EQUITY SERVICES, LLC also added 0.31% more shares of BSMW to its portfolio, raising its holding to 24.91 thousand shares of worth $626.11K. HUNTINGTON NATIONAL BANK also increased its BSMW shares holding by 15.74% which brought its holding to 24.94 thousand shares worth $626.89K.

BSMW's major insiders: who are they?

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

Did an insider recently sell BSMW stock?

Company executives, directors, and other insiders own N/A percent of Invesco BulletShares 2032 Municipal Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which BSMW insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BSMW stock?

There have been 0 transaction(s) during the past 6-months in which Invesco BulletShares 2032 Municipal Bond ETF insiders have bought stock, totalling 0 shares

How much of BSMW does insiders own?

Around 0 Invesco BulletShares 2032 Municipal Bond ETF shares are held by insiders, which represents about N/A of BSMW stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BSMW?

IFG ADVISORY, LLC is the largest institutional owner in BSMW which holds 24.87 thousand shares worth $625.09K or 0.38% of the total BSMW shares outstanding followed by COMMONWEALTH EQUITY SERVICES, LLC with ownership of 24.91 thousand shares representing 0.38% of the BSMW ownership. HUNTINGTON NATIONAL BANK is the third largest stakeholder with 24.94 thousand shares or 0.38% of the ownership worth more than $626.89K.

Is Invesco BulletShares 2032 Municipal Bond 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 BSMW is concerned, it is a stock which is not optionable.

Is there a short position on BSMW's shares?

Number of BSMW 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 BSMW shares are there?

As of today, null shares of BSMW are outstanding.

Is there many float in BSMW 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, BSMW has null shares in float.

BSMW 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 BSMW is null.

Invesco BulletShares 2032 Municipal Bond ETF (BSMW) 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.

ShortableYes

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. IFG ADVISORY, LLC is the top corporate investor, holding 24.87K shares valued at $625.09K. A 0.38% stake in Invesco BulletShares 2032 Municipal Bond ETF is owned by the company. COMMONWEALTH EQUITY SERVICES, LLC owns 24.91K shares valued at $626.11K, which translates its holding of 0.38% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	IFG ADVISORY, LLC	0.38%	24.87K	625.09K	24.87K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.38%	24.91K	626.11K	78	+0.31%
Jun 30, 2026	HUNTINGTON NATIONAL BANK	0.38%	24.94K	626.89K	3.39K	+15.74%
Jun 30, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.38%	24.95K	627.12K	0	0
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.64%	41.9K	1.05M	-1.97K	-4.48%
Jun 30, 2026	HILLS BANK & TRUST CO	2.2%	143.6K	3.61M	28.02K	+24.24%
Jun 30, 2026	UBS GROUP AG	2.35%	153.35K	3.86M	14.64K	+10.55%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.41%	157.37K	3.96M	11.43K	+7.83%
Jun 30, 2026	INVESCO LTD.	2.65%	172.87K	4.35M	3.43K	+2.02%
Jun 30, 2026	PRECEDENT WEALTH PARTNERS, LLC	2.65%	173.16K	4.35M	11.81K	+7.32%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.5%	228.41K	5.74M	29.74K	+14.97%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	3.57%	233.49K	5.87M	-3.64K	-1.53%
Jun 30, 2026	ADDISON ADVISORS LLC	0.19%	12.09K	303.82K	-10.21K	-45.80%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.25%	16.44K	413.3K	16.44K	+100.00%
Jun 30, 2026	ROYAL BANK OF CANADA	0.26%	16.89K	425K	2.51K	+17.42%
Jun 30, 2026	KEY FINANCIAL INC	0.84%	54.69K	1.37M	5.28K	+10.69%
Jun 30, 2026	ATLAS CAPITAL ADVISORS LLC	0.06%	4K	100.56K	4K	+100.00%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.04%	2.92K	73.32K	2.23K	+325.84%
Jun 30, 2026	FIFTH THIRD BANCORP	0.04%	2.89K	72.53K	0	0
Jun 30, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	0.03%	2.15K	54.05K	-3.9K	-64.45%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.03%	2.04K	51.36K	2.04K	+100.00%
Jun 30, 2026	PLANTE MORAN FINANCIAL ADVISORS, LLC	0.03%	2.01K	50.51K	2.01K	+100.00%
Jun 30, 2026	MORGAN STANLEY	7.91%	516.89K	12.99M	52.62K	+11.33%
Jun 30, 2026	LPL FINANCIAL LLC	7.02%	458.97K	11.54M	37.05K	+8.78%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.23%	80.26K	2.02M	14.75K	+22.51%
Jun 30, 2026	CLARK ASSET MANAGEMENT, LLC	1.36%	88.78K	2.23M	19.47K	+28.10%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.48%	96.85K	2.43M	-9.34K	-8.79%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	1.65%	107.76K	2.71M	17.56K	+19.47%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	1.67%	109.13K	2.74M	718	+0.66%
Jun 30, 2026	LEGACY PRIVATE TRUST CO.	1.77%	115.66K	2.91M	45.89K	+65.77%
Jun 30, 2026	ATLANTIC UNION BANKSHARES CORP	4.2%	274.12K	6.89M	48.05K	+21.26%
Jun 30, 2026	ENVISION FINANCIAL PLANNING, LLC	1.84%	120.05K	3.02M	7.17K	+6.35%
Jun 30, 2026	MONECO ADVISORS, LLC	1.84%	120.15K	3.02M	5.86K	+5.13%
Jun 30, 2026	BILL FEW ASSOCIATES, INC.	0.19%	12.16K	305.63K	0	0
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.19%	12.73K	320.04K	12.73K	+100.00%
Jun 30, 2026	INVARIANT INVESTMENT MANAGEMENT	0.25%	16.32K	410.52K	129	+0.80%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.26%	17.31K	435.17K	1.3K	+8.09%
Jun 30, 2026	VESTGEN ADVISORS, LLC	0.44%	28.67K	720.69K	-11.2K	-28.10%
Jun 30, 2026	MARIETTA WEALTH MANAGEMENT, LLC	0.44%	28.6K	719K	0	0
Jun 30, 2026	JANE STREET GROUP, LLC	0.3%	19.3K	485.2K	-387	-1.97%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.18%	12.04K	302.59K	0	0
Jun 30, 2026	CREWS BANK & TRUST	0.17%	11.04K	277.55K	3.19K	+40.64%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0.14%	9.18K	230.66K	9.18K	+100.00%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.14%	9K	226.26K	0	0
Jun 30, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.75%	48.77K	1.22M	3.49K	+7.71%
Jun 30, 2026		0.25%	16.32K	410.52K	129	+0.80%
Jun 30, 2026	OPULEN FINANCIAL GROUP LLC	0.14%	8.99K	226.05K	72	+0.81%
Jun 30, 2026	COOKSON PEIRCE & CO INC	0.13%	8.72K	219.22K	512	+6.24%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.07%	4.53K	113.81K	-522	-10.34%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.75%	48.86K	1.23M	-9.19K	-15.83%
Jun 30, 2026	LEAVELL INVESTMENT MANAGEMENT, INC.	0.17%	11.37K	285.72K	2K	+21.36%
Jun 30, 2026	SAX WEALTH ADVISORS, LLC	0.4%	25.94K	644.66K	25.94K	+100.00%
Jun 30, 2026	WEDMONT PRIVATE CAPITAL	0.43%	27.95K	701.06K	27.95K	+100.00%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.46%	30.15K	757.9K	3.5K	+13.13%
Jun 30, 2026	JACOBI CAPITAL MANAGEMENT LLC	0.6%	39.19K	985.13K	22.3K	+132.06%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.74%	48.59K	1.22M	6.86K	+16.44%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.77%	50.53K	1.27M	19.31K	+61.84%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.97%	63.39K	1.59M	14.64K	+30.04%
Jun 30, 2026	ASSET DEDICATION, LLC	0.32%	20.74K	521.41K	2.58K	+14.20%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.38%	24.69K	620.71K	24.69K	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.92%	125.68K	3.16M	8.51K	+7.26%
Jun 30, 2026	J.W. COLE ADVISORS, INC.	0.31%	20.24K	508.79K	20.24K	+100.00%
Jun 30, 2026	CONFLUENCE INVESTMENT MANAGEMENT LLC	3.02%	197.25K	4.96M	-15.41K	-7.25%
Jun 30, 2026	LIDO ADVISORS, LLC	4.28%	279.33K	7.02M	171.73K	+159.60%
Jun 30, 2026	STRATOS WEALTH ADVISORS, LLC	4.31%	281.55K	7.08M	42.9K	+17.98%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1%	65.51K	1.63M	7.94K	+13.79%
Mar 31, 2026	KEY FINANCIAL INC	0.76%	49.4K	1.23M	10.7K	+27.63%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.75%	48.74K	1.21M	17.56K	+56.29%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.69%	45.28K	1.12M	13.76K	+43.66%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.18%	12.04K	299.14K	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.04%	198.67K	4.94M	62.74K	+46.16%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.67%	43.87K	1.1M	2.47K	+5.96%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.15%	10.03K	249.21K	797	+8.63%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.14%	9K	223.68K	0	0
Mar 31, 2026	VESTGEN ADVISORS, LLC	0.61%	39.87K	996.41K	-2.13K	-5.08%
Mar 31, 2026	LEGACY PRIVATE TRUST CO.	1.07%	69.77K	1.73M	43.74K	+167.99%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	1.38%	90.2K	2.24M	21.83K	+31.93%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.66%	108.41K	2.69M	10.37K	+10.58%
Mar 31, 2026	HILLS BANK & TRUST CO	1.77%	115.58K	2.87M	5.61K	+5.10%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.79%	117.18K	2.91M	52.74K	+81.85%
Mar 31, 2026	UBS GROUP AG	2.12%	138.71K	3.45M	106.24K	+327.16%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.23%	145.94K	3.63M	7.74K	+5.60%
Mar 31, 2026	PRECEDENT WEALTH PARTNERS, LLC	2.47%	161.36K	4.01M	11.64K	+7.77%
Mar 31, 2026	INVESCO LTD.	2.59%	169.44K	4.21M	-2.64K	-1.54%
Mar 31, 2026	CONFLUENCE INVESTMENT MANAGEMENT LLC	3.25%	212.67K	5.29M	103.65K	+95.08%
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	3.46%	226.07K	5.62M	21.84K	+10.70%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	3.63%	237.13K	5.89M	-3.93K	-1.63%
Mar 31, 2026	COOKSON PEIRCE & CO INC	0.13%	8.21K	204K	-162	-1.94%
Mar 31, 2026	STRATOS WEALTH ADVISORS, LLC	3.65%	238.65K	5.93M	74.27K	+45.18%
Mar 31, 2026	MORGAN STANLEY	7.11%	464.27K	11.54M	25.96K	+5.92%
Mar 31, 2026	BILL FEW ASSOCIATES, INC.	0.19%	12.16K	302.15K	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	0.22%	14.39K	358K	1.9K	+15.25%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.25%	16.01K	398.01K	-766	-4.57%
Mar 31, 2026		0.15%	9.72K	241.46K	0	0
Mar 31, 2026	JACOBI CAPITAL MANAGEMENT LLC	0.26%	16.89K	419.67K	0	0
Mar 31, 2026	SUMMIT TRAIL ADVISORS, LLC	0.28%	18.57K	461.61K	-13.37K	-41.86%
Mar 31, 2026	JANE STREET GROUP, LLC	0.3%	19.69K	489.3K	-65.76K	-76.96%
Mar 31, 2026	HUNTINGTON NATIONAL BANK	0.33%	21.54K	535.45K	1.2K	+5.90%
Mar 31, 2026	ADDISON ADVISORS LLC	0.34%	22.3K	554.22K	304	+1.38%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.38%	24.83K	617.03K	-10.42K	-29.57%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.38%	24.95K	619.98K	-6.1K	-19.64%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.41%	26.65K	662.3K	1.54K	+6.13%
Mar 31, 2026	MARIETTA WEALTH MANAGEMENT, LLC	0.44%	28.6K	710.82K	300	+1.06%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.48%	31.22K	773.09K	4.5K	+16.86%
Mar 31, 2026	OPULEN FINANCIAL GROUP LLC	0.14%	8.92K	221.7K	70	+0.79%
Mar 31, 2026	LEAVELL INVESTMENT MANAGEMENT, INC.	0.14%	9.37K	232.76K	9.37K	+100.00%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.61%	40.01K	994K	0	0
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.64%	41.73K	1.04M	-6.46K	-13.40%
Mar 31, 2026	IFG ADVISORY, LLC	0%	0	-	-15.12K	-100.00%
Mar 31, 2026	J.W. COLE ADVISORS, INC.	0%	0	-	-26.21K	-100.00%
Mar 31, 2026	STONEX GROUP INC.	0%	0	-	-13.12K	-100.00%
Mar 31, 2026	ROOT FINANCIAL PARTNERS, LLC	0%	132	3.28K	132	+100.00%
Mar 31, 2026	IFP ADVISORS, INC	0%	224	5.57K	224	+100.00%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	685	17.02K	380	+124.59%
Mar 31, 2026	GILL CAPITAL PARTNERS, LLC	0.01%	940	23.36K	940	+100.00%
Mar 31, 2026	CAPITAL ANALYSTS, LLC	0.03%	1.81K	45K	3	+0.17%
Mar 31, 2026	FIFTH THIRD BANCORP	0.04%	2.89K	71.7K	2.89K	+100.00%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.08%	5.05K	125.49K	40	+0.80%
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0.09%	5.65K	140.42K	5.65K	+100.00%
Mar 31, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	0.09%	6.05K	150.29K	0	0
Mar 31, 2026	CREWS BANK & TRUST	0.12%	7.85K	195.1K	0	0
Mar 31, 2026	LPL FINANCIAL LLC	6.46%	421.92K	10.49M	-15.08K	-3.45%
Mar 31, 2026	ASSET DEDICATION, LLC	0.28%	18.16K	451.37K	-21.29K	-53.97%
Mar 31, 2026	MONECO ADVISORS, LLC	1.75%	114.29K	2.84M	20.24K	+21.52%
Mar 31, 2026	ENVISION FINANCIAL PLANNING, LLC	1.73%	112.88K	2.81M	5.1K	+4.73%
Mar 31, 2026	LIDO ADVISORS, LLC	1.65%	107.6K	2.67M	7.9K	+7.92%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	1.63%	106.18K	2.64M	51.56K	+94.38%
Mar 31, 2026	CLARK ASSET MANAGEMENT, LLC	1.06%	69.31K	1.72M	22.12K	+46.86%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.89%	58.05K	1.44M	15.38K	+36.05%
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	2.81%	164.38K	4.13M	27.21K	+19.84%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.11%	68.37K	1.72M	-1.97K	-2.80%
Dec 31, 2025	VESTGEN ADVISORS, LLC	0.68%	42K	1.05M	12.34K	+41.62%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.67%	41.4K	1.04M	-655	-1.56%
Dec 31, 2025	ELEQUIN SECURITIES, LLC	0.57%	34.89K	875.96K	-37.02K	-51.49%
Dec 31, 2025	SUMMIT TRAIL ADVISORS, LLC	0.52%	31.94K	802.11K	31.94K	+100.00%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.51%	31.52K	791.33K	22.06K	+233.46%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.51%	31.19K	783.08K	5.22K	+20.08%
Dec 31, 2025	MARIETTA WEALTH MANAGEMENT, LLC	0.48%	28.3K	710.61K	28.3K	+100.00%
Dec 31, 2025	LEGACY PRIVATE TRUST CO.	0.44%	26.04K	653.74K	26.04K	+100.00%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.43%	26.72K	670.86K	4.26K	+18.95%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.43%	26.21K	658.13K	62	+0.24%
Dec 31, 2025	CERITY PARTNERS LLC	0.33%	20.29K	509.56K	0	0
Dec 31, 2025		0.26%	16.06K	406.1K	16.06K	+100.00%
Dec 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.27%	16.89K	424K	2.9K	+20.74%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.27%	16.78K	421.35K	66	+0.39%
Dec 31, 2025	IFG ADVISORY, LLC	0.25%	15.12K	379.69K	5.57K	+58.34%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.41%	25.11K	630.47K	-24.06K	-48.93%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.93%	57.57K	1.45M	27.3K	+90.19%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.93%	54.63K	1.37M	21.62K	+65.51%
Dec 31, 2025	CLARK ASSET MANAGEMENT, LLC	0.81%	47.19K	1.18M	1.68K	+3.68%
Dec 31, 2025	ADDISON ADVISORS LLC	0.36%	22K	552.3K	-1.6K	-6.78%
Dec 31, 2025	KOSS-OLINGER CONSULTING, LLC	0.35%	21.85K	549K	0	0
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.78%	48.19K	1.21M	36.82K	+323.77%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.69%	42.67K	1.07M	5.91K	+16.07%
Dec 31, 2025	ASSET DEDICATION, LLC	0.67%	39.46K	990.72K	3.15K	+8.66%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.65%	40.01K	1.01M	-39.72K	-49.82%
Dec 31, 2025	KEY FINANCIAL INC	0.63%	38.71K	971.96K	3.6K	+10.25%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.57%	35.25K	885.13K	3.06K	+9.51%
Dec 31, 2025	ROYAL BANK OF CANADA	0.2%	12.48K	313K	991	+8.62%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.2%	12.04K	302.22K	398	+3.42%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.15%	9.23K	231.77K	-7.14K	-43.62%
Dec 31, 2025	OPULEN FINANCIAL GROUP LLC	0.14%	8.85K	222.23K	68	+0.77%
Dec 31, 2025	COOKSON PEIRCE & CO INC	0.14%	8.37K	210.17K	8.37K	+100.00%
Dec 31, 2025	CREWS BANK & TRUST	0.13%	7.85K	197.11K	0	0
Dec 31, 2025	INVESCO LTD.	2.8%	172.08K	4.32M	96.82K	+128.65%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.24%	138.21K	3.47M	25.27K	+22.38%
Dec 31, 2025	BILL FEW ASSOCIATES, INC.	0.21%	12.16K	305.26K	0	0
Dec 31, 2025	STONEX GROUP INC.	0.21%	13.12K	329.51K	-5.77K	-30.53%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0.33%	20.34K	510.84K	3.4K	+20.07%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.05%	64.43K	1.62M	32.95K	+104.64%
Dec 31, 2025	JANE STREET GROUP, LLC	1.46%	85.45K	2.15M	60.59K	+243.77%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.59%	98.04K	2.46M	14.57K	+17.45%
Dec 31, 2025	LIDO ADVISORS, LLC	1.62%	99.7K	2.5M	42.3K	+73.69%
Dec 31, 2025	ENVISION FINANCIAL PLANNING, LLC	1.75%	107.79K	2.71M	779	+0.73%
Dec 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	1.86%	109.01K	2.74M	56.83K	+108.89%
Dec 31, 2025	HILLS BANK & TRUST CO	1.88%	109.97K	2.76M	77.16K	+235.11%
Dec 31, 2025	MORGAN STANLEY	7.12%	438.31K	11.01M	121.27K	+38.25%
Dec 31, 2025	MONECO ADVISORS, LLC	1.61%	94.05K	2.36M	70.76K	+303.83%
Dec 31, 2025	UBS GROUP AG	0.53%	32.47K	815.4K	12.68K	+64.05%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.53%	31.04K	779.41K	31.04K	+100.00%
Dec 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.1%	6.05K	151.84K	20	+0.33%
Dec 31, 2025	ORG PARTNERS LLC	0.1%	5.65K	141.87K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.09%	5.36K	134.49K	0	0
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0.08%	5.09K	127.71K	0	0
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.08%	5.01K	125.78K	38	+0.76%
Dec 31, 2025	COMERICA BANK	0.05%	2.89K	72.44K	-857	-22.90%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.03%	1.81K	45K	4	+0.22%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	305	7.65K	3	+0.99%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.21%	135.93K	3.41M	11.93K	+9.62%
Dec 31, 2025	LPL FINANCIAL LLC	7.09%	437K	10.97M	-5.05K	-1.14%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.92%	241.06K	6.05M	20.07K	+9.08%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	3.49%	204.22K	5.13M	-91.44K	-30.93%
Dec 31, 2025	PRECEDENT WEALTH PARTNERS, LLC	2.56%	149.72K	3.76M	13.12K	+9.61%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.32%	112.93K	2.82M	11.94K	+11.83%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.86%	42.06K	1.05M	1.89K	+4.71%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.76%	36.76K	918.16K	2.28K	+6.60%
Sep 30, 2025	FLOW TRADERS U.S. LLC	1.64%	79.72K	1.99M	79.72K	+100.00%
Sep 30, 2025	STONEX GROUP INC.	0.39%	18.89K	471.81K	-1.53K	-7.47%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.34%	16.37K	408.84K	5.24K	+47.11%
Sep 30, 2025	CREWS BANK & TRUST	0.16%	7.85K	196.05K	0	0
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0.35%	16.94K	423.18K	4.06K	+31.51%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	6.08%	295.67K	7.38M	19.51K	+7.06%
Sep 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.29%	13.99K	349.29K	2.4K	+20.71%
Sep 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.12%	6.03K	150.52K	792	+15.13%
Sep 30, 2025	ORG PARTNERS LLC	0.12%	5.65K	141.11K	5.65K	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.11%	5.36K	133.77K	5.36K	+100.00%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.1%	4.97K	124.15K	42	+0.85%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.06%	2.85K	71.1K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	302	7.55K	2	+0.67%
Sep 30, 2025	FMR LLC	0%	53	1.32K	-1	-1.85%
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0%	0	-	-266	-100.00%
Sep 30, 2025	MB, LEVIS & ASSOCIATES, LLC	0%	0	-	-60.47K	-100.00%
Sep 30, 2025	MORGAN STANLEY	6.52%	317.04K	7.92M	12.75K	+4.19%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	4.54%	220.99K	5.52M	5.41K	+2.51%
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	2.82%	137.17K	3.43M	40.96K	+42.56%
Sep 30, 2025	ELEQUIN SECURITIES, LLC	1.48%	71.91K	1.8M	71.91K	+100.00%
Sep 30, 2025	ASSET DEDICATION, LLC	0.75%	36.31K	906.82K	3.97K	+12.27%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.68%	33.01K	824.34K	6.95K	+26.66%
Sep 30, 2025	HILLS BANK & TRUST CO	0.67%	32.82K	819.61K	32.82K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.66%	32.19K	804K	8.11K	+33.68%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.65%	31.49K	786.39K	-2.23K	-6.62%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.62%	30.27K	755.97K	11.81K	+64.02%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.53%	25.97K	635.48K	-149	-0.57%
Sep 30, 2025	JANE STREET GROUP, LLC	0.51%	24.86K	620.78K	-128.44K	-83.79%
Sep 30, 2025	ADDISON ADVISORS LLC	0.49%	23.6K	589.29K	-1.59K	-6.29%
Sep 30, 2025	MONECO ADVISORS, LLC	0.48%	23.29K	581.66K	7.65K	+48.89%
Sep 30, 2025	KOSS-OLINGER CONSULTING, LLC	0.45%	21.85K	535K	0	0
Sep 30, 2025	CERITY PARTNERS LLC	0.42%	20.29K	506.82K	20.29K	+100.00%
Sep 30, 2025		0.2%	9.72K	242.63K	9.72K	+100.00%
Sep 30, 2025	IFG ADVISORY, LLC	0.2%	9.55K	238.51K	9.55K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.55%	124K	3.1M	-13.31K	-9.69%
Sep 30, 2025	INVESCO LTD.	1.55%	75.26K	1.88M	2.65K	+3.65%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.45%	70.33K	1.76M	2.92K	+4.33%
Sep 30, 2025	VESTGEN ADVISORS, LLC	0.61%	29.66K	740.69K	-1.89K	-6.00%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.34%	16.71K	417.43K	6.87K	+69.70%
Sep 30, 2025	BILL FEW ASSOCIATES, INC.	0.25%	12.16K	303.62K	-2.06K	-14.51%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.24%	11.64K	290.66K	11.64K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.24%	11.49K	287K	2.56K	+28.69%
Sep 30, 2025	LPL FINANCIAL LLC	9.09%	442.06K	11.04M	44.51K	+11.20%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.23%	11.37K	283.99K	-74	-0.65%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.54%	26.15K	653.04K	-2.05K	-7.26%
Sep 30, 2025	UBS GROUP AG	0.41%	19.8K	494.38K	9.01K	+83.46%
Sep 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.19%	9.45K	236.03K	9.45K	+100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.46%	22.46K	559.28K	9.21K	+69.50%
Sep 30, 2025	PRECEDENT WEALTH PARTNERS, LLC	2.81%	136.59K	3.41M	19.46K	+16.61%
Sep 30, 2025	ENVISION FINANCIAL PLANNING, LLC	2.2%	107.01K	2.67M	51.81K	+93.85%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.72%	83.47K	2.08M	11.66K	+16.23%
Sep 30, 2025	LIDO ADVISORS, LLC	1.18%	57.4K	1.43M	32.7K	+132.39%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	1.07%	52.19K	1.3M	-72.17K	-58.03%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.01%	49.17K	1.23M	17.03K	+53.01%
Sep 30, 2025	CLARK ASSET MANAGEMENT, LLC	0.94%	45.52K	1.14M	15.18K	+50.05%
Sep 30, 2025	KEY FINANCIAL INC	0.72%	35.11K	876.3K	500	+1.44%
Sep 30, 2025	STERLING FINANCIAL GROUP, INC.	0.7%	33.86K	845.73K	-20.72K	-37.96%
Sep 30, 2025	OPULEN FINANCIAL GROUP LLC	0.18%	8.78K	219.32K	74	+0.85%
Jun 30, 2025	STONEX GROUP INC.	0.45%	20.42K	499.81K	-5.26K	-20.48%
Jun 30, 2025	INVESCO LTD.	1.59%	72.61K	1.78M	-2.08K	-2.78%
Jun 30, 2025	JANE STREET GROUP, LLC	3.36%	153.29K	3.75M	82.13K	+115.43%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.62%	28.2K	690.25K	67	+0.24%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.06%	2.85K	69.7K	-1.11K	-28.09%
Jun 30, 2025	COMERICA BANK	0.08%	3.78K	92.58K	0	0
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.11%	4.93K	120.66K	42	+0.86%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.11%	5.09K	124.51K	0	0
Jun 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.11%	5.24K	128.15K	1.01K	+23.88%
Jun 30, 2025		0.17%	7.85K	192.17K	0	0
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.22%	9.85K	241.1K	-4.09K	-29.36%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.24%	11.13K	272.41K	-2.01K	-15.32%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.25%	11.45K	280K	3.05K	+36.33%
Jun 30, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.25%	11.59K	283.62K	2.48K	+27.28%
Jun 30, 2025	BILL FEW ASSOCIATES, INC.	0.31%	14.22K	348.11K	2.4K	+20.25%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.57%	26.12K	639.39K	4.91K	+23.14%
Jun 30, 2025	KOSS-OLINGER CONSULTING, LLC	0.48%	21.85K	534.99K	21.85K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.53%	24.08K	589K	1.16K	+5.07%
Jun 30, 2025	LIDO ADVISORS, LLC	0.54%	24.7K	604.66K	16K	+183.91%
Jun 30, 2025	CREWS BANK & TRUST	0.17%	7.85K	192.17K	0	0
Jun 30, 2025	OPULEN FINANCIAL GROUP LLC	0.19%	8.71K	213.18K	75	+0.87%
Jun 30, 2025	CLARK ASSET MANAGEMENT, LLC	0.67%	30.33K	742.56K	-3.33K	-9.89%
Jun 30, 2025	VESTGEN ADVISORS, LLC	0.69%	31.55K	770.73K	3.51K	+12.53%
Jun 30, 2025	MB, LEVIS & ASSOCIATES, LLC	1.33%	60.47K	1.48M	8.86K	+17.15%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.71%	32.13K	786.6K	65	+0.20%
Jun 30, 2025	ASSET DEDICATION, LLC	0.71%	32.34K	791.73K	24.71K	+323.60%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.74%	33.72K	825.41K	-16.66K	-33.07%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.76%	34.49K	844.26K	15.67K	+83.25%
Jun 30, 2025	KEY FINANCIAL INC	0.76%	34.61K	847.2K	0	0
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.88%	40.17K	983.26K	5.38K	+15.48%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.48%	67.41K	1.65M	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.58%	71.82K	1.76M	-3.63K	-4.80%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	2.11%	96.22K	2.36M	63.21K	+191.45%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.22%	100.99K	2.47M	18.75K	+22.80%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.01%	137.31K	3.36M	14.57K	+11.87%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	4.73%	215.57K	5.28M	-43.65K	-16.84%
Jun 30, 2025	LPL FINANCIAL LLC	8.73%	397.55K	9.73M	-17.07K	-4.12%
Jun 30, 2025	GLOBAL FINANCIAL PRIVATE CLIENT, LLC	0%	0	-	-3.62K	-100.00%
Jun 30, 2025	HOBBS GROUP ADVISORS, LLC	0%	0	-	-12.2K	-100.00%
Jun 30, 2025	CGN ADVISORS LLC	0%	0	-	-32.46K	-100.00%
Jun 30, 2025	IFP ADVISORS, INC	0%	0	-	-21.89K	-100.00%
Jun 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0%	0	-	-19.29K	-100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.41%	18.46K	451.78K	1.62K	+9.59%
Jun 30, 2025	FMR LLC	0%	54	1.31M	-7.71K	-99.30%
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.01%	266	6.51K	0	0
Jun 30, 2025	STERLING FINANCIAL GROUP, INC.	1.2%	54.58K	1.34M	-450	-0.82%
Jun 30, 2025	ENVISION FINANCIAL PLANNING, LLC	1.21%	55.2K	1.35M	-114.89K	-67.55%
Jun 30, 2025	PRECEDENT WEALTH PARTNERS, LLC	2.57%	117.14K	2.87M	13.55K	+13.08%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	2.73%	124.35K	3.04M	-2.44K	-1.93%
Jun 30, 2025	ATLANTIC UNION BANKSHARES CORP	6.06%	276.16K	6.76M	29.84K	+12.12%
Jun 30, 2025	MORGAN STANLEY	6.68%	304.28K	7.45M	-10.99K	-3.48%
Jun 30, 2025	ADDISON ADVISORS LLC	0.55%	25.18K	616.41K	3.25K	+14.79%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.57%	26.06K	637.9K	-1.7K	-6.11%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.04%	1.8K	44K	4	+0.22%
Jun 30, 2025	ROYAL BANK OF CANADA	0.2%	8.93K	219K	5.6K	+168.12%
Jun 30, 2025	UBS GROUP AG	0.24%	10.79K	264.14K	4.17K	+62.87%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0.28%	12.88K	315.4K	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.29%	13.25K	323.19K	9.48K	+251.58%
Jun 30, 2025	MONECO ADVISORS, LLC	0.34%	15.64K	382.92K	15.64K	+100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	6.18%	259.22K	6.38M	-50.96K	-16.43%
Mar 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.1%	4.23K	103.96K	41	+0.98%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.12%	4.89K	120.21K	870	+21.66%
Mar 31, 2025	FMR LLC	0.19%	7.77K	191.06K	7.68K	+9,257.83%
Mar 31, 2025		0.19%	7.85K	193.11K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.55%	22.92K	564K	12	+0.05%
Mar 31, 2025	STONEX GROUP INC.	0.61%	25.68K	631.61K	1.01K	+4.10%
Mar 31, 2025	JACOBI CAPITAL MANAGEMENT LLC	0.22%	9.1K	223.93K	-1.23K	-11.90%
Mar 31, 2025	HOBBS GROUP ADVISORS, LLC	0.29%	12.2K	300.21K	12.2K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.2%	50.38K	1.24M	5.44K	+12.10%
Mar 31, 2025	JANE STREET GROUP, LLC	1.7%	71.16K	1.75M	-13.75K	-16.20%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.33%	13.94K	343.01K	169	+1.23%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.09%	3.96K	99.33K	0	0
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0.31%	12.88K	316.95K	3.01K	+30.50%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.31%	13.14K	323.3K	614	+4.90%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.4%	16.84K	414.27K	10.66K	+172.54%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.45%	18.82K	462.97K	18.82K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.51%	21.21K	521.76K	7.97K	+60.14%
Mar 31, 2025	IFP ADVISORS, INC	0.52%	21.89K	538.47K	0	0
Mar 31, 2025	ADDISON ADVISORS LLC	0.52%	21.94K	539.6K	2.41K	+12.31%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.67%	28.13K	691.96K	28.13K	+100.00%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.76%	32.07K	788.86K	-4.99K	-13.46%
Mar 31, 2025	CGN ADVISORS LLC	0.77%	32.46K	798.59K	9.53K	+41.57%
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.79%	33.01K	812.14K	8.51K	+34.75%
Mar 31, 2025	KEY FINANCIAL INC	0.83%	34.61K	851.36K	0	0
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.83%	34.78K	855.66K	3.6K	+11.53%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	3.02%	126.79K	3.12M	114.61K	+940.66%
Mar 31, 2025	ENVISION FINANCIAL PLANNING, LLC	4.06%	170.1K	4.18M	2.6K	+1.55%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.66%	27.75K	682.75K	-562	-1.98%
Mar 31, 2025	INVESCO LTD.	1.78%	74.69K	1.84M	6.63K	+9.75%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0.12%	5.09K	125.12K	5.09K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.16%	6.63K	162.98K	-269	-3.90%
Mar 31, 2025	ASSET DEDICATION, LLC	0.18%	7.64K	187.82K	138	+1.84%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.2%	8.4K	207K	8.4K	+100.00%
Mar 31, 2025	LIDO ADVISORS, LLC	0.21%	8.7K	214.02K	8.7K	+100.00%
Mar 31, 2025	STERLING FINANCIAL GROUP, INC.	1.31%	55.03K	1.35M	-25.51K	-31.67%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.61%	67.41K	1.66M	4.47K	+7.09%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.8%	75.44K	1.86M	1.43K	+1.94%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.96%	82.24K	2.02M	5.04K	+6.53%
Mar 31, 2025	PRECEDENT WEALTH PARTNERS, LLC	2.47%	103.59K	2.55M	39.68K	+62.09%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.93%	122.74K	3.02M	13.12K	+11.97%
Mar 31, 2025	ATLANTIC UNION BANKSHARES CORP	5.87%	246.32K	6.06M	26.94K	+12.28%
Mar 31, 2025	MORGAN STANLEY	7.52%	315.27K	7.76M	4.26K	+1.37%
Mar 31, 2025	LPL FINANCIAL LLC	9.89%	414.62K	10.2M	110.44K	+36.31%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.46%	19.29K	474.56K	-1.98K	-9.32%
Mar 31, 2025	BILL FEW ASSOCIATES, INC.	0.28%	11.83K	290.9K	0	0

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