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

Who are the major shareholders selling Xtrackers Russell US Multifactor ETF stock?

GOLDSTEIN ADVISORS, LLC, in the last quarter, reduced its stake in DEUS by -2.46% restricting it's holding to 24.78 thousand shares of worth nearly $1.62M. BAIRD FINANCIAL GROUP, INC. also lessened -9.62% of the DEUS shares from its portfolio, reducing its holding to 46.61 thousand shares of worth $3.04M. CRUMLY & ASSOCIATES INC. also shunned DEUS shares holding by -3.37% last quarter which brought its holding to 91.91 thousand shares worth $6.00M.

Investors who are buying DEUS stock?

As per its latest 13F filing, SOUTHSTATE CORP increased its stake in DEUS by 0.41% in the last quarter. The institutional holder raised its holding to 488 shares having worth more than $31.87K. FIFTH THIRD BANCORP also added 0.7% more shares of DEUS to its portfolio, raising its holding to 3.88 thousand shares of worth $253.43K. PRIVATE ADVISOR GROUP, LLC also increased its DEUS shares holding by 100% which brought its holding to 58.88 thousand shares worth $3.84M.

DEUS's major insiders: who are they?

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

Did an insider recently sell DEUS stock?

Company executives, directors, and other insiders own N/A percent of Xtrackers Russell US Multifactor ETF's stock. Within the last six months, there have been 0 transaction(s) in which DEUS insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased DEUS stock?

There have been 0 transaction(s) during the past 6-months in which Xtrackers Russell US Multifactor ETF insiders have bought stock, totalling 0 shares

How much of DEUS does insiders own?

Around 0 Xtrackers Russell US Multifactor ETF shares are held by insiders, which represents about N/A of DEUS stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DEUS?

BARRETT & COMPANY, INC. is the largest institutional owner in DEUS which holds 362 shares worth $23.64K or 0.01% of the total DEUS shares outstanding followed by SOUTHSTATE CORP with ownership of 488 shares representing 0.02% of the DEUS ownership. TFC FINANCIAL MANAGEMENT, INC. is the third largest stakeholder with 551 shares or 0.02% of the ownership worth more than $35.98K.

Is Xtrackers Russell US Multifactor 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 DEUS is concerned, it is a stock which is optionable.

Is there a short position on DEUS's shares?

Number of DEUS 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 DEUS shares are there?

As of today, null shares of DEUS are outstanding.

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

DEUS 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 DEUS is null.

Xtrackers Russell US Multifactor ETF (DEUS) 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

OptionableYes

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. BARRETT & COMPANY, INC. is the top corporate investor, holding 362 shares valued at $23.64K. A 0.01% stake in Xtrackers Russell US Multifactor ETF is owned by the company. SOUTHSTATE CORP owns 488 shares valued at $31.87K, which translates its holding of 0.02% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	BARRETT & COMPANY, INC.	0.01%	362	23.64K	0	0
Jun 30, 2026	SOUTHSTATE CORP	0.02%	488	31.87K	2	+0.41%
Jun 30, 2026	TFC FINANCIAL MANAGEMENT, INC.	0.02%	551	35.98K	0	0
Jun 30, 2026	FIFTH THIRD BANCORP	0.13%	3.88K	253.43K	27	+0.70%
Jun 30, 2026	GOLDSTEIN ADVISORS, LLC	0.81%	24.78K	1.62M	-624	-2.46%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	1.52%	46.61K	3.04M	-4.96K	-9.62%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	1.93%	58.88K	3.84M	58.88K	+100.00%
Jun 30, 2026	CRUMLY & ASSOCIATES INC.	3.01%	91.91K	6M	-3.2K	-3.37%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	3.69%	112.99K	7.38M	8.94K	+8.60%
Jun 30, 2026	LPL FINANCIAL LLC	3.75%	114.75K	7.49M	24.77K	+27.53%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	4.94%	150.99K	9.86M	39.24K	+35.12%
Jun 30, 2026	MORGAN STANLEY	13.42%	410.35K	26.8M	-16.08K	-3.77%
Jun 30, 2026	FAMILY CAPITAL TRUST CO	0.2%	6.15K	401.78K	0	0
Jun 30, 2026	WEALTH ENHANCEMENT TRUST SERVICES, INC.	0.02%	575	37.55K	0	0
Jun 30, 2026	GOALVEST ADVISORY LLC	0.01%	205	13.39K	0	0
Jun 30, 2026	PINNACLE WEALTH PLANNING SERVICES, INC.	0%	81	5.29K	0	0
Jun 30, 2026	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.01%	360	23.51K	0	0
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.26%	8.03K	524.61K	-38	-0.47%
Jun 30, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.27%	8.14K	531.39K	21	+0.26%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.07%	2.2K	143.86K	2.2K	+100.00%
Jun 30, 2026	FMR LLC	0.02%	752	49.1K	62	+8.99%
Jun 30, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	6.19%	189.33K	12.36M	56.88K	+42.94%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.29%	9.02K	589.03K	4.3K	+91.10%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.39%	11.8K	770.81K	0	0
Jun 30, 2026	AVALON TRUST CO	0.02%	600	39.18K	0	0
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.9%	27.61K	1.82M	-1.42K	-4.88%
Jun 30, 2026	L & S ADVISORS INC	1.24%	37.91K	2.48M	-101	-0.27%
Jun 30, 2026	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	1.51%	46.18K	3.02M	-5.21K	-10.14%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.93%	59.1K	3.86M	43.13K	+270.00%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.89%	88.43K	5.77M	85.07K	+2,536.46%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	4.62%	141.23K	9.22M	127.84K	+955.19%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	12.71%	388.74K	25.38M	15.94K	+4.28%
Jun 30, 2026	ROYAL BANK OF CANADA	13.8%	422.22K	27.57M	-21.45K	-4.83%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	15.48%	473.57K	30.93M	112.5K	+31.16%
Jun 30, 2026	WEALTH ALLIANCE ADVISORY GROUP, LLC	6.65%	203.44K	13.28M	18.57K	+10.04%
Jun 30, 2026	BKM WEALTH MANAGEMENT, LLC	5.38%	164.45K	10.74M	-8.37K	-4.85%
Jun 30, 2026	RVW WEALTH, LLC	2.58%	78.83K	5.15M	516	+0.66%
Jun 30, 2026	UBS GROUP AG	2.43%	74.25K	4.85M	20.29K	+37.60%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.03%	31.5K	2.06M	2.4K	+8.26%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-326	-100.00%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0%	0	-	-600	-100.00%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0%	1	65	0	0
Jun 30, 2026	CORECAP ADVISORS, LLC	0%	1	65	0	0
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.01%	285	18.61K	0	0
Jun 30, 2026	HOLLENCREST CAPITAL MANAGEMENT	0.01%	300	19.59K	0	0
Jun 30, 2026	ROTHSCHILD INVESTMENT LLC	0.03%	798	52.08K	3	+0.38%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.27%	8.18K	534.15K	30	+0.37%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.49%	14.96K	976.9K	14.96K	+100.00%
Jun 30, 2026	STRATEGIC FINANCIAL CONCEPTS, LLC	0.51%	15.5K	1.01M	14	+0.09%
Jun 30, 2026		0.02%	575	37.55K	0	0
Jun 30, 2026	GADDIS PREMIER WEALTH ADVISORS LLC	0.58%	17.87K	1.17M	136	+0.77%
Jun 30, 2026	ATLAS WEALTH LLC	0.1%	3.09K	201.65K	3.09K	+100.00%
Jun 30, 2026	PINNACLE BANCORP, INC.	0.14%	4.33K	282.43K	0	0
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.16%	4.87K	318.1K	4.87K	+100.00%
Jun 30, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.16%	5.03K	328K	264	+5.54%
Jun 30, 2026	VANGUARD ADVISERS INC	0%	11	718	0	0
Mar 31, 2026	PINNACLE WEALTH PLANNING SERVICES, INC.	0%	81	4.85K	0	0
Mar 31, 2026	RVW WEALTH, LLC	2.56%	78.31K	4.69M	-2.15K	-2.67%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.39%	11.8K	706.94K	0	0
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.44%	13.38K	801.6K	3.79K	+39.49%
Mar 31, 2026	STRATEGIC FINANCIAL CONCEPTS, LLC	0.51%	15.48K	927.23K	15.48K	+100.00%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	1.69%	51.57K	3.09M	1.24K	+2.46%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	3.4%	104.05K	6.23M	6.85K	+7.05%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	3.65%	111.75K	6.69M	9.9K	+9.72%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	4.33%	132.45K	7.93M	132.45K	+100.00%
Mar 31, 2026	BKM WEALTH MANAGEMENT, LLC	5.65%	172.82K	10.35M	-3.7K	-2.09%
Mar 31, 2026	WEALTH ALLIANCE ADVISORY GROUP, LLC	6.04%	184.87K	11.07M	184.87K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	12.19%	372.8K	22.33M	10.77K	+2.97%
Mar 31, 2026	L & S ADVISORS INC	1.24%	38.01K	2.28M	414	+1.10%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	11.81%	361.08K	21.63M	-123.23K	-25.44%
Mar 31, 2026	MORGAN STANLEY	13.94%	426.43K	25.54M	274.56K	+180.79%
Mar 31, 2026	ROYAL BANK OF CANADA	14.51%	443.67K	26.57M	-20.76K	-4.47%
Mar 31, 2026		0.02%	575	34.44K	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	3.35K	201K	3.35K	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.13%	3.85K	230.82K	3.85K	+100.00%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.95%	29.03K	1.75M	1.23K	+4.41%
Mar 31, 2026	AVALON TRUST CO	0.02%	600	35.93K	0	0
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.02%	600	35.93K	0	0
Mar 31, 2026	FMR LLC	0.02%	690	41.31K	0	0
Mar 31, 2026	ROTHSCHILD INVESTMENT LLC	0.03%	795	47.59K	2	+0.25%
Mar 31, 2026	CWM, LLC	0.06%	1.81K	108.52K	4	+0.22%
Mar 31, 2026	PINNACLE BANCORP, INC.	0.14%	4.33K	259.02K	75	+1.76%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.15%	4.72K	282.73K	2.16K	+84.05%
Mar 31, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.16%	4.77K	285K	0	0
Mar 31, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.27%	8.12K	486.12K	-131	-1.59%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.27%	8.15K	488.06K	1	+0.01%
Mar 31, 2026	VANGUARD ADVISERS INC	0%	11	659	11	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-1.29K	-100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-85.64K	-100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	1	60	0	0
Mar 31, 2026	CORECAP ADVISORS, LLC	0%	1	60	0	0
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.52%	15.97K	956.68K	-27.05K	-62.87%
Mar 31, 2026	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	1.68%	51.39K	3.08M	-2.13K	-3.97%
Mar 31, 2026	GOALVEST ADVISORY LLC	0.01%	205	12.28K	205	+100.00%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.01%	285	17.07K	0	0
Mar 31, 2026	HOLLENCREST CAPITAL MANAGEMENT	0.01%	300	17.97K	0	0
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.01%	326	19.52K	326	+100.00%
Mar 31, 2026	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.01%	360	21.56K	0	0
Mar 31, 2026	BARRETT & COMPANY, INC.	0.01%	362	21.68K	0	0
Mar 31, 2026	SOUTHSTATE CORP	0.02%	486	29.12K	1	+0.21%
Mar 31, 2026	TFC FINANCIAL MANAGEMENT, INC.	0.02%	551	33K	0	0
Mar 31, 2026	FAMILY CAPITAL TRUST CO	0.2%	6.15K	368.43K	-662	-9.71%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.26%	8.07K	483.42K	-91	-1.11%
Mar 31, 2026	GOLDSTEIN ADVISORS, LLC	0.83%	25.41K	1.52M	-1.1K	-4.15%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.95%	29.1K	1.74M	3.57K	+13.97%
Mar 31, 2026	CITADEL ADVISORS LLC	1.07%	32.7K	1.96M	17.67K	+117.52%
Mar 31, 2026	UBS GROUP AG	1.76%	53.96K	3.23M	-4.5K	-7.69%
Mar 31, 2026	LPL FINANCIAL LLC	2.94%	89.98K	5.39M	8.87K	+10.93%
Mar 31, 2026	CRUMLY & ASSOCIATES INC.	3.11%	95.12K	5.7M	-888	-0.93%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	1	58	0	0
Dec 31, 2025	CORECAP ADVISORS, LLC	0%	1	58	0	0
Dec 31, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0%	0	-	-15.39K	-100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-529	-100.00%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-93	-100.00%
Dec 31, 2025	BARRETT & COMPANY, INC.	0.01%	362	21.11K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.01%	372	21.69K	-372	-50.00%
Dec 31, 2025	SOUTHSTATE CORP	0.02%	485	28.27K	2	+0.41%
Dec 31, 2025	TFC FINANCIAL MANAGEMENT, INC.	0.02%	551	32.13K	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.02%	600	34.99K	0	0
Dec 31, 2025	AVALON TRUST CO	0.02%	600	34.99K	0	0
Dec 31, 2025	ROTHSCHILD INVESTMENT LLC	0.03%	793	46.21K	4	+0.51%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	2.56K	149.52K	-2.19K	-46.11%
Dec 31, 2025	FAMILY CAPITAL TRUST CO	0.22%	6.82K	397.37K	-34	-0.50%
Dec 31, 2025	US BANCORP \DE\	0.1%	3K	174.81K	138	+4.83%
Dec 31, 2025	PINNACLE BANCORP, INC.	0.14%	4.25K	247.82K	0	0
Dec 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.15%	4.77K	277K	0	0
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.81%	25.53K	1.49M	5.31K	+26.23%
Dec 31, 2025	GOLDSTEIN ADVISORS, LLC	0.85%	26.5K	1.55M	-311	-1.16%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.88%	27.8K	1.67M	-1.34K	-4.60%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.39%	43.02K	2.51M	29.93K	+228.52%
Dec 31, 2025	ROYAL BANK OF CANADA	15.04%	464.43K	27.08M	33.35K	+7.74%
Dec 31, 2025	FMR LLC	0.02%	690	40.22K	0	0
Dec 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.02%	685	39.92K	685	+100.00%
Dec 31, 2025	BKM WEALTH MANAGEMENT, LLC	5.62%	176.52K	10.29M	4.78K	+2.78%
Dec 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.26%	8.25K	480.94K	12	+0.15%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	8.15K	475.14K	-158	-1.90%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.26%	8.16K	475.97K	-68.42K	-89.34%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	9.6K	559.48K	-85	-0.88%
Dec 31, 2025	CITADEL ADVISORS LLC	0.49%	15.03K	876.52K	15.03K	+100.00%
Dec 31, 2025	L & S ADVISORS INC	1.2%	37.59K	2.19M	-122	-0.32%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.63%	50.33K	2.93M	209	+0.42%
Dec 31, 2025	CRUMLY & ASSOCIATES INC.	3.06%	96K	5.6M	-2.55K	-2.59%
Dec 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.01%	360	20.99K	360	+100.00%
Dec 31, 2025		0.02%	575	33.53K	575	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	1.29K	74.9K	1.29K	+100.00%
Dec 31, 2025	CWM, LLC	0.06%	1.81K	105K	6	+0.33%
Dec 31, 2025	COMERICA BANK	0.06%	1.88K	109.33K	-1.51K	-44.56%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	11.72%	362.04K	21.11M	8.35K	+2.36%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	15.71%	484.31K	28.24M	148.42K	+44.19%
Dec 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	1.73%	53.52K	3.12M	-2.01K	-3.62%
Dec 31, 2025	UBS GROUP AG	1.89%	58.46K	3.41M	-189	-0.32%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.15%	97.2K	5.67M	-11.8K	-10.83%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.3%	101.85K	5.94M	24.02K	+30.86%
Dec 31, 2025	MORGAN STANLEY	4.92%	151.87K	8.86M	-72	-0.05%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.38%	11.8K	688.29K	11.8K	+100.00%
Dec 31, 2025	RVW WEALTH, LLC	2.56%	80.46K	4.69M	-218	-0.27%
Dec 31, 2025	LPL FINANCIAL LLC	2.62%	81.11K	4.73M	7.38K	+10.01%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.77%	85.64K	24.55M	85.51K	+65,777.69%
Dec 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.01%	300	17.49K	0	0
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	285	16.62K	0	0
Dec 31, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0%	81	4.72K	81	+100.00%
Sep 30, 2025	AMERIFLEX GROUP, INC.	0%	0	-	-1.67K	-100.00%
Sep 30, 2025	LPL FINANCIAL LLC	2.4%	73.73K	4.28M	6.7K	+9.99%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.02%	600	34.85K	600	+100.00%
Sep 30, 2025	MORGAN STANLEY	4.95%	151.94K	8.83M	483	+0.32%
Sep 30, 2025	AVALON TRUST CO	0.02%	600	34.85K	0	0
Sep 30, 2025	TFC FINANCIAL MANAGEMENT, INC.	0.02%	551	32.01K	0	0
Sep 30, 2025	SOUTHSTATE CORP	0.02%	483	28.04K	2	+0.42%
Sep 30, 2025	ROYAL BANK OF CANADA	14.04%	431.08K	25.04M	24.12K	+5.93%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	10.94%	335.89K	19.5M	162.41K	+93.62%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	2.49%	76.58K	4.45M	669	+0.88%
Sep 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	1.81%	55.53K	3.23M	640	+1.17%
Sep 30, 2025	L & S ADVISORS INC	1.23%	37.72K	2.19M	1.47K	+4.06%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	11.52%	353.69K	20.55M	21.3K	+6.41%
Sep 30, 2025	BKM WEALTH MANAGEMENT, LLC	5.59%	171.74K	9.98M	4.95K	+2.97%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.95%	29.15K	1.69M	-1.87K	-6.03%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.27%	8.31K	482.55K	8.31K	+100.00%
Sep 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.27%	8.24K	478.43K	-2	-0.02%
Sep 30, 2025	FAMILY CAPITAL TRUST CO	0.22%	6.85K	397.78K	-557	-7.52%
Sep 30, 2025	ATLAS WEALTH LLC	0%	0	-	-10.1K	-100.00%
Sep 30, 2025	UBS GROUP AG	1.91%	58.65K	3.41M	-14.75K	-20.10%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.63%	50.12K	2.91M	1.47K	+3.01%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.55%	109K	6.33M	-108	-0.10%
Sep 30, 2025	CRUMLY & ASSOCIATES INC.	3.21%	98.56K	5.73M	-4.64K	-4.50%
Sep 30, 2025	RVW WEALTH, LLC	2.63%	80.67K	4.69M	-2.11K	-2.55%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.53%	77.83K	4.52M	50.96K	+189.64%
Sep 30, 2025	GOLDSTEIN ADVISORS, LLC	0.87%	26.82K	1.56M	-1.9K	-6.63%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.66%	20.23K	1.18M	11.49K	+131.41%
Sep 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.5%	15.39K	894.11K	-16	-0.10%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.43%	13.1K	760.75K	-22.33K	-63.03%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.32%	9.68K	562.29K	90	+0.94%
Sep 30, 2025	BARRETT & COMPANY, INC.	0.01%	362	21.03K	0	0
Sep 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.01%	300	17.43K	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	285	16.56K	0	0
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	130	7.55K	130	+100.00%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	93	5.4K	0	0
Sep 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.16%	4.77K	276K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	4.76K	275.65K	-788	-14.21%
Sep 30, 2025	PINNACLE BANCORP, INC.	0.14%	4.25K	246.88K	250	+6.25%
Sep 30, 2025	COMERICA BANK	0.11%	3.38K	196.46K	1.5K	+79.23%
Sep 30, 2025	US BANCORP \DE\	0.09%	2.86K	166.14K	-18	-0.63%
Sep 30, 2025	CWM, LLC	0.06%	1.8K	105K	7	+0.39%
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0.03%	789	45.83K	3	+0.38%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.02%	744	43.22K	0	0
Sep 30, 2025	FMR LLC	0.02%	690	40.07K	4	+0.58%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.02%	529	30.73K	529	+100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	1	58	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	1	58	0	0
Sep 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	0	-	-360	-100.00%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-4.72K	-100.00%
Jun 30, 2025	BKM WEALTH MANAGEMENT, LLC	6.06%	166.79K	9.38M	13.02K	+8.47%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	1	56	0	0
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	1	56	0	0
Jun 30, 2025	FIRST HORIZON ADVISORS, INC.	0.03%	692	38.9K	0	0
Jun 30, 2025		0.06%	1.67K	92.88K	1.67K	+100.00%
Jun 30, 2025	CWM, LLC	0.07%	1.8K	101K	6	+0.34%
Jun 30, 2025	PINNACLE BANCORP, INC.	0.15%	4K	224.86K	1.25K	+45.45%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	93	5.23K	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-35.05K	-100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-22.31K	-100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.32%	8.74K	491.34K	2.3K	+35.78%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.35%	9.59K	539.12K	-196	-2.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.29%	35.43K	1.99M	-8.09K	-18.60%
Jun 30, 2025	LPL FINANCIAL LLC	2.44%	67.04K	3.77M	-408	-0.60%
Jun 30, 2025	UBS GROUP AG	2.67%	73.39K	4.13M	605	+0.83%
Jun 30, 2025	RVW WEALTH, LLC	3.01%	82.78K	4.65M	-5.65K	-6.39%
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.01%	300	16.86K	0	0
Jun 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.01%	360	20.24K	0	0
Jun 30, 2025	BARRETT & COMPANY, INC.	0.01%	362	20.35K	0	0
Jun 30, 2025	SOUTHSTATE CORP	0.02%	481	27.02K	3	+0.63%
Jun 30, 2025	TFC FINANCIAL MANAGEMENT, INC.	0.02%	551	30.98K	0	0
Jun 30, 2025	AVALON TRUST CO	0.02%	600	33.73K	0	0
Jun 30, 2025	FMR LLC	0.02%	686	38.58K	36	+5.54%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.03%	744	41.82K	0	0
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0.03%	786	44.16K	4	+0.51%
Jun 30, 2025	AMERIFLEX GROUP, INC.	0.06%	1.67K	92.88K	1.67K	+100.00%
Jun 30, 2025	COMERICA BANK	0.07%	1.89K	106.08K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	5.55K	311.79K	2.08K	+60.10%
Jun 30, 2025	US BANCORP \DE\	0.1%	2.88K	161.79K	2.88K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.96%	109.1K	6.13M	7.35K	+7.22%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.17%	4.72K	265K	4.72K	+100.00%
Jun 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.17%	4.77K	267K	-905	-15.96%
Jun 30, 2025	ATLAS WEALTH LLC	0.37%	10.1K	572.49K	-15.52K	-60.59%
Jun 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.56%	15.41K	866.13K	-50	-0.32%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.98%	26.87K	1.51M	6.21K	+30.05%
Jun 30, 2025	GOLDSTEIN ADVISORS, LLC	1.04%	28.72K	1.61M	-76	-0.26%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-310	-100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.13%	31.01K	1.77M	400	+1.31%
Jun 30, 2025	L & S ADVISORS INC	1.32%	36.25K	2.04M	3.52K	+10.74%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.77%	48.66K	2.74M	-498	-1.01%
Jun 30, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	1.99%	54.89K	3.09M	-1.55K	-2.74%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	2.76%	75.91K	4.27M	7.01K	+10.17%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	6.3%	173.48K	9.75M	51.98K	+42.78%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	12.08%	332.39K	18.69M	21.09K	+6.78%
Jun 30, 2025	FAMILY CAPITAL TRUST CO	0.27%	7.41K	416.28K	0	0
Jun 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.3%	8.24K	463.1K	22	+0.27%
Jun 30, 2025	MORGAN STANLEY	5.5%	151.46K	8.51M	-19	-0.01%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	285	16.02K	-2.97K	-91.25%
Jun 30, 2025	ROYAL BANK OF CANADA	14.79%	406.97K	22.88M	33.96K	+9.11%
Jun 30, 2025	CRUMLY & ASSOCIATES INC.	3.75%	103.2K	5.8M	-3.01K	-2.84%
Mar 31, 2025	CORECAP ADVISORS, LLC	0%	1	54	-578	-99.83%
Mar 31, 2025	MERIDIAN WEALTH MANAGEMENT, LLC	0%	0	-	-13.32K	-100.00%
Mar 31, 2025	CRUMLY & ASSOCIATES INC.	3.74%	106.21K	5.7M	-99.93K	-48.48%
Mar 31, 2025	ATLAS WEALTH LLC	0.9%	25.62K	1.37M	-112.86K	-81.50%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	4.27%	121.5K	6.56M	-1.35K	-1.09%
Mar 31, 2025	MORGAN STANLEY	5.33%	151.48K	8.13M	1.3K	+0.87%
Mar 31, 2025	BKM WEALTH MANAGEMENT, LLC	5.41%	153.77K	8.25M	87	+0.06%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	10.95%	311.3K	16.7M	9.18K	+3.04%
Mar 31, 2025	FAMILY CAPITAL TRUST CO	0.26%	7.41K	397.25K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.34%	9.79K	524.99K	550	+5.96%
Mar 31, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.54%	15.46K	829.27K	386	+2.56%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-6.24K	-100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.73%	20.66K	1.11M	-148	-0.71%
Mar 31, 2025	JANE STREET GROUP, LLC	0.78%	22.31K	1.2M	22.31K	+100.00%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	1	54	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	310	16.63K	310	+100.00%
Mar 31, 2025	FMR LLC	0.02%	650	34.87K	541	+496.33%
Mar 31, 2025	FIRST HORIZON ADVISORS, INC.	0.02%	692	37.12K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.03%	744	39.91K	0	0
Mar 31, 2025	ROTHSCHILD INVESTMENT LLC	0.03%	782	41.95K	2	+0.26%
Mar 31, 2025	CWM, LLC	0.06%	1.79K	96K	5	+0.28%
Mar 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.2%	5.67K	304K	470	+9.04%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.23%	6.44K	345.3K	6.44K	+100.00%
Mar 31, 2025	GOLDSTEIN ADVISORS, LLC	1.01%	28.8K	1.54M	-679	-2.30%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.08%	30.61K	1.64M	-752	-2.40%
Mar 31, 2025	L & S ADVISORS INC	1.15%	32.73K	1.76M	-1.93K	-5.56%
Mar 31, 2025	CITADEL ADVISORS LLC	1.23%	35.05K	1.88M	5.39K	+18.19%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.53%	43.52K	2.33M	17.61K	+67.97%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.73%	49.16K	2.64M	-47.03K	-48.89%
Mar 31, 2025	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	1.99%	56.43K	3.03M	-2.23K	-3.80%
Mar 31, 2025	LPL FINANCIAL LLC	2.37%	67.44K	3.62M	2.27K	+3.48%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.58%	101.76K	5.46M	-2.83K	-2.71%
Mar 31, 2025	TFC FINANCIAL MANAGEMENT, INC.	0.02%	551	29.56K	0	0
Mar 31, 2025	COMERICA BANK	0.07%	1.89K	101.23K	-1.04K	-35.53%
Mar 31, 2025	PINNACLE BANCORP, INC.	0.1%	2.75K	147.53K	150	+5.77%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.11%	3.26K	174.68K	-3.04K	-48.25%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	3.46K	185.87K	1.71K	+97.38%
Mar 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.01%	300	16.09K	0	0
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0%	93	4.99K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.42%	68.9K	3.7M	68.9K	+100.00%
Mar 31, 2025	UBS GROUP AG	2.56%	72.79K	3.9M	5.56K	+8.27%
Mar 31, 2025	RVW WEALTH, LLC	3.11%	88.43K	4.74M	-38.87K	-30.54%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.29%	8.22K	440.78K	-72	-0.87%
Mar 31, 2025	ROYAL BANK OF CANADA	13.12%	373K	20.01M	-8.28K	-2.17%
Mar 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.01%	360	19.31K	0	0
Mar 31, 2025	BARRETT & COMPANY, INC.	0.01%	362	19.42K	0	0
Mar 31, 2025	SOUTHSTATE CORP	0.02%	478	25.67K	478	+100.00%
Mar 31, 2025	AVALON TRUST CO	0.02%	600	32.19K	0	0
Mar 31, 2024	CRUMLY & ASSOCIATES INC.	7.61%	226.08K	11.79M	-37.93K	-14.37%
Mar 31, 2024	ROYAL BANK OF CANADA	10.88%	350.48K	18.28M	78.63K	+28.92%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.17%	5.61K	292.39K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	9.12%	293.68K	15.32M	-3.28K	-1.10%
Mar 31, 2024	TYLER-STONE WEALTH MANAGEMENT	0.01%	400	20.87K	0	0
Mar 31, 2024	BALDWIN BROTHERS LLC/MA	0.01%	425	22.17K	0	0
Mar 31, 2024	AVALON TRUST CO	0.02%	600	31.3K	0	0
Mar 31, 2024	FIRST HORIZON ADVISORS, INC.	0.02%	692	36.1K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.03%	744	38.81K	0	0
Mar 31, 2024	CWM, LLC	0.06%	1.82K	95K	-130	-6.68%
Mar 31, 2024	COMERICA BANK	0.06%	2.04K	106.58K	-100	-4.67%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.07%	2.18K	113.83K	-684	-23.87%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	4.61K	240.22K	-25.4K	-84.65%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.15%	4.7K	245.08K	-1.1K	-18.97%
Mar 31, 2024	FAMILY CAPITAL TRUST CO	0.28%	8.19K	427.29K	-238	-2.82%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-711	-100.00%
Mar 31, 2024	GTS SECURITIES LLC	0%	0	-	-13.37K	-100.00%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0%	127	6.63K	0	0
Mar 31, 2024	FMR LLC	0.01%	171	8.92K	171	+100.00%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	244	12.73K	244	+100.00%
Mar 31, 2024	HOLLENCREST CAPITAL MANAGEMENT	0.01%	300	15.65K	0	0
Mar 31, 2024	BARRETT & COMPANY, INC.	0.01%	362	18.88K	0	0
Mar 31, 2024	THOROUGHBRED FINANCIAL SERVICES, LLC	0.17%	5.03K	262K	443	+9.67%
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.29%	8.6K	448.81K	4.2K	+95.21%
Mar 31, 2024	STRATEGIC FINANCIAL CONCEPTS, LLC	0.44%	13.06K	681.12K	13.06K	+100.00%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.46%	13.69K	714.36K	30	+0.22%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.5%	14.78K	771.13K	-1.25K	-7.79%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.72%	21.38K	1.12M	21.38K	+100.00%
Mar 31, 2024	GOLDSTEIN ADVISORS, LLC	1.01%	30.08K	1.57M	-2.9K	-8.80%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	0	-	-91.99K	-100.00%
Mar 31, 2024	RVW WEALTH, LLC	5.64%	167.52K	8.74M	-13.08K	-7.24%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.18%	35.04K	1.83M	-3.94K	-10.11%
Mar 31, 2024	L & S ADVISORS INC	1.26%	37.36K	1.95M	326	+0.88%
Mar 31, 2024	UBS GROUP AG	1.65%	53.27K	2.78M	-5.71K	-9.68%
Mar 31, 2024	LPL FINANCIAL LLC	1.84%	59.3K	3.09M	29.77K	+100.77%
Mar 31, 2024	BKM WEALTH MANAGEMENT, LLC	5.31%	157.98K	8.24M	-3.22K	-2.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	4.58%	147.59K	7.7M	-5.13K	-3.36%
Mar 31, 2024	MORGAN STANLEY	4.55%	146.71K	7.65M	2.72K	+1.89%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	3.93%	126.63K	6.63M	-311	-0.25%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	3.34%	99.19K	5.17M	-3.43K	-3.35%
Mar 31, 2024	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	1.93%	57.3K	2.97M	1.02K	+1.81%
Dec 31, 2023	ROYAL BANK OF CANADA	9.29%	271.85K	12.94M	25.78K	+10.48%
Dec 31, 2023	HOLLENCREST CAPITAL MANAGEMENT	0.01%	300	14.29K	0	0
Dec 31, 2023	BARRETT & COMPANY, INC.	0.01%	362	17.24K	0	0
Dec 31, 2023	TYLER-STONE WEALTH MANAGEMENT	0.01%	400	19.05K	0	0
Dec 31, 2023	BALDWIN BROTHERS LLC/MA	0.01%	425	20.24K	0	0
Dec 31, 2023	AVALON TRUST CO	0.02%	600	28.57K	0	0
Dec 31, 2023	FIRST HORIZON ADVISORS, INC.	0.02%	692	32.95K	0	0
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.02%	711	33.85K	711	+100.00%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.03%	744	35.43K	0	0
Dec 31, 2023	CWM, LLC	0.07%	1.95K	93K	-768	-28.29%
Dec 31, 2023	COMERICA BANK	0.07%	2.14K	102.04K	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.1%	2.87K	136.49K	-2.81K	-49.49%
Dec 31, 2023	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.15%	4.41K	209.87K	7	+0.16%
Dec 31, 2023	THOROUGHBRED FINANCIAL SERVICES, LLC	0.16%	4.58K	218K	4.58K	+100.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.19%	5.61K	266.88K	-550	-8.94%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.2%	5.8K	276.07K	-200	-3.33%
Dec 31, 2023	FAMILY CAPITAL TRUST CO	0.29%	8.43K	401.34K	-45	-0.53%
Dec 31, 2023		0%	127	6.05K	127	+100.00%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.47%	13.66K	650.6K	58	+0.43%
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.55%	16.03K	763.3K	-1.81K	-10.16%
Dec 31, 2023	LPL FINANCIAL LLC	1.01%	29.54K	1.41M	-8.55K	-22.46%
Dec 31, 2023	GOLDSTEIN ADVISORS, LLC	1.13%	32.98K	1.57M	-2.31K	-6.54%
Dec 31, 2023	L & S ADVISORS INC	1.27%	37.03K	1.76M	2.11K	+6.04%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.33%	38.97K	1.86M	50	+0.13%
Dec 31, 2023	GARDEN STATE INVESTMENT ADVISORY SERVICES LLC	1.92%	56.28K	2.68M	-2.07K	-3.54%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	3.15%	91.99K	1.93M	91.99K	+100.00%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	3.51%	102.62K	4.89M	-892	-0.86%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	4.34%	126.94K	6.04M	4.74K	+3.88%
Dec 31, 2023	UBS GROUP AG	2.02%	58.98K	2.81M	-180	-0.30%
Dec 31, 2023	MORGAN STANLEY	4.92%	143.99K	6.86M	1.3K	+0.91%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	5.22%	152.72K	7.27M	-6.75K	-4.23%
Dec 31, 2023	RVW WEALTH, LLC	6.17%	180.6K	8.6M	-6.23K	-3.34%
Dec 31, 2023	CRUMLY & ASSOCIATES INC.	9.03%	264.01K	12.57M	98.59K	+59.60%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	10.15%	296.96K	14.14M	3.59K	+1.22%

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