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

Who are the major shareholders selling First Trust Mid Cap Value AlphaDEX Fund stock?

ADVISOR GROUP HOLDINGS, INC., in the last quarter, reduced its stake in FNK by -9.26% restricting it's holding to 45.77 thousand shares of worth nearly $2.81M. EQUITABLE HOLDINGS, INC. also lessened -1.6% of the FNK shares from its portfolio, reducing its holding to 20.46 thousand shares of worth $1.25M. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also shunned FNK shares holding by -1.23% last quarter which brought its holding to 17.02 thousand shares worth $1.04M.

Investors who are buying FNK stock?

As per its latest 13F filing, MORGAN STANLEY increased its stake in FNK by 5.91% in the last quarter. The institutional holder raised its holding to 249.49 thousand shares having worth more than $15.30M. LPL FINANCIAL LLC also added 3.96% more shares of FNK to its portfolio, raising its holding to 143.04 thousand shares of worth $8.77M. CETERA INVESTMENT ADVISERS also increased its FNK shares holding by 23.49% which brought its holding to 130.37 thousand shares worth $7.99M.

FNK's major insiders: who are they?

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

Did an insider recently sell FNK stock?

Company executives, directors, and other insiders own N/A percent of First Trust Mid Cap Value AlphaDEX Fund's stock. Within the last six months, there have been 0 transaction(s) in which FNK insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased FNK stock?

There have been 0 transaction(s) during the past 6-months in which First Trust Mid Cap Value AlphaDEX Fund insiders have bought stock, totalling 0 shares

How much of FNK does insiders own?

Around 0 First Trust Mid Cap Value AlphaDEX Fund shares are held by insiders, which represents about N/A of FNK stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FNK?

MORGAN STANLEY is the largest institutional owner in FNK which holds 249.49 thousand shares worth $15.30M or 7.16% of the total FNK shares outstanding followed by LPL FINANCIAL LLC with ownership of 143.04 thousand shares representing 4.11% of the FNK ownership. CETERA INVESTMENT ADVISERS is the third largest stakeholder with 130.37 thousand shares or 3.74% of the ownership worth more than $7.99M.

Is First Trust Mid Cap Value AlphaDEX Fund 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 FNK is concerned, it is a stock which is optionable.

Is there a short position on FNK's shares?

Number of FNK 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 FNK shares are there?

As of today, null shares of FNK are outstanding.

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

FNK 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 FNK is null.

First Trust Mid Cap Value AlphaDEX Fund (FNK) 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

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. MORGAN STANLEY is the top corporate investor, holding 249.49K shares valued at $15.30M. A 7.16% stake in First Trust Mid Cap Value AlphaDEX Fund is owned by the company. LPL FINANCIAL LLC owns 143.04K shares valued at $8.77M, which translates its holding of 4.11% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MORGAN STANLEY	7.16%	249.49K	15.3M	13.93K	+5.91%
Jun 30, 2026	LPL FINANCIAL LLC	4.11%	143.04K	8.77M	5.46K	+3.96%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	3.74%	130.37K	7.99M	24.8K	+23.49%
Jun 30, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	1.84%	64.01K	3.92M	1.34K	+2.14%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0%	90	5.52K	90	+100.00%
Jun 30, 2026	CAPITAL ANALYSTS, LLC	0%	94	6K	0	0
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0%	158	9.69K	0	0
Jun 30, 2026	ASSETMARK, INC	0.01%	317	19.44K	317	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.34%	46.84K	2.87M	19K	+68.24%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	1.31%	45.77K	2.81M	-4.67K	-9.26%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.2%	41.81K	2.58M	4.68K	+12.60%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.59%	20.46K	1.25M	-332	-1.60%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.49%	17.02K	1.04M	-212	-1.23%
Jun 30, 2026	ROYAL BANK OF CANADA	0.48%	16.63K	1.02M	-6.32K	-27.53%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.44%	15.31K	938.43K	-1.11K	-6.75%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.4%	13.8K	846.22K	8.04K	+139.37%
Jun 30, 2026	KEEL POINT, LLC	0.34%	11.69K	716.5K	-161	-1.36%
Jun 30, 2026	ARS WEALTH ADVISORS GROUP, LLC	0.33%	11.49K	704.49K	2	+0.02%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.28%	9.92K	608.06K	-538	-5.15%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.27%	9.37K	574.4K	-966	-9.35%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.24%	8.27K	507.01K	17	+0.21%
Jun 30, 2026	LEVEL FOUR ADVISORY SERVICES, LLC	0.16%	5.61K	344.23K	0	0
Jun 30, 2026	BENJAMIN EDWARDS INC	0.15%	5.33K	327.27K	11	+0.21%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.14%	4.89K	300K	-157	-3.11%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.14%	4.76K	292.03K	0	0
Jun 30, 2026	ADVISOR OS, LLC	0.13%	4.48K	274.37K	0	0
Jun 30, 2026	STONEX GROUP INC.	0.13%	4.36K	265.68K	4.36K	+100.00%
Jun 30, 2026	SIGMA PLANNING CORP	0.12%	4.15K	254.49K	-30	-0.72%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.11%	3.99K	244.18K	1	+0.03%
Jun 30, 2026	DAYMARK WEALTH PARTNERS, LLC	0.11%	3.8K	232.92K	-333	-8.06%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.11%	3.67K	224.73K	0	0
Jun 30, 2026	TRIUMPH CAPITAL MANAGEMENT	0.1%	3.49K	213.86K	0	0
Jun 30, 2026	RFG ADVISORY, LLC	0.09%	3.3K	202.16K	3.3K	+100.00%
Jun 30, 2026	TOTAL INVESTMENT MANAGEMENT INC	36.62%	1.28M	80.86M	-65.93K	-4.91%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.55%	53.95K	3.31M	-4.82K	-8.21%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.12%	4.33K	265.65K	-88	-1.99%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	2.61K	160.31K	-275	-9.52%
Jun 30, 2026	UBS GROUP AG	1.46%	50.79K	3.11M	-345	-0.67%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	1.29K	79.03K	2	+0.16%
Jun 30, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.08%	2.93K	179.43K	8	+0.27%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.07%	2.4K	147.14K	0	0
Jun 30, 2026	PARALLEL ADVISORS, LLC	0.06%	1.94K	118.64K	0	0
Jun 30, 2026	GAMMA INVESTING LLC	0.05%	1.82K	111.34K	0	0
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.05%	1.73K	105.82K	1.73K	+100.00%
Jun 30, 2026	AMERIFLEX GROUP, INC.	0.03%	1.08K	66.22K	1.08K	+100.00%
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.02%	807	49.48K	0	0
Jun 30, 2026	US BANCORP \DE\	0.02%	557	34.15K	186	+50.13%
Jun 30, 2026	BESSEMER GROUP INC	0.01%	454	28K	0	0
Jun 30, 2026	FMR LLC	0.01%	442	27.08K	439	+14,633.33%
Jun 30, 2026	BENSON WEALTH MANAGEMENT INC	0.01%	356	21.83K	0	0
Jun 30, 2026	LFA - LUGANO FINANCIAL ADVISORS SA	0.01%	300	18.39K	300	+100.00%
Jun 30, 2026	FIFTH THIRD BANCORP	0.01%	266	16.31K	-6	-2.21%
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	256	15.7K	-2K	-88.63%
Jun 30, 2026	GLEN EAGLE ADVISORS, LLC	0.01%	200	12.26K	0	0
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	165	10.12K	0	0
Jun 30, 2026	WELLS FARGO & COMPANY/MN	7.48%	260.75K	15.99M	2.14K	+0.83%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.1%	3.67K	209.17K	1	+0.03%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	165	9.42K	0	0
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0%	158	9.02K	0	0
Mar 31, 2026	CAPITAL ANALYSTS, LLC	0%	94	5K	0	0
Mar 31, 2026	QUEST 10 WEALTH BUILDERS, INC.	0%	50	2.85K	0	0
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0%	24	1.37K	0	0
Mar 31, 2026	STIFEL FINANCIAL CORP	0%	0	-	-10.57K	-100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.64%	22.95K	1.31M	-52	-0.23%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.78%	27.84K	1.59M	-2.02K	-6.78%
Mar 31, 2026		0.01%	356	20.32K	0	0
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.07%	2.4K	136.97K	0	0
Mar 31, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.08%	2.92K	166.58K	2.92K	+100.00%
Mar 31, 2026	TRIUMPH CAPITAL MANAGEMENT	0.1%	3.49K	199.08K	-196	-5.32%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.01%	279	15.92K	279	+100.00%
Mar 31, 2026	PRIVATE TRUST CO NA	0.01%	318	18.15K	0	0
Mar 31, 2026	US BANCORP \DE\	0.01%	371	21.18K	115	+44.92%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.02%	568	32.42K	568	+100.00%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.02%	807	46.06K	807	+100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	1.29K	73.46K	728	+130.23%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.01%	200	11.42K	200	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.01%	272	15.52K	272	+100.00%
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	0.03%	984	56.2K	0	0
Mar 31, 2026	GAMMA INVESTING LLC	0.05%	1.82K	103.65K	0	0
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.05%	1.94K	110.44K	1.94K	+100.00%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.11%	3.99K	227.37K	2	+0.05%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.29%	10.46K	596.76K	-6.67K	-38.96%
Mar 31, 2026	ARS WEALTH ADVISORS GROUP, LLC	0.32%	11.49K	655.7K	3	+0.03%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	1.04%	37.13K	2.09M	351	+0.95%
Mar 31, 2026	UBS GROUP AG	1.43%	51.14K	2.92M	-574	-1.11%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.06%	2.25K	128.48K	1.47K	+189.70%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	2.89K	164.93K	13	+0.45%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	1.75%	62.67K	3.58M	-3.27K	-4.96%
Mar 31, 2026	CITADEL ADVISORS LLC	0.18%	6.6K	376.52K	6.6K	+100.00%
Mar 31, 2026	GLEN EAGLE ADVISORS, LLC	0.01%	200	11.42K	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.95%	105.57K	6.03M	15.55K	+17.27%
Mar 31, 2026	LPL FINANCIAL LLC	3.84%	137.59K	7.85M	5.23K	+3.95%
Mar 31, 2026	MORGAN STANLEY	6.57%	235.56K	13.44M	-447	-0.19%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	7.22%	258.61K	14.76M	22.24K	+9.41%
Mar 31, 2026	TOTAL INVESTMENT MANAGEMENT INC	37.45%	1.34M	76.58M	12.12K	+0.91%
Mar 31, 2026	BESSEMER GROUP INC	0.01%	454	26K	454	+100.00%
Mar 31, 2026	KEEL POINT, LLC	0.33%	11.85K	676.18K	90	+0.77%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.46%	16.41K	936.82K	259	+1.60%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.48%	17.23K	983K	-120	-0.69%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.58%	20.79K	1.16M	1.25K	+6.40%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.64%	58.78K	3.35M	5.27K	+9.86%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.13%	4.76K	271.85K	-21.71K	-82.01%
Mar 31, 2026	ADVISOR OS, LLC	0.12%	4.48K	255.41K	4.48K	+100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.14%	5.05K	288K	-145	-2.79%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.14%	5.13K	292.64K	5.13K	+100.00%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.15%	5.32K	304.13K	-9.41K	-63.87%
Mar 31, 2026	LEVEL FOUR ADVISORY SERVICES, LLC	0.16%	5.61K	320.44K	0	0
Mar 31, 2026	DAYMARK WEALTH PARTNERS, LLC	0.12%	4.13K	235.81K	10	+0.24%
Mar 31, 2026	SIGMA PLANNING CORP	0.12%	4.18K	238.62K	-60	-1.41%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.12%	4.42K	252.33K	236	+5.64%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.16%	5.77K	329.11K	-636	-9.93%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.23%	8.25K	471.01K	27	+0.33%
Mar 31, 2026	BENSON WEALTH MANAGEMENT INC	0.01%	356	20.32K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.41%	50.44K	2.88M	-836	-1.63%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.29%	10.34K	589.88K	1.97K	+23.49%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.51%	17.13K	953.23K	-1.56K	-8.33%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.78%	26.47K	1.47M	26.47K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.47%	51.28K	2.85M	1.36K	+2.72%
Dec 31, 2025	UBS GROUP AG	1.49%	51.71K	2.88M	-144	-0.28%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	777	43.24K	-4.13K	-84.16%
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0.03%	984	57.65K	984	+100.00%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.1%	3.6K	200.34K	3.6K	+100.00%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.11%	3.68K	205.01K	-299	-7.51%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.11%	3.66K	203.88K	1	+0.03%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.12%	3.99K	222.08K	0	0
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.12%	4.19K	232.88K	-78	-1.83%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.18%	6.4K	356.27K	-370	-5.46%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.55%	53.5K	2.98M	-4.41K	-7.62%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.56%	19.54K	1.09M	1.08K	+5.82%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.59%	90.02K	5.01M	12.59K	+16.26%
Dec 31, 2025	PRIVATE TRUST CO NA	0.01%	318	17.7K	0	0
Dec 31, 2025		0.01%	356	19.81K	356	+100.00%
Dec 31, 2025	ARS WEALTH ADVISORS GROUP, LLC	0.34%	11.49K	639.14K	-1.38K	-10.71%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	90	5.01K	0	0
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0%	94	5K	0	0
Dec 31, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	0%	6	307	0	0
Dec 31, 2025	QUEST 10 WEALTH BUILDERS, INC.	0%	50	2.78K	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	158	8.79K	0	0
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	1.89%	65.94K	3.67M	32.97K	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	107	5.95K	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	165	9.18K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	3.82%	132.36K	7.37M	1.21K	+0.92%
Dec 31, 2025	MORGAN STANLEY	6.78%	236.01K	13.13M	5.61K	+2.44%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	6.79%	236.37K	13.15M	-5.28K	-2.18%
Dec 31, 2025	GLEN EAGLE ADVISORS, LLC	0.01%	200	11.13K	0	0
Dec 31, 2025	TOTAL INVESTMENT MANAGEMENT INC	39.25%	1.33M	73.99M	19.42K	+1.48%
Dec 31, 2025	US BANCORP \DE\	0.01%	256	14.25K	153	+148.54%
Dec 31, 2025	COMERICA BANK	0.01%	272	15.14K	0	0
Dec 31, 2025	GAMMA INVESTING LLC	0.05%	1.82K	101.06K	-209	-10.32%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.07%	2.4K	133.56K	0	0
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	2.88K	160.09K	1.18K	+69.88%
Dec 31, 2025	KEEL POINT, LLC	0.34%	11.76K	654.27K	848	+7.77%
Dec 31, 2025	BENJAMIN EDWARDS INC	0.43%	14.73K	819.92K	-16.07K	-52.18%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.46%	16.16K	898.99K	-3.39K	-17.36%
Dec 31, 2025	DAYMARK WEALTH PARTNERS, LLC	0.12%	4.12K	229.4K	10	+0.24%
Dec 31, 2025	ROYAL BANK OF CANADA	0.66%	23K	1.28M	-6.2K	-21.23%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.86%	29.86K	1.66M	13.21K	+79.34%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.49%	17.35K	965K	-1.69K	-8.88%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.06%	36.78K	2.05M	4.23K	+13.01%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	0	-	-278	-100.00%
Dec 31, 2025	SIGMA PLANNING CORP	0.13%	4.24K	236K	-11	-0.26%
Dec 31, 2025	ARETE WEALTH ADVISORS, LLC	0.13%	4.48K	249K	0	0
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.15%	5.19K	289K	0	0
Dec 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.16%	5.61K	312.43K	0	0
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.24%	8.23K	457.72K	-241	-2.85%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.24%	8.37K	465.7K	1.32K	+18.68%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.31%	10.57K	587.97K	-8.81K	-45.47%
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	0	-	-2.89K	-100.00%
Dec 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	0	-	-67	-100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-279	-100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-44.67K	-100.00%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	559	31.11K	0	0
Sep 30, 2025	CITADEL ADVISORS LLC	1.22%	44.67K	2.47M	15.61K	+53.72%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	6.62%	241.65K	13.35M	-30.6K	-11.24%
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	67	3.7K	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-124	-100.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.51%	18.69K	1.03M	-1.42K	-7.06%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	2.12%	77.43K	4.28M	14.72K	+23.47%
Sep 30, 2025	LPL FINANCIAL LLC	3.59%	131.15K	7.25M	-122.44K	-48.28%
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0%	0	-	-26.6K	-100.00%
Sep 30, 2025	TKG ADVISORS, LLC	0%	0	-	-5.26K	-100.00%
Sep 30, 2025	MORGAN STANLEY	6.31%	230.4K	12.73M	-3.79K	-1.62%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	559	30.89K	559	+100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	1.69K	93.6K	1.69K	+100.00%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.13%	4.91K	271.1K	-3.41K	-40.97%
Sep 30, 2025	QUEST 10 WEALTH BUILDERS, INC.	0%	50	2.76K	0	0
Sep 30, 2025	G&S CAPITAL LLC	0%	0	-	-19.89K	-100.00%
Sep 30, 2025	GLOBAL TRUST ASSET MANAGEMENT, LLC	0%	0	-	-101	-100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	107	5.91K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	158	8.73K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	165	9.12K	0	0
Sep 30, 2025	GLEN EAGLE ADVISORS, LLC	0.01%	200	11.05K	0	0
Sep 30, 2025	COMERICA BANK	0.01%	272	15.03K	0	0
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.01%	279	15.42K	279	+100.00%
Sep 30, 2025	PRIVATE TRUST CO NA	0.01%	318	17.57K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.46%	16.65K	920.17K	-30.85K	-64.95%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.11%	3.99K	220.73K	1	+0.03%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.07%	2.4K	132.62K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	278	15.36K	0	0
Sep 30, 2025	US BANCORP \DE\	0%	103	5.69K	103	+100.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	90	4.97K	0	0
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.9%	32.97K	1.82M	-455	-1.36%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.37%	49.92K	2.79M	990	+2.02%
Sep 30, 2025	UBS GROUP AG	1.42%	51.86K	2.87M	-12.16K	-19.00%
Sep 30, 2025	FMR LLC	0%	3	166	0	0
Sep 30, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	0%	6	305	-20	-76.92%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.08%	2.89K	159.74K	2.89K	+100.00%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.1%	3.66K	202.39K	3.66K	+100.00%
Sep 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.11%	3.98K	220.1K	-227	-5.39%
Sep 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.11%	4.11K	227.22K	7	+0.17%
Sep 30, 2025	SIGMA PLANNING CORP	0.12%	4.25K	234.99K	-555	-11.55%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.12%	4.26K	235.58K	-119	-2.72%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.12%	4.48K	246K	0	0
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.15%	5.61K	310.25K	0	0
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	24	1.33K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.59%	57.91K	3.2M	7.18K	+14.14%
Sep 30, 2025	TOTAL INVESTMENT MANAGEMENT INC	35.91%	1.31M	72.4M	-31.42K	-2.34%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.19%	6.77K	374.19K	7	+0.10%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.23%	8.47K	467.8K	22	+0.26%
Sep 30, 2025	ARS WEALTH ADVISORS GROUP, LLC	0.35%	12.86K	710.78K	3	+0.02%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.51%	18.46K	1.02M	406	+2.25%
Sep 30, 2025	CAPITAL ANALYSTS, LLC	0%	94	5K	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.53%	19.38K	1.07M	-7.2K	-27.08%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.54%	19.55K	1.08M	-19.37K	-49.77%
Sep 30, 2025	GAMMA INVESTING LLC	0.06%	2.03K	111.9K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.8%	29.2K	1.61M	10.9K	+59.61%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.89%	32.55K	1.81M	4.21K	+14.86%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.19%	7.05K	389.68K	-194	-2.68%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.14%	5.19K	287K	1.11K	+27.21%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.52%	19.04K	1.05M	-9.1K	-32.34%
Sep 30, 2025	KEEL POINT, LLC	0.3%	10.91K	602.82K	-171	-1.54%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.84%	30.8K	1.7M	-14.16K	-31.50%
Jun 30, 2025	TKG ADVISORS, LLC	0.15%	5.26K	272.06K	184	+3.63%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.24%	8.44K	437.03K	605	+7.72%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	24	1.24K	0	0
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	158	8.18K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.8%	62.71K	3.25M	37.1K	+144.86%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.46%	50.74K	2.63M	-52.04K	-50.63%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.4%	48.93K	2.53M	7.74K	+18.78%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.96%	33.43K	1.73M	338	+1.02%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.81%	28.34K	1.46M	13.38K	+89.51%
Jun 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.76%	26.6K	1.38M	20.55K	+339.79%
Jun 30, 2025	G&S CAPITAL LLC	0.57%	19.89K	1.03M	341	+1.74%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.36%	47.5K	2.46M	-1.39K	-2.85%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.58%	20.11K	1.04M	-894	-4.26%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.12%	38.91K	2.01M	-1.46K	-3.62%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.76%	26.57K	1.38M	6.54K	+32.64%
Jun 30, 2025	ROYAL BANK OF CANADA	0.53%	18.29K	947K	2.71K	+17.41%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.52%	18.06K	934.64K	962	+5.63%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.07%	2.4K	124.22K	1.6K	+200.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.81%	28.14K	1.46M	-39.91K	-58.65%
Jun 30, 2025	MORGAN STANLEY	6.72%	234.18K	12.12B	6.88K	+3.03%
Jun 30, 2025	FMR LLC	0%	3	155K	-666	-99.55%
Jun 30, 2025	STONEX GROUP INC.	0%	0	-	-4.13K	-100.00%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0%	0	-	-18.5K	-100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-9.2K	-100.00%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0%	0	-	-4K	-100.00%
Jun 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	0	-	-2.87K	-100.00%
Jun 30, 2025	BENJAMIN EDWARDS INC	1.29%	44.97K	2.33M	12.7K	+39.37%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.19%	6.77K	350.15K	-1.02K	-13.10%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.13%	4.48K	232K	0	0
Jun 30, 2025	GAMMA INVESTING LLC	0.06%	2.03K	104.81K	0	0
Jun 30, 2025	NBC SECURITIES, INC.	0.03%	1.15K	59K	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	278	14.39K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	107	5.54K	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	90	4.66K	90	+100.00%
Jun 30, 2025	ARS WEALTH ADVISORS GROUP, LLC	0.37%	12.86K	665.62K	2	+0.02%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.13%	4.38K	226.78K	-215	-4.68%
Jun 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.12%	4.21K	217.9K	-10.04K	-70.46%
Jun 30, 2025	COMERICA BANK	0.01%	272	14.08K	-1	-0.37%
Jun 30, 2025	TRANSAMERICA FINANCIAL ADVISORS, INC.	0%	26	1.31K	0	0
Jun 30, 2025	GLEN EAGLE ADVISORS, LLC	0.01%	200	10.35K	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	165	8.54K	0	0
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	67	3.47K	0	0
Jun 30, 2025	TOTAL INVESTMENT MANAGEMENT INC	38.52%	1.34M	69.44M	-4.28K	-0.32%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	124	6.42K	124	+100.00%
Jun 30, 2025	GLOBAL TRUST ASSET MANAGEMENT, LLC	0%	101	5.21K	0	0
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0%	94	5K	-214	-69.48%
Jun 30, 2025	KEEL POINT, LLC	0.32%	11.08K	573.47K	145	+1.33%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.21%	7.25K	375.06K	1.33K	+22.56%
Jun 30, 2025	QUEST 10 WEALTH BUILDERS, INC.	0%	50	2.59K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	7.82%	272.24K	14.09M	18.16K	+7.15%
Jun 30, 2025	LPL FINANCIAL LLC	7.28%	253.59K	13.12M	-1.35K	-0.53%
Jun 30, 2025	UBS GROUP AG	1.84%	64.02K	3.31M	-1.37K	-2.09%
Jun 30, 2025	CITADEL ADVISORS LLC	0.83%	29.06K	1.5B	8.31K	+40.05%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.24%	8.31K	430.16K	-12.86K	-60.73%
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.16%	5.61K	290.59K	0	0
Jun 30, 2025	SIGMA PLANNING CORP	0.14%	4.81K	248.77K	-266	-5.24%
Jun 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.12%	4.11K	212.44K	8	+0.20%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	4.08K	211K	-37.43K	-90.17%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.11%	3.99K	206.58K	2	+0.05%
Jun 30, 2025	PRIVATE TRUST CO NA	0.01%	318	16.46K	0	0
Mar 31, 2025	G&S CAPITAL LLC	0.54%	19.55K	986.15K	586	+3.09%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.71%	25.61K	1.29M	2.04K	+8.66%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.89%	68.05K	3.43M	28.2K	+70.76%
Mar 31, 2025	MORGAN STANLEY	6.3%	227.3K	11.46M	-982	-0.43%
Mar 31, 2025	STONEX GROUP INC.	0.11%	4.13K	208.11K	4.13K	+100.00%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.11%	3.98K	201.39K	1	+0.03%
Mar 31, 2025	TOTAL INVESTMENT MANAGEMENT INC	37.31%	1.35M	67.88M	20.45K	+1.54%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.22%	7.79K	390.43K	1.84K	+30.86%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.22%	7.84K	395.39K	691	+9.67%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.15%	41.51K	2.09M	-772	-1.83%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	278	14.1K	0	0
Mar 31, 2025	NBC SECURITIES, INC.	0.03%	1.15K	58	1.15K	+114,900.00%
Mar 31, 2025	ARETE WEALTH ADVISORS, LLC	0.12%	4.48K	226K	0	0
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.13%	4.6K	231.86K	4.6K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.16%	5.91K	298.19K	5.91K	+100.00%
Mar 31, 2025	ARS WEALTH ADVISORS GROUP, LLC	0.36%	12.86K	648.52K	-325	-2.47%
Mar 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.4%	14.25K	718.79K	1.4K	+10.89%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.41%	14.95K	750.08K	9.18K	+158.82%
Mar 31, 2025	ROYAL BANK OF CANADA	0.43%	15.58K	786K	-4.78K	-23.49%
Mar 31, 2025	JANE STREET GROUP, LLC	0.26%	9.2K	464.08K	9.2K	+100.00%
Mar 31, 2025	CAPITAL ANALYSTS, LLC	0.01%	308	16K	214	+227.66%
Mar 31, 2025	PRIVATE TRUST CO NA	0.01%	318	16.04K	0	0
Mar 31, 2025	FMR LLC	0.02%	669	33.74K	536	+403.01%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.47%	17.1K	862.29K	-703	-3.95%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.51%	18.5K	933.1K	18.5K	+100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.36%	48.9K	2.47M	33.64K	+220.39%
Mar 31, 2025	LPL FINANCIAL LLC	7.07%	254.93K	12.86M	-6.83K	-2.61%
Mar 31, 2025	GLEN EAGLE ADVISORS, LLC	0.01%	200	10.09K	0	0
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.59%	21.17K	1.07M	14.13K	+200.70%
Mar 31, 2025	GAMMA INVESTING LLC	0.06%	2.03K	102.14K	0	0
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.11%	4K	201.85K	-60	-1.48%
Mar 31, 2025	TKG ADVISORS, LLC	0.14%	5.07K	255.84K	9	+0.18%
Mar 31, 2025	SIGMA PLANNING CORP	0.14%	5.07K	255.85K	-18	-0.35%
Mar 31, 2025	KEEL POINT, LLC	0.3%	10.94K	551.54K	353	+3.34%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.56%	20.03K	1.01M	-21.25K	-51.47%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.89%	32.26K	1.63M	-691	-2.10%
Mar 31, 2025	UBS GROUP AG	1.81%	65.39K	3.3M	-2.97K	-4.35%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.14%	41.19K	2.08M	7.91K	+23.76%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.58%	21K	1.06M	-1.51K	-6.69%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	165	8.32K	-270	-62.07%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.02%	800	40.35K	0	0
Mar 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.08%	2.87K	144.75K	10	+0.35%
Mar 31, 2025	DAYMARK WEALTH PARTNERS, LLC	0.11%	4.1K	206.65K	-1.51K	-26.89%
Mar 31, 2025	CITADEL ADVISORS LLC	0.58%	20.75K	1.05M	-5.9K	-22.15%
Mar 31, 2025	COMERICA BANK	0.01%	273	13.77K	0	0
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.92%	33.09K	1.67M	-3.05K	-8.43%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.12%	40.38K	2.04M	119	+0.30%
Mar 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.17%	6.05K	305.1K	-14.04K	-69.89%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.85%	102.78K	5.18M	49.53K	+93.01%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	7.04%	254.09K	12.82M	5.46K	+2.20%
Mar 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.16%	5.61K	283.18K	0	0
Mar 31, 2024	ICA GROUP WEALTH MANAGEMENT, LLC	0%	62	3.36K	0	0
Mar 31, 2024	GPS WEALTH STRATEGIES GROUP, LLC	0%	67	3.63K	0	0
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0%	90	4.87K	0	0
Mar 31, 2024	CAPITAL ANALYSTS, LLC	0%	94	5K	0	0
Mar 31, 2024	FMR LLC	0%	133	7.2K	130	+4,333.33%
Mar 31, 2024	GLOBAL TRUST ASSET MANAGEMENT, LLC	0%	201	10.87K	0	0
Mar 31, 2024	PACIFICA PARTNERS INC.	0.01%	236	12.41K	0	0
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	246	13.31K	0	0
Mar 31, 2024	JAFFETILCHIN INVESTMENT PARTNERS, LLC	0.12%	4.73K	256.07K	4.73K	+100.00%
Mar 31, 2024	PRIVATE TRUST CO NA	0.11%	4.6K	248.91K	0	0
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.13%	5.25K	284.39K	1.28K	+32.09%
Mar 31, 2024	TKG ADVISORS, LLC	0.13%	5.43K	293.75K	94	+1.76%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.14%	6.73K	364.57K	-43	-0.63%
Mar 31, 2024	LEVEL FOUR ADVISORY SERVICES, LLC	0.15%	6.13K	312.45K	0	0
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.16%	6.74K	365.15K	-1.94K	-22.38%
Mar 31, 2024	CETERA ADVISORS LLC	0.24%	9.72K	526.19K	2.06K	+26.93%
Mar 31, 2024	KEEL POINT, LLC	0.24%	10.04K	543.51K	-134	-1.32%
Mar 31, 2024	G&S CAPITAL LLC	0.53%	21.79K	1.18M	41	+0.19%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.55%	25.48K	1.38M	5.24K	+25.86%
Mar 31, 2024	SIGMA PLANNING CORP	0.7%	28.62K	1.55M	19K	+197.30%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.79%	37.15K	2.01M	2.04K	+5.81%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.9%	36.91K	2M	36.91K	+100.00%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.99%	40.39K	2.19M	12.18K	+43.17%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.18%	55.2K	2.99M	55.2K	+100.00%
Mar 31, 2024	UBS GROUP AG	1.48%	69.08K	3.74M	-13.51K	-16.36%
Mar 31, 2024	GLADSTONE INSTITUTIONAL ADVISORY LLC	1.48%	60.69K	3.29M	-1.2K	-1.95%
Mar 31, 2024	COMERICA BANK	0.01%	279	15.11K	279	+100.00%
Mar 31, 2024	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.01%	251	14K	-202	-44.59%
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0.01%	278	14.93M	278	+100.00%
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.01%	367	19.87K	0	0
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.01%	422	22.85K	422	+100.00%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	431	23.35K	0	0
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0.01%	480	25.99K	480	+100.00%
Mar 31, 2024	CWM, LLC	0.01%	573	31K	0	0
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.02%	800	43.32K	0	0
Mar 31, 2024	GAMMA INVESTING LLC	0.02%	931	50.41K	0	0
Mar 31, 2024	NBC SECURITIES, INC.	0.03%	1.15K	62K	0	0
Mar 31, 2024	FOUNDERS FINANCIAL ALLIANCE, LLC	0.07%	2.83K	153.29K	0	0
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.09%	4.26K	230.76K	-187.23K	-97.77%
Mar 31, 2024	PCG WEALTH ADVISORS, LLC	0.11%	4.4K	237.97K	4.4K	+100.00%
Mar 31, 2024	ARKADIOS WEALTH ADVISORS	0.13%	5.15K	278.78K	12	+0.23%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.25%	11.9K	644.07K	10.03K	+538.83%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.24%	58.05K	3.14M	720	+1.26%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.27%	59.53K	3.22M	-9.82K	-14.16%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	1.38%	56.46K	3.06M	-3.85K	-6.38%
Mar 31, 2024	KINGSVIEW WEALTH MANAGEMENT, LLC	1.42%	57.99K	3.14M	3.71K	+6.83%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	1.43%	66.61K	3.61M	-20.55K	-23.58%
Mar 31, 2024	ROYAL BANK OF CANADA	1.75%	81.65K	4.42M	-900	-1.09%
Mar 31, 2024	MORGAN STANLEY	4.6%	214.85K	11.63M	4.29K	+2.04%
Mar 31, 2024	TOTAL INVESTMENT MANAGEMENT INC	31.79%	1.3M	70.55M	-13.76K	-1.04%
Mar 31, 2024	CITADEL ADVISORS LLC	0.28%	12.94K	700.38K	-5.01K	-27.93%
Mar 31, 2024	ARS WEALTH ADVISORS GROUP, LLC	0.33%	13.55K	733.57K	5	+0.04%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.37%	15.13K	818.98K	15.13K	+100.00%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.43%	17.71K	958.77K	-506	-2.78%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.54%	22.11K	1.2M	-16	-0.07%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.61%	25.13K	1.36M	688	+2.81%
Mar 31, 2024	LPL FINANCIAL LLC	6.04%	282.41K	15.29M	-28.62K	-9.20%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	6.09%	284.83K	15.42M	-11.43K	-3.86%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-554	-100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.25%	57.33K	2.92M	-3.19K	-5.27%
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	1.32%	60.31K	3.08M	-52.22K	-46.40%
Dec 31, 2023	GLADSTONE INSTITUTIONAL ADVISORY LLC	1.35%	61.9K	3.16M	-513	-0.82%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.51%	69.35K	3.54M	-7.45K	-9.70%
Dec 31, 2023	ROYAL BANK OF CANADA	1.8%	82.55K	4.21M	-13.43K	-14.00%
Dec 31, 2023	UBS GROUP AG	1.8%	82.59K	4.21M	-25.23K	-23.40%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	1.9%	87.15K	4.45M	4.47K	+5.40%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	3.27%	149.62K	7.63M	149.62K	+100.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	4.18%	191.49K	9.77M	191.49K	+100.00%
Dec 31, 2023	MORGAN STANLEY	4.6%	210.56K	10.74M	-11.35K	-5.12%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	6.47%	296.26K	15.11M	-79.68K	-21.20%
Dec 31, 2023	LPL FINANCIAL LLC	6.79%	311.04K	15.86M	6.88K	+2.26%
Dec 31, 2023	TOTAL INVESTMENT MANAGEMENT INC	28.74%	1.32M	67.16M	10.76K	+0.82%
Dec 31, 2023	GLOBAL TRUST ASSET MANAGEMENT, LLC	0%	201	10.24K	0	0
Dec 31, 2023	PACIFICA PARTNERS INC.	0.01%	236	11.08K	0	0
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	246	12.52K	1	+0.41%
Dec 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.01%	367	18.72M	0	0
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	431	21.96K	2	+0.47%
Dec 31, 2023	TRANSAMERICA FINANCIAL ADVISORS, INC.	0.01%	453	24K	-30.19K	-98.52%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.01%	554	28.25K	554	+100.00%
Dec 31, 2023	CWM, LLC	0.01%	573	29K	0	0
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.02%	800	40.8K	0	0
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.02%	881	44.93K	0	0
Dec 31, 2023		0.02%	931	46.08K	931	+100.00%
Dec 31, 2023	SOUND INCOME STRATEGIES, LLC	0.02%	1.01K	51.31K	1.01K	+100.00%
Dec 31, 2023	NBC SECURITIES, INC.	0.03%	1.15K	58K	0	0
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.04%	1.86K	94.96K	-10.13K	-84.47%
Dec 31, 2023	FOUNDERS FINANCIAL ALLIANCE, LLC	0.06%	2.83K	144.38K	0	0
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.09%	3.98K	202.76K	3.98K	+100.00%
Dec 31, 2023	ARETE WEALTH ADVISORS, LLC	0.1%	4.48K	228.23K	4.48K	+100.00%
Dec 31, 2023	PRIVATE TRUST CO NA	0.1%	4.6K	234.45K	0	0
Dec 31, 2023	ARKADIOS WEALTH ADVISORS	0.11%	5.14K	262.01K	34	+0.67%
Dec 31, 2023	TKG ADVISORS, LLC	0.12%	5.33K	271.88K	100	+1.91%
Dec 31, 2023	LEVEL FOUR ADVISORY SERVICES, LLC	0.13%	6.13K	312.45K	538	+9.63%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.15%	6.78K	345.58K	-145	-2.10%
Dec 31, 2023	CETERA ADVISORS LLC	0.17%	7.66K	390.46K	589	+8.33%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.19%	8.69K	443.09K	3.38K	+63.62%
Dec 31, 2023	SIGMA PLANNING CORP	0.21%	9.63K	491.01K	-18.76K	-66.09%
Dec 31, 2023	KEEL POINT, LLC	0.22%	10.17K	518.75K	-1.88K	-15.59%
Dec 31, 2023	ARS WEALTH ADVISORS GROUP, LLC	0.3%	13.54K	690.65K	3	+0.02%
Dec 31, 2023	CITADEL ADVISORS LLC	0.39%	17.95K	915.3K	8.24K	+84.96%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.4%	18.21K	928.86K	0	0
Dec 31, 2023	WEALTHSOURCE PARTNERS, LLC	0.43%	19.53K	995.78K	-1.2K	-5.79%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.44%	20.24K	1.03M	-16.18K	-44.42%
Dec 31, 2023	G&S CAPITAL LLC	0.47%	21.75K	1.11M	-1.41K	-6.09%
Dec 31, 2023	DYNAMIC ADVISOR SOLUTIONS LLC	0.48%	22.13K	1.1M	-126	-0.57%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.53%	24.45K	1.25M	-2.4K	-8.94%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.62%	28.21K	1.44M	-4.6K	-14.01%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.77%	35.11K	1.79M	-22.92K	-39.50%
Dec 31, 2023	KINGSVIEW WEALTH MANAGEMENT, LLC	1.18%	54.29K	2.77M	14.28K	+35.69%

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