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

Who are the major shareholders selling First Trust Dorsey Wright Dynamic Focus 5 ETF stock?

ROYAL BANK OF CANADA, in the last quarter, reduced its stake in FVC by -1.74% restricting it's holding to 22.42 thousand shares of worth nearly $982.00K. SUN FINANCIAL INC also lessened -0% of the FVC shares from its portfolio, reducing its holding to 23.24 thousand shares of worth $974.35K. GENEOS WEALTH MANAGEMENT INC. also shunned FVC shares holding by -14.88% last quarter which brought its holding to 25.23 thousand shares worth $1.11M.

Investors who are buying FVC stock?

As per its latest 13F filing, SUSQUEHANNA INTERNATIONAL GROUP, LLP increased its stake in FVC by 47.83% in the last quarter. The institutional holder raised its holding to 21.79 thousand shares having worth more than $954.32K. GLOBAL RETIREMENT PARTNERS, LLC also added 100% more shares of FVC to its portfolio, raising its holding to 30.66 thousand shares of worth $1.34M. COMMONWEALTH EQUITY SERVICES, LLC also increased its FVC shares holding by 100% which brought its holding to 4.59 thousand shares worth $201.05K.

FVC's major insiders: who are they?

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

Did an insider recently sell FVC stock?

Company executives, directors, and other insiders own N/A percent of First Trust Dorsey Wright Dynamic Focus 5 ETF's stock. Within the last six months, there have been 0 transaction(s) in which FVC insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased FVC stock?

There have been 0 transaction(s) during the past 6-months in which First Trust Dorsey Wright Dynamic Focus 5 ETF insiders have bought stock, totalling 0 shares

How much of FVC does insiders own?

Around 0 First Trust Dorsey Wright Dynamic Focus 5 ETF shares are held by insiders, which represents about N/A of FVC stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in FVC?

SUSQUEHANNA INTERNATIONAL GROUP, LLP is the largest institutional owner in FVC which holds 21.79 thousand shares worth $954.32K or 0.77% of the total FVC shares outstanding followed by ROYAL BANK OF CANADA with ownership of 22.42 thousand shares representing 0.79% of the FVC ownership. SUN FINANCIAL INC is the third largest stakeholder with 23.24 thousand shares or 0.82% of the ownership worth more than $974.35K.

Is First Trust Dorsey Wright Dynamic Focus 5 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 FVC is concerned, it is a stock which is not optionable.

Is there a short position on FVC's shares?

Number of FVC 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 FVC shares are there?

As of today, null shares of FVC are outstanding.

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

FVC 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 FVC is null.

First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) 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. SUSQUEHANNA INTERNATIONAL GROUP, LLP is the top corporate investor, holding 21.79K shares valued at $954.32K. A 0.77% stake in First Trust Dorsey Wright Dynamic Focus 5 ETF is owned by the company. ROYAL BANK OF CANADA owns 22.42K shares valued at $982.00K, which translates its holding of 0.79% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.77%	21.79K	954.32K	7.05K	+47.83%
Jun 30, 2026	ROYAL BANK OF CANADA	0.79%	22.42K	982K	-396	-1.74%
Jun 30, 2026	SUN FINANCIAL INC	0.82%	23.24K	974.35K	-1	0.00%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.89%	25.23K	1.11M	-4.41K	-14.88%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	1.08%	30.66K	1.34M	30.66K	+100.00%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	1.16%	32.98K	1.45M	-400	-1.20%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.95%	55.39K	2.43M	-3.75K	-6.33%
Jun 30, 2026	UBS GROUP AG	3.69%	104.82K	4.59M	-16.15K	-13.35%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	4.43%	125.8K	5.51M	-2.63K	-2.05%
Jun 30, 2026	LPL FINANCIAL LLC	5.14%	146.06K	6.4M	-81.28K	-35.75%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	6.33%	179.65K	7.87M	-1.51K	-0.84%
Jun 30, 2026	MORGAN STANLEY	7.32%	207.93K	9.11M	-11.91K	-5.42%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	7.72%	219.32K	9.61M	-38.64K	-14.98%
Jun 30, 2026	PCG WEALTH ADVISORS, LLC	0.53%	15.07K	659.97K	0	0
Jun 30, 2026	MTM INVESTMENT MANAGEMENT, LLC	0.07%	1.97K	86.2K	-420	-17.59%
Jun 30, 2026	FIFTH THIRD BANCORP	0.09%	2.58K	113.04K	0	0
Jun 30, 2026	PRIVATE TRUST CO NA	0.12%	3.44K	150.75K	0	0
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	3.92K	171.56K	0	0
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	4.59K	201.05K	4.59K	+100.00%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.17%	4.8K	210K	4.8K	+100.00%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.18%	5.24K	229.55K	-235	-4.29%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.19%	5.41K	236.82K	5.41K	+100.00%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.21%	5.94K	241.45K	0	0
Jun 30, 2026	HOLOS INTEGRATED WEALTH LLC	0.24%	6.9K	285.51K	0	0
Jun 30, 2026	ELEMENT POINTE ADVISORS, LLC	0.27%	7.79K	341.06K	0	0
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.28%	7.92K	346.97K	-197	-2.43%
Jun 30, 2026	EWA, LLC	0.5%	14.26K	624.35K	14.26K	+100.00%
Jun 30, 2026	CITADEL ADVISORS LLC	0.49%	13.82K	605.12K	145	+1.06%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.44%	12.52K	548.15K	336	+2.76%
Jun 30, 2026	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.55%	15.69K	687.01K	0	0
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.55%	15.72K	688.52K	-1.19K	-7.02%
Jun 30, 2026	PROACTIVE WEALTH STRATEGIES LLC	0.56%	15.97K	699.42K	-740	-4.43%
Jun 30, 2026	WORLD EQUITY GROUP, INC.	0.6%	17.02K	745.32K	0	0
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.66%	18.67K	817.65K	207	+1.12%
Jun 30, 2026	OPPENHEIMER & CO INC	0.7%	19.79K	866.77K	-85	-0.43%
Jun 30, 2026	FMR LLC	0.01%	171	7.49K	0	0
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.01%	200	8.76K	0	0
Jun 30, 2026	KEY FINANCIAL INC	0.01%	221	9.68K	0	0
Jun 30, 2026	JPMORGAN CHASE & CO	0.01%	320	13.78K	0	0
Jun 30, 2026	ASSETMARK, INC	0.02%	678	29.7K	0	0
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.03%	892	39.07K	892	+100.00%
Jun 30, 2026	NBT BANK N A /NY	0.04%	1.12K	49.05K	-9.94K	-89.87%
Jun 30, 2026	US BANCORP \DE\	0.04%	1.13K	49.32K	0	0
Jun 30, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	1.25K	54.66K	0	0
Jun 30, 2026	TD WATERHOUSE CANADA INC.	0.05%	1.49K	63.84K	-331	-18.14%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	9.27K	406K	-300	-3.14%
Jun 30, 2026	KEYSTONE FINANCIAL GROUP	0.36%	10.28K	450.26K	0	0
Jun 30, 2026	MARINER, LLC	0.74%	21.13K	925.24K	-1.21K	-5.42%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.43%	12.09K	529.54K	-3.93K	-24.55%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.38%	10.75K	470.86K	-1.39K	-11.48%
Mar 31, 2026	GUARDIAN WEALTH ADVISORS, LLC / NC	0.01%	200	6.97K	200	+100.00%
Mar 31, 2026		0.01%	331	11.53K	331	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0.01%	320	10.85K	0	0
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	166	5.78K	0	0
Mar 31, 2026	FMR LLC	0.01%	171	5.96K	0	0
Mar 31, 2026	NBC SECURITIES, INC.	0.01%	162	5.66K	0	0
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.01%	200	6.97K	0	0
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.03%	778	27.1K	778	+100.00%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.06%	1.83K	64K	-1.44K	-44.05%
Mar 31, 2026	MTM INVESTMENT MANAGEMENT, LLC	0.08%	2.39K	83.17K	0	0
Mar 31, 2026	WEALTHSHIELD PARTNERS, LLC	0.09%	2.44K	84.88K	0	0
Mar 31, 2026	FIFTH THIRD BANCORP	0.09%	2.58K	89.89K	2.58K	+100.00%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.14%	3.92K	136.42K	3.92K	+100.00%
Mar 31, 2026	KEYSTONE FINANCIAL GROUP	0.36%	10.28K	358.04K	-1.01K	-8.96%
Mar 31, 2026	NBT BANK N A /NY	0.39%	11.06K	385.02K	11.02K	+30,608.33%
Mar 31, 2026	WORLD EQUITY GROUP, INC.	0.6%	17.02K	592.67K	-3.43K	-16.78%
Mar 31, 2026	ROYAL BANK OF CANADA	0.8%	22.82K	795K	-449	-1.93%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	1.04%	29.64K	1.03M	2.8K	+10.43%
Mar 31, 2026	LPL FINANCIAL LLC	8.01%	227.34K	7.92M	44.12K	+24.08%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	9.08%	257.96K	8.98M	-45.76K	-15.07%
Mar 31, 2026	CITADEL ADVISORS LLC	0.48%	13.67K	476.13K	13.67K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.52%	14.74K	513.33K	-35.16K	-70.46%
Mar 31, 2026	PCG WEALTH ADVISORS, LLC	0.53%	15.07K	524.8K	0	0
Mar 31, 2026	PRIVATE TRUST CO NA	0.12%	3.44K	119.88K	0	0
Mar 31, 2026	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.55%	15.69K	546.3K	-866	-5.23%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.56%	16.02K	558.07K	2.79K	+21.04%
Mar 31, 2026	PROACTIVE WEALTH STRATEGIES LLC	0.59%	16.71K	581.94K	8.12K	+94.49%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.6%	16.91K	588.83K	-1.94K	-10.29%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.65%	18.46K	643K	-1.03K	-5.30%
Mar 31, 2026	OPPENHEIMER & CO INC	0.7%	19.88K	692.2K	-588	-2.87%
Mar 31, 2026	MARINER, LLC	0.79%	22.34K	777.88K	-1.93K	-7.93%
Mar 31, 2026	ARBOR CAPITAL MANAGEMENT INC /ADV	0%	0	-	-5.85K	-100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	81	2.85K	-67	-45.27%
Mar 31, 2026	MORGAN STANLEY	7.74%	219.84K	7.66M	-3.3K	-1.48%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.19%	5.48K	190.72K	0	0
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.21%	5.94K	222.09K	-57	-0.95%
Mar 31, 2026	HOLOS INTEGRATED WEALTH LLC	0.24%	6.9K	243.85K	-650	-8.61%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	9.57K	333K	-164	-1.69%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.08%	59.13K	2.06M	-299	-0.50%
Mar 31, 2026	UBS GROUP AG	4.26%	120.97K	4.21M	-1.57K	-1.28%
Mar 31, 2026	ASSETMARK, INC	0.02%	678	23.61K	0	0
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	1.18%	33.38K	1.16M	-1.31K	-3.76%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	4.52%	128.43K	4.47M	-28.07K	-17.93%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	6.38%	181.17K	6.31M	4.4K	+2.49%
Mar 31, 2026	US BANCORP \DE\	0.04%	1.13K	39.22K	-263	-18.95%
Mar 31, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	1.25K	43.47K	0	0
Mar 31, 2026	ELEMENT POINTE ADVISORS, LLC	0.27%	7.79K	271.2K	0	0
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.29%	8.12K	282.77K	1.36K	+20.03%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.43%	12.18K	424.21K	-6.13K	-33.48%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.43%	12.15K	422.97K	-474	-3.76%
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-14.71K	-100.00%
Mar 31, 2026	ADVISORTRUST PARTNERS, LLC	0.01%	331	11.53K	331	+100.00%
Mar 31, 2026	SUN FINANCIAL INC	0.82%	23.24K	942.55K	-426	-1.80%
Mar 31, 2026	CWM, LLC	0%	110	3.83K	110	+100.00%
Mar 31, 2026	KEY FINANCIAL INC	0.01%	221	7.7K	0	0
Dec 31, 2025	HARVEST INVESTMENT SERVICES, LLC	0%	0	-	-19.73K	-100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.21%	34.69K	1.26M	-9.76K	-21.97%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.71%	49.9K	1.81M	21.7K	+76.96%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.02%	59.43K	2.16M	-3.69K	-5.84%
Dec 31, 2025	UBS GROUP AG	4.2%	122.54K	4.46M	-909	-0.74%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	5.36%	156.49K	5.69M	149	+0.10%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	6.06%	176.76K	6.43M	-7.41K	-4.02%
Dec 31, 2025	LPL FINANCIAL LLC	6.36%	183.22K	6.66M	-34.93K	-16.01%
Dec 31, 2025	MORGAN STANLEY	7.65%	223.14K	8.12M	-12.3K	-5.22%
Dec 31, 2025	NBT BANK N A /NY	0%	36	422.52K	0	0
Dec 31, 2025	NBC SECURITIES, INC.	0.01%	162	5.91K	1	+0.62%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	166	6.04K	0	0
Dec 31, 2025	FMR LLC	0.01%	171	6.22K	0	0
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.01%	200	7.27K	0	0
Dec 31, 2025	KEY FINANCIAL INC	0.01%	221	8.04K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.01%	320	11.67K	-137	-29.98%
Dec 31, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.08%	2.39K	86.85K	0	0
Dec 31, 2025	ATRIA INVESTMENTS, INC	0.65%	18.85K	685.43K	-907	-4.59%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.66%	19.5K	708.99K	-4.49K	-18.72%
Dec 31, 2025	WORLD EQUITY GROUP, INC.	0.7%	20.45K	743.62K	-277	-1.34%
Dec 31, 2025	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.57%	16.55K	601.95K	107	+0.65%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.63%	18.31K	665.95K	-5.47K	-23.02%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	10.55%	303.72K	11.05M	-14.98K	-4.70%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.19%	5.48K	199.15K	0	0
Dec 31, 2025	ARBOR CAPITAL MANAGEMENT INC /ADV	0.2%	5.85K	221.07K	-1.1K	-15.78%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.21%	5.99K	230.87K	-837	-12.25%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	6.76K	245.99K	-1.03K	-13.24%
Dec 31, 2025	HOLOS INTEGRATED WEALTH LLC	0.26%	7.55K	279.46K	0	0
Dec 31, 2025	ELEMENT POINTE ADVISORS, LLC	0.27%	7.79K	283.2K	0	0
Dec 31, 2025	PROACTIVE WEALTH STRATEGIES LLC	0.3%	8.59K	312.44K	68	+0.80%
Dec 31, 2025	COMERICA BANK	0.09%	2.58K	93.87K	0	0
Dec 31, 2025	ASSETMARK, INC	0.02%	678	24.66K	0	0
Dec 31, 2025	US BANCORP \DE\	0.05%	1.39K	50.52K	12	+0.87%
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	1.25K	45.39K	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	9.73K	354K	9.73K	+100.00%
Dec 31, 2025	KEYSTONE FINANCIAL GROUP	0.39%	11.29K	410.68K	-101	-0.89%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.43%	12.62K	458.94K	925	+7.91%
Dec 31, 2025	OPPENHEIMER & CO INC	0.7%	20.46K	744.2K	-336	-1.62%
Dec 31, 2025	ROYAL BANK OF CANADA	0.8%	23.27K	846K	-139	-0.59%
Dec 31, 2025		0.81%	23.67K	860.71K	23.67K	+100.00%
Dec 31, 2025	MARINER, LLC	0.82%	24.26K	882.3K	-1.62K	-6.27%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	148	5.38K	-691	-82.36%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-9.07K	-100.00%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.92%	26.84K	976.17K	-5.02K	-15.76%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	1.11%	31.94K	1.16M	121	+0.38%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0%	0	-	-17.97K	-100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0%	0	-	-8.35K	-100.00%
Dec 31, 2025	WEALTHSHIELD PARTNERS, LLC	0.08%	2.44K	88.63K	-51	-2.05%
Dec 31, 2025	TD WATERHOUSE CANADA INC.	0.11%	3.26K	118.41K	0	0
Dec 31, 2025	PRIVATE TRUST CO NA	0.12%	3.44K	125.18K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.45%	13.24K	481.47K	-3.55K	-21.14%
Dec 31, 2025	JANE STREET GROUP, LLC	0.5%	14.71K	534.94K	14.71K	+100.00%
Dec 31, 2025	PCG WEALTH ADVISORS, LLC	0.52%	15.07K	548K	3	+0.02%
Sep 30, 2025	NBC SECURITIES, INC.	0.01%	161	5.81K	1	+0.63%
Sep 30, 2025	LPL FINANCIAL LLC	7.05%	218.14K	7.87M	-10.34K	-4.53%
Sep 30, 2025	PCG WEALTH ADVISORS, LLC	0.49%	15.07K	543.47K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	5.05%	156.35K	5.64M	-577	-0.37%
Sep 30, 2025	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.53%	16.45K	593.25K	-135	-0.81%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.58%	17.97K	648.38K	-379	-2.07%
Sep 30, 2025	KEYSTONE FINANCIAL GROUP	0.37%	11.39K	404.79K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.04%	63.12K	2.28M	-284.92K	-81.87%
Sep 30, 2025	ELEMENT POINTE ADVISORS, LLC	0.25%	7.79K	280.92K	0	0
Sep 30, 2025	PRIVATE TRUST CO NA	0.11%	3.44K	124.17K	-250	-6.77%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.01%	200	7.22K	0	0
Sep 30, 2025	MORGAN STANLEY	7.61%	235.44K	8.49M	-19.8K	-7.76%
Sep 30, 2025	MARINER, LLC	0.84%	25.88K	933.74K	1.21K	+4.92%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.54%	16.79K	605.62K	-10.36K	-38.15%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.38%	11.69K	421.88K	-71	-0.60%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.18%	5.48K	197.55K	0	0
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.11%	3.26K	117.4K	-12.36K	-79.11%
Sep 30, 2025	UBS GROUP AG	3.99%	123.45K	4.45M	-8.86K	-6.70%
Sep 30, 2025	KEY FINANCIAL INC	0.01%	221	7.97K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.77%	23.78K	858.24K	-641	-2.62%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	7.8K	281.23K	109	+1.42%
Sep 30, 2025	ARBOR CAPITAL MANAGEMENT INC /ADV	0.22%	6.95K	250.62K	-881	-11.25%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	9.07K	327K	-6.85K	-43.04%
Sep 30, 2025	PROACTIVE WEALTH STRATEGIES LLC	0.28%	8.52K	307.46K	-3	-0.04%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.27%	8.35K	301.12K	-4	-0.05%
Sep 30, 2025	COMERICA BANK	0.08%	2.58K	93.11K	0	0
Sep 30, 2025	US BANCORP \DE\	0.04%	1.38K	49.67K	124	+9.90%
Sep 30, 2025	ASSETMARK, INC	0.02%	678	24.46K	378	+126.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	457	16.52K	137	+42.81%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	1.03%	31.82K	1.15M	2.42K	+8.23%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	1.25K	45.02K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.03%	839	30.27K	0	0
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	166	5.99K	0	0
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	10.3%	318.7K	11.5M	-10.84K	-3.29%
Sep 30, 2025	WEALTHSHIELD PARTNERS, LLC	0.08%	2.49K	89.76K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	5.95%	184.17K	6.64M	-22.45K	-10.87%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.91%	28.2K	1.02M	22.27K	+375.64%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.64%	19.75K	712.61K	69	+0.35%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.44%	44.45K	1.6M	-3.61K	-7.51%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	1.03%	31.86K	1.15M	-300	-0.93%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.78%	23.99K	865.25K	-21.8K	-47.61%
Sep 30, 2025	ROYAL BANK OF CANADA	0.76%	23.4K	844K	-6.89K	-22.75%
Sep 30, 2025	OPPENHEIMER & CO INC	0.67%	20.8K	750.32K	-655	-3.05%
Sep 30, 2025	WORLD EQUITY GROUP, INC.	0.67%	20.72K	747.62K	-280	-1.33%
Sep 30, 2025	HARVEST INVESTMENT SERVICES, LLC	0.64%	19.73K	711.9K	-33	-0.17%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.22%	6.83K	247.74K	42	+0.62%
Sep 30, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.08%	2.39K	86.15K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	0	-	-198	-100.00%
Sep 30, 2025	HOLOS INTEGRATED WEALTH LLC	0.24%	7.55K	270.34K	0	0
Sep 30, 2025	NBT BANK N A /NY	0%	36	419.12K	-12.13K	-99.70%
Sep 30, 2025	FMR LLC	0.01%	171	6.17K	-150	-46.73%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-5.73K	-100.00%
Sep 30, 2025	INVESTORS RESEARCH CORP	0%	0	-	-312	-100.00%
Sep 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0%	0	-	-200	-100.00%
Jun 30, 2025	MORGAN STANLEY	8.03%	255.23K	9.07B	-4.43K	-1.70%
Jun 30, 2025	WORLD EQUITY GROUP, INC.	0.66%	21K	746.27K	2.21K	+11.77%
Jun 30, 2025	MARINER, LLC	0.78%	24.67K	876.52K	-5.78K	-18.97%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.93%	29.4K	1.04M	29.4K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	10.95%	348.04K	12.37M	133.23K	+62.03%
Jun 30, 2025		0.24%	7.55K	270.14K	-438	-5.48%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.24%	7.69K	273.12K	-657	-7.87%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.37%	11.77K	418.01K	5.07K	+75.75%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.77%	24.42K	867.81K	6.47K	+36.02%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.5%	15.92K	566K	-1.28K	-7.46%
Jun 30, 2025	OPPENHEIMER & CO INC	0.68%	21.45K	762.26K	-41	-0.19%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.85%	27.14K	964.42K	7.97K	+41.57%
Jun 30, 2025	ROYAL BANK OF CANADA	0.95%	30.3K	1.08M	-1.13K	-3.59%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	6.5%	206.62K	7.34M	14.04K	+7.29%
Jun 30, 2025	KEYSTONE FINANCIAL GROUP	0.36%	11.39K	404.79K	0	0
Jun 30, 2025	ELEMENT POINTE ADVISORS, LLC	0.25%	7.79K	276.67K	0	0
Jun 30, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.08%	2.39K	84.85K	0	0
Jun 30, 2025	TD WATERHOUSE CANADA INC.	0.49%	15.62K	554.09K	-116.84K	-88.21%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.62%	19.69K	699.42K	-4.87K	-19.82%
Jun 30, 2025	INVESTORS RESEARCH CORP	0.01%	312	11.09K	0	0
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	1.44%	45.78K	1.63M	-248	-0.54%
Jun 30, 2025	PCG WEALTH ADVISORS, LLC	0.47%	15.07K	535.26K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	5.93K	210.62K	-16.26K	-73.28%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	5.73K	204K	-293	-4.86%
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.17%	5.48K	194.56K	5.48K	+100.00%
Jun 30, 2025	PROACTIVE WEALTH STRATEGIES LLC	0.27%	8.53K	303K	58	+0.68%
Jun 30, 2025	HOLOS INTEGRATED WEALTH LLC	0.24%	7.55K	270.14K	-438	-5.48%
Jun 30, 2025	PRIVATE TRUST CO NA	0.12%	3.69K	131.18K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.26%	8.35K	296.71K	-393	-4.49%
Jun 30, 2025	KEY FINANCIAL INC	0.01%	221	7.85K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	7.19%	228.48K	8.12M	-9.1K	-3.83%
Jun 30, 2025	ARBOR CAPITAL MANAGEMENT INC /ADV	0.25%	7.83K	280.98K	-803	-9.30%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.21%	6.79K	243.68K	72	+1.07%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	1.01%	32.16K	1.14M	19.14K	+146.95%
Jun 30, 2025	NBT BANK N A /NY	0.38%	12.17K	432.4K	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0.01%	320	11.4K	0	0
Jun 30, 2025	HARVEST INVESTMENT SERVICES, LLC	0.62%	19.77K	702.33K	33	+0.17%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.58%	18.35K	652.05K	1.31K	+7.67%
Jun 30, 2025	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.52%	16.58K	589.1K	1.46K	+9.64%
Jun 30, 2025	US BANCORP \DE\	0.04%	1.25K	44.5K	1.25K	+100.00%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.01%	200	7.11K	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.03%	839	29.81K	691	+466.89%
Jun 30, 2025	ASSETMARK, INC	0.01%	300	10.66K	300	+100.00%
Jun 30, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.01%	200	7.11K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	198	7.04K	-59	-22.96%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.01%	166	5.9K	0	0
Jun 30, 2025	NBC SECURITIES, INC.	0.01%	160	5	2	+1.27%
Jun 30, 2025	COMERICA BANK	0.08%	2.58K	91.7K	0	0
Jun 30, 2025	WEALTHSHIELD PARTNERS, LLC	0.08%	2.49K	88.4K	0	0
Jun 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.04%	1.25K	44.34K	0	0
Jun 30, 2025	FMR LLC	0.01%	321	11.41K	150	+87.72%
Jun 30, 2025	IFP ADVISORS, INC	0%	0	-	-11	-100.00%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	0	-	-14.62K	-100.00%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	0	-	-410	-100.00%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-8.07K	-100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.94%	156.92K	5.58M	-806	-0.51%
Jun 30, 2025	UBS GROUP AG	4.16%	132.31K	4.7M	-69.23K	-34.35%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.51%	48.06K	1.71M	20.84K	+76.53%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	10.37%	329.54K	11.71M	11.86K	+3.73%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.67%	24.55K	863.7K	-2.12K	-7.95%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.18%	6.69K	235.5K	135	+2.06%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	5.23%	192.59K	6.78M	-770	-0.40%
Mar 31, 2025	PCG WEALTH ADVISORS, LLC	0.41%	15.07K	529.99K	0	0
Mar 31, 2025	FMR LLC	0%	171	6.02K	0	0
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	1.25%	46.03K	1.62M	-4.03K	-8.04%
Mar 31, 2025	ROYAL BANK OF CANADA	0.85%	31.42K	1.11M	-5.04K	-13.82%
Mar 31, 2025	WORLD EQUITY GROUP, INC.	0.51%	18.79K	668.2K	5.41K	+40.40%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.35%	13.02K	458.15K	-665	-4.86%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	6.03K	212K	-101	-1.65%
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	410	14.44K	2	+0.49%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	4.29%	157.73K	5.55M	-7.77K	-4.70%
Mar 31, 2025	MARINER, LLC	0.83%	30.45K	1.07M	-2.41K	-7.33%
Mar 31, 2025	MTM INVESTMENT MANAGEMENT, LLC	0.06%	2.39K	84.25K	0	0
Mar 31, 2025	WEALTHSHIELD PARTNERS, LLC	0.07%	2.49K	87.53K	51	+2.09%
Mar 31, 2025	JPMORGAN CHASE & CO	0.01%	320	11.29K	-35	-9.86%
Mar 31, 2025	INVESTORS RESEARCH CORP	0.01%	312	10.98K	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	257	9.03K	1	+0.39%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.18%	6.72K	233.23K	6.72K	+100.00%
Mar 31, 2025	ELEMENT POINTE ADVISORS, LLC	0.21%	7.79K	273.95K	0	0
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.22%	8.07K	283.98K	-1.45K	-15.20%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	8.34K	293.52K	6	+0.07%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	17.2K	605K	847	+5.18%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.49%	17.96K	631.8K	11.85K	+193.83%
Mar 31, 2025	OPPENHEIMER & CO INC	0.58%	21.5K	756.19K	-150	-0.69%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.01%	200	7.04K	0	0
Mar 31, 2025	KEY FINANCIAL INC	0.01%	221	7.78K	0	0
Mar 31, 2025	PRIVATE TRUST CO NA	0.1%	3.69K	129.89K	0	0
Mar 31, 2025	KEYSTONE FINANCIAL GROUP	0.31%	11.39K	400.81K	-1.18K	-9.40%
Mar 31, 2025	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.41%	15.12K	531.99K	0	0
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.46%	17.04K	599.61K	-8.29K	-32.72%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.52%	19.17K	674.51K	-12.63K	-39.71%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.6%	22.19K	780.61K	-11.24K	-33.63%
Mar 31, 2025	LPL FINANCIAL LLC	6.46%	237.58K	8.36M	-59.09K	-19.92%
Mar 31, 2025	MORGAN STANLEY	7.06%	259.66K	9.13M	-13.62K	-4.99%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	8.63%	317.68K	11.18M	-5.79K	-1.79%
Mar 31, 2025	NBT BANK N A /NY	0.33%	12.17K	428.14K	-1.44K	-10.56%
Mar 31, 2025	CITADEL ADVISORS LLC	1.27%	46.79K	1.65M	46.79K	+100.00%
Mar 31, 2025	TD WATERHOUSE CANADA INC.	3.6%	132.46K	4.66M	-1.24K	-0.93%
Mar 31, 2025	UBS GROUP AG	5.48%	201.54K	7.09M	-15.04K	-6.94%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	5.84%	214.8K	7.56M	106.68K	+98.67%
Mar 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.03%	1.25K	43.91K	0	0
Mar 31, 2025	GUARDIAN WEALTH ADVISORS, LLC / NC	0.01%	200	7.04K	0	0
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.74%	27.22K	958K	-91	-0.33%
Mar 31, 2025		0.22%	7.99K	281.05K	0	0
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.4%	14.62K	514.47K	14.62K	+100.00%
Mar 31, 2025	HARVEST INVESTMENT SERVICES, LLC	0.54%	19.73K	694.24K	0	0
Mar 31, 2025	COMERICA BANK	0.07%	2.58K	90.8K	0	0
Mar 31, 2025	ARBOR CAPITAL MANAGEMENT INC /ADV	0.23%	8.63K	304.09K	35	+0.41%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.24%	8.74K	307.62K	1.08K	+14.02%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.15%	7.29K	251.58K	616	+9.23%
Mar 31, 2024	ELEMENT POINTE ADVISORS, LLC	0.17%	7.79K	268.73K	0	0
Mar 31, 2024	PCG WEALTH ADVISORS, LLC	0.34%	15.42K	531.97K	0	0
Mar 31, 2024	NBT BANK N A /NY	0.36%	16.27K	561.37K	-894	-5.21%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.36%	18.09K	624.11K	1.96K	+12.13%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.41%	18.49K	637.99K	-800	-4.15%
Mar 31, 2024	ARBOR CAPITAL MANAGEMENT INC /ADV	0.19%	8.45K	288.12K	8.45K	+100.00%
Mar 31, 2024	ARKADIOS WEALTH ADVISORS	0.2%	9K	310.49K	0	0
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.2%	9.14K	315.53K	9.14K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.21%	10.28K	354.59K	-324	-3.06%
Mar 31, 2024	EQIS CAPITAL MANAGEMENT, INC.	0.22%	10.03K	346.17K	-4.71K	-31.97%
Mar 31, 2024	KEYSTONE FINANCIAL GROUP	0.3%	13.75K	474.65K	-1.06K	-7.16%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	15.42K	532K	916	+6.32%
Mar 31, 2024	LINCOLN NATIONAL CORP	0.33%	14.89K	513.99K	20	+0.13%
Mar 31, 2024	TRUEBLOOD WEALTH MANAGEMENT, LLC	0.33%	15.12K	521.86K	-111	-0.73%
Mar 31, 2024	CITADEL ADVISORS LLC	0.45%	22.64K	781.34K	22.64K	+100.00%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.49%	22.22K	767K	22.22K	+100.00%
Mar 31, 2024	OPPENHEIMER & CO INC	0.54%	24.49K	845.01K	-267	-1.08%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.55%	27.27K	941.27K	-15.44K	-36.15%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	0.56%	25.64K	884.71K	-3.25K	-11.25%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.58%	29.17K	1.01M	-729	-2.44%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.03%	51.52K	1.78M	-9.24K	-15.21%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.56%	77.56K	2.68M	-1.74K	-2.19%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	1.72%	78.4K	2.71M	-12.98K	-14.21%
Mar 31, 2024	TD WATERHOUSE CANADA INC.	2.08%	94.69K	3.4M	9.57K	+11.24%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	2.37%	107.81K	3.72M	-48.25K	-30.92%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	4.44%	221.45K	7.64M	-3.05K	-1.36%
Mar 31, 2024	GUARDIAN WEALTH ADVISORS, LLC / NC	0.01%	400	13.8K	-121	-23.22%
Mar 31, 2024	INVESTORS RESEARCH CORP	0.01%	312	10.77K	312	+100.00%
Mar 31, 2024	FMR LLC	0%	0	-	-1	-100.00%
Mar 31, 2024	GRADIENT INVESTMENTS LLC	0%	100	3.45K	100	+100.00%
Mar 31, 2024	EVERSOURCE WEALTH ADVISORS, LLC	0%	166	5.44K	0	0
Mar 31, 2024	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	0%	190	6.58K	190	+100.00%
Mar 31, 2024	UBS GROUP AG	5.42%	270.03K	9.32M	-25.63K	-8.67%
Mar 31, 2024	LPL FINANCIAL LLC	5.51%	274.83K	9.48M	-92.15K	-25.11%
Mar 31, 2024	KEY FINANCIAL INC	0%	221	7.63K	0	0
Mar 31, 2024	NBC SECURITIES, INC.	0.01%	260	8K	1	+0.39%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.51%	23.18K	799.91K	6.76K	+41.16%
Mar 31, 2024	MARINER, LLC	0.84%	38.43K	1.33M	-101.1K	-72.46%
Mar 31, 2024	ROYAL BANK OF CANADA	0.89%	44.39K	1.53M	-1.43K	-3.12%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	4.02%	200.41K	6.92M	2.86K	+1.45%
Mar 31, 2024	MORGAN STANLEY	13.42%	668.92K	23.08M	-49.8K	-6.93%
Mar 31, 2024	APTUS CAPITAL ADVISORS, LLC	0.01%	400	13.8K	-121	-23.22%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	494	17.05K	0	0
Mar 31, 2024	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	470	16.22K	0	0
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.02%	999	34.48K	-2.75K	-73.33%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	1.27K	43.83K	-350	-21.60%
Mar 31, 2024	FOUNDERS FINANCIAL ALLIANCE, LLC	0.03%	1.28K	44.32K	0	0
Mar 31, 2024	COMERICA BANK	0.05%	2.58K	89.07K	0	0
Mar 31, 2024	MTM INVESTMENT MANAGEMENT, LLC	0.05%	2.39K	82.41K	0	0
Mar 31, 2024	WEALTHSHIELD PARTNERS, LLC	0.05%	2.49K	85.86K	-410	-14.15%
Mar 31, 2024	PRIVATE TRUST CO NA	0.08%	3.86K	133.11K	0	0
Mar 31, 2024	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.1%	4.45K	153.5K	-1.7K	-27.66%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.13%	6.03K	208.16K	-200	-3.21%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.14%	6.31K	217.76K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.14%	6.53K	225.32K	0	0
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	1.62K	52.68K	920	+131.43%
Dec 31, 2023	COMERICA BANK	0.05%	2.58K	84.6K	-2.07K	-44.48%
Dec 31, 2023	WEALTHSHIELD PARTNERS, LLC	0.06%	2.9K	94.99K	0	0
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0.07%	3.75K	122.78K	-1.4K	-27.22%
Dec 31, 2023	PRIVATE TRUST CO NA	0.08%	3.86K	126.42K	0	0
Dec 31, 2023	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.12%	6.15K	201K	-3.14K	-33.83%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.12%	6.23K	204.26K	6.23K	+100.00%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.13%	6.31K	206.82K	6.31K	+100.00%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.13%	6.53K	214K	128	+2.00%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.13%	6.67K	218.75K	2.3K	+52.69%
Dec 31, 2023	ELEMENT POINTE ADVISORS, LLC	0.16%	7.79K	255.23K	7.79K	+100.00%
Dec 31, 2023	ARKADIOS WEALTH ADVISORS	0.18%	9K	294.89K	0	0
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.21%	10.6K	347.4K	-4.56K	-30.10%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	14.5K	475K	-11.54K	-44.31%
Dec 31, 2023	EQIS CAPITAL MANAGEMENT, INC.	0.29%	14.74K	483.26K	1.15K	+8.45%
Dec 31, 2023	KEYSTONE FINANCIAL GROUP	0.3%	14.82K	485.56K	-2.11K	-12.48%
Dec 31, 2023	LINCOLN NATIONAL CORP	0.3%	14.87K	487.53K	34	+0.23%
Dec 31, 2023	PCG WEALTH ADVISORS, LLC	0.31%	15.42K	505.25K	-490	-3.08%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.33%	16.42K	538.17K	-1.57K	-8.74%
Dec 31, 2023	NBT BANK N A /NY	0.34%	17.16K	562.47K	17.16K	+100.00%
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.38%	19.29K	632.23K	-1.92K	-9.05%
Dec 31, 2023	OPPENHEIMER & CO INC	0.49%	24.75K	811.31K	151	+0.61%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.58%	28.89K	946.73K	16	+0.06%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.6%	29.9K	980K	-1.39K	-4.44%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.85%	42.71K	1.4M	-38.24K	-47.24%
Dec 31, 2023	ROYAL BANK OF CANADA	0.91%	45.82K	1.5M	-22.39K	-32.83%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.21%	60.76K	1.99M	-72.68K	-54.47%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.58%	79.3K	2.6M	-12.8K	-13.90%
Dec 31, 2023		0.3%	15.23K	499.28K	15.23K	+100.00%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	1.82%	91.38K	3M	-72.36K	-44.19%
Dec 31, 2023	ATRIA INVESTMENTS, INC	2.52%	126.35K	4.14M	2.08K	+1.67%
Dec 31, 2023	MARINER, LLC	2.78%	139.53K	4.57M	1.93K	+1.40%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	3.11%	156.06K	5.11M	-3.13K	-1.96%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.93%	197.55K	6.47M	-20.96K	-9.59%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	4.47%	224.5K	7.36M	-17.54K	-7.25%
Dec 31, 2023	UBS GROUP AG	5.89%	295.66K	9.69M	-37.41K	-11.23%
Dec 31, 2023	LPL FINANCIAL LLC	7.31%	366.98K	12.03M	-245.08K	-40.04%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	8.37%	420.33K	13.78M	313.67K	+294.08%
Dec 31, 2023	MORGAN STANLEY	14.31%	718.72K	23.56M	-575.89K	-44.48%
Dec 31, 2023	EVERSOURCE WEALTH ADVISORS, LLC	0%	166	5.44K	0	0
Dec 31, 2023	KEY FINANCIAL INC	0%	221	7.24K	0	0
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.01%	252	8.26K	1	+0.40%
Dec 31, 2023	NBC SECURITIES, INC.	0.01%	259	8K	1	+0.39%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	470	15.41K	0	0
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	494	16.19K	-983	-66.55%
Dec 31, 2023	GUARDIAN WEALTH ADVISORS, LLC / NC	0.01%	521	17.08K	-125	-19.35%
Dec 31, 2023	APTUS CAPITAL ADVISORS, LLC	0.01%	521	17.08K	-125	-19.35%
Dec 31, 2023	FOUNDERS FINANCIAL ALLIANCE, LLC	0.03%	1.28K	42.08K	0	0
Dec 31, 2023	MTM INVESTMENT MANAGEMENT, LLC	0.05%	2.39K	78.27K	0	0

Frequently Asked Questions