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

Who are the major shareholders selling iShares Currency Hedged MSCI ACWI ex U.S. ETF stock?

WHITAKER-MYERS WEALTH MANAGERS, LTD., in the last quarter, reduced its stake in HAWX by -0.1% restricting it's holding to 13.02 thousand shares of worth nearly $605.57K. ADVISOR GROUP HOLDINGS, INC. also lessened -4.39% of the HAWX shares from its portfolio, reducing its holding to 307.63 thousand shares of worth $14.30M. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC also shunned HAWX shares holding by -17.57% last quarter which brought its holding to 17.32 thousand shares worth $790.17K.

Investors who are buying HAWX stock?

As per its latest 13F filing, EQUITABLE HOLDINGS, INC. increased its stake in HAWX by 11.83% in the last quarter. The institutional holder raised its holding to 70.41 thousand shares having worth more than $3.27M. PACIFIC FINANCIAL GROUP INC also added 22% more shares of HAWX to its portfolio, raising its holding to 80.06 thousand shares of worth $3.72M. BANK OF AMERICA CORP /DE/ also increased its HAWX shares holding by 4.94% which brought its holding to 113.28 thousand shares worth $5.27M.

HAWX's major insiders: who are they?

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

Did an insider recently sell HAWX stock?

Company executives, directors, and other insiders own N/A percent of iShares Currency Hedged MSCI ACWI ex U.S. ETF's stock. Within the last six months, there have been 0 transaction(s) in which HAWX insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased HAWX stock?

There have been 0 transaction(s) during the past 6-months in which iShares Currency Hedged MSCI ACWI ex U.S. ETF insiders have bought stock, totalling 0 shares

How much of HAWX does insiders own?

Around 0 iShares Currency Hedged MSCI ACWI ex U.S. ETF shares are held by insiders, which represents about N/A of HAWX stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in HAWX?

EQUITABLE HOLDINGS, INC. is the largest institutional owner in HAWX which holds 70.41 thousand shares worth $3.27M or 0.9% of the total HAWX shares outstanding followed by PACIFIC FINANCIAL GROUP INC with ownership of 80.06 thousand shares representing 1.03% of the HAWX ownership. BANK OF AMERICA CORP /DE/ is the third largest stakeholder with 113.28 thousand shares or 1.45% of the ownership worth more than $5.27M.

Is iShares Currency Hedged MSCI ACWI ex U.S. 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 HAWX is concerned, it is a stock which is not optionable.

Is there a short position on HAWX's shares?

Number of HAWX 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 HAWX shares are there?

As of today, null shares of HAWX are outstanding.

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

HAWX 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 HAWX is null.

iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) 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. EQUITABLE HOLDINGS, INC. is the top corporate investor, holding 70.41K shares valued at $3.27M. A 0.9% stake in iShares Currency Hedged MSCI ACWI ex U.S. ETF is owned by the company. PACIFIC FINANCIAL GROUP INC owns 80.06K shares valued at $3.72M, which translates its holding of 1.03% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.9%	70.41K	3.27M	7.45K	+11.83%
Jun 30, 2026	PACIFIC FINANCIAL GROUP INC	1.03%	80.06K	3.72M	14.44K	+22.00%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.45%	113.28K	5.27M	5.33K	+4.94%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	1.48%	115.24K	5.36M	107.8K	+1,448.27%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.7%	132.96K	6.18M	12.38K	+10.27%
Jun 30, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	2.58%	201.62K	9.38M	13.07K	+6.93%
Jun 30, 2026	LPL FINANCIAL LLC	3.55%	277.46K	12.9M	22.67K	+8.90%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.16%	12.19K	566.91K	0	0
Jun 30, 2026	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.17%	13.02K	605.57K	-13	-0.10%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	3.94%	307.63K	14.3M	-14.12K	-4.39%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.27%	20.92K	973K	20.92K	+100.00%
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.27%	20.78K	966.31K	574	+2.84%
Jun 30, 2026	JANE STREET GROUP, LLC	0.26%	19.96K	928.28K	19.96K	+100.00%
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.22%	17.56K	816.53K	0	0
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.22%	17.32K	790.17K	-3.69K	-17.57%
Jun 30, 2026	COLONY GROUP, LLC	0.18%	13.86K	644.58K	0	0
Jun 30, 2026	SCOTIA CAPITAL INC.	4.29%	334.95K	15.57M	-23.51K	-6.56%
Jun 30, 2026	PARTNERS CAPITAL INVESTMENT GROUP, LLP	5.13%	400.26K	18.61M	-20.52K	-4.88%
Jun 30, 2026	CARROLL ADVISORY GROUP, LLC	6.42%	501.02K	23.3M	-51.96K	-9.40%
Jun 30, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	6.52%	508.62K	23.65M	-106.06K	-17.25%
Jun 30, 2026	FMR LLC	0.03%	2.73K	126.83K	-114	-4.01%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	19.99%	1.56M	72.55M	-11.67K	-0.74%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.4%	31.33K	1.46M	292	+0.94%
Jun 30, 2026	CITADEL ADVISORS LLC	0.36%	27.8K	1.29M	-28.24K	-50.39%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.51%	40.06K	1.86M	-13.73K	-25.53%
Jun 30, 2026	MARINER, LLC	0.58%	45.09K	2.1M	-105.06K	-69.97%
Jun 30, 2026	NOVA WEALTH MANAGEMENT, INC.	0.75%	58.88K	2.74M	13.67K	+30.25%
Jun 30, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.81%	63.04K	2.93M	2.88K	+4.78%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.02%	1.3K	60.64K	0	0
Jun 30, 2026	PARALLEL ADVISORS, LLC	0.02%	1.39K	64.5K	0	0
Jun 30, 2026	MORGAN STANLEY	0.02%	1.42K	65.85K	1.42K	+141,500.00%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	2.43K	113.05K	0	0
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	5.14K	239K	5.14K	+100.00%
Jun 30, 2026	REDWOOD FINANCIAL NETWORK CORP	0.07%	5.36K	249.15K	-1.49K	-21.76%
Jun 30, 2026	ROYAL BANK OF CANADA	0.07%	5.46K	254K	133	+2.50%
Jun 30, 2026	ESSEX FINANCIAL SERVICES, INC.	0.07%	5.73K	266.49K	0	0
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	6.2K	288.07K	-70	-1.12%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.09%	7.02K	326.58K	7.02K	+100.00%
Jun 30, 2026	CREATIVE PLANNING	0.09%	7.18K	334.01K	0	0
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	7.42K	345.08K	7.42K	+100.00%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.1%	7.58K	352.28K	0	0
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	8.01K	372.48K	210	+2.69%
Jun 30, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.11%	8.46K	393.53K	0	0
Jun 30, 2026	STAR FINANCIAL BANK	0.11%	8.7K	404.32K	0	0
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.13%	9.99K	464.55K	4.38K	+78.20%
Jun 30, 2026	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.13%	10.37K	482.06K	0	0
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.14%	10.62K	493.82K	973	+10.09%
Jun 30, 2026	CLEARSTEAD ADVISORS, LLC	0.15%	11.4K	530.28K	-3.69K	-24.43%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.15%	11.88K	552.51K	-1.16K	-8.89%
Jun 30, 2026	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	0.16%	12.11K	562.89K	556	+4.81%
Mar 31, 2026	STRATEGIC WEALTH PARTNERS, LTD.	0%	0	-	-178	-100.00%
Mar 31, 2026	UBS GROUP AG	0%	0	-	-100	-100.00%
Mar 31, 2026	PKS ADVISORY SERVICES, LLC	0%	0	-	-18.59K	-100.00%
Mar 31, 2026	HRT FINANCIAL LP	0%	0	-	-39.1K	-100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0%	0	-	-6.03K	-100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.38%	107.94K	4.41M	21.73K	+25.20%
Mar 31, 2026	SIGMA PLANNING CORP	0.41%	32.34K	1.32M	-191	-0.59%
Mar 31, 2026	NOVA WEALTH MANAGEMENT, INC.	0.58%	45.21K	1.85M	31.22K	+223.09%
Mar 31, 2026	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.01%	688	28.14K	688	+100.00%
Mar 31, 2026	ESSEX FINANCIAL SERVICES, INC.	0.07%	5.73K	234.34K	0	0
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.12%	9.65K	394.46K	3.85K	+66.41%
Mar 31, 2026	STAR FINANCIAL BANK	0.11%	8.7K	355.54K	-85.05K	-90.72%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.02%	1.39K	56.71K	0	0
Mar 31, 2026	SUNBELT SECURITIES, INC.	0.02%	1.77K	72.17K	0	0
Mar 31, 2026	DESTINY WEALTH PARTNERS, LLC	0.03%	2.04K	83.33K	2.04K	+100.00%
Mar 31, 2026	MCILRATH & ECK, LLC	0.05%	4.15K	169.73K	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	0.07%	5.33K	218K	1.62K	+43.67%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.07%	5.61K	229.24K	975	+21.05%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	6.27K	256.18K	-381	-5.73%
Mar 31, 2026	REDWOOD FINANCIAL NETWORK CORP	0.09%	6.85K	280.01K	-1.49K	-17.87%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	7.8K	318.96K	205	+2.70%
Mar 31, 2026		0.15%	11.55K	472.32K	-2.41K	-17.26%
Mar 31, 2026	PRIVATE TRUST CO NA	0.02%	1.2K	49.07K	0	0
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.02%	1.3K	53.32K	0	0
Mar 31, 2026	FMR LLC	0.04%	2.84K	116.22K	-18	-0.63%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.77%	60.16K	2.46M	5.12K	+9.31%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	4.12%	321.75K	13.16M	-18.13K	-5.33%
Mar 31, 2026	SCOTIA CAPITAL INC.	4.59%	358.46K	14.66M	-34.62K	-8.81%
Mar 31, 2026	PARTNERS CAPITAL INVESTMENT GROUP, LLP	5.39%	420.78K	17.21M	-13.86K	-3.19%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	2.43K	99.41K	0	0
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.1%	7.58K	309.78K	-1.79K	-19.12%
Mar 31, 2026	COLONY GROUP, LLC	0.18%	13.86K	566.82K	0	0
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.22%	17.56K	718.02K	-22.21K	-55.84%
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.26%	20.21K	826.26K	20.21K	+100.00%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.27%	21.01K	865.51K	-20.1K	-48.89%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.4%	31.04K	1.27M	25.29K	+439.87%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.69%	53.79K	2.2M	-3.57K	-6.22%
Mar 31, 2026	CITADEL ADVISORS LLC	0.72%	56.03K	2.29M	6.28K	+12.62%
Mar 31, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	7.87%	614.68K	25.13M	-5.66K	-0.91%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	20.14%	1.57M	64.28M	1.57M	+100.00%
Mar 31, 2026	BANK OF JACKSON HOLE TRUST	0%	307	12.55K	0	0
Mar 31, 2026	WESTEND CAPITAL MANAGEMENT, LLC	0%	315	12.88K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	445	18.2K	-95	-17.59%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.19%	15.09K	617.07K	15.09K	+100.00%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.8%	62.73K	2.57M	62.73K	+100.00%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.81%	62.97K	2.49M	480	+0.77%
Mar 31, 2026	PACIFIC FINANCIAL GROUP INC	0.84%	65.62K	2.68M	65.62K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.54%	120.58K	4.93M	47.18K	+64.28%
Mar 31, 2026	MARINER, LLC	1.92%	150.15K	6.14M	5.15K	+3.55%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	2.42%	188.55K	7.71M	188.55K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	3.26%	254.8K	10.42M	-6.87K	-2.62%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.11%	8.46K	346.05K	0	0
Mar 31, 2026	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.13%	10.37K	423.91K	0	0
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.16%	12.19K	498.52K	-2.08K	-14.56%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.17%	13.04K	533.3K	498	+3.97%
Mar 31, 2026	CREATIVE PLANNING	0.09%	7.18K	293.71K	7.18K	+100.00%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.1%	7.44K	304.36K	-934	-11.15%
Mar 31, 2026	GAMMA INVESTING LLC	0%	0	-	-361	-100.00%
Mar 31, 2026	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	0.15%	11.55K	472.32K	-2.41K	-17.26%
Mar 31, 2026	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.17%	13.04K	533.06K	-1	-0.01%
Mar 31, 2026	CARROLL ADVISORY GROUP, LLC	7.08%	552.98K	22.61M	38.33K	+7.45%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.13%	9.37K	369.81K	-102	-1.08%
Dec 31, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.14%	10.37K	409.29K	10.37K	+100.00%
Dec 31, 2025	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.18%	13.04K	514.72K	177	+1.38%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.12%	8.46K	334.12K	0	0
Dec 31, 2025	COLONY GROUP, LLC	0.19%	13.86K	547.27K	0	0
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.58%	41.12K	1.67M	6.76K	+19.67%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.77%	55.04K	2.17M	17.08K	+45.01%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.77%	57.36K	2.26M	46	+0.08%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.84%	62.49K	2.47M	3.12K	+5.25%
Dec 31, 2025	STAR FINANCIAL BANK	1.26%	93.74K	3.7M	-73	-0.08%
Dec 31, 2025	NOVA WEALTH MANAGEMENT, INC.	0.2%	13.99K	552.4K	11.87K	+559.07%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.19%	14.27K	563.33K	-639	-4.29%
Dec 31, 2025	PKS ADVISORY SERVICES, LLC	0.26%	18.59K	733.85K	-240	-1.27%
Dec 31, 2025	SIGMA PLANNING CORP	0.46%	32.53K	1.28M	3.01K	+10.18%
Dec 31, 2025	HRT FINANCIAL LP	0.53%	39.1K	1.54M	39.1K	+100.00%
Dec 31, 2025	FMR LLC	0.04%	2.86K	112.93K	1.75K	+156.96%
Dec 31, 2025	ROYAL BANK OF CANADA	0.05%	3.71K	146K	407	+12.32%
Dec 31, 2025	MCILRATH & ECK, LLC	0.06%	4.15K	163.88K	4.15K	+100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	4.63K	182.85K	4.63K	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	5.75K	226.98K	-285	-4.72%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.08%	5.8K	228.86K	5.8K	+100.00%
Dec 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.08%	5.73K	226.26K	-40	-0.69%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.08%	6.03K	238K	6.03K	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	6.65K	262.38K	-1.08K	-13.97%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	6.77K	267.28K	6.77K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	7.6K	299.85K	70	+0.93%
Dec 31, 2025		0.2%	13.96K	551.07K	13.96K	+100.00%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	8.43%	620.34K	24.49M	-9.75K	-1.55%
Dec 31, 2025	UBS GROUP AG	0%	100	3.95K	100	+100.00%
Dec 31, 2025	BANK OF JACKSON HOLE TRUST	0%	307	12.12K	0	0
Dec 31, 2025	WESTEND CAPITAL MANAGEMENT, LLC	0%	315	12.44K	315	+100.00%
Dec 31, 2025	GAMMA INVESTING LLC	0%	361	14.25K	361	+100.00%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	540	21.32K	-260	-32.50%
Dec 31, 2025	PRIVATE TRUST CO NA	0.02%	1.2K	47.38K	0	0
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.02%	1.3K	51.48K	0	0
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.02%	1.39K	54.76K	0	0
Dec 31, 2025	SUNBELT SECURITIES, INC.	0.02%	1.77K	69.68K	-180	-9.25%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	2.43K	95.98K	38	+1.59%
Dec 31, 2025	REDWOOD FINANCIAL NETWORK CORP	0.11%	8.34K	329.2K	58	+0.70%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	8.38K	330.74K	-181	-2.12%
Dec 31, 2025	MARINER, LLC	1.97%	145K	5.72M	6.36K	+4.59%
Dec 31, 2025	LPL FINANCIAL LLC	3.56%	261.67K	10.33M	4.55K	+1.77%
Dec 31, 2025	MORGAN STANLEY	0%	0	-	-1	-100.00%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	29	1.15K	29	+100.00%
Dec 31, 2025	SCOTIA CAPITAL INC.	5.34%	393.08K	15.52M	-825	-0.21%
Dec 31, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	5.91%	434.64K	17.16M	13.43K	+3.19%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.17%	12.54K	495.24K	-29.61K	-70.25%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.56%	39.77K	1.57M	-1.73K	-4.16%
Dec 31, 2025	CITADEL ADVISORS LLC	0.67%	49.76K	1.96M	-36.6K	-42.39%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1%	73.4K	2.9M	49.39K	+205.72%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.16%	86.22K	3.4M	-106.81K	-55.33%
Dec 31, 2025	FLOW TRADERS U.S. LLC	1.38%	102.1K	4.03M	102.1K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	4.58%	339.87K	13.42M	-9.07K	-2.60%
Dec 31, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0%	0	-	-688	-100.00%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-1.62K	-100.00%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0%	0	-	-5.42K	-100.00%
Sep 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0%	178	6.73K	178	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.58%	42.16K	1.59M	42.16K	+100.00%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.02%	1.39K	52.45K	0	0
Sep 30, 2025	NOVA WEALTH MANAGEMENT, INC.	0.03%	2.12K	80.28K	460	+27.66%
Sep 30, 2025	BANK OF JACKSON HOLE TRUST	0%	307	11.61K	76	+32.90%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.02%	1.3K	49.31K	0	0
Sep 30, 2025	FINANCIAL ADVISORS, LLC	23.46%	1.69M	64M	-39.4K	-2.28%
Sep 30, 2025	LPL FINANCIAL LLC	3.56%	257.11K	9.72M	8.3K	+3.34%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.79%	57.31K	2.17M	-160.32K	-73.67%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.58%	41.49K	1.57M	-7.23K	-14.84%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.21%	14.91K	563.72K	-1.46K	-8.92%
Sep 30, 2025	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.18%	12.86K	486.29K	-1.07K	-7.71%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	7.53K	285K	-53.56K	-87.68%
Sep 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.08%	5.77K	218.22K	5.77K	+100.00%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.08%	5.42K	205.07K	5.42K	+100.00%
Sep 30, 2025	SUNBELT SECURITIES, INC.	0.03%	1.95K	73.55K	460	+30.98%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.02%	1.62K	61.06K	-37.9K	-95.91%
Sep 30, 2025	FMR LLC	0.02%	1.11K	42.1K	-4	-0.36%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	4.84%	348.94K	13.18M	337.14K	+2,856.63%
Sep 30, 2025	MARINER, LLC	1.92%	138.64K	5.24M	-431	-0.31%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.48%	34.36K	1.33M	3.04K	+9.69%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.33%	24.01K	907.87K	-13.37K	-35.77%
Sep 30, 2025	PRIVATE TRUST CO NA	0.02%	1.2K	45.38K	-877	-42.22%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	800	30.25K	-224	-21.88%
Sep 30, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	5.84%	421.21K	15.93M	24.16K	+6.08%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.68%	193.03K	7.3M	136.3K	+240.26%
Sep 30, 2025	SIGMA PLANNING CORP	0.41%	29.53K	1.12M	-40	-0.14%
Sep 30, 2025	SIGNATUREFD, LLC	0%	0	-	-176	-100.00%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-65.15K	-100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-35.94K	-100.00%
Sep 30, 2025	STAR FINANCIAL BANK	1.3%	93.82K	3.55M	-10.57K	-10.13%
Sep 30, 2025	CITADEL ADVISORS LLC	1.2%	86.36K	3.27M	76.19K	+749.08%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.82%	59.37K	2.24M	7.5K	+14.47%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	8.56K	323.62K	-436	-4.85%
Sep 30, 2025	MORGAN STANLEY	0%	1	52	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	8.73%	630.09K	23.83M	-2.68K	-0.42%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.53%	37.95K	1.44M	4.77K	+14.39%
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	0.12%	8.46K	320.02K	8.46K	+100.00%
Sep 30, 2025	REDWOOD FINANCIAL NETWORK CORP	0.11%	8.28K	313.1K	369	+4.66%
Sep 30, 2025	TOTAL INVESTMENT MANAGEMENT INC	0%	0	-	-16	-100.00%
Sep 30, 2025	PKS ADVISORY SERVICES, LLC	0.26%	18.83K	711.97K	-7.24K	-27.76%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.13%	9.47K	358.05K	389	+4.28%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	7.73K	292.11K	-198	-2.50%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	6.03K	228.16K	6.03K	+100.00%
Sep 30, 2025	ROYAL BANK OF CANADA	0.05%	3.3K	125K	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.03%	2.39K	90.5K	2.39K	+100.00%
Sep 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0%	0	-	-6.3K	-100.00%
Sep 30, 2025	COLONY GROUP, LLC	0.19%	13.86K	524.18K	0	0
Sep 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.01%	688	26.03K	0	0
Sep 30, 2025	SCOTIA CAPITAL INC.	5.46%	393.9K	14.89M	-21.33K	-5.14%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-9.48K	-100.00%
Jun 30, 2025	FMR LLC	0.02%	1.12K	39.49K	189	+20.37%
Jun 30, 2025	PRIVATE TRUST CO NA	0.03%	2.08K	73.42K	1.2K	+136.83%
Jun 30, 2025	ROYAL BANK OF CANADA	0.05%	3.3K	117K	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	7.92K	280.08K	-1.03K	-11.46%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	11.8K	417.12K	-130	-1.09%
Jun 30, 2025	SIGMA PLANNING CORP	0.42%	29.57K	1.05M	29.57K	+100.00%
Jun 30, 2025	CAPITAL A WEALTH MANAGEMENT, LLC	0.04%	2.93K	84.91K	2.93K	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	31	-1K	-99.90%
Jun 30, 2025		0%	231	8.17K	0	0
Jun 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.01%	688	24.33K	44	+6.83%
Jun 30, 2025	LPL FINANCIAL LLC	3.51%	248.81K	8.8M	-65.89K	-20.94%
Jun 30, 2025	REDWOOD FINANCIAL NETWORK CORP	0.11%	7.91K	279.67K	1.21K	+18.02%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	8.99K	317.93K	0	0
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.13%	9.08K	321.84K	-983	-9.77%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.47%	33.18K	1.17M	3.7K	+12.54%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.56%	39.51K	1.4M	-57.14K	-59.12%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	3.07%	217.64K	7.69M	28.66K	+15.17%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	5.19%	368.1K	13.01M	368.1K	+100.00%
Jun 30, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	5.6%	397.06K	14.04M	30.59K	+8.35%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.53%	37.38K	1.32M	-16.48K	-30.59%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.69%	48.72K	1.72M	-31.42K	-39.20%
Jun 30, 2025	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0%	0	-	-276	-100.00%
Jun 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0%	0	-	-188.14K	-100.00%
Jun 30, 2025	MORGAN STANLEY	0%	1	61K	0	0
Jun 30, 2025	COLONY GROUP, LLC	0.2%	13.86K	490.02K	0	0
Jun 30, 2025	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.2%	13.93K	492.56K	5.75K	+70.22%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.23%	16.37K	578.58K	-273	-1.64%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.86%	61.08K	2.16M	51.49K	+536.87%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.92%	65.15K	2.3M	45.1K	+225.03%
Jun 30, 2025	MARINER, LLC	1.96%	139.07K	4.92M	-38.08K	-21.50%
Jun 30, 2025	SCOTIA CAPITAL INC.	5.86%	415.23K	14.68M	-31.6K	-7.07%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	8.92%	632.77K	22.37M	72.49K	+12.94%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.02%	1.3K	46.1K	0	0
Jun 30, 2025	PARALLEL ADVISORS, LLC	0.02%	1.39K	49.03K	0	0
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.02%	1.49K	47.83K	-720	-32.65%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	9.48K	335.08K	-117	-1.22%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.44%	31.32K	1.1M	317	+1.02%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.49%	34.93K	1.23M	21.21K	+154.57%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.73%	51.87K	1.83M	5.84K	+12.69%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.8%	56.73K	2.01M	7.28K	+14.72%
Jun 30, 2025	BANK OF JACKSON HOLE TRUST	0%	231	8.17K	0	0
Jun 30, 2025	NOVA WEALTH MANAGEMENT, INC.	0.02%	1.66K	58.79K	226	+15.73%
Jun 30, 2025	PKS ADVISORY SERVICES, LLC	0.37%	26.06K	921.35K	86	+0.33%
Jun 30, 2025	STAR FINANCIAL BANK	1.47%	104.39K	3.69M	11.23K	+12.05%
Jun 30, 2025	SIGNATUREFD, LLC	0%	176	6.22K	0	0
Jun 30, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0%	0	-	-8.55K	-100.00%
Jun 30, 2025	ADVISORY RESOURCE GROUP	0%	0	-	-118.19K	-100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.02K	36.2K	1.02K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.14%	10.17K	359.55M	-246.36K	-96.04%
Jun 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.09%	6.3K	222.78K	0	0
Jun 30, 2025	FINANCIAL ADVISORS, LLC	24.43%	1.73M	61.22M	-19.54K	-1.12%
Jun 30, 2025	TOTAL INVESTMENT MANAGEMENT INC	0%	16	565	16	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.51%	35.94K	1.27M	24.01K	+201.23%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.02%	1.3K	43.61K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	9.59K	321K	9.59K	+100.00%
Mar 31, 2025	WASHINGTON TRUST CO	0%	0	-	-665	-100.00%
Mar 31, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	2.66%	188.14K	6.29M	188.14K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	3.63%	256.53K	8.58M	256.53K	+100.00%
Mar 31, 2025	WOLF GROUP CAPITAL ADVISORS	5.01%	354.09K	11.84M	2.99K	+0.85%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	0	-	-33	-100.00%
Mar 31, 2025	MORGAN STANLEY	0%	1	57	0	0
Mar 31, 2025	SIGNATUREFD, LLC	0%	176	5.89K	0	0
Mar 31, 2025	PRIVATE TRUST CO NA	0.01%	877	29.33K	877	+100.00%
Mar 31, 2025	FINANCIAL ADVISORS, LLC	24.78%	1.75M	58.57M	-235	-0.01%
Mar 31, 2025		0%	231	7.82K	231	+100.00%
Mar 31, 2025	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0%	276	9.23K	276	+100.00%
Mar 31, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.01%	644	20.75K	0	0
Mar 31, 2025	PARALLEL ADVISORS, LLC	0.02%	1.39K	46.38K	-1.91K	-57.98%
Mar 31, 2025	ROYAL BANK OF CANADA	0.05%	3.3K	110K	2K	+153.49%
Mar 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0.12%	8.55K	285.93K	8.55K	+100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.13%	8.95K	299.23K	-826	-8.45%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.44%	31.01K	1.04M	13.4K	+76.09%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.65%	46.03K	1.54M	1.65K	+3.72%
Mar 31, 2025	MARINER, LLC	2.51%	177.15K	5.92M	-885	-0.50%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	2.67%	188.98K	6.32M	166.24K	+731.07%
Mar 31, 2025	FMR LLC	0.01%	928	31.04K	-9	-0.96%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	8.99K	300.75K	-194	-2.11%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	1.01K	33.6K	0	0
Mar 31, 2025	SUNBELT SECURITIES, INC.	0.03%	2.21K	73.74K	720	+48.48%
Mar 31, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.09%	6.3K	210.74K	0	0
Mar 31, 2025	REDWOOD FINANCIAL NETWORK CORP	0.09%	6.7K	224.17K	391	+6.19%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	9.6K	320.9K	-7.3K	-43.20%
Mar 31, 2025	JANE STREET GROUP, LLC	0.17%	11.93K	398.98K	11.93K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	11.93K	398.94K	119	+1.01%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.19%	13.72K	458.84K	-1.62K	-10.54%
Mar 31, 2025	COLONY GROUP, LLC	0.2%	13.86K	463.56K	0	0
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.24%	16.64K	556.47K	-3.28K	-16.45%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.28%	20.04K	670K	20.04K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.76%	53.85K	1.8M	-11.46K	-17.54%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	1.13%	80.14K	2.68M	-214.02K	-72.76%
Mar 31, 2025	STAR FINANCIAL BANK	1.32%	93.16K	3.12M	93.16K	+100.00%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	1.37%	96.66K	3.13M	2.68K	+2.85%
Mar 31, 2025	ADVISORY RESOURCE GROUP	1.67%	118.19K	3.95M	-40.48K	-25.51%
Mar 31, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	5.19%	366.47K	12.25M	366.47K	+100.00%
Mar 31, 2025	SCOTIA CAPITAL INC.	6.32%	446.83K	14.94M	-32.16K	-6.71%
Mar 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	7.93%	560.28K	18.74M	-7.39K	-1.30%
Mar 31, 2025	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.12%	8.19K	273.74K	-303	-3.57%
Mar 31, 2025	LPL FINANCIAL LLC	4.45%	314.7K	10.52M	-102.68K	-24.60%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.14%	10.06K	336.5K	1.95K	+23.99%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.42%	29.48K	985.96K	8.51K	+40.57%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.7%	49.45K	1.65M	-18.21K	-26.91%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-5.43K	-100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-39.11K	-100.00%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0%	0	-	-38.58K	-100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0%	0	-	-306	-100.00%
Mar 31, 2024	COLDSTREAM CAPITAL MANAGEMENT INC	9.1%	606.71K	19.06M	-38.37K	-5.95%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0%	65	2.04K	-123	-65.43%
Mar 31, 2024	FINANCIAL ADVISORS, LLC	25.51%	1.7M	53.43M	28.85K	+1.73%
Mar 31, 2024	SIGNATUREFD, LLC	0%	160	5.03K	0	0
Mar 31, 2024	SEMMAX FINANCIAL ADVISORS INC.	0%	165	5.32M	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.01%	813	26K	62	+8.26%
Mar 31, 2024	FMR LLC	0.01%	848	26.64K	848	+100.00%
Mar 31, 2024	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.1%	6.65K	209K	-1.51K	-18.53%
Mar 31, 2024	CENTENNIAL WEALTH ADVISORY LLC	0.12%	7.9K	248.3K	-479	-5.71%
Mar 31, 2024	LPL FINANCIAL LLC	4.24%	297.27K	9.34M	56.81K	+23.63%
Mar 31, 2024	WOLF GROUP CAPITAL ADVISORS	5.27%	351.1K	9.99M	0	0
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	5.34%	356.13K	11.19M	103.08K	+40.73%
Mar 31, 2024	UBS GROUP AG	0%	0	-	-744	-100.00%
Mar 31, 2024	MORGAN STANLEY	0%	1	59	-1	-50.00%
Mar 31, 2024	SCOTIA CAPITAL INC.	6.9%	460.35K	14.46M	91.89K	+24.94%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	7.06%	470.69K	14.79M	-271	-0.06%
Mar 31, 2024	ADVISORY RESOURCE GROUP	2.06%	137.38K	4.32M	16.14K	+13.31%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.18%	12.28K	385.9K	-1.14K	-8.49%
Mar 31, 2024	JANE STREET GROUP, LLC	0.5%	35.36K	1.11M	4.92K	+16.17%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.18%	12.2K	383.33K	0	0
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.14%	9.01K	283.17K	-138	-1.51%
Mar 31, 2024	MARINER, LLC	2.46%	163.77K	5.14M	10.45K	+6.81%
Mar 31, 2024	COLONY GROUP, LLC	0.21%	14.23K	447K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.25%	16.88K	530.37K	4.33K	+34.54%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.28%	19.27K	605.45K	-13.64K	-41.45%
Mar 31, 2024	CITADEL ADVISORS LLC	0.28%	19.74K	620.04K	19.74K	+100.00%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.44%	29.48K	926.11K	29.48K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.57%	39.77K	1.25M	2.16K	+5.75%
Mar 31, 2024	SUNBELT SECURITIES, INC.	0.63%	41.9K	1.32M	6.5K	+18.35%
Mar 31, 2024	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0%	0	-	-368.96K	-100.00%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	12.2K	353.61K	-322	-2.57%
Dec 31, 2023	JANE STREET GROUP, LLC	0.47%	30.44K	882.21K	6.6K	+27.70%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.51%	32.9K	953.87K	-84.63K	-72.01%
Dec 31, 2023	SUNBELT SECURITIES, INC.	0.55%	35.4K	1.03M	16.24K	+84.76%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.61%	39.11K	1.13M	39.11K	+100.00%
Dec 31, 2023	SCOTIA CAPITAL INC.	5.7%	368.46K	10.68M	-9.06K	-2.40%
Dec 31, 2023	WOLF GROUP CAPITAL ADVISORS	5.43%	351.1K	9.99M	-6.95K	-1.94%
Dec 31, 2023	PRIME CAPITAL INVESTMENT ADVISORS, LLC	3.92%	253.05K	7.33M	12.33K	+5.12%
Dec 31, 2023	LPL FINANCIAL LLC	3.72%	240.46K	6.97M	19.17K	+8.66%
Dec 31, 2023	MARINER, LLC	2.37%	153.33K	4.44M	16.28K	+11.88%
Dec 31, 2023	ADVISORY RESOURCE GROUP	1.88%	121.25K	3.51M	4.23K	+3.61%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.58%	37.61K	1.09M	19.27K	+105.06%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.6%	38.58K	1.12M	38.58K	+100.00%
Dec 31, 2023	PARTNERS CAPITAL INVESTMENT GROUP, LLP	5.71%	368.96K	10.69M	-10.3K	-2.72%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	7.29%	470.96K	13.77M	62.91K	+15.42%
Dec 31, 2023	COLDSTREAM CAPITAL MANAGEMENT INC	9.98%	645.08K	18.69M	4.51K	+0.70%
Dec 31, 2023	FINANCIAL ADVISORS, LLC	25.87%	1.67M	48.45M	-8.63K	-0.51%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	1	29	0	0
Dec 31, 2023	MORGAN STANLEY	0%	2	73	2	+100.00%
Dec 31, 2023	SIGNATUREFD, LLC	0%	160	4.64K	0	0
Dec 31, 2023	SEMMAX FINANCIAL ADVISORS INC.	0%	165	4.85K	165	+100.00%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0%	166	4.81K	166	+100.00%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0%	188	5.4K	-36	-16.07%
Dec 31, 2023	UBS GROUP AG	0.01%	744	21.56K	744	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.01%	751	22K	-105	-12.27%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.08%	5.43K	157.21K	5.43K	+100.00%
Dec 31, 2023	WHITAKER-MYERS WEALTH MANAGERS, LTD.	0.13%	8.17K	236.64K	-5.53K	-40.36%
Dec 31, 2023	CENTENNIAL WEALTH ADVISORY LLC	0.13%	8.38K	242.94K	960	+12.93%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.14%	9.15K	265.22K	12	+0.13%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.19%	12.55K	363.68K	1.16K	+10.19%
Dec 31, 2023	RAYMOND JAMES TRUST N.A.	0.21%	13.42K	389K	0	0
Dec 31, 2023		0%	306	8.87K	306	+100.00%

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