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

Who are the major shareholders selling iShares Currency Hedged MSCI EAFE Small-Cap ETF stock?

LASALLE ST. INVESTMENT ADVISORS, LLC, in the last quarter, reduced its stake in HSCZ by -2.65% restricting it's holding to 6.99 thousand shares of worth nearly $300.47K. JANNEY MONTGOMERY SCOTT LLC also lessened -2.25% of the HSCZ shares from its portfolio, reducing its holding to 46.48 thousand shares of worth $2.00M. MONTIS FINANCIAL, LLC also shunned HSCZ shares holding by -0.17% last quarter which brought its holding to 9.23 thousand shares worth $396.87K.

Investors who are buying HSCZ stock?

As per its latest 13F filing, JPMORGAN CHASE & CO increased its stake in HSCZ by 30.24% in the last quarter. The institutional holder raised its holding to 43.49 thousand shares having worth more than $1.87M. WESCAP MANAGEMENT GROUP, INC. also added 1.73% more shares of HSCZ to its portfolio, raising its holding to 44.7 thousand shares of worth $1.92M. IPSEN ADVISOR GROUP LLC also increased its HSCZ shares holding by 0.38% which brought its holding to 102.6 thousand shares worth $4.41M.

HSCZ's major insiders: who are they?

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

Did an insider recently sell HSCZ stock?

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

Which insider recently purchased HSCZ stock?

There have been 0 transaction(s) during the past 6-months in which iShares Currency Hedged MSCI EAFE Small-Cap ETF insiders have bought stock, totalling 0 shares

How much of HSCZ does insiders own?

Around 0 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares are held by insiders, which represents about N/A of HSCZ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in HSCZ?

GREAT VALLEY ADVISOR GROUP, INC. is the largest institutional owner in HSCZ which holds 6.77 thousand shares worth $290.93K or 0.13% of the total HSCZ shares outstanding followed by LASALLE ST. INVESTMENT ADVISORS, LLC with ownership of 6.99 thousand shares representing 0.13% of the HSCZ ownership. GLASS JACOBSON INVESTMENT ADVISORS LLC is the third largest stakeholder with 7.55 thousand shares or 0.15% of the ownership worth more than $324.56K.

Is iShares Currency Hedged MSCI EAFE Small-Cap 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 HSCZ is concerned, it is a stock which is not optionable.

Is there a short position on HSCZ's shares?

Number of HSCZ 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 HSCZ shares are there?

As of today, null shares of HSCZ are outstanding.

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

HSCZ 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 HSCZ is null.

iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) 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. GREAT VALLEY ADVISOR GROUP, INC. is the top corporate investor, holding 6.77K shares valued at $290.93K. A 0.13% stake in iShares Currency Hedged MSCI EAFE Small-Cap ETF is owned by the company. LASALLE ST. INVESTMENT ADVISORS, LLC owns 6.99K shares valued at $300.47K, which translates its holding of 0.13% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.13%	6.77K	290.93K	0	0
Jun 30, 2026	LASALLE ST. INVESTMENT ADVISORS, LLC	0.13%	6.99K	300.47K	-190	-2.65%
Jun 30, 2026	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.15%	7.55K	324.56K	0	0
Jun 30, 2026	JPMORGAN CHASE & CO	0.84%	43.49K	1.87M	10.1K	+30.24%
Jun 30, 2026	WESCAP MANAGEMENT GROUP, INC.	0.86%	44.7K	1.92M	759	+1.73%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.89%	46.48K	2M	-1.07K	-2.25%
Jun 30, 2026	IPSEN ADVISOR GROUP LLC	1.97%	102.6K	4.41M	390	+0.38%
Jun 30, 2026	MONTIS FINANCIAL, LLC	0.18%	9.23K	396.87K	-16	-0.17%
Jun 30, 2026	CAPITAL SQUARE, LLC	0.18%	9.38K	402.88K	844	+9.89%
Jun 30, 2026	SIGMA PLANNING CORP	0.19%	9.67K	415.66K	730	+8.16%
Jun 30, 2026	FIRST PREMIER BANK	0.81%	42.26K	1.82M	2.94K	+7.48%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.79%	93.26K	4.01M	-883	-0.94%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	2.93%	152.37K	6.55M	137.6K	+931.56%
Jun 30, 2026	ROYAL BANK OF CANADA	0.01%	563	24K	467	+486.46%
Jun 30, 2026	CONTINUUM ADVISORY, LLC	0.01%	656	28.2K	656	+100.00%
Jun 30, 2026	MORGAN STANLEY	0.01%	739	31.78K	0	0
Jun 30, 2026	CAPITAL ANALYSTS, LLC	0.03%	1.54K	66K	0	0
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.06%	3.1K	133.32K	0	0
Jun 30, 2026	WILLIAMS & NOVAK, LLC	0.11%	5.68K	244.13K	0	0
Jun 30, 2026	CITADEL ADVISORS LLC	0.56%	28.89K	1.24M	23.3K	+417.11%
Jun 30, 2026	APELLA CAPITAL, LLC	0.68%	35.56K	1.53M	-2.04K	-5.42%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.64%	33.07K	1.42M	10.91K	+49.26%
Jun 30, 2026	BERKELEY, INC	0.6%	30.95K	1.33M	0	0
Jun 30, 2026	IFP ADVISORS, INC	0.4%	20.68K	888.83K	814	+4.10%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.78%	40.44K	1.74M	981	+2.49%
Jun 30, 2026	SACHETTA, LLC	1.62%	84.18K	3.62M	2.73K	+3.35%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.77%	92.07K	3.96M	-6.17K	-6.28%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.01%	500	21.49K	0	0
Jun 30, 2026		0.02%	951	40.87K	951	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	4.7K	202.05K	-4.17K	-47.01%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.09%	4.89K	210.22K	4.89K	+100.00%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.15%	7.55K	324.56K	-27	-0.36%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.15%	7.59K	326.35K	0	0
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.53%	79.48K	3.42M	16.6K	+26.39%
Jun 30, 2026	COMPREHENSIVE WEALTH MANAGEMENT, LLC	1.61%	83.9K	3.61M	-16.36K	-16.32%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.35%	18.09K	777.47K	632	+3.62%
Jun 30, 2026	CERTIFIED ADVISORY CORP	1.87%	96.96K	4.17M	23.98K	+32.87%
Jun 30, 2026	LIGHTHOUSE WEALTH MANAGEMENT INC.	2.28%	118.44K	5.09M	2.99K	+2.59%
Jun 30, 2026	LPL FINANCIAL LLC	2.71%	140.7K	6.05M	-4.83K	-3.32%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	2.97%	154.47K	6.64M	-101.11K	-39.56%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	4.4%	228.42K	9.82M	45.12K	+24.61%
Jun 30, 2026	CAPITAL WEALTH MANAGEMENT, LLC	11.3%	587.32K	25.24M	16.2K	+2.84%
Jun 30, 2026	ASSETMARK, INC	0%	61	2.62K	0	0
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	65	2.79K	65	+100.00%
Jun 30, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.3%	15.59K	670.14K	-440	-2.74%
Jun 30, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.2%	10.62K	456.38K	2K	+23.21%
Jun 30, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.11%	5.76K	247K	-4.35K	-43.05%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0%	100	4.3K	0	0
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0%	103	4.45K	103	+100.00%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.1%	4.96K	212.98K	4.96K	+100.00%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.76%	39.3K	1.69M	6.47K	+19.70%
Jun 30, 2026	KEY CAPITAL MANAGEMENT, INC	0.02%	951	40.87K	951	+100.00%
Jun 30, 2026	MATHER GROUP, LLC.	0%	230	9.89K	-1K	-81.30%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.01%	296	12.72K	296	+100.00%
Jun 30, 2026	FMR LLC	0.01%	329	14.16K	57	+20.96%
Jun 30, 2026	HANTZ FINANCIAL SERVICES, INC.	0.01%	507	22K	-273	-35.00%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.12%	6.43K	276.28K	6.43K	+100.00%
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.13%	6.72K	288.84K	547	+8.86%
Mar 31, 2026	IPSEN ADVISOR GROUP LLC	1.97%	102.21K	4.06M	-481	-0.47%
Mar 31, 2026	FORTITUDE FINANCIAL, LLC	0.31%	15.95K	632.94K	-6.42K	-28.70%
Mar 31, 2026	TOUNJIAN ADVISORY PARTNERS, LLC	0.31%	16.14K	640.19K	-844	-4.97%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.34%	17.46K	692.61K	1.03K	+6.26%
Mar 31, 2026	IFP ADVISORS, INC	0.38%	19.87K	788.18K	-370	-1.83%
Mar 31, 2026	SACHETTA, LLC	1.57%	81.45K	3.23M	-2.3K	-2.75%
Mar 31, 2026	CERTIFIED ADVISORY CORP	1.41%	72.97K	2.9M	11.83K	+19.34%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.63%	32.83K	1.3M	-8.14K	-19.86%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.9%	98.24K	3.9M	2.11K	+2.19%
Mar 31, 2026	COMPREHENSIVE WEALTH MANAGEMENT, LLC	1.94%	100.26K	3.98M	3.4K	+3.51%
Mar 31, 2026	LIGHTHOUSE WEALTH MANAGEMENT INC.	2.23%	115.45K	4.58M	16.02K	+16.11%
Mar 31, 2026	LPL FINANCIAL LLC	2.81%	145.54K	5.77M	11.84K	+8.86%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.54%	183.3K	7.27M	160.26K	+695.71%
Mar 31, 2026	FMR LLC	0.01%	272	10.8K	119	+77.78%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.01%	684	27.14K	-566	-45.28%
Mar 31, 2026	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.17%	8.62K	341.91K	341	+4.12%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.13%	6.77K	268.56K	-569	-7.75%
Mar 31, 2026	LASALLE ST. INVESTMENT ADVISORS, LLC	0.14%	7.18K	284.91K	467	+6.96%
Mar 31, 2026	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.15%	7.55K	299.6K	0	0
Mar 31, 2026	TRUIST FINANCIAL CORP	0.15%	7.59K	305.03K	7.59K	+100.00%
Mar 31, 2026	WESCAP MANAGEMENT GROUP, INC.	0.85%	43.94K	1.74M	3.73K	+9.26%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	4.94%	255.58K	10.14M	61.74K	+31.85%
Mar 31, 2026	CAPITAL WEALTH MANAGEMENT, LLC	11.03%	571.11K	22.66M	295.01K	+106.85%
Mar 31, 2026	CORECAP ADVISORS, LLC	0%	0	-	-641	-100.00%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0%	0	-	-1	-100.00%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0%	0	-	-5.97K	-100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-245	-100.00%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0%	0	-	-88	-100.00%
Mar 31, 2026	ASSETMARK, INC	0%	61	2.42K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	250	9.92K	250	+100.00%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.15%	7.58K	300.67K	7.58K	+100.00%
Mar 31, 2026	CAPITAL SQUARE, LLC	0.16%	8.54K	353.75K	1.67K	+24.30%
Mar 31, 2026	MORGAN STANLEY	0.02%	739	29.33K	0	0
Mar 31, 2026	UBS GROUP AG	0.01%	766	30.39K	766	+100.00%
Mar 31, 2026	HANTZ FINANCIAL SERVICES, INC.	0.02%	780	31K	780	+100.00%
Mar 31, 2026	MATHER GROUP, LLC.	0.02%	1.23K	48.8K	1.23K	+100.00%
Mar 31, 2026	CAPITAL ANALYSTS, LLC	0.03%	1.54K	61K	0	0
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.04%	2.03K	80.38K	2.03K	+100.00%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.06%	3.1K	123.09K	2.57K	+483.08%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	8.87K	352K	8.87K	+100.00%
Mar 31, 2026	SIGMA PLANNING CORP	0.17%	8.94K	354.73K	-1.7K	-15.96%
Mar 31, 2026	MONTIS FINANCIAL, LLC	0.18%	9.25K	366.99K	-898	-8.85%
Mar 31, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.2%	10.11K	400K	0	0
Mar 31, 2026	SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO	0.22%	11.43K	1.01M	11.43K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.29%	14.77K	586.04K	-875	-5.59%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.82%	94.14K	3.73M	5.2K	+5.84%
Mar 31, 2026	CITADEL ADVISORS LLC	0.11%	5.59K	221.63K	-12.26K	-68.70%
Mar 31, 2026	WILLIAMS & NOVAK, LLC	0.11%	5.68K	229.3K	0	0
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.12%	6.17K	244.91K	1.15K	+22.99%
Mar 31, 2026	SAGE MOUNTAIN ADVISORS LLC	0.13%	6.59K	261.5K	-3.55K	-34.98%
Mar 31, 2026	DYNAMIC ADVISOR SOLUTIONS LLC	0.31%	16.03K	636.06K	-584	-3.51%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.43%	22.15K	878.93K	15.08K	+213.24%
Mar 31, 2026	JANE STREET GROUP, LLC	0.29%	14.96K	593.5K	14.96K	+100.00%
Mar 31, 2026	BERKELEY, INC	0.6%	30.95K	1.23M	442	+1.45%
Mar 31, 2026	FIRST PREMIER BANK	0.76%	39.32K	1.56M	8.83K	+28.94%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.76%	39.46K	1.57M	-1.5K	-3.67%
Mar 31, 2026	JPMORGAN CHASE & CO	0.65%	33.39K	1.3M	33.39K	+100.00%
Mar 31, 2026	APELLA CAPITAL, LLC	0.73%	37.59K	1.6M	-3.4K	-8.30%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.92%	47.55K	1.89M	-1.4K	-2.86%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.21%	62.88K	2.49M	5.44K	+9.46%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.17%	7.34K	285.4K	0	0
Dec 31, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.18%	7.55K	293.84K	-23	-0.30%
Dec 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.19%	8.28K	322.07K	1.46K	+21.49%
Dec 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.23%	10.11K	393K	-127	-1.24%
Dec 31, 2025	MONTIS FINANCIAL, LLC	0.24%	10.15K	394.9K	-1.12K	-9.96%
Dec 31, 2025	SAGE MOUNTAIN ADVISORS LLC	0.24%	10.14K	394.45K	0	0
Dec 31, 2025	SIGMA PLANNING CORP	0.25%	10.64K	413.99K	1.08K	+11.25%
Dec 31, 2025	ROVIN CAPITAL /UT/ /ADV	0.36%	15.64K	609K	996	+6.80%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-156	-100.00%
Dec 31, 2025	LIGHTHOUSE WEALTH MANAGEMENT INC.	2.36%	99.43K	3.87M	5.19K	+5.50%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.36%	15.65K	608.81K	1.83K	+13.21%
Dec 31, 2025	COMPREHENSIVE WEALTH MANAGEMENT, LLC	2.3%	96.86K	3.77M	7.89K	+8.87%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.03%	1.25K	48.64K	1.25K	+100.00%
Dec 31, 2025	BRYN MAWR TRUST CO	0%	0	-	-1.99K	-100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.01%	500	19.46K	0	0
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.04%	1.54K	60K	1.54K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.41%	17.85K	694.51K	8.68K	+94.70%
Dec 31, 2025	BERKELEY, INC	0.72%	30.51K	1.19M	-844	-2.69%
Dec 31, 2025	WESCAP MANAGEMENT GROUP, INC.	0.93%	40.22K	1.56M	2K	+5.24%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.95%	40.97K	1.59M	3.57K	+9.53%
Dec 31, 2025	SACHETTA, LLC	1.99%	83.76K	3.26M	1.34K	+1.63%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0%	88	2.9K	88	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0%	96	4K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	100	3.89K	89	+809.09%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	245	9.53K	245	+100.00%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	532	20.7K	532	+100.00%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-54.02K	-100.00%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.02%	641	24.94K	641	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.02%	739	28.76K	0	0
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.95%	40.96K	1.59M	3.91K	+10.55%
Dec 31, 2025	APELLA CAPITAL, LLC	0.97%	41K	1.6M	170	+0.42%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.14%	48.95K	1.91M	-1.24K	-2.46%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.33%	57.44K	2.24M	-23.63K	-29.14%
Dec 31, 2025	CERTIFIED ADVISORY CORP	1.45%	61.15K	2.38M	6.48K	+11.86%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.06%	88.94K	3.46M	5.06K	+6.03%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.23%	96.13K	3.74M	-17.57K	-15.45%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-14.71K	-100.00%
Dec 31, 2025	LPL FINANCIAL LLC	3.1%	133.69K	5.2M	1.87K	+1.42%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	4.49%	193.84K	7.54M	74.69K	+62.69%
Dec 31, 2025	CAPITAL WEALTH MANAGEMENT, LLC	6.56%	276.1K	10.74M	775	+0.28%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.12%	5.02K	195.32K	3.29K	+190.96%
Dec 31, 2025	IPSEN ADVISOR GROUP LLC	2.38%	102.69K	4M	448	+0.44%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.39%	16.62K	646.58K	-723	-4.17%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.38%	16.43K	639.26K	2.3K	+16.25%
Dec 31, 2025	WILLIAMS & NOVAK, LLC	0.13%	5.68K	221.02K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	7.07K	275.18K	-6.19K	-46.67%
Dec 31, 2025	TOUNJIAN ADVISORY PARTNERS, LLC	0.4%	16.98K	660.77K	-168	-0.98%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.14%	6.12K	238.07K	-1.92K	-23.86%
Dec 31, 2025	CAPITAL SQUARE, LLC	0.16%	6.87K	267.25K	1.18K	+20.68%
Dec 31, 2025		0.18%	7.81K	303.94K	7.81K	+100.00%
Dec 31, 2025	ASSETMARK, INC	0%	61	2.37K	0	0
Dec 31, 2025	IFP ADVISORS, INC	0.47%	20.24K	787.43K	1.52K	+8.14%
Dec 31, 2025	FORTITUDE FINANCIAL, LLC	0.53%	22.37K	870.46K	22.37K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.55%	23.04K	896K	1.21K	+5.53%
Dec 31, 2025	FIRST PREMIER BANK	0.72%	30.49K	1.19M	20.41K	+202.55%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.14%	5.87K	228.56K	113	+1.96%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	5.97K	236.79K	-20	-0.33%
Dec 31, 2025	LASALLE ST. INVESTMENT ADVISORS, LLC	0.16%	6.71K	261K	6.71K	+100.00%
Sep 30, 2025	SIGNATUREFD, LLC	0%	0	-	-167	-100.00%
Sep 30, 2025	MONTIS FINANCIAL, LLC	0.25%	11.27K	423.99K	-1.58K	-12.32%
Sep 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.17%	7.57K	284.92K	8	+0.11%
Sep 30, 2025	MORGAN STANLEY	0.02%	739	27.81K	1	+0.14%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.88%	83.89K	3.16M	679	+0.82%
Sep 30, 2025	SACHETTA, LLC	1.84%	82.41K	3.1M	-2.29K	-2.70%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.81%	81.07K	3.05M	-6K	-6.89%
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.15%	6.81K	256.3K	-357	-4.98%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	5.99K	228.28K	-819	-12.03%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	156	5.85K	156	+100.00%
Sep 30, 2025	ASSETMARK, INC	0%	61	2.3K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	11	414	0	0
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.13%	5.98K	225.12K	5.98K	+100.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.13%	5.76K	216.71K	5.51K	+2,204.40%
Sep 30, 2025	CAPITAL WEALTH MANAGEMENT, LLC	6.15%	275.33K	10.36M	1.83K	+0.67%
Sep 30, 2025	LPL FINANCIAL LLC	2.95%	131.82K	4.96M	-25.08K	-15.99%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	2.66%	119.15K	4.48M	18.05K	+17.85%
Sep 30, 2025	UBS GROUP AG	0%	0	-	-495	-100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-69	-100.00%
Sep 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	0%	0	-	-62.16K	-100.00%
Sep 30, 2025	IPSEN ADVISOR GROUP LLC	2.29%	102.24K	3.85M	418	+0.41%
Sep 30, 2025	IFP ADVISORS, INC	0.42%	18.71K	703.98K	3.74K	+24.95%
Sep 30, 2025	ROVIN CAPITAL /UT/ /ADV	0.33%	14.65K	551K	197	+1.36%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.32%	14.13K	531.66K	694	+5.16%
Sep 30, 2025	WILLIAMS & NOVAK, LLC	0.13%	5.68K	213.68K	0	0
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.12%	5.55K	208.87K	5.55K	+100.00%
Sep 30, 2025	BRYN MAWR TRUST CO	0.04%	1.99K	75.01K	-55	-2.68%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.04%	1.73K	64.89K	433	+33.51%
Sep 30, 2025	LIGHTHOUSE WEALTH MANAGEMENT INC.	2.11%	94.24K	3.55M	8.27K	+9.61%
Sep 30, 2025	COMPREHENSIVE WEALTH MANAGEMENT, LLC	1.99%	88.97K	3.35M	17.35K	+24.22%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.16%	7.34K	275.65K	569	+8.41%
Sep 30, 2025	FIRST PREMIER BANK	0.23%	10.08K	379K	3.5K	+53.16%
Sep 30, 2025	CAPITAL SQUARE, LLC	0.13%	5.69K	214.12K	5.69K	+100.00%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.83%	37.06K	1.39M	1.01K	+2.79%
Sep 30, 2025	BERKELEY, INC	0.7%	31.35K	1.18M	-520	-1.63%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.49%	21.83K	821K	1.74K	+8.68%
Sep 30, 2025	CERTIFIED ADVISORY CORP	1.22%	54.66K	2.06M	82	+0.15%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.84%	37.4K	1.41M	1.17K	+3.23%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.12%	50.19K	1.89M	-77	-0.15%
Sep 30, 2025	APELLA CAPITAL, LLC	0.91%	40.83K	1.55M	-1.62K	-3.82%
Sep 30, 2025	WESCAP MANAGEMENT GROUP, INC.	0.85%	38.21K	1.44M	1.07K	+2.87%
Sep 30, 2025	SIGMA PLANNING CORP	0.21%	9.56K	359.76K	9.56K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.2%	9.17K	344.86K	9.17K	+100.00%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.18%	8.04K	302.27K	41	+0.51%
Sep 30, 2025	ROYAL BANK OF CANADA	0%	96	4K	0	0
Sep 30, 2025	SAGE MOUNTAIN ADVISORS LLC	0.23%	10.14K	381.35K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	500	18.81K	500	+100.00%
Sep 30, 2025	FMR LLC	0%	162	6.09K	162	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	2.54%	113.69K	4.28M	8.61K	+8.20%
Sep 30, 2025	FLOW TRADERS U.S. LLC	1.21%	54.02K	2.03M	29.1K	+116.77%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	1	38	-249	-99.60%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	0	-	-16.95K	-100.00%
Sep 30, 2025	TOTAL INVESTMENT MANAGEMENT INC	0%	0	-	-16	-100.00%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.39%	17.34K	652.27K	-736	-4.07%
Sep 30, 2025	TOUNJIAN ADVISORY PARTNERS, LLC	0.38%	17.15K	645.12K	-1.15K	-6.31%
Sep 30, 2025	JANE STREET GROUP, LLC	0.33%	14.71K	553.42K	14.71K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	13.82K	519.92K	1.22K	+9.68%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.3%	13.26K	490.42K	-521	-3.78%
Sep 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.23%	10.23K	384K	10.23K	+100.00%
Jun 30, 2025	TOTAL INVESTMENT MANAGEMENT INC	0%	16	568	16	+100.00%
Jun 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0%	0	-	-10.15K	-100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	12.6K	447.92K	-3.51K	-21.78%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	13.78K	489.88K	-6.03K	-30.42%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.3%	13.44K	477.72K	13.14K	+4,455.25%
Jun 30, 2025	ROVIN CAPITAL /UT/ /ADV	0.33%	14.45K	514K	-38	-0.26%
Jun 30, 2025	IFP ADVISORS, INC	0.34%	14.98K	532.4K	11.55K	+337.00%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.38%	16.95K	602K	16.95K	+100.00%
Jun 30, 2025	WESCAP MANAGEMENT GROUP, INC.	0.84%	37.15K	1.32M	-10.3K	-21.70%
Jun 30, 2025	IPSEN ADVISOR GROUP LLC	2.3%	101.82K	3.62M	3.23K	+3.27%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.15%	6.81K	240.24K	6.81K	+100.00%
Jun 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.16%	7.17K	254.91K	0	0
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.18%	7.99K	284.19K	-8	-0.10%
Jun 30, 2025	SAGE MOUNTAIN ADVISORS LLC	0.23%	10.14K	360.37K	0	0
Jun 30, 2025	WILLIAMS & NOVAK, LLC	0.13%	5.68K	201.92K	5.68K	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	11	391	-435	-97.53%
Jun 30, 2025	ROYAL BANK OF CANADA	0%	96	3K	0	0
Jun 30, 2025	BRYN MAWR TRUST CO	0.05%	2.05K	72.84K	-49	-2.34%
Jun 30, 2025	FIRST PREMIER BANK	0.15%	6.58K	234K	6.58K	+100.00%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.15%	6.77K	240.64K	6.77K	+100.00%
Jun 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.17%	7.57K	268.96K	571	+8.16%
Jun 30, 2025	APELLA CAPITAL, LLC	0.96%	42.45K	1.49M	-6.02K	-12.42%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.26%	11.69K	415.61K	5.13K	+78.14%
Jun 30, 2025		0.41%	18.3K	589.3K	-160	-0.87%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.82%	36.23K	1.29M	974	+2.76%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.13%	50.26K	1.79M	-681	-1.34%
Jun 30, 2025	CERTIFIED ADVISORY CORP	1.23%	54.58K	1.94M	4.16K	+8.26%
Jun 30, 2025	LPL FINANCIAL LLC	3.54%	156.91K	5.58M	-136.13K	-46.46%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	2.37%	105.08K	3.74M	10.73K	+11.37%
Jun 30, 2025	MORGAN STANLEY	0.02%	738	26.24M	0	0
Jun 30, 2025	CAPITAL A WEALTH MANAGEMENT, LLC	0.02%	667	19.55K	667	+100.00%
Jun 30, 2025	COMERICA BANK	0%	0	-	-2.09K	-100.00%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.41%	18.08K	642.58K	-1.11K	-5.76%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.45%	20.08K	714K	5.49K	+37.57%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.56%	24.92K	886K	8.47K	+51.44%
Jun 30, 2025	COMPREHENSIVE WEALTH MANAGEMENT, LLC	1.62%	71.62K	2.55M	-10.21K	-12.47%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.88%	83.21K	2.96M	452	+0.55%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.97%	87.07K	3.1M	-23.37K	-21.16%
Jun 30, 2025	MONTIS FINANCIAL, LLC	0.29%	12.85K	456.97K	-8.08K	-38.61%
Jun 30, 2025	LIGHTHOUSE WEALTH MANAGEMENT INC.	1.94%	85.98K	3.06M	-6.23K	-6.76%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	1.4%	62.16K	2K	62.16K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.01%	495	17.6K	495	+100.00%
Jun 30, 2025	SIGNATUREFD, LLC	0%	167	5.94K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	69	2.45K	69	+100.00%
Jun 30, 2025	BERKELEY, INC	0.72%	31.87K	1.13M	-21.14K	-39.88%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.01%	250	8.89K	0	0
Jun 30, 2025	TOUNJIAN ADVISORY PARTNERS, LLC	0.41%	18.3K	589.3K	-160	-0.87%
Jun 30, 2025	CAPITAL WEALTH MANAGEMENT, LLC	6.17%	273.5K	9.72M	18.16K	+7.11%
Jun 30, 2025	SACHETTA, LLC	1.91%	84.71K	3.01M	-46.82K	-35.60%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	2.28%	101.1K	3.59M	13.14K	+14.93%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.81%	36.05K	1.28M	3.85K	+11.95%
Jun 30, 2025	ASSETMARK, INC	0%	61	2.17K	61	+100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	250	8.89K	250	+100.00%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.03%	1.29K	45.93K	1.29K	+21,433.33%
Mar 31, 2025	ROVIN CAPITAL /UT/ /ADV	0.33%	14.49K	466K	676	+4.89%
Mar 31, 2025	PLANTE MORAN FINANCIAL ADVISORS, LLC	0%	0	-	-28	-100.00%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	0	-	-15.79K	-100.00%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	6	193	6	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0%	96	3K	-1.09K	-91.92%
Mar 31, 2025	SIGNATUREFD, LLC	0%	167	5.38K	22	+15.17%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.01%	250	8.05K	-62	-19.87%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.01%	295	9.44K	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	446	14.35K	-13	-2.83%
Mar 31, 2025	CONTINUUM ADVISORY, LLC	0.02%	648	20.87K	0	0
Mar 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.17%	7.17K	230.88K	168	+2.40%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.37%	16.11K	518.67K	-18.44K	-53.37%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.38%	16.46K	530K	16.46K	+100.00%
Mar 31, 2025		0.43%	18.46K	594.44K	18.46K	+100.00%
Mar 31, 2025	APELLA CAPITAL, LLC	1.12%	48.47K	1.5M	48.47K	+100.00%
Mar 31, 2025	CERTIFIED ADVISORY CORP	1.17%	50.42K	1.62M	-3.28K	-6.12%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.18%	50.94K	1.64M	98	+0.19%
Mar 31, 2025	SYSTELLIGENCE, LLC	1.64%	70.77K	2.28M	-55.29K	-43.86%
Mar 31, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	1.66%	71.92K	2.32M	71.92K	+100.00%
Mar 31, 2025	COMPREHENSIVE WEALTH MANAGEMENT, LLC	1.89%	81.83K	2.63M	-18.16K	-18.16%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.91%	82.76K	2.66M	-10.14K	-10.92%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	2.18%	94.35K	3.04M	5.39K	+6.06%
Mar 31, 2025	CAPITAL WEALTH MANAGEMENT, LLC	5.9%	255.34K	8.22M	8.79K	+3.56%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.44%	19.18K	617.6K	557	+2.99%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.01%	232	7.47K	232	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.55%	110.44K	3.56M	-1.03K	-0.92%
Mar 31, 2025	SACHETTA, LLC	3.04%	131.52K	4.24M	21.13K	+19.14%
Mar 31, 2025	MORGAN STANLEY	0.02%	738	23.76K	-2.25K	-75.32%
Mar 31, 2025	COMERICA BANK	0.05%	2.09K	67.35K	184	+9.65%
Mar 31, 2025	BRYN MAWR TRUST CO	0.05%	2.1K	67.56K	0	0
Mar 31, 2025	IFP ADVISORS, INC	0.08%	3.43K	110.35K	3.43K	+100.00%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.15%	6.56K	211.33K	-11.72K	-64.11%
Mar 31, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.16%	7K	223.91K	0	0
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0%	0	-	-1K	-100.00%
Mar 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.23%	10.15K	326K	-3.79K	-27.19%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.81%	35.26K	1.14M	8.15K	+30.08%
Mar 31, 2025	WESCAP MANAGEMENT GROUP, INC.	1.1%	47.44K	1.53M	1.38K	+2.98%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.18%	8K	257.66K	-573	-6.68%
Mar 31, 2025	SAGE MOUNTAIN ADVISORS LLC	0.23%	10.14K	326.41K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.46%	19.81K	637.78K	2.15K	+12.16%
Mar 31, 2025	MONTIS FINANCIAL, LLC	0.48%	20.94K	674.18K	-4.13K	-16.49%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.74%	32.2K	1.04M	8.01K	+33.11%
Mar 31, 2025	LPL FINANCIAL LLC	6.77%	293.04K	9.44M	130.05K	+79.79%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	2.03%	87.96K	2.83M	-22.09K	-20.08%
Mar 31, 2025	IPSEN ADVISOR GROUP LLC	2.28%	98.6K	3.17M	929	+0.95%
Mar 31, 2025	FMR LLC	0%	0	-	-1.12K	-100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	14.6K	470K	4.37K	+42.72%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0%	0	-	-41.44K	-100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0%	0	-	-2.51K	-100.00%
Mar 31, 2024	EVERGREEN PRIVATE WEALTH LLC	0%	0	-	-250	-100.00%
Mar 31, 2024	MORLING FINANCIAL ADVISORS, LLC	0%	0	-	-1.44K	-100.00%
Mar 31, 2024	CAPITAL WEALTH MANAGEMENT, LLC	6.01%	236.72K	7.46M	-30	-0.01%
Mar 31, 2024	SIGNATUREFD, LLC	0%	145	4.57K	0	0
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.01%	200	6.3K	0	0
Mar 31, 2024	UBS GROUP AG	0.01%	224	7.06K	224	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.01%	421	13K	0	0
Mar 31, 2024	CONTINUUM ADVISORY, LLC	0.02%	648	20.78K	648	+100.00%
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.03%	1K	28.54K	0	0
Mar 31, 2024	WASHINGTON TRUST CO	0.03%	1.1K	34.59K	1.1K	+100.00%
Mar 31, 2024	MORGAN STANLEY	0.04%	1.42K	44.79K	101	+7.65%
Mar 31, 2024	COMERICA BANK	0.05%	1.91K	60.09K	0	0
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.05%	1.99K	62.65K	346	+21.06%
Mar 31, 2024	SAGE MOUNTAIN ADVISORS LLC	0.26%	10.08K	317.43K	0	0
Mar 31, 2024	ROVIN CAPITAL /UT/ /ADV	0.27%	10.71K	337K	3.12K	+41.20%
Mar 31, 2024	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.28%	11K	346.59K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.31%	12.34K	388.73K	-2.77K	-18.34%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.42%	16.59K	522.7K	976	+6.25%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.43%	17.42K	548.61K	17.42K	+100.00%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.51%	19.96K	628.87K	-5.28K	-20.90%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.65%	25.57K	805.3K	-1.75K	-6.40%
Mar 31, 2024	WESCAP MANAGEMENT GROUP, INC.	0.68%	26.86K	845.97K	5.57K	+26.19%
Mar 31, 2024	SOLANO WEALTH MANAGEMENT, INC.	0.79%	31.03K	977.31K	31.03K	+100.00%
Mar 31, 2024	CERTIFIED ADVISORY CORP	0.97%	38.23K	1.2M	-6.81K	-15.13%
Mar 31, 2024	COMPREHENSIVE WEALTH MANAGEMENT, LLC	1.04%	41.13K	1.3M	5.79K	+16.39%
Mar 31, 2024	LPL FINANCIAL LLC	2.79%	112.95K	3.56M	50.82K	+81.81%
Mar 31, 2024	SYSTELLIGENCE, LLC	3.02%	118.96K	3.75M	-253	-0.21%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	4.01%	157.75K	4.97M	157.75K	+100.00%
Mar 31, 2024	TRADEMARK FINANCIAL MANAGEMENT, LLC	0.55%	21.47K	676.15K	21.47K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	1.73%	68.16K	2.15M	15.75K	+30.04%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	1.76%	69.43K	2.19M	69.43K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.47%	99.82K	3.14M	-4.78K	-4.57%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	4.21%	165.78K	5.22M	778	+0.47%
Mar 31, 2024	SACHETTA, LLC	0.07%	2.78K	81.52M	0	0
Mar 31, 2024	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.12%	4.77K	150.24K	4.77K	+100.00%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.17%	6.66K	209.73K	6.66K	+100.00%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.17%	6.74K	212.17K	6.74K	+100.00%
Mar 31, 2024	THOROUGHBRED FINANCIAL SERVICES, LLC	0.18%	7.19K	226K	7.19K	+100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0.19%	7.8K	245.76K	-2K	-20.44%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	8.64K	272K	691	+8.69%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.83%	104.6K	3.06M	3.48K	+3.44%
Dec 31, 2023	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.03%	1K	26.56K	0	0
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.01%	511	14.96K	65	+14.57%
Dec 31, 2023	ROYAL BANK OF CANADA	0.01%	421	13K	0	0
Dec 31, 2023		0.01%	200	5.86K	200	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	1.68%	62.12K	1.82M	15.56K	+33.41%
Dec 31, 2023	SIGNATUREFD, LLC	0%	145	4.25K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	1	37	1	+100.00%
Dec 31, 2023	CERTIFIED ADVISORY CORP	1.22%	45.04K	1.32M	45.04K	+100.00%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	1.42%	52.41K	1.54M	-9.33K	-15.11%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	7.95K	233K	725	+10.04%
Dec 31, 2023	ROVIN CAPITAL /UT/ /ADV	0.21%	7.58K	222K	-94	-1.22%
Dec 31, 2023	JANE STREET GROUP, LLC	0.27%	9.81K	287.34K	-7.71K	-44.03%
Dec 31, 2023	CAPITAL WEALTH MANAGEMENT, LLC	6.41%	236.75K	6.94M	-3.87K	-1.61%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	4.47%	165K	4.87M	23.51K	+16.62%
Dec 31, 2023	SAGE MOUNTAIN ADVISORS LLC	0.27%	10.08K	295.28K	10.08K	+100.00%
Dec 31, 2023	CEDAR BROOK FINANCIAL PARTNERS, LLC	0.3%	11K	322.68K	3.76K	+51.95%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.41%	15.11K	442.72K	-16.17K	-51.68%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.42%	15.62K	457.61K	1.48K	+10.50%
Dec 31, 2023	WESCAP MANAGEMENT GROUP, INC.	0.58%	21.28K	623.64K	8.02K	+60.43%
Dec 31, 2023	SYSTELLIGENCE, LLC	3.23%	119.21K	3.49M	12.45K	+11.66%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.68%	25.24K	739.59K	-2.52K	-9.07%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.07%	2.51K	73.72K	2.51K	+100.00%
Dec 31, 2023	COMERICA BANK	0.05%	1.91K	55.89K	286	+17.64%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.04%	1.64K	47.89K	1.64K	+100.00%
Dec 31, 2023	MORLING FINANCIAL ADVISORS, LLC	0.04%	1.44K	42.17K	0	0
Dec 31, 2023	DYNAMIC ADVISOR SOLUTIONS LLC	0.74%	27.31K	793.42K	-168	-0.61%
Dec 31, 2023	OLD MISSION CAPITAL LLC	1.12%	41.44K	1.21M	41.44K	+100.00%
Dec 31, 2023	MORGAN STANLEY	0.04%	1.32K	38.72K	718	+119.07%

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