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

Who are the major shareholders selling State Street Income Allocation ETF stock?

SUSQUEHANNA INTERNATIONAL GROUP, LLP, in the last quarter, reduced its stake in INKM by -2.17% restricting it's holding to 7.54 thousand shares of worth nearly $258.93K. ENVESTNET ASSET MANAGEMENT INC also lessened -1.61% of the INKM shares from its portfolio, reducing its holding to 67.91 thousand shares of worth $2.33M. TRUIST FINANCIAL CORP also shunned INKM shares holding by -1.77% last quarter which brought its holding to 55.77 thousand shares worth $1.91M.

Investors who are buying INKM stock?

As per its latest 13F filing, ADVISOR GROUP HOLDINGS, INC. increased its stake in INKM by 18,120% in the last quarter. The institutional holder raised its holding to 2.73 thousand shares having worth more than $93.84K. LPL FINANCIAL LLC also added 10.46% more shares of INKM to its portfolio, raising its holding to 80.95 thousand shares of worth $2.78M. RETIREFUL, LLC also increased its INKM shares holding by 100% which brought its holding to 8.99 thousand shares worth $308.57K.

INKM's major insiders: who are they?

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

Did an insider recently sell INKM stock?

Company executives, directors, and other insiders own N/A percent of State Street Income Allocation ETF's stock. Within the last six months, there have been 0 transaction(s) in which INKM insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased INKM stock?

There have been 0 transaction(s) during the past 6-months in which State Street Income Allocation ETF insiders have bought stock, totalling 0 shares

How much of INKM does insiders own?

Around 0 State Street Income Allocation ETF shares are held by insiders, which represents about N/A of INKM stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in INKM?

SUSQUEHANNA INTERNATIONAL GROUP, LLP is the largest institutional owner in INKM which holds 7.54 thousand shares worth $258.93K or 0.36% of the total INKM shares outstanding followed by ADVISOR GROUP HOLDINGS, INC. with ownership of 2.73 thousand shares representing 0.13% of the INKM ownership. LPL FINANCIAL LLC is the third largest stakeholder with 80.95 thousand shares or 3.9% of the ownership worth more than $2.78M.

Is State Street Income Allocation 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 INKM is concerned, it is a stock which is optionable.

Is there a short position on INKM's shares?

Number of INKM 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 INKM shares are there?

As of today, null shares of INKM are outstanding.

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

INKM 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 INKM is null.

State Street Income Allocation ETF (INKM) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. SUSQUEHANNA INTERNATIONAL GROUP, LLP is the top corporate investor, holding 7.54K shares valued at $258.93K. A 0.36% stake in State Street Income Allocation ETF is owned by the company. ADVISOR GROUP HOLDINGS, INC. owns 2.73K shares valued at $93.84K, 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	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.36%	7.54K	258.93K	-167	-2.17%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.13%	2.73K	93.84K	2.72K	+18,120.00%
Jun 30, 2026	LPL FINANCIAL LLC	3.9%	80.95K	2.78M	7.67K	+10.46%
Jun 30, 2026	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.5%	10.27K	352.59K	0	0
Jun 30, 2026	RETIREFUL, LLC	0.43%	8.99K	308.57K	8.99K	+100.00%
Jun 30, 2026	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.29%	6.1K	209.25K	0	0
Jun 30, 2026	HILLTOP HOLDINGS INC.	0.28%	5.85K	200.74K	5.85K	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	3.28%	67.91K	2.33M	-1.11K	-1.61%
Jun 30, 2026	TRUIST FINANCIAL CORP	2.69%	55.77K	1.91M	-1.01K	-1.77%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.65%	34.27K	1.18M	-234	-0.68%
Jun 30, 2026	MORGAN STANLEY	0.63%	13.07K	448.66K	-2	-0.02%
Jun 30, 2026		4.27%	93.3K	3.2M	84	+0.09%
Jun 30, 2026	MANSKE WEALTH MANAGEMENT	4.5%	93.3K	3.2M	84	+0.09%
Jun 30, 2026	ROSSMORE PRIVATE CAPITAL	0.6%	12.52K	429.66K	-5.05K	-28.75%
Jun 30, 2026	CITY NATIONAL BANK OF FLORIDA /MSD	0.59%	12.15K	416.99K	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	1.4%	29.11K	999K	13.06K	+81.36%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.1%	22.89K	785.8K	784	+3.55%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.03%	21.27K	730.13K	-47	-0.22%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.09%	1.81K	62.18K	-270	-12.99%
Jun 30, 2026	SBI SECURITIES CO., LTD.	0.04%	805	27.64K	99	+14.02%
Jun 30, 2026	CX INSTITUTIONAL	0.03%	572	20K	-11	-1.89%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0%	65	2.23K	65	+100.00%
Jun 30, 2026	FMR LLC	0%	1	34	1	+100.00%
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0%	0	-	-468	-100.00%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.9%	18.73K	642.86K	3.51K	+23.09%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	0.37%	7.66K	262.97K	835	+12.23%
Mar 31, 2026	RETIREFUL, LLC	0%	0	-	-11.54K	-100.00%
Mar 31, 2026	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.29%	6.1K	204.23K	0	0
Mar 31, 2026	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.49%	10.27K	344.12K	-591	-5.44%
Mar 31, 2026	CITY NATIONAL BANK OF FLORIDA /MSD	0.58%	12.15K	406.98K	0	0
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.73%	15.21K	509.71K	2.04K	+15.47%
Mar 31, 2026	ROYAL BANK OF CANADA	0.77%	16.05K	538K	0	0
Mar 31, 2026	ROSSMORE PRIVATE CAPITAL	0.84%	17.57K	588.56K	-9.45K	-34.98%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1.02%	21.31K	714.18K	-411	-1.89%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	3.31%	69.02K	2.31M	-688	-0.99%
Mar 31, 2026	LPL FINANCIAL LLC	3.52%	73.28K	2.46M	9.27K	+14.47%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.06%	22.11K	740.69K	-18.1K	-45.02%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.66%	34.51K	1.16M	-9.25K	-21.14%
Mar 31, 2026	TRUIST FINANCIAL CORP	2.72%	56.77K	1.9M	-601	-1.05%
Mar 31, 2026		0%	0	-	-30	-100.00%
Mar 31, 2026	MORGAN STANLEY	0.63%	13.07K	437.95K	-3.02K	-18.75%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0%	15	502	-3.19K	-99.53%
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.02%	468	15.68K	468	+100.00%
Mar 31, 2026	CX INSTITUTIONAL	0.03%	583	20K	-35	-5.66%
Mar 31, 2026	SBI SECURITIES CO., LTD.	0.03%	706	23.66K	51	+7.79%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.1%	2.08K	68.8K	-94	-4.33%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.33%	6.83K	228.67K	57	+0.84%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.37%	7.71K	258.31K	7.71K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.19%	43.76K	1.44M	-23.57K	-35.01%
Dec 31, 2025	TRUIST FINANCIAL CORP	2.87%	57.37K	1.89M	1.75K	+3.15%
Dec 31, 2025	LPL FINANCIAL LLC	3.09%	64.02K	2.11M	18.52K	+40.72%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.4%	69.71K	2.3M	13.9K	+24.90%
Dec 31, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.54%	10.86K	358.3K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.78%	16.05K	529K	1.92K	+13.61%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0.66%	13.17K	434.6K	12.3K	+1,405.60%
Dec 31, 2025	CITY NATIONAL BANK OF FLORIDA /MSD	0.59%	12.15K	400.7K	0	0
Dec 31, 2025	MORGAN STANLEY	0.78%	16.09K	530.7K	-2.4K	-13.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.05%	21.73K	716.71K	-207	-0.94%
Dec 31, 2025	ELEVATION CAPITAL ADVISORY, LLC	0%	0	-	-165.26K	-100.00%
Dec 31, 2025	FMR LLC	0%	0	-	-1	-100.00%
Dec 31, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.31%	6.1K	201.07K	-225	-3.56%
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0%	0	-	-12.15K	-100.00%
Dec 31, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0%	0	-	-635	-100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-8.9K	-100.00%
Dec 31, 2025	ROSSMORE PRIVATE CAPITAL	1.35%	27.02K	891.23K	-130	-0.48%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.96%	40.2K	1.33M	17.36K	+76.01%
Dec 31, 2025		0%	30	990	30	+100.00%
Dec 31, 2025	CX INSTITUTIONAL	0.03%	618	20K	-2	-0.32%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0.03%	655	21.61K	10	+1.55%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.11%	2.17K	71.65K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	3.2K	105.65K	7	+0.22%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.33%	6.77K	223.27K	281	+4.33%
Dec 31, 2025	RETIREFUL, LLC	0.58%	11.54K	381.95K	11.54K	+100.00%
Sep 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0%	0	-	-135	-100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	0	-	-1.79K	-100.00%
Sep 30, 2025	FMR LLC	0%	1	33	1	+100.00%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.56%	12.15K	402.3K	12.15K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.05%	22.84K	756.53K	-1.99K	-8.02%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.01%	21.93K	726.43K	-7.68K	-25.93%
Sep 30, 2025	LPL FINANCIAL LLC	2.09%	45.49K	1.51M	-31.97K	-41.27%
Sep 30, 2025	ROSSMORE PRIVATE CAPITAL	1.25%	27.15K	899.09K	-4.45K	-14.08%
Sep 30, 2025	BALLAST, INC.	0%	0	-	-6.32K	-100.00%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0%	0	-	-360	-100.00%
Sep 30, 2025	NBC SECURITIES, INC.	0%	0	-	-399	-100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.03%	645	21.36K	73	+12.76%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	3.2K	105.6K	5	+0.16%
Sep 30, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.29%	6.32K	209.33K	0	0
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.3%	6.49K	214.84K	6.49K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.41%	8.9K	294.82K	650	+7.88%
Sep 30, 2025	UBS GROUP AG	0%	0	-	-293	-100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-10.2K	-100.00%
Sep 30, 2025	CX INSTITUTIONAL	0.03%	620	21K	-1	-0.16%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.04%	875	28.98K	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.1%	2.17K	71.72K	833	+62.21%
Sep 30, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.5%	10.86K	359.74K	-13	-0.12%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.1%	67.33K	2.23M	1.49K	+2.26%
Sep 30, 2025	ELEVATION CAPITAL ADVISORY, LLC	7.61%	165.26K	5.47M	165.26K	+100.00%
Sep 30, 2025	CITY NATIONAL BANK OF FLORIDA /MSD	0.56%	12.15K	402.3K	12.15K	+100.00%
Sep 30, 2025	TRUIST FINANCIAL CORP	2.56%	55.62K	1.84M	3.08K	+5.85%
Sep 30, 2025	RETIREFUL, LLC	0%	0	-	-35.79K	-100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.57%	55.81K	1.85M	3.08K	+5.83%
Sep 30, 2025		3.77%	81.99K	2.72M	1.44K	+1.78%
Sep 30, 2025	ROYAL BANK OF CANADA	0.65%	14.13K	468K	-1.54K	-9.81%
Sep 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.03%	635	21.03K	7	+1.11%
Sep 30, 2025	MORGAN STANLEY	0.85%	18.49K	612.42K	628	+3.52%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.09%	1.79K	57.75K	1.79K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	2.59%	52.74K	1.7M	-3.59K	-6.37%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.45%	29.61K	956.96K	-129	-0.43%
Jun 30, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.53%	10.87K	351.44K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.5%	10.2K	329.78K	10.2K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.4%	8.25K	266.66K	672	+8.87%
Jun 30, 2025	BALLAST, INC.	0.31%	6.32K	204.26K	6.32K	+100.00%
Jun 30, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.31%	6.32K	204.26K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.04%	875	28.28K	875	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	3.19K	103.11K	-2.21K	-40.94%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.07%	1.34K	43.07K	903	+207.11%
Jun 30, 2025	NBC SECURITIES, INC.	0.02%	399	12K	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.02%	360	11.64K	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.23%	65.84K	2.13M	109	+0.17%
Jun 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.03%	628	20.28K	10	+1.62%
Jun 30, 2025	UBS GROUP AG	0.01%	293	9.47K	293	+100.00%
Jun 30, 2025	CX INSTITUTIONAL	0.03%	621	20K	-12	-1.90%
Jun 30, 2025		3.95%	80.55K	2.6M	1.46K	+1.85%
Jun 30, 2025	TRUIST FINANCIAL CORP	2.58%	52.55K	1.7M	-3.59K	-6.40%
Jun 30, 2025	RETIREFUL, LLC	1.76%	35.79K	1.16M	-2.15K	-5.67%
Jun 30, 2025	ROSSMORE PRIVATE CAPITAL	1.55%	31.6K	1.02M	-150	-0.47%
Jun 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.01%	135	4.36K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.22%	24.83K	802.53K	154	+0.62%
Jun 30, 2025	MORGAN STANLEY	0.88%	17.86K	577.25K	-22.7K	-55.97%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	0	-	-670	-100.00%
Jun 30, 2025	KEY FINANCIAL INC	0%	0	-	-173	-100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.77%	15.66K	506K	-366	-2.28%
Jun 30, 2025	LPL FINANCIAL LLC	3.8%	77.47K	2.5M	-31.12K	-28.66%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0.03%	572	18.49K	86	+17.70%
Mar 31, 2025	MORGAN STANLEY	1.96%	40.56K	1.29M	-38.38K	-48.61%
Mar 31, 2025	SYNERGY ASSET MANAGEMENT, LLC	0%	0	-	-122.89K	-100.00%
Mar 31, 2025	TRUIST FINANCIAL CORP	2.71%	56.14K	1.79M	56.14K	+100.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	436	13.84K	436	+100.00%
Mar 31, 2025		0.02%	486	15.46K	-704	-59.16%
Mar 31, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.03%	618	19.65K	5	+0.82%
Mar 31, 2025	CX INSTITUTIONAL	0.03%	633	20K	633	+100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.03%	670	21.31K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	5.4K	171.8K	2.68K	+98.27%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.44%	29.74K	945.7K	589	+2.02%
Mar 31, 2025	ROSSMORE PRIVATE CAPITAL	1.53%	31.75K	1.01M	-3.05K	-8.77%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.72%	56.33K	1.79M	56.33K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.17%	65.73K	2.09M	5.71K	+9.51%
Mar 31, 2025	LPL FINANCIAL LLC	5.24%	108.59K	3.45M	4.79K	+4.61%
Mar 31, 2025	CITADEL ADVISORS LLC	0.37%	7.58K	241.01K	7.58K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.77%	16.03K	510K	-879	-5.20%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.19%	24.68K	784.76K	-19.24K	-43.81%
Mar 31, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.31%	6.32K	200.98K	-125	-1.94%
Mar 31, 2025	NBC SECURITIES, INC.	0.02%	399	12	399	+100.00%
Mar 31, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.53%	10.87K	345.79K	0	0
Mar 31, 2025	COMERICA BANK	0%	0	-	-3.38K	-100.00%
Mar 31, 2025	KEY FINANCIAL INC	0.01%	173	5.5K	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-10.03K	-100.00%
Mar 31, 2025	WIN ADVISORS, INC	0%	0	-	-29.25K	-100.00%
Mar 31, 2025	GEOWEALTH MANAGEMENT, LLC	0%	0	-	-22	-100.00%
Mar 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.01%	135	4.29K	135	+100.00%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.02%	360	11.45K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	1.47%	36.29K	1.13M	-31.95K	-46.82%
Mar 31, 2024	FMR LLC	0%	1	31	-31	-96.88%
Mar 31, 2024	LPL FINANCIAL LLC	4.27%	105.71K	3.3M	-1.69K	-1.58%
Mar 31, 2024	GEOWEALTH MANAGEMENT, LLC	0%	0	-	-12.73K	-100.00%
Mar 31, 2024	MARINER, LLC	0%	0	-	-6.93K	-100.00%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	80	2.5K	80	+100.00%
Mar 31, 2024	IMPACT PARTNERSHIP WEALTH, LLC	0%	100	3.12K	0	0
Mar 31, 2024	KEY FINANCIAL INC	0.02%	350	10.92K	350	+100.00%
Mar 31, 2024	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.03%	589	18.39K	589	+100.00%
Mar 31, 2024	NBC SECURITIES, INC.	0.04%	883	27K	-33	-3.60%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.17%	4.33K	134.98K	7	+0.16%
Mar 31, 2024	COMERICA BANK	0.22%	5.33K	166.2K	-13.5K	-71.71%
Mar 31, 2024	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.29%	6.47K	201.94K	-305	-4.50%
Mar 31, 2024	CITADEL ADVISORS LLC	0.37%	9.21K	287.31K	9.21K	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.38%	9.33K	291.27K	-96	-1.02%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.46%	11.29K	352.52K	-62.81K	-84.76%
Mar 31, 2024	SILVER OAK SECURITIES, INCORPORATED	0.61%	13.73K	428.6K	-87.54K	-86.44%
Mar 31, 2024	ALPHASTAR CAPITAL MANAGEMENT, LLC	1.05%	23.74K	740.94K	-2.82K	-10.63%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.35%	33.33K	1.04M	2.12K	+6.78%
Mar 31, 2024	ROSSMORE PRIVATE CAPITAL	1.53%	34.7K	1.08M	-1.03K	-2.87%
Mar 31, 2024	UBS GROUP AG	1.92%	47.47K	1.48M	-8.28K	-14.86%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.97%	48.77K	1.52M	32.17K	+193.84%
Mar 31, 2024	MORGAN STANLEY	4.79%	118.59K	3.7M	1.18K	+1.01%
Mar 31, 2024	STIFEL FINANCIAL CORP	0%	0	-	-7.75K	-100.00%
Mar 31, 2024	WIN ADVISORS, INC	1.81%	41.14K	1.28M	41.14K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	2.81%	68.24K	2.12M	-20K	-22.67%
Dec 31, 2023	SILVER OAK SECURITIES, INCORPORATED	4.16%	101.28K	3.14M	101.28K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	4.42%	107.4K	3.33M	68.78K	+178.09%
Dec 31, 2023	MORGAN STANLEY	4.83%	117.41K	3.64M	-9.18K	-7.25%
Dec 31, 2023	FMR LLC	0%	32	993	32	+100.00%
Dec 31, 2023		0%	100	3.1K	0	0
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.03%	670	20.8K	0	0
Dec 31, 2023	NBC SECURITIES, INC.	0.04%	916	28K	-57	-5.86%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.18%	4.32K	134.03K	0	0
Dec 31, 2023	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.28%	6.78K	210.28K	6.78K	+100.00%
Dec 31, 2023	MARINER, LLC	0.28%	6.93K	214.94K	6.93K	+100.00%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.32%	7.75K	240.61K	81	+1.06%
Dec 31, 2023	GEOWEALTH MANAGEMENT, LLC	0.52%	12.73K	395K	12.73K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.68%	16.6K	515K	-497	-2.91%
Dec 31, 2023	COMERICA BANK	0.77%	18.82K	584.13K	10.65K	+130.36%
Dec 31, 2023	ALPHASTAR CAPITAL MANAGEMENT, LLC	1.09%	26.56K	824.46K	-455	-1.68%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.28%	31.21K	968.75K	3.88K	+14.18%
Dec 31, 2023	ROSSMORE PRIVATE CAPITAL	1.47%	35.72K	1.11M	180	+0.51%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	3.05%	74.1K	2.3M	59.86K	+420.34%
Dec 31, 2023	UBS GROUP AG	2.29%	55.75K	1.73M	-2.12K	-3.66%

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