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

Who are the major shareholders selling Janus Henderson Small Cap Growth Alpha ETF stock?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, in the last quarter, reduced its stake in JSML by -54.9% restricting it's holding to 5.52 thousand shares of worth nearly $500.22K. WEALTHCARE ADVISORY PARTNERS LLC also lessened -82.99% of the JSML shares from its portfolio, reducing its holding to 7.21 thousand shares of worth $671.30K. IAG WEALTH PARTNERS, LLC also shunned JSML shares holding by -0.26% last quarter which brought its holding to 7.7 thousand shares worth $716.43K.

Investors who are buying JSML stock?

As per its latest 13F filing, KOSHINSKI ASSET MANAGEMENT, INC. increased its stake in JSML by 100% in the last quarter. The institutional holder raised its holding to 5 thousand shares having worth more than $465.28K. DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. also added 0.55% more shares of JSML to its portfolio, raising its holding to 7.29 thousand shares of worth $677.86K. CAPITAL PERFORMANCE ADVISORS LLP also increased its JSML shares holding by 0.06% which brought its holding to 8.18 thousand shares worth $761.08K.

JSML's major insiders: who are they?

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

Did an insider recently sell JSML stock?

Company executives, directors, and other insiders own N/A percent of Janus Henderson Small Cap Growth Alpha ETF's stock. Within the last six months, there have been 0 transaction(s) in which JSML insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased JSML stock?

There have been 0 transaction(s) during the past 6-months in which Janus Henderson Small Cap Growth Alpha ETF insiders have bought stock, totalling 0 shares

How much of JSML does insiders own?

Around 0 Janus Henderson Small Cap Growth Alpha ETF shares are held by insiders, which represents about N/A of JSML stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in JSML?

KOSHINSKI ASSET MANAGEMENT, INC. is the largest institutional owner in JSML which holds 5 thousand shares worth $465.28K or 0.12% of the total JSML shares outstanding followed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with ownership of 5.52 thousand shares representing 0.13% of the JSML ownership. UNIFIED INVESTMENT MANAGEMENT is the third largest stakeholder with 6.23 thousand shares or 0.15% of the ownership worth more than $579.53K.

Is Janus Henderson Small Cap Growth Alpha 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 JSML is concerned, it is a stock which is optionable.

Is there a short position on JSML's shares?

Number of JSML 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 JSML shares are there?

As of today, null shares of JSML are outstanding.

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

JSML 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 JSML is null.

Janus Henderson Small Cap Growth Alpha ETF (JSML) 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. KOSHINSKI ASSET MANAGEMENT, INC. is the top corporate investor, holding 5K shares valued at $465.28K. A 0.12% stake in Janus Henderson Small Cap Growth Alpha ETF is owned by the company. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC owns 5.52K shares valued at $500.22K, 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	KOSHINSKI ASSET MANAGEMENT, INC.	0.12%	5K	465.28K	5K	+100.00%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.13%	5.52K	500.22K	-6.72K	-54.90%
Jun 30, 2026	UNIFIED INVESTMENT MANAGEMENT	0.15%	6.23K	579.53K	0	0
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.17%	7.21K	671.3K	-35.19K	-82.99%
Jun 30, 2026	DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.	0.18%	7.29K	677.86K	40	+0.55%
Jun 30, 2026	IAG WEALTH PARTNERS, LLC	0.19%	7.7K	716.43K	-20	-0.26%
Jun 30, 2026	KWB WEALTH	0.19%	7.82K	727.41K	-541	-6.47%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.19%	7.88K	733.57K	-998	-11.24%
Jun 30, 2026	REDHAWK WEALTH ADVISORS, INC.	0.2%	8.13K	756.87K	-17.07K	-67.72%
Jun 30, 2026	CAPITAL PERFORMANCE ADVISORS LLP	0.2%	8.18K	761.08K	5	+0.06%
Jun 30, 2026	KEY FINANCIAL INC	0.2%	8.28K	770.31K	1.77K	+27.20%
Jun 30, 2026	SILVER OAK SECURITIES, INCORPORATED	0.23%	9.63K	896.29K	-3.1K	-24.33%
Jun 30, 2026	HF ADVISORY GROUP, LLC	0.27%	11.16K	1.04M	18	+0.16%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.27%	11.3K	1.05M	1.71K	+17.87%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.3%	12.55K	1.17M	2.63K	+26.54%
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.3%	12.62K	1.17M	12.62K	+100.00%
Jun 30, 2026	WILLNER & HELLER, LLC	0.31%	13.07K	1.22M	-1.17K	-8.23%
Jun 30, 2026	IFP ADVISORS, INC	0.36%	14.96K	1.39M	534	+3.70%
Jun 30, 2026	MCF ADVISORS LLC	2.34%	97.03K	9.03M	97.03K	+100.00%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	2.91%	120.95K	11.25M	665	+0.55%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	3.43%	142.27K	13.24M	5.86K	+4.30%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	3.57%	148.1K	13.78M	-1.84K	-1.23%
Jun 30, 2026	ROYAL BANK OF CANADA	3.91%	162.48K	15.12M	3.74K	+2.35%
Jun 30, 2026	UBS GROUP AG	4.65%	192.93K	17.95M	75.54K	+64.34%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	5.73%	238.04K	22.15M	56.64K	+31.23%
Jun 30, 2026	LPL FINANCIAL LLC	8.29%	344.29K	32.04M	-61.9K	-15.24%
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	11.62%	482.6K	44.91M	12.98K	+2.76%
Jun 30, 2026	GUERRA PAN ADVISORS, LLC	0.4%	16.53K	1.54M	-985	-5.63%
Jun 30, 2026	SOVRAN ADVISORS, LLC	0.49%	20.2K	1.77M	2.55K	+14.47%
Jun 30, 2026	ORGEL WEALTH MANAGEMENT, LLC	0.58%	23.91K	2.22M	-450	-1.85%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.59%	24.58K	2.29M	10.55K	+75.14%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	0.69%	28.66K	2.67M	-1.9K	-6.23%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.84%	34.72K	3.23M	2.63K	+8.19%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.88%	36.72K	3.42M	29.03K	+377.46%
Jun 30, 2026	HORIZON FAMILY WEALTH, INC.	1.1%	45.71K	4.25M	934	+2.09%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.37%	15.22K	1.42M	2.97K	+24.26%
Jun 30, 2026	BRADLEY FOSTER & SARGENT INC/CT	0.36%	15.06K	1.4M	829	+5.83%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.17%	7.01K	652.16K	-1.79K	-20.30%
Jun 30, 2026	WIN ADVISORS, INC	0.16%	6.76K	628.96K	-107	-1.56%
Jun 30, 2026	PURUS WEALTH MANAGEMENT, LLC	1.13%	46.76K	4.35M	-8.46K	-15.32%
Jun 30, 2026	FIDELITY D & D BANCORP INC	1.3%	53.94K	5.02M	5.21K	+10.68%
Jun 30, 2026	QUADCAP WEALTH MANAGEMENT, LLC	1.35%	55.93K	5.2M	-6.5K	-10.41%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.39%	16K	1.49M	16K	+100.00%
Jun 30, 2026	CHOREO, LLC	1.36%	56.42K	5.25M	56.42K	+100.00%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	1.64%	68.22K	6.35M	-4.93K	-6.74%
Jun 30, 2026	Z3 CAPITAL PARTNERS, LLC	1.67%	69.29K	6.45M	-677	-0.97%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.97%	81.67K	7.6M	-18.91K	-18.80%
Jun 30, 2026	TRIANGLE SECURITIES WEALTH MANAGEMENT	2.16%	89.48K	8.33M	5.02K	+5.95%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	4.47K	416.14K	-7.48K	-62.58%
Jun 30, 2026	APOLLON FINANCIAL, LLC	0.11%	4.64K	431.61K	-1.45K	-23.84%
Mar 31, 2026	APOLLON FINANCIAL, LLC	0.15%	6.09K	426.49K	6.09K	+100.00%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.24%	9.91K	694.27K	437	+4.61%
Mar 31, 2026	UNIFIED INVESTMENT MANAGEMENT	0.15%	6.23K	436.13K	400	+6.86%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.21%	8.88K	621.95K	-854	-8.77%
Mar 31, 2026	HF ADVISORY GROUP, LLC	0.27%	11.15K	780.6K	-457	-3.94%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.77%	32.09K	2.25M	4.81K	+17.64%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	3.61%	149.94K	10.5M	5.67K	+3.93%
Mar 31, 2026	ROYAL BANK OF CANADA	3.82%	158.74K	11.12M	-2.79K	-1.73%
Mar 31, 2026	KEY FINANCIAL INC	0.16%	6.51K	455.75K	1.85K	+39.72%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.29%	12.23K	866.67K	-10.76K	-46.81%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.3%	12.25K	857.79K	5.57K	+83.45%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.34%	14.04K	982.91K	13.12K	+1,427.31%
Mar 31, 2026	BRADLEY FOSTER & SARGENT INC/CT	0.34%	14.23K	996.38K	3.89K	+37.65%
Mar 31, 2026	SOVRAN ADVISORS, LLC	0.42%	17.64K	1.43M	-102	-0.57%
Mar 31, 2026	UBS GROUP AG	2.83%	117.39K	8.22M	16.31K	+16.14%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	2.9%	120.28K	8.42M	9.98K	+9.04%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	4.37%	181.4K	12.7M	8.99K	+5.22%
Mar 31, 2026	FIFTH THIRD SECURITIES, INC.	0.1%	4.06K	284.25K	-5.73K	-58.53%
Mar 31, 2026	QUADCAP WEALTH MANAGEMENT, LLC	1.5%	62.43K	4.37M	9.67K	+18.32%
Mar 31, 2026	ORGEL WEALTH MANAGEMENT, LLC	0.59%	24.36K	1.71M	-7.51K	-23.57%
Mar 31, 2026	HORIZON FAMILY WEALTH, INC.	1.08%	44.77K	3.14M	-502	-1.11%
Mar 31, 2026	FIDELITY D & D BANCORP INC	1.17%	48.74K	3.41M	6.9K	+16.49%
Mar 31, 2026	WIN ADVISORS, INC	0.17%	6.87K	480.82K	2.56K	+59.49%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.17%	7K	490.37K	-62.37K	-89.91%
Mar 31, 2026	DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.	0.17%	7.25K	507.35K	-172	-2.32%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.19%	7.69K	538.66K	-24.22K	-75.90%
Mar 31, 2026	IAG WEALTH PARTNERS, LLC	0.19%	7.72K	540.56K	-420	-5.16%
Mar 31, 2026	CAPITAL PERFORMANCE ADVISORS LLP	0.2%	8.17K	572.44K	13	+0.16%
Mar 31, 2026	KWB WEALTH	0.2%	8.36K	614.85K	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	3.29%	136.41K	9.55M	-20.06K	-12.82%
Mar 31, 2026	CWM, LLC	3.29%	136.62K	9.57M	-1.98K	-1.43%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.01%	549	38.45K	151	+37.94%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.02%	598	41.88K	0	0
Mar 31, 2026	TRIUMPH CAPITAL MANAGEMENT	0.02%	900	63.03K	0	0
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.08%	2.95K	206.59K	-407	-12.12%
Mar 31, 2026	CAPROCK GROUP, LLC	0.09%	3.45K	241.89K	524	+17.90%
Mar 31, 2026	CAPITAL ADVISORS, LTD. LLC	0.1%	3.98K	279K	117	+3.03%
Mar 31, 2026	LPL FINANCIAL LLC	9.78%	406.19K	28.44M	25.63K	+6.74%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	11.31%	469.62K	32.89M	469.62K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.23%	9.58K	671.13K	-54	-0.56%
Mar 31, 2026	REDHAWK WEALTH ADVISORS, INC.	0.61%	25.2K	1.76M	-388	-1.52%
Mar 31, 2026	STUDIO INVESTMENT MANAGEMENT LLC	0.1%	4.2K	294.09K	638	+17.93%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.1%	4.2K	294.12K	0	0
Mar 31, 2026	BLUE JEAN FINANCIAL LLC	0.24%	9.81K	687.2K	289	+3.03%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.29%	11.95K	836.92K	-5.45K	-31.31%
Mar 31, 2026	SILVER OAK SECURITIES, INCORPORATED	0.31%	12.73K	891.4K	2.47K	+24.06%
Mar 31, 2026	WILLNER & HELLER, LLC	0.34%	14.25K	997.66K	-72	-0.50%
Mar 31, 2026	IFP ADVISORS, INC	0.35%	14.42K	1.01M	6.1K	+73.32%
Mar 31, 2026	GUERRA PAN ADVISORS, LLC	0.42%	17.51K	1.23M	-166	-0.94%
Mar 31, 2026	PURUS WEALTH MANAGEMENT, LLC	1.33%	55.21K	3.87M	-5.18K	-8.58%
Mar 31, 2026	Z3 CAPITAL PARTNERS, LLC	1.69%	69.97K	4.9M	-4.43K	-5.96%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	1.76%	73.15K	5.18M	5.34K	+7.87%
Mar 31, 2026	TRIANGLE SECURITIES WEALTH MANAGEMENT	2.03%	84.46K	5.91M	6.1K	+7.78%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2.42%	100.58K	7.04M	-18.74K	-15.70%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.21%	8.79K	615.75K	-44	-0.50%
Mar 31, 2026		0.24%	9.81K	687.2K	289	+3.03%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.74%	30.56K	2.14M	1.57K	+5.42%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	1.02%	42.4K	2.97M	9.73K	+29.78%
Dec 31, 2025	WILLNER & HELLER, LLC	0.37%	14.32K	1.05M	43	+0.30%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.45%	17.4K	1.28M	7.98K	+84.74%
Dec 31, 2025	ROYAL BANK OF CANADA	4.19%	161.53K	11.88M	6.15K	+3.96%
Dec 31, 2025	HORIZON FAMILY WEALTH, INC.	1.17%	45.27K	3.33M	45.27K	+100.00%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.59%	23K	1.75M	-364	-1.56%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	1.76%	67.82K	4.99M	10.8K	+18.93%
Dec 31, 2025	SYSTELLIGENCE, LLC	1.8%	69.88K	5.14M	69.88K	+100.00%
Dec 31, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	2.02%	78.36K	5.76M	9.73K	+14.18%
Dec 31, 2025	CAPITAL ADVISORS, LTD. LLC	0.1%	3.86K	284K	133	+3.56%
Dec 31, 2025	BLUECHIP WEALTH ADVISORS LLC	0.11%	4.13K	303.45K	4.13K	+100.00%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.11%	4.2K	308.97K	0	0
Dec 31, 2025	MAIN LINE RETIREMENT ADVISORS, LLC	0.11%	4.25K	250.75K	4.25K	+100.00%
Dec 31, 2025	WIN ADVISORS, INC	0.11%	4.31K	316.69K	-9.88K	-69.66%
Dec 31, 2025	KEY FINANCIAL INC	0.12%	4.66K	342.66K	53	+1.15%
Dec 31, 2025	DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.	0.19%	7.42K	545.63K	-93	-1.24%
Dec 31, 2025	CAPITAL PERFORMANCE ADVISORS LLP	0.21%	8.16K	600.34K	8.16K	+100.00%
Dec 31, 2025	IAG WEALTH PARTNERS, LLC	0.21%	8.14K	598.74K	-905	-10.01%
Dec 31, 2025	KWB WEALTH	0.22%	8.36K	614.85K	26	+0.31%
Dec 31, 2025	IFP ADVISORS, INC	0.22%	8.32K	612.13K	4.25K	+104.35%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.23%	8.84K	650.07K	309	+3.62%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.23%	9.02K	663.25K	-4.51K	-33.36%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0.25%	9.48K	697.17K	2.72K	+40.28%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.25%	9.64K	709K	80	+0.84%
Dec 31, 2025	FIFTH THIRD SECURITIES, INC.	0.25%	9.79K	720.05K	1K	+11.43%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	9.74K	716.13K	-2.29K	-19.04%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.26%	10.26K	761.94K	681	+7.11%
Dec 31, 2025	BRADLEY FOSTER & SARGENT INC/CT	0.27%	10.34K	760.36K	4.12K	+66.28%
Dec 31, 2025	UBS GROUP AG	2.62%	101.08K	7.44M	64.5K	+176.34%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.08%	119.32K	8.78M	1.49K	+1.26%
Dec 31, 2025	CWM, LLC	3.6%	138.6K	10.2M	-36.42K	-20.81%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	3.77%	144.27K	10.61M	-334	-0.23%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.83%	31.91K	2.35M	-558	-1.72%
Dec 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	0.82%	31.87K	2.34M	-10.25K	-24.33%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.71%	27.28K	2.01M	27.28K	+100.00%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.75%	28.99K	2.13M	28.99K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	4.06%	156.46K	11.51M	19.23K	+14.01%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	4.48%	172.41K	12.68M	17.43K	+11.25%
Dec 31, 2025	LPL FINANCIAL LLC	9.94%	380.55K	27.99M	126.75K	+49.94%
Dec 31, 2025	MORGAN STANLEY	0.04%	1.58K	116.53K	0	0
Dec 31, 2025	CAPROCK GROUP, LLC	0.08%	2.93K	215.4K	-144	-4.69%
Dec 31, 2025		0.16%	6.27K	461K	6.27K	+100.00%
Dec 31, 2025	QUADCAP WEALTH MANAGEMENT, LLC	1.36%	52.77K	3.88M	3.65K	+7.43%
Dec 31, 2025	PURUS WEALTH MANAGEMENT, LLC	1.56%	60.39K	4.44M	-1.71K	-2.76%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.8%	69.37K	5.1M	-115.62K	-62.50%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	2.86%	110.31K	8.11M	8.64K	+8.49%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.08%	3.07K	225.82K	-421	-12.06%
Dec 31, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.55%	21.4K	1.57M	21.4K	+100.00%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.09%	3.36K	246.96K	-14	-0.42%
Dec 31, 2025	STUDIO INVESTMENT MANAGEMENT LLC	0.09%	3.56K	261.82K	374	+11.74%
Dec 31, 2025	IFG ADVISORY, LLC	0.1%	3.69K	271.53K	0	0
Dec 31, 2025	FIDELITY D & D BANCORP INC	1.09%	41.84K	3.08M	13.96K	+50.06%
Dec 31, 2025	GUERRA PAN ADVISORS, LLC	0.46%	17.68K	1.3M	-169	-0.95%
Dec 31, 2025	SOVRAN ADVISORS, LLC	0.46%	17.74K	1.38M	-4.31K	-19.55%
Dec 31, 2025	REDHAWK WEALTH ADVISORS, INC.	0.66%	25.59K	1.88M	-1.6K	-5.87%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.84%	32.67K	2.4M	32.67K	+100.00%
Dec 31, 2025	HF ADVISORY GROUP, LLC	0.3%	11.6K	853.58K	-95	-0.81%
Dec 31, 2025	UNIFIED INVESTMENT MANAGEMENT	0.15%	5.83K	428.71K	61	+1.06%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.17%	6.68K	491.19K	6.68K	+100.00%
Dec 31, 2025	JANUS HENDERSON GROUP PLC	0.25%	9.58K	704.67K	-66	-0.68%
Dec 31, 2025	INDEPENDENT WEALTH NETWORK INC.	0.35%	13.65K	1M	169	+1.25%
Sep 30, 2025	JPMORGAN CHASE & CO	0.05%	1.4K	104.76K	1.4K	+100.00%
Sep 30, 2025	REDHAWK WEALTH ADVISORS, INC.	0.88%	27.18K	2.03M	-507	-1.83%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.3%	9.42K	704.26K	-10.81K	-53.43%
Sep 30, 2025	IFP ADVISORS, INC	0.13%	4.07K	304.5K	-2.2K	-35.08%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.11%	3.49K	261.01K	391	+12.61%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.11%	3.37K	252.08K	-362	-9.70%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	5.96%	184.99K	13.83M	132.11K	+249.81%
Sep 30, 2025	SOVRAN ADVISORS, LLC	0.71%	22.06K	1.64M	-6.42K	-22.56%
Sep 30, 2025	KWB WEALTH	0.27%	8.33K	561.99K	2.12K	+34.06%
Sep 30, 2025	SMITH, MOORE & CO.	0.17%	5.42K	405.08K	615	+12.81%
Sep 30, 2025	HF ADVISORY GROUP, LLC	0.38%	11.7K	874.74K	1.19K	+11.31%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	0.31%	9.65K	721.23K	-4	-0.04%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.39%	12.03K	899.17K	-1.71K	-12.42%
Sep 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.12%	3.73K	279K	-75	-1.97%
Sep 30, 2025	FMR LLC	0.03%	828	61.95K	418	+101.95%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.02%	668	49.95K	0	0
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.02%	650	48.61K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.02%	595	44.49K	-214	-26.45%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	249	18.62K	248	+24,800.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	25	1.87K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	15	1.09K	15	+100.00%
Sep 30, 2025	POM INVESTMENT STRATEGIES, LLC	0%	1	49	-84	-98.82%
Sep 30, 2025	VALLEY NATIONAL ADVISERS INC	0%	0	-	-63	-100.00%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0%	0	-	-424	-100.00%
Sep 30, 2025	LPL FINANCIAL LLC	8.18%	253.8K	18.98M	72.96K	+40.35%
Sep 30, 2025	CWM, LLC	5.64%	175.02K	13.09M	-18.12K	-9.38%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.14%	4.2K	314.07K	0	0
Sep 30, 2025	UBS GROUP AG	1.18%	36.58K	2.74M	16.67K	+83.68%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.05%	32.46K	2.44M	-897	-2.69%
Sep 30, 2025	FIDELITY D & D BANCORP INC	0.9%	27.88K	2.08M	2.81K	+11.22%
Sep 30, 2025	DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.	0.24%	7.51K	561.6K	-138	-1.80%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.22%	6.76K	505.2K	6.76K	+100.00%
Sep 30, 2025	BRADLEY FOSTER & SARGENT INC/CT	0.2%	6.22K	464.82K	2.14K	+52.47%
Sep 30, 2025	UNIFIED INVESTMENT MANAGEMENT	0.19%	5.77K	431.27K	-476	-7.62%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.13%	3.89K	290.78K	62	+1.62%
Sep 30, 2025	ROYAL BANK OF CANADA	5.01%	155.38K	11.62M	57.66K	+59.01%
Sep 30, 2025	WILLNER & HELLER, LLC	0.47%	14.28K	1.07M	343	+2.46%
Sep 30, 2025	WIN ADVISORS, INC	0.46%	14.19K	1.06M	8.06K	+131.38%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.45%	14.07K	1.05M	14.07K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.44%	13.53K	1.01M	-498	-3.55%
Sep 30, 2025	INDEPENDENT WEALTH NETWORK INC.	0.43%	13.48K	1.01M	2.43K	+21.97%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	5%	154.98K	11.59M	-26.81K	-14.75%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	4.66%	144.6K	10.81M	3.18K	+2.25%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	4.42%	137.24K	10.26M	462	+0.34%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.8%	117.83K	8.81M	4.9K	+4.34%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	3.28%	101.67K	7.6M	18.75K	+22.61%
Sep 30, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	2.21%	68.63K	5.13M	1.03K	+1.52%
Sep 30, 2025	KEY FINANCIAL INC	0.15%	4.61K	343.63K	0	0
Sep 30, 2025	IFG ADVISORY, LLC	0.12%	3.69K	276K	0	0
Sep 30, 2025	CAPROCK GROUP, LLC	0.1%	3.07K	222.86K	3.07K	+100.00%
Sep 30, 2025	MORGAN STANLEY	0.05%	1.58K	118.45K	-1	-0.06%
Sep 30, 2025	PURUS WEALTH MANAGEMENT, LLC	2%	62.11K	4.64M	-746	-1.19%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	1.84%	57.02K	4.26M	50.57K	+784.20%
Sep 30, 2025	QUADCAP WEALTH MANAGEMENT, LLC	1.58%	49.12K	3.67M	2.53K	+5.44%
Sep 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	1.36%	42.12K	3.15M	-2.22K	-5.01%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.75%	23.36K	1.72M	-1.4K	-5.66%
Sep 30, 2025	GUERRA PAN ADVISORS, LLC	0.58%	17.85K	1.33M	-939	-5.00%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.48%	15.02K	1.12M	15.02K	+100.00%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.31%	9.58K	716.28K	758	+8.59%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.31%	9.56K	714.77K	4.56K	+91.08%
Sep 30, 2025	IAG WEALTH PARTNERS, LLC	0.29%	9.04K	676.29K	-161	-1.75%
Sep 30, 2025	FIFTH THIRD SECURITIES, INC.	0.28%	8.78K	656.85K	8.78K	+100.00%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.27%	8.53K	637.71K	228	+2.75%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.1%	3.11K	232.88K	-555	-15.13%
Sep 30, 2025	STUDIO INVESTMENT MANAGEMENT LLC	0.1%	3.19K	238.45K	3.19K	+100.00%
Jun 30, 2025	HF ADVISORY GROUP, LLC	0.41%	10.51K	708.84K	914	+9.53%
Jun 30, 2025	INDEPENDENT WEALTH NETWORK INC.	0.43%	11.05K	745.32K	666	+6.41%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.53%	13.73K	926.11K	-7.06K	-33.96%
Jun 30, 2025	WILLNER & HELLER, LLC	0.54%	13.93K	939.74K	371	+2.74%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.54%	14.03K	946.19K	-8.87K	-38.73%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.68%	17.58K	1.19M	-1.28K	-6.77%
Jun 30, 2025	GUERRA PAN ADVISORS, LLC	0.72%	18.78K	1.27M	-1.23K	-6.14%
Jun 30, 2025	UBS GROUP AG	0.77%	19.91K	1.34M	1.72K	+9.44%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.78%	20.22K	1.36M	20.22K	+100.00%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	5.45%	141.42K	9.54M	-4.91K	-3.35%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	0.37%	9.65K	650.83K	-454	-4.49%
Jun 30, 2025	IAG WEALTH PARTNERS, LLC	0.35%	9.21K	620.88K	0	0
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.25%	6.6K	445.17K	6.6K	+100.00%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.25%	6.45K	434.99K	4.46K	+224.56%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.14%	3.67K	247.48K	3.67K	+100.00%
Jun 30, 2025	IFG ADVISORY, LLC	0.14%	3.69K	248.96K	-500	-11.93%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.14%	3.73K	251.79K	-43	-1.14%
Jun 30, 2025	CAPITAL ADVISORS, LTD. LLC	0.15%	3.81K	257K	0	0
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.15%	3.83K	258.13K	18	+0.47%
Jun 30, 2025	BRADLEY FOSTER & SARGENT INC/CT	0.16%	4.08K	274.99K	4.08K	+100.00%
Jun 30, 2025	BLUECHIP WEALTH ADVISORS LLC	0.17%	4.37K	294.89K	0	0
Jun 30, 2025	DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.	0.29%	7.65K	515.86K	27	+0.35%
Jun 30, 2025	QUADCAP WEALTH MANAGEMENT, LLC	1.8%	46.58K	3.14M	10.91K	+30.56%
Jun 30, 2025	SMITH, MOORE & CO.	0.19%	4.8K	323.88K	92	+1.95%
Jun 30, 2025	WIN ADVISORS, INC	0.24%	6.13K	413.6K	-4.55K	-42.60%
Jun 30, 2025	KWB WEALTH	0.24%	6.22K	378.25K	-29	-0.46%
Jun 30, 2025		0.24%	6.24K	421.09K	40	+0.64%
Jun 30, 2025	IFP ADVISORS, INC	0.24%	6.27K	423.17K	-3.14K	-33.36%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.32%	8.3K	559.84K	1.57K	+23.35%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.34%	8.82K	595K	3.46K	+64.57%
Jun 30, 2025	PURUS WEALTH MANAGEMENT, LLC	2.42%	62.85K	4.24M	-486	-0.77%
Jun 30, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	2.61%	67.6K	4.56M	-2.85K	-4.04%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	4.35%	112.93K	7.62M	-9.06K	-7.43%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.95%	24.76K	1.7M	-5.82K	-19.02%
Jun 30, 2025	FIDELITY D & D BANCORP INC	0.97%	25.07K	1.69M	5.36K	+27.18%
Jun 30, 2025	REDHAWK WEALTH ADVISORS, INC.	1.07%	27.69K	1.87M	-353	-1.26%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	2.04%	52.88K	3.57M	16.6K	+45.76%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	3.2%	82.93K	5.59M	9.83K	+13.45%
Jun 30, 2025	ROYAL BANK OF CANADA	3.77%	97.71K	6.59M	52.08K	+114.11%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	5.27%	136.77K	9.23M	4.17K	+3.15%
Jun 30, 2025	LPL FINANCIAL LLC	6.97%	180.84K	12.2M	-18.27K	-9.18%
Jun 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	1.71%	44.33K	2.99M	-34.88K	-44.03%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.2%	5.15K	347.58K	5.15K	+100.00%
Jun 30, 2025	UNIFIED INVESTMENT MANAGEMENT	0.24%	6.24K	421.09K	40	+0.64%
Jun 30, 2025	BROOKWOOD INVESTMENT GROUP LLC	0.31%	7.94K	535.62K	7.94K	+100.00%
Jun 30, 2025	SOVRAN ADVISORS, LLC	1.1%	28.48K	1.94M	-13.71K	-32.49%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.29%	33.36K	2.25M	-35.4K	-51.48%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.18%	4.59K	310.76K	-33	-0.71%
Jun 30, 2025	KEY FINANCIAL INC	0.18%	4.61K	310.61K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	7.01%	181.79K	12.26M	-1.32K	-0.72%
Jun 30, 2025	CWM, LLC	7.45%	193.14K	13.03M	3.8K	+2.01%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.19%	5K	337.39K	-3.36K	-40.16%
Mar 31, 2025	IFP ADVISORS, INC	0.38%	9.41K	572.82K	-1.27K	-11.86%
Mar 31, 2025	CWM, LLC	7.59%	189.34K	11.52M	115.96K	+158.02%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	5.87%	146.33K	8.91M	12.48K	+9.33%
Mar 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	3.18%	79.22K	4.82M	-1.2M	-93.80%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	2.93%	73.1K	4.45M	5.13K	+7.54%
Mar 31, 2025	TRIANGLE SECURITIES WEALTH MANAGEMENT	2.82%	70.45K	4.29M	50.94K	+261.09%
Mar 31, 2025	BELVEDERE TRADING LLC	0.17%	4.2K	255.61K	4.2K	+100.00%
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.21%	5.36K	318.52K	-231	-4.13%
Mar 31, 2025	IAG WEALTH PARTNERS, LLC	0.37%	9.21K	560.22K	-1.37K	-12.94%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.92%	22.9K	1.39M	-580	-2.47%
Mar 31, 2025	ROYAL BANK OF CANADA	1.83%	45.64K	2.78M	-25.34K	-35.70%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.76%	68.76K	4.19M	34.25K	+99.26%
Mar 31, 2025	INDEPENDENT WEALTH NETWORK INC.	0.42%	10.38K	631.97K	555	+5.65%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	0.41%	10.1K	600.32K	-80.19K	-88.81%
Mar 31, 2025	HF ADVISORY GROUP, LLC	0.38%	9.6K	583.98K	125	+1.32%
Mar 31, 2025	KWB WEALTH	0.25%	6.24K	409.29K	-391	-5.89%
Mar 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.23%	5.73K	348.55K	-5.68K	-49.78%
Mar 31, 2025		0.25%	6.2K	377.49K	-194	-3.03%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.23%	30.58K	1.86M	-1.4K	-4.39%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.83%	20.79K	1.27M	-383	-1.81%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.45%	11.27K	686K	462	+4.28%
Mar 31, 2025	IFG ADVISORY, LLC	0.17%	4.19K	255.07K	0	0
Mar 31, 2025	SMITH, MOORE & CO.	0.19%	4.71K	286.65K	455	+10.69%
Mar 31, 2025	BLUECHIP WEALTH ADVISORS LLC	0.18%	4.37K	266.08K	4.37K	+100.00%
Mar 31, 2025	KEY FINANCIAL INC	0.18%	4.61K	280.26K	0	0
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.76%	18.86K	1.15M	-2.6K	-12.10%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	7.34%	183.11K	11.14M	1.79K	+0.99%
Mar 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.2%	5.09K	309.74K	-33.29K	-86.74%
Mar 31, 2025	COLONIAL RIVER WEALTH MANAGEMENT, LLC	0.21%	5.24K	318.75K	-33.41K	-86.45%
Mar 31, 2025	LPL FINANCIAL LLC	7.98%	199.12K	12.12M	53.5K	+36.74%
Mar 31, 2025	WIN ADVISORS, INC	0.43%	10.68K	650.17K	757	+7.63%
Mar 31, 2025	WILLNER & HELLER, LLC	0.54%	13.56K	825.3K	2.23K	+19.65%
Mar 31, 2025	UBS GROUP AG	0.73%	18.2K	1.11M	5.65K	+45.01%
Mar 31, 2025	FIDELITY D & D BANCORP INC	0.79%	19.71K	1.2M	1.82K	+10.18%
Mar 31, 2025	GUERRA PAN ADVISORS, LLC	0.8%	20.01K	1.22M	-187	-0.93%
Mar 31, 2025	QUADCAP WEALTH MANAGEMENT, LLC	1.43%	35.68K	2.17M	35.68K	+100.00%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.45%	36.28K	2.2M	16.67K	+85.02%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	4.89%	121.99K	7.42M	23.22K	+23.51%
Mar 31, 2025	REDHAWK WEALTH ADVISORS, INC.	1.12%	28.04K	1.71M	-157	-0.56%
Mar 31, 2025	CITADEL ADVISORS LLC	1.13%	28.23K	1.72M	28.23K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	5.32%	132.6K	8.07M	5.59K	+4.40%
Mar 31, 2025	DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.	0.31%	7.62K	463.83K	-214	-2.73%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.34%	8.36K	508.75K	123	+1.49%
Mar 31, 2025	PURUS WEALTH MANAGEMENT, LLC	2.54%	63.34K	3.85M	-879	-1.37%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.27%	6.73K	441.09K	2.79K	+70.74%
Mar 31, 2025	SIGMA PLANNING CORP	0.28%	7K	426.02K	7K	+100.00%
Mar 31, 2025	MAIN LINE RETIREMENT ADVISORS, LLC	0.19%	4.62K	281.42K	-1.4K	-23.24%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.19%	4.63K	282.78K	4.63K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.16%	6.25K	377.7K	80	+1.30%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0%	0	-	-293	-100.00%
Mar 31, 2024	IFG ADVISORY, LLC	0%	0	-	-4.19K	-100.00%
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0%	27	1.63K	27	+100.00%
Mar 31, 2024	FMR LLC	0%	60	3.63K	0	0
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	121	7.34K	0	0
Mar 31, 2024	RONALD BLUE TRUST, INC.	0.01%	292	17.66K	292	+100.00%
Mar 31, 2024	ALPHAMARK ADVISORS, LLC	0.01%	500	30K	-110	-18.03%
Mar 31, 2024	MORGAN STANLEY	0.04%	1.59K	95.89K	1.08K	+216.37%
Mar 31, 2024	JAMES INVESTMENT RESEARCH INC	0.1%	3.42K	206.66K	3.42K	+100.00%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.1%	3.42K	207.08K	454	+15.29%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.41%	14.22K	859.78K	1.84K	+14.88%
Mar 31, 2024	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.41%	14.22K	860.2K	1.62K	+12.85%
Mar 31, 2024	GUERRA PAN ADVISORS, LLC	0.45%	15.62K	944.5K	-597	-3.68%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.64%	24.47K	1.48M	2.47K	+11.23%
Mar 31, 2024	REDHAWK WEALTH ADVISORS, INC.	0.86%	29.81K	1.8M	-404	-1.34%
Mar 31, 2024	LINCOLN NATIONAL CORP	0.92%	31.59K	1.91M	4.4K	+16.16%
Mar 31, 2024	COLONIAL RIVER WEALTH MANAGEMENT, LLC	1%	34.57K	2.09M	34.57K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.05%	39.88K	2.41M	-4.18K	-9.49%
Mar 31, 2024	CWM, LLC	1.29%	44.4K	2.69M	8.23K	+22.75%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.19%	41.15K	2.49M	41.15K	+100.00%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	1.53%	52.85K	3.2M	3.84K	+7.84%
Mar 31, 2024	MAIN LINE RETIREMENT ADVISORS, LLC	0.1%	3.47K	209.87K	-780	-18.35%
Mar 31, 2024	CAPITAL ADVISORS, LTD. LLC	0.11%	3.81K	230K	0	0
Mar 31, 2024	DORSEY & WHITNEY TRUST CO LLC	0.12%	4K	241.86K	0	0
Mar 31, 2024	GTS SECURITIES LLC	0.14%	4.74K	286.62K	4.74K	+100.00%
Mar 31, 2024	BLUECHIP WEALTH ADVISORS LLC	0.14%	4.83K	292K	-57	-1.17%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.15%	5K	302.52K	-174	-3.36%
Mar 31, 2024	SILVER OAK SECURITIES, INCORPORATED	0.16%	5.56K	336.31K	-340	-5.76%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.16%	6.19K	374.2K	-3.21K	-34.15%
Mar 31, 2024	HORIZON FAMILY WEALTH, INC.	0%	0	-	-37.39K	-100.00%
Mar 31, 2024	KWB WEALTH	0.19%	6.53K	394.81K	-422	-6.07%
Mar 31, 2024	HF ADVISORY GROUP, LLC	0.19%	6.64K	401.68K	155	+2.39%
Mar 31, 2024	UBS GROUP AG	0.2%	7.7K	465.76K	-80	-1.03%
Mar 31, 2024	KINGSVIEW WEALTH MANAGEMENT, LLC	0.21%	7.09K	428.86K	-313	-4.23%
Mar 31, 2024	WIN ADVISORS, INC	0.24%	8.27K	499.93K	123	+1.51%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.24%	8.27K	500.41K	8.27K	+100.00%
Mar 31, 2024	DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.	0.24%	8.4K	508.14K	-10	-0.12%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.27%	9.32K	564K	9.32K	+100.00%
Mar 31, 2024	PFG ADVISORS	0.28%	9.52K	575.87K	431	+4.74%
Mar 31, 2024	LPL FINANCIAL LLC	3.89%	147.96K	8.95M	15.16K	+11.42%
Mar 31, 2024	EPG WEALTH MANAGEMENT LLC	0%	57	3.45K	57	+100.00%
Mar 31, 2024	VALLEY NATIONAL ADVISERS INC	0%	63	3K	-2.85K	-97.84%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0%	105	6.35K	0	0
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0%	106	6.36M	106	+100.00%
Mar 31, 2024	KEY FINANCIAL INC	0.13%	4.61K	278.51K	505	+12.32%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.28%	9.76K	590K	-3.6K	-26.96%
Mar 31, 2024	IAG WEALTH PARTNERS, LLC	0.33%	11.26K	681.13K	-710	-5.93%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.39%	14.8K	895.23K	-3.92K	-20.92%
Mar 31, 2024	PURUS WEALTH MANAGEMENT, LLC	1.88%	64.77K	3.92M	-823	-1.25%
Mar 31, 2024	ROYAL BANK OF CANADA	2.08%	78.92K	4.77M	4.19K	+5.60%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	2.62%	99.35K	5.98M	10.61K	+11.96%
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	3.45%	118.89K	7.19M	6.97K	+6.23%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	3.87%	147.05K	8.89M	68.9K	+88.17%
Mar 31, 2024	ORGEL WEALTH MANAGEMENT, LLC	41.06%	1.42M	85.62M	317.08K	+28.86%
Dec 31, 2023	REDHAWK WEALTH ADVISORS, INC.	0.92%	30.21K	1.78M	30.21K	+100.00%
Dec 31, 2023	LINCOLN NATIONAL CORP	0.82%	27.2K	1.6M	27.2K	+100.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.67%	22K	1.3M	-5.22K	-19.18%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.57%	18.72K	1.1M	-7.14K	-27.62%
Dec 31, 2023	GUERRA PAN ADVISORS, LLC	0.49%	16.21K	956.61K	1.91K	+13.35%
Dec 31, 2023	IFP ADVISORS, INC	0.48%	15.95K	940.9K	2.28K	+16.65%
Dec 31, 2023	GREAT VALLEY ADVISOR GROUP, INC.	3.39%	111.91K	6.6M	16.82K	+17.69%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.41%	13.37K	789K	-8.46K	-38.75%
Dec 31, 2023	TRIANGLE SECURITIES WEALTH MANAGEMENT	0.38%	12.6K	743.63K	12.6K	+100.00%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.38%	12.38K	730.11K	-642	-4.93%
Dec 31, 2023	IAG WEALTH PARTNERS, LLC	0.36%	11.97K	706.35K	-642	-5.09%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.28%	9.39K	554.32K	-6.69K	-41.58%
Dec 31, 2023	PFG ADVISORS	0.28%	9.09K	536.39K	1.7K	+23.02%
Dec 31, 2023	DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.	0.26%	8.41K	496.33K	-90	-1.06%
Dec 31, 2023	WIN ADVISORS, INC	0.25%	8.14K	480.44K	2.75K	+50.85%
Dec 31, 2023	UBS GROUP AG	0.24%	7.78K	459.08K	4.85K	+165.11%
Dec 31, 2023	KINGSVIEW WEALTH MANAGEMENT, LLC	0.22%	7.4K	436.84K	224	+3.12%
Dec 31, 2023		0.09%	2.97K	175.23K	2.97K	+100.00%
Dec 31, 2023	KWB WEALTH	0.21%	6.95K	410.05K	6.95K	+100.00%
Dec 31, 2023	MORGAN STANLEY	0.02%	501	29.6K	461	+1,152.50%
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.01%	293	17.29K	-3.87K	-92.96%
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	121	7.17K	0	0
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0%	105	5.88K	0	0
Dec 31, 2023	TUCKER ASSET MANAGEMENT LLC	0%	68	4.01K	0	0
Dec 31, 2023	FMR LLC	0%	60	3.54K	60	+100.00%
Dec 31, 2023	ORGEL WEALTH MANAGEMENT, LLC	33.31%	1.1M	64.82M	136.85K	+14.23%
Dec 31, 2023	LPL FINANCIAL LLC	4.03%	132.8K	7.84M	21.76K	+19.59%
Dec 31, 2023	HF ADVISORY GROUP, LLC	0.2%	6.49K	382.72K	754	+13.15%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.19%	6.17K	363.74K	-145	-2.30%
Dec 31, 2023	SILVER OAK SECURITIES, INCORPORATED	0.18%	5.9K	348.16K	-60	-1.01%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.16%	5.18K	305.38K	84	+1.65%
Dec 31, 2023	IFG ADVISORY, LLC	0.13%	4.19K	247.27K	0	0
Dec 31, 2023	WILLNER & HELLER, LLC	0.12%	4.1K	242.09K	4.1K	+100.00%
Dec 31, 2023	KEY FINANCIAL INC	0.12%	4.1K	241.9K	0	0
Dec 31, 2023	DORSEY & WHITNEY TRUST CO LLC	0.12%	4K	235.94K	-13	-0.32%
Dec 31, 2023	CAPITAL ADVISORS, LTD. LLC	0.12%	3.81K	225K	206	+5.72%
Dec 31, 2023	VALLEY NATIONAL ADVISERS INC	0.09%	2.92K	172K	530	+22.20%
Dec 31, 2023	ALPHAMARK ADVISORS, LLC	0.02%	610	36K	-2.17K	-78.02%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	2.69%	88.73K	5.24M	74.14K	+507.88%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	2.37%	78.15K	4.61M	78.15K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	2.27%	74.73K	4.41M	24.42K	+48.53%
Dec 31, 2023	PURUS WEALTH MANAGEMENT, LLC	1.99%	65.59K	3.87M	-1.73K	-2.57%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	1.49%	49K	2.89M	14.37K	+41.48%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.34%	44.06K	2.6M	2.45K	+5.88%
Dec 31, 2023	HORIZON FAMILY WEALTH, INC.	1.13%	37.39K	2.21M	0	0
Dec 31, 2023	CWM, LLC	1.1%	36.17K	2.13M	181	+0.50%

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