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

Who are the major shareholders selling LeaderShares AlphaFactor Tactical Focused ETF stock?

HARBOUR INVESTMENTS, INC., in the last quarter, reduced its stake in LSAT by -8.92% restricting it's holding to 1.11 thousand shares of worth nearly $49.75K. SUSQUEHANNA INTERNATIONAL GROUP, LLP also lessened -76.96% of the LSAT shares from its portfolio, reducing its holding to 5.51 thousand shares of worth $246.14K. IHT WEALTH MANAGEMENT, LLC also shunned LSAT shares holding by -1.79% last quarter which brought its holding to 18.64 thousand shares worth $832.91K.

Investors who are buying LSAT stock?

As per its latest 13F filing, COPPELL ADVISORY SOLUTIONS LLC increased its stake in LSAT by 100% in the last quarter. The institutional holder raised its holding to 14.35 thousand shares having worth more than $642.24K. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also added 1.4% more shares of LSAT to its portfolio, raising its holding to 11.1 thousand shares of worth $496.00K. STEWARD PARTNERS INVESTMENT ADVISORY, LLC also increased its LSAT shares holding by 100% which brought its holding to 1.27 thousand shares worth $56.68K.

LSAT's major insiders: who are they?

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

Did an insider recently sell LSAT stock?

Company executives, directors, and other insiders own N/A percent of LeaderShares AlphaFactor Tactical Focused ETF's stock. Within the last six months, there have been 0 transaction(s) in which LSAT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased LSAT stock?

There have been 0 transaction(s) during the past 6-months in which LeaderShares AlphaFactor Tactical Focused ETF insiders have bought stock, totalling 0 shares

How much of LSAT does insiders own?

Around 0 LeaderShares AlphaFactor Tactical Focused ETF shares are held by insiders, which represents about N/A of LSAT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in LSAT?

HARBOUR INVESTMENTS, INC. is the largest institutional owner in LSAT which holds 1.11 thousand shares worth $49.75K or 0.08% of the total LSAT shares outstanding followed by COPPELL ADVISORY SOLUTIONS LLC with ownership of 14.35 thousand shares representing 1.01% of the LSAT ownership. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the third largest stakeholder with 11.1 thousand shares or 0.78% of the ownership worth more than $496.00K.

Is LeaderShares AlphaFactor Tactical Focused 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 LSAT is concerned, it is a stock which is not optionable.

Is there a short position on LSAT's shares?

Number of LSAT 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 LSAT shares are there?

As of today, null shares of LSAT are outstanding.

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

LSAT 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 LSAT is null.

LeaderShares AlphaFactor Tactical Focused ETF (LSAT) 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. HARBOUR INVESTMENTS, INC. is the top corporate investor, holding 1.11K shares valued at $49.75K. A 0.08% stake in LeaderShares AlphaFactor Tactical Focused ETF is owned by the company. COPPELL ADVISORY SOLUTIONS LLC owns 14.35K shares valued at $642.24K, which translates its holding of 1.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.08%	1.11K	49.75K	-109	-8.92%
Jun 30, 2026	COPPELL ADVISORY SOLUTIONS LLC	1.01%	14.35K	642.24K	14.35K	+100.00%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.78%	11.1K	496K	153	+1.40%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	1.27K	56.68K	1.27K	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.39%	5.51K	246.14K	-18.39K	-76.96%
Jun 30, 2026	IHT WEALTH MANAGEMENT, LLC	1.31%	18.64K	832.91K	-340	-1.79%
Jun 30, 2026	IFP ADVISORS, INC	0%	0	-	-353	-100.00%
Jun 30, 2026	REDWOOD INVESTMENT MANAGEMENT, LLC	42.78%	609.59K	27.25M	-15.51K	-2.48%
Jun 30, 2026	LPL FINANCIAL LLC	27.7%	394.78K	17.65M	-6.66K	-1.66%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	5.02%	71.49K	3.2M	8.19K	+12.93%
Jun 30, 2026	OLD MISSION CAPITAL LLC	3.48%	49.53K	2.21M	-507	-1.01%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	2.11%	30.09K	1.34M	-6.52K	-17.81%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	1.33%	18.89K	844.51K	560	+3.05%
Jun 30, 2026	VESTGEN ADVISORS, LLC	0.41%	5.85K	261.65K	28	+0.48%
Jun 30, 2026	JPMORGAN CHASE & CO	0.03%	404	18.09K	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.03%	487	21.81K	25	+5.41%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.01%	144	6.44K	144	+100.00%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0%	0	-	-423	-100.00%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0%	1	33	0	0
Jun 30, 2026	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0%	22	983	0	0
Jun 30, 2026	SIGNATURE EQUITY PARTNERS, LLC	0%	28	1.25K	0	0
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.05%	647	28.92K	647	+100.00%
Jun 30, 2026	UBS GROUP AG	0%	0	-	-1.43K	-100.00%
Jun 30, 2026	SPIRE WEALTH MANAGEMENT	0.05%	656	29.34K	-5.87K	-89.95%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.03%	462	18.24K	135	+41.28%
Mar 31, 2026	OLD MISSION CAPITAL LLC	3.51%	50.04K	1.97M	31.08K	+163.90%
Mar 31, 2026	SIGNATURE EQUITY PARTNERS, LLC	0%	28	1.1K	0	0
Mar 31, 2026	AURORA PRIVATE WEALTH, INC.	0%	0	-	-6.43K	-100.00%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0%	0	-	-15.39K	-100.00%
Mar 31, 2026	UBS GROUP AG	0.1%	1.43K	56.15K	566	+65.89%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.09%	1.22K	48.15K	-951	-43.76%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.46%	6.53K	257.28K	-25.71K	-79.75%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.77%	10.95K	431K	-113	-1.02%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	1.29%	18.33K	722.48K	2.75K	+17.66%
Mar 31, 2026	COPPELL ADVISORY SOLUTIONS LLC	0%	0	-	-14.35K	-100.00%
Mar 31, 2026	BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC	0%	0	-	-1.68K	-100.00%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	1.33%	18.98K	747.72K	-121	-0.63%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.68%	23.9K	941.83K	6.31K	+35.86%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	2.57%	36.61K	1.44M	-5.31K	-12.66%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	0	-	-197	-100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	1	29	0	0
Mar 31, 2026	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0%	22	866	0	0
Mar 31, 2026	IFP ADVISORS, INC	0.02%	353	13.91K	0	0
Mar 31, 2026	JPMORGAN CHASE & CO	0.03%	404	15.64K	0	0
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.03%	423	16.67K	423	+100.00%
Mar 31, 2026	RONALD BLUE TRUST, INC.	0%	0	-	-1.3K	-100.00%
Mar 31, 2026		0%	28	1.1K	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	4.44%	63.3K	2.49M	-62.35K	-49.62%
Mar 31, 2026	LPL FINANCIAL LLC	28.17%	401.44K	15.82M	-34.88K	-8.00%
Mar 31, 2026	REDWOOD INVESTMENT MANAGEMENT, LLC	43.86%	625.09K	24.63M	-206.66K	-24.85%
Mar 31, 2026	VESTGEN ADVISORS, LLC	0.41%	5.83K	248.27K	5.83K	+100.00%
Mar 31, 2026	TUCKER ASSET MANAGEMENT LLC	0%	0	-	-198	-100.00%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0%	1	29	-166	-99.40%
Dec 31, 2025	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0%	22	854	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	197	7.66K	197	+100.00%
Dec 31, 2025	TUCKER ASSET MANAGEMENT LLC	0.01%	198	7.69K	198	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-5.27K	-100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.17%	17.59K	683.66K	17.59K	+100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	2.79%	41.92K	1.63M	-9.27K	-18.11%
Dec 31, 2025	MORGAN STANLEY	0%	0	-	-9.53K	-100.00%
Dec 31, 2025	IFP ADVISORS, INC	0.02%	353	13.72K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.03%	404	15.7K	0	0
Dec 31, 2025	UBS GROUP AG	0.06%	859	33.38K	-37.18K	-97.74%
Dec 31, 2025	RONALD BLUE TRUST, INC.	0.09%	1.3K	50.44K	1.3K	+100.00%
Dec 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.96%	14.35K	561.18K	-500	-3.37%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0%	0	-	-2.85K	-100.00%
Dec 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	1.03%	15.39K	598.21K	-9.01K	-36.91%
Dec 31, 2025	REDWOOD INVESTMENT MANAGEMENT, LLC	55.45%	831.75K	32.32M	-3.4K	-0.41%
Dec 31, 2025	BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC	0.11%	1.68K	65.4K	-1.06K	-38.60%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.14%	2.17K	84.44K	-2.54K	-53.86%
Dec 31, 2025	AURORA PRIVATE WEALTH, INC.	0.43%	6.43K	253K	6.43K	+100.00%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	1.27%	19.1K	742.07K	366	+1.95%
Dec 31, 2025	OLD MISSION CAPITAL LLC	1.26%	18.96K	736.79K	18.96K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	327	12.74K	1	+0.31%
Dec 31, 2025		0%	28	1.09K	28	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-18.35K	-100.00%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	2.15%	32.24K	1.25M	-48.57K	-60.10%
Dec 31, 2025	LPL FINANCIAL LLC	29.09%	436.32K	16.96M	-73.89K	-14.48%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.74%	11.06K	430K	-16K	-59.12%
Dec 31, 2025	YARDLEY WEALTH MANAGEMENT LLC	0%	0	-	-5.21K	-100.00%
Dec 31, 2025	MARINER, LLC	0%	0	-	-78.06K	-100.00%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	1.04%	15.58K	605.53K	-1.14K	-6.81%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	8.38%	125.65K	4.88M	9.91K	+8.56%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	5.27K	217.95K	-5.2K	-49.66%
Sep 30, 2025	IFP ADVISORS, INC	0.02%	353	14.6K	0	0
Sep 30, 2025	BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC	0.12%	2.74K	113.4K	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0.02%	404	16.71K	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	167	6.9K	166	+16,600.00%
Sep 30, 2025	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0%	22	910	0	0
Sep 30, 2025	MAIA WEALTH LLC	0%	0	-	-5.12K	-100.00%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0%	0	-	-34.92K	-100.00%
Sep 30, 2025	REDWOOD INVESTMENT MANAGEMENT, LLC	36.01%	835.15K	34.55M	-154.86K	-15.64%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	4.99%	115.74K	4.79M	9.19K	+8.63%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	3.48%	80.8K	3.34M	-7.75K	-8.76%
Sep 30, 2025	MARINER, LLC	3.37%	78.06K	3.23M	-1.82K	-2.28%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	2.21%	51.18K	2.12M	-21.85K	-29.92%
Sep 30, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.64%	14.85K	616.75K	-16	-0.11%
Sep 30, 2025	UBS GROUP AG	1.64%	38.04K	1.57M	1.45K	+3.95%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.17%	27.06K	1.12M	597	+2.26%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	1.05%	24.4K	1.01M	-2.92K	-10.68%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.79%	18.35K	759K	-1.72K	-8.58%
Sep 30, 2025	YARDLEY WEALTH MANAGEMENT LLC	0.22%	5.21K	215.59K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.2%	4.71K	194.86K	-2.86K	-37.81%
Sep 30, 2025	AMERIFLEX GROUP, INC.	0%	0	-	-220	-100.00%
Sep 30, 2025	LPL FINANCIAL LLC	22%	510.21K	21.11M	-44.19K	-7.97%
Sep 30, 2025	MORGAN STANLEY	0.41%	9.53K	394.07K	9.53K	+100.00%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.12%	2.85K	117.7K	2.85K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	326	13.58K	0	0
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.81%	18.73K	774.89K	-2.8K	-13.00%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.72%	16.72K	691.79K	-2.28K	-11.99%
Jun 30, 2025	AMERIFLEX GROUP, INC.	0.01%	220	8.66K	0	0
Jun 30, 2025	BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC	0.12%	2.74K	108.5K	0	0
Jun 30, 2025	YARDLEY WEALTH MANAGEMENT LLC	0.22%	5.21K	206K	-913	-14.91%
Jun 30, 2025	JPMORGAN CHASE & CO	0.02%	404	15.99K	-42	-9.42%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.45%	10.46K	414.21K	-1.92K	-15.52%
Jun 30, 2025	CITADEL ADVISORS LLC	0.62%	14.35K	568.15M	14.35K	+100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.14%	26.46K	1.05M	-85	-0.32%
Jun 30, 2025	UBS GROUP AG	1.57%	36.59K	1.45M	17.31K	+89.75%
Jun 30, 2025	LPL FINANCIAL LLC	23.84%	554.41K	21.95M	-25.69K	-4.43%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	0	-	-840	-100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0%	1	30	-429	-99.77%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.86%	20.07K	794K	-1.42K	-6.61%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	326	12.91K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-8.24K	-100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.33%	7.57K	299.81K	-29	-0.38%
Jun 30, 2025	AURORA PRIVATE WEALTH, INC.	0.45%	10.42K	412K	-277	-2.59%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.82%	19K	752.03K	12	+0.06%
Jun 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	1.5%	34.92K	1.38M	-30.52K	-46.64%
Jun 30, 2025		0%	0	-	-137	-100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	3.14%	73.04K	2.89M	-42.34K	-36.70%
Jun 30, 2025	MARINER, LLC	3.44%	79.89K	3.16M	-6.84K	-7.89%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	3.81%	88.56K	3.4M	-46.72K	-34.54%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.93%	21.53K	852.16K	-15.99K	-42.62%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	1.17%	27.32K	1.08M	-1.28K	-4.49%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	1.45%	33.71K	1.33M	-30.48K	-47.49%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	4.58%	106.55K	4.22M	16.2K	+17.93%
Jun 30, 2025	REDWOOD INVESTMENT MANAGEMENT, LLC	42.57%	990.01K	39.19M	-32.03K	-3.13%
Jun 30, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.64%	14.86K	587.09K	-1.16K	-7.26%
Jun 30, 2025	MAIA WEALTH LLC	0.22%	5.12K	202.64K	-251	-4.67%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.81%	18.72K	741.15K	-1.03K	-5.21%
Jun 30, 2025	IFP ADVISORS, INC	0.02%	353	13.97K	0	0
Jun 30, 2025	KIKER WEALTH MANAGEMENT, LLC	0%	0	-	-137	-100.00%
Jun 30, 2025	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0%	22	871	0	0
Mar 31, 2025	AURORA PRIVATE WEALTH, INC.	0.44%	10.7K	429K	-1.13K	-9.53%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.88%	21.49K	861K	-243	-1.12%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	326	13.08K	0	0
Mar 31, 2025	IFP ADVISORS, INC	0.01%	353	14.15K	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0.02%	446	17.88K	446	+100.00%
Mar 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.03%	840	33.68K	840	+100.00%
Mar 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0.66%	16.03K	619.89K	-906	-5.35%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.78%	18.99K	761.16K	-2.07K	-9.84%
Mar 31, 2025	GOOD LIFE ADVISORS, LLC	0.81%	19.75K	791.88K	-1.4K	-6.61%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.09%	26.55K	1.06M	-4.83K	-15.40%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	1.17%	28.6K	1.15M	-6.23K	-17.87%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	1.54%	37.52K	1.5M	-762	-1.99%
Mar 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	2.68%	65.44K	2.62M	-2.58K	-3.80%
Mar 31, 2025		0%	22	881	-552	-96.17%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.51%	12.39K	496.55K	-4.31K	-25.80%
Mar 31, 2025	MARINER, LLC	3.55%	86.73K	3.48M	315	+0.36%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	3.7%	90.35K	3.62M	23.95K	+36.06%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	4.72%	115.38K	4.63M	3.1K	+2.76%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	5.54%	135.28K	5.42M	-2.46K	-1.78%
Mar 31, 2025	LPL FINANCIAL LLC	23.76%	580.1K	23.26M	-43.23K	-6.93%
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-17.84K	-100.00%
Mar 31, 2025	PRIVATE TRUST CO NA	0%	0	-	-836	-100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.31%	7.6K	304.8K	-280	-3.55%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.34%	8.24K	330.34K	2.45K	+42.31%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	2.63%	64.2K	2.57M	-2.49K	-3.73%
Mar 31, 2025	PERENNIAL INVESTMENT ADVISORS, LLC	0%	0	-	-52.64K	-100.00%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0%	0	-	-6.28K	-100.00%
Mar 31, 2025	REDWOOD INVESTMENT MANAGEMENT, LLC	41.85%	1.02M	40.97M	-49.93K	-4.66%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.02%	430	17.22K	-6	-1.38%
Mar 31, 2025	MAIA WEALTH LLC	0.22%	5.37K	201.03K	2	+0.04%
Mar 31, 2025	UBS GROUP AG	0.79%	19.28K	773.1K	2.74K	+16.56%

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