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

Who are the major shareholders selling Invesco Financial Preferred ETF stock?

ENVESTNET ASSET MANAGEMENT INC, in the last quarter, reduced its stake in PGF by -4.43% restricting it's holding to 80.05 thousand shares of worth nearly $1.10M. STIFEL FINANCIAL CORP also lessened -25.95% of the PGF shares from its portfolio, reducing its holding to 21.36 thousand shares of worth $292.78K. WEALTHCARE ADVISORY PARTNERS LLC also shunned PGF shares holding by -8.93% last quarter which brought its holding to 17.78 thousand shares worth $243.70K.

Investors who are buying PGF stock?

As per its latest 13F filing, AE WEALTH MANAGEMENT LLC increased its stake in PGF by 100% in the last quarter. The institutional holder raised its holding to 19.05 thousand shares having worth more than $261.11K. STERNECK CAPITAL MANAGEMENT, LLC also added 6.79% more shares of PGF to its portfolio, raising its holding to 153.74 thousand shares of worth $2.11M. FIELD & MAIN BANK also increased its PGF shares holding by 5.48% which brought its holding to 101.98 thousand shares worth $1.40M.

PGF's major insiders: who are they?

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

Did an insider recently sell PGF stock?

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

Which insider recently purchased PGF stock?

There have been 0 transaction(s) during the past 6-months in which Invesco Financial Preferred ETF insiders have bought stock, totalling 0 shares

How much of PGF does insiders own?

Around 0 Invesco Financial Preferred ETF shares are held by insiders, which represents about N/A of PGF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PGF?

D.A. DAVIDSON & CO. is the largest institutional owner in PGF which holds 78.2 thousand shares worth $1.07M or 0.15% of the total PGF shares outstanding followed by PROVISE MANAGEMENT GROUP, LLC with ownership of 22.7 thousand shares representing 0.04% of the PGF ownership. ENVESTNET ASSET MANAGEMENT INC is the third largest stakeholder with 80.05 thousand shares or 0.16% of the ownership worth more than $1.10M.

Is Invesco Financial Preferred 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 PGF is concerned, it is a stock which is optionable.

Is there a short position on PGF's shares?

Number of PGF 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 PGF shares are there?

As of today, null shares of PGF are outstanding.

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

PGF 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 PGF is null.

Invesco Financial Preferred ETF (PGF) 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. D.A. DAVIDSON & CO. is the top corporate investor, holding 78.2K shares valued at $1.07M. A 0.15% stake in Invesco Financial Preferred ETF is owned by the company. PROVISE MANAGEMENT GROUP, LLC owns 22.7K shares valued at $311.25K, which translates its holding of 0.04% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	D.A. DAVIDSON & CO.	0.15%	78.2K	1.07M	0	0
Jun 30, 2026	PROVISE MANAGEMENT GROUP, LLC	0.04%	22.7K	311.25K	0	0
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.16%	80.05K	1.1M	-3.71K	-4.43%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.04%	21.36K	292.78K	-7.48K	-25.95%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.04%	19.05K	261.11K	19.05K	+100.00%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.04%	17.78K	243.7K	-1.74K	-8.93%
Jun 30, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.03%	17.41K	238.65K	-1.14K	-6.15%
Jun 30, 2026	FIERA CAPITAL CORP	0.03%	17.28K	236.84K	0	0
Jun 30, 2026	STERNECK CAPITAL MANAGEMENT, LLC	0.3%	153.74K	2.11M	9.78K	+6.79%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	108.75K	1.49M	-6.66K	-5.77%
Jun 30, 2026	FIELD & MAIN BANK	0.2%	101.98K	1.4M	5.3K	+5.48%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.05%	25.56K	350.48K	-178	-0.69%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.42%	720.22K	9.87M	-15.69K	-2.13%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	1.34%	678.6K	9.3M	60.84K	+9.85%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	0.62%	312.99K	4.29M	296.55K	+1,804.39%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.35%	177.97K	2.44M	14.28K	+8.72%
Jun 30, 2026	ROYAL BANK OF CANADA	0.32%	160.13K	2.2M	29.76K	+22.83%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.28%	139.58K	1.91M	2.55K	+1.86%
Jun 30, 2026	WEALTH ADVISORY SOLUTIONS, LLC	0.25%	125.66K	1.72M	14.2K	+12.74%
Jun 30, 2026	ROSENBLUM SILVERMAN SUTTON S F INC /CA	0.08%	40.85K	559.99K	-120.7K	-74.72%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.07%	37.32K	511.59K	13.89K	+59.26%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.2%	101.33K	1.39M	-5.98K	-5.57%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.19%	98.5K	1.35M	-4.53K	-4.40%
Jun 30, 2026	LORD & RICHARDS WEALTH MANAGEMENT, LLC	0.18%	90.37K	1.24M	6K	+7.11%
Jun 30, 2026	MAGNUS FINANCIAL GROUP LLC	0.17%	87.7K	1.2M	1.29K	+1.50%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.14%	69.91K	958.45K	2.48K	+3.68%
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.13%	63.48K	872.24K	-1.9K	-2.90%
Jun 30, 2026	CITADEL ADVISORS LLC	0.12%	61.56K	844.02K	61.56K	+100.00%
Jun 30, 2026	MARIPAU WEALTH MANAGEMENT LLC	0.12%	59.87K	829.26K	8.46K	+16.46%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.11%	53.63K	735.31K	-15.06K	-21.93%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.11%	53.56K	734.26K	-545	-1.01%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.1%	50.69K	695.02K	6.7K	+15.22%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	50.22K	688.45K	10.4K	+26.12%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.08%	42.94K	588.77K	-412	-0.95%
Jun 30, 2026	LJI WEALTH MANAGEMENT, LLC	0.08%	41.35K	566.95K	418	+1.02%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.07%	34.03K	464.78K	2.53K	+8.04%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.14%	70.86K	971.47K	170	+0.24%
Jun 30, 2026	FIFTH THIRD BANCORP	0.14%	71.22K	976.39K	-3K	-4.05%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	73.42K	1.01M	-13.1K	-15.14%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	77K	1.06M	850	+1.12%
Jun 30, 2026	WESTERN FINANCIAL CORP/CA	0.04%	22.09K	302.8K	2.02K	+10.04%
Jun 30, 2026	TAILWINDS WEALTH, LLC	0.13%	67.1K	919.99K	44.86K	+201.70%
Jun 30, 2026	WALKER ASSET MANAGEMENT, LLC	0.07%	33.47K	458.87K	-2.95K	-8.10%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.06%	28.99K	397.46K	28.99K	+100.00%
Jun 30, 2026	CIM, LLC	0.06%	28.57K	391.75K	83	+0.29%
Jun 30, 2026	OPPENHEIMER & CO INC	0.06%	27.98K	383.54K	749	+2.75%
Jun 30, 2026	AVORY & COMPANY, LLC	0.05%	26.49K	363.2K	2.81K	+11.87%
Jun 30, 2026	CITIZENS FINANCIAL GROUP INC/RI	0.05%	26.35K	361.26K	0	0
Jun 30, 2026	CAPROCK GROUP, LLC	0.05%	26.07K	357.39K	0	0
Jun 30, 2026	LEADING EDGE FINANCIAL PLANNING LLC	0.05%	26.01K	356.65K	32	+0.12%
Jun 30, 2026	MORGAN STANLEY	2.95%	1.49M	20.46M	-47.44K	-3.08%
Jun 30, 2026	UBS GROUP AG	2.66%	1.34M	18.43M	19.48K	+1.47%
Jun 30, 2026	LPL FINANCIAL LLC	1.41%	711.68K	9.76M	-57.02K	-7.42%
Jun 30, 2026	INVESTORS RESEARCH CORP	0.75%	378.94K	5.2M	26.22K	+7.43%
Jun 30, 2026	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.67%	338.25K	4.64M	20.06K	+6.31%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.63%	319.01K	4.37M	-16.48K	-4.91%
Jun 30, 2026	SIGNAL ADVISORS WEALTH, LLC	0.6%	302.5K	4.15M	86.56K	+40.08%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	0.36%	180.63K	2.48M	1.06K	+0.59%
Jun 30, 2026		0.13%	67.1K	919.99K	44.86K	+201.70%
Jun 30, 2026	HF ADVISORY GROUP, LLC	0.05%	25.44K	348.76K	1.59K	+6.66%
Jun 30, 2026	ACCEL WEALTH MANAGEMENT	0.05%	24.3K	333.16K	-8.46K	-25.83%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.05%	25.92K	355.32K	698	+2.77%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.05%	23.89K	327.5K	-2.29K	-8.75%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.05%	22.66K	312K	8.61K	+61.28%
Mar 31, 2026	PROVISE MANAGEMENT GROUP, LLC	0.05%	22.7K	312.38K	-1.18K	-4.92%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.16%	78.2K	1.08M	3.1K	+4.13%
Mar 31, 2026	SIGNAL ADVISORS WEALTH, LLC	0.43%	215.94K	2.97M	-28.16K	-11.54%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.14%	70.69K	972.67K	6.25K	+9.70%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.14%	68.7K	945.25K	68.7K	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.23%	617.76K	8.5M	11.27K	+1.86%
Mar 31, 2026	LPL FINANCIAL LLC	1.53%	768.7K	10.58M	-45.65K	-5.61%
Mar 31, 2026	UBS GROUP AG	2.64%	1.32M	18.23M	3.44K	+0.26%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.13%	65.38K	904.83K	10.24K	+18.57%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.11%	54.1K	744.42K	300	+0.56%
Mar 31, 2026	HF ADVISORY GROUP, LLC	0.05%	23.85K	328.17K	-132	-0.55%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.13%	67.43K	927.79K	5.05K	+8.10%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.23%	115.41K	1.6M	-10.44K	-8.29%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.36%	179.57K	2.47M	-7.67K	-4.10%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.06%	28.84K	396.79K	-78.1K	-73.03%
Mar 31, 2026	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.63%	318.19K	4.38M	50.75K	+18.98%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.67%	335.49K	4.62M	-7.39K	-2.15%
Mar 31, 2026	INVESTORS RESEARCH CORP	0.7%	352.72K	4.85M	29.93K	+9.27%
Mar 31, 2026	ACCEL WEALTH MANAGEMENT	0.07%	32.76K	450.81K	-451	-1.36%
Mar 31, 2026	LJI WEALTH MANAGEMENT, LLC	0.08%	40.94K	563.27K	-585	-1.41%
Mar 31, 2026	CAPROCK GROUP, LLC	0.05%	26.07K	358.7K	0	0
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.05%	26.18K	360.2K	-287	-1.08%
Mar 31, 2026	CITIZENS FINANCIAL GROUP INC/RI	0.05%	26.35K	362.58K	0	0
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.05%	25.74K	354.2K	-39	-0.15%
Mar 31, 2026	OPPENHEIMER & CO INC	0.05%	27.23K	374.63K	463	+1.73%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	39.82K	547.87K	-38.47K	-49.14%
Mar 31, 2026	AVORY & COMPANY, LLC	0.05%	23.68K	325.85K	696	+3.03%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.05%	23.43K	322.4K	3.7K	+18.74%
Mar 31, 2026	MORGAN STANLEY	3.06%	1.54M	21.19M	-8.09K	-0.52%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.46%	735.9K	10.13M	-48.92K	-6.23%
Mar 31, 2026	CIM, LLC	0.06%	28.49K	392.04K	969	+3.52%
Mar 31, 2026	WALKER ASSET MANAGEMENT, LLC	0.07%	36.42K	501.14K	0	0
Mar 31, 2026	EVOKE WEALTH, LLC	0.6%	301.28K	4.15M	-32.79K	-9.82%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.33%	163.69K	2.25M	339	+0.21%
Mar 31, 2026	ROSENBLUM SILVERMAN SUTTON S F INC /CA	0.32%	161.55K	2.22M	6.26K	+4.03%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.09%	43.36K	596.58K	-2.8K	-6.06%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.09%	44K	605.43K	-10.92K	-19.88%
Mar 31, 2026	MARIPAU WEALTH MANAGEMENT LLC	0.1%	51.4K	707.31K	-10.02K	-16.31%
Mar 31, 2026	STERNECK CAPITAL MANAGEMENT, LLC	0.29%	143.95K	1.98M	7.92K	+5.82%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.27%	137.03K	1.89M	28.52K	+26.28%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	76.15K	1.05M	-7.41K	-8.86%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.2%	103.03K	1.42M	11.6K	+12.68%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.21%	107.31K	1.48M	-3.69K	-3.33%
Mar 31, 2026	WEALTH ADVISORY SOLUTIONS, LLC	0.22%	111.46K	1.53M	-12.8K	-10.30%
Mar 31, 2026	FIFTH THIRD BANCORP	0.15%	74.22K	1.02M	74.22K	+100.00%
Mar 31, 2026	LORD & RICHARDS WEALTH MANAGEMENT, LLC	0.17%	84.37K	1.16M	-6.74K	-7.40%
Mar 31, 2026	MAGNUS FINANCIAL GROUP LLC	0.17%	86.41K	1.19M	1.26K	+1.48%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	86.52K	1.19M	1.38K	+1.62%
Mar 31, 2026	ROYAL BANK OF CANADA	0.26%	130.37K	1.79M	15.21K	+13.21%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.17%	83.76K	1.15M	38.77K	+86.19%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.06%	31.49K	433.04K	-3.22K	-9.27%
Mar 31, 2026	LEADING EDGE FINANCIAL PLANNING LLC	0.05%	25.98K	357.51K	2.8K	+12.09%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.05%	25.22K	347K	41	+0.16%
Mar 31, 2026	FIELD & MAIN BANK	0.19%	96.68K	1.33M	-4.75K	-4.68%
Mar 31, 2026	NOVAK & POWELL FINANCIAL SERVICES, INC.	0.03%	16.35K	224.95K	4.55K	+38.60%
Mar 31, 2026	DEARBORN PARTNERS LLC	0.03%	16.87K	232.16K	-275	-1.60%
Mar 31, 2026	FIERA CAPITAL CORP	0.03%	17.28K	237.7K	0	0
Mar 31, 2026	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.04%	18.55K	255.21K	0	0
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.04%	19.52K	268.55K	-3.89K	-16.62%
Mar 31, 2026	WESTERN FINANCIAL CORP/CA	0.04%	20.07K	276.16K	-882	-4.21%
Mar 31, 2026	JANE STREET GROUP, LLC	0.04%	20.47K	281.71K	20.47K	+100.00%
Mar 31, 2026		0.04%	22.24K	306.05K	5.96K	+36.56%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.17%	606.49K	8.58M	-149.36K	-19.76%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.51%	784.83K	11.1M	44.59K	+6.02%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	163.35K	2.31M	43.74K	+36.57%
Dec 31, 2025	STERNECK CAPITAL MANAGEMENT, LLC	0.25%	136.03K	1.92M	9.08K	+7.15%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.23%	125.85K	1.79M	34.19K	+37.30%
Dec 31, 2025	WEALTH ADVISORY SOLUTIONS, LLC	0.23%	124.26K	1.76M	-3.28K	-2.57%
Dec 31, 2025	ROYAL BANK OF CANADA	0.22%	115.16K	1.63M	-7.04K	-5.76%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.21%	111K	1.57M	-6.56K	-5.58%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.2%	108.51K	1.53M	-5.28K	-4.64%
Dec 31, 2025	MAGNUS FINANCIAL GROUP LLC	0.16%	85.14K	1.2M	1.34K	+1.60%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	78.29K	1.11M	41.32K	+111.78%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.14%	75.1K	1.06M	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	19.73K	279.01K	-3.79K	-16.09%
Dec 31, 2025	WESTERN FINANCIAL CORP/CA	0.04%	20.95K	296.27K	-25	-0.12%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.04%	21.66K	306.26K	0	0
Dec 31, 2025	LEADING EDGE FINANCIAL PLANNING LLC	0.04%	23.18K	327.76K	-1.64K	-6.61%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.36%	187.24K	2.65M	38	+0.02%
Dec 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.46%	244.11K	3.45M	30.02K	+14.02%
Dec 31, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.5%	267.44K	3.78M	-9.02K	-3.26%
Dec 31, 2025	INVESTORS RESEARCH CORP	0.6%	322.79K	4.56M	25.71K	+8.65%
Dec 31, 2025	EVOKE WEALTH, LLC	0.64%	334.08K	4.72M	15.75K	+4.95%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.66%	342.88K	4.85M	3.85K	+1.14%
Dec 31, 2025	OPPENHEIMER & CO INC	0.05%	26.76K	378.43K	2.21K	+9.02%
Dec 31, 2025	CIM, LLC	0.05%	27.52K	389.16K	-1.1K	-3.83%
Dec 31, 2025	MGB WEALTH MANAGEMENT, LLC	0.05%	27.58K	389.94K	57	+0.21%
Dec 31, 2025	HRT FINANCIAL LP	0.06%	28.7K	405K	11.62K	+68.01%
Dec 31, 2025	RFG HOLDINGS, INC.	0.06%	32.11K	454.05K	-9.12K	-22.11%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.09%	46.16K	652.63K	-14.02K	-23.30%
Dec 31, 2025	INTEGRATED ADVISORS NETWORK LLC	0.12%	60.24K	851.78K	-19.65K	-24.60%
Dec 31, 2025	MARIPAU WEALTH MANAGEMENT LLC	0.12%	61.43K	869.77K	6.79K	+12.42%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.13%	65.32K	923.67K	65.32K	+100.00%
Dec 31, 2025	DEARBORN PARTNERS LLC	0.03%	17.15K	242.46K	-125	-0.72%
Dec 31, 2025	FIERA CAPITAL CORP	0.03%	17.28K	244.27K	0	0
Dec 31, 2025	STONEX GROUP INC.	0.03%	17.98K	254.15K	17.98K	+100.00%
Dec 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.03%	18.55K	262.26K	0	0
Dec 31, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.04%	18.92K	267.47K	-1.36K	-6.71%
Dec 31, 2025	UBS GROUP AG	2.54%	1.32M	18.69M	-79.96K	-5.71%
Dec 31, 2025	MORGAN STANLEY	2.98%	1.55M	21.89M	-115.76K	-6.96%
Dec 31, 2025	ACCEL WEALTH MANAGEMENT	0.06%	33.21K	469.64K	-5.84K	-14.96%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.07%	34.71K	490.8K	-319	-0.91%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	85.15K	1.2M	4.94K	+6.16%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	83.56K	1.18M	-6.58K	-7.30%
Dec 31, 2025	LORD & RICHARDS WEALTH MANAGEMENT, LLC	0.17%	91.12K	1.29M	4.62K	+5.34%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.18%	91.44K	1.29M	2.31K	+2.59%
Dec 31, 2025	FIELD & MAIN BANK	0.19%	101.43K	1.43M	-6.58K	-6.09%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.2%	106.94K	1.51M	-2.92K	-2.65%
Dec 31, 2025	ROSENBLUM SILVERMAN SUTTON S F INC /CA	0.3%	155.29K	2.2M	82.03K	+111.96%
Dec 31, 2025	LPL FINANCIAL LLC	1.56%	814.36K	11.51M	-40.4K	-4.73%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.04%	23.41K	330.96K	-7.94K	-25.33%
Dec 31, 2025	PROVISE MANAGEMENT GROUP, LLC	0.04%	23.88K	337.62K	-815	-3.30%
Dec 31, 2025	HF ADVISORY GROUP, LLC	0.04%	23.98K	339.09K	1.8K	+8.10%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.05%	25.18K	356K	1.54K	+6.52%
Dec 31, 2025	CAPROCK GROUP, LLC	0.05%	26.07K	368.6K	-150	-0.57%
Dec 31, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.05%	26.35K	372.59K	0	0
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.05%	26.47K	374.22K	-2.43K	-8.41%
Dec 31, 2025	WALKER ASSET MANAGEMENT, LLC	0.07%	36.42K	514.98K	-2.25K	-5.82%
Dec 31, 2025	LJI WEALTH MANAGEMENT, LLC	0.08%	41.52K	587.1K	584	+1.43%
Dec 31, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.08%	41.91K	592.61K	15.73K	+60.08%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.09%	44.99K	636.11K	-2.39K	-5.05%
Dec 31, 2025	CUSHING CAPITAL PARTNERS, LLC	0.09%	49.46K	699.38K	-800	-1.59%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.1%	53.8K	760.75K	-18.29K	-25.37%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.1%	55.14K	779.7K	-20.4K	-27.01%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.11%	54.91K	776.49K	0	0
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.12%	62.38K	881.98K	-400	-0.64%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.12%	64.44K	911.16K	-7.89K	-10.91%
Dec 31, 2025	COMERICA BANK	0.13%	70.91K	1M	-7.55K	-9.62%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.05%	25.78K	364.52K	-11.96K	-31.69%
Sep 30, 2025	CAPROCK GROUP, LLC	0.05%	26.22K	378.59K	26.22K	+100.00%
Sep 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.05%	26.35K	385.24K	8.4K	+46.80%
Sep 30, 2025	WALKER ASSET MANAGEMENT, LLC	0.07%	38.67K	565.36K	-1.5K	-3.73%
Sep 30, 2025	ACCEL WEALTH MANAGEMENT	0.07%	39.06K	570.98K	-13.58K	-25.80%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.09%	47.38K	692.67K	-4.9K	-9.37%
Sep 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.15%	83.8K	1.23M	1.29K	+1.57%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	37.74K	551.75K	10.76K	+39.89%
Sep 30, 2025	COMERICA BANK	0.14%	78.46K	1.15M	51.36K	+189.55%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	80.2K	1.17M	-3.72K	-4.43%
Sep 30, 2025	ROYAL BANK OF CANADA	0.22%	122.2K	1.79M	-37.59K	-23.53%
Sep 30, 2025	WEALTH ADVISORY SOLUTIONS, LLC	0.23%	127.54K	1.86M	460	+0.36%
Sep 30, 2025	CUSHING CAPITAL PARTNERS, LLC	0.09%	50.26K	734.82K	6.4K	+14.59%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.11%	60.17K	879.63K	-7.05K	-10.49%
Sep 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.15%	79.89K	1.17M	-1.85K	-2.26%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.34%	187.2K	2.74M	158.87K	+560.73%
Sep 30, 2025	LJI WEALTH MANAGEMENT, LLC	0.07%	40.94K	598.48K	565	+1.40%
Sep 30, 2025	CIM, LLC	0.05%	28.62K	418.38K	-564	-1.93%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.11%	62.78K	917.77K	1.05K	+1.70%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.1%	54.91K	802.85K	0	0
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.17%	91.66K	1.35M	38.88K	+73.67%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.06%	35.03K	514.57K	4.13K	+13.35%
Sep 30, 2025	ROSENBLUM SILVERMAN SUTTON S F INC /CA	0.13%	73.27K	1.07M	15.42K	+26.65%
Sep 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.5%	276.46K	4.04M	-10.06K	-3.51%
Sep 30, 2025	INVESTORS RESEARCH CORP	0.54%	297.08K	4.34M	21.82K	+7.93%
Sep 30, 2025	AVORY & COMPANY, LLC	0.06%	31K	453.23K	11	+0.04%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.06%	31.34K	458.25K	1.35K	+4.50%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.14%	75.1K	1.1M	-1K	-1.31%
Sep 30, 2025	LORD & RICHARDS WEALTH MANAGEMENT, LLC	0.16%	86.5K	1.26M	3.28K	+3.94%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.21%	113.79K	1.66M	11.27K	+10.99%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	89.13K	1.29M	717	+0.81%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.05%	28.9K	422.46K	2	+0.01%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	119.61K	1.75M	-3.99K	-3.23%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.62%	339.03K	4.96M	-31.11K	-8.41%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	90.14K	1.32M	-2.59K	-2.79%
Sep 30, 2025	STERNECK CAPITAL MANAGEMENT, LLC	0.23%	126.96K	1.86M	6.44K	+5.34%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.35%	740.24K	10.82M	64.09K	+9.48%
Sep 30, 2025	LPL FINANCIAL LLC	1.56%	854.75K	12.5M	-120.47K	-12.35%
Sep 30, 2025	MORGAN STANLEY	3.04%	1.66M	24.33M	-43.44K	-2.54%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.03%	18.09K	264.4K	-3.88K	-17.65%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.03%	18.27K	267.17K	12.33K	+207.23%
Sep 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.03%	18.55K	271.16K	-300	-1.59%
Sep 30, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.04%	20.28K	296.44K	0	0
Sep 30, 2025	WESTERN FINANCIAL CORP/CA	0.04%	20.98K	306.68K	-983	-4.48%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.04%	21.66K	316.66K	-600	-2.70%
Sep 30, 2025	HF ADVISORY GROUP, LLC	0.04%	22.19K	324.34K	1.11K	+5.25%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.04%	23.64K	345.57K	-175	-0.73%
Sep 30, 2025	OPPENHEIMER & CO INC	0.04%	24.55K	358.91K	1.69K	+7.39%
Sep 30, 2025	PROVISE MANAGEMENT GROUP, LLC	0.05%	24.69K	361K	-350	-1.40%
Sep 30, 2025	UBS GROUP AG	2.56%	1.4M	20.49M	289.56K	+26.04%
Sep 30, 2025	EVOKE WEALTH, LLC	0.58%	318.32K	4.65M	213	+0.07%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.11%	59.81K	874.39K	10.58K	+21.49%
Sep 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.39%	214.09K	3.13M	36.17K	+20.33%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.38%	755.85K	11.05M	-64.55K	-7.87%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.2%	109.85K	1.61M	-38.71K	-26.05%
Sep 30, 2025	RFG HOLDINGS, INC.	0.08%	41.23K	602.73K	-20.01K	-32.67%
Sep 30, 2025	LEIGH BALDWIN & CO., LLC	0.06%	31.33K	882.12K	31.33K	+100.00%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.21%	117.56K	1.72M	16.3K	+16.09%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.14%	75.54K	1.07M	-1.5K	-1.95%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.13%	72.09K	1.05M	-56	-0.08%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	36.97K	540.44K	-41.28K	-52.76%
Sep 30, 2025	FIELD & MAIN BANK	0.2%	108.01K	1.58M	1.16K	+1.08%
Sep 30, 2025	CITADEL ADVISORS LLC	0.06%	31.25K	456.89K	31.25K	+100.00%
Sep 30, 2025	MGB WEALTH MANAGEMENT, LLC	0.05%	27.52K	402.34K	-244	-0.88%
Sep 30, 2025	MARIPAU WEALTH MANAGEMENT LLC	0.1%	54.64K	798.8K	-3.5K	-6.03%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.13%	72.33K	1.06M	22.88K	+46.28%
Sep 30, 2025	LEADING EDGE FINANCIAL PLANNING LLC	0.05%	24.82K	362.88K	10.25K	+70.33%
Sep 30, 2025	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.05%	26.18K	382.75K	26.18K	+100.00%
Jun 30, 2025	LJI WEALTH MANAGEMENT, LLC	0.07%	40.37K	569.64K	-2.35K	-5.50%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	52.78K	755.26K	4.86K	+10.14%
Jun 30, 2025	CIM, LLC	0.05%	29.18K	411.74K	0	0
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.05%	28.33K	400K	-212	-0.74%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.5%	820.4K	11.58M	-2.32K	-0.28%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.24%	676.15K	9.54M	65.31K	+10.69%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.27%	148.56K	2.1M	109	+0.07%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	83.92K	1.18M	-5.54K	-6.19%
Jun 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.15%	81.73K	1.15M	-83.84K	-50.64%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	78.25K	1.1M	28.29K	+56.62%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.14%	77.04K	1.09M	6.6K	+9.38%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.14%	76.1K	1.07M	-1.53K	-1.97%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	88.41K	1.25M	9.82K	+12.50%
Jun 30, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.12%	65.64K	926.18K	-1.24K	-1.85%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.12%	67.23K	948.54K	14.52K	+27.54%
Jun 30, 2025	MORGAN STANLEY	3.13%	1.71M	24.09B	-147.35K	-7.95%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.68%	370.14K	5.22M	-76.63K	-17.15%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.05%	26.98K	380.68K	5.57K	+26.04%
Jun 30, 2025	PROVISE MANAGEMENT GROUP, LLC	0.05%	25.04K	353.35K	0	0
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.04%	22.35K	315.36K	22.35K	+100.00%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.04%	21.96K	309.88K	-1.09K	-4.71%
Jun 30, 2025	WESTERN FINANCIAL CORP/CA	0.04%	21.96K	309.86K	-1	0.00%
Jun 30, 2025	HF ADVISORY GROUP, LLC	0.04%	21.08K	297.41K	938	+4.66%
Jun 30, 2025	BALLAST, INC.	0.04%	20.28K	286.09K	20.28K	+100.00%
Jun 30, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.04%	20.28K	286.09K	216	+1.08%
Jun 30, 2025	ESSEX LLC	0.04%	20.2K	285.02K	0	0
Jun 30, 2025	ANCORA ADVISORS, LLC	0.04%	20K	282.2K	10K	+100.00%
Jun 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.03%	18.85K	265.93K	-353	-1.84%
Jun 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.03%	17.95K	253.28K	-3.15K	-14.94%
Jun 30, 2025	DEARBORN PARTNERS LLC	0.03%	17.65K	249K	-730	-3.97%
Jun 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.15%	82.51K	1.16M	1.26K	+1.55%
Jun 30, 2025	MGB WEALTH MANAGEMENT, LLC	0.05%	27.76K	391.75K	0	0
Jun 30, 2025	COMERICA BANK	0.05%	27.1K	382.33K	-3.15K	-10.41%
Jun 30, 2025	EVOKE WEALTH, LLC	0.58%	318.11K	4.49M	17.21K	+5.72%
Jun 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.52%	286.52K	4.04M	-3.53K	-1.22%
Jun 30, 2025	INVESTORS RESEARCH CORP	0.5%	275.26K	3.88M	29.48K	+11.99%
Jun 30, 2025	SIGNAL ADVISORS WEALTH, LLC	0.33%	177.92K	2.51M	75.56K	+73.82%
Jun 30, 2025	ROYAL BANK OF CANADA	0.29%	159.8K	2.25M	19.21K	+13.67%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.05%	28.89K	407.69K	-1.28K	-4.24%
Jun 30, 2025	WEALTH ADVISORY SOLUTIONS, LLC	0.23%	127.08K	1.79M	2.11K	+1.69%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.23%	123.59K	1.74M	-31.57K	-20.35%
Jun 30, 2025	STERNECK CAPITAL MANAGEMENT, LLC	0.22%	120.52K	1.7M	-213	-0.18%
Jun 30, 2025	RFG HOLDINGS, INC.	0.11%	61.23K	863.98K	-30.96K	-33.59%
Jun 30, 2025	ACCEL WEALTH MANAGEMENT	0.1%	52.64K	742.71K	-319	-0.60%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.1%	52.28K	737.63K	-9.79K	-15.77%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.09%	49.45K	697.67K	-3.59K	-6.76%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.09%	49.23K	694.62K	48	+0.10%
Jun 30, 2025		0.08%	43.86K	618.9K	3.28K	+8.07%
Jun 30, 2025	FIELD & MAIN BANK	0.2%	106.85K	1.51M	-310	-0.29%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.19%	101.27K	1.43M	-902	-0.88%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.1%	54.91K	774.84K	-333	-0.60%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.17%	92.73K	1.31M	1.24K	+1.35%
Jun 30, 2025	MARIPAU WEALTH MANAGEMENT LLC	0.11%	58.14K	822.72K	19.54K	+50.63%
Jun 30, 2025	ROSENBLUM SILVERMAN SUTTON S F INC /CA	0.11%	57.85K	816.26K	6.93K	+13.61%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.13%	72.15K	1.02M	151	+0.21%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.11%	61.72K	871K	-14.31K	-18.82%
Jun 30, 2025	WALKER ASSET MANAGEMENT, LLC	0.07%	40.17K	566.8K	-1.09K	-2.64%
Jun 30, 2025	AVORY & COMPANY, LLC	0.06%	30.99K	437.26K	-10.09K	-24.56%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.06%	30.9K	434.83K	207	+0.67%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.05%	29.99K	423.22K	25	+0.08%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.05%	29.61K	417.85K	889	+3.09%
Jun 30, 2025	UBS GROUP AG	2.04%	1.11M	15.69M	470.4K	+73.32%
Jun 30, 2025	LPL FINANCIAL LLC	1.79%	975.23K	13.76M	-266.59K	-21.47%
Jun 30, 2025	LORD & RICHARDS WEALTH MANAGEMENT, LLC	0.15%	83.22K	1.17M	46.64K	+127.49%
Jun 30, 2025	CUSHING CAPITAL PARTNERS, LLC	0.08%	43.86K	618.9K	3.28K	+8.07%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.47%	822.72K	11.75M	35.9K	+4.56%
Mar 31, 2025	LJI WEALTH MANAGEMENT, LLC	0.08%	42.72K	610.05K	-617	-1.42%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.09%	49.18K	702.3K	7.55K	+18.12%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.13%	70.44K	1.01M	23.4K	+49.76%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	89.46K	1.28M	-15.57K	-14.83%
Mar 31, 2025	FIELD & MAIN BANK	0.19%	107.16K	1.53M	14.34K	+15.45%
Mar 31, 2025	RFG HOLDINGS, INC.	0.16%	92.2K	1.32M	-10.19K	-9.95%
Mar 31, 2025	STERNECK CAPITAL MANAGEMENT, LLC	0.22%	120.73K	1.72M	3.56K	+3.04%
Mar 31, 2025	WEALTH ADVISORY SOLUTIONS, LLC	0.22%	124.96K	1.78M	124.96K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	155.17K	2.22M	40.01K	+34.75%
Mar 31, 2025	COMERICA BANK	0.05%	30.25K	431.9K	-1.83K	-5.69%
Mar 31, 2025	AVORY & COMPANY, LLC	0.07%	41.08K	586.61K	-1.98K	-4.59%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	49.96K	713.42K	-32.38K	-39.33%
Mar 31, 2025	ROSENBLUM SILVERMAN SUTTON S F INC /CA	0.09%	50.92K	727.14K	13.69K	+36.77%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.09%	52.71K	752.67K	-32.33K	-38.01%
Mar 31, 2025	ACCEL WEALTH MANAGEMENT	0.09%	52.96K	756.21K	-5.13K	-8.83%
Mar 31, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.12%	66.88K	954.98K	246	+0.37%
Mar 31, 2025	JANE STREET GROUP, LLC	0.19%	106.61K	1.52M	26.46K	+33.01%
Mar 31, 2025	ROYAL BANK OF CANADA	0.25%	140.58K	2.01M	2.46K	+1.78%
Mar 31, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.52%	290.05K	4.14M	-7.95K	-2.67%
Mar 31, 2025	EVOKE WEALTH, LLC	0.54%	300.9K	4.3M	-3.8K	-1.25%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.8%	446.77K	6.38M	-13.85K	-3.01%
Mar 31, 2025	MORGAN STANLEY	3.31%	1.85M	26.48M	-15.13K	-0.81%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.18%	102.17K	1.46M	-1.55K	-1.50%
Mar 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.18%	102.36K	1.46M	102.36K	+100.00%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.05%	29.97K	427.96K	-390	-1.28%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	91.49K	1.31M	6.38K	+7.50%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.26%	148.45K	2.12M	-17.56K	-10.58%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.05%	30.17K	430.87K	-2.09K	-6.47%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.05%	30.7K	440.81K	4.1K	+15.41%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.06%	31.01K	442.77K	-299	-0.96%
Mar 31, 2025	MARIPAU WEALTH MANAGEMENT LLC	0.07%	38.6K	551.2K	38.6K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	2.21%	1.24M	17.73M	50.08K	+4.20%
Mar 31, 2025	INTEGRATED ADVISORS NETWORK LLC	0.3%	165.57K	2.36M	7.23K	+4.57%
Mar 31, 2025		0.07%	36.58K	522.36K	36.58K	+100.00%
Mar 31, 2025	WALKER ASSET MANAGEMENT, LLC	0.07%	41.26K	589.19K	0	0
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	47.92K	684.31K	6.76K	+16.43%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.09%	53.03K	757.29K	-571	-1.07%
Mar 31, 2025	UBS GROUP AG	1.14%	641.54K	9.16M	5.66K	+0.89%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.1%	55.25K	788.93K	-608	-1.09%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.11%	62.07K	886.34K	5.92K	+10.55%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.13%	72K	1.03M	-439	-0.61%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.14%	76.04K	1.09M	6.44K	+9.25%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.14%	77.63K	1.11M	4.89K	+6.73%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	78.59K	1.12M	-65.09K	-45.30%
Mar 31, 2025	ORION PORTFOLIO SOLUTIONS, LLC	0.33%	185.07K	2.13M	0	0
Mar 31, 2025	INVESTORS RESEARCH CORP	0.44%	245.79K	3.51M	37.88K	+18.22%
Mar 31, 2025	MAGNUS FINANCIAL GROUP LLC	0.14%	81.25K	1.16M	1.21K	+1.51%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.09%	610.84K	8.72M	-441.07K	-41.93%
Mar 31, 2024	MGB WEALTH MANAGEMENT, LLC	0.03%	21.85K	332.98K	0	0
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.03%	22.46K	342.3K	-679	-2.93%
Mar 31, 2024	BROWN ADVISORY INC	0.04%	22.86K	348.39K	-2.5K	-9.86%
Mar 31, 2024	APPLETON PARTNERS INC/MA	0.04%	23.29K	355K	-6.25K	-21.16%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.04%	25.03K	381.51K	-3.92K	-13.54%
Mar 31, 2024	AFT, FORSYTH & COMPANY, INC.	0.04%	25.11K	382.69K	-2.42K	-8.79%
Mar 31, 2024	WEALTHCARE ADVISORY PARTNERS LLC	0.04%	27.14K	413.68K	6.49K	+31.39%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.04%	27.58K	420K	8.06K	+41.32%
Mar 31, 2024	LEADING EDGE FINANCIAL PLANNING LLC	0.04%	27.59K	420.47K	9.6K	+53.37%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.04%	28.27K	430.77K	-361	-1.26%
Mar 31, 2024	DEARBORN PARTNERS LLC	0.03%	22.09K	336.68K	660	+3.08%
Mar 31, 2024	LJI WEALTH MANAGEMENT, LLC	0.06%	36.04K	549.28K	-889	-2.41%
Mar 31, 2024	MORGAN STANLEY	3.1%	2.01M	30.63M	-40.43K	-1.97%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	24.99K	380.86K	24.99K	+100.00%
Mar 31, 2024	COMERICA BANK	0.05%	30.63K	466.76K	-1.34K	-4.18%
Mar 31, 2024	PROVISE MANAGEMENT GROUP, LLC	0.05%	29.99K	457.01K	-8.27K	-21.61%
Mar 31, 2024	WOLVERINE TRADING, LLC	0.05%	33.02K	503.18K	-36.03K	-52.18%
Mar 31, 2024	GOULD ASSET MANAGEMENT LLC /CA/	0.05%	31.52K	480.37K	745	+2.42%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.05%	33.29K	509.66K	8.67K	+35.22%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.06%	34.13K	520.2K	-849	-2.43%
Mar 31, 2024	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	0.06%	38.46K	586.12K	0	0
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.07%	42.17K	642.72K	-21.67K	-33.94%
Mar 31, 2024	AVORY & COMPANY, LLC	0.08%	47.54K	724.5K	-456	-0.95%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.08%	48.58K	740.34K	-100	-0.21%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.08%	48.81K	743.81K	-901	-1.81%
Mar 31, 2024	WALKER ASSET MANAGEMENT, LLC	0.08%	49.99K	761.85K	0	0
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.09%	53.85K	820.64K	-1.47K	-2.66%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.09%	58.19K	886K	4.98K	+9.35%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.09%	56.45K	860.35K	-847	-1.48%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.1%	61.87K	942.85K	-7.5K	-10.81%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.11%	67.58K	1.03M	-1.09K	-1.58%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.11%	71.68K	1.09M	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.11%	73.28K	1.12M	-4.67K	-5.99%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.11%	73.34K	1.12M	33	+0.05%
Mar 31, 2024	LINCOLN NATIONAL CORP	0.11%	69.87K	1.06M	199	+0.29%
Mar 31, 2024	ROYAL BANK OF CANADA	0.33%	214.73K	3.27M	-107.46K	-33.35%
Mar 31, 2024	EVOKE WEALTH, LLC	0.45%	273.47K	4.17M	223.47K	+446.94%
Mar 31, 2024	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.49%	302.05K	4.6M	-14.55K	-4.59%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.54%	347.22K	5.29M	-415	-0.12%
Mar 31, 2024	RFG HOLDINGS, INC.	1.41%	866.49K	13.21M	866.49K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.1%	58.79K	895.97K	58.79K	+100.00%
Mar 31, 2024	CIM, LLC	0.65%	396.13K	6.04M	19.08K	+5.06%
Mar 31, 2024	UBS GROUP AG	0.65%	420.87K	6.41M	8.47K	+2.05%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	1.13%	695.21K	10.6M	-88.92K	-11.34%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.15%	748.1K	11.4M	-447.77K	-37.44%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.2%	776.37K	11.83M	30.23K	+4.05%
Mar 31, 2024	LPL FINANCIAL LLC	1.89%	1.22M	18.66M	163.05K	+15.36%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.12%	76.72K	1.17M	-36.04K	-31.96%
Mar 31, 2024	MAGNUS FINANCIAL GROUP LLC	0.12%	76.47K	1.17M	1.12K	+1.49%
Mar 31, 2024	STERNECK CAPITAL MANAGEMENT, LLC	0.13%	78.89K	1.2M	5.51K	+7.50%
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	0.13%	79.83K	1.22M	-5.64K	-6.60%
Mar 31, 2024	SOWELL FINANCIAL SERVICES LLC	0.15%	92.09K	1.4M	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.15%	99.78K	1.52M	-14.9K	-13.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	104.6K	1.59M	-21.2K	-16.85%
Mar 31, 2024	FIELD & MAIN BANK	0.17%	102.14K	1.56M	15.67K	+18.13%
Mar 31, 2024	EQIS CAPITAL MANAGEMENT, INC.	0.17%	104.6K	1.59M	-2.53K	-2.36%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.18%	110.2K	1.68M	110.2K	+100.00%
Mar 31, 2024	ACCEL WEALTH MANAGEMENT	0.18%	112.92K	1.72M	-19.84K	-14.95%
Mar 31, 2024	INTEGRATED ADVISORS NETWORK LLC	0.2%	120.44K	1.84M	19.22K	+18.99%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.22%	141.27K	2.15M	22.58K	+19.02%
Mar 31, 2024	INVESTORS RESEARCH CORP	0.22%	136.42K	2.08M	12.1K	+9.73%
Mar 31, 2024	JANE STREET GROUP, LLC	0.22%	144.97K	2.21M	-22.86K	-13.62%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.19%	118.7K	1.73M	17.54K	+17.34%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	0.19%	119.96K	1.75M	-11.7K	-8.89%
Dec 31, 2023	INVESTORS RESEARCH CORP	0.2%	124.32K	1.81M	11.36K	+10.06%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	125.8K	1.83M	-12.15K	-8.81%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.2%	127.28K	1.86M	116.82K	+1,116.17%
Dec 31, 2023	ACCEL WEALTH MANAGEMENT	0.21%	132.77K	1.94M	-24.17K	-15.40%
Dec 31, 2023	JANE STREET GROUP, LLC	0.27%	167.83K	2.45M	-278.23K	-62.38%
Dec 31, 2023	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.51%	316.6K	4.62M	-10.41K	-3.18%
Dec 31, 2023	ROYAL BANK OF CANADA	0.52%	322.18K	4.7M	17.97K	+5.91%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.56%	347.64K	5.07M	57.34K	+19.75%
Dec 31, 2023	CIM, LLC	0.6%	377.05K	5.67M	377.05K	+100.00%
Dec 31, 2023	STRATEGIC WEALTH INVESTMENT GROUP, LLC	0.63%	394.73K	5.76M	7.18K	+1.85%
Dec 31, 2023	UBS GROUP AG	0.66%	412.41K	6.01M	17.49K	+4.43%
Dec 31, 2023	EVOKE WEALTH, LLC	0.7%	439.78K	6.41M	-42.37K	-8.79%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.19%	746.14K	10.88M	-29.15K	-3.76%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	1.25%	784.13K	11.43M	97.51K	+14.20%
Dec 31, 2023	LPL FINANCIAL LLC	1.7%	1.06M	15.47M	-52.94K	-4.75%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.91%	1.2M	17.44M	99.22K	+9.05%
Dec 31, 2023	MORGAN STANLEY	3.28%	2.05M	29.89M	-316.96K	-13.39%
Dec 31, 2023	LIDO ADVISORS, LLC	0.06%	34.61K	504.56K	6.63K	+23.69%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.06%	34.98K	510.05K	-746	-2.09%
Dec 31, 2023		0.06%	36.93K	538.45K	-6.22K	-14.41%
Dec 31, 2023	PROVISE MANAGEMENT GROUP, LLC	0.06%	38.25K	557.75K	-21	-0.05%
Dec 31, 2023	PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	0.06%	38.46K	560.73K	0	0
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.06%	39.38K	2.7M	39.38K	+100.00%
Dec 31, 2023	AVORY & COMPANY, LLC	0.08%	48K	699.76K	-61	-0.13%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.08%	48.68K	709.74K	100	+0.21%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.08%	49.71K	724.73K	-5.52K	-9.99%
Dec 31, 2023	WALKER ASSET MANAGEMENT, LLC	0.08%	49.99K	728.85K	-1.5K	-2.91%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.09%	53.21K	775K	-5.85K	-9.90%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.09%	55.32K	806.51K	-23.84K	-30.12%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.09%	57.3K	835.44K	-460.4K	-88.93%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.1%	63.84K	930.81K	-1.56K	-2.38%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.11%	68.67K	1M	-28.53K	-29.35%
Dec 31, 2023	WOLVERINE TRADING, LLC	0.11%	69.05K	1.01M	5.79K	+9.15%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.11%	69.37K	1.01M	0	0
Dec 31, 2023	LINCOLN NATIONAL CORP	0.11%	69.67K	1.02M	248	+0.36%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.11%	71.68K	1.05M	-750	-1.04%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.12%	73.31K	1.07M	-43.07K	-37.01%
Dec 31, 2023	STERNECK CAPITAL MANAGEMENT, LLC	0.12%	73.38K	1.07M	-1.82K	-2.42%
Dec 31, 2023	CITADEL ADVISORS LLC	0.12%	73.77K	1.08M	73.77K	+100.00%
Dec 31, 2023	MAGNUS FINANCIAL GROUP LLC	0.12%	75.35K	1.1M	1.4K	+1.89%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.12%	77.95K	1.14M	-3.74K	-4.58%
Dec 31, 2023	ASSET MANAGEMENT ONE CO., LTD.	0.14%	85.47K	1.25M	-2K	-2.29%
Dec 31, 2023	FIELD & MAIN BANK	0.14%	86.46K	1.26M	1.3K	+1.52%
Dec 31, 2023	SOWELL FINANCIAL SERVICES LLC	0.15%	92.09K	1.34M	0	0
Dec 31, 2023	INTEGRATED ADVISORS NETWORK LLC	0.16%	101.22K	1.48M	959	+0.96%
Dec 31, 2023	EQIS CAPITAL MANAGEMENT, INC.	0.17%	107.13K	1.56M	4.39K	+4.27%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.18%	112.76K	1.64M	-2.93K	-2.54%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.18%	114.68K	1.67M	-57.5K	-33.40%

Frequently Asked Questions