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

Who are the major shareholders selling PGIM Total Return Bond ETF stock?

INTEGRITY WEALTH SOLUTIONS LLC, in the last quarter, reduced its stake in PTRB by -3.33% restricting it's holding to 206.06 thousand shares of worth nearly $8.54M. MSH CAPITAL ADVISORS LLC also lessened -9.54% of the PTRB shares from its portfolio, reducing its holding to 46.82 thousand shares of worth $1.94M. ARMOR INVESTMENT ADVISORS, LLC also shunned PTRB shares holding by -4.4% last quarter which brought its holding to 32.89 thousand shares worth $1.36M.

Investors who are buying PTRB stock?

As per its latest 13F filing, INTEGRATED WEALTH CONCEPTS LLC increased its stake in PTRB by 0.65% in the last quarter. The institutional holder raised its holding to 191.68 thousand shares having worth more than $7.95M. BEACON POINTE ADVISORS, LLC also added 9.08% more shares of PTRB to its portfolio, raising its holding to 560.34 thousand shares of worth $23.23M. SILVER OAK SECURITIES, INCORPORATED also increased its PTRB shares holding by 13.44% which brought its holding to 138.36 thousand shares worth $5.74M.

PTRB's major insiders: who are they?

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

Did an insider recently sell PTRB stock?

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

Which insider recently purchased PTRB stock?

There have been 0 transaction(s) during the past 6-months in which PGIM Total Return Bond ETF insiders have bought stock, totalling 0 shares

How much of PTRB does insiders own?

Around 0 PGIM Total Return Bond ETF shares are held by insiders, which represents about N/A of PTRB stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PTRB?

INTEGRATED WEALTH CONCEPTS LLC is the largest institutional owner in PTRB which holds 191.68 thousand shares worth $7.95M or 1.18% of the total PTRB shares outstanding followed by BEACON POINTE ADVISORS, LLC with ownership of 560.34 thousand shares representing 1.99% of the PTRB ownership. SILVER OAK SECURITIES, INCORPORATED is the third largest stakeholder with 138.36 thousand shares or 0.49% of the ownership worth more than $5.74M.

Is PGIM Total Return Bond 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 PTRB is concerned, it is a stock which is not optionable.

Is there a short position on PTRB's shares?

Number of PTRB 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 PTRB shares are there?

As of today, null shares of PTRB are outstanding.

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

PTRB 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 PTRB is null.

PGIM Total Return Bond ETF (PTRB) 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.

ShortableNo

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. INTEGRATED WEALTH CONCEPTS LLC is the top corporate investor, holding 191.68K shares valued at $7.95M. A 1.18% stake in PGIM Total Return Bond ETF is owned by the company. BEACON POINTE ADVISORS, LLC owns 560.34K shares valued at $23.23M, which translates its holding of 1.99% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.18%	191.68K	7.95M	1.24K	+0.65%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	1.99%	560.34K	23.23M	46.64K	+9.08%
Jun 30, 2026	SILVER OAK SECURITIES, INCORPORATED	0.49%	138.36K	5.74M	16.39K	+13.44%
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.46%	130K	5.39M	2K	+1.56%
Jun 30, 2026	PRUDENTIAL FINANCIAL INC	9.76%	2.75M	113.96M	134.21K	+5.13%
Jun 30, 2026	INTEGRITY WEALTH SOLUTIONS LLC	0.73%	206.06K	8.54M	-7.09K	-3.33%
Jun 30, 2026	TWIN PEAKS WEALTH ADVISORS, LLC	0.22%	36.19K	1.5M	962	+2.73%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.21%	33.71K	1.4M	5.09K	+17.78%
Jun 30, 2026	CITADEL ADVISORS LLC	0.16%	43.82K	1.82M	17.9K	+69.02%
Jun 30, 2026	MSH CAPITAL ADVISORS LLC	0.17%	46.82K	1.94M	-4.94K	-9.54%
Jun 30, 2026	BOYUM WEALTH ARCHITECTS LLC	2.41%	678.17K	27.86M	22.34K	+3.41%
Jun 30, 2026	HOWARD FINANCIAL SERVICES, LTD.	2.77%	781.74K	32.41M	1.95K	+0.25%
Jun 30, 2026	ARMOR INVESTMENT ADVISORS, LLC	0.2%	32.89K	1.36M	-1.51K	-4.40%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.38%	670.45K	27.8M	201.03K	+42.83%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.15%	23.76K	987.77K	1.33K	+5.92%
Jun 30, 2026	WEALTHPLAN PARTNERS, LLC	0.13%	20.6K	854.16K	0	0
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.12%	19.79K	820.66K	19.79K	+100.00%
Jun 30, 2026	COIGN CAPITAL ADVISORS LLC	0.11%	18.23K	756.37K	-809	-4.25%
Jun 30, 2026	GATEWAY INVESTMENT ADVISERS LLC	0.11%	18.22K	755.28K	0	0
Jun 30, 2026	CLEARSTEAD ADVISORS, LLC	0.42%	119.23K	4.94M	66.93K	+127.96%
Jun 30, 2026	PROSPERITY FINANCIAL GROUP, INC.	0.39%	109.36K	4.53M	2.02K	+1.88%
Jun 30, 2026	PRIVATE WEALTH ASSET MANAGEMENT, LLC	0.31%	86.82K	3.62M	1.26K	+1.48%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.29%	81.75K	3.42M	1.46K	+1.82%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.28%	78.56K	3.26M	78.56K	+100.00%
Jun 30, 2026	KELMAN-LAZAROV, INC.	0.27%	75.62K	3.14M	-2.87K	-3.65%
Jun 30, 2026	MGO ONE SEVEN LLC	0.64%	179.37K	7.44M	-9.55K	-5.05%
Jun 30, 2026		0.27%	43.11K	1.76M	4.55K	+11.81%
Jun 30, 2026	MAIA WEALTH LLC	0.29%	81.75K	3.39M	2.79K	+3.54%
Jun 30, 2026	RICHARDS, MERRILL & PETERSON, INC.	0.24%	67.21K	2.79M	2K	+3.06%
Jun 30, 2026	FIRST CITIZENS FINANCIAL CORP	0.22%	61.43K	2.55M	8.88K	+16.89%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.21%	58.97K	2.44M	1.96K	+3.45%
Jun 30, 2026	NATIXIS ADVISORS, L.P.	0.26%	41.77K	1.73M	19.74K	+89.62%
Jun 30, 2026	SILVEROAK WEALTH MANAGEMENT LLC	0.2%	57.75K	2.39M	5.68K	+10.91%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.16%	45.55K	1.89M	45.55K	+100.00%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	5.39%	1.52M	62.92M	330.23K	+27.81%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	3.08%	868.6K	36.01M	868.6K	+100.00%
Jun 30, 2026	ADVISORY RESOURCE GROUP	1.9%	535.1K	22.19M	35.03K	+7.00%
Jun 30, 2026	DAYBRIGHT ADVISORY SERVICES, INC.	0.27%	43.11K	1.76M	4.55K	+11.81%
Jun 30, 2026	PINNACLE FINANCIAL GROUP, LLC / IL	0.49%	138.86K	5.76M	11.26K	+8.83%
Jun 30, 2026	APOLLON FINANCIAL, LLC	0.43%	121.01K	5.02M	8.4K	+7.45%
Jun 30, 2026	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.66%	184.89K	7.67M	79.55K	+75.52%
Jun 30, 2026	AJ ADVISORS, LLC	0.67%	189.24K	7.85M	7.33K	+4.03%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	1.82%	513.85K	21.3M	442.58K	+621.01%
Jun 30, 2026	HUNTLEIGH ADVISORS, INC.	0.56%	158.83K	6.59M	-7.03K	-4.24%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	1.7%	479.57K	20.04M	119.94K	+33.35%
Jun 30, 2026	MARINER, LLC	1.58%	443.96K	18.41M	99.29K	+28.81%
Jun 30, 2026	TEAM FINANCIAL GROUP, LLC	1.14%	320.61K	13.29M	-13.33K	-3.99%
Jun 30, 2026	LPL FINANCIAL LLC	1.98%	557.12K	23.1M	476.32K	+589.47%
Jun 30, 2026	GENESIS PRIVATE WEALTH, LLC	0.82%	231.79K	9.61M	9.21K	+4.14%
Jun 30, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.35%	99.28K	4.12M	6.27K	+6.74%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.59%	165.52K	6.86M	7.65K	+4.84%
Jun 30, 2026	FIRST HEARTLAND CONSULTANTS, INC.	1.11%	312.15K	12.94M	3.32K	+1.07%
Jun 30, 2026	RFG - BRISTOL WEALTH ADVISORS, LLC	1%	280.54K	11.63M	12.41K	+4.63%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.97%	273K	11.32M	-27.31K	-9.10%
Jun 30, 2026	NOVEM GROUP	0.9%	253.95K	10.53M	-11.44K	-4.31%
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	7.84%	2.21M	91.6M	481.09K	+27.84%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	4.86%	1.37M	56.72M	81.14K	+6.31%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	3.33%	938.18K	38.9M	827.39K	+746.81%
Jun 30, 2026	FAS WEALTH PARTNERS, INC.	3.27%	921.69K	38.21M	130.56K	+16.50%
Jun 30, 2026	MOUNT YALE INVESTMENT ADVISORS, LLC	3.09%	869.26K	36.17M	869.26K	+100.00%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.68%	190.27K	7.89M	28.41K	+17.55%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.13%	21.29K	884.28K	9.47K	+80.14%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	10.67%	1.73M	71.74M	15.82K	+0.92%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	7.33%	1.19M	49.29M	129.11K	+12.20%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.44%	71.27K	2.96M	1.54K	+2.21%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	3.17%	513.7K	21.32M	421.43K	+456.75%
Mar 31, 2026	ADVISORY RESOURCE GROUP	3.09%	500.08K	20.76M	27.22K	+5.76%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.18%	190.44K	7.91M	1.81K	+0.96%
Mar 31, 2026	HOWARD FINANCIAL SERVICES, LTD.	4.81%	779.79K	32.37M	46.79K	+6.38%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	7.94%	1.29M	53.42M	1.24M	+2,386.23%
Mar 31, 2026	MAIA WEALTH LLC	0.49%	78.96K	3.28M	1.86K	+2.41%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.5%	80.29K	3.33M	73.21K	+1,034.35%
Mar 31, 2026	PROSPERITY FINANCIAL GROUP, INC.	0.66%	107.34K	4.46M	5.23K	+5.13%
Mar 31, 2026	MARINER, LLC	2.13%	344.68K	14.31M	275.31K	+396.93%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	2.22%	359.63K	14.87M	63.1K	+21.28%
Mar 31, 2026	TWIN PEAKS WEALTH ADVISORS, LLC	0.22%	35.23K	1.46M	-1.18K	-3.24%
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0.23%	38.08K	1.58M	26.4K	+226.01%
Mar 31, 2026		0.24%	38.56K	1.6M	238	+0.62%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.26%	41.97K	1.74M	4.94K	+13.33%
Mar 31, 2026	JANE STREET GROUP, LLC	0.32%	51.08K	2.12M	51.08K	+100.00%
Mar 31, 2026	MSH CAPITAL ADVISORS LLC	0.32%	51.75K	2.15M	-5.56K	-9.70%
Mar 31, 2026	SILVEROAK WEALTH MANAGEMENT LLC	0.32%	52.07K	2.16M	2.66K	+5.39%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.32%	52.31K	2.17M	52.31K	+100.00%
Mar 31, 2026	FIRST CITIZENS FINANCIAL CORP	0.32%	52.56K	2.18M	11.16K	+26.96%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.35%	57.01K	2.37M	57.01K	+100.00%
Mar 31, 2026	RICHARDS, MERRILL & PETERSON, INC.	0.4%	65.21K	2.71M	1.77K	+2.79%
Mar 31, 2026	KELMAN-LAZAROV, INC.	0.48%	78.48K	3.26M	13.34K	+20.48%
Mar 31, 2026	LPL FINANCIAL LLC	0.5%	80.8K	3.35M	-6.58K	-7.53%
Mar 31, 2026	PRIVATE WEALTH ASSET MANAGEMENT, LLC	0.53%	85.56K	3.55M	31.88K	+59.38%
Mar 31, 2026	APOLLON FINANCIAL, LLC	0.7%	112.62K	4.67M	4.77K	+4.42%
Mar 31, 2026	SILVER OAK SECURITIES, INCORPORATED	0.75%	121.96K	5.06M	8.35K	+7.35%
Mar 31, 2026	PINNACLE FINANCIAL GROUP, LLC / IL	0.79%	127.6K	5.3M	24.37K	+23.61%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.79%	128K	5.31M	4.8K	+3.90%
Mar 31, 2026	STIFEL FINANCIAL CORP	1%	161.86K	6.72M	18.74K	+13.10%
Mar 31, 2026	RFG - BRISTOL WEALTH ADVISORS, LLC	1.66%	268.13K	11.13M	29.18K	+12.21%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.85%	300.32K	12.47M	23.98K	+8.68%
Mar 31, 2026	FIRST HEARTLAND CONSULTANTS, INC.	1.91%	308.83K	12.82M	9.4K	+3.14%
Mar 31, 2026	TEAM FINANCIAL GROUP, LLC	2.06%	333.94K	13.86M	15.74K	+4.95%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.9%	469.42K	19.49M	1.96K	+0.42%
Mar 31, 2026	BOYUM WEALTH ARCHITECTS LLC	4.05%	655.83K	27.3M	50.03K	+8.26%
Mar 31, 2026	NATIXIS ADVISORS, L.P.	0.14%	22.03K	914K	22.03K	+100.00%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.18%	28.62K	1.19M	28.62K	+100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	30.37K	1.26M	-3.77K	-11.03%
Mar 31, 2026	JPMORGAN CHASE & CO	0.19%	30.87K	1.28M	21.08K	+215.50%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.57%	93.02K	3.86M	73.27K	+371.02%
Mar 31, 2026	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.65%	105.34K	4.37M	27.51K	+35.34%
Mar 31, 2026	PRUDENTIAL FINANCIAL INC	16.14%	2.61M	108.52M	2.61M	+100.00%
Mar 31, 2026	FAS WEALTH PARTNERS, INC.	4.88%	791.13K	32.84M	160.65K	+25.48%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.68%	110.79K	4.6M	77.79K	+235.72%
Mar 31, 2026	NOVEM GROUP	1.64%	265.4K	11.02M	15.68K	+6.28%
Mar 31, 2026	GENESIS PRIVATE WEALTH, LLC	1.37%	222.58K	9.24M	-90	-0.04%
Mar 31, 2026	INTEGRITY WEALTH SOLUTIONS LLC	1.32%	213.16K	8.85M	13.26K	+6.63%
Mar 31, 2026	MGO ONE SEVEN LLC	1.17%	188.92K	7.84M	17.57K	+10.25%
Mar 31, 2026	AJ ADVISORS, LLC	1.12%	181.91K	7.55M	5.07K	+2.87%
Mar 31, 2026	HUNTLEIGH ADVISORS, INC.	1.02%	165.87K	6.89M	4.87K	+3.02%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.97%	157.88K	6.55M	10.47K	+7.10%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.93%	149.93K	6.24M	-10.12K	-6.32%
Mar 31, 2026	ARMOR INVESTMENT ADVISORS, LLC	0.21%	34.4K	1.43M	-7.53K	-17.96%
Dec 31, 2025	TRUIST FINANCIAL CORP	1.23%	199.23K	8.38M	9.63K	+5.08%
Dec 31, 2025	INTEGRITY WEALTH SOLUTIONS LLC	1.23%	199.9K	8.4M	17.24K	+9.44%
Dec 31, 2025	GENESIS PRIVATE WEALTH, LLC	1.37%	222.67K	9.36M	18.2K	+8.90%
Dec 31, 2025	RFG - BRISTOL WEALTH ADVISORS, LLC	1.47%	238.95K	10.05M	9.69K	+4.23%
Dec 31, 2025	FAS WEALTH PARTNERS, INC.	3.89%	630.48K	26.51M	72.56K	+13.00%
Dec 31, 2025	TEAM FINANCIAL GROUP, LLC	1.96%	318.2K	13.38M	14.38K	+4.73%
Dec 31, 2025	NOVEM GROUP	1.54%	249.72K	10.5M	24.9K	+11.07%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	1.85%	299.43K	12.59M	37.58K	+14.35%
Dec 31, 2025	JPMORGAN CHASE & CO	0.06%	9.78K	411.32K	9.78K	+100.00%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.91%	147.41K	6.2M	3.95K	+2.75%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.89%	467.46K	19.65M	83.94K	+21.89%
Dec 31, 2025	ADVISORY RESOURCE GROUP	2.92%	472.86K	19.88M	17.68K	+3.88%
Dec 31, 2025	BOYUM WEALTH ARCHITECTS LLC	3.74%	605.8K	25.55M	176.87K	+41.24%
Dec 31, 2025	HOWARD FINANCIAL SERVICES, LTD.	4.52%	733K	30.82M	55.58K	+8.20%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	10.57%	1.71M	71.99M	50.96K	+3.07%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.21%	34.14K	1.44M	29.18K	+588.80%
Dec 31, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0.22%	36.41K	1.53M	10.82K	+42.31%
Dec 31, 2025	SILVEROAK WEALTH MANAGEMENT LLC	0.3%	49.41K	2.08M	2.3K	+4.89%
Dec 31, 2025	COIGN CAPITAL ADVISORS LLC	0.12%	19.94K	838.98K	-1K	-4.78%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.32%	51.76K	2.18M	-1.03M	-95.21%
Dec 31, 2025	LPL FINANCIAL LLC	0.54%	87.38K	3.67M	-13.78K	-13.62%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.57%	92.27K	3.88M	22.16K	+31.60%
Dec 31, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.63%	102.1K	4.29M	15.06K	+17.30%
Dec 31, 2025	PINNACLE FINANCIAL GROUP, LLC / IL	0.64%	103.23K	4.34M	17.96K	+21.07%
Dec 31, 2025	APOLLON FINANCIAL, LLC	0.67%	107.85K	4.53M	7.62K	+7.61%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.7%	113.61K	4.78M	8.43K	+8.01%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.76%	123.2K	5.18M	21.6K	+21.26%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.88%	143.12K	6.02M	69.63K	+94.76%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.12%	19.75K	830.19K	19.75K	+100.00%
Dec 31, 2025	BLUE ROCK WEALTH MANAGEMENT LLC	0.09%	14.46K	608.03K	-2.27K	-13.56%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	12.86K	541K	1.95K	+17.83%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.07%	11.82K	496.93K	11.82K	+100.00%
Dec 31, 2025	MARINER, LLC	0.43%	69.36K	2.92M	10.27K	+17.37%
Dec 31, 2025	WEALTHPLAN PARTNERS, LLC	0.13%	20.6K	866.11K	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.13%	20.99K	882.29K	20.99K	+100.00%
Dec 31, 2025	CYPRESS CAPITAL, LLC	0.14%	23.33K	980.6K	2.5K	+11.99%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	6.53%	1.06M	44.49M	150.59K	+16.59%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.83%	296.53K	12.47M	64.15K	+27.60%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.71%	276.34K	11.62M	32.4K	+13.28%
Dec 31, 2025	GOLDEN STATE EQUITY PARTNERS	0.07%	11.68K	492.37K	560	+5.04%
Dec 31, 2025		0.21%	33.91K	1.43M	33.91K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.43%	69.73K	2.93M	-2.1K	-2.93%
Dec 31, 2025	MAIA WEALTH LLC	0.48%	77.1K	3.27M	5.85K	+8.21%
Dec 31, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.48%	77.83K	3.27M	77.83K	+100.00%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.99%	160.05K	6.73M	456	+0.29%
Dec 31, 2025	HUNTLEIGH ADVISORS, INC.	0.99%	161K	6.77M	4.84K	+3.10%
Dec 31, 2025	MGO ONE SEVEN LLC	1.06%	171.35K	7.2M	171.35K	+100.00%
Dec 31, 2025	AJ ADVISORS, LLC	1.09%	176.84K	7.43M	17.07K	+10.69%
Dec 31, 2025	KELMAN-LAZAROV, INC.	0.4%	65.14K	2.74M	11.9K	+22.35%
Dec 31, 2025	RICHARDS, MERRILL & PETERSON, INC.	0.39%	63.45K	2.67M	8.6K	+15.68%
Dec 31, 2025	MSH CAPITAL ADVISORS LLC	0.35%	57.32K	2.41M	18.76K	+48.65%
Dec 31, 2025	PRIVATE WEALTH ASSET MANAGEMENT, LLC	0.33%	53.68K	2.26M	50.52K	+1,596.18%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.2%	33K	1.39M	3.68K	+12.55%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.23%	37.04K	1.56M	2.12K	+6.08%
Dec 31, 2025	FIRST CITIZENS FINANCIAL CORP	0.26%	41.4K	1.74M	5.21K	+14.41%
Dec 31, 2025	ARMOR INVESTMENT ADVISORS, LLC	0.26%	41.94K	1.76M	-4.22K	-9.13%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.16%	188.62K	7.93M	-177	-0.09%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.54%	73.49K	3.1M	23.52K	+47.06%
Sep 30, 2025	MAIA WEALTH LLC	0.52%	71.25K	3.01M	19.52K	+37.73%
Sep 30, 2025	MARINER, LLC	0.43%	59.1K	2.49M	59.1K	+100.00%
Sep 30, 2025	COIGN CAPITAL ADVISORS LLC	0.15%	20.94K	883.84K	-31.26K	-59.88%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.38%	188.8K	7.97M	-17.25K	-8.37%
Sep 30, 2025	PFG PRIVATE WEALTH MANAGEMENT, LLC	1.34%	182.66K	7.71M	182.66K	+100.00%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.77%	105.18K	4.44M	3.94K	+3.89%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	12.16%	1.66M	70.11M	-13.11K	-0.78%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	7.9%	1.08M	45.58M	78.05K	+7.79%
Sep 30, 2025	HOWARD FINANCIAL SERVICES, LTD.	4.95%	677.42K	28.59M	12.57K	+1.89%
Sep 30, 2025	ADVISORY RESOURCE GROUP	3.33%	455.18K	19.21M	245.13K	+116.71%
Sep 30, 2025	NOVEM GROUP	1.65%	224.82K	9.49M	1.7K	+0.76%
Sep 30, 2025	GENESIS PRIVATE WEALTH, LLC	1.5%	204.47K	8.63M	3.95K	+1.97%
Sep 30, 2025	TRUIST FINANCIAL CORP	1.39%	189.61K	8M	1.58K	+0.84%
Sep 30, 2025	FAS WEALTH PARTNERS, INC.	4.08%	557.93K	23.54M	54.49K	+10.82%
Sep 30, 2025	BOYUM WEALTH ARCHITECTS LLC	3.14%	428.93K	18.1M	67.91K	+18.81%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	6.64%	907.75K	38.31M	556.67K	+158.56%
Sep 30, 2025	TEAM FINANCIAL GROUP, LLC	2.22%	303.82K	12.82M	2.93K	+0.97%
Sep 30, 2025	LPL FINANCIAL LLC	0.74%	101.16K	4.27M	-23.81K	-19.05%
Sep 30, 2025	APOLLON FINANCIAL, LLC	0.73%	100.22K	4.23M	63.78K	+175.04%
Sep 30, 2025	CYPRESS CAPITAL, LLC	0.15%	20.83K	878.88K	-1.81K	-7.98%
Sep 30, 2025	WEALTHPLAN PARTNERS, LLC	0.15%	20.6K	869.4K	0	0
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.07%	9.53K	402.08K	0	0
Sep 30, 2025	ACORN WEALTH ADVISORS, LLC	0.06%	7.73K	326.12K	-241	-3.02%
Sep 30, 2025	CORA CAPITAL ADVISORS LLC	0.05%	6.33K	267K	-80	-1.25%
Sep 30, 2025	AXECAP INVESTMENTS, LLC	0.04%	5.81K	245.01K	5.81K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.04%	4.96K	209K	4.96K	+100.00%
Sep 30, 2025	PRIVATE WEALTH ASSET MANAGEMENT, LLC	0.02%	3.17K	133.56K	3.17K	+100.00%
Sep 30, 2025	CWM, LLC	0.01%	1.73K	73K	-775	-31.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	525	22.16K	-645	-55.13%
Sep 30, 2025	UBS GROUP AG	0%	518	21.86K	518	+100.00%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.26%	34.91K	1.47M	881	+2.59%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.81%	383.52K	16.19M	38.82K	+11.26%
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	1.92%	261.85K	11.05M	58.89K	+29.02%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.78%	243.94K	10.25M	40.04K	+19.63%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.7%	232.38K	9.79M	53.1K	+29.62%
Sep 30, 2025	RFG - BRISTOL WEALTH ADVISORS, LLC	1.68%	229.27K	9.68M	229.27K	+100.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.17%	159.6K	6.73M	-1.46K	-0.91%
Sep 30, 2025	HUNTLEIGH ADVISORS, INC.	1.14%	156.16K	6.59M	6.76K	+4.53%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.05%	143.46K	6.05M	717	+0.50%
Sep 30, 2025	INTEGRITY WEALTH SOLUTIONS LLC	1.34%	182.66K	7.71M	24.92K	+15.80%
Sep 30, 2025	AJ ADVISORS, LLC	1.17%	159.77K	6.74M	1.8K	+1.14%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.74%	101.6K	4.29M	14.2K	+16.25%
Sep 30, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.64%	87.05K	3.67M	15.47K	+21.60%
Sep 30, 2025	PINNACLE FINANCIAL GROUP, LLC / IL	0.62%	85.26K	3.6M	34.96K	+69.48%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.53%	71.83K	3.03M	-4.9K	-6.39%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.51%	70.11K	2.96M	-44.1K	-38.61%
Sep 30, 2025	RICHARDS, MERRILL & PETERSON, INC.	0.4%	54.85K	2.31M	3.85K	+7.56%
Sep 30, 2025	KELMAN-LAZAROV, INC.	0.39%	53.24K	2.25M	13.3K	+33.28%
Sep 30, 2025	SILVEROAK WEALTH MANAGEMENT LLC	0.34%	47.1K	1.99M	2.32K	+5.17%
Sep 30, 2025	ARMOR INVESTMENT ADVISORS, LLC	0.34%	46.15K	1.95M	-121.77K	-72.52%
Sep 30, 2025	MSH CAPITAL ADVISORS LLC	0.28%	38.56K	1.63M	1.01K	+2.68%
Sep 30, 2025	FIRST CITIZENS FINANCIAL CORP	0.26%	36.18K	1.53M	7.27K	+25.14%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.23%	30.86K	1.3M	30.86K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	29.32K	1.24M	29.32K	+100.00%
Sep 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0.19%	25.58K	1.08M	822	+3.32%
Sep 30, 2025	JANE STREET GROUP, LLC	0.14%	19.42K	819.61K	-3.49K	-15.21%
Sep 30, 2025	BLUE ROCK WEALTH MANAGEMENT LLC	0.12%	16.73K	706.05K	80	+0.48%
Sep 30, 2025	GOLDEN STATE EQUITY PARTNERS	0.08%	11.12K	469.11K	317	+2.93%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	10.92K	461K	-446	-3.93%
Jun 30, 2025	GENESIS PRIVATE WEALTH, LLC	1.71%	200.52K	8.39M	2.09K	+1.05%
Jun 30, 2025	NOVEM GROUP	1.9%	223.12K	9.33M	-6.21K	-2.71%
Jun 30, 2025	BOYUM WEALTH ARCHITECTS LLC	3.07%	361.03K	15.1B	-3.74K	-1.03%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.99%	351.08K	14.69M	202.61K	+136.47%
Jun 30, 2025	FAS WEALTH PARTNERS, INC.	4.29%	503.44K	21.06M	29.03K	+6.12%
Jun 30, 2025	HOWARD FINANCIAL SERVICES, LTD.	5.66%	664.85K	27.81M	-4.38K	-0.65%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	8.53%	1M	41.92M	165.8K	+19.83%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	14.26%	1.67M	70.05M	283.13K	+20.35%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.08%	9.53K	398.56K	0	0
Jun 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.09%	10.79K	451.26K	0	0
Jun 30, 2025	GOLDEN STATE EQUITY PARTNERS	0.09%	10.8K	451.94K	115	+1.08%
Jun 30, 2025	JANE STREET GROUP, LLC	0.2%	22.91K	958.2K	-16.48K	-41.85%
Jun 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0.21%	24.76K	1.03M	5.61K	+29.31%
Jun 30, 2025	BLUE ROCK WEALTH MANAGEMENT LLC	0.14%	16.65K	696.51K	9.11K	+120.92%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.25%	28.91K	1.21M	-4.42K	-13.27%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.65%	76.73K	3.21M	-5.9K	-7.14%
Jun 30, 2025	LPL FINANCIAL LLC	1.06%	124.97K	5.23M	124.97K	+100.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.22%	142.75K	5.97M	-5.09K	-3.44%
Jun 30, 2025	INTEGRITY WEALTH SOLUTIONS LLC	1.34%	157.74K	6.6M	4.3K	+2.80%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.37%	161.06K	6.68M	161.06K	+100.00%
Jun 30, 2025	ARMOR INVESTMENT ADVISORS, LLC	1.43%	167.93K	7.02M	1.29K	+0.77%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	1.53%	179.28K	7.47M	60.11K	+50.44%
Jun 30, 2025		0.06%	7.5K	313.89K	7.5K	+100.00%
Jun 30, 2025	AJ ADVISORS, LLC	1.35%	157.97K	6.61M	8.45K	+5.65%
Jun 30, 2025	TRUIST FINANCIAL CORP	1.6%	188.03K	7.77M	188.03K	+100.00%
Jun 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	1.73%	202.95K	8.49M	22.45K	+12.44%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.75%	206.05K	8.62M	3.01K	+1.48%
Jun 30, 2025	ADVISORY RESOURCE GROUP	1.79%	210.04K	8.79M	12.86K	+6.52%
Jun 30, 2025	FIRST CITIZENS FINANCIAL CORP	0.25%	28.91K	1.21M	364	+1.28%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.25%	29K	1.21M	325	+1.13%
Jun 30, 2025	RICHARDS, MERRILL & PETERSON, INC.	0.43%	50.99K	2.13M	13.42K	+35.71%
Jun 30, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.61%	71.58K	2.99M	2.9K	+4.22%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.74%	203.91K	8.53M	-26.28K	-11.42%
Jun 30, 2025	TEAM FINANCIAL GROUP, LLC	2.56%	300.89K	12.59M	29.1K	+10.70%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.93%	344.71K	14.42M	19.66K	+6.05%
Jun 30, 2025	ACORN WEALTH ADVISORS, LLC	0.07%	7.97K	333.34K	-680	-7.86%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.1%	11.36K	475K	1.38K	+13.82%
Jun 30, 2025	WEALTHPLAN PARTNERS, LLC	0.18%	20.6K	861.78K	0	0
Jun 30, 2025	CYPRESS CAPITAL, LLC	0.19%	22.63K	946.77K	3.14K	+16.11%
Jun 30, 2025	APOLLON FINANCIAL, LLC	0.31%	36.44K	1.52M	3.39K	+10.24%
Jun 30, 2025	KELMAN-LAZAROV, INC.	0.34%	39.95K	1.67M	15.07K	+60.57%
Jun 30, 2025	SILVEROAK WEALTH MANAGEMENT LLC	0.38%	44.79K	1.87M	1K	+2.29%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.43%	49.97K	2.09M	5.32K	+11.90%
Jun 30, 2025	PINNACLE FINANCIAL GROUP, LLC / IL	0.43%	50.31K	2.1M	9.21K	+22.40%
Jun 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.74%	87.4K	3.66M	-36.85K	-29.66%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.86%	101.24K	4.23M	1.23K	+1.23%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.97%	114.21K	4.78M	-1.24K	-1.07%
Jun 30, 2025	MAIA WEALTH LLC	0.44%	51.73K	2.16M	10.84K	+26.50%
Jun 30, 2025	SUMMIT WEALTH GROUP LLC / CO	0.06%	7.5K	313.89K	7.5K	+100.00%
Jun 30, 2025	MSH CAPITAL ADVISORS LLC	0.32%	37.55K	1.57M	-291	-0.77%
Jun 30, 2025	COIGN CAPITAL ADVISORS LLC	0.44%	52.2K	2.18M	-26.1K	-33.33%
Jun 30, 2025	HUNTLEIGH ADVISORS, INC.	1.27%	149.39K	6.25M	-84	-0.06%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.31%	33.33K	1.39M	27.5K	+471.81%
Mar 31, 2025	ACORN WEALTH ADVISORS, LLC	0.08%	8.65K	361.01K	256	+3.05%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.09%	9.98K	417K	-5.43K	-35.21%
Mar 31, 2025	GOLDEN STATE EQUITY PARTNERS	0.1%	10.69K	446.15K	846	+8.59%
Mar 31, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0.18%	19.15K	786.6K	-1.56K	-7.55%
Mar 31, 2025	WEALTHPLAN PARTNERS, LLC	0.19%	20.6K	859.92K	20.6K	+100.00%
Mar 31, 2025	KELMAN-LAZAROV, INC.	0.23%	24.88K	1.04M	5.83K	+30.62%
Mar 31, 2025	FIRST CITIZENS FINANCIAL CORP	0.26%	28.55K	1.19M	-2.21K	-7.20%
Mar 31, 2025	CITADEL ADVISORS LLC	0.3%	32.65K	1.36M	966	+3.05%
Mar 31, 2025	APOLLON FINANCIAL, LLC	0.31%	33.05K	1.38M	997	+3.11%
Mar 31, 2025	RICHARDS, MERRILL & PETERSON, INC.	0.35%	37.58K	1.57M	16.79K	+80.78%
Mar 31, 2025	MAIA WEALTH LLC	0.38%	40.89K	1.67M	4.75K	+13.13%
Mar 31, 2025	PINNACLE FINANCIAL GROUP, LLC / IL	0.38%	41.1K	1.72M	19.1K	+86.79%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.38%	41.6K	1.74M	141	+0.34%
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.92%	100.02K	4.16M	-4.31K	-4.13%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.37%	148.47K	6.2M	56.95K	+62.23%
Mar 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	1.67%	180.51K	7.53M	173.73K	+2,563.12%
Mar 31, 2025		0.35%	37.84K	1.58M	-9.39K	-19.88%
Mar 31, 2025	JANE STREET GROUP, LLC	0.36%	39.39K	1.64M	12.32K	+45.49%
Mar 31, 2025	ABLE FINANCIAL GROUP, LLC	0.08%	8.91K	371.94K	-378	-4.07%
Mar 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	1.15%	124.25K	5.19M	47.45K	+61.78%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.09%	9.53K	397.7K	0	0
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	1.07%	115.45K	4.82M	39.17K	+51.34%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	1.1%	119.17K	4.96M	53.83K	+82.39%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.01%	325.05K	13.57M	263.62K	+429.12%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	7.73%	836.3K	34.91M	479.08K	+134.11%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	12.86%	1.39M	58.08M	406.96K	+41.34%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.41%	44.65K	1.86M	5.92K	+15.29%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.81%	87.08K	3.63M	373	+0.43%
Mar 31, 2025	FAS WEALTH PARTNERS, INC.	4.39%	474.41K	19.8M	33.53K	+7.60%
Mar 31, 2025	SILVEROAK WEALTH MANAGEMENT LLC	0.4%	43.79K	1.83M	8.38K	+23.68%
Mar 31, 2025	HOWARD FINANCIAL SERVICES, LTD.	6.19%	669.23K	27.93M	-42.17K	-5.93%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.37%	147.83K	6.17M	7.52K	+5.36%
Mar 31, 2025	CYPRESS CAPITAL, LLC	0.18%	19.49K	813.66K	-5.23K	-21.15%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.27%	28.68K	1.2M	324	+1.14%
Mar 31, 2025	ARMOR INVESTMENT ADVISORS, LLC	1.54%	166.64K	6.96M	6.42K	+4.01%
Mar 31, 2025	ADVISORY RESOURCE GROUP	1.82%	197.18K	8.23M	12.77K	+6.93%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.88%	203.04K	8.47M	-437.55K	-68.30%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.13%	230.18K	9.61M	4.92K	+2.19%
Mar 31, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0.1%	10.79K	450.29K	0	0
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.76%	82.63K	3.45M	-1.32K	-1.57%
Mar 31, 2025	AJ ADVISORS, LLC	1.38%	149.52K	6.24M	6.76K	+4.74%
Mar 31, 2025	TEAM FINANCIAL GROUP, LLC	2.51%	271.79K	11.34M	9.91K	+3.78%
Mar 31, 2025	PROSPERITY FINANCIAL GROUP, INC.	0.63%	68.68K	2.87M	68.68K	+100.00%
Mar 31, 2025	INTEGRITY WEALTH SOLUTIONS LLC	1.42%	153.44K	6.4M	9.34K	+6.48%

Frequently Asked Questions