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

Who are the major shareholders selling Invesco New York AMT-Free Municipal Bond ETF stock?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC., in the last quarter, reduced its stake in PZT by -1.36% restricting it's holding to 19.11 thousand shares of worth nearly $435.00K. EP WEALTH ADVISORS, LLC also lessened -55.73% of the PZT shares from its portfolio, reducing its holding to 31.33 thousand shares of worth $712.28K. COMMONWEALTH EQUITY SERVICES, LLC also shunned PZT shares holding by -31.09% last quarter which brought its holding to 36.19 thousand shares worth $822.84K.

Investors who are buying PZT stock?

As per its latest 13F filing, ADVISOR GROUP HOLDINGS, INC. increased its stake in PZT by 745.58% in the last quarter. The institutional holder raised its holding to 27.63 thousand shares having worth more than $628.03K. JPMORGAN CHASE & CO also added 354.79% more shares of PZT to its portfolio, raising its holding to 39.79 thousand shares of worth $902.93K. SAX WEALTH ADVISORS, LLC also increased its PZT shares holding by 3.73% which brought its holding to 43.23 thousand shares worth $954.12K.

PZT's major insiders: who are they?

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

Did an insider recently sell PZT stock?

Company executives, directors, and other insiders own N/A percent of Invesco New York AMT-Free Municipal Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which PZT insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased PZT stock?

There have been 0 transaction(s) during the past 6-months in which Invesco New York AMT-Free Municipal Bond ETF insiders have bought stock, totalling 0 shares

How much of PZT does insiders own?

Around 0 Invesco New York AMT-Free Municipal Bond ETF shares are held by insiders, which represents about N/A of PZT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in PZT?

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the largest institutional owner in PZT which holds 19.11 thousand shares worth $435.00K or 0.3% of the total PZT shares outstanding followed by ADVISOR GROUP HOLDINGS, INC. with ownership of 27.63 thousand shares representing 0.44% of the PZT ownership. EP WEALTH ADVISORS, LLC is the third largest stakeholder with 31.33 thousand shares or 0.49% of the ownership worth more than $712.28K.

Is Invesco New York AMT-Free Municipal 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 PZT is concerned, it is a stock which is not optionable.

Is there a short position on PZT's shares?

Number of PZT 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 PZT shares are there?

As of today, null shares of PZT are outstanding.

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

PZT 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 PZT is null.

Invesco New York AMT-Free Municipal Bond ETF (PZT) 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. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. is the top corporate investor, holding 19.11K shares valued at $435.00K. A 0.3% stake in Invesco New York AMT-Free Municipal Bond ETF is owned by the company. ADVISOR GROUP HOLDINGS, INC. owns 27.63K shares valued at $628.03K, which translates its holding of 0.44% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	19.11K	435K	-263	-1.36%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.44%	27.63K	628.03K	24.36K	+745.58%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.49%	31.33K	712.28K	-39.44K	-55.73%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.57%	36.19K	822.84K	-16.33K	-31.09%
Jun 30, 2026	JPMORGAN CHASE & CO	0.63%	39.79K	902.93K	31.04K	+354.79%
Jun 30, 2026	SAX WEALTH ADVISORS, LLC	0.68%	43.23K	954.12K	1.56K	+3.73%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	0.73%	46.09K	1.05M	3.59K	+8.44%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.77%	49.05K	1.12M	1.83K	+3.87%
Jun 30, 2026	JANE STREET GROUP, LLC	0.8%	50.85K	1.16M	-34.71K	-40.56%
Jun 30, 2026	TORTOISE INVESTMENT MANAGEMENT, LLC	1.11%	70.55K	1.6M	7.96K	+12.71%
Jun 30, 2026	NOTE ADVISORS, LLC	1.29%	81.45K	1.85M	8.25K	+11.27%
Jun 30, 2026	MIRACLE MILE ADVISORS, LLC	1.79%	113.35K	2.58M	8.46K	+8.07%
Jun 30, 2026	LPL FINANCIAL LLC	2.87%	181.47K	4.13M	11.29K	+6.63%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	2.84%	179.55K	4.08M	-62.3K	-25.76%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	2.53%	160.23K	3.64M	-734	-0.46%
Jun 30, 2026	AMERICAN FINANCIAL & TAX STRATEGIES INC	1.21%	76.67K	1.74M	0	0
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.79%	49.98K	1.14M	451	+0.91%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.53%	223.35K	5.08M	50.49K	+29.21%
Jun 30, 2026	MORGAN STANLEY	4.21%	266.66K	6.06M	76.13K	+39.96%
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	5.59%	353.65K	8.04M	38.97K	+12.38%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.39%	24.73K	562.23K	24.73K	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	12.34K	280.55K	12.34K	+100.00%
Jun 30, 2026	MCDONALD PARTNERS LLC	0.2%	12.34K	280.59K	0	0
Jun 30, 2026	PFG INVESTMENTS, LLC	0.18%	11.54K	262.28K	11.54K	+100.00%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.58%	36.99K	817.7K	22.85K	+161.59%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.59%	37.5K	852.58K	1.74K	+4.87%
Jun 30, 2026	CASCADE FINANCIAL PARTNERS, LLC	0.2%	12.58K	285.96K	2.27K	+21.97%
Jun 30, 2026	LAYLINE ADVISORS, LLC	0.35%	21.94K	498.82K	166	+0.76%
Jun 30, 2026	ROOT FINANCIAL PARTNERS, LLC	0%	0	-	-2.06K	-100.00%
Jun 30, 2026	BELPOINTE ASSET MANAGEMENT LLC	0%	0	-	-10.67K	-100.00%
Jun 30, 2026	OLD MISSION CAPITAL LLC	0%	0	-	-23.32K	-100.00%
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0%	0	-	-29.08K	-100.00%
Jun 30, 2026	CITIGROUP INC	0%	0	-	-9K	-100.00%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0%	0	-	-10.91K	-100.00%
Jun 30, 2026	GAMMA INVESTING LLC	0.02%	1.2K	27.35K	124	+11.49%
Jun 30, 2026	ASSETMARK, INC	0.02%	1.23K	28.01K	1.23K	+100.00%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.04%	2.22K	50.17K	34	+1.56%
Jun 30, 2026	GODFREY FINANCIAL ASSOCIATES, INC.	0.14%	8.55K	194.31K	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	0.14%	8.84K	201K	2.84K	+47.30%
Jun 30, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.14%	8.9K	202.34K	8.9K	+100.00%
Jun 30, 2026	VALICENTI ADVISORY SERVICES INC	0.15%	9.28K	211K	0	0
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.15%	9.66K	219.63K	560	+6.15%
Jun 30, 2026	UBS GROUP AG	0.16%	10.3K	234.17K	-23.98K	-69.95%
Jun 30, 2026	BANK OF NEW YORK MELLON CORP	0.16%	10.37K	235.82K	14	+0.14%
Jun 30, 2026	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.2%	12.81K	291.31K	4.89K	+61.76%
Jun 30, 2026	MUSTICO FINANCIAL GROUP, INC.	0.21%	13.37K	295.59K	2.21K	+19.82%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.21%	13.58K	308.67K	6.87K	+102.37%
Jun 30, 2026	WEALTHFRONT ADVISERS LLC	0.22%	14.07K	319.94K	-607	-4.13%
Jun 30, 2026	ELEQUIN SECURITIES, LLC	0.25%	15.77K	358.46K	15.77K	+100.00%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.28%	18.04K	410.03K	341	+1.93%
Mar 31, 2026	MCDONALD PARTNERS LLC	0.2%	12.34K	272.39K	-8.71K	-41.37%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0%	0	-	-9.9K	-100.00%
Mar 31, 2026	GAMMA INVESTING LLC	0.02%	1.08K	23.81K	0	0
Mar 31, 2026	ROOT FINANCIAL PARTNERS, LLC	0.03%	2.06K	45.35K	225	+12.30%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.16%	10.36K	228.62K	678	+7.00%
Mar 31, 2026	BELPOINTE ASSET MANAGEMENT LLC	0.17%	10.67K	235.41K	97	+0.92%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.17%	10.91K	240.74K	-1.9K	-14.83%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.28%	17.69K	390.51K	4.59K	+35.06%
Mar 31, 2026	MORGAN STANLEY	3.01%	190.53K	4.21M	28.41K	+17.52%
Mar 31, 2026	CASCADE FINANCIAL PARTNERS, LLC	0.16%	10.31K	227.59K	0	0
Mar 31, 2026	MUSTICO FINANCIAL GROUP, INC.	0.18%	11.16K	250.39K	1.78K	+18.93%
Mar 31, 2026	TORTOISE INVESTMENT MANAGEMENT, LLC	0.99%	62.59K	1.38M	9K	+16.79%
Mar 31, 2026	NOTE ADVISORS, LLC	1.16%	73.2K	1.62M	4.48K	+6.53%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	2.54%	160.96K	3.55M	-3.09K	-1.89%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.03%	2.19K	48.05K	685	+45.67%
Mar 31, 2026	CWM, LLC	0.04%	2.7K	59.59K	2.7K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.05%	3.27K	72.12K	-21.77K	-86.95%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	0.23%	14.68K	323.99K	-3.68K	-20.04%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	19.38K	428K	802	+4.32%
Mar 31, 2026	ROYAL BANK OF CANADA	0.09%	6K	132K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.11%	6.71K	148.08K	-1.62K	-19.44%
Mar 31, 2026	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0.13%	7.92K	174.82K	7.92K	+100.00%
Mar 31, 2026	HRT FINANCIAL LP	0%	0	-	-11.27K	-100.00%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0%	0	-	-55.08K	-100.00%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0%	0	-	-20.95K	-100.00%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.22%	14.14K	317.27K	-56	-0.39%
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.37%	23.32K	514.67K	13.12K	+128.52%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.46%	29.08K	641.69K	29.08K	+100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.57%	35.76K	789.18K	-525	-1.45%
Mar 31, 2026	SAX WEALTH ADVISORS, LLC	0.66%	41.68K	929.95K	0	0
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.67%	42.5K	938.08K	11.5K	+37.09%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.75%	47.22K	1.04M	-252	-0.53%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.78%	49.53K	1.09M	1.95K	+4.10%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.83%	52.52K	1.16M	10.56K	+25.16%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	1.12%	70.77K	1.56M	70.77K	+100.00%
Mar 31, 2026	AMERICAN FINANCIAL & TAX STRATEGIES INC	1.21%	76.67K	1.69M	-99	-0.13%
Mar 31, 2026	FLYNN ZITO CAPITAL MANAGEMENT, LLC	0%	0	-	-145.02K	-100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	1.35%	85.56K	1.89M	-35.43K	-29.29%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	1.66%	104.88K	2.31M	-29.58K	-22.00%
Mar 31, 2026	LPL FINANCIAL LLC	2.69%	170.18K	3.76M	9.52K	+5.92%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	3.82%	241.84K	5.34M	-86.81K	-26.41%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	4.97%	314.69K	6.95M	37.54K	+13.55%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-238	-100.00%
Mar 31, 2026	GODFREY FINANCIAL ASSOCIATES, INC.	0.14%	8.55K	188.63K	0	0
Mar 31, 2026	LAYLINE ADVISORS, LLC	0.34%	21.78K	480.57K	21.78K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-51.35K	-100.00%
Mar 31, 2026	MARINER, LLC	0%	0	-	-10.2K	-100.00%
Mar 31, 2026		0.14%	8.55K	188.63K	0	0
Mar 31, 2026	JPMORGAN CHASE & CO	0.14%	8.75K	192.24K	-111	-1.25%
Mar 31, 2026	CITIGROUP INC	0.14%	9K	198.63K	-7.5K	-45.45%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.14%	9.1K	200.85K	9.1K	+100.00%
Mar 31, 2026	VALICENTI ADVISORY SERVICES INC	0.15%	9.28K	205K	61	+0.66%
Mar 31, 2026	UBS GROUP AG	0.54%	34.28K	756.45K	94	+0.28%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.73%	172.86K	3.82M	7.14K	+4.31%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.83%	165.72K	3.7M	-23.3K	-12.33%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.17%	9.68K	216.03K	-1	-0.01%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	2.81%	164.06K	3.66M	26.16K	+18.97%
Dec 31, 2025	SAX WEALTH ADVISORS, LLC	0.69%	41.68K	929.95K	7.97K	+23.65%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.72%	41.96K	936.31K	-36	-0.09%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.81%	47.47K	1.06M	13.16K	+38.37%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.35%	20.95K	467.46K	20.95K	+100.00%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.52%	31K	691.82K	6.36K	+25.80%
Dec 31, 2025	CITIGROUP INC	0.28%	16.5K	368.18K	2.15K	+14.94%
Dec 31, 2025	PFG INVESTMENTS, LLC	0%	0	-	-11.79K	-100.00%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-1.2K	-100.00%
Dec 31, 2025	NDWM LLC	0%	0	-	-20.16K	-100.00%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.03%	1.5K	33.47K	-394	-20.80%
Dec 31, 2025	VALICENTI ADVISORY SERVICES INC	0.15%	9.22K	206K	9.22K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.31%	18.57K	414K	826	+4.65%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.43%	25.03K	558.59K	2.74K	+12.30%
Dec 31, 2025	UBS GROUP AG	0.58%	34.18K	762.72K	1.97K	+6.13%
Dec 31, 2025	PASSUMPSIC SAVINGS BANK	0.59%	34.4K	767.65K	34.4K	+100.00%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.94%	55.08K	1.23M	30.53K	+124.32%
Dec 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.89%	53.59K	1.2M	3.5K	+6.99%
Dec 31, 2025	AMERICAN FINANCIAL & TAX STRATEGIES INC	1.28%	76.77K	1.71M	-4.44K	-5.46%
Dec 31, 2025	JANE STREET GROUP, LLC	2.02%	120.99K	2.7M	70.91K	+141.61%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	2.24%	134.46K	3M	7.44K	+5.85%
Dec 31, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	2.42%	145.02K	3.24M	-28.9K	-16.62%
Dec 31, 2025	LPL FINANCIAL LLC	2.74%	160.66K	3.58M	26.62K	+19.86%
Dec 31, 2025	MORGAN STANLEY	2.77%	162.12K	3.62M	-4.49K	-2.69%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	4.62%	277.14K	6.18M	39.53K	+16.64%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	5.48%	328.65K	7.33M	-290.68K	-46.93%
Dec 31, 2025	MCDONALD PARTNERS LLC	0.35%	21.05K	469.71K	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.81%	47.58K	1.06M	-168	-0.35%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.88%	51.35K	1.15M	29.81K	+138.45%
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-12.65K	-100.00%
Dec 31, 2025	BROWN BROTHERS HARRIMAN & CO	0%	0	-	-338	-100.00%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	238	5.31K	238	+100.00%
Dec 31, 2025	ROOT FINANCIAL PARTNERS, LLC	0.03%	1.83K	40.84K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.1%	6K	134K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.14%	8.33K	185.83K	-1.93K	-18.81%
Dec 31, 2025		0.15%	8.55K	190.72K	8.55K	+100.00%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.17%	9.9K	220.91K	0	0
Dec 31, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.17%	10.31K	230.1K	0	0
Dec 31, 2025	MARINER, LLC	0.17%	10.2K	227.58K	0	0
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.17%	10.21K	227.71K	984	+10.67%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.18%	10.57K	235.84K	65	+0.62%
Dec 31, 2025	HRT FINANCIAL LP	0.19%	11.27K	251K	11.27K	+100.00%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.62%	36.28K	809.61K	2.86K	+8.55%
Dec 31, 2025	NOTE ADVISORS, LLC	1.18%	68.71K	1.52M	8.57K	+14.26%
Dec 31, 2025	GAMMA INVESTING LLC	0.02%	1.08K	24.08K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.15%	8.86K	197.73K	884	+11.08%
Dec 31, 2025	MUSTICO FINANCIAL GROUP, INC.	0.16%	9.38K	210.63K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	12.81K	285.8K	-7.49K	-36.91%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.22%	13.1K	292.34K	110	+0.85%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.24%	14.2K	316.74K	-496	-3.38%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	0.31%	18.36K	409.69K	-309	-1.66%
Sep 30, 2025	CITIGROUP INC	0.24%	14.36K	319.27K	0	0
Sep 30, 2025	MUSTICO FINANCIAL GROUP, INC.	0.15%	9.38K	208.94K	9.38K	+100.00%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0%	0	-	-16.67K	-100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.13%	7.98K	177.42K	-3.78K	-32.12%
Sep 30, 2025	ELEQUIN SECURITIES, LLC	0%	0	-	-5.2K	-100.00%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.15%	9.22K	205.08K	9.22K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.82%	50.08K	1.11M	6.38K	+14.59%
Sep 30, 2025	AMERICAN FINANCIAL & TAX STRATEGIES INC	1.33%	81.21K	1.81M	-29.75K	-26.81%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.55%	33.42K	743.38K	3.55K	+11.89%
Sep 30, 2025	MORGAN STANLEY	2.73%	166.61K	3.71M	16.67K	+11.12%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.69%	42K	934K	6.16K	+17.18%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.4%	24.56K	546K	24.56K	+100.00%
Sep 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	0.82%	50.09K	1.11M	-14K	-21.84%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.78%	47.75K	1.06M	11K	+29.93%
Sep 30, 2025	UBS GROUP AG	0.53%	32.21K	716.32K	882	+2.82%
Sep 30, 2025	NOTE ADVISORS, LLC	0.99%	60.14K	1.34M	-833	-1.37%
Sep 30, 2025	WEALTHFRONT ADVISERS LLC	0.31%	18.67K	415.22K	6.34K	+51.37%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	17.75K	395K	17.75K	+100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.24%	14.69K	326.74K	-1.52K	-9.39%
Sep 30, 2025	NDWM LLC	0.33%	20.16K	448.4K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.56%	34.31K	763.05K	3.64K	+11.86%
Sep 30, 2025	SAX WEALTH ADVISORS, LLC	0.55%	33.7K	749.62K	-2.41K	-6.67%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.4%	24.65K	548.13K	7.63K	+44.81%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.37%	22.29K	495.47K	-8.79K	-28.28%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.35%	21.53K	478.92K	-3.41K	-13.69%
Sep 30, 2025	MCDONALD PARTNERS LLC	0.35%	21.05K	468.17K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.33%	20.3K	451.49K	100	+0.49%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.21%	12.99K	288.94K	-8.6K	-39.83%
Sep 30, 2025	CITADEL ADVISORS LLC	0.21%	12.65K	281.26K	12.65K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	10.16%	619.33K	13.77M	-40.87K	-6.19%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	3.9%	237.61K	5.28M	3.47K	+1.48%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.1%	189.02K	4.2M	18.6K	+10.91%
Sep 30, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	2.85%	173.92K	3.87M	-28.84K	-14.22%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	2.26%	137.9K	3.07M	137.9K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	2.2%	134.04K	2.98M	40.72K	+43.63%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	2.08%	127.03K	2.83M	-215.77K	-62.94%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.19%	11.79K	262.11K	1.74K	+17.35%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.17%	10.5K	233.62K	0	0
Sep 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.17%	10.31K	229.35K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.17%	10.26K	228.15K	-891	-7.99%
Sep 30, 2025	MARINER, LLC	0.17%	10.2K	226.84K	-1.22K	-10.72%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.16%	9.9K	220.19K	9.9K	+100.00%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.16%	9.68K	215.34K	332	+3.55%
Sep 30, 2025	ROYAL BANK OF CANADA	0.1%	6K	133K	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.03%	1.89K	41.93K	0	0
Sep 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0.03%	1.83K	40.7K	1.83K	+100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.02%	1.2K	26.58K	-5	-0.42%
Sep 30, 2025	GAMMA INVESTING LLC	0.02%	1.08K	24K	0	0
Sep 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.01%	338	7.52K	0	0
Sep 30, 2025	FMR LLC	0%	0	-	-4	-100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	10.81%	660.21K	14.29M	4.78K	+0.73%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.79%	170.42K	3.69M	3.11K	+1.86%
Jun 30, 2025	MORGAN STANLEY	2.46%	149.94K	3.24B	-58.99K	-28.24%
Jun 30, 2025	WEALTHFRONT ADVISERS LLC	0.2%	12.33K	266.89K	12.33K	+100.00%
Jun 30, 2025	FMR LLC	0%	4	87	3	+300.00%
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.01%	338	7.31K	0	0
Jun 30, 2025	GAMMA INVESTING LLC	0.02%	1.08K	23.35K	516	+91.65%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.02%	1.2K	25.97K	1.2K	+100.00%
Jun 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.17%	10.31K	223.15K	0	0
Jun 30, 2025	CITIGROUP INC	0.24%	14.36K	310.64K	4.9K	+51.82%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.27%	16.21K	336.37K	330	+2.08%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.27%	16.67K	360.81K	-4.18K	-20.04%
Jun 30, 2025	JANE STREET GROUP, LLC	0.72%	43.7K	945.73K	-4.44K	-9.22%
Jun 30, 2025	NOTE ADVISORS, LLC	1%	60.97K	1.32M	1.1K	+1.84%
Jun 30, 2025	LPL FINANCIAL LLC	1.53%	93.33K	2.02M	-5.09K	-5.17%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.18%	11.15K	241.28K	3.84K	+52.52%
Jun 30, 2025	MARINER, LLC	0.19%	11.42K	247.19K	-2.21K	-16.24%
Jun 30, 2025	JPMORGAN CHASE & CO	0.19%	11.75K	254.31K	3.49K	+42.28%
Jun 30, 2025	MCDONALD PARTNERS LLC	0.34%	21.05K	455.52K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.41%	24.95K	539.85K	24.95K	+100.00%
Jun 30, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	1.05%	64.09K	1.39M	-12K	-15.77%
Jun 30, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	3.32%	202.76K	4.39M	-2.47K	-1.20%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.49%	29.87K	646K	-580	-1.90%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.5%	30.67K	663.69K	59	+0.19%
Jun 30, 2025	UBS GROUP AG	0.51%	31.33K	677.87K	29.11K	+1,311.67%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.51%	31.08K	672.61K	84	+0.27%
Jun 30, 2025	SAX WEALTH ADVISORS, LLC	0.59%	36.11K	781.5K	36.11K	+100.00%
Jun 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0%	0	-	-407	-100.00%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.28%	17.02K	368.29K	-20.17K	-54.24%
Jun 30, 2025	NDWM LLC	0.33%	20.16K	436.28K	-9.23K	-31.40%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.33%	20.2K	437.13K	-513	-2.48%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.59%	35.84K	776K	-19.43K	-35.16%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.35%	21.59K	467.24K	-15.99K	-42.54%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.6%	36.75K	795.3K	17.24K	+88.34%
Jun 30, 2025		1%	60.97K	1.32M	1.1K	+1.84%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	1.16%	70.77K	1.53M	-5.6K	-7.33%
Jun 30, 2025	AMERICAN FINANCIAL & TAX STRATEGIES INC	1.82%	110.96K	2.4M	-4.98K	-4.29%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	3.83%	234.14K	5.07M	22.9K	+10.84%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.17%	10.5K	227.31K	0	0
Jun 30, 2025	PFG INVESTMENTS, LLC	0.16%	10.04K	217.33K	10.04K	+100.00%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	5.61%	342.79K	7.42M	9.61K	+2.88%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.15%	9.35K	202.33K	-439	-4.48%
Jun 30, 2025	ROYAL BANK OF CANADA	0.1%	6K	130K	2K	+50.00%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.09%	5.2K	112.55K	-81.56K	-94.01%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.03%	1.89K	40.81K	0	0
Mar 31, 2025	FMR LLC	0%	1	22	1	+100.00%
Mar 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0%	0	-	-8.9K	-100.00%
Mar 31, 2025	ASSETMARK, INC	0%	0	-	-45	-100.00%
Mar 31, 2025	BROWN BROTHERS HARRIMAN & CO	0.01%	338	7.47K	0	0
Mar 31, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.01%	407	9.24K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.12%	7.31K	161.56K	0	0
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.33%	20.85K	460.83K	92	+0.44%
Mar 31, 2025	LPL FINANCIAL LLC	1.57%	98.41K	2.17M	-19.64K	-16.63%
Mar 31, 2025	MORGAN STANLEY	3.34%	208.94K	4.62M	-10.29K	-4.69%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	3.38%	211.23K	4.67M	60.97K	+40.58%
Mar 31, 2025	CITIGROUP INC	0.15%	9.46K	208.96K	-5.98K	-38.73%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.16%	9.79K	216.33K	-1	-0.01%
Mar 31, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.16%	10.31K	227.9K	0	0
Mar 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.17%	10.5K	232.14K	10.5K	+100.00%
Mar 31, 2025	MARINER, LLC	0.22%	13.64K	301.38K	5	+0.04%
Mar 31, 2025	JPMORGAN CHASE & CO	0.13%	8.26K	182.55K	-2.68K	-24.52%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.31%	19.51K	431.25K	16	+0.08%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.33%	20.71K	457.76K	-987	-4.55%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.6%	37.58K	830.47K	6.67K	+21.57%
Mar 31, 2025	JANE STREET GROUP, LLC	0.77%	48.14K	1.06M	-7.18K	-12.98%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.88%	55.27K	1.22M	12.9K	+30.44%
Mar 31, 2025		0.96%	59.87K	1.32M	-3.99K	-6.25%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	1.22%	76.37K	1.69M	-16.13K	-17.44%
Mar 31, 2025	TORTOISE INVESTMENT MANAGEMENT, LLC	1.22%	76.09K	1.68M	-3.25K	-4.09%
Mar 31, 2025	MIRACLE MILE ADVISORS, LLC	5.33%	333.19K	7.36M	3.27K	+0.99%
Mar 31, 2025	ABLE WEALTH MANAGEMENT LLC	0%	0	-	-10.93K	-100.00%
Mar 31, 2025	GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT	0%	0	-	-4.99K	-100.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.03%	1.89K	42.09K	1.89K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.04%	2.22K	49.04K	49	+2.26%
Mar 31, 2025	ROYAL BANK OF CANADA	0.06%	4K	88K	0	0
Mar 31, 2025	NDWM LLC	0.47%	29.39K	649.52K	0	0
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.49%	30.45K	673K	-103	-0.34%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.59%	37.19K	821.9K	10.01K	+36.83%
Mar 31, 2025	MCDONALD PARTNERS LLC	0.34%	21.05K	465.21K	-200	-0.94%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.49%	30.61K	676.51K	290	+0.96%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.5%	31K	685.05K	9.01K	+41.00%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.25%	15.88K	346.78K	-3.36K	-17.45%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	10.48%	655.43K	14.48M	37.95K	+6.15%
Mar 31, 2025	GAMMA INVESTING LLC	0.01%	563	12.44K	-104	-15.59%
Mar 31, 2025	ELEQUIN SECURITIES, LLC	1.39%	86.76K	1.92M	86.76K	+100.00%
Mar 31, 2025	AMERICAN FINANCIAL & TAX STRATEGIES INC	1.85%	115.93K	2.56M	-8.12K	-6.54%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.68%	167.31K	3.7M	12.72K	+8.23%
Mar 31, 2025	FLYNN ZITO CAPITAL MANAGEMENT, LLC	3.28%	205.22K	4.54M	28.08K	+15.85%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.27%	12.82K	295.22K	1.08K	+9.19%
Mar 31, 2024	MARINER, LLC	0.28%	12.84K	295.65K	1.79K	+16.15%
Mar 31, 2024	PASSUMPSIC SAVINGS BANK	0.63%	29.53K	680.32K	29.53K	+100.00%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.63%	29.59K	682K	-255	-0.85%
Mar 31, 2024	CITIGROUP INC	0.7%	29.51K	679.81K	2.23K	+8.16%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.71%	29.59K	681.68K	-235	-0.79%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.94%	39.19K	903K	39.19K	+100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	1.58%	66.16K	1.52M	-78.77K	-54.35%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.89%	163.18K	3.76M	12.98K	+8.64%
Mar 31, 2024		0.22%	10.31K	234.22K	10.31K	+100.00%
Mar 31, 2024	KADES & CHEIFETZ LLC	0.34%	15.78K	363.53K	36	+0.23%
Mar 31, 2024	MCDONALD PARTNERS LLC	0.35%	16.25K	374.32K	0	0
Mar 31, 2024	VALICENTI ADVISORY SERVICES INC	0.36%	16.61K	383K	0	0
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.38%	16.03K	375.9K	-452	-2.74%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.56%	26.13K	602K	26.13K	+100.00%
Mar 31, 2024	NDWM LLC	0.63%	29.39K	677K	819	+2.87%
Mar 31, 2024	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.01%	398	9.17K	3	+0.76%
Mar 31, 2024	GAMMA INVESTING LLC	0.01%	563	12.97K	0	0
Mar 31, 2024	TOMPKINS FINANCIAL CORP	0.01%	693	15.96K	693	+100.00%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0.03%	1.44K	33.06K	1.3K	+962.96%
Mar 31, 2024	ROYAL BANK OF CANADA	0.08%	3.28K	76K	0	0
Mar 31, 2024	UBS GROUP AG	0.15%	6.33K	145.72K	-1.08K	-14.63%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.15%	6.49K	149.5K	1.25K	+23.90%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.19%	7.79K	179.5K	500	+6.86%
Mar 31, 2024	FLAGSHIP HARBOR ADVISORS, LLC	0.19%	8.9K	205.01K	8.9K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.19%	9K	207.32K	9K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.19%	9K	207.32K	-102	-1.12%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	1.25%	58.39K	1.34M	37.01K	+173.12%
Mar 31, 2024	MIRACLE MILE ADVISORS, LLC	1.44%	67.11K	1.55M	12.36K	+22.58%
Mar 31, 2024	TORTOISE INVESTMENT MANAGEMENT, LLC	1.81%	84.37K	1.94M	1K	+1.20%
Mar 31, 2024	EP WEALTH ADVISORS, LLC	1.83%	85.5K	1.97M	0	0
Mar 31, 2024	LPL FINANCIAL LLC	2.37%	99.13K	2.28M	13.4K	+15.62%
Mar 31, 2024	FLYNN ZITO CAPITAL MANAGEMENT, LLC	3.74%	174.53K	4.02M	-454	-0.26%
Mar 31, 2024	MORGAN STANLEY	3.12%	130.91K	3.02M	49.67K	+61.15%
Mar 31, 2024	FLOW TRADERS U.S. LLC	0%	0	-	-12.93K	-100.00%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0%	0	-	-13.25K	-100.00%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.21%	9.71K	223.58K	-1.47K	-13.16%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.21%	8.75K	201.5K	-1.05K	-10.72%
Mar 31, 2024	CASCADE FINANCIAL PARTNERS, LLC	0.22%	10.31K	234.22K	10.31K	+100.00%
Mar 31, 2024	ASSET MANAGEMENT GROUP, INC.	0.27%	12.41K	285.88K	0	0
Dec 31, 2023	TORTOISE INVESTMENT MANAGEMENT, LLC	2.07%	83.37K	1.93M	-17.62K	-17.45%
Dec 31, 2023	UBS GROUP AG	0.18%	7.41K	171.32K	-6.64K	-47.24%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.23%	9.1K	210.44K	-458	-4.79%
Dec 31, 2023	MORGAN STANLEY	2.02%	81.24K	1.88M	7.96K	+10.86%
Dec 31, 2023	MIRACLE MILE ADVISORS, LLC	1.36%	54.75K	1.27M	6.59K	+13.69%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.74%	29.85K	690K	-943	-3.06%
Dec 31, 2023	MARINER, LLC	0.27%	11.05K	255.48K	11.05K	+100.00%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.28%	11.18K	258.41K	-10K	-47.21%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.29%	11.74K	271.36K	11.74K	+100.00%
Dec 31, 2023	ASSET MANAGEMENT GROUP, INC.	0.31%	12.41K	286.93K	-35.03K	-73.84%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.73%	150.2K	3.47M	35.91K	+31.42%
Dec 31, 2023	FLYNN ZITO CAPITAL MANAGEMENT, LLC	4.35%	174.99K	4.05M	-489	-0.28%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.74%	29.83K	689.61K	-649	-2.13%
Dec 31, 2023		0.01%	563	13.14K	563	+100.00%
Dec 31, 2023	CITIGROUP INC	0.68%	27.29K	630.85K	93	+0.34%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.53%	21.38K	494.26K	21.38K	+100.00%
Dec 31, 2023	VALICENTI ADVISORY SERVICES INC	0.41%	16.61K	384K	0	0
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.41%	16.48K	381.04K	1.78K	+12.07%
Dec 31, 2023	MCDONALD PARTNERS LLC	0.4%	16.25K	375.7K	0	0
Dec 31, 2023	KADES & CHEIFETZ LLC	0.39%	15.75K	364.02K	119	+0.76%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.33%	13.25K	287.57K	13.25K	+1,324,500.00%
Dec 31, 2023	JONES FINANCIAL COMPANIES LLLP	0%	135	3.12K	135	+100.00%
Dec 31, 2023	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.01%	395	9.14K	3	+0.77%
Dec 31, 2023	IFP ADVISORS, INC	0.04%	1.73K	39.93K	0	0
Dec 31, 2023	FLOW TRADERS U.S. LLC	0.32%	12.93K	299K	-1.93K	-13.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.24%	9.8K	226.5K	-1.89K	-16.16%
Dec 31, 2023	ROYAL BANK OF CANADA	0.08%	3.28K	76K	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.13%	5.24K	121.1K	-10.19K	-66.06%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.18%	7.29K	168.6K	-1.75K	-19.35%
Dec 31, 2023	JANE STREET GROUP, LLC	3.6%	144.92K	3.35M	-7.35K	-4.82%
Dec 31, 2023	LPL FINANCIAL LLC	2.13%	85.73K	1.98M	-9.73K	-10.19%
Dec 31, 2023	EP WEALTH ADVISORS, LLC	2.13%	85.5K	1.98M	85.5K	+100.00%

Frequently Asked Questions