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

Who are the major shareholders selling State Street SPDR MSCI World StrategicFactors ETF stock?

TRIUMPH CAPITAL MANAGEMENT, in the last quarter, reduced its stake in QWLD by -52.23% restricting it's holding to 107 shares of worth nearly $16.26K. GOLDEN STATE WEALTH MANAGEMENT, LLC also lessened -39.45% of the QWLD shares from its portfolio, reducing its holding to 1.15 thousand shares of worth $174.93K. JANE STREET GROUP, LLC also shunned QWLD shares holding by -83.66% last quarter which brought its holding to 1.79 thousand shares worth $271.47K.

Investors who are buying QWLD stock?

As per its latest 13F filing, RAYMOND JAMES FINANCIAL INC increased its stake in QWLD by 5.08% in the last quarter. The institutional holder raised its holding to 39.63 thousand shares having worth more than $6.02M. ASSETMARK, INC also added 27.75% more shares of QWLD to its portfolio, raising its holding to 46.05 thousand shares of worth $7.00M. UBS GROUP AG also increased its QWLD shares holding by 100% which brought its holding to 445 shares worth $67.60K.

QWLD's major insiders: who are they?

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

Did an insider recently sell QWLD stock?

Company executives, directors, and other insiders own N/A percent of State Street SPDR MSCI World StrategicFactors ETF's stock. Within the last six months, there have been 0 transaction(s) in which QWLD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased QWLD stock?

There have been 0 transaction(s) during the past 6-months in which State Street SPDR MSCI World StrategicFactors ETF insiders have bought stock, totalling 0 shares

How much of QWLD does insiders own?

Around 0 State Street SPDR MSCI World StrategicFactors ETF shares are held by insiders, which represents about N/A of QWLD stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in QWLD?

APTUS CAPITAL ADVISORS, LLC is the largest institutional owner in QWLD which holds 104 shares worth $15.80K or 0.01% of the total QWLD shares outstanding followed by TRIUMPH CAPITAL MANAGEMENT with ownership of 107 shares representing 0.01% of the QWLD ownership. BANK OF MONTREAL /CAN/ is the third largest stakeholder with 345 shares or 0.03% of the ownership worth more than $52.41K.

Is State Street SPDR MSCI World StrategicFactors 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 QWLD is concerned, it is a stock which is optionable.

Is there a short position on QWLD's shares?

Number of QWLD 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 QWLD shares are there?

As of today, null shares of QWLD are outstanding.

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

QWLD 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 QWLD is null.

State Street SPDR MSCI World StrategicFactors ETF (QWLD) 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. APTUS CAPITAL ADVISORS, LLC is the top corporate investor, holding 104 shares valued at $15.80K. A 0.01% stake in State Street SPDR MSCI World StrategicFactors ETF is owned by the company. TRIUMPH CAPITAL MANAGEMENT owns 107 shares valued at $16.26K, which translates its holding of 0.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.01%	104	15.8K	0	0
Jun 30, 2026	TRIUMPH CAPITAL MANAGEMENT	0.01%	107	16.26K	-117	-52.23%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.03%	345	52.41K	0	0
Jun 30, 2026	COLLIER FINANCIAL	0.04%	407	61.78K	0	0
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	3.6%	39.63K	6.02M	1.92K	+5.08%
Jun 30, 2026	ASSETMARK, INC	4.18%	46.05K	7M	10K	+27.75%
Jun 30, 2026	UBS GROUP AG	0.04%	445	67.6K	445	+100.00%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.06%	616	93.58K	0	0
Jun 30, 2026	FMR LLC	0.06%	677	102.85K	177	+35.40%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.07%	761	115.57K	761	+100.00%
Jun 30, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.08%	845	128.3K	6	+0.72%
Jun 30, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.1%	1.15K	174.93K	-750	-39.45%
Jun 30, 2026	CULLEN/FROST BANKERS, INC.	0.14%	1.55K	235.39K	14	+0.91%
Jun 30, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.15%	1.64K	249.01K	12	+0.74%
Jun 30, 2026	JANE STREET GROUP, LLC	0.16%	1.79K	271.47K	-9.15K	-83.66%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.18%	1.95K	296K	-89	-4.37%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.2%	2.25K	342.19K	-8	-0.35%
Jun 30, 2026	BIRCHWOOD FINANCIAL PARTNERS, INC.	0.25%	2.77K	421.25K	0	0
Jun 30, 2026	WILLNER & HELLER, LLC	0.28%	3.03K	459.7K	25	+0.83%
Jun 30, 2026	CITADEL ADVISORS LLC	0.33%	3.64K	553.57K	-9.34K	-71.94%
Jun 30, 2026	CAPITAL ANALYSTS, LLC	0.34%	3.78K	574K	18	+0.48%
Jun 30, 2026	GATEWAY INVESTMENT ADVISERS LLC	0.35%	3.83K	581.07K	0	0
Jun 30, 2026	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.53%	5.8K	886.51K	15	+0.26%
Jun 30, 2026	MCDONALD PARTNERS LLC	0.6%	6.64K	1.01M	0	0
Jun 30, 2026	PALATINE HILL WEALTH MANAGEMENT, LLC	0.7%	7.69K	1.17M	555	+7.78%
Jun 30, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.72%	7.91K	1.2M	-33	-0.42%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.98%	10.79K	1.64M	43	+0.40%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.25%	13.76K	2.09M	642	+4.89%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.04%	22.46K	3.45M	-247	-1.09%
Jun 30, 2026	EMPIRICAL ASSET MANAGEMENT, LLC	0.13%	1.42K	215.51K	-48	-3.27%
Jun 30, 2026	PROSPERA FINANCIAL SERVICES INC	0.13%	1.4K	212.07K	1.4K	+100.00%
Jun 30, 2026	GLENMEDE TRUST CO NA	0.09%	962	146.14K	0	0
Jun 30, 2026	MORGAN STANLEY	1.97%	21.63K	3.29M	21.36K	+8,123.19%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	1.28%	14.12K	2.15M	-1.27K	-8.23%
Jun 30, 2026	COLONY GROUP, LLC	0.29%	3.17K	481.19K	-1.19K	-27.35%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.28%	3.09K	468.96K	3.09K	+100.00%
Jun 30, 2026	LPL FINANCIAL LLC	15.85%	174.37K	26.49M	-136.08K	-43.83%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	6.03%	66.3K	10.07M	3	0.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	4.35%	47.82K	7.27M	4.8K	+11.15%
Jun 30, 2026	FINGERLAKES WEALTH MANAGEMENT, INC.	3.04%	33.47K	5.09M	2.41K	+7.77%
Jun 30, 2026	SYM FINANCIAL CORP	2.14%	23.52K	3.57M	53	+0.23%
Jun 30, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.4%	4.41K	670.22K	510	+13.07%
Jun 30, 2026	STRATOS WEALTH PARTNERS, LTD.	2.01%	22.09K	3.36M	1.44K	+6.99%
Jun 30, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.41%	4.49K	682.38K	141	+3.24%
Jun 30, 2026	ATLAS PRIVATE WEALTH ADVISORS	0.48%	5.25K	796.95K	67	+1.29%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.48%	5.28K	802.39K	394	+8.06%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.69%	7.59K	1.15M	-802	-9.56%
Jun 30, 2026	PRINCIPAL SECURITIES, INC.	0.33%	3.58K	544.46K	367	+11.41%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.31%	3.36K	509.9K	30	+0.90%
Jun 30, 2026	HANTZ FINANCIAL SERVICES, INC.	0.01%	60	9K	0	0
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.21%	2.26K	323.68K	156	+7.41%
Mar 31, 2026	BFSG, LLC	0%	44	6.3K	0	0
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	0.15%	1.63K	232.93K	0	0
Mar 31, 2026	GLENMEDE TRUST CO NA	0.09%	962	137.7K	0	0
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.43%	37.72K	5.4M	-1.68K	-4.27%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	6.03%	66.3K	9.49M	16.72K	+33.72%
Mar 31, 2026	LPL FINANCIAL LLC	28.21%	310.45K	44.44M	-20.3K	-6.14%
Mar 31, 2026	COLLIER FINANCIAL	0.04%	407	58.21K	1	+0.25%
Mar 31, 2026	FMR LLC	0.05%	500	71.57K	25	+5.26%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.06%	616	88.17K	6	+0.98%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.08%	839	120.85K	0	0
Mar 31, 2026	VIRTU FINANCIAL LLC	0.13%	1.42K	202K	1.42K	+100.00%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.35%	3.9K	558.52K	6	+0.15%
Mar 31, 2026	FIRST HEARTLAND CONSULTANTS, INC.	0.4%	4.35K	622.8K	414	+10.52%
Mar 31, 2026	ATLAS PRIVATE WEALTH ADVISORS	0.47%	5.18K	741.31K	163	+3.25%
Mar 31, 2026	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.53%	5.79K	828.01K	0	0
Mar 31, 2026	MCDONALD PARTNERS LLC	0.6%	6.64K	949.73K	85	+1.30%
Mar 31, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.72%	7.94K	1.14M	35	+0.44%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	1.4%	15.39K	2.2M	-23	-0.15%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.01%	104	14.89K	0	0
Mar 31, 2026	TRIUMPH CAPITAL MANAGEMENT	0.02%	224	32.06K	0	0
Mar 31, 2026	EMPIRICAL ASSET MANAGEMENT, LLC	0.13%	1.47K	209.98K	-180	-10.93%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.14%	1.49K	212.57K	1.49K	+100.00%
Mar 31, 2026	CULLEN/FROST BANKERS, INC.	0.14%	1.54K	219.86K	243	+18.79%
Mar 31, 2026	ASPIRE CAPITAL ADVISORS LLC	0.14%	1.57K	224.16K	-900	-36.50%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	1.78K	254.21K	-2.68K	-60.14%
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.17%	1.9K	272.24K	-3.08K	-61.87%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.19%	2.04K	291K	-105	-4.90%
Mar 31, 2026	WILLNER & HELLER, LLC	0.27%	3K	429.59K	-108	-3.47%
Mar 31, 2026	PRINCIPAL SECURITIES, INC.	0.29%	3.22K	460.48K	40	+1.26%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.3%	3.33K	476.25K	0	0
Mar 31, 2026	CAPITAL ANALYSTS, LLC	0.34%	3.76K	538K	0	0
Mar 31, 2026	GATEWAY INVESTMENT ADVISERS LLC	0.35%	3.83K	547.51K	3.83K	+100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	1.18%	12.99K	1.86M	-28.08K	-68.38%
Mar 31, 2026	COLONY GROUP, LLC	0.4%	4.36K	624.01K	0	0
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.44%	4.89K	699.66K	106	+2.22%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-214	-100.00%
Mar 31, 2026	STRATEGIC WEALTH PARTNERS, LTD.	0%	0	-	-33	-100.00%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0%	0	-	-1.89K	-100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-43	-100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	1	82	0	0
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	2	288	0	0
Mar 31, 2026	VANGUARD ADVISERS INC	0%	3	429	3	+100.00%
Mar 31, 2026	ASSETMARK, INC	3.28%	36.05K	5.16M	755	+2.14%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	3.91%	43.03K	6.16M	2.04K	+4.98%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.76%	8.39K	1.2M	-1.83K	-17.92%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.06%	22.7K	3.27M	-59	-0.26%
Mar 31, 2026	FINGERLAKES WEALTH MANAGEMENT, INC.	2.82%	31.06K	4.45M	795	+2.63%
Mar 31, 2026	BIRCHWOOD FINANCIAL PARTNERS, INC.	0.25%	2.77K	396.92K	0	0
Mar 31, 2026	PALATINE HILL WEALTH MANAGEMENT, LLC	0.65%	7.13K	1.02M	428	+6.38%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	1.88%	20.65K	2.96M	2.66K	+14.80%
Mar 31, 2026	HANTZ FINANCIAL SERVICES, INC.	0.01%	60	9K	60	+100.00%
Mar 31, 2026		0.25%	2.77K	396.92K	0	0
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.02%	230	32.92K	230	+100.00%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.98%	10.75K	1.54M	-791	-6.85%
Mar 31, 2026	MORGAN STANLEY	0.02%	263	37.65K	-21	-7.39%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.03%	345	49.38K	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0.99%	10.93K	1.57M	3.96K	+56.74%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.19%	13.12K	1.88M	315	+2.46%
Mar 31, 2026	SYM FINANCIAL CORP	2.13%	23.47K	3.36M	-116	-0.49%
Dec 31, 2025	WILLNER & HELLER, LLC	0.26%	3.11K	445.31K	-62	-1.96%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.31%	3.76K	538K	21	+0.56%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.33%	3.9K	558.1K	-127	-3.16%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.33%	3.94K	563.98K	259	+7.04%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.37%	4.46K	638.33K	2.4K	+117.05%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.4%	4.78K	684.96K	-982	-17.04%
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.41%	4.99K	714.16K	-218	-4.19%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.28%	3.33K	476.62K	34	+1.03%
Dec 31, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.48%	5.79K	828.66K	18	+0.31%
Dec 31, 2025	MCDONALD PARTNERS LLC	0.55%	6.55K	938.29K	175	+2.75%
Dec 31, 2025	JANE STREET GROUP, LLC	0.59%	6.98K	999.32K	-11.03K	-61.26%
Dec 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.66%	7.9K	1.13M	345	+4.56%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.97%	11.54K	1.65M	655	+6.02%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.08%	12.81K	1.83M	386	+3.11%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	1.3%	15.41K	2.21M	2.72K	+21.46%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	1.51%	17.99K	2.58M	1.02K	+5.99%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.85%	10.22K	1.46M	-946	-8.47%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.02%	214	30.66K	214	+100.00%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.02%	224	32.09K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.03%	338	48.42K	45	+15.36%
Dec 31, 2025	COLLIER FINANCIAL	0.03%	406	58.26K	-1	-0.25%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	44	6.3K	0	0
Dec 31, 2025	ATLAS PRIVATE WEALTH ADVISORS	0.42%	5.02K	718.55K	-60	-1.18%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.92%	22.76K	3.3M	403	+1.80%
Dec 31, 2025	FINGERLAKES WEALTH MANAGEMENT, INC.	2.55%	30.27K	4.34M	1.74K	+6.09%
Dec 31, 2025	ASSETMARK, INC	2.97%	35.29K	5.06M	-368	-1.03%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	4.1%	49.58K	7.1M	49.58K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	27.46%	330.75K	47.38M	14.16K	+4.47%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.05%	610	87.38K	0	0
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.07%	839	120.21K	839	+100.00%
Dec 31, 2025	GLENMEDE TRUST CO NA	0.08%	962	137.81K	962	+100.00%
Dec 31, 2025	CULLEN/FROST BANKERS, INC.	0.11%	1.29K	185.15K	13	+1.02%
Dec 31, 2025		0.23%	2.77K	397.24K	2.77K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.28%	39.4K	5.64M	-47.39K	-54.60%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	3.39%	40.99K	5.87M	15.54K	+61.07%
Dec 31, 2025	UBS GROUP AG	0%	0	-	-92	-100.00%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0%	0	-	-56	-100.00%
Dec 31, 2025	IGNITE PLANNERS, LLC	0%	0	-	-1.53K	-100.00%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-711	-100.00%
Dec 31, 2025	ROOT FINANCIAL PARTNERS, LLC	0%	0	-	-654	-100.00%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0%	0	-	-1.84K	-100.00%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0%	1	143	0	0
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0.26%	3.18K	455.11K	23	+0.73%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.14%	1.63K	233.11K	13	+0.81%
Dec 31, 2025	SYM FINANCIAL CORP	1.95%	23.58K	3.38M	-29	-0.12%
Dec 31, 2025	CITADEL ADVISORS LLC	3.4%	41.07K	5.88M	1.35K	+3.40%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	82	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	2	287K	2	+100.00%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	43	6.16K	43	+100.00%
Dec 31, 2025	COLONY GROUP, LLC	0.36%	4.36K	624.5K	6	+0.14%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.17%	2.11K	301.59K	-3	-0.14%
Dec 31, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.14%	1.65K	235.96K	-2.68K	-61.91%
Dec 31, 2025	BFSG, LLC	0%	44	6.3K	0	0
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.03%	345	49.42K	0	0
Dec 31, 2025	MORGAN STANLEY	0.02%	284	40.68K	-1.83K	-86.59%
Dec 31, 2025	FMR LLC	0.04%	475	68.04K	0	0
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.01%	104	14.9K	104	+100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	55	7.88K	0	0
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.16%	1.89K	271.32K	-3.03K	-61.56%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.18%	2.14K	307K	2.14K	+100.00%
Dec 31, 2025	ASPIRE CAPITAL ADVISORS LLC	0.21%	2.47K	353.26K	-1.87K	-43.06%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.07%	25.45K	3.56M	14.57K	+134.04%
Sep 30, 2025	COLONY GROUP, LLC	0.35%	4.35K	611.29K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.47%	5.76K	809.46K	-5.05K	-46.70%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.33%	4.02K	564.96K	19	+0.47%
Sep 30, 2025	VESTGEN ADVISORS, LLC	0.23%	2.82K	396.63K	-166	-5.55%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.05%	610	85.66K	0	0
Sep 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.61%	7.56K	1.06M	-419	-5.25%
Sep 30, 2025	WILLNER & HELLER, LLC	0.26%	3.17K	445.36K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	44	6.18K	0	0
Sep 30, 2025	BFSG, LLC	0%	44	6.18K	0	0
Sep 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0%	33	4.63K	33	+100.00%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0%	1	140	0	0
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0%	56	7.8K	56	+100.00%
Sep 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.08%	962	135.09K	0	0
Sep 30, 2025	FINGERLAKES WEALTH MANAGEMENT, INC.	2.32%	28.53K	4.01M	1.68K	+6.26%
Sep 30, 2025	ASPIRE CAPITAL ADVISORS LLC	0.35%	4.33K	608.2K	-2.36K	-35.24%
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.3%	3.68K	516.5K	29	+0.79%
Sep 30, 2025	COLLIER FINANCIAL	0.03%	407	57.11K	407	+100.00%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.26%	3.15K	442.92K	115	+3.78%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.13%	1.61K	226.64K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	93	1	+100.00%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	0	-	-6.06K	-100.00%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0%	0	-	-6.5K	-100.00%
Sep 30, 2025	ATLAS PRIVATE WEALTH ADVISORS	0.41%	5.08K	712.82K	-4.26K	-45.62%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.4%	4.93K	691.9K	-5.41K	-52.35%
Sep 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.35%	4.32K	607.26K	-4.8K	-52.61%
Sep 30, 2025	CAPITAL ANALYSTS, LLC	0.3%	3.74K	525K	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.27%	3.29K	462.56K	-2	-0.06%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	2.05K	288.3K	2.05K	+100.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.03%	345	48.45K	-400	-53.69%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.02%	293	41.15K	-28	-8.72%
Sep 30, 2025	TRIUMPH CAPITAL MANAGEMENT	0.02%	224	31.46K	224	+100.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	55	7.72K	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	1.84K	258.39K	0	0
Sep 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0.05%	654	91.84K	654	+100.00%
Sep 30, 2025	FMR LLC	0.04%	475	66.7K	145	+43.94%
Sep 30, 2025	UBS GROUP AG	0.01%	92	12.92K	92	+100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.06%	711	99.8K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	25.7%	316.6K	44.46M	-8.17K	-2.52%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	7.04%	86.79K	12.19M	4.93K	+6.02%
Sep 30, 2025	CITADEL ADVISORS LLC	3.22%	39.72K	5.58M	29.88K	+303.81%
Sep 30, 2025	ASSETMARK, INC	2.89%	35.66K	5.01M	-399	-1.11%
Sep 30, 2025	SYM FINANCIAL CORP	1.92%	23.61K	3.32M	10	+0.04%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.82%	22.36K	3.15M	684	+3.16%
Sep 30, 2025	JANE STREET GROUP, LLC	1.47%	18.01K	2.53M	12.07K	+203.18%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	1.38%	16.97K	2.38M	4.41K	+35.11%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	1.03%	12.69K	1.78M	36	+0.28%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.01%	12.42K	1.74M	14	+0.11%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.91%	11.17K	1.57M	1.44K	+14.80%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.88%	10.89K	1.53M	240	+2.25%
Sep 30, 2025	MCDONALD PARTNERS LLC	0.52%	6.38K	895.24K	0	0
Sep 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.47%	5.77K	809.86K	0	0
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.42%	5.2K	730.74K	-3.41K	-39.60%
Sep 30, 2025	MORGAN STANLEY	0.17%	2.12K	297.49K	1.83K	+645.77%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.17%	2.11K	296.03K	2.11K	+100.00%
Sep 30, 2025	IGNITE PLANNERS, LLC	0.12%	1.53K	215.28K	-406	-20.94%
Sep 30, 2025	CULLEN/FROST BANKERS, INC.	0.1%	1.28K	179.69K	0	0
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	1.05%	12.56K	1.69M	322	+2.63%
Jun 30, 2025		0.25%	2.99K	403.26K	-202	-6.33%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.91%	10.87K	1.47M	-189	-1.71%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	1.06%	12.65K	1.71M	34	+0.27%
Jun 30, 2025	ARQ WEALTH ADVISORS, LLC	1.1%	13.15K	1.68M	0	0
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.82%	21.68K	2.94M	-22	-0.10%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.25%	3.04K	409.89K	-4.39K	-59.10%
Jun 30, 2025	BFSG, LLC	0%	44	5.94K	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	55	7.42K	55	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.03%	321	43.3K	57	+21.59%
Jun 30, 2025	FMR LLC	0.03%	330	44.51K	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.05%	610	82.28K	255	+71.83%
Jun 30, 2025	JANE STREET GROUP, LLC	0.5%	5.94K	801.03K	-11.64K	-66.21%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.51%	6.06K	817K	6.06K	+100.00%
Jun 30, 2025	MCDONALD PARTNERS LLC	0.53%	6.38K	859.84K	0	0
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.54%	6.5K	876.28K	6.5K	+100.00%
Jun 30, 2025	ASPIRE CAPITAL ADVISORS LLC	0.56%	6.69K	902.06K	6.69K	+100.00%
Jun 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.67%	7.98K	1.08M	4.04K	+102.67%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.72%	8.61K	1.16M	8.61K	+100.00%
Jun 30, 2025	SYM FINANCIAL CORP	1.98%	23.6K	3.18M	-229	-0.96%
Jun 30, 2025	FINGERLAKES WEALTH MANAGEMENT, INC.	2.25%	26.85K	3.62M	3.31K	+14.06%
Jun 30, 2025	MARINER, LLC	2.44%	29.1K	3.92M	5.58K	+23.73%
Jun 30, 2025	IGNITE PLANNERS, LLC	0.16%	1.94K	259.4K	-23.24K	-92.30%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.15%	1.85K	249K	1.85K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	1.84K	248.17K	1.84K	+100.00%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.14%	1.61K	217.68K	12	+0.75%
Jun 30, 2025	CULLEN/FROST BANKERS, INC.	0.11%	1.28K	172.59K	-8	-0.62%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.08%	962	129.75K	962	+100.00%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.06%	745	100.48K	400	+115.94%
Jun 30, 2025	VESTGEN ADVISORS, LLC	0.25%	2.99K	403.26K	-202	-6.33%
Jun 30, 2025	MORGAN STANLEY	0.02%	284	38.31M	-149	-34.41%
Jun 30, 2025	CITADEL ADVISORS LLC	0.82%	9.84K	1.33B	-11.63K	-54.17%
Jun 30, 2025	ASSETMARK, INC	3.02%	36.06K	4.86M	-2.12K	-5.56%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	6.86%	81.86K	11.04M	-21.97K	-21.16%
Jun 30, 2025	LPL FINANCIAL LLC	27.22%	324.77K	43.8M	48.19K	+17.43%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.06%	711	95.85K	711	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0%	1	135	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	44	5.94K	0	0
Jun 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.76%	9.13K	1.23M	145	+1.61%
Jun 30, 2025	ATLAS PRIVATE WEALTH ADVISORS	0.78%	9.33K	1.26M	780	+9.12%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.82%	9.73K	1.31M	1.84K	+23.30%
Jun 30, 2025	WILLNER & HELLER, LLC	0.27%	3.17K	427.75K	121	+3.97%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.87%	10.34K	1.39M	-2.83K	-21.46%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.89%	10.65K	1.44M	359	+3.49%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.28%	3.3K	444.47K	30	+0.92%
Jun 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.31%	3.65K	492.17K	-98	-2.62%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.31%	3.74K	504K	19	+0.51%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.34%	4K	540.1K	-24	-0.60%
Jun 30, 2025	COLONY GROUP, LLC	0.36%	4.35K	587.12K	0	0
Jun 30, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.48%	5.77K	775.09K	16	+0.28%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.91%	10.81K	1.46M	686	+6.77%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.04%	12.41K	1.67M	-20	-0.16%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.86%	10.13K	1.29M	-7.12K	-41.27%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-3.63K	-100.00%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	0	-	-16.18K	-100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	44	5.62K	0	0
Mar 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.02%	200	25.54K	200	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.02%	264	33.71K	71	+36.79%
Mar 31, 2025	FMR LLC	0.03%	330	42.14K	0	0
Mar 31, 2025	MORGAN STANLEY	0.04%	433	55.29K	0	0
Mar 31, 2025	CULLEN/FROST BANKERS, INC.	0.11%	1.29K	164.44K	153	+13.48%
Mar 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.14%	1.6K	204.55K	1.6K	+100.00%
Mar 31, 2025		0.03%	407	51.93K	0	0
Mar 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.32%	3.75K	478.47K	-237	-5.95%
Mar 31, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.76%	8.98K	1.15M	191	+2.17%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.87%	10.29K	1.31M	-414	-3.87%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	1.03%	12.24K	1.56M	981	+8.71%
Mar 31, 2025	CITADEL ADVISORS LLC	1.81%	21.46K	2.74M	21.46K	+100.00%
Mar 31, 2025	FINGERLAKES WEALTH MANAGEMENT, INC.	1.99%	23.54K	3.01M	979	+4.34%
Mar 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.33%	3.94K	502K	390	+11.00%
Mar 31, 2025	ATLAS PRIVATE WEALTH ADVISORS	0.72%	8.55K	1.09M	320	+3.89%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	68	0	0
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0%	1	128	0	0
Mar 31, 2025	BFSG, LLC	0%	44	5.62K	44	+100.00%
Mar 31, 2025	GLENMEDE TRUST CO NA	0.08%	962	122.84K	-28	-2.83%
Mar 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.34%	4.03K	514.31K	-127	-3.06%
Mar 31, 2025	COLONY GROUP, LLC	0.37%	4.35K	555.85K	0	0
Mar 31, 2025	SYM FINANCIAL CORP	2.01%	23.83K	3.04M	-61	-0.26%
Mar 31, 2025	ASSETMARK, INC	3.22%	38.18K	4.88M	407	+1.08%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.83%	21.7K	2.77M	-2.07K	-8.72%
Mar 31, 2025	UBS GROUP AG	0.22%	2.58K	329.07K	2.58K	+100.00%
Mar 31, 2025	WILLNER & HELLER, LLC	0.26%	3.05K	389.47K	3.05K	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.28%	3.27K	416.97K	305	+10.30%
Mar 31, 2025	CAPITAL ANALYSTS, LLC	0.31%	3.72K	475K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.93%	11.06K	1.41M	-31.55K	-74.04%
Mar 31, 2025	IGNITE PLANNERS, LLC	2.13%	25.18K	3.22M	2.84K	+12.71%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	8.77%	103.82K	13.26M	38.61K	+59.21%
Mar 31, 2025	LPL FINANCIAL LLC	23.36%	276.57K	35.32M	-8.09K	-2.84%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	1.07%	12.62K	1.61M	-2.67K	-17.46%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.03%	345	44.06K	0	0
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.63%	7.43K	920.21K	0	0
Mar 31, 2025	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.49%	5.75K	734.37K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.5%	5.88K	750.59K	5.88K	+100.00%
Mar 31, 2025	MCDONALD PARTNERS LLC	0.54%	6.38K	814.05K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.67%	7.89K	1.01M	1.65K	+26.51%
Mar 31, 2025	MARINER, LLC	1.99%	23.52K	3M	6.78K	+40.47%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.03%	355	45.33K	355	+100.00%
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	1.11%	13.17K	1.68M	2.91K	+28.34%
Mar 31, 2025	ARQ WEALTH ADVISORS, LLC	1.11%	13.15K	1.68M	440	+3.46%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.05%	12.43K	1.59M	-275	-2.17%
Mar 31, 2025	JANE STREET GROUP, LLC	1.48%	17.58K	2.24M	15.25K	+656.24%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.63%	16.16K	1.94M	-1.01K	-5.90%
Mar 31, 2024	ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	1.73%	16.63K	1.99M	16.63K	+100.00%
Mar 31, 2024	IGNITE PLANNERS, LLC	1.76%	16.88K	2.02M	4.58K	+37.28%
Mar 31, 2024	WEALTHCARE ADVISORY PARTNERS LLC	1.77%	16.98K	2.04M	-15.6K	-47.88%
Mar 31, 2024	FINGERLAKES WEALTH MANAGEMENT, INC.	2.04%	19.59K	2.35M	450	+2.35%
Mar 31, 2024	IDAHO TRUST BANK	2.04%	19.59K	2.35M	19.59K	+100.00%
Mar 31, 2024	SYM FINANCIAL CORP	2.37%	22.83K	2.74M	182	+0.80%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.33%	32K	3.84M	-2.19K	-6.41%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	5.34%	52.88K	6.34M	38.01K	+255.70%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0%	0	-	-6.12K	-100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0%	0	-	-72.99K	-100.00%
Mar 31, 2024	FIRST COMMUNITY TRUST NA	0%	0	-	-154	-100.00%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0%	1	120	0	0
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	55	6.6K	0	0
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.04%	345	41.37K	-12.5K	-97.31%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.04%	425	50.97K	15	+3.66%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.19%	1.85K	221.62K	-66	-3.45%
Mar 31, 2024	FLAGSHIP HARBOR ADVISORS, LLC	0.21%	2.05K	245.86K	2.05K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.29%	12.78K	1.53M	422	+3.42%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.24%	12.28K	1.47M	4.85K	+65.25%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	1.24%	11.91K	1.43M	360	+3.12%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	1.19%	11.44K	1.37M	-5.29K	-31.63%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	1.11%	10.99K	1.32M	1.01K	+10.14%
Mar 31, 2024	FLOW TRADERS U.S. LLC	1.03%	9.94K	1.19M	9.94K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.92%	9.09K	1.09M	1.97K	+27.60%
Mar 31, 2024	FINANCIAL ENHANCEMENT GROUP LLC	0.45%	4.28K	497.05K	-2.7K	-38.67%
Mar 31, 2024	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.42%	4.06K	485.41K	0	0
Mar 31, 2024	ATLAS PRIVATE WEALTH ADVISORS	0.39%	3.7K	443.96K	-2.34K	-38.77%
Mar 31, 2024	THOROUGHBRED FINANCIAL SERVICES, LLC	0.35%	3.41K	408K	450	+15.23%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.32%	3.11K	372.97K	1.17K	+60.14%
Mar 31, 2024	FIRST HEARTLAND CONSULTANTS, INC.	0.29%	2.83K	339K	596	+26.68%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.28%	2.81K	337K	2.81K	+100.00%
Mar 31, 2024	FMR LLC	0.01%	102	12.23K	0	0
Mar 31, 2024	LPL FINANCIAL LLC	26.19%	259.23K	31.09M	37.27K	+16.79%
Mar 31, 2024	JANE STREET GROUP, LLC	0%	0	-	-111.3K	-100.00%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	0	-	-88.32K	-100.00%
Mar 31, 2024	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	0%	0	-	-82	-100.00%
Mar 31, 2024	CAPITAL ANALYSTS, LLC	0.4%	3.84K	461K	0	0
Dec 31, 2023	FINGERLAKES WEALTH MANAGEMENT, INC.	2.05%	19.14K	2.11M	920	+5.05%
Dec 31, 2023	SYM FINANCIAL CORP	2.42%	22.64K	2.49M	-426	-1.85%
Dec 31, 2023	WEALTHCARE ADVISORY PARTNERS LLC	3.49%	32.57K	3.59M	-2.79K	-7.88%
Dec 31, 2023	CAPITAL ANALYSTS, LLC	0.41%	3.84K	423K	17	+0.44%
Dec 31, 2023	THOROUGHBRED FINANCIAL SERVICES, LLC	0.32%	2.96K	325K	0	0
Dec 31, 2023	FIRST HEARTLAND CONSULTANTS, INC.	0.24%	2.23K	246K	100	+4.69%
Dec 31, 2023	IFP ADVISORS, INC	0.21%	2K	219.93K	0	0
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.66%	34.19K	3.77M	-2.65K	-7.20%
Dec 31, 2023	CITADEL ADVISORS LLC	7.81%	72.99K	8.04M	67.7K	+1,279.49%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	9.45%	88.32K	802K	88.32K	+100.00%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.21%	1.94K	213.87K	1.94K	+100.00%
Dec 31, 2023	JANE STREET GROUP, LLC	11.91%	111.3K	12.26M	82.88K	+291.72%
Dec 31, 2023	LPL FINANCIAL LLC	23.76%	221.96K	24.44M	66.78K	+43.04%
Dec 31, 2023	HUNTINGTON NATIONAL BANK	0%	1	110	0	0
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0%	44	4.85K	0	0
Dec 31, 2023	FIRST COMMUNITY TRUST NA	0.02%	154	16.96K	154	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.04%	410	45.15K	2	+0.49%
Dec 31, 2023	ATLAS PRIVATE WEALTH ADVISORS	0.65%	6.05K	665.85K	698	+13.05%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.65%	6.12K	673.44K	0	0
Dec 31, 2023	FINANCIAL ENHANCEMENT GROUP LLC	0.75%	6.98K	764.86K	681	+10.81%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.76%	7.13K	784.87K	4.97K	+229.95%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.8%	7.43K	818.57K	1.02K	+15.94%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	1.07%	9.98K	1.1M	3.81K	+61.78%
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	1.24%	11.55K	1.27M	-330	-2.78%
Dec 31, 2023	IGNITE PLANNERS, LLC	1.32%	12.3K	1.35M	4.37K	+55.17%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	1.32%	12.36K	1.36M	481	+4.05%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	55	6.06K	0	0
Dec 31, 2023	ROCKBRIDGE INVESTMENT MANAGEMENT, LCC	0.01%	82	9.03K	82	+100.00%
Dec 31, 2023	FMR LLC	0.01%	102	11.23K	102	+100.00%
Dec 31, 2023	NEW ENGLAND PRIVATE WEALTH ADVISORS LLC	0.43%	4.06K	447.33K	15	+0.37%
Dec 31, 2023	BANK OF MONTREAL /CAN/	1.37%	12.84K	1.42M	12.5K	+3,601.15%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.59%	14.87K	1.64M	148	+1.01%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	1.79%	16.73K	1.84M	-706	-4.05%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.84%	17.17K	1.89M	2.58K	+17.64%
Dec 31, 2023		0.2%	1.91K	210.79K	1.91K	+100.00%

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