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

Who are the major shareholders selling Global X - Social Media ETF stock?

SALEM INVESTMENT COUNSELORS INC, in the last quarter, reduced its stake in SOCL by -33.99% restricting it's holding to 971 shares of worth nearly $42.62K. AMERIPRISE FINANCIAL INC also lessened -23.71% of the SOCL shares from its portfolio, reducing its holding to 4.84 thousand shares of worth $211.85K. ADVISOR GROUP HOLDINGS, INC. also shunned SOCL shares holding by -1.07% last quarter which brought its holding to 6.65 thousand shares worth $291.64K.

Investors who are buying SOCL stock?

As per its latest 13F filing, FMR LLC increased its stake in SOCL by 81.17% in the last quarter. The institutional holder raised its holding to 2.7 thousand shares having worth more than $118.40K. WELLS FARGO & COMPANY/MN also added 5.09% more shares of SOCL to its portfolio, raising its holding to 5.06 thousand shares of worth $221.54K. MERCER GLOBAL ADVISORS INC /ADV also increased its SOCL shares holding by 100% which brought its holding to 78 shares worth $3.43K.

SOCL's major insiders: who are they?

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

Did an insider recently sell SOCL stock?

Company executives, directors, and other insiders own N/A percent of Global X - Social Media ETF's stock. Within the last six months, there have been 0 transaction(s) in which SOCL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SOCL stock?

There have been 0 transaction(s) during the past 6-months in which Global X - Social Media ETF insiders have bought stock, totalling 0 shares

How much of SOCL does insiders own?

Around 0 Global X - Social Media ETF shares are held by insiders, which represents about N/A of SOCL stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SOCL?

FOUNDERS CAPITAL MANAGEMENT is the largest institutional owner in SOCL which holds 200 shares worth $8.76K or 0.01% of the total SOCL shares outstanding followed by CREATIVE FINANCIAL DESIGNS INC /ADV with ownership of 313 shares representing 0.02% of the SOCL ownership. ALLWORTH FINANCIAL LP is the third largest stakeholder with 350 shares or 0.02% of the ownership worth more than $15.33K.

Is Global X - Social Media 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 SOCL is concerned, it is a stock which is optionable.

Is there a short position on SOCL's shares?

Number of SOCL 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 SOCL shares are there?

As of today, null shares of SOCL are outstanding.

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

SOCL 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 SOCL is null.

Global X - Social Media ETF (SOCL) 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. FOUNDERS CAPITAL MANAGEMENT is the top corporate investor, holding 200 shares valued at $8.76K. A 0.01% stake in Global X - Social Media ETF is owned by the company. CREATIVE FINANCIAL DESIGNS INC /ADV owns 313 shares valued at $13.71K, which translates its holding of 0.02% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	FOUNDERS CAPITAL MANAGEMENT	0.01%	200	8.76K	0	0
Jun 30, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.02%	313	13.71K	0	0
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.02%	350	15.33K	0	0
Jun 30, 2026	FIFTH THIRD BANCORP	0.02%	417	18.27K	0	0
Jun 30, 2026	BLAIR WILLIAM & CO/IL	0.02%	421	18.44K	0	0
Jun 30, 2026	BELL INVESTMENT ADVISORS, INC	0.03%	575	25.19K	0	0
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.04%	739	32.38K	0	0
Jun 30, 2026	SALEM INVESTMENT COUNSELORS INC	0.05%	971	42.62K	-500	-33.99%
Jun 30, 2026	FMR LLC	0.14%	2.7K	118.4K	1.21K	+81.17%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.25%	4.84K	211.85K	-1.5K	-23.71%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.26%	5.06K	221.54K	245	+5.09%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0%	78	3.43K	78	+100.00%
Jun 30, 2026	TRADEWINDS, LLC.	0.27%	5.11K	266.3K	5.11K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.35%	6.65K	291.64K	-72	-1.07%
Jun 30, 2026	JANE STREET GROUP, LLC	0.42%	8.03K	351.92K	-12.5K	-60.88%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.44%	8.51K	373K	-1.39K	-14.01%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.54%	10.4K	455.53K	-8.08K	-43.73%
Jun 30, 2026	JPMORGAN CHASE & CO	0%	91	3.99K	50	+121.95%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	15.26%	291.98K	12.79M	55.67K	+23.56%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0%	0	-	-4.75K	-100.00%
Jun 30, 2026	CORECAP ADVISORS, LLC	0%	1	44	0	0
Jun 30, 2026	LARSON FINANCIAL GROUP LLC	0%	18	789	0	0
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	59	2.59K	-541	-90.17%
Jun 30, 2026	US BANCORP \DE\	0.05%	1K	43.81K	0	0
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	1.04K	45.39K	0	0
Jun 30, 2026	PARALLEL ADVISORS, LLC	0.07%	1.38K	60.24K	-4.53K	-76.69%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-71	-100.00%
Jun 30, 2026	HARBOR INVESTMENT ADVISORY, LLC	0%	0	-	-2	-100.00%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.34%	6.59K	289K	-5.56K	-45.77%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.26%	5.28K	231.18K	-244	-4.42%
Jun 30, 2026	SOA WEALTH ADVISORS, LLC.	0.57%	10.89K	477.11K	-496	-4.36%
Jun 30, 2026	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.93%	17.86K	783.94K	-1.17K	-6.12%
Jun 30, 2026	UBS GROUP AG	0.93%	17.87K	782.65K	155	+0.88%
Jun 30, 2026	AAFMAA WEALTH MANAGEMENT & TRUST LLC	1.33%	25.42K	1.11M	1.23K	+5.08%
Jun 30, 2026	SPIRE WEALTH MANAGEMENT	0%	0	-	-205	-100.00%
Jun 30, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0%	62	2.72K	11	+21.57%
Jun 30, 2026	STIFEL FINANCIAL CORP	0%	0	-	-22.91K	-100.00%
Jun 30, 2026	GOLDEN STATE EQUITY PARTNERS	0%	0	-	-5	-100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0%	0	-	-5.93K	-100.00%
Jun 30, 2026	MANCHESTER CAPITAL MANAGEMENT LLC	0.14%	2.7K	118.29K	0	0
Jun 30, 2026	LPL FINANCIAL LLC	1.81%	34.68K	1.52M	423	+1.24%
Jun 30, 2026	DAIWA SECURITIES GROUP INC.	2.35%	45K	1.97M	0	0
Jun 30, 2026	VIRTU FINANCIAL LLC	0%	0	-	-21.14K	-100.00%
Jun 30, 2026	BAIRD FINANCIAL GROUP, INC.	0%	0	-	-4.78K	-100.00%
Jun 30, 2026	MORGAN STANLEY	2.52%	48.27K	2.11M	-7.12K	-12.85%
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	6.41%	122.59K	5.37M	-9.09K	-6.91%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0%	1	44	1	+100.00%
Jun 30, 2026	SBI SECURITIES CO., LTD.	0%	60	2.63K	4	+7.14%
Jun 30, 2026	TOTH FINANCIAL ADVISORY CORP	0%	0	-	-19	-100.00%
Jun 30, 2026	STEIGERWALD, GORDON & KOCH INC.	0.01%	98	4.29K	0	0
Jun 30, 2026	TD WATERHOUSE CANADA INC.	0.01%	100	4.53K	0	0
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	120	5.26K	10	+9.09%
Jun 30, 2026	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.01%	161	7.06K	0	0
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	6.98%	131.68K	5.7M	-100.83K	-43.37%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.03%	600	25.98K	0	0
Mar 31, 2026	HARBOR INVESTMENT ADVISORY, LLC	0%	2	87	2	+100.00%
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0%	5	216	5	+100.00%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0%	18	779	0	0
Mar 31, 2026	TOTH FINANCIAL ADVISORY CORP	0%	19	823	0	0
Mar 31, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0%	51	2.21K	0	0
Mar 31, 2026	SBI SECURITIES CO., LTD.	0%	56	2.43K	1	+1.82%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0%	71	3.07K	71	+100.00%
Mar 31, 2026	TD WATERHOUSE CANADA INC.	0.01%	100	4.32K	100	+100.00%
Mar 31, 2026	FOUNDERS CAPITAL MANAGEMENT	0.01%	200	8.66K	0	0
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.01%	205	8.86K	1	+0.49%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.02%	313	13.55K	0	0
Mar 31, 2026	FIFTH THIRD BANCORP	0.02%	417	18.06K	167	+66.80%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.02%	421	18.23K	6	+1.45%
Mar 31, 2026	BELL INVESTMENT ADVISORS, INC	0.03%	575	24.9K	0	0
Mar 31, 2026	DAIWA SECURITIES GROUP INC.	2.38%	45K	1.95M	-60K	-57.14%
Mar 31, 2026	ROSSBY FINANCIAL, LCC	0%	0	-	-182	-100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-2.28K	-100.00%
Mar 31, 2026	GREAT DIAMOND PARTNERS, LLC	0%	0	-	-46.4K	-100.00%
Mar 31, 2026	VALEO FINANCIAL ADVISORS, LLC	0%	0	-	-3.99K	-100.00%
Mar 31, 2026	VIRTU FINANCIAL LLC	1.12%	21.14K	915K	14.85K	+236.15%
Mar 31, 2026	JPMORGAN CHASE & CO	0%	41	1.7K	0	0
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.04%	739	32K	200	+37.11%
Mar 31, 2026	US BANCORP \DE\	0.05%	1K	43.3K	0	0
Mar 31, 2026	SALEM INVESTMENT COUNSELORS INC	0.08%	1.47K	63.7K	1.47K	+100.00%
Mar 31, 2026	MANCHESTER CAPITAL MANAGEMENT LLC	0.14%	2.7K	116.91K	0	0
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.25%	4.75K	205.44K	-746	-13.59%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.25%	4.81K	208.37K	-9.82K	-67.12%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.29%	5.52K	239.05K	123	+2.28%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.05%	1.04K	44.86K	-1.68K	-61.83%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.25%	4.78K	207.11K	-3.83K	-44.45%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.31%	5.9K	255.47K	5K	+555.56%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.31%	5.93K	256.96K	-17	-0.29%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.64%	12.15K	526K	-8.57K	-41.35%
Mar 31, 2026	JANE STREET GROUP, LLC	1.09%	20.54K	889.17K	14.35K	+232.17%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.21%	22.91K	991.8K	-6.66K	-22.52%
Mar 31, 2026	AAFMAA WEALTH MANAGEMENT & TRUST LLC	1.28%	24.19K	1.05M	15.51K	+178.75%
Mar 31, 2026	LPL FINANCIAL LLC	1.81%	34.25K	1.48M	3.58K	+11.67%
Mar 31, 2026	STEIGERWALD, GORDON & KOCH INC.	0.01%	98	4.24K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	110	4.76K	0	0
Mar 31, 2026	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.01%	161	6.96K	1	+0.63%
Mar 31, 2026	SOA WEALTH ADVISORS, LLC.	0.6%	11.39K	493.04K	-1.27K	-10.05%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	12.52%	236.31K	10.23M	19.33K	+8.91%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.02%	350	15.16K	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-5.06K	-100.00%
Mar 31, 2026	CORECAP ADVISORS, LLC	0%	1	43	0	0
Mar 31, 2026	CWM, LLC	0.02%	350	15.16K	50	+16.67%
Mar 31, 2026	FMR LLC	0.08%	1.49K	64.61K	24	+1.63%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.26%	6.34K	274.47K	654	+11.50%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.36%	6.72K	291.3K	-144	-2.10%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.52%	9.89K	428K	-7.86K	-44.27%
Mar 31, 2026	UBS GROUP AG	0.94%	17.71K	766.84K	-5.92K	-25.07%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.98%	18.48K	800.15K	9.89K	+115.22%
Mar 31, 2026	JOSEPH P. LUCIA & ASSOCIATES, LLC	1.01%	19.03K	823.83K	-692	-3.51%
Mar 31, 2026	MORGAN STANLEY	2.93%	55.39K	2.4M	-18.91K	-25.45%
Dec 31, 2025	ROSSBY FINANCIAL, LCC	0.01%	182	10.05K	0	0
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.01%	204	11.27K	0	0
Dec 31, 2025	FOUNDERS CAPITAL MANAGEMENT	0.01%	200	11.04K	0	0
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	313	17.28K	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.01%	350	19.33K	0	0
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.02%	415	22.91K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.02%	539	29.76K	-94	-14.85%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.02%	600	33.13K	0	0
Dec 31, 2025	US BANCORP \DE\	0.04%	1K	55.21K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	2.28K	125.6K	2.28K	+100.00%
Dec 31, 2025	MANCHESTER CAPITAL MANAGEMENT LLC	0.11%	2.7K	149.08K	0	0
Dec 31, 2025	VALEO FINANCIAL ADVISORS, LLC	0.16%	3.99K	220.14K	0	0
Dec 31, 2025	GLOBALT INVESTMENTS LLC / GA	0.19%	4.5K	248.46K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.22%	5.49K	303.17K	-5.01K	-47.72%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.23%	5.95K	328.6K	2.07K	+53.49%
Dec 31, 2025	JANE STREET GROUP, LLC	0.26%	6.18K	341.33K	-6.58K	-51.56%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	6.87K	379.5K	376	+5.79%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.33%	8.59K	474.06K	-192	-2.19%
Dec 31, 2025	AAFMAA WEALTH MANAGEMENT & TRUST LLC	0.36%	8.68K	479.19K	8.68K	+100.00%
Dec 31, 2025	SOA WEALTH ADVISORS, LLC.	0.52%	12.66K	698.92K	-858	-6.35%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.56%	14.64K	808.1K	72	+0.49%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.67%	17.75K	980K	11.75K	+195.78%
Dec 31, 2025	GTS SECURITIES LLC	0.75%	19.84K	1.1M	12.29K	+162.86%
Dec 31, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.82%	19.72K	1.09M	-673	-3.30%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.86%	20.71K	1.14M	-1.09K	-4.99%
Dec 31, 2025	UBS GROUP AG	0.9%	23.63K	1.3M	-1.21K	-4.86%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.17%	29.56K	1.63M	43	+0.15%
Dec 31, 2025	LPL FINANCIAL LLC	1.22%	30.67K	1.69M	-1.83K	-5.64%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	8.25%	216.97K	11.98M	20.78K	+10.59%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-164	-100.00%
Dec 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	0	-	-36.66K	-100.00%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	51	2.82K	0	0
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.03%	900	49.69K	900	+100.00%
Dec 31, 2025	FMR LLC	0.06%	1.47K	81.06K	13	+0.89%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	2.71K	149.89K	879	+47.90%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.21%	5.4K	298.02K	-838	-13.44%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.23%	5.69K	313.86K	860	+17.82%
Dec 31, 2025	VIRTU FINANCIAL LLC	0.26%	6.29K	347K	6.29K	+100.00%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.33%	8.61K	475.38K	-2.19K	-20.25%
Dec 31, 2025	GREAT DIAMOND PARTNERS, LLC	1.84%	46.4K	2.56M	4.58K	+10.96%
Dec 31, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0%	0	-	-43.1K	-100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	5.06K	279.46K	-5.14K	-50.41%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	8.84%	232.51K	12.84M	-13.67K	-5.55%
Dec 31, 2025	DAIWA SECURITIES GROUP INC.	4.16%	105K	5.8M	-150K	-58.82%
Dec 31, 2025	BELL INVESTMENT ADVISORS, INC	0.02%	575	31.75K	0	0
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-71	-100.00%
Dec 31, 2025	FIFTH THIRD BANCORP	0.01%	250	13.8K	0	0
Dec 31, 2025	MORGAN STANLEY	2.82%	74.31K	4.1M	-4.08K	-5.21%
Dec 31, 2025	CWM, LLC	0.01%	300	17K	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-3.4K	-100.00%
Dec 31, 2025	SALEM INVESTMENT COUNSELORS INC	0%	0	-	-1.51K	-100.00%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0%	0	-	-3.32K	-100.00%
Dec 31, 2025	SEI INVESTMENTS CO	0%	0	-	-8.18K	-100.00%
Dec 31, 2025	CORECAP ADVISORS, LLC	0%	1	55	0	0
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0%	18	994	0	0
Dec 31, 2025	TOTH FINANCIAL ADVISORY CORP	0%	19	1.05K	19	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0%	41	2.26K	0	0
Dec 31, 2025	SBI SECURITIES CO., LTD.	0%	55	3.04K	-150	-73.17%
Dec 31, 2025	STEIGERWALD, GORDON & KOCH INC.	0%	98	5.41K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	110	6.07K	-54	-32.93%
Dec 31, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.01%	160	8.87K	0	0
Sep 30, 2025	BALLAST, INC.	0%	0	-	-20.85K	-100.00%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0%	71	4.31K	71	+100.00%
Sep 30, 2025	UBS GROUP AG	0.88%	24.84K	1.51M	734	+3.04%
Sep 30, 2025	JANE STREET GROUP, LLC	0.46%	12.76K	775.38K	3.75K	+41.59%
Sep 30, 2025	STEIGERWALD, GORDON & KOCH INC.	0%	98	5.95K	98	+100.00%
Sep 30, 2025	FMR LLC	0.05%	1.46K	88.37K	16	+1.11%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	41	2.49K	2	+5.13%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0%	18	1.09K	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	1	61	0	0
Sep 30, 2025	DAIWA SECURITIES GROUP INC.	9.08%	255K	15.49M	-60K	-19.05%
Sep 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	1.53%	43.1K	2.62M	43.1K	+100.00%
Sep 30, 2025	GREAT DIAMOND PARTNERS, LLC	1.49%	41.81K	2.54M	41.81K	+100.00%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.31%	36.66K	2.23M	36.66K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	1.16%	32.51K	1.97M	5.11K	+18.66%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.05%	29.52K	1.79M	63	+0.21%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.78%	21.8K	1.33M	2.08K	+10.56%
Sep 30, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.73%	20.39K	1.24M	-455	-2.18%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.38%	10.8K	655.88K	-2.3K	-17.56%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.37%	10.5K	638.09K	-655	-5.87%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.36%	10.21K	620K	3.35K	+48.91%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	8.78K	533.28K	-2.6K	-22.88%
Sep 30, 2025	SEI INVESTMENTS CO	0.29%	8.18K	496.6K	2.59K	+46.27%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.23%	6.49K	390.08K	8	+0.12%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.22%	6.24K	378.83K	-825	-11.68%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.21%	6K	365K	550	+10.09%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.17%	4.83K	293.11K	269	+5.90%
Sep 30, 2025	GLOBALT INVESTMENTS LLC / GA	0.16%	4.5K	273.39K	0	0
Sep 30, 2025	VALEO FINANCIAL ADVISORS, LLC	0.14%	3.99K	242.23K	8	+0.20%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.14%	3.88K	235.56K	-814	-17.35%
Sep 30, 2025	CITADEL ADVISORS LLC	0.12%	3.4K	206.44K	-2.24K	-39.77%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.12%	3.32K	201.37K	3.32K	+100.00%
Sep 30, 2025	MANCHESTER CAPITAL MANAGEMENT LLC	0.1%	2.7K	164.03K	0	0
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.01%	415	25.21K	0	0
Sep 30, 2025	FIFTH THIRD BANCORP	0.01%	250	15.19K	0	0
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.01%	205	12.45K	0	0
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	204	12.4K	33	+19.30%
Sep 30, 2025	FOUNDERS CAPITAL MANAGEMENT	0.01%	200	12.15K	0	0
Sep 30, 2025	ROSSBY FINANCIAL, LCC	0.01%	182	10.91K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	164	9.96K	164	+100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	164	9.96K	-96	-36.92%
Sep 30, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.01%	160	9.74K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.52%	14.56K	884.82K	10.12K	+227.50%
Sep 30, 2025	SOA WEALTH ADVISORS, LLC.	0.49%	13.52K	821.16K	12	+0.09%
Sep 30, 2025	GTS SECURITIES LLC	0.27%	7.55K	458.5K	7.55K	+100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	1.84K	111.53K	1.84K	+100.00%
Sep 30, 2025	SALEM INVESTMENT COUNSELORS INC	0.05%	1.51K	91.86K	0	0
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.02%	600	36.45K	400	+200.00%
Sep 30, 2025	BELL INVESTMENT ADVISORS, INC	0.02%	575	34.93K	0	0
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.01%	350	21.26K	0	0
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	313	19.02K	0	0
Sep 30, 2025	CWM, LLC	0.01%	300	18K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	8.77%	246.18K	14.96M	-7.52K	-2.96%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	6.99%	196.2K	11.92M	115	+0.06%
Sep 30, 2025	MORGAN STANLEY	2.79%	78.39K	4.76M	-1.98K	-2.46%
Sep 30, 2025	US BANCORP \DE\	0.04%	1K	60.75K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.02%	633	38.46K	-100	-13.64%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	51	3.1K	0	0
Jun 30, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.01%	160	8.57K	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0%	0	-	-2	-100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.45%	11.16K	596.2K	1.51K	+15.64%
Jun 30, 2025	FIFTH THIRD BANCORP	0.01%	250	13.36K	0	0
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	260	13.89K	-958	-78.65%
Jun 30, 2025	CWM, LLC	0.01%	300	16K	0	0
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0.02%	415	22.17K	-52	-11.13%
Jun 30, 2025	US BANCORP \DE\	0.04%	1K	53.43K	0	0
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	51	2.73K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.01%	350	18.7K	0	0
Jun 30, 2025	VALEO FINANCIAL ADVISORS, LLC	0.16%	3.98K	212.59K	3.98K	+100.00%
Jun 30, 2025	GLOBALT INVESTMENTS LLC / GA	0.18%	4.5K	240.44K	4.5K	+100.00%
Jun 30, 2025	VIRTU FINANCIAL LLC	0.67%	16.71K	893K	16.71K	+100.00%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	171	9.14K	0	0
Jun 30, 2025	FOUNDERS CAPITAL MANAGEMENT	0.01%	200	10.69K	0	0
Jun 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	200	10.69K	0	0
Jun 30, 2025		0.01%	182	9.72K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	6.48K	346.77K	2.54K	+64.37%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.19%	4.69K	250.63K	-2.78K	-37.23%
Jun 30, 2025	MANCHESTER CAPITAL MANAGEMENT LLC	0.11%	2.7K	144.26K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.18%	4.45K	237.59K	479	+12.07%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.18%	4.56K	243.41K	4.56K	+100.00%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.22%	5.45K	291K	5.45K	+100.00%
Jun 30, 2025	SEI INVESTMENTS CO	0.23%	5.59K	298.6K	5.59K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.28%	6.85K	366K	-6.06K	-46.92%
Jun 30, 2025	JANE STREET GROUP, LLC	0.36%	9.01K	481.62K	9.01K	+100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.23%	5.64K	301.45M	5.64K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.46%	11.38K	608.14K	11.38K	+100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.8%	19.72K	1.05M	-4.01K	-16.91%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.53%	13.1K	699.72K	-1.59K	-10.83%
Jun 30, 2025	UBS GROUP AG	0.97%	24.11K	1.29M	-5.32K	-18.07%
Jun 30, 2025	LPL FINANCIAL LLC	1.11%	27.4K	1.46M	-1.29K	-4.48%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.19%	29.46K	1.57M	564	+1.95%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	7.91%	196.08K	10.48M	-11.93K	-5.73%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	10.24%	253.7K	13.56M	-38.23K	-13.10%
Jun 30, 2025	DAIWA SECURITIES GROUP INC.	12.71%	315K	16.83M	-50K	-13.70%
Jun 30, 2025	BALLAST, INC.	0.84%	20.85K	1.11M	20.85K	+100.00%
Jun 30, 2025	MORGAN STANLEY	3.24%	80.37K	4.29B	8.81K	+12.31%
Jun 30, 2025	FMR LLC	0.06%	1.44K	76.89K	-341	-19.16%
Jun 30, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.84%	20.85K	1.11M	-745	-3.45%
Jun 30, 2025	ROSSBY FINANCIAL, LCC	0.01%	182	9.72K	0	0
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	313	16.72K	0	0
Jun 30, 2025	BELL INVESTMENT ADVISORS, INC	0.02%	575	30.72K	0	0
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.03%	733	39.16K	-13	-1.74%
Jun 30, 2025	SALEM INVESTMENT COUNSELORS INC	0.06%	1.51K	80.95K	0	0
Jun 30, 2025	SOA WEALTH ADVISORS, LLC.	0.54%	13.51K	721.57K	0	0
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.28%	7.06K	377.28K	-197	-2.71%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0.01%	205	10.95K	0	0
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	0	-	-56	-100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	1	53	0	0
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0%	18	962	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0%	39	2.08K	-110	-73.83%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.3%	7.47K	327.61K	7.47K	+100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.16%	3.97K	173.96K	57	+1.46%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	3.94K	172.94K	146	+3.85%
Mar 31, 2025	MANCHESTER CAPITAL MANAGEMENT LLC	0.11%	2.7K	118.37K	0	0
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.01%	171	7.5K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	9.65K	423.04K	-462	-4.57%
Mar 31, 2025		0%	0	-	-223	-100.00%
Mar 31, 2025	VENTURI WEALTH MANAGEMENT, LLC	0%	0	-	-57	-100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0%	0	-	-3.1K	-100.00%
Mar 31, 2025	CORECAP ADVISORS, LLC	0%	1	44	0	0
Mar 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-28.23K	-100.00%
Mar 31, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.01%	160	7.02K	0	0
Mar 31, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.88%	21.59K	946.55K	-414	-1.88%
Mar 31, 2025	BELL INVESTMENT ADVISORS, INC	0.02%	575	25.21K	0	0
Mar 31, 2025	FMR LLC	0.07%	1.78K	78.06K	26	+1.48%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.97%	23.73K	1.04M	1.25K	+5.57%
Mar 31, 2025	SOA WEALTH ADVISORS, LLC.	0.55%	13.51K	592.06K	0	0
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.6%	14.69K	643.88K	-870	-5.59%
Mar 31, 2025	LPL FINANCIAL LLC	1.17%	28.68K	1.26M	3.54K	+14.06%
Mar 31, 2025	UBS GROUP AG	1.2%	29.42K	1.29M	237	+0.81%
Mar 31, 2025	MORGAN STANLEY	2.91%	71.56K	3.14M	15.7K	+28.10%
Mar 31, 2025	DAIWA SECURITIES GROUP INC.	14.87%	365K	16M	0	0
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.01%	350	15.18K	0	0
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.03%	746	32.71K	13	+1.77%
Mar 31, 2025	SALEM INVESTMENT COUNSELORS INC	0.06%	1.51K	66.29K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.53%	12.91K	566K	5.06K	+64.48%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	8.47%	208.01K	9.12M	-5.56K	-2.60%
Mar 31, 2025	FOUNDERS CAPITAL MANAGEMENT	0.01%	200	8.77K	0	0
Mar 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	200	8.77K	0	0
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	11.89%	291.93K	12.8M	-2.36K	-0.80%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.18%	28.89K	1.27M	28.89K	+100.00%
Mar 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0%	0	-	-13	-100.00%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0%	2	88	2	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0.01%	149	6.53K	0	0
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	0%	18	789	0	0
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	51	2.24K	0	0
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	56	2.14K	56	+100.00%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.02%	467	20.47K	0	0
Mar 31, 2025	US BANCORP \DE\	0.04%	1K	43.84K	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	1.22K	53.4K	-969	-44.31%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	313	13.72K	-8	-2.49%
Mar 31, 2025	CWM, LLC	0.01%	300	13K	0	0
Mar 31, 2025	FIFTH THIRD BANCORP	0.01%	250	10.96K	250	+100.00%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.3%	7.26K	318.2K	25	+0.35%
Mar 31, 2024	MANCHESTER CAPITAL MANAGEMENT LLC	0.08%	2.7K	108.76K	700	+35.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.19%	8.17K	328.97K	1.71K	+26.56%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	6.98K	281K	6.98K	+100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0%	0	-	-99	-100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-144	-100.00%
Mar 31, 2024	GRADIENT INVESTMENTS LLC	0%	0	-	-255	-100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0%	0	-	-5.62K	-100.00%
Mar 31, 2024	ASSETMARK, INC	0%	0	-	-5.56K	-100.00%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0%	0	-	-66	-100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0%	0	-	-5.66K	-100.00%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0%	1	26	0	0
Mar 31, 2024	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0%	2	81	2	+100.00%
Mar 31, 2024	M&R CAPITAL MANAGEMENT INC	0%	15	604	0	0
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0%	36	1.45K	0	0
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	68	2.74K	-242	-78.06%
Mar 31, 2024	VENTURI WEALTH MANAGEMENT, LLC	0%	57	2.3K	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0%	149	6K	0	0
Mar 31, 2024	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0%	160	6.43K	1	+0.63%
Mar 31, 2024	IMPACT PARTNERSHIP WEALTH, LLC	0.01%	200	8.06K	0	0
Mar 31, 2024	FOUNDERS CAPITAL MANAGEMENT	0.01%	200	8.06K	0	0
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	200	8.06K	0	0
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.01%	201	8.1K	0	0
Mar 31, 2024	CWM, LLC	0.01%	300	12K	0	0
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.01%	350	14.1K	0	0
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.01%	467	18.81K	82	+21.30%
Mar 31, 2024	TOMPKINS FINANCIAL CORP	0.02%	500	20.14K	0	0
Mar 31, 2024	BELL INVESTMENT ADVISORS, INC	0.02%	575	23.16K	-266	-31.63%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	577	23.24K	0	0
Mar 31, 2024	FMR LLC	0.02%	972	39.16K	440	+82.71%
Mar 31, 2024	US BANCORP \DE\	0.02%	1K	40.28K	0	0
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.02%	799	32.18K	-38	-4.54%
Mar 31, 2024	SALEM INVESTMENT COUNSELORS INC	0.05%	1.58K	63.8K	-50	-3.06%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	2.21K	88.83K	25	+1.15%
Mar 31, 2024	CITADEL ADVISORS LLC	0.06%	2.5K	100.7K	2.5K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.08%	3.53K	142.32K	-401	-10.19%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.15%	6.39K	257.49K	2.36K	+58.41%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.19%	6.23K	251.07K	6.23K	+100.00%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.25%	8.19K	330.01K	-341	-4.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.28%	12.13K	489K	75	+0.62%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.29%	12.2K	491.38K	2.61K	+27.21%
Mar 31, 2024	JANE STREET GROUP, LLC	0.34%	14.63K	589.14K	-29.85K	-67.11%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.35%	11.48K	462.41K	0	0
Mar 31, 2024	SOA WEALTH ADVISORS, LLC.	0.43%	13.92K	560.71K	7	+0.05%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.51%	16.67K	671.51K	300	+1.83%
Mar 31, 2024	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.77%	25.21K	1.02M	0	0
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.11%	47.19K	1.9M	33.96K	+256.83%
Mar 31, 2024	UBS GROUP AG	1.19%	50.66K	2.04M	374	+0.74%
Mar 31, 2024	MORGAN STANLEY	1.48%	63.13K	2.54M	1.63K	+2.66%
Mar 31, 2024	LPL FINANCIAL LLC	1.74%	73.94K	2.98M	6.39K	+9.47%
Mar 31, 2024	NBC SECURITIES, INC.	2.01%	65.65K	2.64M	42.6K	+184.81%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	4.15%	135.67K	4.95M	135.67K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	4.56%	194.49K	7.83M	3.56K	+1.87%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	11.99%	511.11K	20.59M	-71.89K	-12.33%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.16%	5.25K	211.5K	5.25K	+100.00%
Mar 31, 2024	DAIWA SECURITIES GROUP INC.	24.91%	815K	32.83M	0	0
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	2.18K	88.01K	-1	-0.05%
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0.02%	837	33.79K	-35	-4.01%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.02%	577	23.29K	0	0
Dec 31, 2023	FMR LLC	0.01%	532	21.47K	100	+23.15%
Dec 31, 2023	TOMPKINS FINANCIAL CORP	0.01%	500	20.19K	0	0
Dec 31, 2023	BLAIR WILLIAM & CO/IL	0.01%	385	15.54K	0	0
Dec 31, 2023	BELL INVESTMENT ADVISORS, INC	0.02%	841	33.95K	841	+100.00%
Dec 31, 2023	US BANCORP \DE\	0.03%	1K	40.37K	0	0
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.04%	1.48K	59.63K	0	0
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.01%	350	14.13K	0	0
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	310	12.52K	295	+1,966.67%
Dec 31, 2023	CWM, LLC	0.01%	300	12K	0	0
Dec 31, 2023	GRADIENT INVESTMENTS LLC	0.01%	255	10.31K	0	0
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.01%	201	7.81K	-640	-76.10%
Dec 31, 2023	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	200	8.07K	200	+100.00%
Dec 31, 2023	FOUNDERS CAPITAL MANAGEMENT	0.01%	200	8.07K	0	0
Dec 31, 2023		0.01%	200	8.07K	0	0
Dec 31, 2023	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0%	159	6.44K	0	0
Dec 31, 2023	JPMORGAN CHASE & CO	0%	149	6.01K	149	+100.00%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0%	144	5.81K	144	+100.00%
Dec 31, 2023	PACIFIC CAPITAL WEALTH ADVISORS, INC	0%	100	4.04K	100	+100.00%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0%	99	4K	0	0
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0%	66	3K	0	0
Dec 31, 2023	VENTURI WEALTH MANAGEMENT, LLC	0%	57	2.3K	0	0
Dec 31, 2023	LARSON FINANCIAL GROUP LLC	0%	36	1.45K	0	0
Dec 31, 2023	M&R CAPITAL MANAGEMENT INC	0%	15	606	0	0
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0%	1	26	1	+100.00%
Dec 31, 2023	DAIWA SECURITIES GROUP INC.	21.34%	815K	32.9M	100K	+13.99%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	15.27%	582.99K	23.54M	-24.42K	-4.02%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	5%	190.93K	7.71M	6.34K	+3.44%
Dec 31, 2023	LPL FINANCIAL LLC	1.77%	67.54K	2.73M	-443	-0.65%
Dec 31, 2023	MORGAN STANLEY	1.61%	61.5K	2.48M	8.13K	+15.23%
Dec 31, 2023	UBS GROUP AG	1.32%	50.29K	2.03M	9.44K	+23.10%
Dec 31, 2023	JANE STREET GROUP, LLC	1.16%	44.47K	1.8M	11.38K	+34.38%
Dec 31, 2023	JOSEPH P. LUCIA & ASSOCIATES, LLC	0.66%	25.21K	1.02M	-290	-1.14%
Dec 31, 2023	NBC SECURITIES, INC.	0.6%	23.05K	930K	550	+2.44%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.43%	16.37K	660.9K	-300	-1.80%
Dec 31, 2023	SOA WEALTH ADVISORS, LLC.	0.36%	13.91K	561.65K	0	0
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	13.22K	534K	1.97K	+17.54%
Dec 31, 2023	ROYAL BANK OF CANADA	0.32%	12.05K	487K	-70	-0.58%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.22%	8.53K	344.53K	-20	-0.23%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.17%	6.45K	260.51K	6.45K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.15%	5.66K	228.4K	-529	-8.55%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.15%	5.62K	227.04K	0	0
Dec 31, 2023	ASSETMARK, INC	0.15%	5.56K	224.62K	2.81K	+102.03%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.11%	4.04K	162.88K	-8.16K	-66.92%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.1%	3.93K	158.8K	-275	-6.53%
Dec 31, 2023	SALEM INVESTMENT COUNSELORS INC	0.04%	1.63K	66.05K	-156	-8.72%
Dec 31, 2023	MANCHESTER CAPITAL MANAGEMENT LLC	0.05%	2K	80.74K	0	0

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