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

Who are the major shareholders selling Sovereign's Capital Flourish Fund stock?

RONALD BLUE TRUST, INC., in the last quarter, reduced its stake in SOVF by -3.48% restricting it's holding to 90.86 thousand shares of worth nearly $2.70M. ATRIA INVESTMENTS, INC also lessened -29.8% of the SOVF shares from its portfolio, reducing its holding to 26.59 thousand shares of worth $790.23K. KEEL POINT, LLC also shunned SOVF shares holding by -39.24% last quarter which brought its holding to 38.65 thousand shares worth $1.15M.

Investors who are buying SOVF stock?

As per its latest 13F filing, BARE FINANCIAL SERVICES, INC increased its stake in SOVF by 4% in the last quarter. The institutional holder raised its holding to 150.99 thousand shares having worth more than $4.49M. ONEASCENT WEALTH MANAGEMENT LLC also added 15.91% more shares of SOVF to its portfolio, raising its holding to 74.06 thousand shares of worth $2.20M. ARETE WEALTH ADVISORS, LLC also increased its SOVF shares holding by 0.16% which brought its holding to 21.92 thousand shares worth $650.71K.

SOVF's major insiders: who are they?

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

Did an insider recently sell SOVF stock?

Company executives, directors, and other insiders own N/A percent of Sovereign's Capital Flourish Fund's stock. Within the last six months, there have been 0 transaction(s) in which SOVF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SOVF stock?

There have been 0 transaction(s) during the past 6-months in which Sovereign's Capital Flourish Fund insiders have bought stock, totalling 0 shares

How much of SOVF does insiders own?

Around 0 Sovereign's Capital Flourish Fund shares are held by insiders, which represents about N/A of SOVF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in SOVF?

BARE FINANCIAL SERVICES, INC is the largest institutional owner in SOVF which holds 150.99 thousand shares worth $4.49M or 4.94% of the total SOVF shares outstanding followed by RONALD BLUE TRUST, INC. with ownership of 90.86 thousand shares representing 2.97% of the SOVF ownership. ONEASCENT WEALTH MANAGEMENT LLC is the third largest stakeholder with 74.06 thousand shares or 2.42% of the ownership worth more than $2.20M.

Is Sovereign's Capital Flourish Fund 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 SOVF is concerned, it is a stock which is not optionable.

Is there a short position on SOVF's shares?

Number of SOVF 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 SOVF shares are there?

As of today, null shares of SOVF are outstanding.

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

SOVF 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 SOVF is null.

Sovereign's Capital Flourish Fund (SOVF) 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. BARE FINANCIAL SERVICES, INC is the top corporate investor, holding 150.99K shares valued at $4.49M. A 4.94% stake in Sovereign's Capital Flourish Fund is owned by the company. RONALD BLUE TRUST, INC. owns 90.86K shares valued at $2.70M, which translates its holding of 2.97% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	BARE FINANCIAL SERVICES, INC	4.94%	150.99K	4.49M	5.8K	+4.00%
Jun 30, 2026	RONALD BLUE TRUST, INC.	2.97%	90.86K	2.7M	-3.28K	-3.48%
Jun 30, 2026	ONEASCENT WEALTH MANAGEMENT LLC	2.42%	74.06K	2.2M	10.16K	+15.91%
Jun 30, 2026	ARETE WEALTH ADVISORS, LLC	0.72%	21.92K	650.71K	36	+0.16%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	0.74%	22.65K	672.93K	0	0
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.87%	26.59K	790.23K	-11.29K	-29.80%
Jun 30, 2026	KEEL POINT, LLC	1.27%	38.65K	1.15M	-24.96K	-39.24%
Jun 30, 2026	VALUES FIRST ADVISORS, INC.	0.41%	12.44K	64.72K	12.44K	+100.00%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.36%	10.93K	322.06K	3.34K	+43.97%
Jun 30, 2026	ONEASCENT FAMILY OFFICE, LLC	0.32%	9.64K	286.37K	1.62K	+20.18%
Jun 30, 2026	MONETA GROUP INVESTMENT ADVISORS LLC	0.23%	7.04K	209.05K	7.04K	+100.00%
Jun 30, 2026	OPEROSE ADVISORS LLC	0.07%	2.02K	59.91K	0	0
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.02%	493	14.65K	0	0
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	100	2.97K	0	0
Jun 30, 2026	PENSIONMARK FINANCIAL GROUP, LLC	1.97%	60.28K	1.62M	0	0
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0%	40	1.2K	40	+100.00%
Jun 30, 2026	VANGUARD ADVISERS INC	0%	22	654	22	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-9.78K	-100.00%
Jun 30, 2026	BOS ASSET MANAGEMENT, LLC	1.79%	54.65K	1.62M	1.92K	+3.63%
Jun 30, 2026	BROWN ADVISORY INC	0.45%	13.81K	410.23K	-9.05K	-39.61%
Jun 30, 2026	GEOWEALTH MANAGEMENT, LLC	0%	0	-	-1	-100.00%
Jun 30, 2026	OPENARC CORPORATE ADVISORY, LLC	0.6%	18.3K	543.8K	0	0
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.57%	17.29K	513.7K	4.14K	+31.50%
Jun 30, 2026	JANE STREET GROUP, LLC	0%	0	-	-8.04K	-100.00%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0%	0	-	-172.56K	-100.00%
Jun 30, 2026	CORNERSTONE MANAGEMENT, INC.	19.89%	607.77K	18.06M	2.79K	+0.46%
Jun 30, 2026	EVERSOURCE WEALTH ADVISORS, LLC	13.39%	409.03K	12.15M	-191.69K	-31.91%
Jun 30, 2026	VIDENT ADVISORY, LLC	9.89%	302K	8.97M	1	0.00%
Jun 30, 2026	ICONIQ CAPITAL, LLC	7.01%	214.25K	6.37M	0	0
Jun 30, 2026	ONEASCENT FINANCIAL SERVICES LLC	5.42%	165.62K	4.92M	23.16K	+16.25%
Mar 31, 2026	BOS ASSET MANAGEMENT, LLC	1.73%	52.73K	1.41M	4.37K	+9.05%
Mar 31, 2026	VIDENT ADVISORY, LLC	9.89%	302K	8.1M	1.83K	+0.61%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	19.66%	600.71K	16.11M	145.55K	+31.98%
Mar 31, 2026	BARE FINANCIAL SERVICES, INC	4.75%	145.19K	3.89M	11.86K	+8.90%
Mar 31, 2026	ONEASCENT FINANCIAL SERVICES LLC	4.66%	142.46K	3.82M	15.01K	+11.78%
Mar 31, 2026	RONALD BLUE TRUST, INC.	3.08%	94.14K	2.52M	7.33K	+8.44%
Mar 31, 2026	BROWN ADVISORY INC	0.75%	22.86K	612.82K	-1.24K	-5.16%
Mar 31, 2026	ARETE WEALTH ADVISORS, LLC	0.72%	21.89K	587.26K	2.21K	+11.23%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.43%	13.15K	352.45K	3.69K	+38.99%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.02%	493	13.22K	-1.52K	-75.52%
Mar 31, 2026	OPEROSE ADVISORS LLC	0.07%	2.02K	54.05K	0	0
Mar 31, 2026	ONEASCENT FAMILY OFFICE, LLC	0.26%	8.02K	214.99K	-407	-4.83%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	1.97%	60.28K	1.62M	6.75K	+12.61%
Mar 31, 2026	ONEASCENT WEALTH MANAGEMENT LLC	2.09%	63.9K	1.71M	194	+0.30%
Mar 31, 2026	MONETA GROUP INVESTMENT ADVISORS LLC	0%	0	-	-8.94K	-100.00%
Mar 31, 2026	SILVER OAK SECURITIES, INCORPORATED	0%	0	-	-33.67K	-100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-820	-100.00%
Mar 31, 2026	GEOWEALTH MANAGEMENT, LLC	0%	1	27	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	100	2.68K	0	0
Mar 31, 2026	OPENARC CORPORATE ADVISORY, LLC	0.6%	18.3K	490.62K	0	0
Mar 31, 2026	ICONIQ CAPITAL, LLC	7.01%	214.25K	5.74M	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0.26%	8.04K	215.66K	8.04K	+100.00%
Mar 31, 2026	KEEL POINT, LLC	2.08%	63.61K	1.71M	3.12K	+5.16%
Mar 31, 2026		0.59%	18.3K	490.62K	0	0
Mar 31, 2026	ATRIA INVESTMENTS, INC	1.24%	37.88K	1.02M	295	+0.78%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.32%	9.78K	262.15K	-5.71K	-36.86%
Mar 31, 2026	VALUES FIRST ADVISORS, INC.	0%	0	-	-9.01K	-100.00%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0%	0	-	-115.67K	-100.00%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.25%	7.59K	201.39K	3.42K	+82.07%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	0.74%	22.65K	607.13K	0	0
Mar 31, 2026	CORNERSTONE MANAGEMENT, INC.	19.8%	604.97K	16.22M	18.4K	+3.14%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	5.65%	172.56K	4.63M	172.56K	+100.00%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.06%	2.01K	58.77K	47	+2.39%
Dec 31, 2025	OPEROSE ADVISORS LLC	0.06%	2.02K	58.83K	472	+30.57%
Dec 31, 2025	ARETE WEALTH ADVISORS, LLC	0.55%	19.68K	574K	-12.97K	-39.72%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.12%	4.17K	121.71K	4.17K	+100.00%
Dec 31, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.25%	8.94K	260.87K	0	0
Dec 31, 2025	VALUES FIRST ADVISORS, INC.	0.26%	9.01K	262.83K	9.01K	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.26%	9.46K	275.99K	1.54K	+19.49%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.98%	33.67K	988.67K	1.2K	+3.71%
Dec 31, 2025	ATRIA INVESTMENTS, INC	1.09%	37.59K	1.1M	-1.38K	-3.53%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3.35%	115.67K	3.46M	115.67K	+100.00%
Dec 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	3.63%	127.45K	3.72M	73.92K	+138.08%
Dec 31, 2025	BARE FINANCIAL SERVICES, INC	3.8%	133.33K	3.89M	26.2K	+24.46%
Dec 31, 2025	AIFG CONSULTANTS LTD.	0.22%	7.61K	222.06K	7.61K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.43%	15.49K	451.88K	560	+3.75%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.63%	22.65K	660.8K	0	0
Dec 31, 2025	ONEASCENT FAMILY OFFICE, LLC	0.24%	8.43K	245.87K	1.72K	+25.69%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	12.64%	455.16K	13.28M	-287.7K	-38.73%
Dec 31, 2025	CORNERSTONE MANAGEMENT, INC.	17.01%	586.57K	17.12M	41.86K	+7.68%
Dec 31, 2025	CREATIVEONE WEALTH, LLC	0%	0	-	-231.53K	-100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-694	-100.00%
Dec 31, 2025	VIDENT ADVISORY, LLC	8.34%	300.17K	8.76M	-116.77K	-28.01%
Dec 31, 2025	GEOWEALTH MANAGEMENT, LLC	0%	1	29	0	0
Dec 31, 2025	UBS GROUP AG	0%	0	-	-600	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-6.62K	-100.00%
Dec 31, 2025	BROWN ADVISORY INC	0.67%	24.1K	703.27K	5.53K	+29.75%
Dec 31, 2025	VALMARK ADVISERS, INC.	0%	0	-	-18.98K	-100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	100	2.92K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.02%	820	23.93K	0	0
Dec 31, 2025	BOS ASSET MANAGEMENT, LLC	1.4%	48.36K	1.41M	4.97K	+11.45%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	1.55%	53.53K	1.56M	5.31K	+11.01%
Dec 31, 2025	KEEL POINT, LLC	1.72%	60.49K	1.77M	94	+0.16%
Dec 31, 2025	ONEASCENT WEALTH MANAGEMENT LLC	1.81%	63.7K	1.86M	-17	-0.03%
Dec 31, 2025	RONALD BLUE TRUST, INC.	2.52%	86.81K	2.53M	5.87K	+7.26%
Dec 31, 2025	ICONIQ CAPITAL, LLC	5.95%	214.25K	6.25M	-118.2K	-35.55%
Dec 31, 2025		0.51%	18.3K	533.99K	18.3K	+100.00%
Sep 30, 2025	GEOWEALTH MANAGEMENT, LLC	0%	1	30	0	0
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	18.89%	742.86K	22.5M	-109.03K	-12.80%
Sep 30, 2025	CORNERSTONE MANAGEMENT, INC.	13.85%	544.71K	16.5M	6.1K	+1.13%
Sep 30, 2025	VIDENT ADVISORY, LLC	10.6%	416.94K	12.63M	3.35K	+0.81%
Sep 30, 2025	ICONIQ CAPITAL, LLC	8.46%	332.45K	10.07M	1	0.00%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	5.89%	231.53K	7.01M	1.67K	+0.73%
Sep 30, 2025	BARE FINANCIAL SERVICES, INC	2.72%	107.12K	3.24M	106.14K	+10,731.55%
Sep 30, 2025	RONALD BLUE TRUST, INC.	2.06%	80.94K	2.45M	8.2K	+11.27%
Sep 30, 2025	KEEL POINT, LLC	1.54%	60.39K	1.83M	-1.43K	-2.32%
Sep 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	1.36%	53.53K	1.62M	-21.54K	-28.69%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	1.23%	48.22K	1.46M	-3.15K	-6.14%
Sep 30, 2025	BOS ASSET MANAGEMENT, LLC	1.1%	43.39K	1.31M	1.14K	+2.69%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.99%	38.96K	1.18M	-14.75K	-27.46%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.38%	14.93K	452.01K	3.53K	+30.92%
Sep 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.23%	8.94K	270.74K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.2%	7.92K	239.7K	7.92K	+100.00%
Sep 30, 2025	ONEASCENT FAMILY OFFICE, LLC	0.17%	6.7K	203.02K	-758	-10.16%
Sep 30, 2025	JANE STREET GROUP, LLC	0.17%	6.62K	200.51K	6.62K	+100.00%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.05%	1.97K	59.57K	1.97K	+100.00%
Sep 30, 2025	OPEROSE ADVISORS LLC	0.04%	1.54K	46.76K	1.54K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.02%	820	24.83K	820	+100.00%
Sep 30, 2025	AIFG CONSULTANTS LTD.	0%	0	-	-12.01K	-100.00%
Sep 30, 2025	ONEASCENT WEALTH MANAGEMENT LLC	1.62%	63.72K	1.93M	-5.47K	-7.90%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.83%	32.65K	987K	-2.78K	-7.84%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.83%	32.47K	983.31K	9.8K	+43.25%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.58%	22.65K	685.79K	0	0
Sep 30, 2025	VALMARK ADVISERS, INC.	0.48%	18.98K	574.9K	1.81K	+10.51%
Sep 30, 2025	BROWN ADVISORY INC	0.47%	18.58K	562.52K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	694	21.02K	0	0
Sep 30, 2025	UBS GROUP AG	0.02%	600	18.17K	600	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	100	3.03K	-32.07K	-99.69%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-3	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-27	-100.00%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.61%	22.65K	682.99M	8.58K	+61.00%
Jun 30, 2025	GEOWEALTH MANAGEMENT, LLC	0%	1	30	1	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	694	20.93K	694	+100.00%
Jun 30, 2025	ONEASCENT FAMILY OFFICE, LLC	0.2%	7.46K	225K	7.46K	+100.00%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	0	-	-850	-100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-33.66K	-100.00%
Jun 30, 2025	TRUIST FINANCIAL CORP	0%	0	-	-33.66K	-100.00%
Jun 30, 2025	VALMARK ADVISERS, INC.	0.46%	17.18K	518.12K	-164	-0.95%
Jun 30, 2025	BROWN ADVISORY INC	0.5%	18.58K	560.22K	18.58K	+100.00%
Jun 30, 2025	ARETE WEALTH ADVISORS, LLC	0.95%	35.42K	1.07M	10.37K	+41.38%
Jun 30, 2025	BOS ASSET MANAGEMENT, LLC	1.13%	42.25K	1.27M	11.64K	+38.00%
Jun 30, 2025	CORNERSTONE MANAGEMENT, INC.	14.46%	538.61K	16.24M	28.87K	+5.66%
Jun 30, 2025	CITADEL ADVISORS LLC	0.24%	8.95K	269.9M	8.95K	+100.00%
Jun 30, 2025		0.2%	7.46K	225K	7.46K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0%	0	-	-61	-100.00%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	1.38%	51.37K	1.55M	1.03K	+2.05%
Jun 30, 2025	TOWNSQUARE CAPITAL LLC	0%	0	-	-141.68K	-100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	3	90	3	+100.00%
Jun 30, 2025	BARE FINANCIAL SERVICES, INC	0.03%	989	29.83K	0	0
Jun 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.24%	8.94K	269.63K	8.94K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	11.4K	343.85K	1.88K	+19.76%
Jun 30, 2025	AIFG CONSULTANTS LTD.	0.32%	12.01K	362.07K	-2.05K	-14.56%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.86%	32.17K	970.34K	-201	-0.62%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	27	814	27	+100.00%
Jun 30, 2025	ATRIA INVESTMENTS, INC	1.44%	53.71K	1.62M	43.3K	+416.18%
Jun 30, 2025	KEEL POINT, LLC	1.66%	61.83K	1.86M	12.82K	+26.15%
Jun 30, 2025	ONEASCENT WEALTH MANAGEMENT LLC	1.86%	69.18K	2.09M	69.18K	+100.00%
Jun 30, 2025	RONALD BLUE TRUST, INC.	1.95%	72.74K	2.19M	17.18K	+30.91%
Jun 30, 2025	ONEASCENT FINANCIAL SERVICES LLC	2.02%	75.07K	2.27M	75.07K	+100.00%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	6.17%	229.86K	6.93M	11.74K	+5.38%
Jun 30, 2025	ICONIQ CAPITAL, LLC	8.93%	332.45K	8.2M	0	0
Jun 30, 2025	VIDENT ADVISORY, LLC	11.1%	413.58K	12.47M	87	+0.02%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	22.87%	851.89K	25.69M	64.46K	+8.19%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.61%	22.67K	683.64K	20.4K	+900.75%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	4.03%	141.68K	4.21M	24.28K	+20.68%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	6.21%	218.13K	6.48M	147.14K	+207.25%
Mar 31, 2025	ICONIQ CAPITAL, LLC	9.46%	332.45K	9.88M	0	0
Mar 31, 2025	CORNERSTONE MANAGEMENT, INC.	14.5%	509.75K	15.15M	-21.09K	-3.97%
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	22.4%	787.43K	23.4M	47.08K	+6.36%
Mar 31, 2025	BARE FINANCIAL SERVICES, INC	0.03%	989	29.38K	0	0
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.06%	2.27K	67.07K	2.27K	+100.00%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.96%	33.66K	1M	3.76K	+12.58%
Mar 31, 2025	VALUES FIRST ADVISORS, INC.	0%	0	-	-6.54K	-100.00%
Mar 31, 2025	LAVACA CAPITAL LLC	0%	0	-	-1.86K	-100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.27%	9.52K	282.85K	-6.79K	-41.62%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.3%	10.41K	309.14K	-1.33K	-11.33%
Mar 31, 2025	VALMARK ADVISERS, INC.	0.49%	17.34K	515.28K	2.84K	+19.57%
Mar 31, 2025	BOS ASSET MANAGEMENT, LLC	0.87%	30.62K	909.66K	5.32K	+21.02%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.96%	33.66K	1M	3.76K	+12.58%
Mar 31, 2025	MORGAN STANLEY	0%	61	1.81K	61	+100.00%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0.02%	850	25.26K	850	+100.00%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.4%	14.07K	417.92K	0	0
Mar 31, 2025	ARETE WEALTH ADVISORS, LLC	0.71%	25.06K	745K	-8.38K	-25.05%
Mar 31, 2025	AIFG CONSULTANTS LTD.	0.4%	14.05K	417.44K	-1.58K	-10.12%
Mar 31, 2025	VIDENT ADVISORY, LLC	11.76%	413.5K	12.29M	0	0
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.92%	32.37K	961.86K	1.13K	+3.62%
Mar 31, 2025	KEEL POINT, LLC	1.39%	49.01K	1.46M	-28.87K	-37.07%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	1.43%	50.34K	1.5M	1.27K	+2.59%
Mar 31, 2025	RONALD BLUE TRUST, INC.	1.58%	55.56K	1.65M	7.38K	+15.31%

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