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

Who are the major shareholders selling Innovator U.S. Equity Ultra Buffer ETF - August stock?

ADVISOR GROUP HOLDINGS, INC., in the last quarter, reduced its stake in UAUG by -6.04% restricting it's holding to 141.65 thousand shares of worth nearly $5.96M. COMMONWEALTH EQUITY SERVICES, LLC also lessened -3.19% of the UAUG shares from its portfolio, reducing its holding to 149.15 thousand shares of worth $6.28M. RAYMOND JAMES FINANCIAL INC also shunned UAUG shares holding by -9.17% last quarter which brought its holding to 249.84 thousand shares worth $10.51M.

Investors who are buying UAUG stock?

As per its latest 13F filing, C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS increased its stake in UAUG by 4.35% in the last quarter. The institutional holder raised its holding to 153.87 thousand shares having worth more than $6.48M. STERLING FINANCIAL PLANNING, INC. also added 0.96% more shares of UAUG to its portfolio, raising its holding to 7.81 thousand shares of worth $328.64K. MML INVESTORS SERVICES, LLC also increased its UAUG shares holding by 15.36% which brought its holding to 28.37 thousand shares worth $1.19M.

UAUG's major insiders: who are they?

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

Did an insider recently sell UAUG stock?

Company executives, directors, and other insiders own N/A percent of Innovator U.S. Equity Ultra Buffer ETF - August's stock. Within the last six months, there have been 0 transaction(s) in which UAUG insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased UAUG stock?

There have been 0 transaction(s) during the past 6-months in which Innovator U.S. Equity Ultra Buffer ETF - August insiders have bought stock, totalling 0 shares

How much of UAUG does insiders own?

Around 0 Innovator U.S. Equity Ultra Buffer ETF - August shares are held by insiders, which represents about N/A of UAUG stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in UAUG?

ADVISOR GROUP HOLDINGS, INC. is the largest institutional owner in UAUG which holds 141.65 thousand shares worth $5.96M or 2.43% of the total UAUG shares outstanding followed by COMMONWEALTH EQUITY SERVICES, LLC with ownership of 149.15 thousand shares representing 2.56% of the UAUG ownership. C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS is the third largest stakeholder with 153.87 thousand shares or 2.64% of the ownership worth more than $6.48M.

Is Innovator U.S. Equity Ultra Buffer ETF - August 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 UAUG is concerned, it is a stock which is not optionable.

Is there a short position on UAUG's shares?

Number of UAUG 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 UAUG shares are there?

As of today, null shares of UAUG are outstanding.

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

UAUG 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 UAUG is null.

Innovator US Equity Ultra Buffer ETF - August (UAUG) 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. ADVISOR GROUP HOLDINGS, INC. is the top corporate investor, holding 141.65K shares valued at $5.96M. A 2.43% stake in Innovator U.S. Equity Ultra Buffer ETF - August is owned by the company. COMMONWEALTH EQUITY SERVICES, LLC owns 149.15K shares valued at $6.28M, which translates its holding of 2.56% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	2.43%	141.65K	5.96M	-9.1K	-6.04%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.56%	149.15K	6.28M	-4.91K	-3.19%
Jun 30, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	2.64%	153.87K	6.48M	6.42K	+4.35%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	4.28%	249.84K	10.51M	-25.23K	-9.17%
Jun 30, 2026	BROUSSARD FINANCIAL GROUP LLC	6.89%	401.8K	16.91M	-9.55K	-2.32%
Jun 30, 2026	CORNERSTONE WEALTH GROUP, LLC	0.17%	10.09K	424.8K	0	0
Jun 30, 2026	LAKERIDGE WEALTH MANAGEMENT LLC	0.18%	10.73K	451.4K	0	0
Jun 30, 2026	ONYX BRIDGE WEALTH GROUP LLC	0.23%	13.68K	575.72K	-824	-5.68%
Jun 30, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.27%	15.95K	671.13K	-6.8K	-29.89%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.32%	18.38K	773.48K	-7	-0.04%
Jun 30, 2026	IMPACT PARTNERSHIP WEALTH, LLC	0.33%	19.52K	821.62K	0	0
Jun 30, 2026	RETIREMENT PLANNING GROUP	0.35%	20.67K	869.85K	0	0
Jun 30, 2026	MILESTONE ASSET MANAGEMENT, LLC	0.39%	22.95K	965.76K	-1.23K	-5.07%
Jun 30, 2026	ALTERNA WEALTH MANAGEMENT, INC	0.12%	7.02K	295.48K	0	0
Jun 30, 2026	BLUESPHERE ADVISORS, LLC	0.12%	7.11K	299.14K	0	0
Jun 30, 2026	EVOLUTION WEALTH MANAGEMENT INC.	0.12%	7.19K	302.67K	0	0
Jun 30, 2026	STERLING FINANCIAL PLANNING, INC.	0.13%	7.81K	328.64K	74	+0.96%
Jun 30, 2026	ACCURATE WEALTH MANAGEMENT, LLC	0.14%	8.01K	338.16K	-1.26K	-13.56%
Jun 30, 2026	TREK FINANCIAL, LLC	0.14%	8.04K	338.53K	0	0
Jun 30, 2026	DILIGENT INVESTORS, LLC	0.15%	8.5K	357.72K	0	0
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0.15%	8.52K	358.56K	0	0
Jun 30, 2026	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.15%	8.73K	367.23K	0	0
Jun 30, 2026	SPIRE WEALTH MANAGEMENT	0.6%	35.06K	1.48M	-25.28K	-41.90%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.56%	32.95K	1.39M	-1.45K	-4.22%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.57%	33.02K	1.39M	-835	-2.47%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	0.18%	10.33K	434.69K	0	0
Jun 30, 2026	LANTZ FINANCIAL LLC	0.18%	10.53K	443.28K	-51	-0.48%
Jun 30, 2026	KEYSTONE WEALTH SERVICES, LLC	0.25%	14.48K	609.47K	-71	-0.49%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.49%	28.37K	1.19M	3.78K	+15.36%
Jun 30, 2026	CLEARSTEAD ADVISORS, LLC	0.61%	35.37K	1.49M	-144	-0.41%
Jun 30, 2026	LPL FINANCIAL LLC	0.61%	35.67K	1.5M	4.22K	+13.42%
Jun 30, 2026	BERGER FINANCIAL GROUP, INC	0.75%	43.84K	1.84M	-13.14K	-23.06%
Jun 30, 2026	OLD MISSION CAPITAL LLC	0.79%	45.92K	1.93M	37.26K	+430.10%
Jun 30, 2026	CENTRAL VALLEY ADVISORS, LLC	0.86%	49.93K	2.1M	-3.3K	-6.20%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.9%	52.53K	2.21M	-15.05K	-22.27%
Jun 30, 2026	FIDUCIARY FINANCIAL GROUP, LLC	1%	58.58K	2.47M	0	0
Jun 30, 2026	ARCHER INVESTMENT CORP	1.13%	65.91K	2.77M	-1.92K	-2.84%
Jun 30, 2026	SAGEVIEW ADVISORY GROUP, LLC	0.16%	9.08K	382.05K	-1.03K	-10.15%
Jun 30, 2026	CREATIVE PLANNING	0.16%	9.15K	385.2K	-950	-9.40%
Jun 30, 2026	ADVANCE CAPITAL MANAGEMENT, INC.	0.16%	9.18K	386.51K	-4.68K	-33.73%
Jun 30, 2026	WEALTHSHIELD PARTNERS, LLC	0.18%	10.68K	449.55K	-12.13K	-53.17%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.19%	10.87K	457.25K	-541	-4.74%
Jun 30, 2026	CITADEL ADVISORS LLC	0.19%	11.24K	472.95K	-215	-1.88%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.19%	11.27K	476.07K	-754	-6.27%
Jun 30, 2026	VANTAGE POINT FINANCIAL LLC	0.2%	11.91K	501.27K	-127	-1.05%
Jun 30, 2026	JANE STREET GROUP, LLC	0.26%	14.97K	629.88K	14.97K	+100.00%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.26%	15.26K	642.13K	-60	-0.39%
Jun 30, 2026	WPWEALTH LLP	0.28%	16.15K	679.67K	0	0
Jun 30, 2026	CRA FINANCIAL SERVICES, LLC	0.32%	18.56K	780.88K	0	0
Jun 30, 2026	STEEL PEAK WEALTH MANAGEMENT LLC	0.34%	20K	841.61K	20K	+100.00%
Jun 30, 2026	STRATEGIC BLUEPRINT, LLC	0.41%	24.16K	1.02M	-253	-1.04%
Jun 30, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.43%	25K	1.05M	-675	-2.63%
Jun 30, 2026		0.17%	9.94K	418.25K	2.22K	+28.80%
Jun 30, 2026	CRESSET ASSET MANAGEMENT, LLC	0.16%	9.29K	390.8K	0	0
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.22%	71.36K	3M	54.1K	+313.35%
Jun 30, 2026	INTEGRITY ADVISORY SOLUTIONS, LLC	0.17%	9.94K	418.25K	2.22K	+28.80%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.26%	73.27K	3.08M	-1.46K	-1.96%
Jun 30, 2026	KFG WEALTH MANAGEMENT, LLC	1.68%	98.18K	4.13M	-29.16K	-22.90%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	1.99%	116.06K	4.88M	-14.85K	-11.35%
Jun 30, 2026	MBL WEALTH, LLC	2.19%	127.63K	5.37M	461	+0.36%
Mar 31, 2026	CRA FINANCIAL SERVICES, LLC	0.32%	18.56K	730.03K	0	0
Mar 31, 2026	BLUESPHERE ADVISORS, LLC	0.12%	7.11K	279.66K	0	0
Mar 31, 2026	EVOLUTION WEALTH MANAGEMENT INC.	0.12%	7.19K	282.96K	0	0
Mar 31, 2026	STERLING FINANCIAL PLANNING, INC.	0.13%	7.74K	304.33K	0	0
Mar 31, 2026	TREK FINANCIAL, LLC	0.14%	8.04K	316.49K	0	0
Mar 31, 2026	DILIGENT INVESTORS, LLC	0.15%	8.5K	334.43K	0	0
Mar 31, 2026	ARCHER INVESTMENT CORP	1.16%	67.83K	2.67M	-15.25K	-18.35%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.28%	74.73K	2.94M	14.84K	+24.78%
Mar 31, 2026	MBL WEALTH, LLC	2.18%	127.17K	5M	-2.11K	-1.64%
Mar 31, 2026	KFG WEALTH MANAGEMENT, LLC	2.18%	127.34K	5.01M	-4.11K	-3.12%
Mar 31, 2026	BROOKSTONE CAPITAL MANAGEMENT	2.24%	130.92K	5.15M	-1.54M	-92.19%
Mar 31, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	2.53%	147.46K	5.8M	8.37K	+6.02%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.64%	154.06K	6.06M	-6.98K	-4.33%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	4.72%	275.07K	10.82M	-734	-0.27%
Mar 31, 2026	LAKERIDGE WEALTH MANAGEMENT LLC	0.18%	10.73K	422.01K	0	0
Mar 31, 2026	OLD MISSION CAPITAL LLC	0.15%	8.66K	340.8K	-14.53K	-62.64%
Mar 31, 2026	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.5%	29.18K	1.16M	-1.18K	-3.88%
Mar 31, 2026	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.15%	8.73K	343.32K	0	0
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	0.16%	9.29K	365.35K	0	0
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.2%	11.41K	450.42K	0	0
Mar 31, 2026	VANTAGE POINT FINANCIAL LLC	0.21%	12.04K	473.63K	-969	-7.45%
Mar 31, 2026	LPL FINANCIAL LLC	0.54%	31.45K	1.24M	-1.42K	-4.32%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.58%	33.86K	1.33M	1.41K	+4.36%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.59%	34.4K	1.35M	-542	-1.55%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.61%	35.51K	1.4M	94	+0.27%
Mar 31, 2026	FIDUCIARY FINANCIAL GROUP, LLC	1%	58.58K	2.3M	0	0
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	1.03%	60.34K	2.37M	197	+0.33%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0.15%	8.52K	335.21K	0	0
Mar 31, 2026	CORNERSTONE WEALTH GROUP, LLC	0.17%	10.09K	412.87K	0	0
Mar 31, 2026	CREATIVE PLANNING	0.17%	10.1K	397.49K	10.1K	+100.00%
Mar 31, 2026	SIMPLICITY WEALTH,LLC	0.18%	10.33K	406.39K	0	0
Mar 31, 2026	LANTZ FINANCIAL LLC	0.18%	10.58K	416.42K	0	0
Mar 31, 2026	CITADEL ADVISORS LLC	0.2%	11.45K	450.61K	11.45K	+100.00%
Mar 31, 2026	ONYX BRIDGE WEALTH GROUP LLC	0.25%	14.5K	570.65K	0	0
Mar 31, 2026	KEYSTONE WEALTH SERVICES, LLC	0.25%	14.55K	572.58K	14.55K	+100.00%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.26%	15.32K	602.67K	-824	-5.10%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.39%	22.75K	894.96K	22.75K	+100.00%
Mar 31, 2026	MILESTONE ASSET MANAGEMENT, LLC	0.41%	24.17K	951.11K	-1.68K	-6.50%
Mar 31, 2026	STRATEGIC BLUEPRINT, LLC	0.42%	24.42K	960.63K	-24.38K	-49.96%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.42%	24.59K	967.51K	-4.66K	-15.94%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.44%	25.67K	1.01M	-2.53K	-8.96%
Mar 31, 2026	CENTRAL VALLEY ADVISORS, LLC	0.91%	53.23K	2.09M	-101	-0.19%
Mar 31, 2026	BERGER FINANCIAL GROUP, INC	0.98%	56.98K	2.24M	-80	-0.14%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.16%	67.59K	2.66M	4.9K	+7.82%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	2.58%	150.76K	5.93M	-7.64K	-4.82%
Mar 31, 2026		7.05%	411.34K	16.18M	18.12K	+4.61%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.21%	12.03K	493.49K	0	0
Mar 31, 2026	ADVANCE CAPITAL MANAGEMENT, INC.	0.24%	13.86K	545.27K	0	0
Mar 31, 2026	WPWEALTH LLP	0.28%	16.15K	635.41K	0	0
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.3%	17.26K	679.24K	12.06K	+231.49%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.32%	18.39K	723.38K	0	0
Mar 31, 2026	IMPACT PARTNERSHIP WEALTH, LLC	0.33%	19.52K	768.12K	-48	-0.25%
Mar 31, 2026	RETIREMENT PLANNING GROUP	0.35%	20.67K	813.21K	0	0
Mar 31, 2026	WEALTHSHIELD PARTNERS, LLC	0.39%	22.81K	897.4K	-3.9K	-14.59%
Mar 31, 2026	ACCURATE WEALTH MANAGEMENT, LLC	0.16%	9.27K	373.83K	-201	-2.12%
Mar 31, 2026	SAGEVIEW ADVISORY GROUP, LLC	0.17%	10.1K	397.5K	0	0
Dec 31, 2025	WEALTHSHIELD PARTNERS, LLC	0.46%	26.71K	1.07M	-350	-1.29%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.56%	32.44K	1.3M	900	+2.85%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.61%	35.42K	1.41M	0	0
Dec 31, 2025	LPL FINANCIAL LLC	0.56%	32.87K	1.31M	-2.55K	-7.19%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.6%	34.94K	1.4M	-4.71K	-11.87%
Dec 31, 2025	EVOLUTION WEALTH MANAGEMENT INC.	0.12%	7.19K	287.11K	0	0
Dec 31, 2025	BLUESPHERE ADVISORS, LLC	0.12%	7.11K	283.75K	0	0
Dec 31, 2025	ALTERNA WEALTH MANAGEMENT, INC	0.12%	7.02K	280.28K	0	0
Dec 31, 2025	WOOD TARVER FINANCIAL GROUP, LLC	0.12%	6.94K	277K	0	0
Dec 31, 2025	4J WEALTH MANAGEMENT LLC	0.12%	6.85K	273.45K	0	0
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.12%	6.77K	270.35K	-238	-3.40%
Dec 31, 2025	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.52%	30.36K	1.21M	21.76K	+252.89%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.76%	161.03K	6.43M	-1.64K	-1.01%
Dec 31, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	2.38%	139.08K	5.55M	-10.39K	-6.95%
Dec 31, 2025	KFG WEALTH MANAGEMENT, LLC	2.25%	131.44K	5.25M	-5.91K	-4.30%
Dec 31, 2025	ARCHER INVESTMENT CORP	1.42%	83.08K	3.32M	-70.18K	-45.79%
Dec 31, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.25%	14.5K	579K	-1.2K	-7.65%
Dec 31, 2025	CORNERSTONE WEALTH GROUP, LLC	0.17%	10.09K	402.95K	0	0
Dec 31, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.16%	9.47K	380.48K	30	+0.32%
Dec 31, 2025	DILIGENT INVESTORS, LLC	0.15%	8.5K	339.32K	-3.5K	-29.17%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.14%	8.34K	332.73K	-2.54K	-23.36%
Dec 31, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.14%	8.08K	322.35K	-1.23K	-13.18%
Dec 31, 2025	TREK FINANCIAL, LLC	0.14%	8.04K	321.12K	0	0
Dec 31, 2025	ARETE WEALTH ADVISORS, LLC	0.17%	9.82K	392K	-145	-1.46%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.07%	62.68K	2.5M	-63.36K	-50.27%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.5%	29.26K	1.17M	-4.65K	-13.72%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.48%	28.2K	1.13M	6.96K	+32.78%
Dec 31, 2025	WPWEALTH LLP	0.28%	16.15K	644.71K	-2.32K	-12.55%
Dec 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.17%	10.1K	403.31K	0	0
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.16%	9.29K	370.7K	0	0
Dec 31, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.15%	8.73K	348.34K	-11.03K	-55.82%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.15%	8.52K	340.12K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	4.73%	275.81K	11.01M	-10.48K	-3.66%
Dec 31, 2025		0.99%	57.53K	2.3M	57.53K	+100.00%
Dec 31, 2025	MILESTONE ASSET MANAGEMENT, LLC	0.44%	25.85K	1.03M	-1.15K	-4.25%
Dec 31, 2025	OLD MISSION CAPITAL LLC	0.4%	23.19K	925.63K	744	+3.32%
Dec 31, 2025	RETIREMENT PLANNING GROUP	0.35%	20.67K	825.11K	-1.68K	-7.53%
Dec 31, 2025	IMPACT PARTNERSHIP WEALTH, LLC	0.34%	19.57K	781.27K	0	0
Dec 31, 2025	CRA FINANCIAL SERVICES, LLC	0.32%	18.56K	740.72K	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.32%	18.39K	733.97K	-192	-1.03%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.28%	16.14K	644.39K	775	+5.04%
Dec 31, 2025	STERLING FINANCIAL PLANNING, INC.	0.13%	7.74K	308.78K	-178	-2.25%
Dec 31, 2025	STRATEGIC BLUEPRINT, LLC	0.84%	48.79K	1.95M	-2.93K	-5.66%
Dec 31, 2025	ADVANCE CAPITAL MANAGEMENT, INC.	0.24%	13.86K	553.25K	0	0
Dec 31, 2025	VANTAGE POINT FINANCIAL LLC	0.22%	13.01K	519.24K	-621	-4.56%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.21%	12.18K	486.15K	1.58K	+14.91%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.21%	12.03K	483.08K	-72	-0.60%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.2%	11.41K	455.33K	4.57K	+66.78%
Dec 31, 2025	HILEY HUNT WEALTH MANAGEMENT	0.19%	11.13K	444.35K	-6.59K	-37.19%
Dec 31, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.18%	10.73K	428.18K	0	0
Dec 31, 2025	LANTZ FINANCIAL LLC	0.18%	10.58K	422.51K	-59	-0.55%
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0.18%	10.33K	412.33K	0	0
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	1.03%	60.14K	2.4M	1.6K	+2.74%
Dec 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	28.72%	1.68M	66.89M	26.69K	+1.62%
Dec 31, 2025	MBL WEALTH, LLC	2.22%	129.28K	5.16M	-1.95K	-1.48%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.03%	59.89K	2.39M	-15.46K	-20.52%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	2.71%	158.39K	6.32M	-4.73K	-2.90%
Dec 31, 2025	FIDUCIARY FINANCIAL GROUP, LLC	1%	58.58K	2.34M	0	0
Dec 31, 2025	BERGER FINANCIAL GROUP, INC	0.98%	57.06K	2.28M	-1.09K	-1.87%
Dec 31, 2025	CENTRAL VALLEY ADVISORS, LLC	0.91%	53.33K	2.13M	0	0
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.18%	10.88K	427.5K	10.88K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.25%	15.37K	604.03K	-2.32K	-13.10%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.16%	9.59K	376.95K	-1.8K	-15.80%
Sep 30, 2025	ARETE WEALTH ADVISORS, LLC	0.16%	9.96K	392K	2.25K	+29.21%
Sep 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.16%	10.1K	397.12K	-1	-0.01%
Sep 30, 2025	DILIGENT INVESTORS, LLC	0.2%	12K	471.68K	0	0
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.2%	12.1K	480.53K	-271	-2.19%
Sep 30, 2025	WPWEALTH LLP	0.3%	18.47K	725.88K	0	0
Sep 30, 2025	CRA FINANCIAL SERVICES, LLC	0.3%	18.56K	729.34K	-6.28K	-25.27%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.3%	18.58K	730.25K	-4	-0.02%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	26.88%	1.65M	64.81M	1.52M	+1,213.05%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	4.67%	286.29K	11.25M	230.94K	+417.31%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	2.66%	163.12K	6.32M	39.69K	+32.15%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.65%	162.68K	6.39M	9.94K	+6.51%
Sep 30, 2025	ARCHER INVESTMENT CORP	2.5%	153.26K	6.02M	4.41K	+2.96%
Sep 30, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	2.44%	149.47K	5.88M	11.63K	+8.44%
Sep 30, 2025	KFG WEALTH MANAGEMENT, LLC	2.24%	137.35K	5.4M	9.74K	+7.63%
Sep 30, 2025	MBL WEALTH, LLC	2.14%	131.23K	5.16M	7.21K	+5.81%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	2.05%	126.05K	4.95M	-11.36K	-8.27%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.23%	75.35K	2.96M	4.73K	+6.70%
Sep 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.95%	58.58K	2.3M	0	0
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.95%	58.54K	2.3M	49.71K	+562.91%
Sep 30, 2025	BERGER FINANCIAL GROUP, INC	0.95%	58.15K	2.29M	-12.84K	-18.09%
Sep 30, 2025	CENTRAL VALLEY ADVISORS, LLC	0.87%	53.33K	2.1M	12.87K	+31.79%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.84%	51.72K	2.03M	3.13K	+6.45%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.65%	39.65K	1.56M	5.37K	+15.68%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.58%	35.42K	1.39M	35.42K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.58%	35.42K	1.39M	134	+0.38%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.55%	33.91K	1.33M	6.9K	+25.55%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.51%	31.54K	1.24M	7.54K	+31.39%
Sep 30, 2025	WEALTHSHIELD PARTNERS, LLC	0.44%	27.06K	1.06M	-3K	-9.98%
Sep 30, 2025	PFG ADVISORS	0.23%	14.13K	555.41K	3	+0.02%
Sep 30, 2025	ADVANCE CAPITAL MANAGEMENT, INC.	0.23%	13.86K	544.75K	0	0
Sep 30, 2025	VANTAGE POINT FINANCIAL LLC	0.22%	13.63K	535.67K	0	0
Sep 30, 2025	LANTZ FINANCIAL LLC	0.17%	10.64K	418.34K	10.64K	+100.00%
Sep 30, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.17%	10.73K	421.61K	300	+2.88%
Sep 30, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.32%	19.75K	776.39K	0	0
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.35%	21.24K	834.8K	12.51K	+143.44%
Sep 30, 2025	CORNERSTONE WEALTH GROUP, LLC	0.16%	10.09K	396.76K	2.25K	+28.75%
Sep 30, 2025	OLD MISSION CAPITAL LLC	0.37%	22.44K	882.16K	-23.9K	-51.57%
Sep 30, 2025	KEYSTONE WEALTH SERVICES, LLC	0.24%	14.78K	580.92K	-4.38K	-22.85%
Sep 30, 2025	MATHER GROUP, LLC.	0.12%	7.64K	300.19K	0	0
Sep 30, 2025	STERLING FINANCIAL PLANNING, INC.	0.13%	7.91K	311.04K	-190	-2.34%
Sep 30, 2025		0.13%	7.93K	311.57K	7.93K	+100.00%
Sep 30, 2025	MACH-1 FINANCIAL GROUP, LLC	0.13%	7.93K	311.57K	7.93K	+100.00%
Sep 30, 2025	TREK FINANCIAL, LLC	0.13%	8.04K	316.19K	695	+9.46%
Sep 30, 2025	ASSUREDPARTNERS INVESTMENT ADVISORS, LLC	0.14%	8.6K	338.16K	8.6K	+100.00%
Sep 30, 2025	DANA INVESTMENT ADVISORS, INC.	0.14%	8.87K	348.77K	-324	-3.52%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.15%	9.29K	365K	0	0
Sep 30, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.15%	9.44K	369.84K	2.08K	+28.20%
Sep 30, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.15%	9.3K	365.59K	-2.3K	-19.84%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.17%	10.6K	416.58K	10.6K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.21%	13.13K	516.14K	-791	-5.68%
Sep 30, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.26%	15.71K	617.35K	-17	-0.11%
Sep 30, 2025	HILEY HUNT WEALTH MANAGEMENT	0.29%	17.72K	696.64K	17.72K	+100.00%
Sep 30, 2025	MILESTONE ASSET MANAGEMENT, LLC	0.44%	27K	1.06M	-366	-1.34%
Sep 30, 2025	RETIREMENT PLANNING GROUP	0.36%	22.35K	878.59K	0	0
Sep 30, 2025	IMPACT PARTNERSHIP WEALTH, LLC	0.32%	19.57K	769.28K	19.57K	+100.00%
Sep 30, 2025	FOUNDERS FINANCIAL SECURITIES LLC	0.31%	19.17K	753.47K	19.17K	+100.00%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.17%	10.33K	406K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.91%	152.74K	5.72M	-2.45K	-1.58%
Jun 30, 2025	BERGER FINANCIAL GROUP, INC	1.82%	70.99K	2.66M	-8.1K	-10.24%
Jun 30, 2025	UBS GROUP AG	0.21%	8.32K	311.21K	3.39K	+68.96%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.22%	8.52K	325.89K	0	0
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.23%	8.83K	330.47K	-4.34K	-32.97%
Jun 30, 2025	DANA INVESTMENT ADVISORS, INC.	0.24%	9.2K	344.18K	-568	-5.82%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.24%	9.29K	347.52K	0	0
Jun 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.26%	10.1K	385.61K	-1.5K	-12.93%
Jun 30, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.27%	10.43K	390.18K	0	0
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.29%	11.39K	426.25K	0	0
Jun 30, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.3%	11.6K	434.23K	-4.48K	-27.85%
Jun 30, 2025	DILIGENT INVESTORS, LLC	0.31%	12K	449.08K	0	0
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.32%	12.37K	470.95K	-938	-7.05%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.33%	12.75K	477.22K	0	0
Jun 30, 2025	ADVANCE CAPITAL MANAGEMENT, INC.	0.35%	13.86K	518.65K	-573	-3.97%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.36%	13.92K	521.01K	-33.33K	-70.53%
Jun 30, 2025	PFG ADVISORS	0.36%	14.13K	528.68K	-900	-5.99%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.45%	17.68K	661.8K	-1.43K	-7.48%
Jun 30, 2025	WPWEALTH LLP	0.47%	18.47K	691.1K	-1.43K	-7.17%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.48%	18.58K	695.4K	-4K	-17.71%
Jun 30, 2025	KEYSTONE WEALTH SERVICES, LLC	0.49%	19.16K	716.92K	-100	-0.52%
Jun 30, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.51%	19.75K	739.19K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.61%	24.01K	898.39K	0	0
Jun 30, 2025	CRA FINANCIAL SERVICES, LLC	0.64%	24.83K	929.23K	-100	-0.40%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.69%	27.01K	1.01M	-153	-0.56%
Jun 30, 2025		0.33%	12.72K	475.92K	-193	-1.50%
Jun 30, 2025	SIMPLICITY WEALTH,LLC	0.26%	10.33K	386.55K	0	0
Jun 30, 2025	NOVUS ADVISORS, LLC	0.54%	21.01K	786.08K	0	0
Jun 30, 2025	VANTAGE POINT FINANCIAL LLC	0.35%	13.63K	510.01K	0	0
Jun 30, 2025	PKS ADVISORY SERVICES, LLC	0.33%	12.72K	475.92K	-193	-1.50%
Jun 30, 2025	MILESTONE ASSET MANAGEMENT, LLC	0.7%	27.37K	1.02M	-757	-2.69%
Jun 30, 2025	WEALTHSHIELD PARTNERS, LLC	0.77%	30.06K	1.12M	-3.46K	-10.31%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.88%	34.27K	1.28M	-1.75K	-4.86%
Jun 30, 2025	LPL FINANCIAL LLC	0.9%	35.28K	1.32M	7.38K	+26.45%
Jun 30, 2025	CENTRAL VALLEY ADVISORS, LLC	1.04%	40.47K	1.51M	-1.54K	-3.67%
Jun 30, 2025	OLD MISSION CAPITAL LLC	1.19%	46.35K	1.73M	21.99K	+90.26%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	1.24%	48.59K	1.82M	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.42%	55.34K	2.07M	2.94K	+5.62%
Jun 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	1.5%	58.58K	2.19M	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.81%	70.62K	2.64M	-507	-0.71%
Jun 30, 2025	MBL WEALTH, LLC	3.17%	124.01K	4.64M	-453	-0.36%
Jun 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	3.21%	125.58K	4.7M	9.96K	+8.61%
Jun 30, 2025	KFG WEALTH MANAGEMENT, LLC	3.27%	127.61K	4.78M	-11.78K	-8.45%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	3.52%	137.41K	5.14M	-1.99K	-1.42%
Jun 30, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	3.53%	137.84K	5.16M	12.62K	+10.08%
Jun 30, 2025	ARCHER INVESTMENT CORP	3.81%	148.85K	5.57M	-3.61K	-2.37%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	3.16%	123.43K	4.62M	-1.3K	-1.04%
Jun 30, 2025	CITADEL ADVISORS LLC	0.26%	10.17K	380.56M	3.92K	+62.78%
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.22%	8.72K	326.48K	-5.42K	-38.34%
Jun 30, 2025	ACT ADVISORS, LLC.	0.39%	15.17K	567.68K	0	0
Jun 30, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.4%	15.72K	588.41K	-3.66K	-18.90%
Jun 30, 2025	RETIREMENT PLANNING GROUP	0.57%	22.35K	836.49K	-151	-0.67%
Mar 31, 2025	BERGER FINANCIAL GROUP, INC	1.97%	79.09K	2.74M	-2.74K	-3.34%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.77%	71.13K	2.46M	-45.42K	-38.97%
Mar 31, 2025	ARCHER INVESTMENT CORP	3.79%	152.46K	5.28M	-5.89K	-3.72%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.3%	52.4K	1.81M	-66.24K	-55.83%
Mar 31, 2025	FIDUCIARY FINANCIAL GROUP, LLC	1.46%	58.58K	1.96M	0	0
Mar 31, 2025	MILESTONE ASSET MANAGEMENT, LLC	0.7%	28.13K	973.69K	-2.75K	-8.89%
Mar 31, 2025	KFG WEALTH MANAGEMENT, LLC	3.47%	139.39K	4.83M	-104.79K	-42.92%
Mar 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.29%	11.6K	401.72K	-4.9K	-29.69%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.17%	47.25K	1.64M	32.72K	+225.19%
Mar 31, 2025	BROOKSTONE CAPITAL MANAGEMENT	2.87%	115.62K	4M	-1.32M	-91.94%
Mar 31, 2025	STRATEGIC BLUEPRINT, LLC	1.21%	48.59K	1.68M	-3.53K	-6.78%
Mar 31, 2025	DILIGENT INVESTORS, LLC	0.3%	12K	415.44K	-2K	-14.29%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.32%	12.75K	441.47K	-544	-4.09%
Mar 31, 2025	PFG ADVISORS	0.37%	15.03K	520.24K	0	0
Mar 31, 2025	KEYSTONE WEALTH SERVICES, LLC	0.48%	19.26K	666.68K	-71	-0.37%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.56%	22.58K	781.79K	-587	-2.53%
Mar 31, 2025	MBL WEALTH, LLC	3.09%	124.47K	4.31M	-9.31K	-6.96%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	3.1%	124.73K	4.32M	-24.28K	-16.29%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.9%	36.02K	1.25M	-5.81K	-13.89%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.88%	35.42K	1.23M	0	0
Mar 31, 2025	WPWEALTH LLP	0.49%	19.89K	688.7K	-244	-1.21%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.61%	24.36K	843.31K	6.01K	+32.78%
Mar 31, 2025	ONYX BRIDGE WEALTH GROUP LLC	0.48%	19.39K	671.18K	-225.06K	-92.07%
Mar 31, 2025	LPL FINANCIAL LLC	0.69%	27.9K	965.93K	10.15K	+57.18%
Mar 31, 2025	CENTRAL VALLEY ADVISORS, LLC	1.04%	42.01K	1.45M	-3.41K	-7.51%
Mar 31, 2025		0.32%	12.91K	446.94K	-10.3K	-44.37%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.6%	24.01K	831.09K	1.74K	+7.83%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.68%	27.16K	940K	-2.25K	-7.65%
Mar 31, 2025	CRA FINANCIAL SERVICES, LLC	0.62%	24.93K	863.08K	-1K	-3.86%
Mar 31, 2025	PALLAS CAPITAL ADVISORS LLC	0.62%	24.75K	856.74K	-86.81K	-77.82%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	3.47%	139.39K	4.83M	-25.78K	-15.61%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.48%	19.11K	661.73K	-392	-2.01%
Mar 31, 2025	ADVANCE CAPITAL MANAGEMENT, INC.	0.36%	14.43K	499.64K	-5.95K	-29.20%
Mar 31, 2025	BUSKA WEALTH MANAGEMENT, LLC	0.4%	16.08K	556.72K	-1.41K	-8.05%
Mar 31, 2025	ACT ADVISORS, LLC.	0.38%	15.17K	525.15K	0	0
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.28%	11.39K	394.32K	-2.59K	-18.55%
Mar 31, 2025	RFG ADVISORY, LLC	0.27%	10.91K	377.67K	-187	-1.69%
Mar 31, 2025	LAKERIDGE WEALTH MANAGEMENT LLC	0.26%	10.43K	360.95K	0	0
Mar 31, 2025	SIMPLICITY WEALTH,LLC	0.26%	10.33K	357.59K	10.33K	+100.00%
Mar 31, 2025	ATLANTIC PRIVATE WEALTH, LLC	0.24%	9.78K	338.41K	0	0
Mar 31, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	3.11%	125.22K	4.35M	15.58K	+14.21%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.35%	14.15K	489.8K	2.34K	+19.81%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.33%	13.31K	462.47K	-1.25K	-8.61%
Mar 31, 2025	RETIREMENT PLANNING GROUP	0.56%	22.5K	779.05K	-1.04K	-4.40%
Mar 31, 2025	HERITAGE WEALTH PARTNERS, LLC	0.51%	20.38K	705.38K	-1.87K	-8.41%
Mar 31, 2025	FIRST COMMONWEALTH FINANCIAL CORP /PA/	0.49%	19.75K	683.81K	0	0
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.33%	13.18K	456.1K	-4.26K	-24.41%
Mar 31, 2025	WEALTHSHIELD PARTNERS, LLC	0.83%	33.51K	1.16M	-7.28K	-17.84%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	3.86%	155.18K	5.37M	-18.6K	-10.70%

Frequently Asked Questions