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

Who are the major shareholders selling WisdomTree Bloomberg U.S. Dollar Bullish Fund stock?

ASSETMARK, INC, in the last quarter, reduced its stake in USDU by -0.89% restricting it's holding to 3.1 million shares of worth nearly $82.97M. ENCOMPASS MORE ASSET MANAGEMENT also lessened -70.55% of the USDU shares from its portfolio, reducing its holding to 129.23 thousand shares of worth $3.46M. ADVISOR GROUP HOLDINGS, INC. also shunned USDU shares holding by -4.84% last quarter which brought its holding to 94.81 thousand shares worth $2.54M.

Investors who are buying USDU stock?

As per its latest 13F filing, THOR TRADING ADVISORS, LLC increased its stake in USDU by 100% in the last quarter. The institutional holder raised its holding to 50.03 thousand shares having worth more than $1.34M. BEACON CAPITAL MANAGEMENT, INC. also added 100% more shares of USDU to its portfolio, raising its holding to 302.79 thousand shares of worth $8.10M. CETERA INVESTMENT ADVISERS also increased its USDU shares holding by 34.35% which brought its holding to 153.32 thousand shares worth $4.10M.

USDU's major insiders: who are they?

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

Did an insider recently sell USDU stock?

Company executives, directors, and other insiders own N/A percent of WisdomTree Bloomberg U.S. Dollar Bullish Fund's stock. Within the last six months, there have been 0 transaction(s) in which USDU insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased USDU stock?

There have been 0 transaction(s) during the past 6-months in which WisdomTree Bloomberg U.S. Dollar Bullish Fund insiders have bought stock, totalling 0 shares

How much of USDU does insiders own?

Around 0 WisdomTree Bloomberg U.S. Dollar Bullish Fund shares are held by insiders, which represents about N/A of USDU stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in USDU?

THOR TRADING ADVISORS, LLC is the largest institutional owner in USDU which holds 50.03 thousand shares worth $1.34M or 0.29% of the total USDU shares outstanding followed by BEACON CAPITAL MANAGEMENT, INC. with ownership of 302.79 thousand shares representing 1.76% of the USDU ownership. CETERA INVESTMENT ADVISERS is the third largest stakeholder with 153.32 thousand shares or 0.89% of the ownership worth more than $4.10M.

Is WisdomTree Bloomberg U.S. Dollar Bullish 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 USDU is concerned, it is a stock which is optionable.

Is there a short position on USDU's shares?

Number of USDU 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 USDU shares are there?

As of today, null shares of USDU are outstanding.

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

USDU 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 USDU is null.

WisdomTree Bloomberg US Dollar Bullish Fund (USDU) 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. THOR TRADING ADVISORS, LLC is the top corporate investor, holding 50.03K shares valued at $1.34M. A 0.29% stake in WisdomTree Bloomberg U.S. Dollar Bullish Fund is owned by the company. BEACON CAPITAL MANAGEMENT, INC. owns 302.79K shares valued at $8.10M, which translates its holding of 1.76% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	THOR TRADING ADVISORS, LLC	0.29%	50.03K	1.34M	50.03K	+100.00%
Jun 30, 2026	BEACON CAPITAL MANAGEMENT, INC.	1.76%	302.79K	8.1M	302.79K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.89%	153.32K	4.1M	39.2K	+34.35%
Jun 30, 2026	HANLON INVESTMENT MANAGEMENT, INC.	0.23%	40.14K	1.07M	4.88K	+13.83%
Jun 30, 2026	VESTGEN ADVISORS, LLC	0.24%	40.99K	1.1M	945	+2.36%
Jun 30, 2026	ASSETMARK, INC	18.03%	3.1M	82.97M	-27.81K	-0.89%
Jun 30, 2026	ENCOMPASS MORE ASSET MANAGEMENT	0.75%	129.23K	3.46M	-309.61K	-70.55%
Jun 30, 2026	J. SAFRA SARASIN HOLDING AG	0.69%	119.36K	3.14M	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.55%	94.81K	2.54M	-4.83K	-4.84%
Jun 30, 2026	COWA, LLC	0.45%	77.74K	2.08M	23.16K	+42.44%
Jun 30, 2026	VIDENT ADVISORY, LLC	0.43%	73.25K	1.96M	73.25K	+100.00%
Jun 30, 2026	VISIONPOINT ADVISORY GROUP, LLC	0.37%	63.22K	1.69M	-994	-1.55%
Jun 30, 2026	FSA INVESTMENT GROUP, LLC	0.36%	62.59K	1.67M	62.59K	+100.00%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.21%	36.94K	988.2K	-5.1K	-12.14%
Jun 30, 2026	PARALLEL ADVISORS, LLC	0.06%	4.31K	115.16K	-310	-6.72%
Jun 30, 2026	FIFTH THIRD BANCORP	0.04%	2.67K	71.53K	1.32K	+97.49%
Jun 30, 2026	UBS GROUP AG	0.02%	1.21K	32.26K	-34.64K	-96.64%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.02%	1.19K	31.86K	281	+30.88%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.01%	733	19.61K	53	+7.79%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.01%	652	17.44K	78	+13.59%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.01%	645	17.25K	645	+100.00%
Jun 30, 2026	SUMMIT PLACE FINANCIAL ADVISORS, LLC	1.11%	191.31K	5.12M	6.61K	+3.58%
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	1.9%	326.16K	8.72M	285.96K	+711.25%
Jun 30, 2026	MARIDEA WEALTH MANAGEMENT LLC	0.99%	170.41K	4.56M	70.3K	+70.22%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.98%	169.26K	4.53M	-136.06K	-44.56%
Jun 30, 2026	IFP ADVISORS, INC	0.1%	7.17K	191.72K	7.17K	+100.00%
Jun 30, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.11%	7.73K	206.89K	7.53K	+3,636.23%
Jun 30, 2026	ATRIA INVESTMENTS, INC	0.47%	81.54K	2.18M	54.77K	+204.62%
Jun 30, 2026	IGNITE PLANNERS, LLC	0.07%	11.44K	305.97K	99	+0.87%
Jun 30, 2026	SYNERGY ASSET MANAGEMENT, LLC	0.07%	11.46K	306.61K	11.46K	+100.00%
Jun 30, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.07%	11.91K	318.65K	11.91K	+100.00%
Jun 30, 2026	REYES FINANCIAL ARCHITECTURE, INC.	0.07%	12.88K	344.51K	-291.84K	-95.77%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	13.08K	350K	13.08K	+100.00%
Jun 30, 2026	ASCENT GROUP, LLC	0.09%	16.32K	436.53K	344	+2.15%
Jun 30, 2026	CITADEL ADVISORS LLC	0.08%	14.3K	382.53K	-5.1K	-26.29%
Jun 30, 2026	WAYSTONE ADVISORS LLC	0.19%	32.67K	873.89K	3.69K	+12.73%
Jun 30, 2026	MOULTON WEALTH MANAGEMENT, INC	0.21%	36.27K	971.58K	16.85K	+86.77%
Jun 30, 2026	SOVEREIGN FINANCIAL GROUP, INC.	0.21%	36.46K	975.28K	1.69K	+4.85%
Jun 30, 2026	BEAUMONT CAPITAL MANAGEMENT, LLC	0.26%	45.38K	1.21M	9	+0.02%
Jun 30, 2026	GATEWAY WEALTH PARTNERS, LLC	0.27%	45.82K	1.23M	1.71K	+3.87%
Jun 30, 2026	CAMARDA FINANCIAL ADVISORS, LLC	0.45%	76.78K	2.05M	76.78K	+100.00%
Jun 30, 2026	BROOKWOOD INVESTMENT GROUP LLC	0.06%	9.86K	263.84K	-6.21K	-38.62%
Jun 30, 2026	WBI INVESTMENTS, INC.	0.06%	9.64K	257.79K	-4.1K	-29.86%
Jun 30, 2026	LPL FINANCIAL LLC	2.06%	353.7K	9.46M	201.03K	+131.68%
Jun 30, 2026	WORTH ASSET MANAGEMENT, LLC	0.12%	8.74K	233.69K	8.74K	+100.00%
Jun 30, 2026	FORTIS GROUP ADVISORS, LLC	1.73%	297.43K	7.96M	297.43K	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	4.81%	827.28K	22.13M	627.17K	+313.40%
Jun 30, 2026	GENWEALTH GROUP, INC.	4.54%	781.53K	20.91M	22.3K	+2.94%
Jun 30, 2026	CAPITAL ADVISOR NETWORK LLC	0.56%	95.72K	2.56M	95.45K	+35,484.01%
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0.08%	5.38K	143.81K	5.38K	+100.00%
Jun 30, 2026	NVWM, LLC	0.06%	4.37K	116.76K	4.37K	+100.00%
Jun 30, 2026		0.46%	32.67K	873.89K	3.69K	+12.73%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.27%	46.45K	1.24M	46.45K	+100.00%
Jun 30, 2026	AVESTAR CAPITAL, LLC	0.24%	41.71K	1.12M	3.05K	+7.90%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.07%	12.83K	333.66K	-2.09K	-13.99%
Jun 30, 2026	MORGAN STANLEY	4.37%	750.81K	20.08M	255.41K	+51.56%
Jun 30, 2026	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	3.24%	556.91K	14.9M	26.17K	+4.93%
Jun 30, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	3.22%	553.49K	14.81M	333.38K	+151.46%
Jun 30, 2026	AUSDAL FINANCIAL PARTNERS, INC.	3.29%	565.84K	15.14M	346.53K	+158.01%
Jun 30, 2026	WEALTH HIGH GOVERNANCE ASSET MANAGEMENT LTDA.	1.09%	186.8K	5M	186.8K	+100.00%
Jun 30, 2026	LEGACY WEALTH PARTNERS, LLC	0.5%	85.68K	2.29M	14.59K	+20.53%
Mar 31, 2026	MILLINGTON SECURITIES, INC.	0.19%	13.74K	361.76K	13.74K	+100.00%
Mar 31, 2026	EMPOWERED FUNDS, LLC	7.22%	512.48K	13.49M	512.48K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	2.82%	200.12K	5.27M	87.97K	+78.44%
Mar 31, 2026	VISIONPOINT ADVISORY GROUP, LLC	0.9%	64.21K	1.69M	64.21K	+100.00%
Mar 31, 2026	COWA, LLC	0.77%	54.58K	1.44M	5.29K	+10.74%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0%	85	2.24K	0	0
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0%	106	2.79K	106	+100.00%
Mar 31, 2026	ROSSBY FINANCIAL, LCC	0%	219	5.76K	219	+100.00%
Mar 31, 2026	JOHNSON FINANCIAL GROUP, INC.	0%	284	7.48K	284	+100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.01%	680	17.9K	-1K	-59.52%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.01%	910	23.96K	910	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0.02%	1.14K	30.07K	135	+13.50%
Mar 31, 2026	FIFTH THIRD BANCORP	0.02%	1.35K	35.65K	1.35K	+100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0.07%	4.62K	121.51K	905	+24.39%
Mar 31, 2026	KAIZEN FINANCIAL STRATEGIES	0.11%	8K	207.12K	8K	+100.00%
Mar 31, 2026	GENWEALTH GROUP, INC.	10.7%	759.23K	19.99M	178.85K	+30.82%
Mar 31, 2026	ASSETMARK, INC	44.09%	3.13M	82.4M	3.07M	+5,638.96%
Mar 31, 2026	ENCOMPASS MORE ASSET MANAGEMENT	6.18%	438.84K	11.55M	438.84K	+100.00%
Mar 31, 2026	UBS GROUP AG	0.51%	35.85K	943.83K	35.01K	+4,208.41%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.52%	37.13K	977.5K	37.13K	+100.00%
Mar 31, 2026	GEOWEALTH MANAGEMENT, LLC	0.54%	38.15K	1M	38.15K	+100.00%
Mar 31, 2026	AVESTAR CAPITAL, LLC	0.54%	38.65K	1.02M	-1.74K	-4.32%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	1%	71.09K	1.87M	71.09K	+100.00%
Mar 31, 2026	AUSDAL FINANCIAL PARTNERS, INC.	3.09%	219.31K	5.77M	-158.93K	-42.02%
Mar 31, 2026	ADVYZON INVESTMENT MANAGEMENT, LLC	3.1%	220.11K	5.8M	-184.29K	-45.57%
Mar 31, 2026	REYES FINANCIAL ARCHITECTURE, INC.	4.29%	304.72K	8.02M	300.47K	+7,066.56%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.11%	8.01K	210.77K	8.01K	+100.00%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.12%	8.63K	227.21K	8.63K	+100.00%
Mar 31, 2026	IGNITE PLANNERS, LLC	0.16%	11.34K	298.56K	11.34K	+100.00%
Mar 31, 2026	VESTGEN ADVISORS, LLC	0.56%	40.04K	1.04M	40.04K	+100.00%
Mar 31, 2026	AMERITAS ADVISORY SERVICES, LLC	0.57%	40.21K	1.06M	40.21K	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.59%	42.05K	1.11M	6.55K	+18.44%
Mar 31, 2026	GATEWAY WEALTH PARTNERS, LLC	0.62%	44.11K	1.16M	44.11K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.31%	92.77K	2.44M	-192.22K	-67.45%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.4%	99.64K	2.62M	94.84K	+1,976.25%
Mar 31, 2026	MORGAN STANLEY	6.98%	495.4K	13.04M	298.09K	+151.08%
Mar 31, 2026	ASCENT GROUP, LLC	0.23%	15.98K	420.62K	15.98K	+100.00%
Mar 31, 2026	SOVEREIGN FINANCIAL GROUP, INC.	0.49%	34.77K	915.52K	1.38K	+4.14%
Mar 31, 2026	HANLON INVESTMENT MANAGEMENT, INC.	0.5%	35.26K	928.42K	35.26K	+100.00%
Mar 31, 2026	BEAUMONT CAPITAL MANAGEMENT, LLC	0.64%	45.37K	1.19M	45.37K	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.73%	51.65K	1.36M	-96.91K	-65.23%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.61%	114.12K	3M	114.12K	+100.00%
Mar 31, 2026	J. SAFRA SARASIN HOLDING AG	1.68%	119.36K	3.14M	-17.15K	-12.56%
Mar 31, 2026	JANE STREET GROUP, LLC	1.77%	125.86K	3.31M	91.71K	+268.58%
Mar 31, 2026	LPL FINANCIAL LLC	2.15%	152.67K	4.02M	105.55K	+224.01%
Mar 31, 2026	SUMMIT PLACE FINANCIAL ADVISORS, LLC	2.6%	184.7K	4.86M	-16.33K	-8.12%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	4.3%	305.32K	8.04M	180.35K	+144.31%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	11.54K	303.8K	-43.25K	-78.94%
Mar 31, 2026	WBI INVESTMENTS, INC.	0.19%	13.74K	361.76K	-10.29K	-42.81%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.21%	14.92K	392.87K	14.92K	+100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0.27%	19.4K	510.8K	11.5K	+145.57%
Mar 31, 2026		0.41%	28.98K	763.02K	28.98K	+100.00%
Mar 31, 2026	ATRIA INVESTMENTS, INC	0.38%	26.77K	704.75K	26.77K	+100.00%
Mar 31, 2026	MOULTON WEALTH MANAGEMENT, INC	0.27%	19.42K	510.98K	19.42K	+100.00%
Mar 31, 2026	BROOKWOOD INVESTMENT GROUP LLC	0.23%	16.07K	423.12K	16.07K	+100.00%
Mar 31, 2026	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	7.48%	530.74K	13.97M	17.5K	+3.41%
Mar 31, 2026	MARIDEA WEALTH MANAGEMENT LLC	1.41%	100.11K	2.64M	-125.3K	-55.59%
Mar 31, 2026	HILLTOP HOLDINGS INC.	0.25%	17.55K	462.07K	-29.06K	-62.35%
Dec 31, 2025	CITADEL ADVISORS LLC	0.11%	7.9K	203.82K	-24.1K	-75.31%
Dec 31, 2025	TREK FINANCIAL, LLC	0%	0	-	-323.72K	-100.00%
Dec 31, 2025	FORTIS GROUP ADVISORS, LLC	0%	0	-	-136.3K	-100.00%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-490	-100.00%
Dec 31, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	5.82%	404.4K	10.43M	305.29K	+308.03%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	8.39%	583.15K	15.05M	583.15K	+100.00%
Dec 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	5.44%	378.25K	9.76M	248.5K	+191.53%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	5.18%	342K	8.82M	342K	+100.00%
Dec 31, 2025	MARIDEA WEALTH MANAGEMENT LLC	3.89%	225.42K	5.82M	99.47K	+78.98%
Dec 31, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	8.86%	513.24K	13.24M	938	+0.18%
Dec 31, 2025	GENWEALTH GROUP, INC.	10.02%	580.39K	14.99M	-57.91K	-9.07%
Dec 31, 2025	FMR LLC	0%	17	439	17	+100.00%
Dec 31, 2025	REYES FINANCIAL ARCHITECTURE, INC.	0.07%	4.25K	109.7K	4.25K	+100.00%
Dec 31, 2025	HILLTOP HOLDINGS INC.	0.67%	46.61K	1.2M	46.61K	+100.00%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.95%	54.79K	1.41M	54.79K	+100.00%
Dec 31, 2025	TCTC HOLDINGS, LLC	0%	22	568	0	0
Dec 31, 2025	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0%	30	774	0	0
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	159	4.1K	159	+100.00%
Dec 31, 2025	HORIZON INVESTMENTS, LLC	0.01%	360	9.29K	85	+30.91%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	4.8K	123.82K	-785	-14.06%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-9.62K	-100.00%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	0	-	-3	-100.00%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	0	-	-113	-100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-1	-100.00%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0%	85	2.19K	0	0
Dec 31, 2025	COMERICA BANK	0%	100	2.58K	50	+100.00%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0%	163	4.2K	44	+36.97%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	611	15.76K	64	+11.70%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	956	24.67K	580	+154.26%
Dec 31, 2025	JPMORGAN CHASE & CO	0.02%	1K	25.8K	-439	-30.51%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.02%	1.68K	43.34K	0	0
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.03%	1.78K	45.85K	1.78K	+100.00%
Dec 31, 2025	TUCKER ASSET MANAGEMENT LLC	0.05%	2.64K	68.09K	2.64K	+100.00%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0.05%	3.71K	95.72K	3.71K	+100.00%
Dec 31, 2025	PMV CAPITAL ADVISERS, LLC	0.09%	5.28K	136.28K	5.28K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.11%	7.93K	205K	7.9K	+31,612.00%
Dec 31, 2025	GTS SECURITIES LLC	0.16%	11.4K	293.99K	11.4K	+100.00%
Dec 31, 2025	WBI INVESTMENTS, INC.	0.35%	24.03K	619.88K	1.17K	+5.13%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.37%	21.46K	563.08K	21.46K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.59%	34.15K	880.97K	-90.52K	-72.61%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.51%	35.5K	915.85K	-97.56K	-73.32%
Dec 31, 2025	SOVEREIGN FINANCIAL GROUP, INC.	0.58%	33.39K	861.41K	1.96K	+6.24%
Dec 31, 2025	AVESTAR CAPITAL, LLC	0.61%	40.4K	1.04M	-19.57K	-32.64%
Dec 31, 2025	LPL FINANCIAL LLC	0.71%	47.12K	1.22M	34.03K	+260.08%
Dec 31, 2025	COWA, LLC	0.75%	49.29K	1.27M	37.96K	+335.26%
Dec 31, 2025	ASSETMARK, INC	0.94%	54.53K	1.41M	54.21K	+16,834.47%
Dec 31, 2025	VIDENT ADVISORY, LLC	1.06%	73.5K	1.9M	73.5K	+100.00%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.61%	112.15K	2.89M	89.22K	+389.05%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	2.14%	148.56K	3.83M	148.56K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	2.16%	124.97K	3.22M	14.32K	+12.94%
Dec 31, 2025	J. SAFRA SARASIN HOLDING AG	2.36%	136.51K	3.52M	10.8K	+8.59%
Dec 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	2.6%	171.25K	4.42M	5.54K	+3.34%
Dec 31, 2025	MORGAN STANLEY	2.84%	197.31K	5.09M	35.43K	+21.89%
Dec 31, 2025	SUMMIT PLACE FINANCIAL ADVISORS, LLC	3.47%	201.03K	5.19M	-4.56K	-2.22%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	4.1%	284.99K	7.35M	248.77K	+686.99%
Dec 31, 2025	UBS GROUP AG	0.01%	832	21.47K	0	0
Dec 31, 2025	LEGACY CAPITAL WEALTH PARTNERS, LLC	0%	0	-	-21.04K	-100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.02%	1.44K	37.98K	14	+0.98%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.03%	1.68K	44.34K	1K	+147.06%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	5.58K	146.69K	-2.74K	-32.93%
Sep 30, 2025	SOVEREIGN FINANCIAL GROUP, INC.	0.54%	31.43K	829.39K	31.43K	+100.00%
Sep 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	1.72%	99.11K	2.62M	-15.93K	-13.85%
Sep 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	2.18%	125.94K	3.35M	64.23K	+104.07%
Sep 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	2.25%	129.75K	3.42M	51.99K	+66.87%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.31%	133.06K	3.51M	-93.23K	-41.20%
Sep 30, 2025	FORTIS GROUP ADVISORS, LLC	2.36%	136.3K	3.68M	136.3K	+100.00%
Sep 30, 2025	MORGAN STANLEY	2.8%	161.87K	4.27M	144.06K	+808.83%
Sep 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	2.87%	165.71K	4.37M	165.71K	+100.00%
Sep 30, 2025	SUMMIT PLACE FINANCIAL ADVISORS, LLC	3.56%	205.59K	5.43M	-9.7K	-4.51%
Sep 30, 2025	TREK FINANCIAL, LLC	5.61%	323.72K	8.54M	323.72K	+100.00%
Sep 30, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	8.88%	512.31K	13.52M	32.55K	+6.78%
Sep 30, 2025	J. SAFRA SARASIN HOLDING AG	2.18%	125.71K	3.32M	125.71K	+100.00%
Sep 30, 2025	COWA, LLC	0.2%	11.32K	298.81K	11.32K	+100.00%
Sep 30, 2025	HORIZON INVESTMENTS, LLC	0%	275	7.26K	275	+100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	113	2.99K	113	+100.00%
Sep 30, 2025	SIMPLEX TRADING, LLC	0%	0	-	-2.67K	-100.00%
Sep 30, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	0%	0	-	-189.4K	-100.00%
Sep 30, 2025	INVESTORS RESEARCH CORP	0%	0	-	-170	-100.00%
Sep 30, 2025	GENWEALTH GROUP, INC.	11.06%	638.3K	16.84M	48.36K	+8.20%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.4%	22.93K	605.17K	-5.48K	-19.28%
Sep 30, 2025	WBI INVESTMENTS, INC.	0.4%	22.85K	603.1K	10.67K	+87.51%
Sep 30, 2025	JANE STREET GROUP, LLC	2.15%	124.66K	3.29M	-14.52K	-10.43%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.92%	110.65K	2.92M	-59.76K	-35.07%
Sep 30, 2025	AVESTAR CAPITAL, LLC	1.04%	59.97K	1.58M	-5.09K	-7.82%
Sep 30, 2025	LPL FINANCIAL LLC	0.23%	13.09K	345.32K	1.45K	+12.42%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	547	14.44K	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	490	12.94K	0	0
Sep 30, 2025	ASSETMARK, INC	0.01%	322	8.5K	-82	-20.30%
Sep 30, 2025	TCTC HOLDINGS, LLC	0%	22	581	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	3	79	3	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	20	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-42	-100.00%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0%	0	-	-500	-100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-12.8K	-100.00%
Sep 30, 2025	INTERACTIVE FINANCIAL ADVISORS, INC.	0%	0	-	-8.65K	-100.00%
Sep 30, 2025	UBS GROUP AG	0.01%	832	21.96K	-3.82K	-82.10%
Sep 30, 2025	WOLVERINE TRADING, LLC	0.16%	9.2K	242.7K	9.2K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	9.62K	254K	-3.05K	-24.08%
Sep 30, 2025	MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC	0%	0	-	-519.19K	-100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.17%	9.8K	258.62K	-26.1K	-72.70%
Sep 30, 2025	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.36%	21.04K	555.25K	-4.72K	-18.34%
Sep 30, 2025	J HAGAN CAPITAL, INC.	0%	0	-	-12.92K	-100.00%
Sep 30, 2025	DEFINED FINANCIAL PLANNING LLC	0%	0	-	-9.38K	-100.00%
Sep 30, 2025	REYES FINANCIAL ARCHITECTURE, INC.	0%	0	-	-5.18K	-100.00%
Sep 30, 2025	HERITAGE OAK WEALTH ADVISORS LLC	0%	0	-	-17.75K	-100.00%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0%	0	-	-80.78K	-100.00%
Sep 30, 2025	PMV CAPITAL ADVISERS, LLC	0%	0	-	-668	-100.00%
Sep 30, 2025	WORTH ASSET MANAGEMENT, LLC	0%	0	-	-16.28K	-100.00%
Sep 30, 2025	WORTHPOINTE, LLC	0%	0	-	-32.85K	-100.00%
Sep 30, 2025	RALEIGH CAPITAL MANAGEMENT INC.	0%	0	-	-25.19K	-100.00%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-7	-100.00%
Sep 30, 2025	NEWSQUARE CAPITAL LLC	0%	0	-	-73.61K	-100.00%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	0	-	-549.57K	-100.00%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0%	0	-	-17.26K	-100.00%
Sep 30, 2025	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0%	30	792	0	0
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0%	85	2.24K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0%	25	1K	0	0
Sep 30, 2025	COMERICA BANK	0%	50	1.32K	0	0
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0%	119	3.14K	52	+77.61%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	376	9.92K	0	0
Jun 30, 2025	AUSDAL FINANCIAL PARTNERS, INC.	1.46%	77.75K	2M	-105.66K	-57.61%
Jun 30, 2025	GENWEALTH GROUP, INC.	11.07%	589.94K	15.2M	7.36K	+1.26%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	10.31%	549.57K	14.16M	549.57K	+100.00%
Jun 30, 2025	MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC	9.74%	519.19K	13.38M	519.19K	+100.00%
Jun 30, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	9%	479.76K	12.36M	6.31K	+1.33%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.25%	226.29K	5.83M	-19.6K	-7.97%
Jun 30, 2025	SUMMIT PLACE FINANCIAL ADVISORS, LLC	4.04%	215.29K	5.55M	3.57K	+1.69%
Jun 30, 2025	VIRTUE CAPITAL MANAGEMENT, LLC	3.55%	189.4K	4.88M	189.4K	+100.00%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	490	12.63K	-89.96K	-99.46%
Jun 30, 2025	AVESTAR CAPITAL, LLC	1.22%	65.06K	1.68M	206	+0.32%
Jun 30, 2025	WORTHPOINTE, LLC	0.62%	32.85K	846.62K	32.85K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.53%	28.41K	732.1K	-218.86K	-88.51%
Jun 30, 2025	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.48%	25.76K	663.94K	25.76K	+100.00%
Jun 30, 2025	RALEIGH CAPITAL MANAGEMENT INC.	0.47%	25.19K	649.02K	25.19K	+100.00%
Jun 30, 2025	HERITAGE OAK WEALTH ADVISORS LLC	0.33%	17.75K	457.34K	17.75K	+100.00%
Jun 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.32%	17.26K	444.79K	17.26K	+100.00%
Jun 30, 2025	WORTH ASSET MANAGEMENT, LLC	0.31%	16.28K	419.48K	-13.82K	-45.92%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	12.68K	327K	-422	-3.22%
Jun 30, 2025	WBI INVESTMENTS, INC.	0.23%	12.19K	314.09K	225	+1.88%
Jun 30, 2025	LPL FINANCIAL LLC	0.22%	11.64K	299.94K	-347.17K	-96.76%
Jun 30, 2025	INTERACTIVE FINANCIAL ADVISORS, INC.	0.16%	8.65K	223.03K	-22	-0.25%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.01%	680	17.52K	281	+70.43%
Jun 30, 2025	ASSETMARK, INC	0.01%	404	10.41K	-7.8K	-95.08%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	376	9.69K	376	+100.00%
Jun 30, 2025	INVESTORS RESEARCH CORP	0%	170	4.38K	0	0
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0%	85	2.19K	-306	-78.26%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0%	67	1.73K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	42	1.08K	42	+100.00%
Jun 30, 2025	TCTC HOLDINGS, LLC	0%	22	567	0	0
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	7	180	5	+250.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	8.33K	215.47K	-360	-4.14%
Jun 30, 2025	UBS GROUP AG	0.09%	4.65K	119.78K	3.3K	+244.55%
Jun 30, 2025	SIMPLEX TRADING, LLC	0.05%	2.67K	68K	2.67K	+100.00%
Jun 30, 2025	COMERICA BANK	0%	50	1.29K	0	0
Jun 30, 2025	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0%	30	773	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0%	25	1K	-391	-93.99%
Jun 30, 2025		0.01%	668	17.21K	-34.27K	-98.09%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	12.8K	329.86K	12.8K	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	3.2%	170.41K	4.39M	119.09K	+232.02%
Jun 30, 2025	JANE STREET GROUP, LLC	2.61%	139.18K	3.59M	-33.88K	-19.58%
Jun 30, 2025	FLOW TRADERS U.S. LLC	1.52%	80.78K	2.08M	80.78K	+100.00%
Jun 30, 2025	NEWSQUARE CAPITAL LLC	1.38%	73.61K	1.9M	1.52K	+2.11%
Jun 30, 2025	CITADEL ADVISORS LLC	0.46%	24.37K	627.99M	-18.06K	-42.56%
Jun 30, 2025	MORGAN STANLEY	0.33%	17.81K	459M	-79.32K	-81.66%
Jun 30, 2025	JPMORGAN CHASE & CO	0.03%	1.43K	36.72K	-1.38K	-49.14%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	547	14.1K	0	0
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.01%	500	12.89K	0	0
Jun 30, 2025	ADVYZON INVESTMENT MANAGEMENT, LLC	2.16%	115.04K	2.96M	115.04K	+100.00%
Jun 30, 2025	MARIDEA WEALTH MANAGEMENT LLC	1.16%	61.72K	1.59M	-103.03K	-62.54%
Jun 30, 2025	DEFINED FINANCIAL PLANNING LLC	0.18%	9.38K	246.2K	-5.79K	-38.15%
Jun 30, 2025	REYES FINANCIAL ARCHITECTURE, INC.	0.1%	5.18K	133.49K	236	+4.77%
Jun 30, 2025	PMV CAPITAL ADVISERS, LLC	0.01%	668	17.21K	-34.27K	-98.09%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	13.1K	357K	-85.2K	-86.68%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.01%	391	10.66K	0	0
Mar 31, 2025	WALLACE ADVISORY GROUP, LLC	0.24%	17.62K	487.23K	17.62K	+100.00%
Mar 31, 2025	NAPA WEALTH MANAGEMENT	0.25%	18.71K	510.14K	5.5K	+41.58%
Mar 31, 2025	TREK FINANCIAL, LLC	0.43%	32.11K	875.24K	32.11K	+100.00%
Mar 31, 2025	SUMMIT PLACE FINANCIAL ADVISORS, LLC	2.83%	211.72K	5.77M	15.85K	+8.09%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.29%	245.88K	6.7M	-4.51K	-1.80%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.31%	247.27K	6.74M	-36.02K	-12.71%
Mar 31, 2025	MOULTON WEALTH MANAGEMENT, INC	0.68%	50.72K	1.38M	39.02K	+333.50%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.69%	51.33K	1.4M	-172.59K	-77.08%
Mar 31, 2025	NEWSQUARE CAPITAL LLC	0.96%	72.09K	1.97M	-2.74K	-3.66%
Mar 31, 2025	ACCURATE WEALTH MANAGEMENT, LLC	2.4%	179.42K	4.74M	179.42K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.02%	1.35K	36.77K	43	+3.29%
Mar 31, 2025	JPMORGAN CHASE & CO	0.04%	2.8K	76.38K	-77.72K	-96.52%
Mar 31, 2025	NVWM, LLC	0.08%	5.67K	154.67K	5.67K	+100.00%
Mar 31, 2025	INTERACTIVE FINANCIAL ADVISORS, INC.	0.12%	8.68K	236.53K	-93	-1.06%
Mar 31, 2025	JANE STREET GROUP, LLC	2.32%	173.06K	4.72M	100.92K	+139.89%
Mar 31, 2025	ASSETMARK, INC	0.11%	8.21K	223.72K	-64.72K	-88.75%
Mar 31, 2025	PFG ADVISORS	0.14%	10.42K	284.08K	-456	-4.19%
Mar 31, 2025	AVESTAR CAPITAL, LLC	0.87%	64.85K	1.77M	-11.72K	-15.30%
Mar 31, 2025	AUSDAL FINANCIAL PARTNERS, INC.	2.45%	183.41K	5M	183.41K	+100.00%
Mar 31, 2025	VIDENT ADVISORY, LLC	4.58%	342.38K	9.33M	301.69K	+741.44%
Mar 31, 2025	LPL FINANCIAL LLC	4.8%	358.81K	9.78M	-75.54K	-17.39%
Mar 31, 2025	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	6.34%	473.45K	12.91M	11.43K	+2.47%
Mar 31, 2025	WORTH ASSET MANAGEMENT, LLC	0.4%	30.1K	820.55K	-2.62K	-8.00%
Mar 31, 2025	PORTSIDE WEALTH GROUP, LLC	0.41%	30.83K	852.65K	0	0
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0%	328	8.94K	328	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	416	12K	-1.18K	-73.93%
Mar 31, 2025	MORGAN STANLEY	1.3%	97.13K	2.65M	90.58K	+1,382.19%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.01%	399	10.88K	0	0
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.01%	500	13.63K	-13.77K	-96.50%
Mar 31, 2025		0.01%	600	16.36K	600	+100.00%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.66%	49.58K	1.35M	49.58K	+100.00%
Mar 31, 2025	AMERITAS ADVISORY SERVICES, LLC	1.21%	90.45K	2.5M	0	0
Mar 31, 2025	INVESTORS RESEARCH CORP	0%	170	4.63K	0	0
Mar 31, 2025	GOOD LIFE ADVISORS, LLC	0.97%	72.78K	1.98M	72.78K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.13%	9.8K	267.15K	9.8K	+100.00%
Mar 31, 2025	SUMMIT FINANCIAL, LLC	0.79%	59.02K	1.61M	59.02K	+100.00%
Mar 31, 2025	EMPOWERED FUNDS, LLC	2.7%	201.42K	5.49M	68.04K	+51.01%
Mar 31, 2025	GENWEALTH GROUP, INC.	7.8%	582.58K	15.88M	23.45K	+4.19%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	8.69K	236.82K	-6.64K	-43.31%
Mar 31, 2025	WBI INVESTMENTS, INC.	0.16%	11.96K	326.11K	11.96K	+100.00%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	547	14.91K	547	+100.00%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	0	-	-2.61K	-100.00%
Mar 31, 2024	RESONANT CAPITAL ADVISORS, LLC	0%	0	-	-10.5K	-100.00%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0%	0	-	-8.46K	-100.00%
Mar 31, 2024	FLAGSHIP HARBOR ADVISORS, LLC	0%	0	-	-23.08K	-100.00%
Mar 31, 2024	VENTURI WEALTH MANAGEMENT, LLC	0%	0	-	-1.66K	-100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-306	-100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.51%	216.84K	5.68M	45.63K	+26.65%
Mar 31, 2024	JANE STREET GROUP, LLC	9.72%	600.68K	15.74M	-521.7K	-46.48%
Mar 31, 2024	GENWEALTH GROUP, INC.	6.3%	501.46K	13.14M	36.74K	+7.91%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-15.92K	-100.00%
Mar 31, 2024	FMR LLC	0%	0	-	-111	-100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0%	3	84	0	0
Mar 31, 2024	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0%	30	786K	-48	-61.54%
Mar 31, 2024	COMERICA BANK	0%	50	1.31K	-65	-56.52%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0%	85	2.23K	0	0
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0%	125	3.29M	0	0
Mar 31, 2024	YOUR ADVOCATES LTD., LLP	0%	160	4.19K	100	+166.67%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0%	300	7.86K	5	+1.69%
Mar 31, 2024	CWM, LLC	0%	324	8K	-1.29K	-79.91%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.01%	518	13.57K	518	+100.00%
Mar 31, 2024	UBS GROUP AG	0.01%	905	23.71K	271	+42.74%
Mar 31, 2024	CUTLER GROUP LLC / CA	0.02%	975	25K	975	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.04%	2.31K	61K	-2.43K	-51.34%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0.06%	4.62K	121.02K	0	0
Mar 31, 2024	ATOMI FINANCIAL GROUP, INC.	0.1%	8.16K	213.9K	-3.73K	-31.38%
Mar 31, 2024	INTERACTIVE FINANCIAL ADVISORS, INC.	0.12%	9.54K	249.99K	9.54K	+100.00%
Mar 31, 2024	AVEO CAPITAL PARTNERS, LLC	0.17%	13.64K	361.4K	-64	-0.47%
Mar 31, 2024	HRT FINANCIAL LP	0.22%	17.4K	455K	-20.85K	-54.52%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.24%	15.08K	395.13K	15.08K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.33%	20.1K	526.56K	-6.78K	-25.23%
Mar 31, 2024	TAP CONSULTING, LLC	0.5%	39.39K	1.03M	6.16K	+18.55%
Mar 31, 2024	SIGNIFICANT WEALTH PARTNERS LLC	0.6%	47.51K	1.24M	47.51K	+100.00%
Mar 31, 2024	MORGAN STANLEY	0.6%	37.36K	978.9K	-26.45K	-41.45%
Mar 31, 2024	LPL FINANCIAL LLC	0.61%	37.69K	987.37K	-55.05K	-59.36%
Mar 31, 2024	CLIENT FIRST INVESTMENT MANAGEMENT LLC	0.62%	48.93K	1.28M	48.93K	+100.00%
Mar 31, 2024	NEWSQUARE CAPITAL LLC	0.91%	72.06K	1.89M	3.23K	+4.69%
Mar 31, 2024	BEAUMONT CAPITAL MANAGEMENT, LLC	1.24%	98.98K	2.59M	-3.88K	-3.78%
Mar 31, 2024	JPMORGAN CHASE & CO	1.61%	99.35K	2.6M	-25.6K	-20.49%
Mar 31, 2024	VIDENT ADVISORY, LLC	2%	159.16K	4.17M	33.79K	+26.95%
Mar 31, 2024	ASSETMARK, INC	2.27%	180.72K	4.73M	-256	-0.14%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	2.45%	151.6K	3.97M	105K	+225.27%
Mar 31, 2024	SUMMIT PLACE FINANCIAL ADVISORS, LLC	2.62%	208.1K	5.45M	4.71K	+2.31%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	2.96%	235.46K	6.17M	-3.64K	-1.52%
Mar 31, 2024	PFG ADVISORS	3.46%	274.88K	7.2M	-49.86K	-15.35%
Mar 31, 2024	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	5.6%	445.69K	11.68M	3.3K	+0.75%
Mar 31, 2024	AVESTAR CAPITAL, LLC	1.17%	93.22K	2.44M	93.22K	+100.00%
Mar 31, 2024	BANK OF MONTREAL /CAN/	1.19%	94.5K	2.48M	94.21K	+32,826.83%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	2.98%	237.26K	6.22M	237.26K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	83	2.18K	83	+100.00%
Mar 31, 2024	VEERY CAPITAL, LLC	0.4%	31.82K	833.61K	6.91K	+27.76%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.71%	44.05K	1.15M	-3.42K	-7.20%
Mar 31, 2024	VITALSTONE FINANCIAL, LLC	0.79%	62.54K	1.64K	54.29K	+658.16%
Mar 31, 2024	DRAVO BAY LLC	0.84%	67.02K	1.76M	9.17K	+15.86%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.92%	73.04K	1.94M	63.7K	+681.91%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.15%	71.17K	1.86M	-4.28K	-5.67%
Dec 31, 2023	GENWEALTH GROUP, INC.	7.55%	464.72K	11.67M	-8.49K	-1.79%
Dec 31, 2023	COMERICA BANK	0%	115	2.89K	-542	-82.50%
Dec 31, 2023	IFP ADVISORS, INC	0%	185	4.65K	185	+100.00%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0%	287	7.79K	-16.83K	-98.32%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0%	295	7.59K	295	+100.00%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.01%	306	7.68K	306	+100.00%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0.01%	446	11.2K	446	+100.00%
Dec 31, 2023	UBS GROUP AG	0.01%	634	15.92K	-45	-6.63%
Dec 31, 2023	CUTLER GROUP LLC / CA	0.03%	1.6K	4K	1.6K	+100.00%
Dec 31, 2023	CWM, LLC	0.03%	1.61K	41K	0	0
Dec 31, 2023	VENTURI WEALTH MANAGEMENT, LLC	0.03%	1.66K	41.56K	0	0
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.04%	2.61K	104K	2.51K	+2,410.58%
Dec 31, 2023	LARSON FINANCIAL GROUP LLC	0.08%	4.62K	115.98K	4.62K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.08%	4.74K	120K	4.64K	+4,737.76%
Dec 31, 2023	VITALSTONE FINANCIAL, LLC	0.13%	8.25K	207K	8.25K	+100.00%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.14%	8.46K	214.44K	8.46K	+100.00%
Dec 31, 2023	AMERITAS ADVISORY SERVICES, LLC	0.15%	9.34K	242.04K	1.32K	+16.51%
Dec 31, 2023	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.15%	9.42K	236K	9.42K	+100.00%
Dec 31, 2023	RESONANT CAPITAL ADVISORS, LLC	0.17%	10.5K	263.66K	10.5K	+100.00%
Dec 31, 2023	ATOMI FINANCIAL GROUP, INC.	0.19%	11.9K	298.73K	-4.81K	-28.79%
Dec 31, 2023	AVEO CAPITAL PARTNERS, LLC	0.22%	13.71K	344.18K	13.71K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.26%	15.92K	400K	15.92K	+100.00%
Dec 31, 2023		0%	125	3.14K	0	0
Dec 31, 2023	FLAGSHIP HARBOR ADVISORS, LLC	0.37%	23.08K	579.52K	23.08K	+100.00%
Dec 31, 2023	WORTH ASSET MANAGEMENT, LLC	0.38%	23.48K	589.48K	-56.25K	-70.55%
Dec 31, 2023	VEERY CAPITAL, LLC	0.4%	24.9K	625.35K	9.28K	+59.41%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.44%	26.88K	675.71K	12.79K	+90.73%
Dec 31, 2023	TAP CONSULTING, LLC	0.54%	33.22K	834.18K	-995	-2.91%
Dec 31, 2023	HRT FINANCIAL LP	0.62%	38.25K	960K	38.25K	+100.00%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.76%	46.61K	1.17M	24.02K	+106.29%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.77%	47.47K	1.19M	-754.67K	-94.08%
Dec 31, 2023	DRAVO BAY LLC	0.94%	57.85K	1.45M	-897	-1.53%
Dec 31, 2023	MORGAN STANLEY	1.04%	63.81K	1.6M	-248.11K	-79.54%
Dec 31, 2023	NEWSQUARE CAPITAL LLC	1.12%	68.83K	1.73M	872	+1.28%
Dec 31, 2023	LPL FINANCIAL LLC	1.51%	92.74K	2.33M	-36.37K	-28.17%
Dec 31, 2023	BEAUMONT CAPITAL MANAGEMENT, LLC	1.67%	102.87K	2.58M	102.87K	+100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	2.03%	124.96K	3.14M	-113.14K	-47.52%
Dec 31, 2023	VIDENT ADVISORY, LLC	2.04%	125.37K	3.15M	-34.04K	-21.35%
Dec 31, 2023	CITADEL ADVISORS LLC	0.04%	2.5K	62.78K	2.5K	+100.00%
Dec 31, 2023	JANE STREET GROUP, LLC	18.23%	1.12M	28.18M	732.66K	+188.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.78%	171.21K	4.3M	-10.42K	-5.74%
Dec 31, 2023	ASSETMARK, INC	2.94%	180.97K	4.54M	179.78K	+15,018.80%
Dec 31, 2023	SUMMIT PLACE FINANCIAL ADVISORS, LLC	3.3%	203.4K	5.11M	7.43K	+3.79%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	3.88%	239.1K	6M	-585	-0.24%
Dec 31, 2023	PFG ADVISORS	5.28%	324.74K	8.15M	28.93K	+9.78%
Dec 31, 2023	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	7.19%	442.39K	11.11M	-2.47K	-0.56%

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