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

Who are the major shareholders selling ProShares - Ultra Financials stock?

WEALTHSPIRE ADVISORS, LLC, in the last quarter, reduced its stake in UYG by -5.09% restricting it's holding to 3.8 thousand shares of worth nearly $325.27K. COLONY GROUP, LLC also lessened -0.09% of the UYG shares from its portfolio, reducing its holding to 24.43 thousand shares of worth $2.09M. SANCTUARY ADVISORS, LLC also shunned UYG shares holding by -13.19% last quarter which brought its holding to 2.63 thousand shares worth $224.79K.

Investors who are buying UYG stock?

As per its latest 13F filing, LPL FINANCIAL LLC increased its stake in UYG by 100% in the last quarter. The institutional holder raised its holding to 2.62 thousand shares having worth more than $224.23K. SUSQUEHANNA INTERNATIONAL GROUP, LLP also added 100% more shares of UYG to its portfolio, raising its holding to 17.2 thousand shares of worth $1.47M. INTEGRATED ADVISORS NETWORK LLC also increased its UYG shares holding by 100% which brought its holding to 11.7 thousand shares worth $1.00M.

UYG's major insiders: who are they?

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

Did an insider recently sell UYG stock?

Company executives, directors, and other insiders own N/A percent of ProShares - Ultra Financials's stock. Within the last six months, there have been 0 transaction(s) in which UYG insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased UYG stock?

There have been 0 transaction(s) during the past 6-months in which ProShares - Ultra Financials insiders have bought stock, totalling 0 shares

How much of UYG does insiders own?

Around 0 ProShares - Ultra Financials shares are held by insiders, which represents about N/A of UYG stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in UYG?

WAVERLY ADVISORS, LLC is the largest institutional owner in UYG which holds 10.25 thousand shares worth $877.09K or 0.13% of the total UYG shares outstanding followed by LPL FINANCIAL LLC with ownership of 2.62 thousand shares representing 0.03% of the UYG ownership. SUSQUEHANNA INTERNATIONAL GROUP, LLP is the third largest stakeholder with 17.2 thousand shares or 0.22% of the ownership worth more than $1.47M.

Is ProShares - Ultra Financials 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 UYG is concerned, it is a stock which is optionable.

Is there a short position on UYG's shares?

Number of UYG 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 UYG shares are there?

As of today, null shares of UYG are outstanding.

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

UYG 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 UYG is null.

ProShares - Ultra Financials (UYG) 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. WAVERLY ADVISORS, LLC is the top corporate investor, holding 10.25K shares valued at $877.09K. A 0.13% stake in ProShares - Ultra Financials is owned by the company. LPL FINANCIAL LLC owns 2.62K shares valued at $224.23K, which translates its holding of 0.03% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	WAVERLY ADVISORS, LLC	0.13%	10.25K	877.09K	0	0
Jun 30, 2026	LPL FINANCIAL LLC	0.03%	2.62K	224.23K	2.62K	+100.00%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	17.2K	1.47M	17.2K	+100.00%
Jun 30, 2026	PINNACLE FINANCIAL PARTNERS, INC.	0.19%	15K	1.28M	0	0
Jun 30, 2026	INTEGRATED ADVISORS NETWORK LLC	0.15%	11.7K	1M	11.7K	+100.00%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0.03%	2.54K	217.18K	2.54K	+100.00%
Jun 30, 2026	UNITED ADVISOR GROUP, LLC	0.03%	2.47K	211.37K	2.47K	+100.00%
Jun 30, 2026	GLENMEDE TRUST CO NA	0.03%	2.46K	210.76K	2.46K	+100.00%
Jun 30, 2026	SOLLINDA CAPITAL MANAGEMENT LLC	0.03%	2.45K	209.99K	2.45K	+100.00%
Jun 30, 2026	B. RILEY WEALTH ADVISORS, INC.	0.03%	2.36K	202.35K	2.36K	+100.00%
Jun 30, 2026	PARISI GRAY WEALTH MANAGEMENT	0.03%	2.36K	201.58K	2.36K	+100.00%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.1%	7.69K	613.53K	3.91K	+103.20%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.08%	5.82K	498.02K	0	0
Jun 30, 2026	COASTAL BRIDGE ADVISORS, LLC	0.07%	5.48K	469.27K	0	0
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.05%	4.18K	357.85K	2.09K	+100.00%
Jun 30, 2026	WEALTHSPIRE ADVISORS, LLC	0.05%	3.8K	325.27K	-204	-5.09%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.04%	3.26K	279.1K	0	0
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.03%	2.47K	211K	2.47K	+100.00%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.03%	2.23K	190.74K	2.23K	+100.00%
Jun 30, 2026	CASSADAY & CO WEALTH MANAGEMENT LLC	0.52%	40.1K	3.43M	300	+0.75%
Jun 30, 2026	TOTH FINANCIAL ADVISORY CORP	0.36%	28K	2.4M	0	0
Jun 30, 2026	COLONY GROUP, LLC	0.31%	24.43K	2.09M	-21	-0.09%
Jun 30, 2026	CITADEL ADVISORS LLC	0.23%	18K	1.54M	2.6K	+16.88%
Jun 30, 2026	JANE STREET GROUP, LLC	0.23%	17.7K	1.51M	17.7K	+100.00%
Jun 30, 2026	SANCTUARY ADVISORS, LLC	0.03%	2.63K	224.79K	-399	-13.19%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.04%	2.74K	234.08K	2.74K	+100.00%
Jun 30, 2026	PRIVATE ADVISOR GROUP, LLC	0.04%	3K	256.71K	0	0
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.04%	3.06K	262.05K	0	0
Jun 30, 2026	LOWERY THOMAS, LLC	0.04%	3.24K	277.41K	3.24K	+100.00%
Jun 30, 2026	LAZARI CAPITAL MANAGEMENT, INC.	0.05%	3.51K	300.35K	0	0
Jun 30, 2026	LIDO ADVISORS, LLC	0.05%	3.53K	302.4K	0	0
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.05%	3.58K	306.26K	0	0
Jun 30, 2026	SUMMIT TRAIL ADVISORS, LLC	0.05%	3.62K	309.83K	0	0
Jun 30, 2026	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.05%	3.83K	327.65K	0	0
Jun 30, 2026	KENNEDY INVESTMENT GROUP	0.05%	4.1K	350.84K	0	0
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.05%	4.12K	352.29K	623	+17.83%
Jun 30, 2026	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.06%	4.9K	419.08K	-48	-0.97%
Jun 30, 2026	CERITY PARTNERS LLC	0.06%	5K	427.85K	0	0
Jun 30, 2026	DIMENSION CAPITAL MANAGEMENT LLC	0.06%	5K	427.85K	0	0
Jun 30, 2026	XTX TOPCO LTD	0.07%	5.25K	449.24K	5.25K	+100.00%
Jun 30, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.07%	5.41K	463.19K	0	0
Jun 30, 2026	CREATIVE PLANNING	0.07%	5.59K	478.22K	1.02K	+22.19%
Jun 30, 2026	BLAIR WILLIAM & CO/IL	0.08%	6.12K	523.26K	0	0
Jun 30, 2026	CIBC BANCORP USA INC.	0.09%	6.81K	582.37K	0	0
Jun 30, 2026	SUMMIT FINANCIAL, LLC	0.09%	7.03K	601.71K	7.03K	+100.00%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.09%	7.31K	625.86K	0	0
Jun 30, 2026	CAPITAL INVESTMENT COUNSEL, INC	0.1%	7.56K	646.48K	-700	-8.48%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.12%	9.49K	874.6K	12	+0.13%
Jun 30, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.16%	12.7K	1.09M	-23	-0.18%
Mar 31, 2026	CITADEL ADVISORS LLC	0.2%	15.4K	1.13M	2.3K	+17.56%
Mar 31, 2026	COLONY GROUP, LLC	0.32%	24.45K	1.79M	271	+1.12%
Mar 31, 2026	HARTFORD FINANCIAL MANAGEMENT INC.	0.01%	420	30.83K	0	0
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.03%	2.09K	153.5K	0	0
Mar 31, 2026	HARBOR INVESTMENT ADVISORY, LLC	0.03%	2.1K	154.16K	0	0
Mar 31, 2026	PLANTE MORAN FINANCIAL ADVISORS, LLC	0%	372	27.31K	0	0
Mar 31, 2026	LAZARI CAPITAL MANAGEMENT, INC.	0.05%	3.51K	257.67K	0	0
Mar 31, 2026	LIDO ADVISORS, LLC	0.05%	3.53K	259.43K	0	0
Mar 31, 2026	STRATEGIC INVESTMENT SOLUTIONS, INC. /IL	0.02%	1.2K	88.09K	0	0
Mar 31, 2026		0.09%	6.81K	499.59K	6.81K	+100.00%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.05%	3.69K	270.88K	3.69K	+100.00%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	8.79K	644.91K	-1.45K	-14.14%
Mar 31, 2026	SAVANT CAPITAL, LLC	0.05%	3.78K	277.78K	11	+0.29%
Mar 31, 2026	COASTAL BRIDGE ADVISORS, LLC	0.07%	5.48K	402.58K	0	0
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.08%	6.12K	448.9K	-25	-0.41%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0.01%	704	51.67K	-101	-12.55%
Mar 31, 2026	WEALTHSPIRE ADVISORS, LLC	0.05%	4.01K	294.02K	13	+0.33%
Mar 31, 2026	KENNEDY INVESTMENT GROUP	0.05%	4.1K	300.98K	0	0
Mar 31, 2026	CREATIVE PLANNING	0.06%	4.57K	335.76K	451	+10.94%
Mar 31, 2026	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.06%	4.95K	363.01K	5	+0.10%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.07%	5.41K	397.36K	0	0
Mar 31, 2026	BEACON CAPITAL MANAGEMENT, INC.	0%	0	-	-44	-100.00%
Mar 31, 2026	SIMPLEX TRADING, LLC	0%	0	-	-1.93K	-100.00%
Mar 31, 2026	B. RILEY WEALTH ADVISORS, INC.	0%	0	-	-2.35K	-100.00%
Mar 31, 2026	LPL FINANCIAL LLC	0%	0	-	-4.22K	-100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-15	-100.00%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0%	1	73	1	+100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	1	96	-70	-98.59%
Mar 31, 2026	UBS GROUP AG	0%	66	4.85K	-219	-76.84%
Mar 31, 2026	HAZLETT, BURT & WATSON, INC.	0%	67	5K	0	0
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0%	75	5.51K	75	+100.00%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0%	114	8.4K	0	0
Mar 31, 2026	VALLEY NATIONAL ADVISERS INC	0%	120	8K	0	0
Mar 31, 2026	COLONIAL TRUST ADVISORS	0%	200	14.68K	0	0
Mar 31, 2026	JPMORGAN CHASE & CO	0%	216	15.21K	-34	-13.60%
Mar 31, 2026	STEIGERWALD, GORDON & KOCH INC.	0%	300	22.02K	0	0
Mar 31, 2026	MCF ADVISORS LLC	0%	300	22.02K	0	0
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.04%	3.06K	224.76K	2	+0.07%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.01%	506	37.25K	-6.17K	-92.41%
Mar 31, 2026	MAIN STREET GROUP, LTD	0.01%	600	44.05K	600	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.01%	750	55.05K	0	0
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	889	65.26K	889	+100.00%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	1.5K	110.12K	0	0
Mar 31, 2026	CWM, LLC	0.02%	1.52K	111.19K	135	+9.78%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.04%	3K	220.23K	0	0
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.04%	3.03K	222.17K	1	+0.03%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.04%	3.26K	239.43K	3.26K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.05%	3.49K	256.48K	-1.77K	-33.56%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.05%	3.58K	262.73K	0	0
Mar 31, 2026	SUMMIT TRAIL ADVISORS, LLC	0.05%	3.62K	265.8K	-3.62K	-50.00%
Mar 31, 2026	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.05%	3.83K	281.09K	0	0
Mar 31, 2026	CERITY PARTNERS LLC	0.06%	5K	367.05K	0	0
Mar 31, 2026	CIBC BANCORP USA INC.	0.09%	6.81K	499.59K	6.81K	+100.00%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.09%	7.31K	536.92K	0	0
Mar 31, 2026	CAPITAL INVESTMENT COUNSEL, INC	0.11%	8.26K	606K	-600	-6.78%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.12%	9.48K	773.3K	-334	-3.40%
Mar 31, 2026	PINNACLE FINANCIAL PARTNERS, INC.	0.19%	15K	1.1M	0	0
Mar 31, 2026	TOTH FINANCIAL ADVISORY CORP	0.36%	28K	2.06M	-1.86K	-6.23%
Mar 31, 2026	CASSADAY & CO WEALTH MANAGEMENT LLC	0.51%	39.8K	2.92M	5K	+14.37%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.01%	1.13K	83.15K	0	0
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.01%	420	30.83K	420	+100.00%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.03%	2.05K	150.49K	0	0
Mar 31, 2026	DIMENSION CAPITAL MANAGEMENT LLC	0.06%	5K	367.05K	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.08%	5.82K	427.25K	0	0
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.13%	10.25K	752.45K	0	0
Mar 31, 2026	QUANTINNO CAPITAL MANAGEMENT LP	0.16%	12.72K	933.85K	9.6K	+307.07%
Dec 31, 2025	JAMES J. BURNS & COMPANY, LLC	0.03%	2.86K	262.22K	0	0
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	3K	275.34K	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.03%	2.8K	256.98K	2.8K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	5.9K	541.5K	-21.7K	-78.62%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.01%	1.05K	96.09K	1.05K	+100.00%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.01%	1.13K	103.96K	0	0
Dec 31, 2025	CWM, LLC	0.01%	1.38K	127K	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	1.5K	137.67K	0	0
Dec 31, 2025	SIMPLEX TRADING, LLC	0.02%	1.93K	177.41K	1.93K	+100.00%
Dec 31, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.02%	2.1K	192.74K	0	0
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.02%	2.05K	188.15K	995	+94.31%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.02%	2.09K	191.91K	2.09K	+100.00%
Dec 31, 2025	REGENT PEAK WEALTH ADVISORS LLC	0.02%	2.26K	207.06K	0	0
Dec 31, 2025	SOLLINDA CAPITAL MANAGEMENT LLC	0.03%	2.45K	225.23K	-426	-14.79%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.03%	2.54K	232.94K	0	0
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.03%	2.72K	249K	-42	-1.52%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	5.26K	482.65K	423	+8.75%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.03%	3.13K	286.81K	869	+38.52%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	720	66.08K	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	750	68.84K	0	0
Dec 31, 2025	LOWERY THOMAS, LLC	0.03%	2.69K	246.59K	223	+9.05%
Dec 31, 2025		0.16%	15K	1.38B	15K	+100.00%
Dec 31, 2025	US BANCORP \DE\	0%	300	27.53K	0	0
Dec 31, 2025	MCF ADVISORS LLC	0%	300	27.53K	0	0
Dec 31, 2025	PLANTE MORAN FINANCIAL ADVISORS, LLC	0%	372	34.14K	0	0
Dec 31, 2025	HARTFORD FINANCIAL MANAGEMENT INC.	0%	420	38.55K	0	0
Dec 31, 2025	SUMMIT TRAIL ADVISORS, LLC	0.08%	7.24K	664.63K	0	0
Dec 31, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.05%	4.94K	453.43K	199	+4.20%
Dec 31, 2025	GLENMEDE TRUST CO NA	0.03%	2.46K	226.05K	2.46K	+100.00%
Dec 31, 2025	PARISI GRAY WEALTH MANAGEMENT	0.03%	2.46K	225.99K	198	+8.75%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.03%	2.42K	222.44K	82	+3.50%
Dec 31, 2025	CERITY PARTNERS LLC	0.06%	5K	458.9K	0	0
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.05%	3.99K	366.41K	3.99K	+399,100.00%
Dec 31, 2025	KENNEDY INVESTMENT GROUP	0.05%	4.1K	376.3K	0	0
Dec 31, 2025	LPL FINANCIAL LLC	0.05%	4.22K	387.45K	1.06K	+33.58%
Dec 31, 2025	DIMENSION CAPITAL MANAGEMENT LLC	0.05%	5K	458.9K	5K	+100.00%
Dec 31, 2025	COASTAL BRIDGE ADVISORS, LLC	0.06%	5.48K	503.32K	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.08%	7.31K	671.28K	3.71K	+103.17%
Dec 31, 2025	COLONIAL TRUST ADVISORS	0%	200	18.36K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0%	250	22.95K	0	0
Dec 31, 2025	UBS GROUP AG	0%	285	26.16K	285	+100.00%
Dec 31, 2025	STEIGERWALD, GORDON & KOCH INC.	0%	300	27.53K	0	0
Dec 31, 2025	LIDO ADVISORS, LLC	0.04%	3.53K	350.75K	0	0
Dec 31, 2025	COLONY GROUP, LLC	0.26%	24.18K	2.3M	10.06K	+71.29%
Dec 31, 2025	TOTH FINANCIAL ADVISORY CORP	0.33%	29.85K	2.74M	-5.07K	-14.51%
Dec 31, 2025	CASSADAY & CO WEALTH MANAGEMENT LLC	0.38%	34.8K	3.19M	0	0
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.04%	3.58K	328.48K	-3K	-45.60%
Dec 31, 2025	CREATIVE PLANNING	0.04%	4.12K	378.37K	-173	-4.03%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.08%	7.16K	656.69K	15	+0.21%
Dec 31, 2025	CAPITAL INVESTMENT COUNSEL, INC	0.1%	8.86K	812.71K	-500	-5.34%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.11%	9.81K	838.94K	945	+10.66%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.03%	3.03K	277.66K	-12	-0.40%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.01%	805	73.86M	-93	-10.36%
Dec 31, 2025	UNITED ADVISOR GROUP, LLC	0.03%	3.13K	287.67K	129	+4.29%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.04%	3.06K	280.85K	-5.1K	-62.48%
Dec 31, 2025	LAZARI CAPITAL MANAGEMENT, INC.	0.04%	3.51K	322.15K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.06%	5.82K	534.16K	0	0
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.06%	6.14K	563.53K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	6.67K	612.26K	-680	-9.25%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.11%	10.25K	940.75K	0	0
Dec 31, 2025	CITADEL ADVISORS LLC	0.14%	13.1K	1.2M	-500	-3.68%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.04%	3.77K	346.29K	0	0
Dec 31, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.04%	3.83K	351.43K	3.83K	+100.00%
Dec 31, 2025	B. RILEY WEALTH ADVISORS, INC.	0.02%	2.35K	215.82K	94	+4.16%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.03%	2.73K	250.69K	94	+3.56%
Sep 30, 2025	KENNEDY INVESTMENT GROUP	0.04%	4.1K	406.93K	0	0
Sep 30, 2025	SAVANT CAPITAL, LLC	0.04%	3.77K	374.47K	0	0
Sep 30, 2025	LAZARI CAPITAL MANAGEMENT, INC.	0.04%	3.51K	348.37K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.03%	3.16K	313.67K	452	+16.69%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.03%	2.54K	251.9K	0	0
Sep 30, 2025	MCF ADVISORS LLC	0%	300	29.78K	0	0
Sep 30, 2025	STEIGERWALD, GORDON & KOCH INC.	0%	300	29.78K	300	+100.00%
Sep 30, 2025	US BANCORP \DE\	0%	300	29.78K	0	0
Sep 30, 2025	PLANTE MORAN FINANCIAL ADVISORS, LLC	0%	372	36.92K	0	0
Sep 30, 2025	HARTFORD FINANCIAL MANAGEMENT INC.	0%	420	41.69K	0	0
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.03%	3.01K	298.21K	3.01K	+100.00%
Sep 30, 2025	CITADEL ADVISORS LLC	0.02%	2.2K	218.35K	-3.4K	-60.71%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.07%	6.58K	652.97K	5.45K	+482.73%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.06%	5.82K	577.64K	-326	-5.30%
Sep 30, 2025	MAIN STREET GROUP, LTD	0.01%	600	59.55K	0	0
Sep 30, 2025		0.08%	7.14K	708.65K	7.14K	+100.00%
Sep 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.08%	7.14K	708.65K	-999	-12.27%
Sep 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.08%	7.24K	718.72K	3.62K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	7.35K	730.12K	-136	-1.82%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.09%	8.16K	809.48K	748	+10.10%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.03%	2.3K	228.45K	2.3K	+100.00%
Sep 30, 2025	COASTAL BRIDGE ADVISORS, LLC	0.06%	5.48K	544.29K	0	0
Sep 30, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.05%	4.74K	470.57K	7	+0.15%
Sep 30, 2025	LIDO ADVISORS, LLC	0.04%	3.53K	350.75K	0	0
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	3K	297.75K	0	0
Sep 30, 2025	SOLLINDA CAPITAL MANAGEMENT LLC	0.03%	2.88K	285.84K	0	0
Sep 30, 2025	JAMES J. BURNS & COMPANY, LLC	0.03%	2.86K	283.55K	0	0
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.03%	2.64K	261.7K	5	+0.19%
Sep 30, 2025	LOWERY THOMAS, LLC	0.03%	2.46K	244.52K	11	+0.45%
Sep 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.03%	2.46K	244.45K	0	0
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.03%	2.34K	232.42K	10	+0.43%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.02%	2.26K	224.02K	9	+0.40%
Sep 30, 2025	REGENT PEAK WEALTH ADVISORS LLC	0.02%	2.26K	223.91K	2.26K	+100.00%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.1%	8.87K	844.77K	-91	-1.02%
Sep 30, 2025	CAPITAL INVESTMENT COUNSEL, INC	0.1%	9.36K	928.48K	-100	-1.06%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.11%	9.76K	968.52K	0	0
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.11%	10.25K	1.02M	0	0
Sep 30, 2025	COLONY GROUP, LLC	0.15%	14.12K	1.4M	2.41K	+20.62%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	720	71.46K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	750	74.44K	-10	-1.32%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.03%	3.04K	301.42K	2	+0.07%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	5.86K	581.61K	-10.03K	-63.13%
Sep 30, 2025	JANE STREET GROUP, LLC	0.16%	14.25K	1.41M	-5.21K	-26.77%
Sep 30, 2025	SYNOVUS FINANCIAL CORP	0.16%	15K	1.49M	0	0
Sep 30, 2025	CASSADAY & CO WEALTH MANAGEMENT LLC	0.38%	34.8K	3.45M	0	0
Sep 30, 2025	TOTH FINANCIAL ADVISORY CORP	0.38%	34.92K	3.47M	-4.27K	-10.90%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.04%	3.6K	357.3K	0	0
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.03%	2.76K	274K	8	+0.29%
Sep 30, 2025	PARISI GRAY WEALTH MANAGEMENT	0.02%	2.26K	224.71K	-440	-16.27%
Sep 30, 2025	BARCLAYS PLC	0.01%	846	83.97K	0	0
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	898	89.12K	-262	-22.59%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	1.06K	104.71K	175	+19.89%
Sep 30, 2025	CWM, LLC	0.02%	1.38K	137K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	1.5K	148.88K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.02%	1.74K	173K	0	0
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.07%	6.14K	609.4K	0	0
Sep 30, 2025	CERITY PARTNERS LLC	0.05%	5K	496.25K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.05%	4.84K	479.94K	21	+0.44%
Sep 30, 2025	CREATIVE PLANNING	0.05%	4.3K	426.36K	593	+16.01%
Sep 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.02%	2.1K	208.43K	0	0
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.02%	2.26K	223.91K	2.26K	+100.00%
Sep 30, 2025	VALLEY NATIONAL ADVISERS INC	0%	0	-	-120	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	92	0	0
Sep 30, 2025	COPIA WEALTH MANAGEMENT	0%	5	496	0	0
Sep 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	0%	44	4.37K	0	0
Sep 30, 2025	HAZLETT, BURT & WATSON, INC.	0%	60	6K	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	103	10.22K	1	+0.98%
Sep 30, 2025	COLONIAL TRUST ADVISORS	0%	200	19.85K	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0%	250	24.81K	0	0
Sep 30, 2025	WOLVERINE TRADING, LLC	0.05%	4.2K	420.21K	4.2K	+100.00%
Sep 30, 2025	SCULATI WEALTH MANAGEMENT, LLC	0.02%	2.1K	208.43K	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0.08%	7.09K	677.74K	7.09K	+100.00%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	760	72.62K	160	+26.67%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	720	68.8M	720	+100.00%
Jun 30, 2025	MAIN STREET GROUP, LTD	0.01%	600	57.33K	0	0
Jun 30, 2025	HARTFORD FINANCIAL MANAGEMENT INC.	0%	420	40.13K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	420	40.13K	0	0
Jun 30, 2025	VALLEY NATIONAL ADVISERS INC	0%	120	11K	0	0
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	102	9.79K	0	0
Jun 30, 2025	HAZLETT, BURT & WATSON, INC.	0%	60	6K	0	0
Jun 30, 2025		0%	5	478	0	0
Jun 30, 2025	CITIGROUP INC	0%	0	-	-1.44K	-100.00%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.03%	2.75K	263K	5	+0.18%
Jun 30, 2025	PLANTE MORAN FINANCIAL ADVISORS, LLC	0%	372	35.55K	0	0
Jun 30, 2025	MCF ADVISORS LLC	0%	300	28.71K	0	0
Jun 30, 2025	COLONIAL TRUST ADVISORS	0%	200	19.11K	0	0
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-4.98K	-100.00%
Jun 30, 2025	SIMPLEX TRADING, LLC	0%	0	-	-437	-100.00%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0%	0	-	-2.26K	-100.00%
Jun 30, 2025	SYNOVUS FINANCIAL CORP	0.17%	15K	1.43M	0	0
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.09%	8.14K	777.71K	0	0
Jun 30, 2025	COASTAL BRIDGE ADVISORS, LLC	0.06%	5.48K	524K	0	0
Jun 30, 2025	KENNEDY INVESTMENT GROUP	0.05%	4.1K	391.76K	0	0
Jun 30, 2025	SAVANT CAPITAL, LLC	0.04%	3.77K	360.51K	0	0
Jun 30, 2025	CREATIVE PLANNING	0.04%	3.7K	353.84K	-120	-3.14%
Jun 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.04%	3.62K	346.44K	0	0
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.02%	2.09K	199.8K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.02%	1.74K	166K	0	0
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	1.5K	143.33K	0	0
Jun 30, 2025	CWM, LLC	0.02%	1.38K	132K	480	+53.33%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	1.13K	108.23K	0	0
Jun 30, 2025	TRUIST FINANCIAL CORP	0.04%	3.6K	343.98K	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	0.03%	3K	286.65K	-17.9K	-85.65%
Jun 30, 2025	TOTH FINANCIAL ADVISORY CORP	0.44%	39.19K	3.74M	-7.52K	-16.09%
Jun 30, 2025	CASSADAY & CO WEALTH MANAGEMENT LLC	0.39%	34.8K	3.33M	7K	+25.18%
Jun 30, 2025	EQIS CAPITAL MANAGEMENT, INC.	0%	0	-	-7.78K	-100.00%
Jun 30, 2025	UBS GROUP AG	0%	0	-	-65	-100.00%
Jun 30, 2025	BELVEDERE TRADING LLC	0%	0	-	-5K	-100.00%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0%	0	-	-3.07K	-100.00%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	0	-	-64	-100.00%
Jun 30, 2025	WEALTHTRUST ASSET MANAGEMENT, LLC	0%	0	-	-6K	-100.00%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.11%	10.25K	979.39K	0	0
Jun 30, 2025	CERITY PARTNERS LLC	0.06%	5K	477.75K	-500	-9.09%
Jun 30, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.05%	4.73K	452.32K	-222	-4.48%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.03%	3K	286.65K	0	0
Jun 30, 2025	LIDO ADVISORS, LLC	0.04%	3.53K	338.14K	0	0
Jun 30, 2025	LAZARI CAPITAL MANAGEMENT, INC.	0.04%	3.51K	335.38K	0	0
Jun 30, 2025	JAMES J. BURNS & COMPANY, LLC	0.03%	2.86K	272.98K	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.03%	2.63K	251.5K	6	+0.23%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.03%	2.46K	235.34K	2.46K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.01%	936	89.47M	-36	-3.70%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	880	84.08K	-5	-0.57%
Jun 30, 2025	SUMMIT FINANCIAL, LLC	0.03%	2.33K	223.17K	5	+0.21%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	0.03%	2.25K	214.84K	2.25K	+100.00%
Jun 30, 2025	STRATEGIC INVESTMENT SOLUTIONS, INC. /IL	0.01%	1.2K	114.66K	0	0
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	1.16K	110.85K	-67	-5.46%
Jun 30, 2025	CITADEL ADVISORS LLC	0.06%	5.6K	535.08M	-2.1K	-27.27%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	15.89K	1.52M	-6.89K	-30.24%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	7.49K	715.38K	-2.45K	-24.66%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.08%	7.41K	707.88K	-285	-3.70%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.07%	6.15K	587.25K	126	+2.09%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.03%	2.54K	242.51M	0	0
Jun 30, 2025	COLONY GROUP, LLC	0.13%	11.7K	1.12M	8	+0.07%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.11%	9.76K	932.41K	0	0
Jun 30, 2025	CAPITAL INVESTMENT COUNSEL, INC	0.11%	9.46K	903.43K	0	0
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.1%	8.96K	872.15K	12	+0.13%
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0.07%	6.14K	586.68K	0	0
Jun 30, 2025	DIMENSION CAPITAL MANAGEMENT LLC	0.06%	5K	477.75K	5K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.05%	4.82K	460.03K	-32.09K	-86.95%
Jun 30, 2025	SOLLINDA CAPITAL MANAGEMENT LLC	0.03%	2.88K	275.18K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.03%	2.71K	258.79K	2.71K	+100.00%
Jun 30, 2025	PARISI GRAY WEALTH MANAGEMENT	0.03%	2.7K	258.36K	7	+0.26%
Jun 30, 2025	LOWERY THOMAS, LLC	0.03%	2.45K	234.38K	7	+0.29%
Jun 30, 2025	SCULATI WEALTH MANAGEMENT, LLC	0.02%	2.1K	200.66K	2.1K	+100.00%
Jun 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.02%	2.1K	200.66K	0	0
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.03%	2.63K	234.13K	-153	-5.51%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.03%	2.54K	226.29K	0	0
Mar 31, 2025	PARISI GRAY WEALTH MANAGEMENT	0.03%	2.7K	240.46K	0	0
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.07%	6.1K	543.88K	1.26K	+26.11%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.09%	7.69K	685.86K	-435	-5.35%
Mar 31, 2025	CITADEL ADVISORS LLC	0.09%	7.7K	686.53K	3.8K	+97.44%
Mar 31, 2025	EQIS CAPITAL MANAGEMENT, INC.	0.09%	7.78K	693.44K	614	+8.57%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.03%	2.75K	245K	0	0
Mar 31, 2025	GOOD LIFE ADVISORS, LLC	0.04%	3.07K	273.63K	0	0
Mar 31, 2025	WOLVERINE TRADING, LLC	0.04%	3.1K	269.49K	3.1K	+100.00%
Mar 31, 2025	LAZARI CAPITAL MANAGEMENT, INC.	0.04%	3.51K	312.95K	0	0
Mar 31, 2025	LIDO ADVISORS, LLC	0.04%	3.53K	316.06K	-347	-8.94%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.1%	8.14K	557.95K	0	0
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.11%	8.95K	767.05K	2.76K	+44.69%
Mar 31, 2025	CAPITAL INVESTMENT COUNSEL, INC	0.11%	9.46K	843.01K	-100	-1.05%
Mar 31, 2025	WEALTHTRUST ASSET MANAGEMENT, LLC	0.07%	6K	534.96K	3.6K	+150.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.07%	6.02K	536.74K	-115	-1.87%
Mar 31, 2025	SUMMIT FINANCIAL, LLC	0.03%	2.33K	207.47K	2.33K	+100.00%
Mar 31, 2025	KENNEDY INVESTMENT GROUP	0.05%	4.1K	365.56K	0	0
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.07%	6.14K	547.44K	0	0
Mar 31, 2025		0.03%	2.41K	215.23K	2.41K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.03%	2.8K	249.65K	-4.85K	-63.40%
Mar 31, 2025	SUMMIT TRAIL ADVISORS, LLC	0.04%	3.62K	323.82K	0	0
Mar 31, 2025	SAVANT CAPITAL, LLC	0.05%	3.77K	336.4K	-30	-0.79%
Mar 31, 2025	CREATIVE PLANNING	0.05%	3.82K	340.87K	103	+2.77%
Mar 31, 2025	LOWERY THOMAS, LLC	0.03%	2.45K	218.13K	2.45K	+100.00%
Mar 31, 2025	GLENMEDE TRUST CO NA	0.03%	2.46K	219.6K	0	0
Mar 31, 2025	JAMES J. BURNS & COMPANY, LLC	0.03%	2.86K	254.72K	0	0
Mar 31, 2025	SOLLINDA CAPITAL MANAGEMENT LLC	0.03%	2.88K	256.78K	-20	-0.69%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	3K	267.48K	0	0
Mar 31, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.06%	4.96K	441.84K	6	+0.12%
Mar 31, 2025	BELVEDERE TRADING LLC	0.06%	5K	445.8K	899	+21.92%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.12%	9.76K	870.06K	-2.95K	-23.23%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	9.94K	886.13K	390	+4.08%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	4.98K	444K	492	+10.96%
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.12%	10.25K	913.89K	0	0
Mar 31, 2025	COLONY GROUP, LLC	0.14%	11.7K	1.04M	0	0
Mar 31, 2025	ROANOKE ASSET MANAGEMENT CORP/ NY	0.16%	13.44K	1.2M	0	0
Mar 31, 2025	SYNOVUS FINANCIAL CORP	0.18%	15K	1.34M	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	20.4K	1.82M	-5.6K	-21.54%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.44%	36.91K	3.29M	-10.25K	-21.74%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.04%	3.6K	320.98K	0	0
Mar 31, 2025	CERITY PARTNERS LLC	0.07%	5.5K	490.38K	-507	-8.44%
Mar 31, 2025	CASSADAY & CO WEALTH MANAGEMENT LLC	0.33%	27.8K	2.48M	0	0
Mar 31, 2025	TOTH FINANCIAL ADVISORY CORP	0.56%	46.71K	4.16M	-11.59K	-19.88%
Mar 31, 2024	VALLEY NATIONAL ADVISERS INC	0%	120	8K	0	0
Mar 31, 2024	HAMILTON WEALTH, LLC	0.25%	25.05K	1.71M	25.05K	+100.00%
Mar 31, 2024	9258 WEALTH MANAGEMENT, LLC	0.17%	17.45K	1.19M	0	0
Mar 31, 2024	CASSADAY & CO WEALTH MANAGEMENT LLC	0.31%	30.8K	2.1M	0	0
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.39%	46.65K	3.19M	-30	-0.06%
Mar 31, 2024	TOTH FINANCIAL ADVISORY CORP	0.89%	89.67K	6.13M	-1.69K	-1.84%
Mar 31, 2024		0%	360	24.6K	0	0
Mar 31, 2024	HARTFORD FINANCIAL MANAGEMENT INC.	0%	420	28.7K	0	0
Mar 31, 2024	US BANCORP \DE\	0.01%	600	40.99K	0	0
Mar 31, 2024	MAIN STREET GROUP, LTD	0.01%	600	40.4K	0	0
Mar 31, 2024	CWM, LLC	0.01%	900	61K	-31	-3.33%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.01%	1.13K	76.33K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.01%	1.13K	77.38K	0	0
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.01%	1.27K	86.73K	-67	-5.02%
Mar 31, 2024	HIGHLANDER CAPITAL MANAGEMENT, LLC	0.02%	1.6K	109.31K	-250	-13.51%
Mar 31, 2024	HARBOR INVESTMENT ADVISORY, LLC	0.02%	2.1K	143.47K	0	0
Mar 31, 2024	MORGAN STANLEY	0.02%	2.87K	196.21K	463	+19.23%
Mar 31, 2024	SRS CAPITAL ADVISORS, INC.	0.02%	2.44K	166.77K	-245	-9.12%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.03%	2.96K	202.25K	-13.08K	-81.54%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.03%	3K	204.96K	3K	+100.00%
Mar 31, 2024	GOOD LIFE ADVISORS, LLC	0.03%	3.07K	209.67K	3.07K	+100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0.02%	2.8K	191.3K	1.1K	+64.71%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.03%	4.12K	281.14K	2.3K	+126.72%
Mar 31, 2024	LAZARI CAPITAL MANAGEMENT, INC.	0.04%	3.51K	239.8K	3.51K	+100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.04%	3.6K	245.95K	3.6K	+100.00%
Mar 31, 2024	CITIZENS FINANCIAL GROUP INC/RI	0.04%	3.62K	247.37K	3.62K	+100.00%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.04%	3.77K	257.77K	-49	-1.28%
Mar 31, 2024	KENNEDY INVESTMENT GROUP	0.04%	4.1K	280.11K	0	0
Mar 31, 2024	SAVANT CAPITAL, LLC	0.04%	4.25K	290.36K	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	5.2K	355.26K	5.2K	+100.00%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.05%	6.18K	422.22K	-600	-8.85%
Mar 31, 2024	TRINITYPOINT WEALTH, LLC	0.05%	5.48K	374.67K	0	0
Mar 31, 2024	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.05%	5.5K	375.91K	-218	-3.81%
Mar 31, 2024	LPL FINANCIAL LLC	0.06%	6.83K	466.9K	6.83K	+100.00%
Mar 31, 2024	CERITY PARTNERS LLC	0.06%	6K	409.92K	0	0
Mar 31, 2024	UBS GROUP AG	0.07%	7.86K	537K	7.57K	+2,601.03%
Mar 31, 2024	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.07%	6.72K	434.91K	4	+0.06%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	8.19K	559.54K	0	0
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.09%	9K	606.06K	0	0
Mar 31, 2024	CWA ASSET MANAGEMENT GROUP, LLC	0.09%	9.06K	618.98K	9.06K	+100.00%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.09%	9.12K	623.09K	-857	-8.59%
Mar 31, 2024	CAPITAL INVESTMENT COUNSEL, INC	0.1%	9.56K	652.8K	-100	-1.04%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.1%	11.7K	799.28K	11.7K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.12%	14.25K	973.52K	-3.9K	-21.47%
Mar 31, 2024	ROANOKE ASSET MANAGEMENT CORP/ NY	0.13%	13.44K	918K	0	0
Mar 31, 2024	SYNOVUS FINANCIAL CORP	0.15%	15K	1.02M	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.15%	18.38K	1.26M	-5.1K	-21.72%
Mar 31, 2024	COLONIAL TRUST ADVISORS	0%	300	20.5K	0	0
Mar 31, 2024	CITIGROUP INC	0.01%	1.44K	98.04K	0	0
Mar 31, 2024	BELVEDERE TRADING LLC	0%	0	-	-400	-100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-1.02K	-100.00%
Mar 31, 2024	CUTLER GROUP LLC / CA	0%	0	-	-300	-100.00%
Mar 31, 2024	SIMPLEX TRADING, LLC	0%	0	-	-47	-100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	1	35	-1	-50.00%
Mar 31, 2024	EVERSOURCE WEALTH ADVISORS, LLC	0%	1	55	0	0
Mar 31, 2024	HOLLENCREST CAPITAL MANAGEMENT	0%	5	342	5	+100.00%
Mar 31, 2024	HAZLETT, BURT & WATSON, INC.	0%	60	4K	0	0
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0%	102	6.94K	102	+100.00%
Dec 31, 2023	RONALD BLUE TRUST, INC.	0%	137	6K	0	0
Dec 31, 2023	GLASSMAN WEALTH SERVICES	0%	234	12.92K	0	0
Dec 31, 2023		0%	246	13.58K	246	+100.00%
Dec 31, 2023	UBS GROUP AG	0%	291	16.06K	-426	-59.41%
Dec 31, 2023	CUTLER GROUP LLC / CA	0%	300	1K	300	+100.00%
Dec 31, 2023	COLONIAL TRUST ADVISORS	0%	300	16.56K	0	0
Dec 31, 2023	HARTFORD FINANCIAL MANAGEMENT INC.	0%	420	23.18K	0	0
Dec 31, 2023	US BANCORP \DE\	0.01%	600	33.12K	0	0
Dec 31, 2023	TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS	0.01%	602	33.21K	602	+100.00%
Dec 31, 2023	CWM, LLC	0.01%	931	51K	900	+2,903.23%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.01%	1.02K	56.53K	1.02K	+100.00%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.01%	1.13K	62.75K	0	0
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.01%	1.13K	62.52K	0	0
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.01%	1.34K	74.5K	-147	-9.91%
Dec 31, 2023	CITIGROUP INC	0.01%	1.44K	79.21K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.02%	1.82K	100.19K	0	0
Dec 31, 2023	HIGHLANDER CAPITAL MANAGEMENT, LLC	0.02%	1.85K	102.12K	0	0
Dec 31, 2023	HARBOR INVESTMENT ADVISORY, LLC	0.02%	2.1K	115.92K	-2K	-48.78%
Dec 31, 2023	MORGAN STANLEY	0.02%	2.41K	132.96K	2.33K	+3,068.42%
Dec 31, 2023	SRS CAPITAL ADVISORS, INC.	0.03%	2.69K	148.27K	0	0
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.04%	3.82K	210.97K	-600	-13.57%
Dec 31, 2023	KENNEDY INVESTMENT GROUP	0.04%	4.1K	226.32K	4.1K	+100.00%
Dec 31, 2023	SAVANT CAPITAL, LLC	0.04%	4.25K	234.6K	-2K	-32.00%
Dec 31, 2023	BELVEDERE TRADING LLC	0%	400	22.08K	400	+100.00%
Dec 31, 2023	TRINITYPOINT WEALTH, LLC	0.05%	5.48K	302.72K	0	0
Dec 31, 2023	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.05%	5.72K	315.73K	-165	-2.80%
Dec 31, 2023	CERITY PARTNERS LLC	0.06%	6K	331.2K	0	0
Dec 31, 2023	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.06%	6.71K	381.96K	-490	-6.80%
Dec 31, 2023	BLAIR WILLIAM & CO/IL	0.06%	6.78K	374.26K	-75	-1.09%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	8.19K	452.09K	0	0
Dec 31, 2023	CIBC PRIVATE WEALTH GROUP, LLC	0.08%	9K	496.8K	0	0
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.09%	9.34K	515.29K	7.56K	+425.62%
Dec 31, 2023	CAPITAL INVESTMENT COUNSEL, INC	0.09%	9.66K	532.96K	-100	-1.03%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.09%	9.98K	550.74K	0	0
Dec 31, 2023	CITADEL ADVISORS LLC	0.02%	1.7K	93.84K	-2K	-54.05%
Dec 31, 2023	ROANOKE ASSET MANAGEMENT CORP/ NY	0.13%	13.44K	742K	0	0
Dec 31, 2023	SYNOVUS FINANCIAL CORP	0.14%	15K	828K	0	0
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.15%	16.04K	885.15K	3	+0.02%
Dec 31, 2023	9258 WEALTH MANAGEMENT, LLC	0.16%	17.45K	963.24K	0	0
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.17%	18.15K	1M	-3.17K	-14.89%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.22%	23.48K	1.3M	-16.68K	-41.53%
Dec 31, 2023	CASSADAY & CO WEALTH MANAGEMENT LLC	0.29%	30.8K	1.7M	0	0
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.44%	46.68K	2.58M	-849	-1.79%
Dec 31, 2023	TOTH FINANCIAL ADVISORY CORP	0.86%	91.35K	5.04M	1.52K	+1.69%

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