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

Who are the major shareholders selling State Street SPDR S&P Health Care Services ETF stock?

KESTRA PRIVATE WEALTH SERVICES, LLC, in the last quarter, reduced its stake in XHS by -2.73% restricting it's holding to 2.64 thousand shares of worth nearly $348.61K. CORECAP ADVISORS, LLC also lessened -4% of the XHS shares from its portfolio, reducing its holding to 8.77 thousand shares of worth $1.16M. UBS ASSET MANAGEMENT AMERICAS INC also shunned XHS shares holding by -75% last quarter which brought its holding to 52 shares worth $6.87K.

Investors who are buying XHS stock?

As per its latest 13F filing, ROYAL BANK OF CANADA increased its stake in XHS by 21.5% in the last quarter. The institutional holder raised its holding to 2.47 thousand shares having worth more than $326.00K. AMERIPRISE FINANCIAL INC also added 6.59% more shares of XHS to its portfolio, raising its holding to 2.27 thousand shares of worth $299.17K. KESTRA ADVISORY SERVICES, LLC also increased its XHS shares holding by 100% which brought its holding to 1.78 thousand shares worth $234.54K.

XHS's major insiders: who are they?

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

Did an insider recently sell XHS stock?

Company executives, directors, and other insiders own N/A percent of State Street SPDR S&P Health Care Services ETF's stock. Within the last six months, there have been 0 transaction(s) in which XHS insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased XHS stock?

There have been 0 transaction(s) during the past 6-months in which State Street SPDR S&P Health Care Services ETF insiders have bought stock, totalling 0 shares

How much of XHS does insiders own?

Around 0 State Street SPDR S&P Health Care Services ETF shares are held by insiders, which represents about N/A of XHS stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in XHS?

COMMONWEALTH EQUITY SERVICES, LLC is the largest institutional owner in XHS which holds 2.69 thousand shares worth $355.80K or 0.36% of the total XHS shares outstanding followed by KESTRA PRIVATE WEALTH SERVICES, LLC with ownership of 2.64 thousand shares representing 0.36% of the XHS ownership. ROYAL BANK OF CANADA is the third largest stakeholder with 2.47 thousand shares or 0.33% of the ownership worth more than $326.00K.

Is State Street SPDR S&P Health Care Services ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the XHS is concerned, it is a stock which is optionable.

Is there a short position on XHS's shares?

Number of XHS 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 XHS shares are there?

As of today, null shares of XHS are outstanding.

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

XHS 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 XHS is null.

State Street SPDR S&P Health Care Services ETF (XHS) 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. COMMONWEALTH EQUITY SERVICES, LLC is the top corporate investor, holding 2.69K shares valued at $355.80K. A 0.36% stake in State Street SPDR S&P Health Care Services ETF is owned by the company. KESTRA PRIVATE WEALTH SERVICES, LLC owns 2.64K shares valued at $348.61K, which translates its holding of 0.36% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.36%	2.69K	355.8K	0	0
Jun 30, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.36%	2.64K	348.61K	-74	-2.73%
Jun 30, 2026	ROYAL BANK OF CANADA	0.33%	2.47K	326K	437	+21.50%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.31%	2.27K	299.17K	140	+6.59%
Jun 30, 2026	ORSER CAPITAL MANAGEMENT, LLC	0.27%	2K	317.32K	0	0
Jun 30, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.25%	1.83K	241.84K	0	0
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.24%	1.78K	234.54K	1.78K	+100.00%
Jun 30, 2026	CORECAP ADVISORS, LLC	1.18%	8.77K	1.16M	-365	-4.00%
Jun 30, 2026	SUMMIT TRAIL ADVISORS, LLC	1.26%	9.34K	1.23M	0	0
Jun 30, 2026	FINANCIAL SERVICES ADVISORY INC	1.46%	10.81K	1.43M	10.81K	+100.00%
Jun 30, 2026	SRS CAPITAL ADVISORS, INC.	0.04%	277	36.59K	0	0
Jun 30, 2026	GLEN EAGLE ADVISORS, LLC	0.11%	846	111.76K	150	+21.55%
Jun 30, 2026	FINIVI INC.	3.61%	26.76K	3.53M	26.76K	+100.00%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	1.72%	12.74K	1.68M	3.11K	+32.29%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.01%	14.94K	1.97M	2.25K	+17.75%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	2.24%	16.62K	2.2M	8.89K	+115.05%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.17%	8.67K	1.15M	8.67K	+100.00%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	3.13%	23.21K	3.07M	425	+1.87%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	35.06%	260K	34.35M	43.24K	+19.95%
Jun 30, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.06%	420	55.53K	0	0
Jun 30, 2026	TRUVESTMENTS CAPITAL LLC	0.06%	455	60.11K	0	0
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.09%	690	91.15K	0	0
Jun 30, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.11%	785	103.63K	0	0
Jun 30, 2026	NBC SECURITIES, INC.	0.11%	808	106.86K	0	0
Jun 30, 2026	CENTRAL PACIFIC BANK - TRUST DIVISION	0%	32	4.23K	0	0
Jun 30, 2026	IFP ADVISORS, INC	0.01%	40	5.28K	0	0
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	46	6.08K	0	0
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.01%	50	6.61K	0	0
Jun 30, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.01%	52	6.87K	-156	-75.00%
Jun 30, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	55	7.27K	0	0
Jun 30, 2026	COASTAL INVESTMENT ADVISORS, INC.	0.01%	60	7.93K	7	+13.21%
Jun 30, 2026	BLAIR WILLIAM & CO/IL	0.01%	75	9.91K	0	0
Jun 30, 2026	GFS ADVISORS, LLC	0.01%	75	2.41B	75	+100.00%
Jun 30, 2026	ADVISORNET FINANCIAL, INC	0.01%	76	10K	76	+100.00%
Jun 30, 2026	PLANTE MORAN FINANCIAL ADVISORS, LLC	0.01%	85	11.23K	0	0
Jun 30, 2026	BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC	0.03%	214	28.27K	214	+100.00%
Jun 30, 2026	SPIRE WEALTH MANAGEMENT	3.81%	28.29K	3.74M	28.29K	+100.00%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.49%	3.6K	476.06K	3.6K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.22%	1.63K	215.79K	138	+9.24%
Jun 30, 2026	CITIGROUP INC	4.05%	30.05K	3.97M	335	+1.13%
Jun 30, 2026	MORGAN STANLEY	4.14%	30.72K	4.06M	-1.33K	-4.16%
Jun 30, 2026	JPMORGAN CHASE & CO	6.82%	50.54K	6.61M	48.54K	+2,427.20%
Jun 30, 2026	LPL FINANCIAL LLC	7.25%	53.78K	7.1M	23.88K	+79.84%
Jun 30, 2026	FIRST GROWTH CAPITAL LLC	0.2%	1.52K	200.13K	1.52K	+100.00%
Jun 30, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.04%	315	41.61K	-249	-44.15%
Jun 30, 2026	NATIONAL BANK OF CANADA /FI/	0.05%	360	47.5K	-115	-24.21%
Jun 30, 2026	STRATEGIC WEALTH ADVISORS LLC	0.08%	560	59K	0	0
Jun 30, 2026	CORECAM PTE. LTD.	0.24%	1.77K	233.82K	1.77K	+100.00%
Jun 30, 2026	BLUEDOOR PRIVATE WEALTH, LLC	1.33%	9.87K	1.3M	825	+9.12%
Jun 30, 2026	STIFEL FINANCIAL CORP	1.46%	10.82K	1.43M	-1.31K	-10.83%
Jun 30, 2026	MERIT FINANCIAL GROUP, LLC	1.64%	12.18K	1.61M	0	0
Jun 30, 2026	SPINNAKER TRUST	0.9%	6.71K	885.73K	0	0
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.22%	1.61K	212.42K	1.61K	+100.00%
Jun 30, 2026	ALAMEA VERWALTUNGS GMBH	0.81%	6K	792.6K	0	0
Jun 30, 2026	FMR LLC	0.2%	1.5K	197.73K	116	+8.40%
Jun 30, 2026	UBS GROUP AG	0.71%	5.27K	695.77K	-1.26K	-19.28%
Jun 30, 2026	ATLANTIC UNION BANKSHARES CORP	0.12%	905	119.55K	0	0
Jun 30, 2026		0.08%	560	59K	0	0
Jun 30, 2026	AMERITAS ADVISORY SERVICES, LLC	0.05%	396	52.32K	396	+100.00%
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.66%	4.9K	647.69K	-6.12K	-55.50%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.48%	3.6K	475K	18	+0.50%
Jun 30, 2026	SCOTIA CAPITAL INC.	0.47%	3.45K	455.75K	3.45K	+100.00%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.41%	3.01K	397.89K	3.01K	+100.00%
Jun 30, 2026	KAIZEN FINANCIAL STRATEGIES	0.37%	2.72K	370.68K	472	+20.98%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.71%	12.69K	1.27M	9K	+243.53%
Mar 31, 2026	BEACON INVESTMENT ADVISORY SERVICES, INC.	0.02%	140	14.02K	140	+100.00%
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	0.02%	152	15.28K	0	0
Mar 31, 2026	MORGAN STANLEY	4.32%	32.05K	3.21M	-28.66K	-47.21%
Mar 31, 2026	GOODMAN ADVISORY GROUP, LLC	0%	0	-	-10.53K	-100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-727	-100.00%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0%	0	-	-7.39K	-100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-2.12K	-100.00%
Mar 31, 2026	SCARBOROUGH ADVISORS, LLC	0%	29	2.9K	0	0
Mar 31, 2026	CENTRAL PACIFIC BANK - TRUST DIVISION	0%	32	3.2K	0	0
Mar 31, 2026	IFP ADVISORS, INC	0.01%	40	4.01K	0	0
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	46	4.61K	0	0
Mar 31, 2026	COASTAL INVESTMENT ADVISORS, INC.	0.01%	53	5.31K	11	+26.19%
Mar 31, 2026	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	55	5.51K	0	0
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.01%	75	7.51K	0	0
Mar 31, 2026	PLANTE MORAN FINANCIAL ADVISORS, LLC	0.01%	85	8.51K	0	0
Mar 31, 2026	WISER ADVISOR GROUP LLC	0.01%	112	11.22K	0	0
Mar 31, 2026	LPL FINANCIAL LLC	4.03%	29.91K	2.99M	-20.44K	-40.60%
Mar 31, 2026	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.02%	160	16.02K	0	0
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.03%	222	21.88K	0	0
Mar 31, 2026	CWM, LLC	0.05%	389	38.95K	0	0
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.06%	420	42.08K	0	0
Mar 31, 2026	TRUVESTMENTS CAPITAL LLC	0.06%	455	45.56K	0	0
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.06%	475	47.58K	0	0
Mar 31, 2026		0.08%	560	56K	0	0
Mar 31, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.08%	564	56.47K	-31	-5.21%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.09%	690	69.09K	0	0
Mar 31, 2026	GLEN EAGLE ADVISORS, LLC	0.09%	696	69.69K	0	0
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.11%	785	78.55K	0	0
Mar 31, 2026	WESTERN WEALTH MANAGEMENT, LLC	0.25%	1.83K	183.31K	-127	-6.49%
Mar 31, 2026	JPMORGAN CHASE & CO	0.27%	2K	196.58K	2K	+100.00%
Mar 31, 2026	ORSER CAPITAL MANAGEMENT, LLC	0.27%	2K	293.22K	-50	-2.44%
Mar 31, 2026	ROYAL BANK OF CANADA	0.27%	2.03K	203K	83	+4.26%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.27%	2.13K	212.6K	-2.04K	-48.96%
Mar 31, 2026	KAIZEN FINANCIAL STRATEGIES	0.3%	2.25K	239.18K	250	+12.50%
Mar 31, 2026	CITADEL ADVISORS LLC	0.31%	2.28K	228.1K	-5.9K	-72.14%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.36%	2.69K	269.66K	-413	-13.30%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0.37%	2.71K	271.63K	-2	-0.07%
Mar 31, 2026	JANE STREET GROUP, LLC	0.43%	3.18K	318.61K	3.18K	+100.00%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.48%	3.58K	358K	471	+15.16%
Mar 31, 2026	ALAMEA VERWALTUNGS GMBH	0.81%	6K	600.78K	0	0
Mar 31, 2026	UBS GROUP AG	0.88%	6.53K	653.35K	1.29K	+24.52%
Mar 31, 2026	SPINNAKER TRUST	0.9%	6.71K	671.37K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.04%	7.73K	774.01K	250	+3.34%
Mar 31, 2026	CORECAP ADVISORS, LLC	1.23%	9.13K	914.52K	-277	-2.94%
Mar 31, 2026	SUMMIT TRAIL ADVISORS, LLC	1.26%	9.34K	934.91K	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.3%	9.63K	964.15K	-16.68K	-63.39%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	1.43%	10.6K	1.06M	10.6K	+100.00%
Mar 31, 2026	HRT FINANCIAL LP	1.45%	10.73K	1.07M	10.73K	+100.00%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	1.49%	11.02K	1.1M	3.13K	+39.59%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.64%	12.14K	1.22M	-958	-7.32%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	1.64%	12.18K	1.22M	0	0
Mar 31, 2026	GOLDMAN SACHS GROUP INC	29.23%	216.76K	21.7M	101.21K	+87.58%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.04%	277	27.74K	0	0
Mar 31, 2026	NBC SECURITIES, INC.	0.11%	808	80.99K	0	0
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	0.12%	905	90.62K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.2%	1.49K	149.59K	-898	-37.54%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.07%	22.79K	2.28M	300	+1.33%
Mar 31, 2026	CITIGROUP INC	4.01%	29.72K	2.98M	-30K	-50.24%
Mar 31, 2026	FMR LLC	0.19%	1.38K	138.25K	18	+1.32%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.03%	208	20.83K	198	+1,980.00%
Mar 31, 2026	MISSOURI TRUST & INVESTMENT CO	0.03%	200	20.03K	0	0
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.4%	3.11K	332K	157	+5.32%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.42%	3.69K	394.74K	1.38K	+59.36%
Dec 31, 2025	UBS GROUP AG	0.59%	5.24K	559.95K	-827	-13.63%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.84%	7.48K	799.31K	1.8K	+31.74%
Dec 31, 2025	SPINNAKER TRUST	0.86%	6.71K	716.5K	0	0
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	1.01%	7.89K	843.45K	-1.42K	-15.26%
Dec 31, 2025	CITADEL ADVISORS LLC	0.92%	8.18K	873.79K	8.18K	+100.00%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.95%	7.39K	789.7K	7.39K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	6.46%	50.35K	5.38M	18.29K	+57.03%
Dec 31, 2025	CITIGROUP INC	6.72%	59.72K	6.38M	0	0
Dec 31, 2025	WISER ADVISOR GROUP LLC	0.01%	112	11.97K	0	0
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.02%	160	17.1K	0	0
Dec 31, 2025	MISSOURI TRUST & INVESTMENT CO	0.02%	200	21.37K	0	0
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0%	10	1.07K	10	+100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	14.83%	115.55K	12.35M	75.35K	+187.39%
Dec 31, 2025	MORGAN STANLEY	6.83%	60.71K	6.49M	23.95K	+65.15%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.35%	3.11K	331.89K	2	+0.06%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.03%	222	23.77K	9	+4.23%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.47%	13.09K	1.4M	60	+0.46%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	1.56%	12.18K	1.3M	0	0
Dec 31, 2025	CWM, LLC	0.04%	389	42K	-11	-2.75%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.05%	475	50.75K	0	0
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.05%	420	44.9K	0	0
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.07%	595	63.58K	-8	-1.33%
Dec 31, 2025	GOODMAN ADVISORY GROUP, LLC	1.35%	10.53K	1.13M	8.92K	+552.35%
Dec 31, 2025	CORECAP ADVISORS, LLC	1.21%	9.41K	1.01M	-280	-2.89%
Dec 31, 2025	TRUVESTMENTS CAPITAL LLC	0.05%	455	48.62K	0	0
Dec 31, 2025		0.02%	125	13.36K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	727	77.73K	727	+100.00%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.09%	785	83.83K	0	0
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.03%	277	29.6K	277	+100.00%
Dec 31, 2025	FMR LLC	0.15%	1.36K	145.66K	0	0
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.25%	1.96K	209.19K	1.96K	+100.00%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.47%	4.16K	444.82K	4.16K	+100.00%
Dec 31, 2025	SUMMIT TRAIL ADVISORS, LLC	1.05%	9.34K	997.75K	-742	-7.36%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.53%	22.49K	2.4M	-685	-2.96%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.96%	26.3K	2.81M	11.49K	+77.51%
Dec 31, 2025	KAIZEN FINANCIAL STRATEGIES	0.26%	2K	213.72K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.01%	50	5.34K	-5	-9.09%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	46	4.92K	0	0
Dec 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	55	5.88K	0	0
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.01%	75	8.02M	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.01%	66	7.05K	0	0
Dec 31, 2025	PLANTE MORAN FINANCIAL ADVISORS, LLC	0.01%	85	9.08K	0	0
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0.02%	152	16.73K	152	+100.00%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0%	2	214	0	0
Dec 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	0	-	-51	-100.00%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-396	-100.00%
Dec 31, 2025	ALAMEA VERWALTUNGS GMBH	0.67%	6K	641.16K	6K	+100.00%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.35%	2.72K	290.18K	136	+5.27%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	2.39K	255.77K	-12	-0.50%
Dec 31, 2025	ORSER CAPITAL MANAGEMENT, LLC	0.26%	2.05K	317.34K	0	0
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.24%	2.12K	226.12K	-277	-11.58%
Dec 31, 2025	ROYAL BANK OF CANADA	0.22%	1.95K	208K	-99	-4.83%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.12%	905	96.71K	0	0
Dec 31, 2025	NBC SECURITIES, INC.	0.09%	808	86.43K	-16	-1.94%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.09%	690	73.73K	-58	-7.75%
Dec 31, 2025	GLEN EAGLE ADVISORS, LLC	0.08%	696	74.38K	-150	-17.73%
Dec 31, 2025	CENTRAL PACIFIC BANK - TRUST DIVISION	0%	32	3.42K	0	0
Dec 31, 2025	IFP ADVISORS, INC	0%	40	4.27M	0	0
Dec 31, 2025	COASTAL INVESTMENT ADVISORS, INC.	0.01%	42	4.49K	24	+133.33%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.32%	2.39K	243.08K	-129	-5.12%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.05%	396	40.23K	0	0
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.08%	603	61.24K	-16	-2.58%
Sep 30, 2025	CWM, LLC	0.05%	400	41K	0	0
Sep 30, 2025	COASTAL INVESTMENT ADVISORS, INC.	0%	18	1.83K	18	+100.00%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.06%	475	48.25K	0	0
Sep 30, 2025	TRUVESTMENTS CAPITAL LLC	0.06%	455	46.21K	0	0
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.06%	420	42.64K	0	0
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.03%	213	21.56K	192	+914.29%
Sep 30, 2025	MISSOURI TRUST & INVESTMENT CO	0.03%	200	20.31K	0	0
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.02%	160	16.25K	0	0
Sep 30, 2025	WISER ADVISOR GROUP LLC	0.02%	112	11.38K	112	+100.00%
Sep 30, 2025	PLANTE MORAN FINANCIAL ADVISORS, LLC	0.01%	85	8.63K	0	0
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.01%	46	4.67K	46	+100.00%
Sep 30, 2025	IFP ADVISORS, INC	0.01%	40	4.06K	0	0
Sep 30, 2025	CENTRAL PACIFIC BANK - TRUST DIVISION	0%	32	3.25K	0	0
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0%	2	203	0	0
Sep 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-3.9K	-100.00%
Sep 30, 2025	SIMPLEX TRADING, LLC	0%	0	-	-393	-100.00%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	0	-	-277	-100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-169	-100.00%
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0%	0	-	-2.31K	-100.00%
Sep 30, 2025	ABSOLUTE CAPITAL MANAGEMENT, LLC	0%	0	-	-7.6K	-100.00%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.01%	75	7.62K	0	0
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.01%	66	6.7K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	55	5.59K	0	0
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	55	5.59K	0	0
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	51	5.18K	0	0
Sep 30, 2025	CITIGROUP INC	8.06%	59.72K	6.07M	-20K	-25.09%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	5.43%	40.21K	4.08M	-14.9K	-27.03%
Sep 30, 2025	MORGAN STANLEY	4.96%	36.76K	3.73M	-30.79K	-45.58%
Sep 30, 2025	LPL FINANCIAL LLC	4.33%	32.06K	3.26M	-22.37K	-41.09%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.13%	23.17K	2.35M	2.31K	+11.08%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2%	14.82K	1.5M	1.44K	+10.74%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.76%	13.03K	1.32M	-871	-6.26%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	1.64%	12.18K	1.24M	0	0
Sep 30, 2025	SUMMIT TRAIL ADVISORS, LLC	1.36%	10.08K	1.02M	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	1.31%	9.69K	984.2K	-737	-7.07%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	1.26%	9.31K	945.98K	1.46K	+18.53%
Sep 30, 2025	SPINNAKER TRUST	0.9%	6.71K	680.99K	0	0
Sep 30, 2025	UBS GROUP AG	0.82%	6.07K	616.2K	883	+17.03%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.77%	5.68K	576.69K	-12.89K	-69.42%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.42%	3.1K	315K	-147	-4.52%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.4%	2.95K	300K	499	+20.36%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.35%	2.58K	261.9K	2.58K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	2.4K	241.57K	-280	-10.43%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	2.32K	235.43K	2.32K	+100.00%
Sep 30, 2025	ORSER CAPITAL MANAGEMENT, LLC	0.28%	2.05K	285.3K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.28%	2.05K	209K	-1.89K	-48.01%
Sep 30, 2025	KAIZEN FINANCIAL STRATEGIES	0.27%	2K	206.18K	2K	+100.00%
Sep 30, 2025	GOODMAN ADVISORY GROUP, LLC	0.22%	1.61K	163.92K	1.61K	+100.00%
Sep 30, 2025	FMR LLC	0.18%	1.36K	138.44K	90	+7.07%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.12%	905	91.92K	0	0
Sep 30, 2025	GLEN EAGLE ADVISORS, LLC	0.11%	846	85.92K	150	+21.55%
Sep 30, 2025	NBC SECURITIES, INC.	0.11%	824	83.76K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.11%	785	79.68K	-100	-11.30%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.1%	748	75.97K	-148	-16.52%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	1.01%	7.86K	782.26K	7.86K	+100.00%
Jun 30, 2025	SUMMIT TRAIL ADVISORS, LLC	1.3%	10.08K	1M	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.01%	55	5.48K	-150	-73.17%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.02%	160	15.93K	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	169	16.82K	169	+100.00%
Jun 30, 2025	MISSOURI TRUST & INVESTMENT CO	0.03%	200	19.91K	0	0
Jun 30, 2025	MORGAN STANLEY	8.72%	67.55K	6.72M	-22.79K	-25.23%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.69%	20.86K	2.08M	-746	-3.45%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	3.78%	29.32K	2.92M	29.32K	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.01%	66	6.57K	0	0
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0.01%	75	7.47K	0	0
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.04%	277	27.58K	0	0
Jun 30, 2025	SIMPLEX TRADING, LLC	0.05%	393	39K	393	+100.00%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.05%	396	39.43K	396	+100.00%
Jun 30, 2025	CWM, LLC	0.05%	400	40K	0	0
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.06%	475	47.22K	0	0
Jun 30, 2025	NBC SECURITIES, INC.	0.11%	824	82K	-362	-30.52%
Jun 30, 2025	ORSER CAPITAL MANAGEMENT, LLC	0.26%	2.05K	276.32K	0	0
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	1.57%	12.18K	1.21M	0	0
Jun 30, 2025	WISER ADVISOR GROUP LLC	0%	0	-	-112	-100.00%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0%	0	-	-166	-100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-100	-100.00%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-50	-100.00%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	21	2.08K	6	+40.00%
Jun 30, 2025	CENTRAL PACIFIC BANK - TRUST DIVISION	0%	32	3.19K	0	0
Jun 30, 2025	SPINNAKER TRUST	0.87%	6.71K	667.48K	12	+0.18%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	51	5.08K	0	0
Jun 30, 2025	CITIGROUP INC	10.29%	79.72K	7.94M	0	0
Jun 30, 2025	GOLDMAN SACHS GROUP INC	7.11%	55.1K	5.49M	29	+0.05%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.05%	420	41.78K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	7.03%	54.43K	5.42M	-24.98K	-31.46%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.4%	18.57K	1.85M	12.37K	+199.42%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.79%	13.9K	1.38M	-1	-0.01%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.73%	13.38K	1.33M	-15.92K	-54.33%
Jun 30, 2025	CORECAP ADVISORS, LLC	1.35%	10.43K	1.04M	-315	-2.93%
Jun 30, 2025	ROYAL BANK OF CANADA	0.51%	3.94K	392K	641	+19.42%
Jun 30, 2025	CITADEL ADVISORS LLC	0.5%	3.9K	388.25K	-1.22K	-23.80%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.42%	3.25K	324K	-170	-4.97%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.33%	2.52K	251.09K	28	+1.12%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.35%	2.68K	267.38K	233	+9.51%
Jun 30, 2025	IFP ADVISORS, INC	0.01%	40	3.98K	0	0
Jun 30, 2025	SCARBOROUGH ADVISORS, LLC	0%	29	2.89K	29	+100.00%
Jun 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	55	5.48K	0	0
Jun 30, 2025	PLANTE MORAN FINANCIAL ADVISORS, LLC	0.01%	85	8.46K	0	0
Jun 30, 2025	TRUVESTMENTS CAPITAL LLC	0.06%	455	45.3K	0	0
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.08%	619	61.62K	-17	-2.67%
Jun 30, 2025	GLEN EAGLE ADVISORS, LLC	0.09%	696	69.29K	0	0
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.11%	885	88.05K	0	0
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.12%	896	89.2K	148	+19.79%
Jun 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.12%	905	90.09K	905	+100.00%
Jun 30, 2025	FMR LLC	0.16%	1.27K	126.74K	34	+2.74%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.3%	2.31K	229.92K	-387	-14.35%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.32%	2.45K	244K	2.45K	+100.00%
Jun 30, 2025	UBS GROUP AG	0.67%	5.18K	516.07K	65	+1.27%
Jun 30, 2025	ABSOLUTE CAPITAL MANAGEMENT, LLC	0.98%	7.6K	756.58K	0	0
Mar 31, 2025	IFP ADVISORS, INC	0%	40	3.93K	40	+100.00%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0.01%	50	4.51K	0	0
Mar 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	51	5.01K	0	0
Mar 31, 2025	STIFEL FINANCIAL CORP	1.58%	13.91K	1.36M	13.91K	+100.00%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	15	1.46K	15	+100.00%
Mar 31, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0.01%	55	5.4K	0	0
Mar 31, 2025	ORSER CAPITAL MANAGEMENT, LLC	0.23%	2.05K	299.32K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	2.45K	240.55K	-722	-22.75%
Mar 31, 2025	CITADEL ADVISORS LLC	0.58%	5.12K	502.17K	-4.62K	-47.43%
Mar 31, 2025	SUMMIT TRAIL ADVISORS, LLC	1.15%	10.08K	988.94K	0	0
Mar 31, 2025	CORECAP ADVISORS, LLC	1.22%	10.74K	1.05M	-535	-4.74%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	6.27%	55.08K	5.4M	0	0
Mar 31, 2025	LPL FINANCIAL LLC	9.04%	79.41K	7.79M	47.91K	+152.07%
Mar 31, 2025	CITIGROUP INC	9.07%	79.72K	7.82M	20K	+33.49%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.02%	166	16.29K	166	+100.00%
Mar 31, 2025	MISSOURI TRUST & INVESTMENT CO	0.02%	200	19.62K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.02%	205	20.11K	-50	-19.61%
Mar 31, 2025	SRS CAPITAL ADVISORS, INC.	0.03%	277	27.18K	277	+100.00%
Mar 31, 2025	PLANTE MORAN FINANCIAL ADVISORS, LLC	0.01%	85	8.34K	0	0
Mar 31, 2025	CWM, LLC	0.05%	400	39K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.46%	21.61K	2.12M	-72	-0.33%
Mar 31, 2025	WISER ADVISOR GROUP LLC	0.01%	112	10.99K	0	0
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.02%	160	15.7K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.34%	29.3K	2.88M	18.92K	+182.10%
Mar 31, 2025	MORGAN STANLEY	10.28%	90.34K	8.86M	57.21K	+172.70%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0%	0	-	-2.22K	-100.00%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0%	2	196	0	0
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.05%	420	41.16K	1	+0.24%
Mar 31, 2025	TRUVESTMENTS CAPITAL LLC	0.05%	455	44.64K	0	0
Mar 31, 2025	NBC SECURITIES, INC.	0.14%	1.19K	116	1.19K	+118,500.00%
Mar 31, 2025	FMR LLC	0.14%	1.24K	121.58K	0	0
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	2.49K	244.73K	-54	-2.12%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.09%	748	73.39K	0	0
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.1%	885	86.79K	225	+34.09%
Mar 31, 2025	SANDY SPRING BANK	0.1%	905	88.8K	-40	-4.23%
Mar 31, 2025	SPINNAKER TRUST	0.76%	6.69K	656.71K	0	0
Mar 31, 2025	ABSOLUTE CAPITAL MANAGEMENT, LLC	0.87%	7.6K	745.7K	7.6K	+100.00%
Mar 31, 2025	GLEN EAGLE ADVISORS, LLC	0.08%	696	68.29K	0	0
Mar 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.31%	2.7K	264.58K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.38%	3.3K	324K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.39%	3.42K	336K	-577	-14.43%
Mar 31, 2025	CENTRAL PACIFIC BANK - TRUST DIVISION	0%	32	3.14K	0	0
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.07%	636	62.4K	-13	-2.00%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.05%	475	46.52K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.71%	6.2K	608.43K	134	+2.21%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	100	9.81K	0	0
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.01%	75	7.36K	0	0
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.01%	66	6.27K	0	0
Mar 31, 2025	MERIT FINANCIAL GROUP, LLC	1.39%	12.18K	1.2M	0	0
Mar 31, 2025	UBS GROUP AG	0.58%	5.12K	502.27K	-186	-3.51%
Mar 31, 2024	MORGAN STANLEY	3.76%	38.74K	3.67M	-19.97K	-34.02%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.21%	2.18K	206.72K	2.18K	+100.00%
Mar 31, 2024	WBI INVESTMENTS, INC.	0%	0	-	-29.12K	-100.00%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0%	2	190	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0%	5	474	0	0
Mar 31, 2024	TIDEMARK, LLC	0%	12	1.14K	0	0
Mar 31, 2024	CENTRAL PACIFIC BANK - TRUST DIVISION	0%	32	3K	32	+100.00%
Mar 31, 2024	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	36	3.41K	0	0
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	100	9.48K	100	+100.00%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	110	10.43K	0	0
Mar 31, 2024	WISER ADVISOR GROUP LLC	0.01%	112	10.62K	0	0
Mar 31, 2024	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.02%	160	15.17K	160	+100.00%
Mar 31, 2024	MISSOURI TRUST & INVESTMENT CO	0.02%	200	18.97K	0	0
Mar 31, 2024	NORTHWEST INVESTMENT COUNSELORS, LLC	0.02%	200	18.97K	200	+100.00%
Mar 31, 2024	CITIGROUP INC	0.04%	419	39.73K	0	0
Mar 31, 2024	GOODMAN ADVISORY GROUP, LLC	0.04%	378	35.85K	-1.06K	-73.70%
Mar 31, 2024	CWM, LLC	0.05%	400	38K	0	0
Mar 31, 2024	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.05%	419	39.7K	1	+0.24%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	660	62.54K	0	0
Mar 31, 2024	FMR LLC	0.08%	833	79.03K	0	0
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.08%	713	67.62K	35	+5.16%
Mar 31, 2024		0.1%	896	84.97K	896	+100.00%
Mar 31, 2024	SANDY SPRING BANK	0.11%	945	89.61K	0	0
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.13%	1.1K	99.3K	-200	-15.34%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.39%	4.03K	381.9K	127	+3.26%
Mar 31, 2024	WESTERN WEALTH MANAGEMENT, LLC	0.42%	3.61K	342.09K	-197	-5.18%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.49%	5.08K	481.26K	-40K	-88.74%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.5%	4.34K	412K	4.34K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.55%	5.64K	534.56K	-2.42K	-30.02%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.58%	5.01K	475K	100	+2.04%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.67%	6.89K	653.68K	287	+4.35%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.74%	7.62K	722.23K	6.09K	+400.39%
Mar 31, 2024	CITADEL ADVISORS LLC	0.76%	7.83K	742.71K	7.83K	+100.00%
Mar 31, 2024	SPINNAKER TRUST	0.95%	8.16K	773.62K	0	0
Mar 31, 2024	SUMMIT TRAIL ADVISORS, LLC	1.17%	10.08K	955.79K	0	0
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	1.42%	12.18K	1.08M	12.18K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.42%	14.67K	1.39M	-64	-0.43%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.46%	15K	1.42M	919	+6.53%
Mar 31, 2024	ROYAL BANK OF CANADA	1.93%	19.89K	1.89M	10.64K	+115.14%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.67%	27.48K	2.61M	-10.05K	-26.79%
Mar 31, 2024	TRUVESTMENTS CAPITAL LLC	0.05%	455	43.15K	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-4.97K	-100.00%
Mar 31, 2024	LPL FINANCIAL LLC	4.01%	41.25K	3.91M	-6.05K	-12.80%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.01%	50	4.74K	-19	-27.54%
Mar 31, 2024	EPG WEALTH MANAGEMENT LLC	0.01%	53	5.06K	-50	-48.54%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.01%	75	7.11K	0	0
Mar 31, 2024	NBC SECURITIES, INC.	0.14%	1.19K	112K	0	0
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.15%	1.26K	119.49K	-108	-7.89%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.23%	2.32K	220.01K	-201	-7.97%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.24%	2.47K	234K	-412	-14.32%
Mar 31, 2024	ORSER CAPITAL MANAGEMENT, LLC	0.25%	2.18K	322.05K	-30	-1.36%
Mar 31, 2024	FORTIS GROUP ADVISORS, LLC	0%	0	-	-10.68K	-100.00%
Dec 31, 2023	SANDY SPRING BANK	0.09%	945	84.06K	0	0
Dec 31, 2023	NBC SECURITIES, INC.	0.11%	1.19K	105K	-1	-0.08%
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.12%	1.3K	117.34K	-570	-30.42%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.13%	1.37K	121.68K	-308	-18.38%
Dec 31, 2023	GOODMAN ADVISORY GROUP, LLC	0.13%	1.44K	127.82K	1.44K	+100.00%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.14%	1.52K	135.38K	-5.41K	-78.03%
Dec 31, 2023	ORSER CAPITAL MANAGEMENT, LLC	0.21%	2.21K	301.4K	-7.91K	-78.16%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.23%	2.52K	224.24K	2.52K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	2.88K	256K	-67	-2.28%
Dec 31, 2023	WESTERN WEALTH MANAGEMENT, LLC	0.35%	3.8K	338.4K	0	0
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.36%	3.9K	346.89K	-280	-6.70%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.46%	4.91K	436.66K	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.62%	6.61K	587.58K	965	+17.11%
Dec 31, 2023	UBS GROUP AG	0.75%	8.06K	716.49K	-165	-2.01%
Dec 31, 2023	ROYAL BANK OF CANADA	0.86%	9.24K	822K	-11.14K	-54.65%
Dec 31, 2023	SUMMIT TRAIL ADVISORS, LLC	0.94%	10.08K	896.53K	0	0
Dec 31, 2023	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	36	3.2K	-79	-68.70%
Dec 31, 2023	FORTIS GROUP ADVISORS, LLC	1%	10.68K	923.19K	0	0
Dec 31, 2023	CORECAP ADVISORS, LLC	1.08%	11.62K	1.03M	-72	-0.62%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.31%	14.08K	1.25M	1.26K	+9.81%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.37%	14.73K	1.31M	-3.43K	-18.87%
Dec 31, 2023	WBI INVESTMENTS, INC.	2.71%	29.12K	2.59M	716	+2.52%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.5%	37.53K	3.34M	-40.31K	-51.79%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	4.2%	45.08K	4.01M	0	0
Dec 31, 2023	LPL FINANCIAL LLC	4.41%	47.3K	4.21M	879	+1.89%
Dec 31, 2023	MORGAN STANLEY	5.47%	58.71K	5.22M	-52.68K	-47.29%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.06%	678	60.96K	0	0
Dec 31, 2023	CWM, LLC	0.04%	400	36K	0	0
Dec 31, 2023	HUNTINGTON NATIONAL BANK	0%	2	178	0	0
Dec 31, 2023	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.04%	418	37.22K	0	0
Dec 31, 2023	CITIGROUP INC	0.04%	419	37.27K	-49	-10.47%
Dec 31, 2023	TRUVESTMENTS CAPITAL LLC	0.04%	455	40.47K	0	0
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	660	58.66K	0	0
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0%	5	445	0	0
Dec 31, 2023	MISSOURI TRUST & INVESTMENT CO	0.02%	200	17.79K	0	0
Dec 31, 2023		0%	12	1.07K	12	+100.00%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	110	9.63K	0	0
Dec 31, 2023	EPG WEALTH MANAGEMENT LLC	0.01%	103	9.15K	0	0
Dec 31, 2023	BLAIR WILLIAM & CO/IL	0.01%	75	6.67K	0	0
Dec 31, 2023	FMR LLC	0.08%	833	74.13K	0	0

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