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

Who are the major shareholders selling State Street SPDR S&P Telecom ETF stock?

PGIM CUSTOM HARVEST LLC, in the last quarter, reduced its stake in XTL by -0.71% restricting it's holding to 3.1 thousand shares of worth nearly $704.76K. RPS ADVISORY SOLUTIONS LLC also lessened -38.85% of the XTL shares from its portfolio, reducing its holding to 3.45 thousand shares of worth $785.30K. ENVESTNET ASSET MANAGEMENT INC also shunned XTL shares holding by -1.66% last quarter which brought its holding to 12.29 thousand shares worth $2.80M.

Investors who are buying XTL stock?

As per its latest 13F filing, FOUNDERS FINANCIAL SECURITIES LLC increased its stake in XTL by 100% in the last quarter. The institutional holder raised its holding to 13.54 thousand shares having worth more than $3.08M. MARSHALL & STERLING WEALTH ADVISORS INC. also added 100% more shares of XTL to its portfolio, raising its holding to 1.79 thousand shares of worth $407.77K. BELVEDERE TRADING LLC also increased its XTL shares holding by 20% which brought its holding to 1.8 thousand shares worth $409.48K.

XTL's major insiders: who are they?

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

Did an insider recently sell XTL stock?

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

Which insider recently purchased XTL stock?

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

How much of XTL does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in XTL?

FOUNDERS FINANCIAL SECURITIES LLC is the largest institutional owner in XTL which holds 13.54 thousand shares worth $3.08M or 0.54% of the total XTL shares outstanding followed by MARSHALL & STERLING WEALTH ADVISORS INC. with ownership of 1.79 thousand shares representing 0.17% of the XTL ownership. BELVEDERE TRADING LLC is the third largest stakeholder with 1.8 thousand shares or 0.17% of the ownership worth more than $409.48K.

Is State Street SPDR S&P Telecom 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 XTL is concerned, it is a stock which is optionable.

Is there a short position on XTL's shares?

Number of XTL 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 XTL shares are there?

As of today, null shares of XTL are outstanding.

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

XTL 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 XTL is null.

State Street SPDR S&P Telecom ETF (XTL) 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. FOUNDERS FINANCIAL SECURITIES LLC is the top corporate investor, holding 13.54K shares valued at $3.08M. A 0.54% stake in State Street SPDR S&P Telecom ETF is owned by the company. MARSHALL & STERLING WEALTH ADVISORS INC. owns 1.79K shares valued at $407.77K, which translates its holding of 0.17% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	FOUNDERS FINANCIAL SECURITIES LLC	0.54%	13.54K	3.08M	13.54K	+100.00%
Jun 30, 2026	MARSHALL & STERLING WEALTH ADVISORS INC.	0.17%	1.79K	407.77K	1.79K	+100.00%
Jun 30, 2026	BELVEDERE TRADING LLC	0.17%	1.8K	409.48K	300	+20.00%
Jun 30, 2026	JPMORGAN CHASE & CO	0.17%	1.88K	422.16K	143	+8.25%
Jun 30, 2026	US BANCORP \DE\	0.18%	1.93K	439.98K	1.93K	+100.00%
Jun 30, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.18%	1.96K	445.9K	97	+5.21%
Jun 30, 2026	WAKEFIELD ASSET MANAGEMENT LLLP	0.23%	2.49K	565.54K	946	+61.43%
Jun 30, 2026	PACIFIC SUN FINANCIAL CORP	0.26%	2.79K	634.7K	0	0
Jun 30, 2026	PGIM CUSTOM HARVEST LLC	0.29%	3.1K	704.76K	-22	-0.71%
Jun 30, 2026	RPS ADVISORY SOLUTIONS LLC	0.32%	3.45K	785.3K	-2.19K	-38.85%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.33%	3.6K	818.43K	373	+11.57%
Jun 30, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.34%	3.62K	822.68K	209	+6.13%
Jun 30, 2026	ROMAN BUTLER FULLERTON & CO	0.34%	3.65K	789.09K	1.42K	+63.63%
Jun 30, 2026	GEOWEALTH MANAGEMENT, LLC	0.43%	4.68K	1.06M	4.2K	+877.04%
Jun 30, 2026	DAVENPORT & CO LLC	0.44%	4.74K	1.08M	4.74K	+100.00%
Jun 30, 2026	LPL FINANCIAL LLC	5.41%	135.14K	30.74M	43.19K	+46.97%
Jun 30, 2026	MORGAN STANLEY	5.7%	142.51K	32.42M	9.36K	+7.03%
Jun 30, 2026	LARRY MATHIS FINANCIAL PLANNING, LLC	0.39%	9.79K	2.23M	8.64K	+754.76%
Jun 30, 2026	JANE STREET GROUP, LLC	0.61%	15.3K	3.48M	13.1K	+595.45%
Jun 30, 2026	TWO SIGMA SECURITIES, LLC	0.2%	5.13K	1.17M	5.13K	+100.00%
Jun 30, 2026	SIMPLEX TRADING, LLC	0.21%	5.28K	1.2M	5.28K	+100.00%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.49%	12.29K	2.8M	-208	-1.66%
Jun 30, 2026	GREAT DIAMOND PARTNERS, LLC	0.54%	13.42K	3.05M	-650	-4.62%
Jun 30, 2026	TEUCRIUM INVESTMENT ADVISORS, LLC	0.68%	16.99K	3.86M	16.99K	+100.00%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.85%	21.26K	4.84M	463	+2.23%
Jun 30, 2026	UBS GROUP AG	0.99%	24.83K	5.65M	-7.05K	-22.12%
Jun 30, 2026	HSBC HOLDINGS PLC	1%	25K	5.66M	0	0
Jun 30, 2026	ROYAL BANK OF CANADA	1.3%	32.5K	7.39M	30.12K	+1,267.31%
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	1.36%	34.05K	7.75M	-127	-0.37%
Jun 30, 2026	HRT FINANCIAL LP	0.79%	19.8K	4.5M	19.8K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.84%	21.03K	4.78M	2.09K	+11.03%
Jun 30, 2026	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	3.12%	78K	17.74M	15.33K	+24.46%
Jun 30, 2026	PARKWAY WEALTH MANAGEMENT GROUP, LLC	5.1%	127.44K	28.99M	127.44K	+100.00%
Jun 30, 2026	BLUE CAPITAL, INC.	0.21%	5.37K	1.22M	-4.63K	-46.32%
Jun 30, 2026	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0.22%	5.4K	1.23M	-717	-11.72%
Jun 30, 2026	D. E. SHAW & CO., INC.	0.57%	14.15K	3.22M	14.15K	+100.00%
Jun 30, 2026	BROOKSTONE CAPITAL MANAGEMENT	0.87%	21.77K	4.95M	21.77K	+100.00%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	1.2%	30.01K	6.83M	526	+1.78%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.59%	39.67K	9.02M	3.46K	+9.54%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	1.86%	46.57K	10.59M	6.99K	+17.67%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2.06%	51.61K	11.74M	34.81K	+207.24%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	2.62%	65.39K	14.87M	40.39K	+161.53%
Jun 30, 2026	DESTINY WEALTH PARTNERS, LLC	2.78%	69.45K	14.46M	69.45K	+100.00%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	4.47%	111.84K	25.44M	30.92K	+38.20%
Jun 30, 2026	WORTHINGTON FINANCIAL PARTNERS, LLC	0.36%	3.83K	870.77K	16	+0.42%
Jun 30, 2026	COMPASS FINANCIAL MANAGEMENT LLC	0.46%	4.93K	1.12M	4.93K	+100.00%
Jun 30, 2026	SFI ADVISORS, LLC	0.64%	16.12K	3.67M	-641	-3.82%
Jun 30, 2026	EQUITABLE HOLDINGS, INC.	0.66%	16.59K	3.77M	13.33K	+408.24%
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.75%	18.86K	4.29M	18.86K	+100.00%
Jun 30, 2026	TWO SIGMA INVESTMENTS, LP	0.78%	19.4K	4.41M	19.4K	+100.00%
Jun 30, 2026	REGAL INVESTMENT ADVISORS LLC	0.2%	5.1K	1.16M	-203	-3.83%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.23%	5.65K	1.29M	1.83K	+47.83%
Jun 30, 2026	GOTHAM ASSET MANAGEMENT, LLC	0.23%	5.67K	1.29M	0	0
Jun 30, 2026	QUARTZ PARTNERS, LLC	0.23%	5.76K	1.31M	522	+9.97%
Jun 30, 2026	CIOVACCO CAPITAL MANAGEMENT LLC	0.23%	5.86K	1.33M	5.86K	+100.00%
Jun 30, 2026	KAIZEN FINANCIAL STRATEGIES	0.24%	6.05K	1.36M	-588	-8.86%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.25%	6.19K	1.41M	4.92K	+389.32%
Jun 30, 2026	CITIGROUP INC	0.25%	6.25K	1.42M	836	+15.44%
Jun 30, 2026	FORTIS GROUP ADVISORS, LLC	0.28%	6.99K	1.59M	-21.63K	-75.58%
Jun 30, 2026	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.32%	7.98K	1.81M	-1.98K	-19.90%
Jun 30, 2026	CITADEL ADVISORS LLC	0.34%	8.4K	1.91M	-7.7K	-47.83%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.35%	8.67K	1.97M	-1.85K	-17.56%
Jun 30, 2026	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	0.38%	9.46K	2.15M	120	+1.28%
Jun 30, 2026		0.91%	9.79K	2.23M	8.64K	+754.76%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.41%	10.16K	2.31M	8.19K	+413.80%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.46%	11.62K	2.64M	11.62K	+100.00%
Jun 30, 2026	IMC-CHICAGO, LLC	0.13%	1.39K	315.76K	1.39K	+100.00%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.16%	1.72K	391.32K	171	+11.04%
Jun 30, 2026	PFG ADVISORS	0.16%	1.77K	402.66K	1.77K	+100.00%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	3.08%	33.13K	6.23M	33.13K	+100.00%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	3.18%	34.18K	6.43M	2.58K	+8.16%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	3.37%	36.21K	6.81M	20.1K	+124.78%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	3.68%	39.58K	7.44M	5.23K	+15.22%
Mar 31, 2026	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	5.82%	62.67K	11.79M	62.67K	+100.00%
Mar 31, 2026	UNIVERSITY OF ILLINOIS FOUNDATION	5.99%	64.5K	12.13M	64.5K	+100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	7.52%	80.92K	15.22M	4.96K	+6.53%
Mar 31, 2026	LPL FINANCIAL LLC	8.54%	91.95K	17.29M	48K	+109.21%
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	9.29%	100K	18.81M	100K	+100.00%
Mar 31, 2026	MORGAN STANLEY	12.37%	133.16K	25.04M	27.17K	+25.64%
Mar 31, 2026	CWM, LLC	23.24%	250.14K	47.04M	28.51K	+12.86%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.3%	3.27K	500.26K	3.27K	+100.00%
Mar 31, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.32%	3.41K	640.68K	135	+4.13%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.36%	3.82K	719.27K	1.98K	+107.38%
Mar 31, 2026	QUARTZ PARTNERS, LLC	0.49%	5.23K	984.31K	-11.64K	-68.97%
Mar 31, 2026	REGAL INVESTMENT ADVISORS LLC	0.49%	5.3K	996.34K	5.3K	+100.00%
Mar 31, 2026	CITIGROUP INC	0.5%	5.41K	1.02M	65	+1.22%
Mar 31, 2026	RPS ADVISORY SOLUTIONS LLC	0.52%	5.65K	1.06M	1.73K	+44.01%
Mar 31, 2026	GOTHAM ASSET MANAGEMENT, LLC	0.53%	5.67K	1.07M	0	0
Mar 31, 2026	B. RILEY WEALTH ADVISORS, INC.	0.53%	5.7K	1.03M	5.7K	+100.00%
Mar 31, 2026	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0.57%	6.12K	1.15M	6.12K	+100.00%
Mar 31, 2026	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	0.84%	9.02K	1.7M	269	+3.07%
Mar 31, 2026	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	0.87%	9.34K	1.76M	-1.19K	-11.26%
Mar 31, 2026	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.93%	9.96K	1.87M	-287	-2.80%
Mar 31, 2026	BLUE CAPITAL, INC.	0.93%	10K	1.88M	-2.95K	-22.80%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.98%	10.52K	1.98M	10.52K	+100.00%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	1.02%	10.99K	2.07M	10.99K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.16%	12.5K	2.35M	10.42K	+502.02%
Mar 31, 2026	CITADEL ADVISORS LLC	1.26%	13.6K	2.56M	11.92K	+707.96%
Mar 31, 2026	KAIZEN FINANCIAL STRATEGIES	0.62%	6.63K	1.45M	638	+10.64%
Mar 31, 2026	GREAT DIAMOND PARTNERS, LLC	1.31%	14.07K	2.65M	14.07K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	1.32%	14.17K	2.66M	14.17K	+100.00%
Mar 31, 2026	SFI ADVISORS, LLC	1.56%	16.76K	3.15M	-32.33K	-65.86%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.56%	16.8K	3.16M	4.19K	+33.24%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	1.76%	18.94K	3.56M	290	+1.56%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.93%	20.8K	3.91M	5.45K	+35.48%
Mar 31, 2026	MAXI INVESTMENTS CY LTD	2.04%	22K	4.14M	22K	+100.00%
Mar 31, 2026	HSBC HOLDINGS PLC	2.32%	25K	4.63M	25K	+100.00%
Mar 31, 2026	WALDRON PRIVATE WEALTH LLC	0.23%	2.47K	465.26K	0	0
Mar 31, 2026	GOLDMAN SACHS GROUP INC	2.32%	25K	4.7M	-137	-0.55%
Mar 31, 2026	FORTIS GROUP ADVISORS, LLC	2.66%	28.61K	6.46M	28.61K	+100.00%
Mar 31, 2026	PGIM CUSTOM HARVEST LLC	0.29%	3.12K	586.75K	-295	-8.64%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.5%	5.41K	1.02M	5.41K	+100.00%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.74%	29.49K	5.55M	-8.21K	-21.77%
Mar 31, 2026	UBS GROUP AG	2.96%	31.88K	6M	-20.29K	-38.89%
Mar 31, 2026	ROYAL BANK OF CANADA	0.22%	2.38K	447K	2.03K	+583.05%
Mar 31, 2026	PACIFIC SUN FINANCIAL CORP	0.26%	2.79K	524.69K	50	+1.82%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.3%	3.23K	606.46K	674	+26.42%
Mar 31, 2026	FULCRUM EQUITY MANAGEMENT	0.13%	1.35K	254.63K	1.35K	+100.00%
Mar 31, 2026	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.14%	1.47K	276.64K	-179	-10.85%
Mar 31, 2026	BELVEDERE TRADING LLC	0.14%	1.5K	282.09K	1.5K	+100.00%
Mar 31, 2026	WAKEFIELD ASSET MANAGEMENT LLLP	0.14%	1.54K	289.61K	1.54K	+100.00%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.14%	1.55K	291.33K	4	+0.26%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.14%	1.56K	293.19K	1.56K	+100.00%
Mar 31, 2026	OPPENHEIMER & CO INC	0.15%	1.65K	309.55K	1.65K	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0.16%	1.73K	314.69K	-7	-0.40%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.17%	1.86K	350.39K	54	+2.99%
Mar 31, 2026	ROMAN BUTLER FULLERTON & CO	0.21%	2.23K	461.43K	-2.42K	-51.99%
Mar 31, 2026		0.35%	3.81K	716.81K	-733	-16.13%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.14%	1.52K	232.59K	-90	-5.60%
Dec 31, 2025	CAPE INVESTMENT ADVISORY, INC.	0.15%	1.57K	239.79K	-25	-1.57%
Dec 31, 2025	RPS ADVISORY SOLUTIONS LLC	0.36%	3.92K	600.62K	3.92K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.16%	1.68K	257.87K	-1.15K	-40.68%
Dec 31, 2025	ROMAN BUTLER FULLERTON & CO	0.43%	4.65K	762.83K	-82	-1.73%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.47%	5.04K	772.84K	603	+13.58%
Dec 31, 2025	FINANCIAL SERVICES ADVISORY INC	0.52%	5.55K	849.61K	-1.01K	-15.45%
Dec 31, 2025	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	0.98%	10.52K	1.61M	0	0
Dec 31, 2025	KAIZEN FINANCIAL STRATEGIES	0.56%	6K	918.55K	-250	-4.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	1.43%	15.35K	2.35M	364	+2.43%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.5%	16.11K	2.47M	4.2K	+35.25%
Dec 31, 2025	CITY HOLDING CO	0.07%	700	107.25K	0	0
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.08%	853	130.7K	853	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	3.5%	37.69K	5.78M	115	+0.31%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	3.19%	34.35K	5.26M	1.14K	+3.43%
Dec 31, 2025	CWM, LLC	20.59%	221.64K	33.96M	221.64K	+100.00%
Dec 31, 2025	SIGNATUREFD, LLC	0%	0	-	-309	-100.00%
Dec 31, 2025	CASTLEARK MANAGEMENT LLC	0%	0	-	-59.74K	-100.00%
Dec 31, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-6	-100.00%
Dec 31, 2025	WAGNER WEALTH MANAGEMENT, LLC	0%	46	6.99K	0	0
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0.01%	57	8.73K	0	0
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	97	14.86K	0	0
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.02%	206	31.56M	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.09%	979	150.01K	979	+100.00%
Dec 31, 2025	PGIM CUSTOM HARVEST LLC	0.32%	3.42K	523.25K	-25	-0.73%
Dec 31, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.53%	5.67K	869.06K	0	0
Dec 31, 2025	BLUE CAPITAL, INC.	1.2%	12.96K	1.99M	1.42K	+12.32%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.03%	310	47.5K	53	+20.62%
Dec 31, 2025	ROYAL BANK OF CANADA	0.03%	348	53K	-652	-65.20%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.13%	1.38K	211.73K	1.38K	+100.00%
Dec 31, 2025	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	0.81%	8.75K	1.34M	-2.68K	-23.46%
Dec 31, 2025	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.95%	10.25K	1.57M	6.79K	+196.38%
Dec 31, 2025	ORION CAPITAL MANAGEMENT LLC	0%	4	613	0	0
Dec 31, 2025	NBC SECURITIES, INC.	0%	9	1.38K	0	0
Dec 31, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.1%	1.11K	169.77K	-36	-3.15%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.1%	1.11K	170.69K	691	+163.36%
Dec 31, 2025	RFP FINANCIAL GROUP LLC	0.13%	1.38K	212.08K	-298	-17.72%
Dec 31, 2025	PARKWOODS WEALTH PARTNERS, LLC	0.14%	1.47K	225.08K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	1.84K	282.7K	-456	-19.83%
Dec 31, 2025	WALDRON PRIVATE WEALTH LLC	0.23%	2.47K	379.07K	0	0
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.24%	2.55K	390.84K	241	+10.43%
Dec 31, 2025	PACIFIC SUN FINANCIAL CORP	0.25%	2.74K	419.82K	0	0
Dec 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.3%	3.27K	501.34K	3.27K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	7.06%	75.96K	11.64M	11.16K	+17.22%
Dec 31, 2025	CENTRAL PACIFIC BANK - TRUST DIVISION	0%	11	1.69K	11	+100.00%
Dec 31, 2025	QUARTZ PARTNERS, LLC	1.57%	16.87K	2.58M	1.31K	+8.45%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.73%	18.65K	2.86M	-176	-0.94%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	2.34%	25.14K	3.85M	137	+0.55%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	2.94%	31.6K	4.84M	982	+3.21%
Dec 31, 2025	LPL FINANCIAL LLC	4.08%	43.95K	6.73M	-45.9K	-51.08%
Dec 31, 2025		0.42%	4.55K	696.39K	4.55K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.17%	12.61K	1.93M	-4.45K	-26.09%
Dec 31, 2025	CITIGROUP INC	0.5%	5.35K	819.38K	-27	-0.50%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.19%	2.08K	318.03K	115	+5.86%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.17%	1.81K	277.24K	8	+0.44%
Dec 31, 2025	JPMORGAN CHASE & CO	0.16%	1.74K	266.76K	93	+5.64%
Dec 31, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.15%	1.65K	252.81K	1.65K	+100.00%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.14%	1.55K	236.75K	-99	-6.02%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.05%	520	79.67K	520	+100.00%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	45	6.9K	45	+100.00%
Dec 31, 2025	ASSETMARK, INC	0%	31	4.75K	0	0
Dec 31, 2025	GLEN EAGLE ADVISORS, LLC	0%	25	3.83K	-100	-80.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	11	1.69K	0	0
Dec 31, 2025	SFI ADVISORS, LLC	4.56%	49.09K	7.52M	-1.66K	-3.27%
Dec 31, 2025	UBS GROUP AG	4.85%	52.18K	7.99M	33.85K	+184.71%
Dec 31, 2025	MORGAN STANLEY	9.85%	105.99K	16.24M	-5.23K	-4.70%
Dec 31, 2025	HANCOCK WHITNEY CORP	0.14%	1.46K	223.85K	1.46K	+100.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	138	19.38K	138	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.12%	11.91K	1.67M	-4.6K	-27.86%
Sep 30, 2025	BLUE CAPITAL, INC.	1.09%	11.54K	1.61M	1.75K	+17.87%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.15%	1.61K	224.99K	1.61K	+100.00%
Sep 30, 2025	FMR LLC	0.03%	340	47.63K	200	+142.86%
Sep 30, 2025	SIGNATUREFD, LLC	0.03%	309	43.21K	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.02%	257	35.96K	1	+0.39%
Sep 30, 2025	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	1.08%	11.44K	1.6M	-391	-3.31%
Sep 30, 2025	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	0.99%	10.52K	1.47M	-470	-4.28%
Sep 30, 2025	FINANCIAL SERVICES ADVISORY INC	0.62%	6.56K	917.6K	6.56K	+100.00%
Sep 30, 2025	KAIZEN FINANCIAL STRATEGIES	0.59%	6.25K	909.71K	125	+2.04%
Sep 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.53%	5.67K	793.63K	0	0
Sep 30, 2025	CITIGROUP INC	0.51%	5.38K	752.03K	-379	-6.59%
Sep 30, 2025	ROMAN BUTLER FULLERTON & CO	0.45%	4.73K	722.45K	-279	-5.57%
Sep 30, 2025	PGIM CUSTOM HARVEST LLC	0.32%	3.44K	481.33K	-28	-0.81%
Sep 30, 2025	CITADEL ADVISORS LLC	0.27%	2.84K	396.95K	-18.22K	-86.52%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.22%	2.31K	323.2K	190	+8.96%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.22%	2.3K	314.57K	553	+31.65%
Sep 30, 2025	RFP FINANCIAL GROUP LLC	0.16%	1.68K	261.57K	1.68K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.16%	1.65K	230.59K	-1K	-37.76%
Sep 30, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.11%	1.14K	160.07K	-27	-2.31%
Sep 30, 2025	ROYAL BANK OF CANADA	0.09%	1K	140K	-11	-1.09%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.08%	827	115.71K	0	0
Sep 30, 2025	CITY HOLDING CO	0.07%	700	97.94K	-200	-22.22%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.04%	423	58.72K	230	+119.17%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.02%	206	28.82K	0	0
Sep 30, 2025	PACIFIC SUN FINANCIAL CORP	0.26%	2.74K	383.38K	0	0
Sep 30, 2025	WALDRON PRIVATE WEALTH LLC	0.23%	2.47K	346.16K	0	0
Sep 30, 2025	CAPE INVESTMENT ADVISORY, INC.	0.15%	1.59K	222.47K	-185	-10.42%
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	57	7.98K	0	0
Sep 30, 2025	WAGNER WEALTH MANAGEMENT, LLC	0%	46	6.38K	46	+100.00%
Sep 30, 2025	ASSETMARK, INC	0%	31	4.34K	0	0
Sep 30, 2025	KIKER WEALTH MANAGEMENT, LLC	0%	17	2.38K	0	0
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.42%	4.44K	621.39K	4.44K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.15%	1.64K	230.05K	1.64K	+100.00%
Sep 30, 2025	PARKWOODS WEALTH PARTNERS, LLC	0.14%	1.47K	205.54K	1.47K	+100.00%
Sep 30, 2025	GLEN EAGLE ADVISORS, LLC	0.01%	125	17.49K	100	+400.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	97	13.57K	94	+3,133.33%
Sep 30, 2025	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.33%	3.46K	483.7K	3.46K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.18%	1.96K	274.4K	255	+14.95%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.17%	1.8K	251.99K	1.8K	+100.00%
Sep 30, 2025	FULCRUM EQUITY MANAGEMENT	0.63%	6.67K	932.54K	6.67K	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	11	1.54K	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	6	840	0	0
Sep 30, 2025	ORION CAPITAL MANAGEMENT LLC	0%	4	560	4	+100.00%
Sep 30, 2025	IMC-CHICAGO, LLC	0%	0	-	-13.86K	-100.00%
Sep 30, 2025	MORGAN STANLEY	10.47%	111.21K	15.56M	-13	-0.01%
Sep 30, 2025	LPL FINANCIAL LLC	8.46%	89.85K	12.57M	74.65K	+490.94%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	6.1%	64.8K	9.07M	21.24K	+48.76%
Sep 30, 2025	CASTLEARK MANAGEMENT LLC	5.62%	59.74K	8.36M	59.74K	+100.00%
Sep 30, 2025	SFI ADVISORS, LLC	4.78%	50.75K	7.1M	-547	-1.07%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	3.54%	37.58K	5.26M	595	+1.61%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	3.13%	33.21K	4.65M	-273	-0.82%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	2.88%	30.62K	4.28M	18.65K	+155.78%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	2.35%	25K	3.5M	-25.19K	-50.19%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.77%	18.82K	2.63M	104	+0.56%
Sep 30, 2025	UBS GROUP AG	1.73%	18.33K	2.56M	-11.17K	-37.87%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.61%	17.06K	2.39M	17.06K	+100.00%
Sep 30, 2025	QUARTZ PARTNERS, LLC	1.46%	15.56K	2.18M	15.56K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	1.41%	14.99K	2.1M	428	+2.94%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.16%	43.56K	5.11M	-11.28K	-20.56%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	4.8%	50.2K	5.89M	-7.57K	-13.10%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-17.09K	-100.00%
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0%	0	-	-550	-100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	3	297	3	+100.00%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	6	704	6	+100.00%
Jun 30, 2025	NBC SECURITIES, INC.	0%	9	1K	9	+100.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	1.39%	14.56K	1.71M	14.56K	+100.00%
Jun 30, 2025	MORGAN STANLEY	10.63%	111.23K	13.05M	13.41K	+13.71%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	11	1.29K	11	+100.00%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.2%	2.12K	249K	56	+2.71%
Jun 30, 2025	FMR LLC	0.01%	140	16.39K	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	193	22.45K	-23	-10.65%
Jun 30, 2025	BLAIR WILLIAM & CO/IL	0.02%	206	24.17K	0	0
Jun 30, 2025	SIGNATUREFD, LLC	0.03%	309	36.23K	0	0
Jun 30, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.11%	1.17K	137.37K	58	+5.21%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.54%	5.67K	665.4K	0	0
Jun 30, 2025	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	1.13%	11.83K	1.39M	-2.03K	-14.67%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.79%	18.72K	2.2M	-321	-1.69%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.2%	33.49K	3.93M	805	+2.46%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	3.53%	36.98K	4.34M	1.1K	+3.06%
Jun 30, 2025	SFI ADVISORS, LLC	4.9%	51.29K	6.02M	-5.16K	-9.14%
Jun 30, 2025	CITADEL ADVISORS LLC	2.01%	21.05K	2.47M	21.05K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	1.45%	15.21K	1.78M	-90.34K	-85.59%
Jun 30, 2025		0%	17	1.99K	-200	-92.17%
Jun 30, 2025	CITIGROUP INC	0.55%	5.75K	675.06K	-33	-0.57%
Jun 30, 2025	JPMORGAN CHASE & CO	0.25%	2.65K	310.64K	-493	-15.70%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	1.75K	205.01K	2	+0.11%
Jun 30, 2025	BLUE CAPITAL, INC.	0.94%	9.79K	1.15M	9.79K	+100.00%
Jun 30, 2025	KIKER WEALTH MANAGEMENT, LLC	0%	17	1.99K	-200	-92.17%
Jun 30, 2025	UBS GROUP AG	2.82%	29.5K	3.46M	16.28K	+123.10%
Jun 30, 2025	RPS ADVISORY SOLUTIONS LLC	0%	0	-	-5.69K	-100.00%
Jun 30, 2025	UNITED ADVISOR GROUP, LLC	0%	0	-	-2.71K	-100.00%
Jun 30, 2025	CITY HOLDING CO	0.09%	900	105.58K	0	0
Jun 30, 2025	CAPE INVESTMENT ADVISORY, INC.	0.17%	1.78K	208.23K	-28	-1.55%
Jun 30, 2025	ROYAL BANK OF CANADA	0.1%	1.01K	119K	-41	-3.90%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.58%	16.51K	1.94M	11.85K	+253.75%
Jun 30, 2025	IMC-CHICAGO, LLC	1.32%	13.86K	1.63M	-14.39K	-50.93%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	1.14%	11.97K	1.4M	466	+4.05%
Jun 30, 2025	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	1.05%	10.99K	1.29M	-504	-4.38%
Jun 30, 2025	ROMAN BUTLER FULLERTON & CO	0.48%	5.01K	602.63K	5.01K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.16%	1.71K	200.11K	1.71K	+100.00%
Jun 30, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0%	0	-	-6.07K	-100.00%
Jun 30, 2025	GLASSMAN WEALTH SERVICES	0%	0	-	-144	-100.00%
Jun 30, 2025	SVB WEALTH LLC	0%	0	-	-85	-100.00%
Jun 30, 2025	NEW HARBOR FINANCIAL GROUP, LLC	0%	0	-	-124.94K	-100.00%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-75	-100.00%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	16	1.88K	0	0
Jun 30, 2025	GLEN EAGLE ADVISORS, LLC	0%	25	2.93K	0	0
Jun 30, 2025	ASSETMARK, INC	0%	31	3.64K	-45	-59.21%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	57	6.69K	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.02%	256	30.03K	-713	-73.58%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.08%	827	97.02K	827	+100.00%
Jun 30, 2025	WALDRON PRIVATE WEALTH LLC	0.24%	2.47K	290.23K	0	0
Jun 30, 2025	PACIFIC SUN FINANCIAL CORP	0.26%	2.74K	321.44K	20	+0.74%
Jun 30, 2025	PGIM CUSTOM HARVEST LLC	0.33%	3.47K	406.84K	-57	-1.62%
Jun 30, 2025	KAIZEN FINANCIAL STRATEGIES	0.58%	6.12K	717.95K	-30	-0.49%
Mar 31, 2025	SVB WEALTH LLC	0.01%	85	8.5K	85	+100.00%
Mar 31, 2025	FULCRUM EQUITY MANAGEMENT	1.16%	10.9K	1.09M	2.63K	+31.77%
Mar 31, 2025	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	1.23%	11.5K	1.15M	-626	-5.16%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	1.23%	11.5K	1.15M	-111	-0.96%
Mar 31, 2025	UBS GROUP AG	1.41%	13.22K	1.32M	9.19K	+227.52%
Mar 31, 2025	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	1.48%	13.86K	1.39M	-535	-3.72%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.82%	17.09K	1.71M	13.81K	+420.50%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.03%	19.04K	1.9M	-24	-0.13%
Mar 31, 2025	IMC-CHICAGO, LLC	3.01%	28.25K	2.82M	28.25K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	3.48%	32.68K	3.27M	682	+2.13%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.5%	4.67K	467K	-12.59K	-72.95%
Mar 31, 2025	CITIGROUP INC	0.62%	5.79K	578.44K	48	+0.84%
Mar 31, 2025	LPL FINANCIAL LLC	11.26%	105.54K	10.55M	8.29K	+8.53%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0%	0	-	-101.48K	-100.00%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0%	0	-	-14.71K	-100.00%
Mar 31, 2025	ROMAN BUTLER FULLERTON & CO	0%	0	-	-5.17K	-100.00%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0%	16	1.6K	-235	-93.63%
Mar 31, 2025	SPIRE WEALTH MANAGEMENT	0.01%	57	5.7K	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	75	7.5K	75	+100.00%
Mar 31, 2025	ASSETMARK, INC	0.01%	76	7.6K	0	0
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0.06%	550	54.97K	0	0
Mar 31, 2025	CITY HOLDING CO	0.1%	900	89.95K	0	0
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.1%	969	96.85K	34	+3.64%
Mar 31, 2025	ROYAL BANK OF CANADA	0.11%	1.05K	105K	-1.83K	-63.46%
Mar 31, 2025	JPMORGAN CHASE & CO	0.34%	3.14K	313.94K	-5K	-61.44%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	3.83%	35.89K	3.59M	173	+0.48%
Mar 31, 2025	SFI ADVISORS, LLC	6.02%	56.45K	5.64M	1.64K	+2.98%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	6.16%	57.77K	5.77M	2.77K	+5.04%
Mar 31, 2025	GLEN EAGLE ADVISORS, LLC	0%	25	2.5K	0	0
Mar 31, 2025	FMR LLC	0.01%	140	13.96K	139	+13,900.00%
Mar 31, 2025	GLASSMAN WEALTH SERVICES	0.02%	144	14.39K	144	+100.00%
Mar 31, 2025	SIGNATUREFD, LLC	0.03%	309	30.87K	0	0
Mar 31, 2025	MORGAN STANLEY	10.43%	97.82K	9.78M	6.11K	+6.67%
Mar 31, 2025	NEW HARBOR FINANCIAL GROUP, LLC	13.32%	124.94K	12.49M	-1.54K	-1.22%
Mar 31, 2025	BLAIR WILLIAM & CO/IL	0.02%	206	20.59K	0	0
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.02%	216	21.73K	-5	-2.26%
Mar 31, 2025		0.02%	217	21.69K	200	+1,176.47%
Mar 31, 2025	UNITED ADVISOR GROUP, LLC	0.29%	2.71K	270.56K	2.71K	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	5.85%	54.84K	5.48M	38.07K	+226.98%
Mar 31, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.6%	5.67K	566.92K	5.67K	+100.00%
Mar 31, 2025	RPS ADVISORY SOLUTIONS LLC	0.61%	5.69K	568.51K	-5.2K	-47.77%
Mar 31, 2025	KAIZEN FINANCIAL STRATEGIES	0.66%	6.15K	614.69K	740	+13.68%
Mar 31, 2025	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.12%	1.11K	111.25K	-263	-19.11%
Mar 31, 2025	PACIFIC SUN FINANCIAL CORP	0.29%	2.72K	271.86K	-200	-6.85%
Mar 31, 2025	PGIM CUSTOM HARVEST LLC	0.38%	3.53K	352.32K	0	0
Mar 31, 2025	C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS	0.65%	6.07K	606.84K	1.16K	+23.58%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.19%	1.75K	174.52K	697	+66.51%
Mar 31, 2025	CAPE INVESTMENT ADVISORY, INC.	0.19%	1.8K	180.21K	-21	-1.15%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.22%	2.06K	206K	61	+3.05%
Mar 31, 2025	WALDRON PRIVATE WEALTH LLC	0.26%	2.47K	247.28K	0	0
Mar 31, 2024	SIGNATUREFD, LLC	0.04%	309	22.93K	0	0
Mar 31, 2024	WALDRON PRIVATE WEALTH LLC	0.99%	7.17K	532.74K	7.17K	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.62%	13.75K	1.02M	3.47K	+33.81%
Mar 31, 2024	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	1.84%	13.32K	988.75K	-198	-1.47%
Mar 31, 2024	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	2.11%	15.28K	1.14M	-1.78K	-10.42%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.15%	18.18K	1.35M	691	+3.95%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	2.64%	19.15K	1.42M	-3.19K	-14.28%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	2.77%	20.08K	1.49M	20.08K	+100.00%
Mar 31, 2024	MORGAN STANLEY	4.07%	34.48K	2.56M	-4.23K	-10.94%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	4.11%	34.79K	2.58M	57	+0.16%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	4.33%	31.39K	2.33M	28.54K	+1,003.97%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	4.46%	32.33K	2.4M	32.33K	+100.00%
Mar 31, 2024	CAPE INVESTMENT ADVISORY, INC.	0.3%	2.14K	158.99K	487	+29.44%
Mar 31, 2024	LPL FINANCIAL LLC	0.33%	2.78K	206.7K	-35.9K	-92.80%
Mar 31, 2024	PACIFIC SUN FINANCIAL CORP	0.42%	3.08K	228.42K	-10	-0.32%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.7%	5.92K	439.29K	1.4K	+30.91%
Mar 31, 2024	SFI ADVISORS, LLC	6.65%	48.26K	3.58M	7.17K	+17.46%
Mar 31, 2024	ASSETMARK, INC	0.05%	355	26.36K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.96%	8.13K	603K	118	+1.47%
Mar 31, 2024	COMERICA BANK	0.02%	185	13.74K	0	0
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.02%	179	13.29K	0	0
Mar 31, 2024		0.02%	125	9.28K	125	+100.00%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	108	8.02K	108	+100.00%
Mar 31, 2024	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	78	5.79K	0	0
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.01%	71	5K	0	0
Mar 31, 2024	LONG ISLAND WEALTH MANAGEMENT, INC.	0%	0	-	-814	-100.00%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0%	0	-	-300	-100.00%
Mar 31, 2024	NBC SECURITIES, INC.	0%	9	1K	9	+100.00%
Mar 31, 2024	GUARDIAN WEALTH ADVISORS, LLC / NC	0%	28	2.08K	28	+100.00%
Mar 31, 2024	APTUS CAPITAL ADVISORS, LLC	0%	28	2.08K	28	+100.00%
Mar 31, 2024	HEXAGON CAPITAL PARTNERS LLC	0%	33	2.45K	0	0
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.01%	57	4.23K	0	0
Mar 31, 2024	COASTAL INVESTMENT ADVISORS, INC.	0.01%	68	5.05K	68	+100.00%
Mar 31, 2024	ARROW FINANCIAL CORP	0.01%	70	5.2K	0	0
Mar 31, 2024	PARALLEL ADVISORS, LLC	0.07%	500	37.13K	150	+42.86%
Mar 31, 2024	FINANCIAL FREEDOM, LLC	0.11%	765	56.81K	2	+0.26%
Mar 31, 2024	CITY HOLDING CO	0.18%	1.3K	96.52K	-245	-15.86%
Mar 31, 2024	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.19%	1.41K	104.56K	291	+26.05%
Mar 31, 2024	JPMORGAN CHASE & CO	0.79%	6.65K	493.9K	-1.32K	-16.54%
Mar 31, 2024	PGIM CUSTOM HARVEST LLC	0.82%	5.93K	440.51K	260	+4.58%
Mar 31, 2024	CITADEL ADVISORS LLC	0.85%	7.19K	533.63K	-1.51K	-17.34%
Mar 31, 2024	UBS GROUP AG	0.94%	8K	594.08K	135	+1.72%
Dec 31, 2023	JPMORGAN CHASE & CO	1.01%	7.97K	637.36K	775	+10.77%
Dec 31, 2023	HEXAGON CAPITAL PARTNERS LLC	0%	33	2.64K	0	0
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.01%	57	4.44K	0	0
Dec 31, 2023	ARROW FINANCIAL CORP	0.01%	70	5.6K	0	0
Dec 31, 2023	BENJAMIN F. EDWARDS & COMPANY, INC.	0.01%	71	6K	71	+100.00%
Dec 31, 2023	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	78	6.24K	0	0
Dec 31, 2023	BLAIR WILLIAM & CO/IL	0.02%	179	14.32K	0	0
Dec 31, 2023	COMERICA BANK	0.02%	185	14.8K	0	0
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.04%	300	23.48K	0	0
Dec 31, 2023	SIGNATUREFD, LLC	0.04%	309	24.7K	8	+2.66%
Dec 31, 2023	PARALLEL ADVISORS, LLC	0.04%	350	27.99K	0	0
Dec 31, 2023	FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA	2.17%	17.06K	1.36M	-11.01K	-39.23%
Dec 31, 2023	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	1.72%	13.51K	1.08M	-325	-2.35%
Dec 31, 2023	CITADEL ADVISORS LLC	1.11%	8.69K	695.27K	398	+4.80%
Dec 31, 2023	SFI ADVISORS, LLC	5.23%	41.09K	3.29M	41.09K	+100.00%
Dec 31, 2023	MORGAN STANLEY	4.93%	38.71K	3.1M	6.4K	+19.79%
Dec 31, 2023	ROYAL BANK OF CANADA	1.02%	8.01K	640K	-1.09K	-12.00%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.36%	2.84K	227.38K	2.84K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	4.92%	38.68K	3.09M	-3.3K	-7.85%
Dec 31, 2023	ASSETMARK, INC	0.05%	355	28.39K	-40	-10.13%
Dec 31, 2023	FINANCIAL FREEDOM, LLC	0.1%	763	61.03K	1	+0.13%
Dec 31, 2023	PRESTIGE WEALTH MANAGEMENT GROUP LLC	0.14%	1.12K	89.34K	0	0
Dec 31, 2023	CITY HOLDING CO	0.2%	1.55K	123.55K	0	0
Dec 31, 2023		0.1%	814	65K	814	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	4.42%	34.73K	2.78M	2.18K	+6.70%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	2.84%	22.34K	1.79M	2.29K	+11.42%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.23%	17.49K	1.4M	-1.94K	-9.99%
Dec 31, 2023	PACIFIC SUN FINANCIAL CORP	0.39%	3.09K	246.82K	-95	-2.99%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.58%	4.52K	361.46K	-1.14K	-20.13%
Dec 31, 2023	UBS GROUP AG	1%	7.87K	629.04K	-675	-7.90%

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