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

Who are the major shareholders selling Invesco BulletShares 2026 High Yield Corporate Bond ETF stock?

PROSPERA FINANCIAL SERVICES INC, in the last quarter, reduced its stake in BSJQ by -7.35% restricting it's holding to 157.39 thousand shares of worth nearly $3.65M. STIFEL FINANCIAL CORP also lessened -3.63% of the BSJQ shares from its portfolio, reducing its holding to 166.24 thousand shares of worth $3.85M. INTRUA FINANCIAL, LLC also shunned BSJQ shares holding by -13.92% last quarter which brought its holding to 173.1 thousand shares worth $4.01M.

Investors who are buying BSJQ stock?

As per its latest 13F filing, HB WEALTH MANAGEMENT, LLC increased its stake in BSJQ by 1.26% in the last quarter. The institutional holder raised its holding to 155.42 thousand shares having worth more than $3.60M. RPG FAMILY WEALTH ADVISORY, LLC also added 2.97% more shares of BSJQ to its portfolio, raising its holding to 159.86 thousand shares of worth $3.70M. also increased its BSJQ shares holding by 100% which brought its holding to 162.8 thousand shares worth $3.77M.

BSJQ's major insiders: who are they?

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

Did an insider recently sell BSJQ stock?

Company executives, directors, and other insiders own N/A percent of Invesco BulletShares 2026 High Yield Corporate Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which BSJQ insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BSJQ stock?

There have been 0 transaction(s) during the past 6-months in which Invesco BulletShares 2026 High Yield Corporate Bond ETF insiders have bought stock, totalling 0 shares

How much of BSJQ does insiders own?

Around 0 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares are held by insiders, which represents about N/A of BSJQ stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in BSJQ?

HB WEALTH MANAGEMENT, LLC is the largest institutional owner in BSJQ which holds 155.42 thousand shares worth $3.60M or 0.33% of the total BSJQ shares outstanding followed by PROSPERA FINANCIAL SERVICES INC with ownership of 157.39 thousand shares representing 0.33% of the BSJQ ownership. RPG FAMILY WEALTH ADVISORY, LLC is the third largest stakeholder with 159.86 thousand shares or 0.34% of the ownership worth more than $3.70M.

Is Invesco BulletShares 2026 High Yield Corporate Bond 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 BSJQ is concerned, it is a stock which is not optionable.

Is there a short position on BSJQ's shares?

Number of BSJQ 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 BSJQ shares are there?

As of today, null shares of BSJQ are outstanding.

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

BSJQ 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 BSJQ is null.

Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. HB WEALTH MANAGEMENT, LLC is the top corporate investor, holding 155.42K shares valued at $3.60M. A 0.33% stake in Invesco BulletShares 2026 High Yield Corporate Bond ETF is owned by the company. PROSPERA FINANCIAL SERVICES INC owns 157.39K shares valued at $3.65M, which translates its holding of 0.33% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	HB WEALTH MANAGEMENT, LLC	0.33%	155.42K	3.6M	1.93K	+1.26%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.33%	157.39K	3.65M	-12.49K	-7.35%
Mar 31, 2026	RPG FAMILY WEALTH ADVISORY, LLC	0.34%	159.86K	3.7M	4.62K	+2.97%
Mar 31, 2026		0.35%	162.8K	3.77M	162.8K	+100.00%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.35%	166.24K	3.85M	-6.27K	-3.63%
Mar 31, 2026	INTRUA FINANCIAL, LLC	0.37%	173.1K	4.01M	-28K	-13.92%
Mar 31, 2026	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.4%	190.49K	4.41M	9.69K	+5.36%
Mar 31, 2026	HOWARD WEALTH MANAGEMENT, LLC	0.41%	191.1K	4.43M	13.01K	+7.30%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.43%	200.6K	4.63M	7.96K	+4.13%
Mar 31, 2026	ODER INVESTMENT MANAGEMENT, LLC	0.43%	202.24K	4.69M	-1.59K	-0.78%
Mar 31, 2026	MILESTONE ASSET MANAGEMENT, LLC	0.44%	206.12K	4.78M	37.44K	+22.20%
Mar 31, 2026	MGO ONE SEVEN LLC	0.45%	209.68K	4.86M	10.02K	+5.02%
Mar 31, 2026	CWM, LLC	0.57%	266.52K	6.18M	-31.75K	-10.64%
Mar 31, 2026	LEGACY FINANCIAL GROUP LLC	0.57%	266.91K	6.19M	-68.13K	-20.33%
Mar 31, 2026	SFE INVESTMENT COUNSEL	0.57%	267.93K	6.21M	-32.7K	-10.88%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.6%	282K	6.54M	-20.63K	-6.82%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.62%	290.49K	6.73M	-8.7K	-2.91%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.66%	309.44K	7.17M	-806.88K	-72.28%
Mar 31, 2026	VERITY ASSET MANAGEMENT, INC.	0.71%	332.78K	7.71M	24.35K	+7.89%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.73%	341.78K	7.92M	-373.69K	-52.23%
Mar 31, 2026	LIDO ADVISORS, LLC	0.74%	350.01K	8.11M	-2.68K	-0.76%
Mar 31, 2026	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.76%	358.72K	8.31M	7.69K	+2.19%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.77%	360.47K	8.35M	16.4K	+4.77%
Mar 31, 2026	LEO WEALTH, LLC	0.79%	369.7K	8.57M	6.34K	+1.75%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.8%	375.68K	8.7M	96.62K	+34.62%
Mar 31, 2026	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.84%	394.16K	9.14M	-14.79K	-3.62%
Mar 31, 2026	IRONWOOD FINANCIAL, LLC	0.85%	399.43K	9.26M	-27.34K	-6.41%
Mar 31, 2026	CORNERSTONE PLANNING, LLC	0.9%	422.34K	9.81M	-13.96K	-3.20%
Mar 31, 2026	LARSON FINANCIAL GROUP LLC	0.95%	445.23K	10.32M	-72.36K	-13.98%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.96%	453.96K	10.52M	384.29K	+551.66%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	1.32%	623.42K	14.45M	187.7K	+43.08%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.6%	752.29K	17.44M	82.41K	+12.30%
Mar 31, 2026	MORGAN STANLEY	3.11%	1.46M	33.92M	-85.95K	-5.55%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.22%	103.45K	2.4M	10.53K	+11.33%
Mar 31, 2026	INVESCO LTD.	0.22%	105.79K	2.45M	23.16K	+28.02%
Mar 31, 2026	TFR CAPITAL, LLC.	0.23%	107.07K	2.48M	107.07K	+100.00%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.24%	115.06K	2.67M	115.06K	+100.00%
Mar 31, 2026	HORIZONS WEALTH MANAGEMENT	0.25%	119.36K	2.77M	-1.13K	-0.94%
Mar 31, 2026	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.28%	133.38K	3.09M	7.8K	+6.21%
Mar 31, 2026	ACCURATE WEALTH MANAGEMENT, LLC	0.29%	137.42K	3.19M	-95	-0.07%
Mar 31, 2026	JANE STREET GROUP, LLC	0.3%	139.2K	3.23M	139.2K	+100.00%
Mar 31, 2026	BANTA ASSET MANAGEMENT LP	0.47%	222.22K	5.15M	-71.77K	-24.41%
Mar 31, 2026	ADVISORY ALPHA, LLC	1.01%	473.69K	10.98M	44.74K	+10.43%
Mar 31, 2026	MATTHEW GOFF INVESTMENT ADVISOR, LLC	1.03%	486.1K	9.49M	486.1K	+100.00%
Mar 31, 2026	MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.	1.16%	547.86K	12.7M	8.7K	+1.61%
Mar 31, 2026	COLLECTIVE FAMILY OFFICE LLC	1.62%	759.33K	17.6M	23.8K	+3.24%
Mar 31, 2026	JAFFETILCHIN INVESTMENT PARTNERS, LLC	2.17%	1.02M	23.68M	115.14K	+12.70%
Mar 31, 2026	DELTA INVESTMENT MANAGEMENT, LLC	2.21%	1.04M	24.08M	46.66K	+4.70%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	2.24%	1.06M	24.46M	22.25K	+2.15%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	2.67%	1.26M	29.13M	58.3K	+4.86%
Mar 31, 2026	LPL FINANCIAL LLC	4.99%	2.35M	54.49M	-38.64K	-1.62%
Mar 31, 2026	UBS GROUP AG	5.11%	2.41M	55.76M	40.85K	+1.73%
Mar 31, 2026	MIRADOR CAPITAL PARTNERS LP	6.86%	3.23M	74.74M	-105.05K	-3.15%
Mar 31, 2026	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.3%	143.15K	3.32M	6.2K	+4.52%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.31%	144.03K	3.34M	56.13K	+63.86%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.32%	152.38K	3.53M	1.91K	+1.27%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	2.43%	1.2M	27.97M	-363.77K	-23.28%
Dec 31, 2025	CAMELOT PORTFOLIOS, LLC	0.22%	106.7K	2.49M	-16.93K	-13.69%
Dec 31, 2025	HORIZONS WEALTH MANAGEMENT	0.24%	120.49K	2.81M	5.2K	+4.51%
Dec 31, 2025	LPL FINANCIAL LLC	4.85%	2.39M	55.78M	216.25K	+9.95%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.1%	1.03M	24.12M	-45.04K	-4.18%
Dec 31, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.41%	203.84K	4.76M	-1.24K	-0.60%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.91%	447.51K	10.44M	-1.24K	-0.28%
Dec 31, 2025	HB WEALTH MANAGEMENT, LLC	0.31%	153.49K	3.58M	113.08K	+279.82%
Dec 31, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.31%	155.25K	3.62M	-3.3K	-2.08%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.32%	159.08K	3.71M	-8.14K	-4.87%
Dec 31, 2025	49 WEALTH MANAGEMENT, LLC	0.34%	166.21K	3.88M	7.25K	+4.56%
Dec 31, 2025	MILESTONE ASSET MANAGEMENT, LLC	0.34%	168.68K	3.94M	168.68K	+100.00%
Dec 31, 2025	COLONY GROUP, LLC	0.34%	169.49K	3.96M	169.49K	+100.00%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.34%	169.88K	3.97M	3.97K	+2.39%
Dec 31, 2025	ROVIN CAPITAL /UT/ /ADV	0.44%	215.41K	5.03M	-31.87K	-12.89%
Dec 31, 2025	OLD SECOND NATIONAL BANK OF AURORA	0.47%	231.89K	5.41M	19.33K	+9.09%
Dec 31, 2025	BANTA ASSET MANAGEMENT LP	0.6%	293.99K	6.86M	293.99K	+100.00%
Dec 31, 2025	CWM, LLC	0.61%	298.27K	6.96M	-125.39K	-29.60%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.61%	299.2K	6.98M	15.4K	+5.43%
Dec 31, 2025	SFE INVESTMENT COUNSEL	0.61%	300.63K	7.02M	-10.61K	-3.41%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.61%	302.63K	7.06M	31.14K	+11.47%
Dec 31, 2025	VERITY ASSET MANAGEMENT, INC.	0.62%	308.43K	7.2M	-9.8K	-3.08%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.36%	669.89K	15.64M	-8.52K	-1.26%
Dec 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	1.45%	715.47K	16.7M	707	+0.10%
Dec 31, 2025	COLLECTIVE FAMILY OFFICE LLC	1.49%	735.54K	17.17M	58.95K	+8.71%
Dec 31, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	1.84%	906.57K	21.16M	16.71K	+1.88%
Dec 31, 2025	DELTA INVESTMENT MANAGEMENT, LLC	2.01%	992.58K	23.17M	-26.48K	-2.60%
Dec 31, 2025	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.25%	125.58K	2.93M	25.08K	+24.95%
Dec 31, 2025	RIVER STREET ADVISORS LLC	0.27%	132.92K	3.1M	-9.46K	-6.64%
Dec 31, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.28%	136.96K	3.2M	15.4K	+12.67%
Dec 31, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.28%	137.51K	3.21M	25.11K	+22.34%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.31%	150.47K	3.51M	-3.13K	-2.04%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.35%	172.51K	4.03M	71.34K	+70.52%
Dec 31, 2025	CHATHAM CAPITAL GROUP, INC.	0.36%	177.3K	4.14M	9.25K	+5.50%
Dec 31, 2025	HOWARD WEALTH MANAGEMENT, LLC	0.36%	178.1K	4.16M	53.17K	+42.56%
Dec 31, 2025		0.56%	277.04K	6.47M	277.04K	+100.00%
Dec 31, 2025	LEGACY FINANCIAL GROUP LLC	0.68%	335.04K	7.8M	-397.2K	-54.25%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.7%	344.06K	8.03M	74.33K	+27.56%
Dec 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.71%	351.03K	8.19M	1.06K	+0.30%
Dec 31, 2025	STABLEPOINT PARTNERS, LLC	0.37%	180.26K	4.21M	16.51K	+10.08%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.37%	180.8K	4.22M	5.45K	+3.11%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.39%	192.65K	4.5M	19.76K	+11.43%
Dec 31, 2025	MGO ONE SEVEN LLC	0.4%	199.66K	4.66M	24.5K	+13.99%
Dec 31, 2025	INTRUA FINANCIAL, LLC	0.41%	201.1K	4.69M	-29.93K	-12.96%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.57%	279.06K	6.51M	57.69K	+26.06%
Dec 31, 2025	LIDO ADVISORS, LLC	0.72%	352.68K	8.23M	60.55K	+20.73%
Dec 31, 2025	LEO WEALTH, LLC	0.74%	363.36K	8.48M	363.36K	+100.00%
Dec 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.83%	408.94K	9.54M	56.63K	+16.07%
Dec 31, 2025	IRONWOOD FINANCIAL, LLC	0.86%	426.77K	9.96M	-45.41K	-9.62%
Dec 31, 2025	ADVISORY ALPHA, LLC	0.87%	428.95K	10.01M	-1.03K	-0.24%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.88%	435.71K	10.17M	25.93K	+6.33%
Dec 31, 2025	MARINER, LLC	0.94%	461.93K	10.78M	32.91K	+7.67%
Dec 31, 2025	ATRIA INVESTMENTS, INC	1.01%	497.9K	11.62M	70.97K	+16.62%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	1.05%	517.59K	12.08M	-29.82K	-5.45%
Dec 31, 2025	MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.	1.09%	539.16K	12.58M	29.24K	+5.73%
Dec 31, 2025	MORGAN STANLEY	3.14%	1.55M	36.17M	-21.04K	-1.34%
Dec 31, 2025	UBS GROUP AG	4.8%	2.37M	55.2M	-41.09K	-1.71%
Dec 31, 2025	MIRADOR CAPITAL PARTNERS LP	6.74%	3.33M	77.72M	293.17K	+9.65%
Dec 31, 2025	CORNERSTONE PLANNING, LLC	0.88%	436.3K	10.19M	436.3K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.26%	1.12M	26.05M	-232.48K	-17.24%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.34%	167.68K	3.92M	-249	-0.15%
Sep 30, 2025	MORGAN STANLEY	3.14%	1.57M	36.76M	48.43K	+3.18%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	3.12%	1.56M	36.57M	209.2K	+15.46%
Sep 30, 2025	IRONWOOD FINANCIAL, LLC	0.94%	472.18K	11.05M	6.05K	+1.30%
Sep 30, 2025	OLD SECOND NATIONAL BANK OF AURORA	0.43%	212.57K	4.98M	1.81K	+0.86%
Sep 30, 2025	RIVER STREET ADVISORS LLC	0.28%	142.38K	3.33M	-35.11K	-19.78%
Sep 30, 2025	EVEXIA WEALTH LLC	0.27%	134.94K	3.16M	7.55K	+5.93%
Sep 30, 2025	HOWARD WEALTH MANAGEMENT, LLC	0.25%	124.93K	2.92M	25.41K	+25.53%
Sep 30, 2025	GLASS JACOBSON INVESTMENT ADVISORS LLC	0.24%	121.56K	2.84M	15.33K	+14.43%
Sep 30, 2025	HORIZONS WEALTH MANAGEMENT	0.23%	115.29K	2.7M	2.47K	+2.19%
Sep 30, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.22%	112.41K	2.63M	112.41K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.2%	101.17K	2.37M	4.1K	+4.22%
Sep 30, 2025	PACIFIC WEALTH STRATEGIES GROUP, INC.	0.2%	100.5K	2.35M	-215	-0.21%
Sep 30, 2025	PARADIEM, LLC	0.19%	94.96K	2.22M	0	0
Sep 30, 2025	INVESCO LTD.	0.16%	82.16K	1.92M	-62.12K	-43.06%
Sep 30, 2025	TD WATERHOUSE CANADA INC.	0.16%	78.39K	1.84M	19.12K	+32.26%
Sep 30, 2025	AA FINANCIAL ADVISORS, LLC	0.16%	77.99K	1.83M	7.37K	+10.43%
Sep 30, 2025	S.E.E.D. PLANNING GROUP LLC	0.15%	75.93K	1.78M	3.14K	+4.31%
Sep 30, 2025	STRAIT & SOUND WEALTH MANAGEMENT LLC	0.15%	73.14K	1.71M	9.46K	+14.86%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.13%	66.79K	1.56M	9.42K	+16.41%
Sep 30, 2025	VANTAGE POINT FINANCIAL LLC	0.13%	66.55K	1.56M	-4.26K	-6.02%
Sep 30, 2025	BRINKER CAPITAL INVESTMENTS, LLC	0.13%	63.71K	1.49M	5.77K	+9.96%
Sep 30, 2025	WERBA RUBIN PAPIER WEALTH MANAGEMENT	0.12%	61.83K	1.45M	129	+0.21%
Sep 30, 2025	SEGMENT WEALTH MANAGEMENT, LLC	0.11%	56.5K	1.32M	-920	-1.60%
Sep 30, 2025	MIRADOR CAPITAL PARTNERS LP	6.07%	3.04M	71.08M	961.11K	+46.30%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.81%	407.34K	9.53M	-276.17K	-40.40%
Sep 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.7%	352.31K	8.25M	4.62K	+1.33%
Sep 30, 2025	SFE INVESTMENT COUNSEL	0.62%	311.24K	7.28M	-5.74K	-1.81%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.85%	426.93K	9.99M	54.06K	+14.50%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.16%	1.08M	25.24M	26K	+2.47%
Sep 30, 2025	MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.	1.02%	509.92K	11.91M	21.37K	+4.37%
Sep 30, 2025	TCG ADVISORY SERVICES, LLC	0.34%	171.02K	4M	524	+0.31%
Sep 30, 2025	CHATHAM CAPITAL GROUP, INC.	0.34%	168.05K	3.93M	151.05K	+888.53%
Sep 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	1.43%	714.76K	16.73M	-367.29K	-33.94%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.36%	678.41K	15.87M	131.37K	+24.01%
Sep 30, 2025	COLLECTIVE FAMILY OFFICE LLC	1.35%	676.59K	15.84M	347.11K	+105.35%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	1.09%	547.41K	12.81M	-21.35K	-3.75%
Sep 30, 2025	ADVISORY ALPHA, LLC	0.86%	429.98K	10.07M	7.65K	+1.81%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.56%	277.5K	6.49M	277.5K	+100.00%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.54%	271.48K	6.35M	25K	+10.14%
Sep 30, 2025	INTRUA FINANCIAL, LLC	0.46%	231.03K	5.41M	-5.01K	-2.12%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.44%	221.38K	5.18M	55.12K	+33.15%
Sep 30, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.41%	205.07K	4.8M	8.54K	+4.35%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.35%	175.35K	4.1M	35.66K	+25.53%
Sep 30, 2025	MGO ONE SEVEN LLC	0.35%	175.16K	4.1M	125.27K	+251.10%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.35%	172.89K	4.04M	20.83K	+13.70%
Sep 30, 2025	UBS GROUP AG	4.81%	2.41M	56.32M	74.93K	+3.21%
Sep 30, 2025	LPL FINANCIAL LLC	4.35%	2.17M	50.88M	666.19K	+44.19%
Sep 30, 2025	CWM, LLC	0.85%	423.66K	9.92M	-16.06K	-3.65%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.82%	409.78K	9.59M	81.36K	+24.77%
Sep 30, 2025	LIDO ADVISORS, LLC	0.58%	292.14K	6.84M	206.6K	+241.54%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.33%	167.22K	3.91M	-10.53K	-5.93%
Sep 30, 2025	LEGACY FINANCIAL GROUP LLC	1.46%	732.24K	17.14M	9.66K	+1.34%
Sep 30, 2025	DELTA INVESTMENT MANAGEMENT, LLC	2.04%	1.02M	23.85M	535.02K	+110.53%
Sep 30, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	1.78%	889.85K	20.83M	66.33K	+8.05%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.9%	448.75K	10.5M	25.97K	+6.14%
Sep 30, 2025	MARINER, LLC	0.86%	429.01K	10.04M	55.89K	+14.98%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.33%	165.91K	3.88M	3.96K	+2.45%
Sep 30, 2025	STABLEPOINT PARTNERS, LLC	0.33%	163.75K	3.83M	13.5K	+8.99%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.32%	162.15K	3.8M	23.19K	+16.69%
Sep 30, 2025	49 WEALTH MANAGEMENT, LLC	0.32%	158.96K	3.72M	12.13K	+8.26%
Sep 30, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.32%	158.54K	3.71M	-1.14K	-0.72%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.31%	153.6K	3.6M	1.94K	+1.28%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.7%	1.35M	31.57M	-209.49K	-13.44%
Sep 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.7%	349.98K	8.19M	6.13K	+1.78%
Sep 30, 2025	JANE STREET GROUP, LLC	0.68%	339.36K	7.94M	234.45K	+223.49%
Sep 30, 2025	VERITY ASSET MANAGEMENT, INC.	0.64%	318.23K	7.45M	-10.76K	-3.27%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.57%	283.8K	6.64M	1.5K	+0.53%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.54%	269.73K	6.31M	33.46K	+14.16%
Sep 30, 2025	ROVIN CAPITAL /UT/ /ADV	0.49%	247.28K	5.79M	27.02K	+12.27%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.71%	328.42K	7.66M	-6.69K	-2.00%
Jun 30, 2025	SFE INVESTMENT COUNSEL	0.68%	316.98K	7.4M	-8.56K	-2.63%
Jun 30, 2025	LEO WEALTH, LLC	0.54%	252.28K	5.89M	252.28K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.18%	547.04K	12.76M	198.83K	+57.10%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.51%	236.27K	5.51M	5.41K	+2.34%
Jun 30, 2025	SUMMIT INVESTMENT ADVISORS, INC.	0.61%	282.01K	6.57M	12.07K	+4.47%
Jun 30, 2025	INTRUA FINANCIAL, LLC	0.51%	236.04K	5.51M	-6.53K	-2.69%
Jun 30, 2025	RIVER STREET ADVISORS LLC	0.38%	177.49K	4.14M	-22.13K	-11.08%
Jun 30, 2025	TCG ADVISORY SERVICES, LLC	0.37%	170.49K	3.98M	-13.32K	-7.25%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.36%	167.93K	3.92M	167.93K	+100.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.36%	166.26K	3.88M	7.18K	+4.51%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.35%	161.95K	3.78M	4.12K	+2.61%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.33%	151.66K	3.54M	10.03K	+7.08%
Jun 30, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	2.32%	1.08M	25.24M	-41.32K	-3.68%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.26%	1.05M	24.55M	-6.76K	-0.64%
Jun 30, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	1.77%	823.52K	19.21M	8.96K	+1.10%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.91%	422.77K	9.86M	3.4K	+0.81%
Jun 30, 2025	ADVISORY ALPHA, LLC	0.91%	422.34K	9.85M	56.01K	+15.29%
Jun 30, 2025	MARINER, LLC	0.8%	373.12K	8.7M	373.12K	+100.00%
Jun 30, 2025	ROVIN CAPITAL /UT/ /ADV	0.47%	220.26K	5.14M	10.04K	+4.77%
Jun 30, 2025	TYLER-STONE WEALTH MANAGEMENT	0.61%	284.05K	6.63M	51.32K	+22.05%
Jun 30, 2025	OLD SECOND NATIONAL BANK OF AURORA	0.45%	210.76K	4.92M	12.34K	+6.22%
Jun 30, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.42%	196.53K	4.59M	13.36K	+7.29%
Jun 30, 2025	STABLEPOINT PARTNERS, LLC	0.32%	150.24K	3.51M	10.13K	+7.23%
Jun 30, 2025	49 WEALTH MANAGEMENT, LLC	0.32%	146.83K	3.43M	2.7K	+1.88%
Jun 30, 2025	INVESCO LTD.	0.31%	144.28K	3.37M	32.76K	+29.38%
Jun 30, 2025	UBS GROUP AG	5.01%	2.33M	54.39M	85.25K	+3.80%
Jun 30, 2025	MIRADOR CAPITAL PARTNERS LP	4.46%	2.08M	48.43M	474.72K	+29.65%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	3.35%	1.56M	36.35M	-609.82K	-28.13%
Jun 30, 2025	MORGAN STANLEY	3.27%	1.52M	35.51M	-58.36K	-3.69%
Jun 30, 2025	LPL FINANCIAL LLC	3.24%	1.51M	35.17M	287.57K	+23.57%
Jun 30, 2025	LEGACY FINANCIAL GROUP LLC	1.55%	722.58K	16.86M	-35.99K	-4.74%
Jun 30, 2025	MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.	1.05%	488.55K	11.4M	467.18K	+2,185.72%
Jun 30, 2025	DELTA INVESTMENT MANAGEMENT, LLC	1.04%	484.03K	11.29M	160.89K	+49.79%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.8%	372.87K	8.7M	372.87K	+100.00%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.61%	282.3K	6.59M	33.7K	+13.56%
Jun 30, 2025		0.61%	282.01K	6.57M	12.07K	+4.47%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.53%	246.49K	5.75M	10.98K	+4.66%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.38%	177.75K	4.15M	-16.05K	-8.28%
Jun 30, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.34%	159.69K	3.73M	8.02K	+5.29%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.33%	152.06K	3.55M	16.34K	+12.04%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.47%	683.5K	15.95M	-3.66K	-0.53%
Jun 30, 2025	SUMMIT INVESTMENT ADVISORY SERVICES, LLC	0.59%	275.37K	6.42M	275.37K	+100.00%
Jun 30, 2025	IRONWOOD FINANCIAL, LLC	1%	466.13K	10.81M	0	0
Jun 30, 2025	CWM, LLC	0.94%	439.72K	10.26M	-53.49K	-10.85%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	2.91%	1.35M	31.57M	-45.6K	-3.26%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	1.22%	568.76K	13.27M	1.8K	+0.32%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.75%	347.69K	8.11M	-10.97K	-3.06%
Jun 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.74%	343.85K	8.02M	9.16K	+2.74%
Jun 30, 2025	COLLECTIVE FAMILY OFFICE LLC	0.71%	329.48K	7.69M	84.58K	+34.54%
Jun 30, 2025	VERITY ASSET MANAGEMENT, INC.	0.71%	328.99K	7.68M	56.61K	+20.78%
Mar 31, 2025	STABLEPOINT PARTNERS, LLC	0.33%	140.11K	3.25M	21.34K	+17.96%
Mar 31, 2025		0.64%	269.94K	6.27M	-11.7K	-4.16%
Mar 31, 2025	RPG FAMILY WEALTH ADVISORY, LLC	0.36%	151.66K	3.52M	20.58K	+15.70%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.37%	157.83K	3.66M	20.87K	+15.24%
Mar 31, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.85%	358.66K	8.32M	22.85K	+6.81%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.63%	268.47K	6.23M	-188.75K	-41.28%
Mar 31, 2025	VERITY ASSET MANAGEMENT, INC.	0.64%	272.39K	6.32M	272.39K	+100.00%
Mar 31, 2025	INSIGHT WEALTH PARTNERS, LLC	1.35%	571.71K	13.26M	6.19K	+1.10%
Mar 31, 2025	STERLING FINANCIAL GROUP, INC.	2.85%	1.21M	28.02M	331.09K	+37.74%
Mar 31, 2025	LPL FINANCIAL LLC	2.88%	1.22M	28.29M	80.11K	+7.03%
Mar 31, 2025	IRONWOOD FINANCIAL, LLC	1.1%	466.13K	10.81M	1.02K	+0.22%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.99%	419.37K	9.73M	26.71K	+6.80%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.32%	135.72K	3.15M	35.26K	+35.09%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.46%	193.8K	4.49M	-3.33K	-1.69%
Mar 31, 2025	OLD SECOND NATIONAL BANK OF AURORA	0.47%	198.42K	4.6M	10.15K	+5.39%
Mar 31, 2025	RIVER STREET ADVISORS LLC	0.47%	199.62K	4.63M	-1.38K	-0.69%
Mar 31, 2025	ROVIN CAPITAL /UT/ /ADV	0.5%	210.23K	4.88M	20.23K	+10.65%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.54%	230.86K	5.35M	12.56K	+5.75%
Mar 31, 2025	INTRUA FINANCIAL, LLC	0.57%	242.57K	5.63M	6.32K	+2.68%
Mar 31, 2025	ADVISORY ALPHA, LLC	0.86%	366.33K	8.5M	67.74K	+22.69%
Mar 31, 2025	CWM, LLC	1.16%	493.22K	11.44M	-15.55K	-3.06%
Mar 31, 2025	LARSON FINANCIAL GROUP LLC	1.34%	566.97K	13.15M	233.3K	+69.92%
Mar 31, 2025	JAFFETILCHIN INVESTMENT PARTNERS, LLC	1.92%	814.57K	18.89M	814.57K	+100.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.5%	1.06M	24.56M	155.48K	+17.20%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.79%	335.11K	7.77M	-17K	-4.83%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.82%	348.21K	8.07M	83.32K	+31.46%
Mar 31, 2025	ASHTON THOMAS PRIVATE WEALTH, LLC	2.65%	1.12M	26.05M	468.72K	+71.60%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	3.3%	1.4M	32.44M	151.66K	+12.16%
Mar 31, 2025	COLLECTIVE FAMILY OFFICE LLC	0.58%	244.9K	5.68M	41.49K	+20.40%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.59%	248.6K	5.77M	61.24K	+32.69%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.31%	130.13K	3.02M	89.14K	+217.47%
Mar 31, 2025	EVEXIA WEALTH LLC	0.34%	142.93K	3.29M	4.42K	+3.19%
Mar 31, 2025	49 WEALTH MANAGEMENT, LLC	0.34%	144.13K	3.34M	5.77K	+4.17%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.38%	159.08K	3.69M	34.12K	+27.30%
Mar 31, 2025	ROYAL BANK OF CANADA	0.38%	163.12K	3.78M	6.16K	+3.93%
Mar 31, 2025	ODER INVESTMENT MANAGEMENT, LLC	0.43%	183.17K	4.26M	16.78K	+10.09%
Mar 31, 2025	TCG ADVISORY SERVICES, LLC	0.43%	183.81K	4.26M	4.36K	+2.43%
Mar 31, 2025	TYLER-STONE WEALTH MANAGEMENT	0.55%	232.74K	5.4M	110.66K	+90.64%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.56%	235.51K	5.46M	17.02K	+7.79%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.62%	687.17K	15.94M	-6.28K	-0.91%
Mar 31, 2025	LEGACY FINANCIAL GROUP LLC	1.79%	758.57K	17.59M	-14.4K	-1.86%
Mar 31, 2025	JANE STREET GROUP, LLC	0.72%	304.43K	7.06M	92.78K	+43.84%
Mar 31, 2025	DELTA INVESTMENT MANAGEMENT, LLC	0.76%	323.14K	7.49M	-6.7K	-2.03%
Mar 31, 2025	SFE INVESTMENT COUNSEL	0.77%	325.54K	7.55M	-4.28K	-1.30%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.79%	334.69K	7.76M	9.38K	+2.88%
Mar 31, 2025	MIRADOR CAPITAL PARTNERS LP	3.78%	1.6M	37.13M	108.27K	+7.25%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	5.12%	2.17M	50.28M	66.28K	+3.15%
Mar 31, 2025	UBS GROUP AG	5.3%	2.25M	52.08M	60.35K	+2.76%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.33%	141.63K	3.28M	23.65K	+20.04%
Mar 31, 2025	MORGAN STANLEY	3.73%	1.58M	36.65M	97.79K	+6.60%
Mar 31, 2024	AIFG CONSULTANTS LTD.	1.32%	287.19K	6.66M	-153	-0.05%
Mar 31, 2024	MORGAN STANLEY	4.94%	1.02M	23.65M	564.22K	+123.69%
Mar 31, 2024	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.14%	27.91K	646.85K	1.17K	+4.36%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.14%	29.57K	685.31K	6	+0.02%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.14%	29.87K	692.28K	-5.24K	-14.92%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0.16%	33.52K	776.94K	32.26K	+2,568.55%
Mar 31, 2024	MGO ONE SEVEN LLC	0.16%	33.52K	777.07K	10.64K	+46.48%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.2%	40.71K	944K	-322	-0.78%
Mar 31, 2024	BROWN ADVISORY INC	0.2%	42.16K	977.18K	0	0
Mar 31, 2024	IRON FINANCIAL LLC	0.21%	42.44K	983.77K	586	+1.40%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.21%	43.07K	998K	-1.21K	-2.74%
Mar 31, 2024	MONECO ADVISORS, LLC	0.21%	44.38K	1.03M	-9.46K	-17.57%
Mar 31, 2024	ORION PORTFOLIO SOLUTIONS, LLC	0.22%	45.51K	1.05M	4.77K	+11.72%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.21%	45.55K	1.06M	6.66K	+17.12%
Mar 31, 2024	FCA CORP /TX	0.21%	46.15K	1.07M	4.88K	+11.84%
Mar 31, 2024	SOUND STEWARDSHIP, LLC	0.22%	47.84K	1.11M	-39.96K	-45.51%
Mar 31, 2024	BALLEW ADVISORS, INC	0.22%	48.77K	1.12M	11.47K	+30.77%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.24%	51.94K	1.2M	1.09K	+2.15%
Mar 31, 2024	SEGMENT WEALTH MANAGEMENT, LLC	0.25%	53.56K	1.24M	13.19K	+32.68%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.26%	57.31K	1.33M	9.75K	+20.50%
Mar 31, 2024	ABSOLUTE CAPITAL MANAGEMENT, LLC	0.27%	57.7K	1.34M	10.93K	+23.36%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.27%	59.59K	1.38M	-12.25K	-17.05%
Mar 31, 2024	ALTRIUS CAPITAL MANAGEMENT INC	0.33%	72.42K	1.68M	49.61K	+217.41%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.33%	72.66K	1.68M	56.09K	+338.58%
Mar 31, 2024	REBALANCE, LLC	0.35%	75.79K	1.76M	21.42K	+39.41%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.36%	74.6K	1.73M	10.77K	+16.86%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.38%	81.6K	1.89M	2.21K	+2.78%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.38%	78.76K	1.83M	4.03K	+5.39%
Mar 31, 2024	CAMELOT PORTFOLIOS, LLC	0.38%	83.13K	1.93M	-35.54K	-29.95%
Mar 31, 2024	S.E.E.D. PLANNING GROUP LLC	0.39%	85.72K	1.99M	503	+0.59%
Mar 31, 2024	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.41%	88.83K	2.06M	-1.19K	-1.32%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.48%	104.13K	2.41M	4.76K	+4.79%
Mar 31, 2024	PARADIEM, LLC	0.49%	106.69K	2.47M	106.69K	+100.00%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.51%	112.05K	2.6M	112.05K	+100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.53%	109.21K	2.54M	9.07K	+9.06%
Mar 31, 2024	ODER INVESTMENT MANAGEMENT, LLC	0.55%	120.18K	2.79M	7.2K	+6.38%
Mar 31, 2024	RPG FAMILY WEALTH ADVISORY, LLC	0.56%	122.65K	2.84M	6.11K	+5.25%
Mar 31, 2024	ROYAL BANK OF CANADA	0.58%	119.11K	2.76M	20.03K	+20.22%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.7%	151.73K	3.52M	-1.83K	-1.19%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.72%	157.15K	3.64M	35.87K	+29.58%
Mar 31, 2024	ROVIN CAPITAL /UT/ /ADV	0.72%	157.43K	3.65M	30.88K	+24.40%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.92%	189.25K	4.39M	9.59K	+5.34%
Mar 31, 2024	TCG ADVISORY SERVICES, LLC	0.95%	206.98K	4.8M	27.72K	+15.46%
Mar 31, 2024	ADVISORY ALPHA, LLC	1%	218.01K	5.05M	26.06K	+13.58%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	1.13%	245.62K	5.69M	9.53K	+4.04%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	1.19%	258.69K	6M	64.57K	+33.26%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.37%	282.75K	6.55M	75.83K	+36.65%
Mar 31, 2024	SFE INVESTMENT COUNSEL	1.43%	310.39K	7.19M	9.92K	+3.30%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	1.49%	323.46K	7.5M	323.46K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.57%	324.51K	7.52M	281.88K	+661.34%
Mar 31, 2024	CWM, LLC	1.7%	370.08K	8.58M	22.03K	+6.33%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	1.72%	374.16K	8.67M	359.8K	+2,505.22%
Mar 31, 2024	IRONWOOD FINANCIAL, LLC	1.8%	391.13K	9.07M	-50.98K	-11.53%
Mar 31, 2024	JANE STREET GROUP, LLC	2%	412.52K	9.56M	29.32K	+7.65%
Mar 31, 2024	CETERA ADVISORS LLC	2.18%	475.04K	11.01M	99.9K	+26.63%
Mar 31, 2024	INSIGHT WEALTH PARTNERS, LLC	2.65%	577.59K	13.39M	-2.17K	-0.37%
Mar 31, 2024	LEGACY FINANCIAL GROUP LLC	2.91%	632.73K	14.67M	614.53K	+3,375.97%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	3.04%	628.66K	14.57M	72.82K	+13.10%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	4.01%	873.28K	20.24M	873.28K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	4.18%	863.79K	20.02M	182.72K	+26.83%
Mar 31, 2024	UBS GROUP AG	5.36%	1.11M	25.69M	166.78K	+17.72%
Dec 31, 2023	ODER INVESTMENT MANAGEMENT, LLC	0.61%	112.98K	2.61M	77.26K	+216.33%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.54%	100.14K	2.32M	-1.17K	-1.15%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.54%	99.38K	2.3M	11.3K	+12.83%
Dec 31, 2023	ROYAL BANK OF CANADA	0.54%	99.07K	2.29M	-1.82K	-1.81%
Dec 31, 2023	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.49%	90.01K	2.08M	-6.96K	-7.17%
Dec 31, 2023	S.E.E.D. PLANNING GROUP LLC	0.46%	85.22K	1.97M	-52.19K	-37.98%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.43%	79.39K	1.84M	10.22K	+14.77%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.4%	74.73K	1.73M	8.84K	+13.42%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.39%	71.84K	1.66M	48.91K	+213.22%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.35%	63.83K	1.48M	36.16K	+130.67%
Dec 31, 2023	REBALANCE, LLC	0.29%	54.37K	1.26M	54.37K	+100.00%
Dec 31, 2023	MONECO ADVISORS, LLC	0.29%	53.84K	1.25M	1.62K	+3.10%
Dec 31, 2023	MORGAN STANLEY	2.47%	456.15K	10.55M	150.65K	+49.31%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	3.01%	555.84K	12.86M	65.68K	+13.40%
Dec 31, 2023	INSIGHT WEALTH PARTNERS, LLC	3.14%	579.76K	13.41M	-12.81K	-2.16%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.28%	50.84K	1.18M	922	+1.85%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.26%	47.56K	1.1M	9.37K	+24.54%
Dec 31, 2023	ABSOLUTE CAPITAL MANAGEMENT, LLC	0.25%	46.78K	1.08M	46.78K	+100.00%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.24%	44.28K	1.02M	12.14K	+37.75%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.23%	42.62K	985.87K	14.61K	+52.13%
Dec 31, 2023	BROWN ADVISORY INC	0.23%	42.16K	975.07K	12.26K	+41.01%
Dec 31, 2023	IRONWOOD FINANCIAL, LLC	2.39%	442.11K	10.23M	-27.55K	-5.87%
Dec 31, 2023	IRON FINANCIAL LLC	0.23%	41.85K	968.07K	-3.09K	-6.88%
Dec 31, 2023	FCA CORP /TX	0.22%	41.27K	954.48K	1.29K	+3.23%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.22%	41.03K	949K	-1.77K	-4.14%
Dec 31, 2023	ORION PORTFOLIO SOLUTIONS, LLC	0.22%	40.74K	942.27K	-89.5K	-68.72%
Dec 31, 2023	SEGMENT WEALTH MANAGEMENT, LLC	0.22%	40.37K	933.69K	5.65K	+16.27%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.21%	38.89K	899.55K	19.77K	+103.43%
Dec 31, 2023	LPL FINANCIAL LLC	3.69%	681.07K	15.75M	246.2K	+56.61%
Dec 31, 2023	UBS GROUP AG	5.1%	941.38K	21.77M	658.05K	+232.26%
Dec 31, 2023	BALLEW ADVISORS, INC	0.2%	37.3K	863.74K	5.06K	+15.68%
Dec 31, 2023	JANE STREET GROUP, LLC	2.07%	383.2K	8.86M	167.35K	+77.53%
Dec 31, 2023	CETERA ADVISORS LLC	2.03%	375.14K	8.68M	39.94K	+11.91%
Dec 31, 2023	CWM, LLC	1.88%	348.05K	8.05M	72.22K	+26.18%
Dec 31, 2023	SFE INVESTMENT COUNSEL	1.63%	300.47K	6.95M	-1.72K	-0.57%
Dec 31, 2023		0.48%	87.8K	2.03M	-5.74K	-6.13%
Dec 31, 2023	GPM GROWTH INVESTORS, INC.	1.39%	256.63K	5.94M	1.59K	+0.62%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	1.28%	236.09K	5.46M	-37.6K	-13.74%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.12%	206.93K	4.79M	-3.94K	-1.87%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	1.05%	194.13K	4.49M	-41.05K	-17.46%
Dec 31, 2023	ADVISORY ALPHA, LLC	1.04%	191.95K	4.44M	8.57K	+4.67%
Dec 31, 2023	BANTA ASSET MANAGEMENT LP	1.02%	188.44K	4.36M	-300	-0.16%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.97%	179.67K	4.16M	1.76K	+0.99%
Dec 31, 2023	TCG ADVISORY SERVICES, LLC	0.97%	179.26K	4.15M	134.79K	+303.13%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.83%	153.55K	3.55M	5.48K	+3.70%
Dec 31, 2023	ROVIN CAPITAL /UT/ /ADV	0.69%	126.56K	2.93M	126.56K	+100.00%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.66%	121.27K	2.81M	115.84K	+2,132.57%
Dec 31, 2023	PROSPERA FINANCIAL SERVICES INC	0.64%	118.86K	2.75M	137	+0.12%
Dec 31, 2023	CAMELOT PORTFOLIOS, LLC	0.64%	118.67K	2.74M	29.42K	+32.96%
Dec 31, 2023	RPG FAMILY WEALTH ADVISORY, LLC	0.63%	116.53K	2.7M	-8.73K	-6.97%

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