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

Who are the major shareholders selling VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock?

AXIS WEALTH PARTNERS, LLC, in the last quarter, reduced its stake in CDC by -3.71% restricting it's holding to 11.3 thousand shares of worth nearly $744.68K. SALUS FINANCIAL ADVISORS, LLC also lessened -4.18% of the CDC shares from its portfolio, reducing its holding to 17.28 thousand shares of worth $1.14M. CAPROCK GROUP, LLC also shunned CDC shares holding by -53.86% last quarter which brought its holding to 20.04 thousand shares worth $1.32M.

Investors who are buying CDC stock?

As per its latest 13F filing, SUSQUEHANNA INTERNATIONAL GROUP, LLP increased its stake in CDC by 26.46% in the last quarter. The institutional holder raised its holding to 16.44 thousand shares having worth more than $1.08M. KESTRA ADVISORY SERVICES, LLC also added 18.91% more shares of CDC to its portfolio, raising its holding to 19.35 thousand shares of worth $1.28M. PFG ADVISORS also increased its CDC shares holding by 2.16% which brought its holding to 29 thousand shares worth $1.91M.

CDC's major insiders: who are they?

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

Did an insider recently sell CDC stock?

Company executives, directors, and other insiders own N/A percent of VictoryShares US EQ Income Enhanced Volatility Wtd ETF's stock. Within the last six months, there have been 0 transaction(s) in which CDC insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased CDC stock?

There have been 0 transaction(s) during the past 6-months in which VictoryShares US EQ Income Enhanced Volatility Wtd ETF insiders have bought stock, totalling 0 shares

How much of CDC does insiders own?

Around 0 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares are held by insiders, which represents about N/A of CDC stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in CDC?

AXIS WEALTH PARTNERS, LLC is the largest institutional owner in CDC which holds 11.3 thousand shares worth $744.68K or 0.11% of the total CDC shares outstanding followed by SUSQUEHANNA INTERNATIONAL GROUP, LLP with ownership of 16.44 thousand shares representing 0.17% of the CDC ownership. SALUS FINANCIAL ADVISORS, LLC is the third largest stakeholder with 17.28 thousand shares or 0.17% of the ownership worth more than $1.14M.

Is VictoryShares US EQ Income Enhanced Volatility Wtd 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 CDC is concerned, it is a stock which is optionable.

Is there a short position on CDC's shares?

Number of CDC 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 CDC shares are there?

As of today, null shares of CDC are outstanding.

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

CDC 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 CDC is null.

VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) 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. AXIS WEALTH PARTNERS, LLC is the top corporate investor, holding 11.3K shares valued at $744.68K. A 0.11% stake in VictoryShares US EQ Income Enhanced Volatility Wtd ETF is owned by the company. SUSQUEHANNA INTERNATIONAL GROUP, LLP owns 16.44K shares valued at $1.08M, which translates its holding of 0.17% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	AXIS WEALTH PARTNERS, LLC	0.11%	11.3K	744.68K	-436	-3.71%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	16.44K	1.08M	3.44K	+26.46%
Dec 31, 2025	SALUS FINANCIAL ADVISORS, LLC	0.17%	17.28K	1.14M	-754	-4.18%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.2%	19.35K	1.28M	3.08K	+18.91%
Dec 31, 2025	CAPROCK GROUP, LLC	0.2%	20.04K	1.32M	-23.4K	-53.86%
Dec 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.26%	25.95K	1.71M	-24.34K	-48.39%
Dec 31, 2025	PFG ADVISORS	0.29%	29K	1.91M	614	+2.16%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.3%	29.64K	1.95M	-1.27K	-4.12%
Dec 31, 2025	KEYSTONE FINANCIAL GROUP	0.31%	31.75K	2.09M	-1.3K	-3.93%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.32%	32.28K	2.13M	-3.23K	-9.09%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.39%	38.84K	2.56M	-121.5K	-75.78%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.4%	39.06K	2.57M	792	+2.07%
Dec 31, 2025	CITADEL ADVISORS LLC	0.5%	49.71K	3.28M	3.53K	+7.65%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.55%	54.27K	3.58M	-20.52K	-27.44%
Dec 31, 2025	STRATEGIC BLUEPRINT, LLC	0.61%	59.81K	3.94M	2.44K	+4.26%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.64%	63.06K	4.16M	-2.64K	-4.02%
Dec 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.04%	4.04K	266.25K	-150	-3.58%
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0.04%	4.22K	277.86K	182	+4.51%
Dec 31, 2025	RPS ADVISORY SOLUTIONS LLC	0.04%	4.32K	284.67K	-49	-1.12%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.04%	4.3K	283.53K	0	0
Dec 31, 2025	ADVISORY ALPHA, LLC	0.04%	4.52K	298.12K	173	+3.98%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	5.22K	343.72K	4	+0.08%
Dec 31, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.05%	5.22K	343.95K	0	0
Dec 31, 2025	MARINER, LLC	0.06%	6.19K	407.78K	47	+0.77%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.83%	82.39K	5.43M	-4.48K	-5.15%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.99%	98.36K	6.48M	7.78K	+8.59%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.02%	101.19K	6.67M	43.75K	+76.16%
Dec 31, 2025	UBS GROUP AG	1.06%	104.92K	6.91M	957	+0.92%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.09%	107.46K	7.08M	-2.48K	-2.26%
Dec 31, 2025	GARRETT WEALTH ADVISORY GROUP, LLC	1.16%	114.34K	7.53M	-4.2K	-3.54%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.66%	164.65K	10.85M	-11.73K	-6.65%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.77%	174.88K	11.52M	-1.62K	-0.92%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.26%	223.61K	14.73M	-2.49K	-1.10%
Dec 31, 2025	ROYAL BANK OF CANADA	2.73%	270.16K	17.8M	-20.56K	-7.07%
Dec 31, 2025	ATLANTIC FAMILY WEALTH, LLC	3.87%	385.49K	25.4M	1.8K	+0.47%
Dec 31, 2025	CHOREO, LLC	0.05%	5.27K	349.67K	-236	-4.29%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.05%	5.41K	356.54K	7	+0.13%
Dec 31, 2025	CWM, LLC	3.08%	305.07K	20.1M	-22.15K	-6.77%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.4%	444.51K	29.29M	-27.09K	-5.74%
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	4.91%	484.81K	32.18M	-13.77K	-2.76%
Dec 31, 2025	LPL FINANCIAL LLC	5.33%	538.84K	35.5M	-37.04K	-6.43%
Dec 31, 2025	MORGAN STANLEY	11.54%	1.14M	75.25M	-99.89K	-8.04%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.17%	16.73K	1.1M	-594	-3.43%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.26%	25.89K	1.71M	1.34K	+5.44%
Dec 31, 2025	MATHER GROUP, LLC.	0.38%	37.21K	2.45M	-308	-0.82%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.16%	115.85K	7.63M	-479	-0.41%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.7%	167.47K	11.03M	147.5K	+738.88%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	5.84%	578.06K	38.09M	-9.08K	-1.55%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	6.74%	671.67K	44.26M	-56.08K	-7.71%
Dec 31, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.05%	5.3K	349.08K	-492	-8.50%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.06%	5.79K	381.7K	-119	-2.01%
Dec 31, 2025	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	0.14%	14.4K	948.62K	14.4K	+100.00%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.14%	14.19K	935.24K	323	+2.33%
Dec 31, 2025	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0.07%	7.45K	490.93K	84	+1.14%
Dec 31, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.07%	7.38K	486.33K	-402	-5.17%
Dec 31, 2025	CREATIVE PLANNING	0.09%	9.3K	612.98K	-620	-6.25%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.08%	7.43K	489.5K	-823	-9.97%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.08%	7.75K	510.82K	-390	-4.79%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.13%	12.82K	844.92K	12.82K	+100.00%
Dec 31, 2025	KPP ADVISORY SERVICES LLC	0.13%	13.32K	877.52K	-5.52K	-29.28%
Dec 31, 2025	STONEX GROUP INC.	0.14%	13.46K	886.74K	1.02K	+8.19%
Dec 31, 2025	SMITH THORNTON ADVISORS LLC	0.09%	8.48K	558.68K	0	0
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.09%	8.74K	575.68K	94	+1.09%
Dec 31, 2025	JANE STREET GROUP, LLC	0.1%	10.2K	672.21K	10.2K	+100.00%
Dec 31, 2025	GTS SECURITIES LLC	0.11%	10.55K	695.14K	2.78K	+35.76%
Sep 30, 2025	KPP ADVISORY SERVICES LLC	0.17%	18.83K	1.26M	-6.37K	-25.29%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	19.96K	1.33M	-2.02K	-9.17%
Sep 30, 2025	PFG ADVISORS	0.25%	28.39K	1.89M	702	+2.54%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.78%	86.87K	5.8M	-6.62K	-7.08%
Sep 30, 2025	UBS GROUP AG	0.93%	103.96K	6.94M	-2.13K	-2.00%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.98%	109.95K	7.34M	-3.45K	-3.04%
Sep 30, 2025	GARRETT WEALTH ADVISORY GROUP, LLC	1.06%	118.55K	7.91M	-2.7K	-2.23%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.08%	8.64K	576.8K	71	+0.83%
Sep 30, 2025	AXIS WEALTH PARTNERS, LLC	0.1%	11.74K	783.38K	-1.33K	-10.14%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.58%	176.38K	11.77M	-4.92K	-2.72%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.51%	57.44K	3.83M	-3.53K	-5.79%
Sep 30, 2025	CREATIVE PLANNING	0.09%	9.92K	662.26K	9.92K	+100.00%
Sep 30, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.05%	5.79K	386.39K	-805	-12.21%
Sep 30, 2025	CHOREO, LLC	0.05%	5.5K	367.34K	13	+0.24%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.05%	5.4K	360.67K	0	0
Sep 30, 2025	TRUIST FINANCIAL CORP	0.34%	38.27K	2.55M	223	+0.59%
Sep 30, 2025	CAPROCK GROUP, LLC	0.39%	43.44K	2.88M	43.44K	+100.00%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.41%	45.59K	2.82M	-1.45K	-3.08%
Sep 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.45%	50.29K	3.36M	-1.26K	-2.44%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.04%	116.33K	7.77M	-27.05K	-18.87%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.32%	35.51K	2.37M	-37.15K	-51.13%
Sep 30, 2025	MATHER GROUP, LLC.	0.34%	37.52K	2.5M	-285	-0.75%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.51%	57.37K	3.83M	2.77K	+5.07%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.59%	65.7K	4.39M	15.04K	+29.69%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.67%	74.79K	4.97M	-983	-1.30%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.58%	176.5K	11.78M	6K	+3.52%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.02%	226.1K	15.09M	-12.62K	-5.29%
Sep 30, 2025	CWM, LLC	2.92%	327.22K	21.84M	8.71K	+2.73%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.05%	5.91K	394.57K	-877	-12.92%
Sep 30, 2025	UNIQUE WEALTH, LLC	0.05%	6.05K	403.52K	-1.53K	-20.16%
Sep 30, 2025	MARINER, LLC	0.05%	6.14K	409.93K	34	+0.56%
Sep 30, 2025	COMPREHENSIVE FINANCIAL PLANNING, INC./PA	0.07%	7.37K	491.58K	62	+0.85%
Sep 30, 2025	GTS SECURITIES LLC	0.07%	7.77K	518.64K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.43%	160.34K	10.7M	-6.73K	-4.03%
Sep 30, 2025	ROYAL BANK OF CANADA	2.6%	290.72K	19.4M	-19.55K	-6.30%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.22%	471.6K	31.47M	-36.06K	-7.10%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	6.51%	727.75K	48.57M	-30.94K	-4.08%
Sep 30, 2025	MORGAN STANLEY	11.1%	1.24M	82.89M	-17.07K	-1.36%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.07%	8.14K	543.47K	-1.62K	-16.55%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.07%	8.25K	550.72K	-872	-9.56%
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.11%	11.77K	785.24K	-153	-1.28%
Sep 30, 2025	STONEX GROUP INC.	0.11%	12.44K	830.17K	-131	-1.04%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	13K	867.49K	-14.7K	-53.06%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.22%	24.55K	1.64M	13.51K	+122.40%
Sep 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.07%	7.78K	519.42K	-118	-1.49%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.15%	17.32K	1.16M	-3.38K	-16.32%
Sep 30, 2025	CITADEL ADVISORS LLC	0.41%	46.17K	3.08M	4.55K	+10.94%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.81%	90.58K	6.04M	48.69K	+116.23%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	5.25%	587.14K	39.19M	9.28K	+1.61%
Sep 30, 2025	SMITH THORNTON ADVISORS LLC	0.08%	8.48K	565.89K	-1	-0.01%
Sep 30, 2025	HRT FINANCIAL LP	0.09%	10.22K	682K	4.77K	+87.35%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.28%	30.91K	2.06M	-1.41K	-4.37%
Sep 30, 2025	KEYSTONE FINANCIAL GROUP	0.3%	33.05K	2.21M	-856	-2.52%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.12%	13.87K	925.68K	2.51K	+22.05%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.15%	16.27K	1.09M	-2.05K	-11.17%
Sep 30, 2025	FMR LLC	0%	308	20.55K	-126	-29.03%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	413	27.56K	0	0
Sep 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0.01%	901	60.13K	0	0
Sep 30, 2025	PRIVATE TRUST CO NA	0.02%	2.2K	146.83K	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.02%	2.55K	170.05K	-134	-5.00%
Sep 30, 2025	INTEGRITY FINANCIAL CORP /WA	0.02%	2.65K	176.66K	-909	-25.56%
Sep 30, 2025	BLACKROCK, INC.	0.02%	2.66K	177.66K	2.66K	+100.00%
Sep 30, 2025	ONE8ZERO8, LLC	0.03%	3.3K	220.24K	0	0
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.03%	3.33K	221.98K	-230	-6.47%
Sep 30, 2025	CALTON & ASSOCIATES, INC.	0.03%	3.43K	228.69K	-2.73K	-44.38%
Sep 30, 2025	BAKER AVENUE ASSET MANAGEMENT, LP	0.03%	3.5K	233.59K	3.5K	+100.00%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.04%	4.04K	269.3K	4.04K	+100.00%
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.04%	4.19K	279.7K	-20	-0.47%
Sep 30, 2025	ADVISORY ALPHA, LLC	0.04%	4.35K	289.14K	-247	-5.37%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	5.21K	347.89K	-214	-3.94%
Sep 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.05%	5.22K	348.38K	-254	-4.64%
Sep 30, 2025	ATLANTIC FAMILY WEALTH, LLC	3.43%	383.69K	25.61M	9.08K	+2.42%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	4.46%	498.58K	33.28M	-684	-0.14%
Sep 30, 2025	LPL FINANCIAL LLC	5.15%	575.89K	38.43M	-23.63K	-3.94%
Sep 30, 2025	SALUS FINANCIAL ADVISORS, LLC	0.16%	18.04K	1.2M	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.46%	50.66K	3.23M	1.76K	+3.59%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.15%	238.72K	15.21M	-1.27K	-0.53%
Jun 30, 2025	LPL FINANCIAL LLC	5.4%	599.52K	38.2M	-17.88K	-2.90%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	5.21%	577.86K	36.82M	5.87K	+1.03%
Jun 30, 2025	UBS GROUP AG	0.96%	106.08K	6.76M	-34.23K	-24.40%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.55%	60.97K	3.88B	8.79K	+16.84%
Jun 30, 2025	CITADEL ADVISORS LLC	0.38%	41.62K	2.65B	38.04K	+1,062.25%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.29%	32.32K	2.06M	1.19K	+3.81%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	27.69K	1.76M	13.18K	+90.82%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.2%	21.98K	1.4M	-1.63K	-6.88%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.19%	20.7K	1.32M	-5.94K	-22.30%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.17%	18.32K	1.17M	2.4K	+15.07%
Jun 30, 2025	MORGAN STANLEY	11.35%	1.26M	80.21B	-32.92K	-2.55%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.42%	47.03K	3.02M	-68	-0.14%
Jun 30, 2025	UNIQUE WEALTH, LLC	0.07%	7.57K	482.48K	-3.74K	-33.03%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.07%	7.44K	474.13K	7.44K	+100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.06%	6.79K	432.53K	-142	-2.05%
Jun 30, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.06%	6.6K	420.18K	-2.42K	-26.86%
Jun 30, 2025	CALTON & ASSOCIATES, INC.	0.06%	6.16K	392.52K	-476	-7.17%
Jun 30, 2025	MARINER, LLC	0.06%	6.11K	389.16K	36	+0.59%
Jun 30, 2025	CHOREO, LLC	0.05%	5.49K	349.83K	0	0
Jun 30, 2025	FIRST HEARTLAND CONSULTANTS, INC.	0.05%	5.47K	348.75K	0	0
Jun 30, 2025	HRT FINANCIAL LP	0.05%	5.46K	347K	2.38K	+77.11%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.05%	5.4K	344.29M	5.4K	+100.00%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.04%	4.63K	295.23K	4.63K	+100.00%
Jun 30, 2025	ADVISORY ALPHA, LLC	0.04%	4.6K	292.98K	-3	-0.07%
Jun 30, 2025	RPS ADVISORY SOLUTIONS LLC	0.04%	4.37K	278.59K	-928	-17.51%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.29%	143.38K	9.14M	-20.46K	-12.49%
Jun 30, 2025	GARRETT WEALTH ADVISORY GROUP, LLC	1.09%	121.24K	7.72M	-710	-0.58%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.02%	113.39K	7.22M	-3.14K	-2.69%
Jun 30, 2025	PFG ADVISORS	0.25%	27.68K	1.76M	1.93K	+7.47%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.63%	181.3K	11.55M	-825	-0.45%
Jun 30, 2025	SALUS FINANCIAL ADVISORS, LLC	0.16%	18.04K	1.15M	-113	-0.62%
Jun 30, 2025	AXIS WEALTH PARTNERS, LLC	0.12%	13.06K	832.25K	-131	-0.99%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.84%	93.49K	5.96M	-1.64K	-1.72%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.66%	72.66K	4.63M	3.05K	+4.39%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.68%	75.77K	4.83M	12.62K	+19.99%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.38%	41.89K	2.67M	-2.19K	-4.96%
Jun 30, 2025	MATHER GROUP, LLC.	0.34%	37.81K	2.41M	-321	-0.84%
Jun 30, 2025	KPP ADVISORY SERVICES LLC	0.23%	25.21K	1.61M	-471	-1.83%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.22%	24.65K	1.57M	-5.91K	-19.33%
Jun 30, 2025	STRATEGIC PLANNING GROUP, LLC	0.2%	22.37K	1.43M	1.93K	+9.43%
Jun 30, 2025		0.12%	13.06K	832.25K	-131	-0.99%
Jun 30, 2025	STONEX GROUP INC.	0.11%	12.57K	800.83K	-71	-0.56%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.11%	11.92K	759.36K	-116	-0.96%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.1%	11.36K	724.05K	-595	-4.98%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.1%	11.04K	703.39K	11.04K	+100.00%
Jun 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.09%	9.76K	621.66K	-2.23K	-18.59%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.08%	9.12K	581.29K	35	+0.39%
Jun 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.07%	7.9K	503.39K	34	+0.43%
Jun 30, 2025	GTS SECURITIES LLC	0.07%	7.77K	495.09K	7.77K	+100.00%
Jun 30, 2025	CWM, LLC	2.87%	318.51K	20.29M	20.08K	+6.73%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.49%	54.6K	3.48M	531	+0.98%
Jun 30, 2025	MONEY CONCEPTS CAPITAL CORP	0.46%	51.55K	3.28M	-3.91K	-7.05%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.34%	38.05K	2.42M	-476	-1.24%
Jun 30, 2025	KEYSTONE FINANCIAL GROUP	0.31%	33.91K	2.16M	-1.4K	-3.97%
Jun 30, 2025	JANE STREET GROUP, LLC	0.09%	9.46K	602.44K	5.39K	+132.56%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.08%	8.57K	546.05K	73	+0.86%
Jun 30, 2025	SMITH THORNTON ADVISORS LLC	0.08%	8.48K	540.26K	-100	-1.17%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.08%	8.36K	532.87K	-4	-0.05%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	6.84%	758.69K	48.34M	-75.84K	-9.09%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.58%	507.66K	32.34M	-9.71K	-1.88%
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	4.5%	499.27K	31.81M	-13.51K	-2.64%
Jun 30, 2025	ATLANTIC FAMILY WEALTH, LLC	3.38%	374.61K	23.87M	4.04K	+1.09%
Jun 30, 2025	ROYAL BANK OF CANADA	2.8%	310.27K	19.77M	6.22K	+2.05%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.54%	170.5K	10.86M	-40.53K	-19.20%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.51%	167.07K	10.64M	-5.8K	-3.36%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.55%	63.15K	4.15M	-148	-0.23%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.61%	69.61K	4.57M	-4.74K	-6.37%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.83%	95.12K	6.25M	-8.24K	-7.97%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.43%	163.85K	10.77M	2.98K	+1.85%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.1%	11.96K	785.97K	-1.72K	-12.59%
Mar 31, 2025	ATLANTIC FAMILY WEALTH, LLC	3.24%	370.57K	24.32M	330.76K	+830.94%
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	4.49%	512.78K	33.29M	859	+0.17%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	5%	571.99K	37.59M	-871	-0.15%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.14%	15.92K	1.05M	-2.33K	-12.76%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	7.3%	834.53K	54.85M	-31.37K	-3.62%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.08%	9.09K	597.33K	527	+6.16%
Mar 31, 2025	VANTAGE FINANCIAL PARTNERS, LLC	0.08%	9.02K	592.62K	-2.35K	-20.67%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.43%	48.91K	3.21M	433	+0.89%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.85%	211.03K	13.87M	-7.34K	-3.36%
Mar 31, 2025	GARRETT WEALTH ADVISORY GROUP, LLC	1.07%	121.95K	8.01M	-1.26K	-1.02%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.53%	517.37K	34M	-97.15K	-15.81%
Mar 31, 2025	STRATEGIC PLANNING GROUP, LLC	0.18%	20.44K	1.34M	2.83K	+16.05%
Mar 31, 2025	PFG ADVISORS	0.23%	25.76K	1.69M	1.61K	+6.64%
Mar 31, 2025	KEYSTONE FINANCIAL GROUP	0.31%	35.31K	2.32M	-1.22K	-3.34%
Mar 31, 2025	UBS GROUP AG	1.23%	140.32K	9.22M	24.77K	+21.44%
Mar 31, 2025	LPL FINANCIAL LLC	5.4%	617.4K	40.58M	-61.45K	-9.05%
Mar 31, 2025	UNIQUE WEALTH, LLC	0.1%	11.31K	743.17K	-8.56K	-43.09%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.1%	239.98K	15.77M	-3.08K	-1.27%
Mar 31, 2025	CWM, LLC	2.61%	298.43K	19.61M	2.19K	+0.74%
Mar 31, 2025	ROYAL BANK OF CANADA	2.66%	304.05K	19.98M	-6.07K	-1.96%
Mar 31, 2025		0.12%	13.19K	867.14K	-366	-2.70%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.59%	182.13K	11.97M	-2.76K	-1.49%
Mar 31, 2025	MATHER GROUP, LLC.	0.33%	38.13K	2.51M	-1.64K	-4.12%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.34%	38.53K	2.53M	2	+0.01%
Mar 31, 2025	STRATEGIC BLUEPRINT, LLC	0.47%	54.07K	3.55M	54.07K	+100.00%
Mar 31, 2025	KPP ADVISORY SERVICES LLC	0.22%	25.68K	1.69M	25.68K	+100.00%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	23.6K	1.55M	-188	-0.79%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.1%	11.99K	787.69K	-367	-2.97%
Mar 31, 2025	MONEY CONCEPTS CAPITAL CORP	0.49%	55.46K	3.64M	-204	-0.37%
Mar 31, 2025	BETA WEALTH GROUP, INC.	0.55%	63.06K	4.14M	63.06K	+100.00%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.41%	47.1K	3.06M	1.55K	+3.41%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.39%	44.08K	2.9M	-3.16K	-6.69%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.27%	31.14K	2.05M	1.96K	+6.71%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.27%	30.55K	2.01M	-18.11K	-37.21%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.46%	52.18K	3.43M	11.28K	+27.56%
Mar 31, 2025	CAPROCK GROUP, LLC	0.38%	43.16K	2.84M	142	+0.33%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.23%	26.64K	1.75M	16.99K	+175.98%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	14.51K	953.79K	-14.13K	-49.32%
Mar 31, 2025	STONEX GROUP INC.	0.11%	12.64K	830.79K	-1.87K	-12.87%
Mar 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.11%	12.04K	790.94K	606	+5.30%
Mar 31, 2025	SMITH THORNTON ADVISORS LLC	0.08%	8.58K	563.88K	-31.14K	-78.40%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.51%	172.87K	11.36M	-1.2K	-0.69%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.02%	116.53K	7.66M	-6.16K	-5.02%
Mar 31, 2025	MORGAN STANLEY	11.3%	1.29M	84.9M	36.83K	+2.93%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.16%	23.71K	1.41M	-356	-1.48%
Mar 31, 2024	PFG ADVISORS	0.18%	25.98K	1.55M	51	+0.20%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.18%	35.45K	2.11M	3.01K	+9.29%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.34%	49.05K	2.92M	-20.56K	-29.53%
Mar 31, 2024	UNIQUE WEALTH, LLC	0.35%	50.86K	3.02M	-30.57K	-37.54%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.38%	55.58K	3.31M	-5.09K	-8.40%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.39%	55.74K	3.32M	52.21K	+1,476.00%
Mar 31, 2024	MATHER GROUP, LLC.	0.45%	64.46K	3.65M	-312	-0.48%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.5%	95.85K	5.71M	-18.09K	-15.88%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.56%	107.91K	6.42M	-17.58K	-14.01%
Mar 31, 2024	MONEY CONCEPTS CAPITAL CORP	0.56%	81.74K	4.87M	-16.32K	-16.65%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.65%	125.03K	7.44M	-45.46K	-26.66%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	1.53%	222.1K	13.22M	-80.05K	-26.49%
Mar 31, 2024	GARRETT WEALTH ADVISORY GROUP, LLC	0.89%	128.77K	7.67M	-5.35K	-3.99%
Mar 31, 2024	ROYAL BANK OF CANADA	2.2%	423.91K	25.24M	-243.14K	-36.45%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	2.69%	518.29K	30.9M	-193.97K	-27.23%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.37%	649.17K	38.64M	-25.96K	-3.85%
Mar 31, 2024	EVERSOURCE WEALTH ADVISORS, LLC	0.06%	10.79K	610.1K	0	0
Mar 31, 2024	KPP ADVISORY SERVICES LLC	0.04%	6.93K	412.5K	6.93K	+100.00%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.04%	7.16K	426.08K	-5.7K	-44.35%
Mar 31, 2024	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.04%	7.18K	427.19M	-730	-9.23%
Mar 31, 2024	BISON WEALTH, LLC	0.04%	7.39K	439.86K	-5.48K	-42.59%
Mar 31, 2024	ALPHA CUBED INVESTMENTS, LLC	0.04%	7.86K	468.03K	-8.15K	-50.90%
Mar 31, 2024	FLAGSHIP HARBOR ADVISORS, LLC	0.04%	8.3K	494.18K	45	+0.55%
Mar 31, 2024	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.04%	8.44K	502.56K	128	+1.54%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.04%	8.61K	512.49K	212	+2.52%
Mar 31, 2024	TBH GLOBAL ASSET MANAGEMENT, LLC	0.05%	9.54K	567.74K	0	0
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.05%	9.87K	587.59K	-1.34K	-11.99%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.08%	11.47K	682.72K	-1.76K	-13.31%
Mar 31, 2024	JANE STREET GROUP, LLC	0.09%	16.48K	981.11K	9.67K	+141.80%
Mar 31, 2024	STONEX GROUP INC.	0.09%	13.21K	786K	-304	-2.25%
Mar 31, 2024	RIDGEPATH CAPITAL MANAGEMENT LLC	0.09%	13.49K	802.76K	0	0
Mar 31, 2024	AXXCESS WEALTH MANAGEMENT, LLC	0.09%	13.49K	802.76K	0	0
Mar 31, 2024	GPS WEALTH STRATEGIES GROUP, LLC	0.09%	13.74K	817.96K	-90	-0.65%
Mar 31, 2024	GREAT VALLEY ADVISOR GROUP, INC.	0.1%	14.08K	837.92K	-439	-3.02%
Mar 31, 2024	MONECO ADVISORS, LLC	0.1%	14.22K	846.73K	-2.87K	-16.79%
Mar 31, 2024	EMPIRICAL ASSET MANAGEMENT, LLC	0.1%	14.81K	881.46K	-1.05K	-6.60%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.11%	16.25K	967.24K	441	+2.79%
Mar 31, 2024	VANTAGE FINANCIAL PARTNERS, LLC	0.12%	18.01K	1.07M	-2.11K	-10.48%
Mar 31, 2024	FLOW TRADERS U.S. LLC	0.21%	30.83K	1.84M	30.83K	+100.00%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.22%	32.36K	1.93M	-9.26K	-22.24%
Mar 31, 2024	WCG WEALTH ADVISORS LLC	0.22%	32.38K	1.93M	-3.44K	-9.60%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.28%	40.42K	2.41M	-4.65K	-10.32%
Mar 31, 2024	CAPROCK GROUP, LLC	0.3%	42.84K	2.55M	0	0
Mar 31, 2024	KEYSTONE FINANCIAL GROUP	0.32%	46.08K	2.74M	-4.35K	-8.62%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.96%	185.31K	11.03M	46.76K	+33.75%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.97%	140.11K	8.34M	-8.1K	-5.46%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.04%	199.53K	11.88M	-9.98K	-4.76%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	1.07%	154.19K	9.18M	-57.27K	-27.08%
Mar 31, 2024	STRATEGIC PLANNING GROUP, LLC	1.15%	167.01K	9.94M	16.7K	+11.11%
Mar 31, 2024	UBS GROUP AG	1.33%	255.58K	15.21M	-91.93K	-26.45%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.39%	200.7K	11.95M	200.7K	+100.00%
Mar 31, 2024	CWM, LLC	1.95%	282.8K	16.84M	-5.91K	-2.05%
Mar 31, 2024	LPL FINANCIAL LLC	4.01%	771.55K	45.93M	-327.95K	-29.83%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.92%	176.75K	10.52M	4.95K	+2.88%
Mar 31, 2024	SILVER OAK SECURITIES, INCORPORATED	3.62%	523.88K	31.19M	-34.4K	-6.16%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	4.39%	845.98K	50.36M	-39.02K	-4.41%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.02%	1.16M	69.07M	64.39K	+5.87%
Mar 31, 2024	MORGAN STANLEY	6.78%	1.31M	77.78M	-37.82K	-2.81%
Mar 31, 2024	CALTON & ASSOCIATES, INC.	0.14%	19.88K	1.18M	-346	-1.71%
Mar 31, 2024	HILLTOP HOLDINGS INC.	0.16%	22.97K	1.37M	-10.29K	-30.94%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.22%	43.05K	761K	43.05K	+100.00%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.24%	47K	2.66M	47K	+100.00%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.25%	48.47K	2.74M	45.82K	+1,726.30%
Dec 31, 2023	KEYSTONE FINANCIAL GROUP	0.26%	50.43K	2.85M	-69.37K	-57.90%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.32%	60.67K	3.43M	-1.3K	-2.10%
Dec 31, 2023	MATHER GROUP, LLC.	0.34%	64.77K	3.66M	-6.09K	-8.60%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.36%	69.61K	3.94M	10.3K	+17.36%
Dec 31, 2023	UNIQUE WEALTH, LLC	0.42%	81.42K	4.61M	-12.26K	-13.09%
Dec 31, 2023	MONEY CONCEPTS CAPITAL CORP	0.51%	98.06K	5.55M	-10.61K	-9.76%
Dec 31, 2023	PROVIDENT WEALTH MANAGEMENT, LLC	0.59%	113.71K	6.43M	-573	-0.50%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.59%	113.94K	6.45M	-6.19K	-5.16%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.65%	125.49K	7.1M	-11.48K	-8.38%
Dec 31, 2023	GARRETT WEALTH ADVISORY GROUP, LLC	0.7%	134.12K	7.59M	-15.36K	-10.27%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.72%	138.55K	7.84M	-46.67K	-25.19%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.77%	148.21K	8.38M	-10.3K	-6.50%
Dec 31, 2023		0.78%	150.31K	8.5M	150.31K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.89%	170.49K	9.64M	-74.53K	-30.42%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.89%	171.8K	9.72M	-7.53K	-4.20%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.09%	209.51K	11.85M	-64.14K	-23.44%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	1.1%	211.46K	11.96M	-45.67K	-17.76%
Dec 31, 2023	REGIMEN WEALTH, LLC	1.3%	250.48K	372.51K	19.72K	+8.55%
Dec 31, 2023	CWM, LLC	1.5%	288.71K	16.33M	-107.15K	-27.07%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	1.57%	302.15K	17.09M	-80.43K	-21.02%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.08%	15.81K	894.19K	-3.43K	-17.82%
Dec 31, 2023	UBS GROUP AG	1.8%	347.51K	19.66M	-114.53K	-24.79%
Dec 31, 2023	SILVER OAK SECURITIES, INCORPORATED	2.9%	558.28K	31.58M	-66.13K	-10.59%
Dec 31, 2023	ROYAL BANK OF CANADA	3.46%	667.06K	37.74M	-73.02K	-9.87%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.51%	675.13K	38.19M	-42.2K	-5.88%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	3.7%	712.26K	40.28M	-263.94K	-27.04%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	4.6%	885.01K	50.06M	-47.74K	-5.12%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.69%	1.1M	62M	91.73K	+9.13%
Dec 31, 2023	LPL FINANCIAL LLC	5.71%	1.1M	62.2M	-161.87K	-12.83%
Dec 31, 2023	MORGAN STANLEY	6.98%	1.34M	76.06M	-201.81K	-13.05%
Dec 31, 2023	EMPIRICAL ASSET MANAGEMENT, LLC	0.08%	15.85K	896.84K	869	+5.80%
Dec 31, 2023	ALPHA CUBED INVESTMENTS, LLC	0.08%	16.01K	905.8K	-308	-1.89%
Dec 31, 2023	OPEROSE ADVISORS LLC	0.09%	16.59K	938.27K	16.45K	+12,095.59%
Dec 31, 2023	MONECO ADVISORS, LLC	0.09%	17.09K	966.9K	-9.02K	-34.54%
Dec 31, 2023	VANTAGE FINANCIAL PARTNERS, LLC	0.1%	20.12K	1.14M	-53.7K	-72.74%
Dec 31, 2023	CALTON & ASSOCIATES, INC.	0.11%	20.23K	1.14M	20.23K	+100.00%
Dec 31, 2023	CONSOLIDATED PORTFOLIO REVIEW CORP	0.12%	22.39K	1.27M	-43.69K	-66.12%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.13%	24.07K	1.36M	718	+3.07%
Dec 31, 2023	COREPATH WEALTH PARTNERS LLC	0.13%	25.8K	1.46M	-2	-0.01%
Dec 31, 2023	PFG ADVISORS	0.13%	25.93K	1.47M	-753	-2.82%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.17%	32.44K	1.84M	-62.59K	-65.87%
Dec 31, 2023	HILLTOP HOLDINGS INC.	0.17%	33.26K	1.88M	110	+0.33%
Dec 31, 2023	WCG WEALTH ADVISORS LLC	0.19%	35.81K	2.03M	-13.14K	-26.84%
Dec 31, 2023	CITADEL ADVISORS LLC	0.19%	37.15K	2.1M	31.55K	+563.35%
Dec 31, 2023	WESTERN WEALTH MANAGEMENT, LLC	0.19%	37.22K	2.11M	-12.39K	-24.98%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.22%	41.62K	2.35M	-26.03K	-38.47%
Dec 31, 2023	CAPROCK GROUP, LLC	0.22%	42.84K	2.42M	0	0
Dec 31, 2023	TRUIST FINANCIAL CORP	0.23%	45.07K	2.55M	-7.91K	-14.93%

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