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

Who are the major shareholders selling iShares Government/Credit Bond ETF stock?

5T WEALTH, LLC, in the last quarter, reduced its stake in GBF by -2.68% restricting it's holding to 3.45 thousand shares of worth nearly $359.33K. WORTHPOINTE, LLC also lessened -24.39% of the GBF shares from its portfolio, reducing its holding to 4.85 thousand shares of worth $504.82K. FIRST UNITED BANK & TRUST also shunned GBF shares holding by -24.24% last quarter which brought its holding to 375 shares worth $39.06K.

Investors who are buying GBF stock?

As per its latest 13F filing, TRUIST FINANCIAL CORP increased its stake in GBF by 5.83% in the last quarter. The institutional holder raised its holding to 3.45 thousand shares having worth more than $359.36K. FLOW TRADERS U.S. LLC also added 100% more shares of GBF to its portfolio, raising its holding to 2.73 thousand shares of worth $284.00K. JPMORGAN CHASE & CO also increased its GBF shares holding by 12.92% which brought its holding to 93.44 thousand shares worth $9.71M.

GBF's major insiders: who are they?

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

Did an insider recently sell GBF stock?

Company executives, directors, and other insiders own N/A percent of iShares Government/Credit Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which GBF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased GBF stock?

There have been 0 transaction(s) during the past 6-months in which iShares Government/Credit Bond ETF insiders have bought stock, totalling 0 shares

How much of GBF does insiders own?

Around 0 iShares Government/Credit Bond ETF shares are held by insiders, which represents about N/A of GBF stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in GBF?

5T WEALTH, LLC is the largest institutional owner in GBF which holds 3.45 thousand shares worth $359.33K or 0.29% of the total GBF shares outstanding followed by TRUIST FINANCIAL CORP with ownership of 3.45 thousand shares representing 0.29% of the GBF ownership. WORTHPOINTE, LLC is the third largest stakeholder with 4.85 thousand shares or 0.4% of the ownership worth more than $504.82K.

Is iShares Government/Credit 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 GBF is concerned, it is a stock which is not optionable.

Is there a short position on GBF's shares?

Number of GBF 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 GBF shares are there?

As of today, null shares of GBF are outstanding.

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

GBF 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 GBF is null.

iShares Government/Credit Bond ETF (GBF) 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. 5T WEALTH, LLC is the top corporate investor, holding 3.45K shares valued at $359.33K. A 0.29% stake in iShares Government/Credit Bond ETF is owned by the company. TRUIST FINANCIAL CORP owns 3.45K shares valued at $359.36K, which translates its holding of 0.29% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	5T WEALTH, LLC	0.29%	3.45K	359.33K	-95	-2.68%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.29%	3.45K	359.36K	190	+5.83%
Mar 31, 2026	WORTHPOINTE, LLC	0.4%	4.85K	504.82K	-1.56K	-24.39%
Mar 31, 2026	FIRST UNITED BANK & TRUST	0.03%	375	39.06K	-120	-24.24%
Mar 31, 2026	BLAIR WILLIAM & CO/IL	0.03%	323	33.65K	-117	-26.59%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.23%	2.73K	284K	2.73K	+100.00%
Mar 31, 2026	SIGMA PLANNING CORP	0.27%	3.27K	340.89K	0	0
Mar 31, 2026	SHARED VISION WEALTH GROUP LLC	0.17%	2.1K	218.34K	-600	-22.26%
Mar 31, 2026	PROCYON ADVISORS, LLC	0.27%	3.27K	340.53K	-473	-12.64%
Mar 31, 2026	JPMORGAN CHASE & CO	7.8%	93.44K	9.71M	10.69K	+12.92%
Mar 31, 2026	COLTON GROOME FINANCIAL ADVISORS, LLC	0.28%	3.3K	343.34K	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	9.48%	113.61K	11.83M	3.78K	+3.44%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.51%	29.93K	3.11M	2.81K	+10.36%
Mar 31, 2026	CSENGE ADVISORY GROUP	0.18%	2.2K	229.28K	-10	-0.45%
Mar 31, 2026	FIRST NATIONAL TRUST CO	0.17%	2K	208.34K	0	0
Mar 31, 2026	KEYBANK NATIONAL ASSOCIATION/OH	2.29%	27.39K	2.85M	140	+0.51%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	2.2%	26.43K	2.75M	-703	-2.59%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.36%	4.37K	455.44K	343	+8.51%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.09%	1.13K	117.01K	84	+8.05%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.08%	987	102.01K	967	+4,835.00%
Mar 31, 2026	BRYN MAWR TRUST CO	0.14%	1.69K	176.05K	0	0
Mar 31, 2026	ASSETMARK, INC	0.13%	1.57K	163.13K	-331	-17.45%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.04%	423	44.11K	-51	-10.76%
Mar 31, 2026	DESTINATION WEALTH MANAGEMENT	17.49%	209.61K	21.84M	8.23K	+4.09%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	7.71%	92.4K	9.63M	56.68K	+158.69%
Mar 31, 2026	US BANCORP \DE\	2.72%	32.66K	3.4M	-615	-1.85%
Mar 31, 2026	KELLY FINANCIAL GROUP LLC	2.05%	24.42K	2.54M	19	+0.08%
Mar 31, 2026	JANE STREET GROUP, LLC	1.96%	23.5K	2.45M	1.97K	+9.17%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.6%	19.23K	2M	955	+5.23%
Mar 31, 2026	TWIN PEAKS WEALTH ADVISORS, LLC	0.07%	816	85K	816	+100.00%
Mar 31, 2026	SILVER OAK SECURITIES, INCORPORATED	0.39%	4.67K	486.41K	-63	-1.33%
Mar 31, 2026	DAVENPORT & CO LLC	0.38%	4.49K	467.46K	1.18K	+35.81%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	8.89%	106.58K	11.1M	2.06K	+1.97%
Mar 31, 2026	ASHTON THOMAS PRIVATE WEALTH, LLC	0.07%	896	93.34K	896	+100.00%
Mar 31, 2026	KICKSTAND VENTURES, LLC.	0.25%	2.95K	307.51K	-88	-2.89%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.21%	2.52K	261.72K	-648	-20.45%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.22%	2.61K	271.36K	2.61K	+100.00%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.22%	2.67K	278.52K	2.67K	+100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-395	-100.00%
Mar 31, 2026	BRYN MAWR CAPITAL MANAGEMENT, LLC	0%	0	-	-2.48K	-100.00%
Mar 31, 2026	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.22%	2.68K	278.81K	1.13K	+72.39%
Mar 31, 2026	BIONDO INVESTMENT ADVISORS, LLC	1.4%	16.74K	1.74M	1.18K	+7.57%
Mar 31, 2026	BEIRNE WEALTH CONSULTING SERVICES, LLC	1.3%	15.58K	1.62M	3.11K	+24.94%
Mar 31, 2026	WESBANCO BANK INC	1.13%	13.51K	1.41M	-271	-1.97%
Mar 31, 2026	TOTH FINANCIAL ADVISORY CORP	0%	0	-	-43	-100.00%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0%	15	1.56K	-150	-90.91%
Mar 31, 2026	LEGACY WEALTH MANAGMENT, LLC/ID	0%	17	1.77K	0	0
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	18	1.88K	0	0
Mar 31, 2026	CORECAP ADVISORS, LLC	0.01%	112	11.67K	0	0
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.92%	11.03K	1.15M	3.91K	+54.93%
Mar 31, 2026	LPL FINANCIAL LLC	0.8%	9.57K	996.55K	-779	-7.53%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.73%	8.74K	910.21K	1.95K	+28.67%
Mar 31, 2026	D L CARLSON INVESTMENT GROUP INC	0.58%	7.01K	730.02K	0	0
Mar 31, 2026	MORGAN STANLEY	0.44%	5.32K	554.32K	-78.46K	-93.65%
Mar 31, 2026	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.33%	3.97K	411.67K	-125	-3.05%
Mar 31, 2026	GERMAN AMERICAN BANCORP, INC.	0.33%	3.94K	410.12K	0	0
Mar 31, 2026	AMG NATIONAL TRUST BANK	0.32%	3.84K	399.49K	1.39K	+56.53%
Mar 31, 2026	UBS GROUP AG	0.32%	3.82K	398.24K	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	0.3%	3.6K	375K	91	+2.59%
Mar 31, 2026	TSA WEALTH MANAGMENT LLC	0.29%	3.52K	366.26K	-93	-2.58%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0%	0	-	-2.89K	-100.00%
Dec 31, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.13%	1.55K	162.94K	1.06K	+213.94%
Dec 31, 2025	BRYN MAWR TRUST CO	0.14%	1.69K	176.94K	-600	-26.20%
Dec 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.17%	2.04K	213.09K	25	+1.24%
Dec 31, 2025	GERMAN AMERICAN BANCORP, INC.	0.33%	3.94K	412.2K	0	0
Dec 31, 2025	D L CARLSON INVESTMENT GROUP INC	0.59%	7.01K	733.74K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.54%	18.28K	1.91M	466	+2.62%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.03%	395	41.39K	395	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	439	46.02K	-4.67K	-91.40%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.09%	1.04K	109.2K	755	+262.15%
Dec 31, 2025	CSENGE ADVISORY GROUP	0.18%	2.21K	231.49K	-2	-0.09%
Dec 31, 2025	AMG NATIONAL TRUST BANK	0.2%	2.45K	256.52K	0	0
Dec 31, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.21%	2.48K	259.45K	565	+29.53%
Dec 31, 2025	SHARED VISION WEALTH GROUP LLC	0.23%	2.7K	283.54K	-237	-8.08%
Dec 31, 2025	KICKSTAND VENTURES, LLC.	0.25%	3.04K	318.29K	-196	-6.06%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.27%	3.17K	331.81K	-539	-14.54%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.27%	3.26K	341.3K	533	+19.55%
Dec 31, 2025	SIGMA PLANNING CORP	0.27%	3.27K	342.58K	-22	-0.67%
Dec 31, 2025	DAVENPORT & CO LLC	0.27%	3.3K	345.98K	53	+1.63%
Dec 31, 2025	COLTON GROOME FINANCIAL ADVISORS, LLC	0.28%	3.3K	345.09K	-64.75K	-95.16%
Dec 31, 2025	5T WEALTH, LLC	0.29%	3.54K	371.11K	-278	-7.27%
Dec 31, 2025	ROYAL BANK OF CANADA	0.3%	3.51K	367K	-128	-3.52%
Dec 31, 2025	TSA WEALTH MANAGMENT LLC	0.3%	3.61K	377.86K	-96	-2.59%
Dec 31, 2025	CITADEL ADVISORS LLC	0.3%	3.63K	379.85K	-4.74K	-56.66%
Dec 31, 2025	PROCYON ADVISORS, LLC	0.31%	3.74K	391.79K	-246	-6.17%
Dec 31, 2025	UBS GROUP AG	0.32%	3.82K	400.27K	0	0
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.34%	4.03K	421.85K	46	+1.15%
Dec 31, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.34%	4.1K	428.75K	0	0
Dec 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.39%	4.73K	497.07K	-3	-0.06%
Dec 31, 2025	WORTHPOINTE, LLC	0.53%	6.41K	670.99K	-4.38K	-40.59%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.57%	6.79K	710.99K	-159	-2.29%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.6%	7.12K	745.2K	223	+3.23%
Dec 31, 2025	LPL FINANCIAL LLC	0.86%	10.35K	1.08M	83	+0.81%
Dec 31, 2025	BEIRNE WEALTH CONSULTING SERVICES, LLC	1.04%	12.47K	1.31M	-1.05K	-7.80%
Dec 31, 2025	WESBANCO BANK INC	1.16%	13.79K	1.44M	0	0
Dec 31, 2025	BIONDO INVESTMENT ADVISORS, LLC	1.3%	15.57K	1.63M	489	+3.24%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	20	2.09K	20	+100.00%
Dec 31, 2025	CORECAP ADVISORS, LLC	0.01%	112	11.73K	0	0
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	151	15.77K	-3	-1.95%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	3%	35.72K	3.74M	24.55K	+219.70%
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.04%	440	46.07K	-128	-22.54%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.04%	474	49.59K	299	+170.86%
Dec 31, 2025	FIRST UNITED BANK & TRUST	0.04%	495	51.83K	50	+11.24%
Dec 31, 2025	ASSETMARK, INC	0.16%	1.9K	198.62K	-188	-9.02%
Dec 31, 2025	FIRST NATIONAL TRUST CO	0.17%	2K	209.4K	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	1.79%	21.53K	2.25M	-24.03K	-52.75%
Dec 31, 2025	KELLY FINANCIAL GROUP LLC	2.03%	24.4K	2.56M	1.1K	+4.72%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.25%	27.12K	2.85M	0	0
Dec 31, 2025	SANCTUARY ADVISORS, LLC	2.25%	27.13K	2.84M	-1.73K	-5.99%
Dec 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	2.26%	27.25K	2.85M	-3.15K	-10.37%
Dec 31, 2025	US BANCORP \DE\	2.77%	33.28K	3.48M	710	+2.18%
Dec 31, 2025	JPMORGAN CHASE & CO	6.9%	82.75K	8.66M	-10.64K	-11.39%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	8.73%	104.52K	10.94M	-1.92K	-1.80%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	9.23%	109.83K	11.5M	5.45K	+5.22%
Dec 31, 2025	CYPRESS WEALTH SERVICES, LLC	0%	0	-	-3.58K	-100.00%
Dec 31, 2025	HUNTINGTON NATIONAL BANK	0%	1	105	0	0
Dec 31, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0%	17	1.78K	0	0
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0%	18	1.89K	-1	-5.26%
Dec 31, 2025	TOTH FINANCIAL ADVISORY CORP	0%	43	4.5K	0	0
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	65	6.81K	0	0
Dec 31, 2025	MORGAN STANLEY	7.04%	83.78K	8.77M	-36.67K	-30.44%
Dec 31, 2025	DESTINATION WEALTH MANAGEMENT	16.81%	201.38K	21.08M	9.45K	+4.92%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.38%	17.81K	1.88M	610	+3.55%
Sep 30, 2025	KICKSTAND VENTURES, LLC.	0.25%	3.24K	340.93K	-70	-2.12%
Sep 30, 2025	KELLY FINANCIAL GROUP LLC	1.8%	23.3K	2.46M	1.43K	+6.55%
Sep 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	2.35%	30.4K	3.2M	3.26K	+12.02%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.01%	175	18.45K	2	+1.16%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	288	30.34K	211	+274.03%
Sep 30, 2025		0.03%	361	8.36K	361	+100.00%
Sep 30, 2025	US BANCORP \DE\	2.52%	32.57K	3.43M	-42.44K	-56.58%
Sep 30, 2025	JANE STREET GROUP, LLC	3.52%	45.55K	4.8M	24.61K	+117.49%
Sep 30, 2025	MORGAN STANLEY	9.31%	120.44K	12.69M	2.35K	+1.99%
Sep 30, 2025	DESTINATION WEALTH MANAGEMENT	14.84%	191.93K	20.22M	5.12K	+2.74%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.1%	1.23K	129.41K	-270	-18.02%
Sep 30, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.15%	1.91K	201.55K	-4.37K	-69.54%
Sep 30, 2025	FIRST NATIONAL TRUST CO	0.15%	2K	210.71K	0	0
Sep 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.16%	2.01K	211.8K	69	+3.55%
Sep 30, 2025	ASSETMARK, INC	0.16%	2.09K	219.67K	-119	-5.40%
Sep 30, 2025	CSENGE ADVISORY GROUP	0.17%	2.21K	233.15K	-25	-1.12%
Sep 30, 2025	BRYN MAWR TRUST CO	0.18%	2.29K	241.26K	-2.1K	-47.84%
Sep 30, 2025	UBS GROUP AG	0.3%	3.82K	402.78K	0	0
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.31%	3.98K	419.75K	24	+0.61%
Sep 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.32%	4.1K	431.43K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.86%	11.17K	1.18M	6.3K	+129.26%
Sep 30, 2025	BEIRNE WEALTH CONSULTING SERVICES, LLC	1.05%	13.52K	1.42M	2	+0.01%
Sep 30, 2025	WESBANCO BANK INC	1.07%	13.79K	1.45M	581	+4.40%
Sep 30, 2025	COLTON GROOME FINANCIAL ADVISORS, LLC	5.26%	68.04K	7.17M	-7.47K	-9.89%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.29%	3.71K	390.62K	-606	-14.05%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.54%	6.95K	732.26K	6.95K	+100.00%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	2.23%	28.86K	3.04M	-858	-2.89%
Sep 30, 2025	DAVENPORT & CO LLC	0.25%	3.25K	342.56K	-166	-4.86%
Sep 30, 2025	SIGMA PLANNING CORP	0.25%	3.29K	347.05K	994	+43.22%
Sep 30, 2025	CYPRESS WEALTH SERVICES, LLC	0.28%	3.58K	376.75K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.28%	3.64K	383K	16	+0.44%
Sep 30, 2025	TSA WEALTH MANAGMENT LLC	0.29%	3.71K	390.34K	-317	-7.88%
Sep 30, 2025	BIONDO INVESTMENT ADVISORS, LLC	1.17%	15.08K	1.59M	766	+5.35%
Sep 30, 2025	CITIGROUP INC	0%	0	-	-1.52K	-100.00%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0%	1	105	-435	-99.77%
Sep 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0%	17	1.79K	0	0
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0%	19	2K	-1	-5.00%
Sep 30, 2025	TOTH FINANCIAL ADVISORY CORP	0%	43	4.53K	0	0
Sep 30, 2025	FMR LLC	0%	64	6.77K	-2	-3.03%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	65	6.85K	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0.01%	112	11.8K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	154	16.18K	1	+0.65%
Sep 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.04%	495	52.16K	0	0
Sep 30, 2025	WORTHPOINTE, LLC	0.83%	10.79K	1.14M	136	+1.28%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	8.07%	104.38K	11M	12.57K	+13.68%
Sep 30, 2025	CITADEL ADVISORS LLC	0.65%	8.37K	881.93K	-38.77K	-82.24%
Sep 30, 2025	D L CARLSON INVESTMENT GROUP INC	0.54%	7.01K	738.33K	-11.79K	-62.71%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.53%	6.9K	726.44K	81	+1.19%
Sep 30, 2025	PROCYON ADVISORS, LLC	0.31%	3.99K	420.16K	3.99K	+100.00%
Sep 30, 2025	GERMAN AMERICAN BANCORP, INC.	0.3%	3.94K	414.78K	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	7.22%	93.39K	9.84M	4.05K	+4.53%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.22%	2.89K	303.99K	-84	-2.83%
Sep 30, 2025	FIRST UNITED BANK & TRUST	0.03%	445	46.88K	-100	-18.35%
Sep 30, 2025	AMG NATIONAL TRUST BANK	0.19%	2.45K	258.12K	0	0
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.04%	568	59.84K	-142	-20.00%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.21%	2.73K	287.28K	72	+2.71%
Sep 30, 2025	5T WEALTH, LLC	0.3%	3.82K	402.72K	-29	-0.75%
Sep 30, 2025	SHARED VISION WEALTH GROUP LLC	0.23%	2.93K	312.13K	-278	-8.66%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.37%	4.74K	498.91K	-439	-8.48%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.39%	5.11K	534.76K	-502	-8.95%
Sep 30, 2025	LPL FINANCIAL LLC	0.79%	10.26K	1.08M	29	+0.28%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	8.23%	106.44K	11.21M	-5.07K	-4.54%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.1%	27.12K	2.85M	0	0
Jun 30, 2025	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.26%	3.31K	345.3K	3.31K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.79%	10.23K	1.07M	-1.77K	-14.72%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.43%	5.61K	585.46K	546	+10.79%
Jun 30, 2025	CSENGE ADVISORY GROUP	0.17%	2.24K	231.03K	0	0
Jun 30, 2025		0.3%	3.85K	402.27K	-14	-0.36%
Jun 30, 2025	JANE STREET GROUP, LLC	1.62%	20.95K	2.19M	-15.66K	-42.77%
Jun 30, 2025	D L CARLSON INVESTMENT GROUP INC	1.46%	18.79K	1.96M	18.79K	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.33%	17.2K	1.8M	2.35K	+15.83%
Jun 30, 2025	BIONDO INVESTMENT ADVISORS, LLC	1.11%	14.31K	1.49M	439	+3.16%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.53%	6.81K	711.69K	934	+15.88%
Jun 30, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.49%	6.28K	655.92K	-2.59K	-29.20%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.48%	6.19K	646.31K	-538	-8.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.38%	4.87K	508.97K	-105.67K	-95.59%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.33%	4.31K	450.54K	-60	-1.37%
Jun 30, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.32%	4.1K	427.71K	-1.13K	-21.55%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.31%	3.96K	412.63K	448	+12.76%
Jun 30, 2025	CYPRESS WEALTH SERVICES, LLC	0.28%	3.58K	373.5K	-180	-4.79%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.21%	2.66K	277.28K	41	+1.57%
Jun 30, 2025	TSA WEALTH MANAGMENT LLC	0.31%	4.02K	420.08K	-364	-8.30%
Jun 30, 2025	DAVENPORT & CO LLC	0.26%	3.42K	356.89K	32	+0.95%
Jun 30, 2025	KICKSTAND VENTURES, LLC.	0.26%	3.31K	345.3K	-143	-4.15%
Jun 30, 2025	DESTINATION WEALTH MANAGEMENT	14.47%	186.81K	19.51M	4.15K	+2.27%
Jun 30, 2025	BEIRNE WEALTH CONSULTING SERVICES, LLC	1.05%	13.52K	1.41M	87	+0.65%
Jun 30, 2025	MONTAG & CALDWELL, LLC	0.41%	5.24K	546.98K	0	0
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.4%	5.17K	540.35K	135	+2.68%
Jun 30, 2025	BRYN MAWR TRUST CO	0.34%	4.39K	458.52K	-165	-3.62%
Jun 30, 2025	GERMAN AMERICAN BANCORP, INC.	0.3%	3.94K	411.2K	0	0
Jun 30, 2025	FIRST NATIONAL TRUST CO	0.15%	2K	208.89K	2K	+100.00%
Jun 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.15%	1.94K	202.68K	1.94K	+100.00%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.12%	1.5K	156.45K	1.5K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.11%	1.39K	145.14K	-801	-36.58%
Jun 30, 2025	FIRST UNITED BANK & TRUST	0.04%	545	56.92K	0	0
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.04%	495	51.68K	0	0
Jun 30, 2025	PARK PLACE CAPITAL CORP	0.02%	305	31.73K	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	153	15.96M	153	+100.00%
Jun 30, 2025	TWIN PEAKS WEALTH ADVISORS, LLC	0.01%	130	13.55K	130	+100.00%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.01%	112	11.7K	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.01%	77	8.04K	0	0
Jun 30, 2025	FMR LLC	0.01%	66	6.9M	-7	-9.59%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	65	6.79K	0	0
Jun 30, 2025	N.E.W. ADVISORY SERVICES LLC	0%	60	6.27K	0	0
Jun 30, 2025	SMITHFIELD TRUST CO	0%	53	6K	53	+100.00%
Jun 30, 2025	TSFG, LLC	0%	52	5K	1	+1.96%
Jun 30, 2025	MORGAN STANLEY	9.14%	118.09K	12.33M	-106	-0.09%
Jun 30, 2025	WESBANCO BANK INC	1.02%	13.2K	1.38M	387	+3.02%
Jun 30, 2025	WORTHPOINTE, LLC	0.82%	10.65K	1.11M	3.4K	+46.78%
Jun 30, 2025	NORTHERN TRUST CORP	0.72%	9.24K	964.98K	9.24K	+100.00%
Jun 30, 2025	WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	0.36%	4.7K	491.21K	-1.4K	-22.95%
Jun 30, 2025	UBS GROUP AG	0.3%	3.82K	399.3K	-283	-6.89%
Jun 30, 2025	ROYAL BANK OF CANADA	0.28%	3.62K	378K	-708	-16.34%
Jun 30, 2025	SHARED VISION WEALTH GROUP LLC	0.25%	3.21K	333.38K	-129	-3.86%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.23%	2.97K	310.12K	-220	-6.90%
Jun 30, 2025	AMG NATIONAL TRUST BANK	0.19%	2.45K	255.89K	0	0
Jun 30, 2025	SIGMA PLANNING CORP	0.18%	2.3K	240.27K	2.3K	+100.00%
Jun 30, 2025	ASSETMARK, INC	0.17%	2.2K	230.2K	-930	-29.67%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	8.63%	111.51K	11.65M	-13.71K	-10.95%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	7.11%	91.82K	9.59M	-2.91K	-3.08%
Jun 30, 2025	JPMORGAN CHASE & CO	6.92%	89.34K	9.33M	-12.09K	-11.92%
Jun 30, 2025	COLTON GROOME FINANCIAL ADVISORS, LLC	5.85%	75.51K	7.89M	-13.94K	-15.59%
Jun 30, 2025	US BANCORP \DE\	5.81%	75.01K	7.83M	-2.58K	-3.32%
Jun 30, 2025	CITADEL ADVISORS LLC	3.65%	47.14K	4.92M	4.08K	+9.47%
Jun 30, 2025	KEYBANK NATIONAL ASSOCIATION/OH	2.1%	27.14K	2.83M	-2.6K	-8.74%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.1%	27.12K	2.81M	27.12K	+100.00%
Jun 30, 2025	KELLY FINANCIAL GROUP LLC	1.69%	21.87K	2.28M	-754	-3.33%
Jun 30, 2025	5T WEALTH, LLC	0.3%	3.85K	402.27K	-14	-0.36%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.39%	5.88K	612.39K	-15.2K	-72.11%
Mar 31, 2025	WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	0.4%	6.1K	635.66K	-818	-11.82%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.44%	6.73K	700.44K	2.74K	+68.61%
Mar 31, 2025	LPL FINANCIAL LLC	0.79%	12K	1.25M	589	+5.16%
Mar 31, 2025	WESBANCO BANK INC	0.84%	12.82K	1.33M	-1.28K	-9.09%
Mar 31, 2025	CITADEL ADVISORS LLC	2.83%	43.06K	4.48M	28.45K	+194.70%
Mar 31, 2025	COLTON GROOME FINANCIAL ADVISORS, LLC	5.88%	89.46K	9.33M	60.51K	+209.08%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	6.22%	94.73K	9.87M	-18.85K	-16.60%
Mar 31, 2025	JPMORGAN CHASE & CO	6.66%	101.43K	10.56M	355	+0.35%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	7.26%	110.54K	11.51M	78.66K	+246.69%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.14%	2.19K	228.05K	40	+1.86%
Mar 31, 2025	HILLTOP HOLDINGS INC.	0.71%	10.75K	1.12M	-200	-1.83%
Mar 31, 2025	ROYAL BANK OF CANADA	0.28%	4.33K	451K	-105	-2.37%
Mar 31, 2025	BRYN MAWR TRUST CO	0.3%	4.56K	474.36K	0	0
Mar 31, 2025		0.25%	3.87K	402.55K	-2K	-34.10%
Mar 31, 2025	MARCUM WEALTH, LLC	1.83%	27.79K	2.89M	0	0
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.29%	4.37K	455.5K	-23	-0.52%
Mar 31, 2025	MORGAN STANLEY	7.77%	118.2K	12.31M	-7.4K	-5.89%
Mar 31, 2025	DESTINATION WEALTH MANAGEMENT	12%	182.66K	19.02M	5.98K	+3.38%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.23%	3.51K	365.62K	58	+1.68%
Mar 31, 2025	SIGNAL ADVISORS WEALTH, LLC	0.14%	2.15K	223.99K	-768	-26.31%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	8.23%	125.21K	13.04M	-6.4K	-4.86%
Mar 31, 2025	CYPRESS WEALTH SERVICES, LLC	0.25%	3.76K	391.15K	0	0
Mar 31, 2025	FIFTH THIRD SECURITIES, INC.	0.47%	7.12K	741.06K	7.12K	+100.00%
Mar 31, 2025	BEIRNE WEALTH CONSULTING SERVICES, LLC	0.88%	13.43K	1.4M	-896	-6.25%
Mar 31, 2025	JANE STREET GROUP, LLC	2.4%	36.6K	3.81M	8.07K	+28.29%
Mar 31, 2025	US BANCORP \DE\	5.1%	77.59K	8.08M	-14.46K	-15.70%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.98%	14.85K	1.55M	1.13K	+8.25%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.21%	3.19K	332.11K	0	0
Mar 31, 2025	WORTHPOINTE, LLC	0.48%	7.26K	755.74K	3.33K	+84.89%
Mar 31, 2025	KICKSTAND VENTURES, LLC.	0.23%	3.45K	359.18K	-353	-9.28%
Mar 31, 2025	SHARED VISION WEALTH GROUP LLC	0.22%	3.34K	347.83K	-1	-0.03%
Mar 31, 2025	AMG NATIONAL TRUST BANK	0.16%	2.45K	255.14K	0	0
Mar 31, 2025	TRUIST FINANCIAL CORP	0.17%	2.61K	272.2K	9	+0.35%
Mar 31, 2025	DAVENPORT & CO LLC	0.22%	3.39K	352.51K	-114	-3.26%
Mar 31, 2025	CSENGE ADVISORY GROUP	0.15%	2.24K	230.94K	-9.52K	-80.97%
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.33%	5.04K	523.47K	26	+0.52%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	5.06K	527.24K	-47.32K	-90.34%
Mar 31, 2025	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.34%	5.22K	543.61K	-125	-2.34%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.48%	7.36K	767.37K	-1.69K	-18.68%
Mar 31, 2025	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.58%	8.87K	923.72K	-1.99K	-18.29%
Mar 31, 2025	KEYBANK NATIONAL ASSOCIATION/OH	1.95%	29.74K	3.1M	-6.18K	-17.20%
Mar 31, 2025	GERMAN AMERICAN BANCORP, INC.	0.26%	3.94K	410K	0	0
Mar 31, 2025	UBS GROUP AG	0.27%	4.11K	427.6K	-145	-3.41%
Mar 31, 2025	MONTAG & CALDWELL, LLC	0.34%	5.24K	545.38K	-48	-0.91%
Mar 31, 2025	FOGUTH WEALTH MANAGEMENT, LLC.	0.14%	2.15K	223.99K	-192	-8.19%
Mar 31, 2025	ASSETMARK, INC	0.21%	3.13K	326.38K	-348.15K	-99.11%
Mar 31, 2025	TSA WEALTH MANAGMENT LLC	0.29%	4.39K	456.76K	-1.1K	-19.99%
Mar 31, 2025	BIONDO INVESTMENT ADVISORS, LLC	0.91%	13.87K	1.44M	2.43K	+21.21%
Mar 31, 2024	JPMORGAN CHASE & CO	10.81%	255.94K	26.5M	-8.56K	-3.23%
Mar 31, 2024	ASSETMARK, INC	18.98%	403.31K	41.76M	-579.85K	-58.98%
Mar 31, 2024	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0.02%	495	51.3K	0	0
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0.02%	543	56.22K	0	0
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.04%	981	101.57K	-6	-0.61%
Mar 31, 2024	ASHTON THOMAS PRIVATE WEALTH, LLC	0.09%	2.02K	208.94K	103	+5.38%
Mar 31, 2024	GERMAN AMERICAN BANCORP, INC.	0.09%	2.21K	228.51K	0	0
Mar 31, 2024	TRUIST FINANCIAL CORP	0.1%	2.32K	239.87K	2.32K	+100.00%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.1%	2.34K	241.76K	-1.67K	-41.76%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.1%	2.4K	249.55K	-983	-29.06%
Mar 31, 2024	HANLON INVESTMENT MANAGEMENT, INC.	0.11%	2.52K	260.4K	-644	-20.39%
Mar 31, 2024	SIGMA PLANNING CORP	0.11%	2.61K	270.59K	2.61K	+100.00%
Mar 31, 2024	FIRST UNITED BANK & TRUST	0.02%	538	55.7K	-85	-13.64%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.22%	28.95K	3M	-98.08K	-77.21%
Mar 31, 2024	COLTON GROOME FINANCIAL ADVISORS, LLC	1.51%	32.13K	3.33M	-285	-0.88%
Mar 31, 2024	KEYBANK NATIONAL ASSOCIATION/OH	1.59%	33.89K	3.51M	-572	-1.66%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.58%	84.75K	8.77M	-12.02K	-12.42%
Mar 31, 2024	MORGAN STANLEY	4.72%	111.63K	11.56M	-3.54K	-3.07%
Mar 31, 2024	DESTINATION WEALTH MANAGEMENT	7.76%	164.92K	17.08M	20.01K	+13.81%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.13%	2.75K	284.63K	-2.3K	-45.58%
Mar 31, 2024	AMG NATIONAL TRUST BANK	0.13%	2.8K	289.91K	-150	-5.08%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.14%	2.9K	295.91K	2.9K	+100.00%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.16%	3.38K	349.84K	45	+1.35%
Mar 31, 2024	AFFINITY CAPITAL ADVISORS, LLC	0.16%	3.4K	351.72K	-1.06K	-23.83%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.16%	3.47K	359.12K	6	+0.17%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.17%	3.6K	372.63K	-1.48K	-29.14%
Mar 31, 2024	ENVESTNET PORTFOLIO SOLUTIONS, INC.	0.17%	3.65K	377.71K	-1.21K	-24.91%
Mar 31, 2024	ROYAL BANK OF CANADA	0.18%	4.22K	437K	-918	-17.88%
Mar 31, 2024	UBS GROUP AG	0.18%	4.29K	444.07K	116	+2.78%
Mar 31, 2024	TOWER WEALTH PARTNERS, INC.	0.18%	3.87K	400.9K	162	+4.37%
Mar 31, 2024	CYPRESS WEALTH SERVICES, LLC	0.19%	4.02K	415.81K	-136	-3.28%
Mar 31, 2024	KICKSTAND VENTURES, LLC.	0.19%	4.11K	425.02K	-14	-0.34%
Mar 31, 2024	WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	0.37%	7.95K	823.54K	-610	-7.12%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.42%	9.91K	1.03M	-3.31K	-25.03%
Mar 31, 2024	HILLTOP HOLDINGS INC.	0.47%	10.03K	1.04M	889	+9.72%
Mar 31, 2024	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.5%	10.58K	1.1M	2.44K	+30.01%
Mar 31, 2024	BIONDO INVESTMENT ADVISORS, LLC	0.5%	10.6K	1.1M	395	+3.87%
Mar 31, 2024	TSA WEALTH MANAGMENT LLC	0.54%	11.57K	1.2M	-392	-3.28%
Mar 31, 2024	CSENGE ADVISORY GROUP	0.62%	13.15K	1.36M	-7.02K	-34.80%
Mar 31, 2024	WESBANCO BANK INC	0.62%	13.22K	1.37M	767	+6.16%
Mar 31, 2024	BEIRNE WEALTH CONSULTING SERVICES, LLC	0.62%	13.26K	1.37M	135	+1.03%
Mar 31, 2024	SILVER OAK SECURITIES, INCORPORATED	0.63%	13.47K	1.4M	-2.8K	-17.22%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.78%	18.37K	1.9M	-15.44K	-45.66%
Mar 31, 2024	MODERN WEALTH MANAGEMENT, LLC	0.8%	16.91K	1.72M	-3.07K	-15.37%
Mar 31, 2024	CITADEL ADVISORS LLC	0.82%	19.37K	2.01M	19.37K	+100.00%
Mar 31, 2024	LPL FINANCIAL LLC	0.89%	21.03K	2.18M	2.09K	+11.03%
Mar 31, 2024	AVEO CAPITAL PARTNERS, LLC	1.64%	34.79K	3.54M	659	+1.93%
Mar 31, 2024	JANE STREET GROUP, LLC	2.12%	50.16K	5.19M	-15.28K	-23.35%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	3.59%	84.98K	8.8M	80.36K	+1,739.77%
Mar 31, 2024	RETIREMENT CAPITAL STRATEGIES	4.25%	90.38K	9.36M	90.38K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.15%	3.17K	328.23K	3.17K	+100.00%
Mar 31, 2024	US BANCORP \DE\	4.25%	100.7K	10.43M	-154	-0.15%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	7.19%	152.8K	15.82M	-959	-0.62%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	4.61K	477K	-164	-3.43%
Mar 31, 2024	ASCENT GROUP, LLC	0.2%	4.29K	443.97K	-9.32K	-68.49%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.21%	4.45K	460.25K	-652	-12.79%
Mar 31, 2024	BEAUMONT CAPITAL MANAGEMENT, LLC	0.22%	4.61K	477.72K	-4.12K	-47.20%
Mar 31, 2024	SHARED VISION WEALTH GROUP LLC	0.23%	4.92K	509.61K	0	0
Mar 31, 2024	BARTLETT & CO. WEALTH MANAGEMENT LLC	0.23%	4.99K	516.65K	-590	-10.57%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.3%	7.11K	736.59K	-1.1K	-13.37%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.37%	7.76K	803.56K	7.76K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.01%	96.77K	10.18M	13.21K	+15.82%
Dec 31, 2023	US BANCORP \DE\	3.14%	100.85K	10.61M	29.17K	+40.70%
Dec 31, 2023	MORGAN STANLEY	3.58%	115.17K	12.12M	-54	-0.05%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	3.95%	127.02K	13.37M	-38.25K	-23.14%
Dec 31, 2023	DESTINATION WEALTH MANAGEMENT	4.51%	144.91K	15.25M	-16.39K	-10.16%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	4.78%	153.76K	16.18M	-34.19K	-18.19%
Dec 31, 2023	JPMORGAN CHASE & CO	8.22%	264.49K	27.83M	-271.11K	-50.62%
Dec 31, 2023	ASSETMARK, INC	30.57%	983.16K	103.46M	-95.84K	-8.88%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.1%	3.33K	350.81K	3.33K	+100.00%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.11%	3.38K	357.41K	983	+40.96%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.11%	3.46K	364.39K	-733	-17.47%
Dec 31, 2023	TOWER WEALTH PARTNERS, INC.	0.12%	3.71K	390.4K	414	+12.56%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.12%	4.01K	421.87K	-787	-16.41%
Dec 31, 2023	IGNITE PLANNERS, LLC	0.13%	4.02K	421.47K	51	+1.28%
Dec 31, 2023	CYPRESS WEALTH SERVICES, LLC	0.13%	4.15K	436.92K	-686	-14.18%
Dec 31, 2023	UBS GROUP AG	0.13%	4.17K	439.13K	32	+0.77%
Dec 31, 2023	AFFINITY CAPITAL ADVISORS, LLC	0.14%	4.46K	469.33K	-2.88K	-39.24%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	4.78K	502K	200	+4.37%
Dec 31, 2023		0.13%	4.12K	433.44K	-873	-17.49%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.16%	5.05K	531.52K	-2.5K	-33.09%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.16%	5.08K	534.46K	4.98K	+4,979.00%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.16%	5.1K	536.44K	-153	-2.91%
Dec 31, 2023	ROYAL BANK OF CANADA	0.16%	5.13K	540K	543	+11.83%
Dec 31, 2023	BARTLETT & CO. LLC	0.17%	5.58K	588K	190	+3.53%
Dec 31, 2023	BRYN MAWR CAPITAL MANAGEMENT, LLC	0.25%	8.14K	856.15K	-490	-5.68%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.26%	8.21K	864.12K	-523	-5.99%
Dec 31, 2023	WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	0.27%	8.56K	901.16K	-317	-3.57%
Dec 31, 2023	BEAUMONT CAPITAL MANAGEMENT, LLC	0.27%	8.74K	919.5K	-25.34K	-74.36%
Dec 31, 2023	HILLTOP HOLDINGS INC.	0.28%	9.14K	962.01K	937	+11.42%
Dec 31, 2023	SHEETS SMITH WEALTH MANAGEMENT	0.3%	9.7K	1.02M	9.7K	+100.00%
Dec 31, 2023	BIONDO INVESTMENT ADVISORS, LLC	0.32%	10.2K	1.07M	55	+0.54%
Dec 31, 2023	WESBANCO BANK INC	0.39%	12.45K	1.31M	0	0
Dec 31, 2023	BEIRNE WEALTH CONSULTING SERVICES, LLC	0.41%	13.13K	1.38M	4.07K	+44.96%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.41%	13.22K	1.39M	206	+1.58%
Dec 31, 2023	ASCENT GROUP, LLC	0.42%	13.61K	1.41M	226	+1.69%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.44%	14.05K	1.48M	-263	-1.84%
Dec 31, 2023	SILVER OAK SECURITIES, INCORPORATED	0.51%	16.28K	1.71M	8.08K	+98.62%
Dec 31, 2023	LPL FINANCIAL LLC	0.59%	18.94K	1.99M	-229	-1.19%
Dec 31, 2023	CSENGE ADVISORY GROUP	0.63%	20.17K	2.12M	-6.81K	-25.24%
Dec 31, 2023	COLTON GROOME FINANCIAL ADVISORS, LLC	1.01%	32.42K	3.41M	10.81K	+50.05%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.05%	33.8K	3.56M	-11.89K	-26.03%
Dec 31, 2023	AVEO CAPITAL PARTNERS, LLC	1.06%	34.13K	3.59M	-4.47K	-11.58%
Dec 31, 2023	KEYBANK NATIONAL ASSOCIATION/OH	1.07%	34.46K	3.63B	-4.77K	-12.15%
Dec 31, 2023	JANE STREET GROUP, LLC	2.03%	65.43K	6.89M	-7.11K	-9.80%

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