| Sep 30, 2025 | BEAIRD HARRIS WEALTH MANAGEMENT, LLC | 0% | 20 | 289 | 20 | +100.00% |
| Sep 30, 2025 | SALEM INVESTMENT COUNSELORS INC | 0% | 160 | 2.31K | 160 | +100.00% |
| Sep 30, 2025 | SOA WEALTH ADVISORS, LLC. | 0% | 242 | 3.5K | 242 | +100.00% |
| Sep 30, 2025 | ADVISORY SERVICES NETWORK, LLC | 0.01% | 400 | 5.78K | 400 | +100.00% |
| Sep 30, 2025 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 0.01% | 450 | 6.5K | 0 | 0 |
| Sep 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.04% | 2.82K | 40.75K | 2.82K | +100.00% |
| Sep 30, 2025 | NBC SECURITIES, INC. | 0.04% | 2.87K | 41.47K | 0 | 0 |
| Sep 30, 2025 | ANCORA ADVISORS, LLC | 0.06% | 5K | 72.25K | 0 | 0 |
| Sep 30, 2025 | COMERICA BANK | 0.14% | 11K | 158.95K | 0 | 0 |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.15% | 11.75K | 170K | -3 | -0.03% |
| Sep 30, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.15% | 12.13K | 175.34K | -11.97K | -49.65% |
| Sep 30, 2025 | SILVERLAKE WEALTH MANAGEMENT LLC | 0.18% | 14.27K | 206.22K | -4.39K | -23.51% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.23% | 18.12K | 261.83K | 770 | +4.44% |
| Sep 30, 2025 | CSS LLC/IL | 0.55% | 43.66K | 630.86K | -3.08K | -6.60% |
| Sep 30, 2025 | GAMCO INVESTORS, INC. ET AL | 0.58% | 45.59K | 658.72K | 0 | 0 |
| Sep 30, 2025 | STEPHENS INC /AR/ | 0.68% | 53.42K | 771.91K | -9.67K | -15.33% |
| Sep 30, 2025 | BECKERMAN INSTITUTIONAL, LLC | 0.73% | 57.94K | 837.29K | 16.07K | +38.37% |
| Sep 30, 2025 | | 1.11% | 88K | 1.27M | 0 | 0 |
| Sep 30, 2025 | 180 WEALTH ADVISORS, LLC | 1.39% | 110.36K | 1.59M | 5.42K | +5.16% |
| Sep 30, 2025 | SPIRE WEALTH MANAGEMENT | 0% | 40 | 578 | 0 | 0 |
| Sep 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0% | 0 | - | -14.33K | -100.00% |
| Sep 30, 2025 | FOURTH DIMENSION WEALTH, LLC | 0% | 12 | 173 | 0 | 0 |
| Sep 30, 2025 | HARBOUR INVESTMENTS, INC. | 0% | 118 | 1.7K | 2 | +1.72% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0% | 150 | 2K | 150 | +100.00% |
| Sep 30, 2025 | LARSON FINANCIAL GROUP LLC | 0% | 150 | 2.17K | 150 | +100.00% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.79% | 62.42K | 902.02K | 47 | +0.08% |
| Sep 30, 2025 | ALLWORTH FINANCIAL LP | 0% | 169 | 2.44K | 0 | 0 |
| Sep 30, 2025 | CAPSTONE INVESTMENT ADVISORS, LLC | 0.87% | 69.16K | 999.32K | 0 | 0 |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.88% | 69.69K | 1.01M | 30.8K | +79.21% |
| Sep 30, 2025 | MATISSE CAPITAL | 0.91% | 71.85K | 1.04M | 0 | 0 |
| Sep 30, 2025 | GABELLI & CO INVESTMENT ADVISERS, INC. | 1.05% | 82.71K | 1.2M | 0 | 0 |
| Sep 30, 2025 | CAPITAL ADVISORS, LTD. LLC | 0% | 68 | 1K | 1 | +1.49% |
| Sep 30, 2025 | CORNERSTONE ADVISORS, LLC | 0% | 96 | 1.39K | -7.22K | -98.69% |
| Sep 30, 2025 | ATLANTIC UNION BANKSHARES CORP | 0% | 200 | 2.89K | 200 | +100.00% |
| Sep 30, 2025 | BFSG, LLC | 0% | 260 | 3.76K | 0 | 0 |
| Sep 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0.15% | 11.6K | 167.63K | -4.52K | -28.04% |
| Sep 30, 2025 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1.67% | 131.78K | 1.9M | 13.98K | +11.87% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 1.91% | 150.95K | 2.18M | 62.72K | +71.08% |
| Sep 30, 2025 | PRIVATE MANAGEMENT GROUP INC | 3.42% | 270.56K | 3.91M | -5.83K | -2.11% |
| Sep 30, 2025 | WOLVERINE ASSET MANAGEMENT LLC | 0% | 0 | - | -64.08K | -100.00% |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0% | 36 | 520 | 0 | 0 |
| Sep 30, 2025 | UBS GROUP AG | 1.09% | 86.05K | 1.24M | -13.59K | -13.64% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 1.23% | 97.52K | 1.4M | 34.17K | +53.93% |
| Sep 30, 2025 | MORGAN STANLEY | 3.83% | 303.21K | 4.38M | -932 | -0.31% |
| Jun 30, 2025 | HARBOUR INVESTMENTS, INC. | 0% | 116 | 1.55K | 1 | +0.87% |
| Jun 30, 2025 | NBC SECURITIES, INC. | 0.03% | 2.87K | 38K | 0 | 0 |
| Jun 30, 2025 | ANCORA ADVISORS, LLC | 0.06% | 5K | 66.6K | 0 | 0 |
| Jun 30, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.29% | 24.1K | 321K | 1.14K | +4.97% |
| Jun 30, 2025 | GAMCO INVESTORS, INC. ET AL | 0.55% | 45.59K | 607.21K | -2.24K | -4.69% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0% | 36 | 480 | 0 | 0 |
| Jun 30, 2025 | SPIRE WEALTH MANAGEMENT | 0% | 40 | 533 | 40 | +100.00% |
| Jun 30, 2025 | | 1.07% | 88K | 1.17M | 0 | 0 |
| Jun 30, 2025 | ALLWORTH FINANCIAL LP | 0% | 169 | 2.25K | 0 | 0 |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.77% | 63.35K | 843.88K | -469 | -0.73% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.76% | 62.38K | 830.86K | -2.8K | -4.29% |
| Jun 30, 2025 | STEPHENS INC /AR/ | 0.76% | 63.09K | 840.35K | -4.42K | -6.55% |
| Jun 30, 2025 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0% | 0 | - | -11.23K | -100.00% |
| Jun 30, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0% | 0 | - | -22.74K | -100.00% |
| Jun 30, 2025 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 0.01% | 450 | 5.99K | 0 | 0 |
| Jun 30, 2025 | CORNERSTONE ADVISORS, LLC | 0.09% | 7.31K | 97.41K | -13.87K | -65.47% |
| Jun 30, 2025 | SILVERLAKE WEALTH MANAGEMENT LLC | 0.23% | 18.66K | 248.53K | 4.52K | +32.01% |
| Jun 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0.2% | 16.12K | 214.75K | 16.12K | +100.00% |
| Jun 30, 2025 | COMERICA BANK | 0.13% | 11K | 146.52K | 0 | 0 |
| Jun 30, 2025 | WOLVERINE ASSET MANAGEMENT LLC | 0.78% | 64.08K | 853.51K | -4.08K | -5.98% |
| Jun 30, 2025 | CAPSTONE INVESTMENT ADVISORS, LLC | 0.84% | 69.16K | 921.17K | 0 | 0 |
| Jun 30, 2025 | MATISSE CAPITAL | 0.87% | 71.85K | 957.03K | 0 | 0 |
| Jun 30, 2025 | GABELLI & CO INVESTMENT ADVISERS, INC. | 1% | 82.71K | 1.1M | 0 | 0 |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 1.07% | 88.24K | 1.18M | 1.34K | +1.54% |
| Jun 30, 2025 | UBS GROUP AG | 1.21% | 99.64K | 1.33M | -496 | -0.50% |
| Jun 30, 2025 | 180 WEALTH ADVISORS, LLC | 1.27% | 104.94K | 1.4M | 6.37K | +6.46% |
| Jun 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0% | 0 | - | -7 | -100.00% |
| Jun 30, 2025 | BFSG, LLC | 0% | 260 | 3.46K | 0 | 0 |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.14% | 11.76K | 157K | -51 | -0.43% |
| Jun 30, 2025 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1.43% | 117.8K | 1.57M | 11.75K | +11.07% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.47% | 38.89K | 517.97K | 4.94K | +14.55% |
| Jun 30, 2025 | PRIVATE MANAGEMENT GROUP INC | 3.35% | 276.39K | 3.68M | -7.49K | -2.64% |
| Jun 30, 2025 | SALEM INVESTMENT COUNSELORS INC | 0% | 0 | - | -25 | -100.00% |
| Jun 30, 2025 | FOURTH DIMENSION WEALTH, LLC | 0% | 12 | 160 | 0 | 0 |
| Jun 30, 2025 | CAPITAL ADVISORS, LTD. LLC | 0% | 67 | 1K | 1 | +1.52% |
| Jun 30, 2025 | BECKERMAN INSTITUTIONAL, LLC | 0.51% | 41.87K | 558K | 11.55K | +38.08% |
| Jun 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.17% | 14.33K | 191K | -1.69K | -10.54% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.21% | 17.35K | 231.09K | 3.01K | +20.96% |
| Jun 30, 2025 | CSS LLC/IL | 0.57% | 46.74K | 622.59K | -1.5K | -3.11% |
| Jun 30, 2025 | MORGAN STANLEY | 3.69% | 304.14K | 4.05B | -33.96K | -10.04% |
| Mar 31, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.28% | 22.74K | 272.9K | -73.01K | -76.25% |
| Mar 31, 2025 | NBC SECURITIES, INC. | 0.03% | 2.87K | 34 | 2.87K | +143,400.00% |
| Mar 31, 2025 | SALEM INVESTMENT COUNSELORS INC | 0% | 25 | 300 | 0 | 0 |
| Mar 31, 2025 | | 0% | 12 | 144 | 0 | 0 |
| Mar 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.19% | 16.01K | 192K | 0 | 0 |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.14% | 11.81K | 142K | 7 | +0.06% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.17% | 14.34K | 172.11K | 14.34K | +100.00% |
| Mar 31, 2025 | BFSG, LLC | 0% | 260 | 3.12K | 0 | 0 |
| Mar 31, 2025 | ANCORA ADVISORS, LLC | 0.06% | 5K | 60K | 0 | 0 |
| Mar 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 0% | 7 | 83 | 7 | +100.00% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 1.05% | 86.9K | 1.04M | -197.17K | -69.41% |
| Mar 31, 2025 | PRIVATE MANAGEMENT GROUP INC | 3.44% | 283.88K | 3.41M | -6.39K | -2.20% |
| Mar 31, 2025 | CAPSTONE INVESTMENT ADVISORS, LLC | 0.84% | 69.16K | 829.88K | 10K | +16.90% |
| Mar 31, 2025 | WOLVERINE ASSET MANAGEMENT LLC | 0.83% | 68.15K | 817.84K | 38.87K | +132.74% |
| Mar 31, 2025 | CSS LLC/IL | 0.58% | 48.24K | 578.9K | 0 | 0 |
| Mar 31, 2025 | COMERICA BANK | 0.13% | 11K | 132K | 0 | 0 |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0% | 36 | 432 | 0 | 0 |
| Mar 31, 2025 | WEALTHSHIELD PARTNERS, LLC | 0% | 0 | - | -12.6K | -100.00% |
| Mar 31, 2025 | MORGAN STANLEY | 4.1% | 338.1K | 4.06M | 1.54K | +0.46% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0% | 0 | - | -6.87K | -100.00% |
| Mar 31, 2025 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1.29% | 106.06K | 1.27M | 3.8K | +3.72% |
| Mar 31, 2025 | UBS GROUP AG | 1.21% | 100.14K | 1.2M | 5.16K | +5.43% |
| Mar 31, 2025 | GABELLI & CO INVESTMENT ADVISERS, INC. | 1% | 82.71K | 992.53K | 0 | 0 |
| Mar 31, 2025 | MATISSE CAPITAL | 0.87% | 71.85K | 862.19K | 71.85K | +100.00% |
| Mar 31, 2025 | STEPHENS INC /AR/ | 0.82% | 67.51K | 810.11K | -3.18K | -4.49% |
| Mar 31, 2025 | INDEPENDENT ADVISOR ALLIANCE | 0% | 0 | - | -10.09K | -100.00% |
| Mar 31, 2025 | 180 WEALTH ADVISORS, LLC | 1.19% | 98.57K | 1.18M | 6.88K | +7.50% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.79% | 65.18K | 782.12K | -6.55K | -9.13% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.77% | 63.82K | 765.89K | 10.39K | +19.44% |
| Mar 31, 2025 | GAMCO INVESTORS, INC. ET AL | 0.58% | 47.83K | 573.96K | 16.24K | +51.43% |
| Mar 31, 2025 | HARBOUR INVESTMENTS, INC. | 0% | 115 | 1.38K | 1 | +0.88% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.41% | 33.95K | 407.36K | 5.86K | +20.88% |
| Mar 31, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.28% | 22.96K | 275.5K | -2.46K | -9.67% |
| Mar 31, 2025 | CORNERSTONE ADVISORS, LLC | 0.26% | 21.18K | 254.17K | 14.7K | +227.02% |
| Mar 31, 2025 | SILVERLAKE WEALTH MANAGEMENT LLC | 0.17% | 14.13K | 169.61K | -2.69K | -15.97% |
| Mar 31, 2025 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.14% | 11.23K | 134.75K | 11.23K | +100.00% |
| Mar 31, 2025 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 0.01% | 450 | 5.4K | 0 | 0 |
| Mar 31, 2025 | ALLWORTH FINANCIAL LP | 0% | 169 | 1.99K | 0 | 0 |
| Mar 31, 2025 | CAPITAL ADVISORS, LTD. LLC | 0% | 66 | 1K | 0 | 0 |
| Mar 31, 2024 | NBC SECURITIES, INC. | 0.04% | 2.97K | 35K | 0 | 0 |
| Mar 31, 2024 | GAMCO INVESTORS, INC. ET AL | 0.37% | 31.59K | 379.66K | 0 | 0 |
| Mar 31, 2024 | COMERICA BANK | 0.12% | 10K | 120.2K | 0 | 0 |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.14% | 11.88K | 143K | 11.88K | +100.00% |
| Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.16% | 13.86K | 166.57K | 792 | +6.06% |
| Mar 31, 2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.17% | 13.96K | 167.78K | 2.64K | +23.34% |
| Mar 31, 2024 | WOLVERINE ASSET MANAGEMENT LLC | 0.21% | 17.58K | 211.35K | 17.58K | +100.00% |
| Mar 31, 2024 | CORNERSTONE ADVISORS, LLC | 0.41% | 34.69K | 416.93K | -3.79K | -9.84% |
| Mar 31, 2024 | SILVERLAKE WEALTH MANAGEMENT LLC | 0.42% | 35.22K | 423.37K | 903 | +2.63% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.49% | 41.55K | 499.43K | 14.45K | +53.34% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.6% | 50.53K | 607.39K | -27.9K | -35.57% |
| Mar 31, 2024 | 180 WEALTH ADVISORS, LLC | 0.82% | 69.7K | 837.79K | 11.02K | +18.77% |
| Mar 31, 2024 | STEPHENS INC /AR/ | 0.87% | 73.32K | 881.25K | -5.96K | -7.51% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.88% | 74.07K | 890.31K | -649 | -0.87% |
| Mar 31, 2024 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.89% | 75.34K | 905.54K | 2.08K | +2.84% |
| Mar 31, 2024 | SHAKER FINANCIAL SERVICES, LLC | 0.93% | 78.25K | 940.54K | 64.59K | +472.74% |
| Mar 31, 2024 | GABELLI & CO INVESTMENT ADVISERS, INC. | 0.98% | 82.71K | 994.19K | 0 | 0 |
| Mar 31, 2024 | UBS GROUP AG | 1% | 84.2K | 1.01M | -1.81K | -2.10% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 3.1% | 262.12K | 3.15M | -42.97K | -14.08% |
| Mar 31, 2024 | PRIVATE MANAGEMENT GROUP INC | 3.53% | 298.54K | 3.59M | 1.98K | +0.67% |
| Mar 31, 2024 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0% | 0 | - | -25.04K | -100.00% |
| Mar 31, 2024 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 0 | - | -290 | -100.00% |
| Mar 31, 2024 | FOCUSED WEALTH MANAGEMENT, INC | 0% | 0 | - | -64 | -100.00% |
| Mar 31, 2024 | ADVISORY SERVICES NETWORK, LLC | 0% | 0 | - | -400 | -100.00% |
| Mar 31, 2024 | GLOBAL RETIREMENT PARTNERS, LLC | 0% | 14 | 168 | 0 | 0 |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0% | 15 | 180 | -2.36K | -99.37% |
| Mar 31, 2024 | PRINCETON GLOBAL ASSET MANAGEMENT LLC | 0% | 26 | 313 | 26 | +100.00% |
| Mar 31, 2024 | MORGAN STANLEY | 4.07% | 343.86K | 4.13M | -5.72K | -1.64% |
| Mar 31, 2024 | ANCORA ADVISORS, LLC | 0.06% | 5K | 60.1K | 0 | 0 |
| Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.27% | 23.08K | 277.47K | -295 | -1.26% |
| Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0% | 36 | 433 | 0 | 0 |
| Mar 31, 2024 | CAPITAL ADVISORS, LTD. LLC | 0% | 66 | 1K | 0 | 0 |
| Mar 31, 2024 | ALLWORTH FINANCIAL LP | 0% | 169 | 2.03K | 0 | 0 |
| Mar 31, 2024 | THOMAS J. HERZFELD ADVISORS, INC. | 0% | 230 | 2.77K | -327 | -58.71% |
| Mar 31, 2024 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 0.01% | 450 | 5.41K | 0 | 0 |
| Mar 31, 2024 | BFSG, LLC | 0.01% | 760 | 9.14K | 0 | 0 |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.01% | 781 | 9K | -1.12K | -58.89% |
| Mar 31, 2024 | CSS LLC/IL | 0.57% | 48.24K | 579.87K | 638 | +1.34% |
| Mar 31, 2024 | GILLILAND JETER WEALTH MANAGEMENT LLC | 0.01% | 1.01K | 12.09K | 1.01K | +100.00% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.3% | 27.1K | 317.84K | -16.53K | -37.88% |
| Dec 31, 2023 | SILVERLAKE WEALTH MANAGEMENT LLC | 0.38% | 34.32K | 402.57K | 766 | +2.28% |
| Dec 31, 2023 | CORNERSTONE ADVISORS, LLC | 0.43% | 38.47K | 451.27K | 17.64K | +84.70% |
| Dec 31, 2023 | GAMCO INVESTORS, INC. ET AL | 0.35% | 31.59K | 370.5K | 0 | 0 |
| Dec 31, 2023 | CSS LLC/IL | 0.53% | 47.6K | 558.4K | 0 | 0 |
| Dec 31, 2023 | 180 WEALTH ADVISORS, LLC | 0.65% | 58.68K | 681.31K | 6.51K | +12.48% |
| Dec 31, 2023 | PRIVATE MANAGEMENT GROUP INC | 3.29% | 296.56K | 3.48M | 1.57K | +0.53% |
| Dec 31, 2023 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.81% | 73.26K | 859.33K | -2.81K | -3.69% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.83% | 74.72K | 876.45K | 5.02K | +7.21% |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.87% | 78.43K | 920.01K | -35.28K | -31.02% |
| Dec 31, 2023 | STEPHENS INC /AR/ | 0.88% | 79.27K | 929.84K | 4.97K | +6.68% |
| Dec 31, 2023 | GABELLI & CO INVESTMENT ADVISERS, INC. | 0.92% | 82.71K | 970.2K | 0 | 0 |
| Dec 31, 2023 | UBS GROUP AG | 0.95% | 86K | 1.01M | -1.2K | -1.38% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 3.38% | 305.08K | 3.58M | 39.16K | +14.73% |
| Dec 31, 2023 | MORGAN STANLEY | 3.88% | 349.58K | 4.1M | -14.83K | -4.07% |
| Dec 31, 2023 | ATLAS WEALTH LLC | 0% | 0 | - | -608.08K | -100.00% |
| Dec 31, 2023 | ARMSTRONG ADVISORY GROUP, INC | 0% | 0 | - | -60 | -100.00% |
| Dec 31, 2023 | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0% | 0 | - | -43 | -100.00% |
| Dec 31, 2023 | GRADIENT INVESTMENTS LLC | 0% | 0 | - | -400 | -100.00% |
| Dec 31, 2023 | WOLVERINE ASSET MANAGEMENT LLC | 0% | 0 | - | -10.21K | -100.00% |
| Dec 31, 2023 | AQR ARBITRAGE LLC | 0% | 0 | - | -11.16K | -100.00% |
| Dec 31, 2023 | HUNTINGTON NATIONAL BANK | 0% | 0 | - | -17 | -100.00% |
| Dec 31, 2023 | GLOBAL RETIREMENT PARTNERS, LLC | 0% | 14 | 159 | 14 | +100.00% |
| Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0% | 36 | 422 | 0 | 0 |
| Dec 31, 2023 | FOCUSED WEALTH MANAGEMENT, INC | 0% | 64 | 750 | 1 | +1.59% |
| Dec 31, 2023 | CAPITAL ADVISORS, LTD. LLC | 0% | 66 | 1K | 0 | 0 |
| Dec 31, 2023 | HARBOUR INVESTMENTS, INC. | 0% | 108 | 1.26K | 2 | +1.89% |
| Dec 31, 2023 | ALLWORTH FINANCIAL LP | 0% | 169 | 1.98K | -100 | -37.17% |
| Dec 31, 2023 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 290 | 3.4K | -2.3K | -88.79% |
| Dec 31, 2023 | ADVISORY SERVICES NETWORK, LLC | 0% | 400 | 4.69K | 400 | +100.00% |
| Dec 31, 2023 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 0.01% | 450 | 5.28K | 0 | 0 |
| Dec 31, 2023 | THOMAS J. HERZFELD ADVISORS, INC. | 0.01% | 557 | 6.53K | 0 | 0 |
| Dec 31, 2023 | BFSG, LLC | 0.01% | 760 | 8.92K | 760 | +100.00% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.02% | 1.9K | 22K | 1.9K | +100.00% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 0.03% | 2.38K | 27.87K | 2.38K | +100.00% |
| Dec 31, 2023 | NBC SECURITIES, INC. | 0.03% | 2.97K | 34K | 0 | 0 |
| Dec 31, 2023 | ANCORA ADVISORS, LLC | 0.06% | 5K | 58.65K | 0 | 0 |
| Dec 31, 2023 | COMERICA BANK | 0.11% | 10K | 117.3K | -2.57K | -20.46% |
| Dec 31, 2023 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.13% | 11.32K | 132.75K | 11.32K | +100.00% |
| Dec 31, 2023 | SHAKER FINANCIAL SERVICES, LLC | 0.15% | 13.66K | 160.26K | -32.1K | -70.15% |
| Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.26% | 23.38K | 274.24K | 63 | +0.27% |
| Dec 31, 2023 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.28% | 25.04K | 2.14M | 25.04K | +100.00% |