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

Who are the major shareholders selling WisdomTree Interest Rate Hedged High Yield Bond Fund stock?

MOULTON WEALTH MANAGEMENT, INC, in the last quarter, reduced its stake in HYZD by -100% restricting it's holding to 0 shares of worth nearly -. COMPREHENSIVE WEALTH MANAGEMENT, LLC also lessened -100% of the HYZD shares from its portfolio, reducing its holding to 0 shares of worth -. WELLS FARGO & COMPANY/MN also shunned HYZD shares holding by -98.68% last quarter which brought its holding to 150 shares worth $3.30K.

Investors who are buying HYZD stock?

As per its latest 13F filing, LPL FINANCIAL LLC increased its stake in HYZD by 10.47% in the last quarter. The institutional holder raised its holding to 1.64 million shares having worth more than $36.02M. AMERIPRISE FINANCIAL INC also added 70.58% more shares of HYZD to its portfolio, raising its holding to 219.45 thousand shares of worth $4.83M. SMARTLEAF ASSET MANAGEMENT LLC also increased its HYZD shares holding by 4.12% which brought its holding to 758 shares worth $16.71K.

HYZD's major insiders: who are they?

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

Did an insider recently sell HYZD stock?

Company executives, directors, and other insiders own N/A percent of WisdomTree Interest Rate Hedged High Yield Bond Fund's stock. Within the last six months, there have been 0 transaction(s) in which HYZD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased HYZD stock?

There have been 0 transaction(s) during the past 6-months in which WisdomTree Interest Rate Hedged High Yield Bond Fund insiders have bought stock, totalling 0 shares

How much of HYZD does insiders own?

Around 0 WisdomTree Interest Rate Hedged High Yield Bond Fund shares are held by insiders, which represents about N/A of HYZD stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in HYZD?

MOULTON WEALTH MANAGEMENT, INC is the largest institutional owner in HYZD which holds 0 shares worth - or 0% of the total HYZD shares outstanding followed by COMPREHENSIVE WEALTH MANAGEMENT, LLC with ownership of 0 shares representing 0% of the HYZD ownership. DHJJ FINANCIAL ADVISORS, LTD. is the third largest stakeholder with 1 shares or 0% of the ownership worth more than $23.00.

Is WisdomTree Interest Rate Hedged High Yield Bond Fund 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 HYZD is concerned, it is a stock which is optionable.

Is there a short position on HYZD's shares?

Number of HYZD 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 HYZD shares are there?

As of today, null shares of HYZD are outstanding.

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

HYZD 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 HYZD is null.

WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) 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. MOULTON WEALTH MANAGEMENT, INC is the top corporate investor, holding 0 shares valued at -. A 0% stake in WisdomTree Interest Rate Hedged High Yield Bond Fund is owned by the company. COMPREHENSIVE WEALTH MANAGEMENT, LLC owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	MOULTON WEALTH MANAGEMENT, INC	0%	0	-	-12.7K	-100.00%
Mar 31, 2026	COMPREHENSIVE WEALTH MANAGEMENT, LLC	0%	0	-	-17.13K	-100.00%
Mar 31, 2026	DHJJ FINANCIAL ADVISORS, LTD.	0%	1	23	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	150	3.3K	-11.18K	-98.68%
Mar 31, 2026	LPL FINANCIAL LLC	15.36%	1.64M	36.02M	155.11K	+10.47%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	2.2%	219.45K	4.83M	90.8K	+70.58%
Mar 31, 2026	MORGAN STANLEY	6.47%	689.82K	15.18M	-20.47K	-2.88%
Mar 31, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.01%	758	16.71K	30	+4.12%
Mar 31, 2026	STEPHENS INC /AR/	0.11%	11.74K	258.46K	0	0
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.12%	12.61K	281.54K	-54.37K	-81.17%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	14.97K	329K	2.46K	+19.62%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	19.77K	435.13K	-1.41K	-6.65%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.3%	32.04K	705.1K	-798	-2.43%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.42%	44.9K	988.19K	-87.67K	-66.13%
Mar 31, 2026	EMPIRICAL ASSET MANAGEMENT, LLC	0.43%	45.57K	1M	1.58K	+3.58%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.46%	48.74K	1.07M	4.49K	+10.16%
Mar 31, 2026	MCADAM, LLC	0.46%	49.41K	1.09M	572	+1.17%
Mar 31, 2026	SBI SECURITIES CO., LTD.	0.01%	829	18.25K	30	+3.75%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.16%	16.6K	365.33K	-4.5K	-21.34%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.16%	17.17K	386.74K	-3.17K	-15.61%
Mar 31, 2026	AVESTAR CAPITAL, LLC	0.56%	60.08K	1.32M	-214	-0.35%
Mar 31, 2026	MELONE PRIVATE WEALTH, LLC	0.1%	10.96K	241.17K	155	+1.43%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.57%	60.89K	1.34M	666	+1.11%
Mar 31, 2026	ADVISORY ALPHA, LLC	0.59%	62.64K	1.38M	6.42K	+11.41%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.1%	10.65K	234K	10.65K	+100.00%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.61%	65.39K	1.44M	-1K	-1.51%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.65%	69.7K	1.53M	-652	-0.93%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.7%	74.33K	1.64M	14.45K	+24.14%
Mar 31, 2026	COLUMBIA ADVISORY PARTNERS LLC	0.84%	89.51K	1.97M	89.51K	+100.00%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.09%	9.19K	202.23K	0	0
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0.01%	933	20.48K	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	0.01%	1.38K	30K	0	0
Mar 31, 2026	JPMORGAN CHASE & CO	0.03%	2.77K	61.03K	1.12K	+68.37%
Mar 31, 2026	JCSD CAPITAL, LLC	0.03%	3.22K	70.87K	3.22K	+100.00%
Mar 31, 2026	PRIVATE TRUST CO NA	0.06%	6.92K	152.24K	0	0
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.01%	1.15K	25.22K	1.15K	+100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0.08%	8.28K	182.27K	8.28K	+100.00%
Mar 31, 2026	VERUS CAPITAL PARTNERS, LLC	0.11%	11.48K	252.64K	-38	-0.33%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	887	19.52K	0	0
Mar 31, 2026	CWM, LLC	0.11%	11.53K	253.71K	9.88K	+601.16%
Mar 31, 2026	SYSTELLIGENCE, LLC	3.33%	354.85K	7.81M	354.85K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	3.15%	335.17K	7.38M	-81.16K	-19.49%
Mar 31, 2026	B. RILEY WEALTH ADVISORS, INC.	2.56%	272.71K	6.01M	5.1K	+1.90%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.8%	191.43K	4.21M	37.56K	+24.41%
Mar 31, 2026	HHM WEALTH ADVISORS, LLC	0.02%	1.66K	36.45K	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	1.61%	171.47K	3.77M	154.23K	+894.58%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.91%	96.61K	2.13M	96.61K	+100.00%
Mar 31, 2026	HOWARD CAPITAL MANAGEMENT INC.	0.97%	102.9K	2.26M	7.98K	+8.41%
Mar 31, 2026	VICUS CAPITAL	1.21%	128.7K	2.83M	10.58K	+8.96%
Mar 31, 2026	SAVVY ADVISORS, INC.	1.51%	160.5K	3.53M	17.48K	+12.22%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	1.31%	139.17K	3.06M	9.48K	+7.31%
Mar 31, 2026	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.15%	15.71K	345.84K	-7.67K	-32.81%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	1.6%	169.96K	3.74M	10.46K	+6.56%
Mar 31, 2026	UBS GROUP AG	14.83%	1.58M	34.77M	62.48K	+4.12%
Mar 31, 2026		0.27%	28.48K	626.74K	0	0
Mar 31, 2026	OPTIMA CAPITAL LLC	0%	0	-	-157	-100.00%
Mar 31, 2026	OREGON PACIFIC WEALTH MANAGEMENT, LLC	0%	0	-	-20.17K	-100.00%
Mar 31, 2026	ELEVATION CAPITAL ADVISORY, LLC	0%	0	-	-46.8K	-100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.01%	727	15.99K	11	+1.54%
Dec 31, 2025	COMERICA BANK	0.09%	8.06K	181.55K	93	+1.17%
Dec 31, 2025	VICUS CAPITAL	1.33%	118.12K	2.66M	5.65K	+5.02%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	1.41%	129.69K	2.92M	45.84K	+54.68%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	1.44%	132.57K	2.99M	44.31K	+50.21%
Dec 31, 2025	SAVVY ADVISORS, INC.	1.61%	143.01K	3.22M	143.01K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.67%	153.88K	3.47M	-464	-0.30%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.73%	159.5K	3.59M	5.99K	+3.90%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-167	-100.00%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	933	20.99K	0	0
Dec 31, 2025	OREGON PACIFIC WEALTH MANAGEMENT, LLC	0.23%	20.17K	454.33K	-1.36K	-6.31%
Dec 31, 2025	HHM WEALTH ADVISORS, LLC	0.02%	1.66K	37.31K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.02%	1.38K	31K	-29	-2.05%
Dec 31, 2025		0.18%	16.58K	373.52K	16.58K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.19%	17.24K	388.43K	-10.48K	-37.82%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	21.18K	477.19K	1.62K	+8.27%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.22%	20.34K	458.25K	-67.53K	-76.85%
Dec 31, 2025	COMPREHENSIVE WEALTH MANAGEMENT, LLC	0.19%	17.13K	385.93K	-2.32K	-11.91%
Dec 31, 2025	MOULTON WEALTH MANAGEMENT, INC	0.14%	12.7K	1.84M	12.7K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	12.51K	282K	754	+6.41%
Dec 31, 2025	STEPHENS INC /AR/	0.13%	11.74K	264.58K	0	0
Dec 31, 2025	VERUS CAPITAL PARTNERS, LLC	0.13%	11.52K	259.47K	-21.2K	-64.80%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.12%	11.33K	255.19K	11.33K	+1,132,500.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.11%	9.72K	218.98K	9.72K	+100.00%
Dec 31, 2025	B. RILEY WEALTH ADVISORS, INC.	2.91%	267.61K	6.03M	-6.77K	-2.47%
Dec 31, 2025	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.25%	23.39K	528.43K	-4	-0.02%
Dec 31, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.48%	44K	991.33K	5.93K	+15.57%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.48%	44.24K	997K	44.24K	+100.00%
Dec 31, 2025	ELEVATION CAPITAL ADVISORY, LLC	0.53%	46.8K	1.05M	-184.93K	-79.81%
Dec 31, 2025	ADVISORY ALPHA, LLC	0.61%	56.23K	1.27M	6.09K	+12.14%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.65%	59.88K	1.35M	288	+0.48%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.66%	60.22K	1.36M	2.37K	+4.09%
Dec 31, 2025	AVESTAR CAPITAL, LLC	0.66%	60.3K	1.36M	3.99K	+7.09%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.72%	66.4K	1.5M	46.44K	+232.76%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.76%	66.99K	1.51M	1.54K	+2.35%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	4.52%	416.34K	9.38M	66.31K	+18.94%
Dec 31, 2025	MORGAN STANLEY	7.71%	710.29K	16M	-11.92K	-1.65%
Dec 31, 2025	LPL FINANCIAL LLC	16.15%	1.48M	33.38M	325.48K	+28.16%
Dec 31, 2025	UNITED ADVISOR GROUP, LLC	0%	0	-	-9.22K	-100.00%
Dec 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	0	-	-75	-100.00%
Dec 31, 2025	VALLEY NATIONAL ADVISERS INC	0%	0	-	-45	-100.00%
Dec 31, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	1	23	0	0
Dec 31, 2025	OPTIMA CAPITAL LLC	0%	157	3.54K	157	+100.00%
Dec 31, 2025	MCILRATH & ECK, LLC	0%	207	4.66K	0	0
Dec 31, 2025	FRONT ROW ADVISORS LLC	0%	440	9.91M	0	0
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.01%	728	16.4K	25	+3.56%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.01%	716	16.14M	-550	-43.44%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0.01%	799	18K	4	+0.50%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	887	19.99K	0	0
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	1.57K	35.26K	241	+18.20%
Dec 31, 2025	JPMORGAN CHASE & CO	0.02%	1.64K	37.04K	1.64K	+100.00%
Dec 31, 2025	CWM, LLC	0.02%	1.64K	37K	1.64K	+100.00%
Dec 31, 2025	UBS GROUP AG	16.48%	1.52M	34.19M	131.93K	+9.52%
Dec 31, 2025	MELONE PRIVATE WEALTH, LLC	0.12%	10.8K	243.38K	163	+1.53%
Dec 31, 2025	PRIVATE TRUST CO NA	0.08%	6.92K	155.85K	905	+15.05%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.1%	9.19K	207.01K	350	+3.96%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.23%	21.1K	475.45K	1.38K	+6.97%
Dec 31, 2025	MCADAM, LLC	0.53%	48.84K	1.1M	-1.45K	-2.88%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.77%	70.36K	1.59M	-807	-1.13%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.4%	128.65K	2.9M	52.89K	+69.82%
Dec 31, 2025	HOWARD CAPITAL MANAGEMENT INC.	1.07%	94.92K	2.14M	7.38K	+8.42%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.36%	32.83K	739.74K	-2.58K	-7.29%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.85%	154.34K	3.47M	138.07K	+848.39%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.02%	1.27K	28.46K	1.27K	+100.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	1.32K	29.76K	1.12K	+539.61%
Sep 30, 2025	PRIVATE TRUST CO NA	0.07%	6.01K	135.15K	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.11%	8.84K	198.68K	-176	-1.95%
Sep 30, 2025	MELONE PRIVATE WEALTH, LLC	0.13%	10.64K	239.17K	157	+1.50%
Sep 30, 2025	MCADAM, LLC	0.6%	50.28K	1.13M	-1.61K	-3.10%
Sep 30, 2025	AVESTAR CAPITAL, LLC	0.68%	56.31K	1.27M	1.25K	+2.26%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.69%	57.86K	1.3M	-411	-0.71%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.84%	153.52K	3.45M	5.67K	+3.83%
Sep 30, 2025	VICUS CAPITAL	1.35%	112.48K	2.53M	43.87K	+63.95%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	1.06%	88.26K	1.98M	23.45K	+36.19%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.71%	59.59K	1.34M	-27.68K	-31.72%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	1.05%	87.87K	1.98M	-1.86K	-2.07%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.78%	65.45K	1.48M	321	+0.49%
Sep 30, 2025	JANE STREET GROUP, LLC	0.33%	27.72K	623.24K	27.72K	+100.00%
Sep 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.46%	38.07K	855.81K	2.41K	+6.76%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.85%	71.16K	1.6M	-1.42K	-1.96%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.91%	75.75K	1.7M	2.53K	+3.45%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	1.01%	83.85K	1.88M	69.54K	+486.16%
Sep 30, 2025	HOWARD CAPITAL MANAGEMENT INC.	1.05%	87.54K	1.97M	49.19K	+128.24%
Sep 30, 2025	B. RILEY WEALTH ADVISORS, INC.	3.29%	274.39K	6.17M	-176.13K	-39.09%
Sep 30, 2025	ELEVATION CAPITAL ADVISORY, LLC	2.78%	231.73K	5.21M	231.73K	+100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-2.34K	-100.00%
Sep 30, 2025	WEDBUSH SECURITIES INC	0%	0	-	-38.69K	-100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	18	0	0
Sep 30, 2025	UBS GROUP AG	16.61%	1.39M	31.15M	-5.87K	-0.42%
Sep 30, 2025	COMERICA BANK	0.1%	7.97K	179.05K	106	+1.35%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.11%	9.22K	207.29K	-7.04K	-43.29%
Sep 30, 2025	OREGON PACIFIC WEALTH MANAGEMENT, LLC	0.26%	21.52K	483.84K	-24	-0.11%
Sep 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.26%	21.71K	488.11K	336	+1.57%
Sep 30, 2025	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.28%	23.39K	525.83K	-2.75K	-10.51%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	4.2%	350.03K	7.87M	15.33K	+4.58%
Sep 30, 2025	VALLEY NATIONAL ADVISERS INC	0%	45	1K	45	+100.00%
Sep 30, 2025	COMPREHENSIVE WEALTH MANAGEMENT, LLC	0.23%	19.45K	437.12K	-3.55K	-15.44%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	933	20.97K	0	0
Sep 30, 2025	FMR LLC	0%	257	5.78K	-112	-30.35%
Sep 30, 2025	LPL FINANCIAL LLC	13.86%	1.16M	25.99M	135.15K	+13.24%
Sep 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	1	23	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.42%	35.41K	796.12K	30.19K	+577.78%
Sep 30, 2025	VERUS CAPITAL PARTNERS, LLC	0.39%	32.72K	735.51K	-11	-0.03%
Sep 30, 2025	FRONT ROW ADVISORS LLC	0.01%	440	9.89K	-220	-33.33%
Sep 30, 2025	ROYAL BANK OF CANADA	0.02%	1.41K	32K	-1.71K	-54.73%
Sep 30, 2025	HHM WEALTH ADVISORS, LLC	0.02%	1.66K	37.23K	-8.67K	-83.96%
Sep 30, 2025	STEPHENS INC /AR/	0.14%	11.74K	263.98K	0	0
Sep 30, 2025	ADVISORY ALPHA, LLC	0.6%	50.14K	1.13M	3.49K	+7.48%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.24%	19.73K	443.46K	-1.68K	-7.84%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	19.95K	448.54K	-44.98K	-69.27%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	19.56K	440K	-105.16K	-84.32%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	11.76K	264K	-1.02K	-7.97%
Sep 30, 2025	MCILRATH & ECK, LLC	0%	207	4.65K	0	0
Sep 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.01%	703	15.85K	0	0
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	887	19.94K	887	+100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0.01%	795	17.87K	207	+35.20%
Sep 30, 2025	MORGAN STANLEY	8.66%	722.21K	16.24M	-5.36K	-0.74%
Jun 30, 2025	VERUS CAPITAL PARTNERS, LLC	0.42%	32.73K	732.73K	1.96K	+6.38%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-95	-100.00%
Jun 30, 2025	HCR WEALTH ADVISORS	0%	0	-	-13K	-100.00%
Jun 30, 2025	LEGACY CAPITAL WEALTH PARTNERS, LLC	0%	0	-	-14.8K	-100.00%
Jun 30, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.27%	21.38K	478.58K	-35	-0.16%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.18%	14.4K	322.9K	2.89K	+25.13%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.82%	64.94K	1.45M	4.16K	+6.84%
Jun 30, 2025	ROYAL BANK OF CANADA	0.04%	3.12K	70K	-77	-2.41%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.23%	17.78K	398.07K	-5.61K	-23.97%
Jun 30, 2025	UNITED ADVISOR GROUP, LLC	0.21%	16.26K	364.04K	-1.2K	-6.86%
Jun 30, 2025	PRIVATE TRUST CO NA	0.08%	6.01K	134.59K	0	0
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.11%	9.01K	201.82K	766	+9.29%
Jun 30, 2025	UBS GROUP AG	17.66%	1.39M	31.15M	1.48K	+0.11%
Jun 30, 2025	LPL FINANCIAL LLC	12.96%	1.02M	22.85M	3.72K	+0.37%
Jun 30, 2025	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.33%	26.14K	585.19K	-42	-0.16%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	16.27K	364.33K	-8.03K	-33.03%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.18%	14.3K	320.24K	-2.55K	-15.15%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	12.78K	286K	1.26K	+10.90%
Jun 30, 2025	MELONE PRIVATE WEALTH, LLC	0.13%	10.48K	234.17K	162	+1.57%
Jun 30, 2025	COMERICA BANK	0.1%	7.86K	175.94K	112	+1.45%
Jun 30, 2025	CHERRY TREE WEALTH MANAGEMENT, LLC	0.01%	1.12K	25.07K	-234	-17.28%
Jun 30, 2025	HHM WEALTH ADVISORS, LLC	0.13%	10.32K	231.11K	10.32K	+100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	207	4.63M	207	+100.00%
Jun 30, 2025	MCILRATH & ECK, LLC	0%	207	4.63K	0	0
Jun 30, 2025	DHJJ FINANCIAL ADVISORS, LTD.	0%	1	23	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-347	-100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-33.97K	-100.00%
Jun 30, 2025	CONTINUUM ADVISORY, LLC	0%	0	-	-51	-100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	4.25%	334.69K	7.49M	-158.18K	-32.09%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.11%	87.27K	1.95M	-27.98K	-24.28%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.93%	73.23K	1.64M	-179.37K	-71.01%
Jun 30, 2025	VICUS CAPITAL	0.87%	68.6K	1.54M	-39.53K	-36.55%
Jun 30, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.49%	38.35K	858.66K	1.91K	+5.24%
Jun 30, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.45%	35.66K	798.34K	431	+1.22%
Jun 30, 2025	COMPREHENSIVE WEALTH MANAGEMENT, LLC	0.29%	23K	514.8K	23K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.27%	21.41K	479.22K	222	+1.05%
Jun 30, 2025		0.01%	588	13.16K	73	+14.17%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.83%	65.12K	1.46M	2.53K	+4.04%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.82%	64.8K	1.45M	19.17K	+42.00%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.74%	58.27K	1.3M	21.9K	+60.20%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	5.23K	116.96K	5.23K	+100.00%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.03%	2.34K	52.43K	2.34K	+100.00%
Jun 30, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.01%	703	15.71K	0	0
Jun 30, 2025	FRONT ROW ADVISORS LLC	0.01%	660	14.78K	-440	-40.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	435	9.74K	435	+100.00%
Jun 30, 2025	FMR LLC	0%	369	8.26K	-50	-11.93%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.88%	147.85K	3.31M	7.46K	+5.31%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.58%	124.72K	2.79M	30.09K	+31.80%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	1.14%	89.73K	2.01M	-63.31K	-41.37%
Jun 30, 2025	MORGAN STANLEY	9.23%	727.57K	16.29M	-12.73K	-1.72%
Jun 30, 2025	B. RILEY WEALTH ADVISORS, INC.	5.72%	450.52K	10.09M	450.52K	+100.00%
Jun 30, 2025	AVESTAR CAPITAL, LLC	0.7%	55.06K	1.23M	-7.38K	-11.82%
Jun 30, 2025	MCADAM, LLC	0.66%	51.89K	1.16M	-2.25K	-4.16%
Jun 30, 2025	ADVISORY ALPHA, LLC	0.59%	46.65K	1.04M	1.08K	+2.37%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.49%	38.69K	866K	-10.54K	-21.42%
Jun 30, 2025	STEPHENS INC /AR/	0.15%	11.74K	262.9K	11.74K	+100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	933	20.83K	0	0
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.92%	72.58K	1.62M	-2.71K	-3.59%
Jun 30, 2025	OREGON PACIFIC WEALTH MANAGEMENT, LLC	0.27%	21.55K	482.38K	-765	-3.43%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0.01%	588	13.16K	73	+14.17%
Mar 31, 2025	ADVISORY ALPHA, LLC	0.59%	45.57K	997.56K	2.89K	+6.77%
Mar 31, 2025	PRIVATE TRUST CO NA	0.08%	6.01K	131.6K	0	0
Mar 31, 2025	COMERICA BANK	0.1%	7.75K	169.58K	7.13K	+1,145.50%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.11%	8.25K	180.55K	-550	-6.25%
Mar 31, 2025	HCR WEALTH ADVISORS	0.17%	13K	284.57K	-5K	-27.78%
Mar 31, 2025	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.19%	14.8K	323.97K	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	11.52K	252K	-784	-6.37%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0%	347	7.72K	0	0
Mar 31, 2025	MELONE PRIVATE WEALTH, LLC	0.13%	10.32K	225.91K	155	+1.52%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.15%	11.51K	251.94K	11.51K	+100.00%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.28%	21.18K	463.72K	416	+2.00%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.59%	45.64K	999K	15.65K	+52.17%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.22%	16.86K	369.02K	-29.53K	-63.66%
Mar 31, 2025	UNITED ADVISOR GROUP, LLC	0.23%	17.46K	382.18K	-4.74K	-21.37%
Mar 31, 2025	OLD MISSION CAPITAL LLC	0.3%	23.39K	511.96K	23.39K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.32%	24.3K	531.97K	433	+1.81%
Mar 31, 2025	DUNCAN WILLIAMS ASSET MANAGEMENT, LLC	0.34%	26.18K	573.1K	-56	-0.21%
Mar 31, 2025	EMPIRICAL ASSET MANAGEMENT, LLC	0.46%	35.23K	771.15K	2.99K	+9.27%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.47%	36.37K	796.18K	16.06K	+79.04%
Mar 31, 2025	HOWARD CAPITAL MANAGEMENT INC.	0.47%	36.45K	797.81K	1.75K	+5.06%
Mar 31, 2025	MCADAM, LLC	0.7%	54.14K	1.19M	-4.94K	-8.36%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.79%	60.78K	1.33M	-5.86K	-8.79%
Mar 31, 2025	AVESTAR CAPITAL, LLC	0.81%	62.44K	1.37M	1.89K	+3.12%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.81%	62.6K	1.37M	-88	-0.14%
Mar 31, 2025	VERUS CAPITAL PARTNERS, LLC	0.4%	30.77K	673.48K	464	+1.53%
Mar 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.98%	75.29K	1.65M	3.66K	+5.11%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	1.23%	94.62K	2.07M	10.83K	+12.92%
Mar 31, 2025	VICUS CAPITAL	1.4%	108.13K	2.37M	-5.92K	-5.19%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.5%	115.26K	2.52M	79.28K	+220.35%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.5%	115.63K	2.53M	105.9K	+1,087.81%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	1.82%	140.39K	3.07M	3.73K	+2.73%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	1.99%	153.04K	3.35M	52.93K	+52.88%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	3.28%	252.6K	5.53M	42.1K	+20.00%
Mar 31, 2025	FMR LLC	0.01%	419	9.18K	350	+507.25%
Mar 31, 2025	CHERRY TREE WEALTH MANAGEMENT, LLC	0.02%	1.35K	29.64K	0	0
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	6.4%	492.87K	10.79M	-3.05K	-0.62%
Mar 31, 2025	LPL FINANCIAL LLC	13.21%	1.02M	22.27M	283.71K	+38.68%
Mar 31, 2025		0.01%	515	11.27K	28	+5.75%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.64%	49.23K	1.08M	-731	-1.46%
Mar 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.01%	703	15.41K	14	+2.03%
Mar 31, 2025	MORGAN STANLEY	9.61%	740.3K	16.21M	168.87K	+29.55%
Mar 31, 2025	UBS GROUP AG	18.05%	1.39M	30.42M	6.47K	+0.47%
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0.01%	933	20.41K	0	0
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.29%	22.34K	489.07K	22.34K	+100.00%
Mar 31, 2025	FRONT ROW ADVISORS LLC	0.01%	1.1K	24.08K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.04%	3.2K	70K	785	+32.53%
Mar 31, 2025	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.28%	21.41K	468.71K	4.87K	+29.42%
Mar 31, 2025	JANE STREET GROUP, LLC	0.44%	33.97K	743.49K	-21.31K	-38.55%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.51%	39.32K	866.2K	-1.02K	-2.53%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.52%	39.74K	875K	-1.84K	-4.42%
Mar 31, 2024	EMPIRICAL ASSET MANAGEMENT, LLC	0.74%	56.69K	1.25M	-872	-1.51%
Mar 31, 2024	JANE STREET GROUP, LLC	0.87%	67.56K	1.49M	-52.76K	-43.85%
Mar 31, 2024	MCADAM, LLC	1.01%	77.43K	1.71M	-2.18K	-2.74%
Mar 31, 2024	AVESTAR CAPITAL, LLC	1.06%	81.48K	1.8M	51.69K	+173.47%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	1.21%	93.74K	2.07M	-23.41K	-19.98%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	1.37%	105.37K	2.32M	38.69K	+58.02%
Mar 31, 2024	MELONE PRIVATE WEALTH, LLC	0.13%	9.7K	213.69K	138	+1.44%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	1.26%	96.65K	2.13M	1.88K	+1.99%
Mar 31, 2024	LPL FINANCIAL LLC	6.03%	467.06K	10.29M	49.89K	+11.96%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	8.47%	656.22K	14.46M	41.94K	+6.83%
Mar 31, 2024	UBS GROUP AG	16.58%	1.28M	28.3M	146.22K	+12.84%
Mar 31, 2024	INVENIO WEALTH PARTNERS LLC	0%	0	-	-9.99K	-100.00%
Mar 31, 2024	TEAM FINANCIAL GROUP, LLC	0%	0	-	-7.45K	-100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-183	-100.00%
Mar 31, 2024	CWM, LLC	0%	0	-	-263	-100.00%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0%	0	-	-10.72K	-100.00%
Mar 31, 2024	DHJJ FINANCIAL ADVISORS, LTD.	0%	1	23	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	1	27	-3.52K	-99.97%
Mar 31, 2024	CONTINUUM ADVISORY, LLC	0%	51	1.12K	51	+100.00%
Mar 31, 2024	FMR LLC	0%	88	1.94K	4	+4.76%
Mar 31, 2024	RONALD BLUE TRUST, INC.	0%	123	2.71K	123	+100.00%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0%	191	4.21K	2	+1.06%
Mar 31, 2024	SUGARLOAF WEALTH MANAGEMENT, LLC	0%	292	6.43K	0	0
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0%	300	6.6K	300	+100.00%
Mar 31, 2024	COMERICA BANK	0.01%	787	17.34K	787	+100.00%
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.01%	917	20.19K	0	0
Mar 31, 2024	FRONT ROW ADVISORS LLC	0.01%	1.1K	24.23K	0	0
Mar 31, 2024	CHERRY TREE WEALTH MANAGEMENT, LLC	0.02%	1.35K	29.83K	0	0
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	1.58K	34.83K	0	0
Mar 31, 2024	M&R CAPITAL MANAGEMENT INC	0.03%	2K	44.06K	0	0
Mar 31, 2024	RETIREMENT GROUP, LLC	0.06%	4.98K	109.6K	4.35K	+696.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.12%	9.41K	207.19K	-1.57K	-14.31%
Mar 31, 2024	STRATEGIC BLUEPRINT, LLC	0.13%	9.74K	214.66K	9.74K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.13%	10.05K	221K	0	0
Mar 31, 2024	EUDAIMONIA ADVISORS LLC	0.14%	11.1K	244.62K	11.1K	+100.00%
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0.15%	11.44K	251.94K	0	0
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.15%	11.62K	255.97K	1.87K	+19.12%
Mar 31, 2024	OLD MISSION CAPITAL LLC	0.15%	11.66K	256.87K	-43.69K	-78.94%
Mar 31, 2024	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.15%	11.77K	259.34K	1.52K	+14.77%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	11.98K	264K	787	+7.03%
Mar 31, 2024	SMARTLEAF ASSET MANAGEMENT LLC	0.17%	12.68K	274.96M	-60.1K	-82.58%
Mar 31, 2024	OPPENHEIMER & CO INC	0.19%	14.29K	314.77K	4.4K	+44.56%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.23%	17.5K	385.48K	149	+0.86%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.23%	17.55K	386.67K	-13.94K	-44.26%
Mar 31, 2024	HCR WEALTH ADVISORS	0.23%	18K	396.54K	-3K	-14.29%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.25%	19.01K	418.7K	-1.44K	-7.05%
Mar 31, 2024	STEPHENS INC /AR/	0.25%	19.38K	426.9K	5.06K	+35.38%
Mar 31, 2024	HOWARD CAPITAL MANAGEMENT INC.	0.33%	25.59K	563.79K	25.59K	+100.00%
Mar 31, 2024	VISTA INVESTMENT MANAGEMENT	0.36%	27.58K	607.63K	-4.85K	-14.95%
Mar 31, 2024	CETERA ADVISORS LLC	0.36%	27.84K	613.4K	-5.83K	-17.30%
Mar 31, 2024	VERUS CAPITAL PARTNERS, LLC	0.43%	33.24K	732.24K	-831	-2.44%
Mar 31, 2024	AMERITAS ADVISORY SERVICES, LLC	0.49%	37.28K	821.16K	3.58K	+10.63%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.49%	37.52K	826.5K	37.52K	+100.00%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.5%	38.26K	842.85K	-55.51K	-59.20%
Mar 31, 2024	ADVISORY ALPHA, LLC	0.64%	49.25K	1.08M	1.35K	+2.82%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.66%	50.79K	1.12M	50.79K	+100.00%
Mar 31, 2024	MORGAN STANLEY	6.47%	501.54K	11.05M	-69.84K	-12.22%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	8.34%	646.15K	14.23M	20.03K	+3.20%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	8.95%	687.07K	15.14M	587.49K	+589.98%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	15.25%	1.17M	24.72M	448.49K	+62.11%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	10.13%	722.06K	15.61M	-448.49K	-38.31%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0%	189	4.09K	4	+2.16%
Dec 31, 2023	CWM, LLC	0%	263	6K	5	+1.94%
Dec 31, 2023	SUGARLOAF WEALTH MANAGEMENT, LLC	0%	292	6.31K	0	0
Dec 31, 2023	RETIREMENT GROUP, LLC	0.01%	625	13.51K	0	0
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.01%	917	19.77K	0	0
Dec 31, 2023	FRONT ROW ADVISORS LLC	0.02%	1.1K	23.78K	0	0
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	1.58K	34.17K	0	0
Dec 31, 2023	M&R CAPITAL MANAGEMENT INC	0.03%	2K	43.23K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.05%	3.53K	76.2K	-16.72K	-82.59%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.06%	3.96K	85.51K	-176	-4.26%
Dec 31, 2023	UBS GROUP AG	15.97%	1.14M	24.61M	11.97K	+1.06%
Dec 31, 2023		0.02%	1.35K	29.27K	0	0
Dec 31, 2023	MELONE PRIVATE WEALTH, LLC	0.13%	9.56K	206.69K	9.56K	+100.00%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.14%	9.75K	210.83K	9.75K	+100.00%
Dec 31, 2023	OPPENHEIMER & CO INC	0.14%	9.88K	213.64K	9.88K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.14%	10.05K	217K	-2.47K	-19.74%
Dec 31, 2023	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.14%	10.26K	221.71K	10.26K	+100.00%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.15%	10.72K	231.76K	10.72K	+100.00%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.15%	10.98K	237.23K	0	0
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	11.19K	242K	-43	-0.38%
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0.16%	11.44K	247.25K	2.4K	+26.49%
Dec 31, 2023	STEPHENS INC /AR/	0.2%	14.31K	309.4K	14.31K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.24%	17.35K	375K	-75	-0.43%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.29%	20.45K	441.96K	-1K	-4.66%
Dec 31, 2023	HCR WEALTH ADVISORS	0.29%	21K	453.92K	0	0
Dec 31, 2023	AVESTAR CAPITAL, LLC	0.42%	29.8K	644.04K	5.77K	+24.02%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.44%	31.49K	680.6K	-992	-3.05%
Dec 31, 2023	VISTA INVESTMENT MANAGEMENT	0.45%	32.43K	701K	-11.14K	-25.57%
Dec 31, 2023	CETERA ADVISORS LLC	0.47%	33.67K	727.78K	-3.38K	-9.11%
Dec 31, 2023	AMERITAS ADVISORY SERVICES, LLC	0.47%	33.69K	728.25K	-2.23K	-6.21%
Dec 31, 2023	VERUS CAPITAL PARTNERS, LLC	0.48%	34.07K	736.39K	503	+1.50%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.57%	40.34K	871.91K	-3.65K	-8.29%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.58%	41.58K	899K	-2.15K	-4.91%
Dec 31, 2023	ADVISORY ALPHA, LLC	0.67%	47.9K	1.04M	-2.01K	-4.02%
Dec 31, 2023	OLD MISSION CAPITAL LLC	0.78%	55.35K	1.2M	55.35K	+100.00%
Dec 31, 2023	EMPIRICAL ASSET MANAGEMENT, LLC	0.81%	57.56K	1.24M	-2.47K	-4.12%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.94%	66.68K	1.44M	1.13K	+1.72%
Dec 31, 2023	MCADAM, LLC	1.12%	79.61K	1.72M	-4.65K	-5.52%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	1.32%	93.76K	2.03M	-33.54K	-26.34%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	1.33%	94.76K	2.05M	16.53K	+21.13%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	1.4%	99.58K	2.15M	30.15K	+43.43%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	1.64%	117.14K	2.53M	-282.55K	-70.69%
Dec 31, 2023	JANE STREET GROUP, LLC	1.69%	120.31K	2.6M	27.14K	+29.13%
Dec 31, 2023	LPL FINANCIAL LLC	5.85%	417.17K	9.02M	168.96K	+68.07%
Dec 31, 2023	MORGAN STANLEY	8.01%	571.38K	12.35M	78.66K	+15.96%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	8.62%	614.28K	13.28M	-80.75K	-11.62%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	8.78%	626.12K	13.53M	-58.98K	-8.61%

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