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

Who are the major shareholders selling iShares Global Comm Services ETF stock?

JPMORGAN CHASE & CO, in the last quarter, reduced its stake in IXP by -2.75% restricting it's holding to 18.64 thousand shares of worth nearly $2.26M. COMMONWEALTH EQUITY SERVICES, LLC also lessened -26.55% of the IXP shares from its portfolio, reducing its holding to 3.15 thousand shares of worth $381.32K. ONE CHARLES PRIVATE WEALTH SERVICES, LLC also shunned IXP shares holding by -10.93% last quarter which brought its holding to 3.33 thousand shares worth $403.18K.

Investors who are buying IXP stock?

As per its latest 13F filing, TRANSCEND CAPITAL ADVISORS, LLC increased its stake in IXP by 3.99% in the last quarter. The institutional holder raised its holding to 2.69 thousand shares having worth more than $325.68K. J.W. COLE ADVISORS, INC. also added 9.71% more shares of IXP to its portfolio, raising its holding to 2.88 thousand shares of worth $349.13K. YOUNGS ADVISORY GROUP, INC. also increased its IXP shares holding by 9.93% which brought its holding to 3.16 thousand shares worth $382.45K.

IXP's major insiders: who are they?

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

Did an insider recently sell IXP stock?

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

Which insider recently purchased IXP stock?

There have been 0 transaction(s) during the past 6-months in which iShares Global Comm Services ETF insiders have bought stock, totalling 0 shares

How much of IXP does insiders own?

Around 0 iShares Global Comm Services ETF shares are held by insiders, which represents about N/A of IXP stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in IXP?

JPMORGAN CHASE & CO is the largest institutional owner in IXP which holds 18.64 thousand shares worth $2.26M or 0.44% of the total IXP shares outstanding followed by TRANSCEND CAPITAL ADVISORS, LLC with ownership of 2.69 thousand shares representing 0.06% of the IXP ownership. J.W. COLE ADVISORS, INC. is the third largest stakeholder with 2.88 thousand shares or 0.07% of the ownership worth more than $349.13K.

Is iShares Global Comm Services 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 IXP is concerned, it is a stock which is optionable.

Is there a short position on IXP's shares?

Number of IXP 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 IXP shares are there?

As of today, null shares of IXP are outstanding.

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

IXP 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 IXP is null.

iShares Global Comm Services ETF (IXP) 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. JPMORGAN CHASE & CO is the top corporate investor, holding 18.64K shares valued at $2.26M. A 0.44% stake in iShares Global Comm Services ETF is owned by the company. TRANSCEND CAPITAL ADVISORS, LLC owns 2.69K shares valued at $325.68K, which translates its holding of 0.06% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	JPMORGAN CHASE & CO	0.44%	18.64K	2.26M	-527	-2.75%
Dec 31, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.06%	2.69K	325.68K	103	+3.99%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.07%	2.88K	349.13K	255	+9.71%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	3.15K	381.32K	-1.14K	-26.55%
Dec 31, 2025	YOUNGS ADVISORY GROUP, INC.	0.07%	3.16K	382.45K	285	+9.93%
Dec 31, 2025	ONE CHARLES PRIVATE WEALTH SERVICES, LLC	0.08%	3.33K	403.18K	-408	-10.93%
Dec 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.08%	3.33K	403.91K	0	0
Dec 31, 2025	BELVEDERE TRADING LLC	0.09%	3.8K	460.64K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.76%	32.23K	3.91M	-7.78K	-19.44%
Dec 31, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.76%	32.4K	7.98M	32.4K	+100.00%
Dec 31, 2025	ROCKLAND TRUST CO	0.85%	36.17K	4.38M	-931	-2.51%
Dec 31, 2025	CORRADO ADVISORS, LLC	0.91%	38.55K	4.67M	1.38K	+3.70%
Dec 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.92%	39.08K	4.74M	-2.41K	-5.80%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	1.18%	50.18K	6.08M	4.81K	+10.59%
Dec 31, 2025	IFP ADVISORS, INC	1.23%	52.23K	6.33M	52.06K	+30,089.60%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.45%	19.26K	2.33M	17.16K	+819.97%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.46%	19.55K	2.37M	577	+3.04%
Dec 31, 2025	UBS GROUP AG	0.5%	21.41K	2.59M	-5.28K	-19.77%
Dec 31, 2025	PARAGON ADVISORS, LLC	0.51%	21.57K	2.61M	21.57K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.52%	22.19K	2.69M	449	+2.07%
Dec 31, 2025	JOURNEY STRATEGIC WEALTH LLC	0.53%	22.59K	2.74M	-345	-1.50%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.6%	25.56K	3.1M	6.99K	+37.64%
Dec 31, 2025	HC ADVISORS, LLC	0.6%	25.65K	3.11M	-303	-1.17%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.64%	27.27K	3.31M	622	+2.33%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.99%	84.7K	10.27M	79.31K	+1,469.43%
Dec 31, 2025	PGIM CUSTOM HARVEST LLC	9.09%	386.39K	46.84M	-12.31K	-3.09%
Dec 31, 2025	MIDWEST TRUST CO	0.14%	6K	727.32K	0	0
Dec 31, 2025	MERIDIAN INVESTMENT COUNSEL INC.	0.15%	6.5K	787.93K	-200	-2.99%
Dec 31, 2025	US BANCORP \DE\	0.14%	6K	726.96K	-91	-1.49%
Dec 31, 2025	WBH ADVISORY INC	0.1%	4.12K	498.76K	8	+0.19%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	4.51K	546.42M	236	+5.53%
Dec 31, 2025	CADENT CAPITAL ADVISORS, LLC	0.11%	4.76K	576.36K	1.02K	+27.31%
Dec 31, 2025	WELL DONE, LLC	0.11%	4.84K	586.83K	0	0
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.11%	4.85K	588.36K	4.85K	+100.00%
Dec 31, 2025	BESSEMER GROUP INC	0.12%	5.14K	623K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.13%	5.34K	647K	1.32K	+32.65%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.14%	5.82K	705.62K	-311	-5.07%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.16%	6.67K	808.77K	-107	-1.58%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	7.23K	877K	-200	-2.69%
Dec 31, 2025	DESTINATION WEALTH MANAGEMENT	1.72%	72.96K	8.84M	-6.75K	-8.47%
Dec 31, 2025	BLACKROCK, INC.	2.05%	87.12K	10.56M	6.95K	+8.67%
Dec 31, 2025	LPL FINANCIAL LLC	2.07%	88.08K	10.68M	14.51K	+19.72%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.36%	100.48K	12.18M	11.84K	+13.36%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	3.62%	153.91K	18.66M	152.26K	+9,233.60%
Dec 31, 2025	MORGAN STANLEY	5.62%	238.64K	28.93M	28.61K	+13.62%
Dec 31, 2025	JANE STREET GROUP, LLC	0.19%	7.97K	966.25K	-7.94K	-49.89%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.19%	8.09K	980.88K	8.09K	+100.00%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.23%	9.7K	1.18M	-745	-7.13%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	6.93%	294.53K	35.7M	18.62K	+6.75%
Dec 31, 2025	PICTET ASSET MANAGEMENT HOLDING SA	9.06%	385.01K	46.63M	54.8K	+16.60%
Dec 31, 2025	JOHNSON INVESTMENT COUNSEL INC	0.06%	2.4K	290.93K	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	2.5K	303.05K	2.5K	+100.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.06%	2.62K	317.22K	265	+11.27%
Dec 31, 2025	CITADEL ADVISORS LLC	0.24%	10.4K	1.26M	10.4K	+100.00%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.26%	10.93K	1.32M	1.67K	+18.08%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.27%	11.29K	1.37M	0	0
Dec 31, 2025	GTS SECURITIES LLC	0.27%	11.36K	1.38M	7.75K	+214.65%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.28%	11.74K	1.42M	-4.14K	-26.06%
Dec 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.3%	12.74K	1.54M	407	+3.30%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.3%	12.84K	1.56M	2.73K	+27.02%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.31%	13.07K	1.58M	174	+1.35%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.32%	13.78K	1.67M	732	+5.61%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.35%	15.06K	1.83M	-90	-0.59%
Dec 31, 2025	HSBC HOLDINGS PLC	25.36%	1.08M	130.65M	-48.41K	-4.30%
Dec 31, 2025	SLOW CAPITAL, INC.	0.42%	17.81K	2.16M	-1.7K	-8.71%
Dec 31, 2025	CERITY PARTNERS LLC	0.43%	18.14K	2.2M	-94	-0.52%
Dec 31, 2025	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.44%	18.59K	2.25M	18.59K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.06%	2.35K	290.7K	-212	-8.27%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.06%	2.38K	293.9K	-25	-1.04%
Sep 30, 2025	JOHNSON INVESTMENT COUNSEL INC	0.06%	2.4K	296.62K	0	0
Sep 30, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.06%	2.58K	319.37K	95	+3.82%
Sep 30, 2025	MARSHALL WACE, LLP	0.06%	2.43K	300.45K	63	+2.66%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.06%	2.63K	324.45K	115	+4.58%
Sep 30, 2025	INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC	0.07%	2.79K	344.94K	301	+12.09%
Sep 30, 2025	YOUNGS ADVISORY GROUP, INC.	0.07%	2.87K	354.7K	45	+1.59%
Sep 30, 2025	ONE CHARLES PRIVATE WEALTH SERVICES, LLC	0.09%	3.73K	461.49K	-254	-6.37%
Sep 30, 2025	ROYAL BANK OF CANADA	0.09%	4.03K	497K	481	+13.56%
Sep 30, 2025	WBH ADVISORY INC	0.1%	4.11K	507.61K	-147	-3.46%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.14%	6.13K	757.85K	0	0
Sep 30, 2025	MERIDIAN INVESTMENT COUNSEL INC.	0.16%	6.7K	828.05K	0	0
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.16%	6.78K	837.76K	-102	-1.48%
Sep 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.54%	22.94K	2.83M	-870	-3.65%
Sep 30, 2025	BOOTHBAY FUND MANAGEMENT, LLC	11.64%	494.6K	119.67M	494.6K	+100.00%
Sep 30, 2025	HSBC HOLDINGS PLC	26.5%	1.13M	139.19M	425.45K	+60.71%
Sep 30, 2025	SURIENCE PRIVATE WEALTH LLC	1.6%	67.96K	8.4M	67.96K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	1.73%	73.57K	9.09M	7.44K	+11.25%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.24%	10.11K	1.25M	550	+5.76%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.25%	10.45K	1.29M	-519	-4.73%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.27%	11.29K	1.39M	0	0
Sep 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.28%	11.71K	1.45M	-3.13K	-21.07%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.29%	12.33K	1.52M	12.33K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.31%	13.05K	1.61M	324	+2.55%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.36%	15.15K	1.87M	-506	-3.23%
Sep 30, 2025	JPMORGAN CHASE & CO	0.45%	19.17K	2.37M	-6.02K	-23.89%
Sep 30, 2025	SLOW CAPITAL, INC.	0.46%	19.51K	2.41M	-1.21K	-5.85%
Sep 30, 2025	CITADEL ADVISORS LLC	0.48%	20.34K	2.51M	20.34K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.51%	21.74K	2.69M	21.74K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.63%	26.68K	3.3M	-1.34K	-4.77%
Sep 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.66%	28.18K	3.48M	12.72K	+82.32%
Sep 30, 2025	ROCKLAND TRUST CO	0.87%	37.1K	4.58M	-1.69K	-4.34%
Sep 30, 2025	CORRADO ADVISORS, LLC	0.87%	37.17K	4.59M	1.45K	+4.06%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.94%	40.01K	4.94M	9.99K	+33.27%
Sep 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.98%	41.48K	5.13M	5.23K	+14.43%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	1.07%	45.37K	5.61M	-32.26K	-41.55%
Sep 30, 2025	DESTINATION WEALTH MANAGEMENT	1.88%	79.71K	9.85M	-1.25K	-1.54%
Sep 30, 2025	BLACKROCK, INC.	1.89%	80.17K	9.91M	-1.23K	-1.51%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.09%	88.63K	10.95M	12.96K	+17.12%
Sep 30, 2025	MORGAN STANLEY	4.94%	210.04K	25.96M	15.68K	+8.07%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	6.49%	275.9K	34.1M	-19.85K	-6.71%
Sep 30, 2025	PGIM CUSTOM HARVEST LLC	9.38%	398.71K	49.28M	-480	-0.12%
Sep 30, 2025	CADENT CAPITAL ADVISORS, LLC	0.09%	3.74K	461.61K	3.74K	+100.00%
Sep 30, 2025	BELVEDERE TRADING LLC	0.09%	3.8K	469.64K	3.8K	+100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.09%	3.95K	488.43K	3.95K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.09%	3.95K	488.55K	0	0
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.3%	12.9K	1.59M	1.43K	+12.47%
Sep 30, 2025	HC ADVISORS, LLC	0.61%	25.95K	3.21M	-2.04K	-7.29%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.63%	26.65K	3.29M	-6.27K	-19.04%
Sep 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	7.77%	330.21K	40.94M	42.21K	+14.66%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	4.28K	529K	-14.53K	-77.23%
Sep 30, 2025	WELL DONE, LLC	0.11%	4.84K	598.3K	4.84K	+100.00%
Sep 30, 2025	BESSEMER GROUP INC	0.12%	5.14K	636K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	5.4K	667.02K	1.29K	+31.54%
Sep 30, 2025	MIDWEST TRUST CO	0.14%	6K	741.54K	-250	-4.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	7.43K	919K	45	+0.61%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.22%	9.26K	1.15M	2.17K	+30.54%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.37%	15.88K	1.96M	38	+0.24%
Sep 30, 2025	JANE STREET GROUP, LLC	0.37%	15.91K	1.97M	15.91K	+100.00%
Sep 30, 2025	CERITY PARTNERS LLC	0.43%	18.24K	2.25M	226	+1.25%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.44%	18.57K	2.29M	4.92K	+36.04%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.45%	18.97K	2.34M	2.98K	+18.66%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	4.27K	512.57K	-1.06K	-19.92%
Sep 30, 2025	US BANCORP \DE\	0.14%	6.09K	752.42K	-25	-0.41%
Sep 30, 2025	SAGEWORTH TRUST CO	0.04%	1.64K	203.18K	1.64K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.04%	1.65K	203.84K	1.65K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.04%	1.69K	209K	-109	-6.06%
Sep 30, 2025	NTV ASSET MANAGEMENT LLC	0.04%	1.9K	234.82K	0	0
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.04%	1.9K	234.94K	-13	-0.68%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.05%	2.28K	282.28K	-21	-0.91%
Jun 30, 2025	MONEY DESIGN CO.,LTD.	2.17%	92.14K	10.35M	-2.85K	-3.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	5.33K	599.17K	1.1K	+25.97%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.11%	4.58K	513.95K	1.07K	+30.48%
Jun 30, 2025	DESTINATION WEALTH MANAGEMENT	1.9%	80.95K	9.09M	35	+0.04%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	1.83%	77.63K	8.72M	5.77K	+8.03%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.78%	75.68K	8.5M	-1.1K	-1.43%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.27%	11.29K	1.27M	201	+1.81%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.16%	6.88K	772.83K	1	+0.01%
Jun 30, 2025	WBH ADVISORY INC	0.1%	4.25K	477.83K	1.76K	+70.30%
Jun 30, 2025	ROYAL BANK OF CANADA	0.08%	3.55K	398K	-511	-12.59%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.08%	3.33K	374.25K	0	0
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.06%	2.51K	281.95K	2.51K	+100.00%
Jun 30, 2025		0.15%	6.25K	702K	6.25K	+100.00%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.77%	32.91K	3.7M	15.83K	+92.66%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.71%	30.02K	3.37M	25.8K	+611.08%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.17%	7.09K	791.63K	2.54K	+55.93%
Jun 30, 2025	LPL FINANCIAL LLC	1.56%	66.13K	7.43M	8.53K	+14.81%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.99%	41.87K	4.7M	14.07K	+50.59%
Jun 30, 2025	ROCKLAND TRUST CO	0.91%	38.78K	4.36M	-1.34K	-3.34%
Jun 30, 2025	UBS GROUP AG	0.66%	28.02K	3.15M	-5.82K	-17.20%
Jun 30, 2025	HC ADVISORS, LLC	0.66%	27.99K	3.14M	-1.08K	-3.72%
Jun 30, 2025	JPMORGAN CHASE & CO	0.59%	25.18K	2.83M	4.4K	+21.15%
Jun 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0.56%	23.81K	2.67M	3.34K	+16.34%
Jun 30, 2025	SLOW CAPITAL, INC.	0.49%	20.72K	2.33M	-368	-1.74%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.44%	18.81K	2.11M	-174	-0.92%
Jun 30, 2025	CERITY PARTNERS LLC	0.42%	18.01K	2.02M	801	+4.65%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.37%	15.84K	1.78M	-1.25K	-7.29%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.37%	15.65K	1.76M	495	+3.27%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.26%	10.97K	1.23M	-884	-7.46%
Jun 30, 2025	ONE CHARLES PRIVATE WEALTH SERVICES, LLC	0.09%	3.99K	447.93K	204	+5.39%
Jun 30, 2025	PGIM CUSTOM HARVEST LLC	9.39%	399.19K	44.84M	80.56K	+25.28%
Jun 30, 2025	NTV ASSET MANAGEMENT LLC	0.04%	1.9K	213.41K	1.9K	+100.00%
Jun 30, 2025	CAPITAL SQUARE, LLC	0.04%	1.9K	209K	1.9K	+100.00%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.04%	1.8K	202.64K	1.8K	+100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0.02%	788	88.46K	-698	-46.97%
Jun 30, 2025	CVA FAMILY OFFICE, LLC	0.02%	700	78.62K	0	0
Jun 30, 2025	PARKSIDE FINANCIAL BANK & TRUST	0.01%	462	51.89K	462	+100.00%
Jun 30, 2025	BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC	0.01%	350	39.31K	0	0
Jun 30, 2025	NBC SECURITIES, INC.	0.01%	316	35	-12	-3.66%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0%	175	19.66K	0	0
Jun 30, 2025	WINCH ADVISORY SERVICES, LLC	0%	137	15.39K	0	0
Jun 30, 2025	RONALD BLUE TRUST, INC.	0%	130	14.64K	0	0
Jun 30, 2025	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0%	130	14.61K	130	+100.00%
Jun 30, 2025	LGT FINANCIAL ADVISORS LLC	0%	126	14.15K	0	0
Jun 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.07%	3K	336.96K	3K	+100.00%
Jun 30, 2025	YOUNGS ADVISORY GROUP, INC.	0.07%	2.83K	318K	270	+10.57%
Jun 30, 2025	TRANSCEND CAPITAL ADVISORS, LLC	0.06%	2.49K	279.6K	97	+4.06%
Jun 30, 2025	SUNBELT SECURITIES, INC.	0.06%	2.45K	236.94K	443	+22.06%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.06%	2.4K	269.91K	2.4K	+100.00%
Jun 30, 2025	JOHNSON INVESTMENT COUNSEL INC	0.06%	2.4K	269.57K	0	0
Jun 30, 2025	MARSHALL WACE, LLP	0.06%	2.37K	265.97K	-1.07K	-31.14%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.05%	2.31K	258.9K	0	0
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.05%	2.16K	20K	2.14K	+10,705.00%
Jun 30, 2025	HSBC HOLDINGS PLC	16.49%	700.75K	78.71M	700.75K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	6.96%	295.75K	33.22M	239.69K	+427.49%
Jun 30, 2025	VIVALDI CAPITAL MANAGEMENT LP	0.05%	2.14K	239.8K	2.14K	+100.00%
Jun 30, 2025	GOTHAM ASSET MANAGEMENT, LLC	0.05%	2.04K	228.8K	2.04K	+100.00%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.05%	1.91K	214.98K	1.91K	+100.00%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.85%	36.25K	4.07M	567	+1.59%
Jun 30, 2025	CORRADO ADVISORS, LLC	0.84%	35.72K	4.01M	2.4K	+7.20%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.32%	13.65K	1.53M	-2.45K	-15.23%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.3%	12.73K	1.43M	382	+3.09%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.27%	11.47K	1.3M	11.47K	+100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.22%	9.56K	1.07M	364	+3.96%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	7.39K	830K	305	+4.31%
Jun 30, 2025	MERIDIAN INVESTMENT COUNSEL INC.	0.16%	6.7K	752.54K	0	0
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.14%	6.13K	688.75K	0	0
Jun 30, 2025	US BANCORP \DE\	0.14%	6.11K	686.61K	0	0
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.41%	17.54K	1.97M	-2.06K	-10.51%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.38%	15.99K	1.8M	4.59K	+40.28%
Jun 30, 2025	GEOWEALTH MANAGEMENT, LLC	0.36%	15.46K	1.74M	15.46K	+100.00%
Jun 30, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.35%	14.84K	1.67M	28	+0.19%
Jun 30, 2025	NORTHERN TRUST CORP	0.09%	3.95K	444K	3.95K	+100.00%
Jun 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	6.78%	288K	32.16M	221.5K	+333.08%
Jun 30, 2025	MORGAN STANLEY	4.57%	194.36K	21.83M	6.3K	+3.35%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	4.1K	460.85K	-9.27K	-69.31%
Jun 30, 2025	MIDWEST TRUST CO	0.15%	6.25K	702K	6.25K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	1.92%	81.4K	9.14M	170	+0.21%
Jun 30, 2025	BESSEMER GROUP INC	0.12%	5.14K	578K	0	0
Mar 31, 2025	MONEY DESIGN CO.,LTD.	2.24%	94.99K	9.22M	5.14K	+5.72%
Mar 31, 2025	CORRADO ADVISORS, LLC	0.78%	33.33K	3.23M	-524	-1.55%
Mar 31, 2025	JANE STREET GROUP, LLC	0.71%	30.26K	2.94M	10.94K	+56.66%
Mar 31, 2025	ONE CHARLES PRIVATE WEALTH SERVICES, LLC	0.09%	3.78K	367.12K	-17	-0.45%
Mar 31, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.08%	3.51K	340.29K	-1.36K	-27.88%
Mar 31, 2025	MARSHALL WACE, LLP	0.08%	3.44K	333.65K	3.44K	+100.00%
Mar 31, 2025	HC ADVISORS, LLC	0.68%	29.07K	2.82M	-2.44K	-7.74%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	13.37K	1.3M	5.07K	+61.06%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.29%	12.34K	1.2M	-462	-3.61%
Mar 31, 2025	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.35%	14.81K	1.44M	1.07K	+7.76%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.36%	15.16K	1.47M	656	+4.52%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.38%	16.1K	1.56M	7.44K	+85.80%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.4%	17.08K	1.66M	-18.33K	-51.76%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.4%	17.09K	1.66M	-29	-0.17%
Mar 31, 2025	CERITY PARTNERS LLC	0.4%	17.21K	1.67M	0	0
Mar 31, 2025	LPL FINANCIAL LLC	1.36%	57.6K	5.59M	1.45K	+2.59%
Mar 31, 2025	PICTET ASSET MANAGEMENT HOLDING SA	1.56%	66.5K	6.45M	21.5K	+47.78%
Mar 31, 2025	US BANCORP \DE\	0.14%	6.11K	593.08K	0	0
Mar 31, 2025	SLOW CAPITAL, INC.	0.5%	21.09K	2.05M	-4.13K	-16.38%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.65%	27.81K	2.7M	27.81K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.8%	33.84K	3.28M	10.5K	+45.01%
Mar 31, 2025	ROCKLAND TRUST CO	0.94%	40.12K	3.89M	-1.29K	-3.11%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.32%	56.07K	5.44M	8.09K	+16.86%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	1.69%	71.86K	6.97M	1.92K	+2.74%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.81%	76.78K	7.45M	10.13K	+15.19%
Mar 31, 2025	DESTINATION WEALTH MANAGEMENT	1.9%	80.92K	7.85M	-3.34K	-3.97%
Mar 31, 2025	BLACKROCK, INC.	1.91%	81.23K	7.88M	1.89K	+2.38%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.45%	18.98K	1.84M	16.22K	+587.54%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.46%	19.6K	1.9M	-277	-1.39%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.16%	6.88K	667.53K	-70	-1.01%
Mar 31, 2025	MORGAN STANLEY	4.42%	188.06K	18.25M	18.05K	+10.61%
Mar 31, 2025	PGIM CUSTOM HARVEST LLC	7.5%	318.63K	30.91M	96.58K	+43.49%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	4.23K	410.88K	2	+0.05%
Mar 31, 2025	ROYAL BANK OF CANADA	0.1%	4.06K	394K	-304	-6.97%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.1%	4.22K	409.62K	184	+4.56%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.27%	11.4K	1.11M	11.4K	+100.00%
Mar 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.26%	11.08K	1.08M	-1.99K	-15.19%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.22%	9.19K	891.75K	355	+4.02%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.17%	7.08K	687K	-1.5K	-17.47%
Mar 31, 2025	CITADEL ADVISORS LLC	0.16%	6.74K	653.62K	6.74K	+100.00%
Mar 31, 2025	MERIDIAN INVESTMENT COUNSEL INC.	0.16%	6.7K	650.03K	0	0
Mar 31, 2025	FINANCIAL COUNSELORS INC	0.15%	6.25K	606.38K	0	0
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.14%	6.13K	594.93K	2.09K	+51.59%
Mar 31, 2025	FAMILY FIRM, INC.	0.13%	5.72K	554.54K	-16	-0.28%
Mar 31, 2025	BESSEMER GROUP INC	0.12%	5.14K	499K	-700	-11.98%
Mar 31, 2025	JPMORGAN CHASE & CO	0.49%	20.79K	2.02M	8.67K	+71.50%
Mar 31, 2025	JOURNEY STRATEGIC WEALTH LLC	0.48%	20.46K	1.99M	-3.91K	-16.05%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.28%	11.85K	1.15M	-1.65K	-12.21%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.11%	4.55K	441.25K	2.39K	+110.41%
Mar 31, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.84%	35.69K	3.46M	262	+0.74%
Mar 31, 2024	CITADEL ADVISORS LLC	0.54%	22.75K	1.91M	13.72K	+152.00%
Mar 31, 2024	JOURNEY STRATEGIC WEALTH LLC	0.6%	25.62K	2.16M	1.4K	+5.77%
Mar 31, 2024	PICTET ASSET MANAGEMENT HOLDING SA	2.27%	96.3K	8.12M	-132.4K	-57.89%
Mar 31, 2024	PGIM CUSTOM HARVEST LLC	3.88%	164.7K	13.86M	-23.91K	-12.68%
Mar 31, 2024	FAMILY FIRM, INC.	0.16%	6.91K	581.33K	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.19%	8.23K	692.32K	-178	-2.12%
Mar 31, 2024	CREDIT SUISSE AG/	0.08%	3.44K	289.78K	-11.62K	-77.13%
Mar 31, 2024	ONE CHARLES PRIVATE WEALTH SERVICES, LLC	0.09%	3.69K	310.65K	-156	-4.05%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.1%	4.26K	358.02K	-189	-4.25%
Mar 31, 2024	ROYAL BANK OF CANADA	0.1%	4.44K	373K	-996	-18.31%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.11%	4.54K	381.91K	1.56K	+52.21%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.11%	4.76K	400.59K	-400	-7.75%
Mar 31, 2024	BESSEMER GROUP INC	0.12%	5.14K	433K	-1.31K	-20.24%
Mar 31, 2024	US BANCORP \DE\	0.13%	5.33K	448.8K	0	0
Mar 31, 2024	FINANCIAL COUNSELORS INC	0.15%	6.25K	525.88K	0	0
Mar 31, 2024	ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC	0.15%	6.54K	550.19K	6.54K	+100.00%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.24%	10.33K	869.28K	2.48K	+31.50%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.3%	12.72K	1.07M	20	+0.16%
Mar 31, 2024	MORGAN STANLEY	3.57%	151.89K	12.78M	22.44K	+17.34%
Mar 31, 2024	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.03%	1.2K	100.76K	0	0
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0.04%	1.69K	144.33K	-206	-10.88%
Mar 31, 2024	JPMORGAN CHASE & CO	0.04%	1.8K	151.12K	734	+69.11%
Mar 31, 2024	CVA FAMILY OFFICE, LLC	0.05%	1.95K	164.07K	0	0
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.05%	2.31K	193.94K	44	+1.95%
Mar 31, 2024	JOHNSON INVESTMENT COUNSEL INC	0.06%	2.4K	201.94K	2.4K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	2.42K	204K	2.42K	+100.00%
Mar 31, 2024	SUNBELT SECURITIES, INC.	0.06%	2.47K	207.66K	696	+39.28%
Mar 31, 2024	MANDATUM LIFE INSURANCE CO LTD	0.06%	2.62K	220.45K	2.62K	+100.00%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.07%	2.79K	235.14K	2.2K	+373.51%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	3.04K	256K	3.04K	+100.00%
Mar 31, 2024	MERIDIAN INVESTMENT COUNSEL INC.	0.17%	7.1K	597.39K	0	0
Mar 31, 2024	MAI CAPITAL MANAGEMENT	0.17%	7.1K	597.53K	63	+0.90%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.19%	8K	673K	-51	-0.63%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	6K	504.84K	6K	+100.00%
Mar 31, 2024	LAIDLAW WEALTH MANAGEMENT LLC	0.35%	15.02K	1.26M	-650	-4.15%
Mar 31, 2024	RFG ADVISORY, LLC	0.37%	15.57K	1.31M	-304	-1.92%
Mar 31, 2024	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.37%	15.6K	1.31M	15.6K	+100.00%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.38%	16.15K	1.36M	-570	-3.41%
Mar 31, 2024	QUANTINNO CAPITAL MANAGEMENT LP	0.38%	16.29K	1.37M	16.29K	+100.00%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.4%	16.89K	1.42M	-6.93K	-29.09%
Mar 31, 2024	CERITY PARTNERS LLC	0.61%	25.9K	2.18M	-117	-0.45%
Mar 31, 2024	UBS GROUP AG	0.61%	26K	2.19M	-197	-0.75%
Mar 31, 2024	LPL FINANCIAL LLC	0.73%	31K	2.61M	-3.18K	-9.32%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.18%	7.56K	636K	396	+5.53%
Mar 31, 2024	HC ADVISORS, LLC	0.74%	31.59K	2.66M	2.86K	+9.96%
Mar 31, 2024	CORRADO ADVISORS, LLC	0.77%	32.61K	2.74M	-156	-0.48%
Mar 31, 2024	ROCKLAND TRUST CO	1.05%	44.56K	3.75M	-860	-1.89%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.11%	47.16K	3.97M	-235	-0.50%
Mar 31, 2024	SLOW CAPITAL, INC.	1.18%	50.16K	4.22M	114	+0.23%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	1.24%	52.66K	4.43M	2.08K	+4.11%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.35%	57.17K	4.81M	9.22K	+19.23%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	1.44%	61.13K	5.14M	-5.99K	-8.92%
Mar 31, 2024	MONEY DESIGN CO.,LTD.	1.59%	67.4K	5.67M	14.13K	+26.53%
Mar 31, 2024	JANE STREET GROUP, LLC	1.75%	74.42K	6.26M	13.76K	+22.67%
Mar 31, 2024	BLACKROCK INC.	1.79%	75.94K	6.39M	-3.35K	-4.22%
Mar 31, 2024	DESTINATION WEALTH MANAGEMENT	2.18%	92.6K	7.79M	-3.59K	-3.74%
Mar 31, 2024	PER STIRLING CAPITAL MANAGEMENT, LLC.	0.32%	13.66K	1.15M	13.66K	+100.00%
Mar 31, 2024	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	0.34%	14.56K	1.23M	-3.84K	-20.88%
Mar 31, 2024	INFRASTRUCTURE CAPITAL ADVISORS, LLC	0.35%	15K	3.15M	15K	+100.00%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.48%	20.56K	1.73M	-865	-4.04%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.23%	9.78K	131K	9.78K	+100.00%
Dec 31, 2023	CREDIT SUISSE AG/	0.35%	15.06K	1.12M	4.55K	+43.28%
Dec 31, 2023	LAIDLAW WEALTH MANAGEMENT LLC	0.37%	15.67K	1.17M	0	0
Dec 31, 2023	RFG ADVISORY, LLC	0.37%	15.87K	1.18M	15.87K	+100.00%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.39%	16.72K	1.25M	-402	-2.35%
Dec 31, 2023	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	0.43%	18.4K	1.37M	18.4K	+100.00%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.5%	21.43K	1.6M	-537	-2.44%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.56%	23.82K	1.78M	-35.05K	-59.54%
Dec 31, 2023	JOURNEY STRATEGIC WEALTH LLC	0.57%	24.22K	1.81M	-3.71K	-13.27%
Dec 31, 2023	CERITY PARTNERS LLC	0.61%	26.02K	1.94M	2.13K	+8.90%
Dec 31, 2023	UBS GROUP AG	0.62%	26.19K	1.95M	-3.9K	-12.96%
Dec 31, 2023	HC ADVISORS, LLC	0.68%	28.73K	2.14M	610	+2.17%
Dec 31, 2023	CORRADO ADVISORS, LLC	0.77%	32.76K	2.44M	184	+0.56%
Dec 31, 2023	LPL FINANCIAL LLC	0.8%	34.18K	2.55M	-961	-2.73%
Dec 31, 2023	ROCKLAND TRUST CO	1.07%	45.42K	3.39M	-1.15K	-2.47%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.12%	47.4K	3.54M	513	+1.09%
Dec 31, 2023	JANE STREET GROUP, LLC	1.43%	60.67K	4.53M	-216.37K	-78.10%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.13%	47.95K	3.58M	16.44K	+52.16%
Dec 31, 2023	SLOW CAPITAL, INC.	1.18%	50.05K	3.73M	-1.27K	-2.47%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	1.19%	50.58K	4.02M	10.08K	+24.90%
Dec 31, 2023	MONEY DESIGN CO.,LTD.	1.25%	53.27K	3.98M	9.2K	+20.88%
Dec 31, 2023	BLACKROCK INC.	1.87%	79.28K	5.92M	3.19K	+4.19%
Dec 31, 2023	DESTINATION WEALTH MANAGEMENT	2.26%	96.2K	7.18M	-5.41K	-5.32%
Dec 31, 2023	PURA VIDA INVESTMENTS, LLC	2.41%	102.5K	20.57M	102.5K	+100.00%
Dec 31, 2023	MORGAN STANLEY	3.05%	129.44K	9.66M	2.91K	+2.30%
Dec 31, 2023		0.1%	4.44K	331.6K	4.44K	+100.00%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	1.58%	67.12K	5.01M	-2.32K	-3.34%
Dec 31, 2023	NATIONAL BANK OF CANADA /FI/	0.04%	1.89K	139.78K	0	0
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.04%	1.89K	141.34K	1.89K	+100.00%
Dec 31, 2023	CVA FAMILY OFFICE, LLC	0.05%	1.95K	145.5K	1.95K	+100.00%
Dec 31, 2023	CREATIVE FINANCIAL DESIGNS INC /ADV	0.05%	2.26K	168.71K	256	+12.77%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.07%	2.98K	222.54K	-2.34K	-44.03%
Dec 31, 2023	ONE CHARLES PRIVATE WEALTH SERVICES, LLC	0.09%	3.85K	287.12K	523	+15.73%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.12%	5.16K	385.1K	144	+2.87%
Dec 31, 2023	US BANCORP \DE\	0.13%	5.33K	398K	-458	-7.91%
Dec 31, 2023	ROYAL BANK OF CANADA	0.13%	5.44K	405K	-5.21K	-48.90%
Dec 31, 2023	SUMMIT X, LLC	0.14%	5.74K	421.51K	-103	-1.76%
Dec 31, 2023	FINANCIAL COUNSELORS INC	0.15%	6.25K	466.35K	0	0
Dec 31, 2023	BESSEMER GROUP INC	0.15%	6.45K	481K	235	+3.78%
Dec 31, 2023	FAMILY FIRM, INC.	0.16%	6.91K	515.53K	-1.08K	-13.53%
Dec 31, 2023	MAI CAPITAL MANAGEMENT	0.17%	7.04K	525.2K	-219	-3.02%
Dec 31, 2023	MERIDIAN INVESTMENT COUNSEL INC.	0.17%	7.1K	529.78K	-19	-0.27%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.17%	7.16K	534K	908	+14.53%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.18%	7.86K	586.28K	-1.45K	-15.60%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.19%	8.05K	601K	-291	-3.49%
Dec 31, 2023	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.19%	8.17K	609.78K	1.78K	+27.87%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.2%	8.41K	627.24K	443	+5.56%
Dec 31, 2023	CITADEL ADVISORS LLC	0.21%	9.03K	673.71K	9.03K	+100.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.3%	12.7K	947.63K	-4.47K	-26.05%

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