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

Who are the major shareholders selling State Street SPDR Russell 1000 Yield Focus ETF stock?

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, in the last quarter, reduced its stake in ONEY by -9.29% restricting it's holding to 54.65 thousand shares of worth nearly $6.56M. HOLOS INTEGRATED WEALTH LLC also lessened -5.35% of the ONEY shares from its portfolio, reducing its holding to 43.53 thousand shares of worth $5.26M. INSIGHT ADVISORS, LLC/ PA also shunned ONEY shares holding by -1.28% last quarter which brought its holding to 4.24 thousand shares worth $509.09K.

Investors who are buying ONEY stock?

As per its latest 13F filing, WAVERLY ADVISORS, LLC increased its stake in ONEY by 7.88% in the last quarter. The institutional holder raised its holding to 65.65 thousand shares having worth more than $7.88M. MERIDIAN WEALTH MANAGEMENT, LLC also added 100% more shares of ONEY to its portfolio, raising its holding to 4.19 thousand shares of worth $502.89K. NORTHROCK PARTNERS, LLC also increased its ONEY shares holding by 100% which brought its holding to 3.96 thousand shares worth $475.52K.

ONEY's major insiders: who are they?

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

Did an insider recently sell ONEY stock?

Company executives, directors, and other insiders own N/A percent of State Street SPDR Russell 1000 Yield Focus ETF's stock. Within the last six months, there have been 0 transaction(s) in which ONEY insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased ONEY stock?

There have been 0 transaction(s) during the past 6-months in which State Street SPDR Russell 1000 Yield Focus ETF insiders have bought stock, totalling 0 shares

How much of ONEY does insiders own?

Around 0 State Street SPDR Russell 1000 Yield Focus ETF shares are held by insiders, which represents about N/A of ONEY stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in ONEY?

WAVERLY ADVISORS, LLC is the largest institutional owner in ONEY which holds 65.65 thousand shares worth $7.88M or 0.95% of the total ONEY shares outstanding followed by NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with ownership of 54.65 thousand shares representing 0.79% of the ONEY ownership. HOLOS INTEGRATED WEALTH LLC is the third largest stakeholder with 43.53 thousand shares or 0.63% of the ownership worth more than $5.26M.

Is State Street SPDR Russell 1000 Yield Focus 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 ONEY is concerned, it is a stock which is optionable.

Is there a short position on ONEY's shares?

Number of ONEY 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 ONEY shares are there?

As of today, null shares of ONEY are outstanding.

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

ONEY 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 ONEY is null.

State Street SPDR Russell 1000 Yield Focus ETF (ONEY) 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. WAVERLY ADVISORS, LLC is the top corporate investor, holding 65.65K shares valued at $7.88M. A 0.95% stake in State Street SPDR Russell 1000 Yield Focus ETF is owned by the company. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO owns 54.65K shares valued at $6.56M, which translates its holding of 0.79% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	WAVERLY ADVISORS, LLC	0.95%	65.65K	7.88M	4.8K	+7.88%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.79%	54.65K	6.56M	-5.6K	-9.29%
Mar 31, 2026	HOLOS INTEGRATED WEALTH LLC	0.63%	43.53K	5.26M	-2.46K	-5.35%
Mar 31, 2026	MERIDIAN WEALTH MANAGEMENT, LLC	0.06%	4.19K	502.89K	4.19K	+100.00%
Mar 31, 2026	NORTHROCK PARTNERS, LLC	0.06%	3.96K	475.52K	3.96K	+100.00%
Mar 31, 2026	VALMARK ADVISERS, INC.	0.05%	3.62K	434.46K	113	+3.22%
Mar 31, 2026	ALLY INVEST ADVISORS INC.	0.05%	3.17K	380.59K	125	+4.11%
Mar 31, 2026	INSIGHT ADVISORS, LLC/ PA	0.06%	4.24K	509.09K	-55	-1.28%
Mar 31, 2026	PRECEDENT WEALTH PARTNERS, LLC	0.18%	12.78K	1.53M	-63	-0.49%
Mar 31, 2026	CAPITAL ANALYSTS, LLC	0.2%	13.89K	1.67M	714	+5.42%
Mar 31, 2026	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.06%	4.35K	522.72K	666	+18.06%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.07%	4.59K	551.27K	821	+21.77%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.25%	17.39K	2.07M	3.97K	+29.63%
Mar 31, 2026	PALLAS CAPITAL ADVISORS LLC	0.46%	32.11K	3.85M	-2.77K	-7.94%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.83%	57.36K	6.89M	-3.93K	-6.41%
Mar 31, 2026	CREATIVE PLANNING	3.5%	242.77K	29.14M	-2.55K	-1.04%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	8.49%	588.45K	70.66M	-7.84K	-1.31%
Mar 31, 2026	THOROUGHBRED FINANCIAL SERVICES, LLC	0.04%	2.9K	348K	-74	-2.49%
Mar 31, 2026	BONFIRE FINANCIAL	0.15%	10.58K	1.27M	-838	-7.34%
Mar 31, 2026	FMA WEALTH MANAGEMENT, LLC	0.56%	38.46K	4.62M	203	+0.53%
Mar 31, 2026	COLLABORATIVE WEALTH MANAGMENT INC.	0.55%	37.86K	4.54M	5.53K	+17.12%
Mar 31, 2026	FAMILY INVESTMENT CENTER, INC.	0.52%	35.91K	4.31M	-155	-0.43%
Mar 31, 2026	SAVVY ADVISORS, INC.	0.44%	30.75K	3.69M	3.58K	+13.19%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.44%	30.66K	3.68M	742	+2.48%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.29%	19.77K	2.37M	-280	-1.40%
Mar 31, 2026	LEAVELL INVESTMENT MANAGEMENT, INC.	0.2%	14.17K	1.7M	-265	-1.84%
Mar 31, 2026	CRUMLY & ASSOCIATES INC.	0.2%	13.72K	1.65M	0	0
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.19%	13.19K	1.58M	-28.08K	-68.05%
Mar 31, 2026	HORIZON WEALTH MANAGEMENT, LLC	0.17%	12.04K	1.44M	325	+2.78%
Mar 31, 2026	NEWEDGE WEALTH, LLC	0.04%	2.87K	344.32K	2.87K	+100.00%
Mar 31, 2026	IVC WEALTH ADVISORS LLC	0.04%	2.86K	342.74K	0	0
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.04%	2.79K	334.64K	98	+3.64%
Mar 31, 2026	MARINER, LLC	3.13%	216.62K	26.01M	5K	+2.36%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.5%	173.54K	20.83M	-18.74K	-9.74%
Mar 31, 2026	LEBENTHAL GLOBAL ADVISORS, LLC	1.67%	115.57K	13.87M	175	+0.15%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.37%	94.84K	11.38M	12.71K	+15.47%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.23%	15.63K	1.88M	-1.55K	-9.04%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	10.66K	1.28M	-13.58K	-56.04%
Mar 31, 2026	ALASKA PERMANENT FUND CORP	23.39%	1.62M	205.48M	-369.79K	-18.58%
Mar 31, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	5.06%	350.82K	42.12M	-12.73K	-3.50%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	4.98%	345.29K	41.45M	270.98K	+364.69%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.62%	42.88K	5.15M	1.27K	+3.06%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.45%	31.34K	3.76M	7.52K	+31.57%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.27%	18.83K	2.26M	13.63K	+261.79%
Mar 31, 2026	COREFIRST BANK & TRUST	0.12%	8.24K	988.97K	-717	-8.01%
Mar 31, 2026	LPL FINANCIAL LLC	8.66%	600.01K	72.03M	-59.49K	-9.02%
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.06%	3.95K	473.84K	1.29K	+48.72%
Mar 31, 2026	BROWN, LISLE/CUMMINGS, INC.	0.07%	4.93K	591.25K	0	0
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.06%	3.9K	468.16K	0	0
Mar 31, 2026	WORLD EQUITY GROUP, INC.	0.05%	3.74K	449.35K	-21	-0.56%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.15%	10.73K	1.29M	8.4K	+361.53%
Mar 31, 2026	FIFTH THIRD SECURITIES, INC.	0.15%	10.63K	1.28M	56	+0.53%
Mar 31, 2026		0.14%	9.43K	1.13M	-40	-0.42%
Mar 31, 2026	VENTURE VISIONARY PARTNERS LLC	0.13%	8.7K	1.04M	0	0
Mar 31, 2026	ESSEX FINANCIAL SERVICES, INC.	0.11%	7.39K	887.25K	0	0
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.09%	6.54K	785.19K	1.04K	+18.91%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	6.53K	784.4K	455	+7.48%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.09%	6.37K	764.19K	2.13K	+50.18%
Mar 31, 2026	CREEKSIDE PARTNERS	0.08%	5.55K	665.77K	-206	-3.58%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.08%	5.53K	664K	5.53K	+100.00%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.63%	43.77K	4.97M	3.43K	+8.50%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.85%	58.98K	7.08M	20.49K	+53.23%
Dec 31, 2025		0.14%	9.47K	1.08M	9.47K	+100.00%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.26%	17.18K	1.97M	181	+1.06%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.37%	24.24K	2.75M	20.63K	+572.19%
Dec 31, 2025	SAVVY ADVISORS, INC.	0.41%	27.16K	3.08M	27.16K	+100.00%
Dec 31, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.49%	32.33K	3.67M	7.63K	+30.88%
Dec 31, 2025	PALLAS CAPITAL ADVISORS LLC	0.52%	34.88K	3.96M	-2.16K	-5.84%
Dec 31, 2025	FAMILY INVESTMENT CENTER, INC.	0.54%	36.06K	4.09M	-641	-1.75%
Dec 31, 2025	FMA WEALTH MANAGEMENT, LLC	0.58%	38.25K	4.34M	79	+0.21%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.63%	41.26K	4.69M	-3K	-6.78%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.06%	4K	454.69K	-18	-0.45%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.64%	41.6K	4.72M	2.96K	+7.66%
Dec 31, 2025	HOLOS INTEGRATED WEALTH LLC	0.69%	45.99K	5.29M	-12.16K	-20.92%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.92%	60.25K	6.84M	-3.82K	-5.96%
Dec 31, 2025	PORTLAND FINANCIAL ADVISORS INC	0.04%	2.78K	315.13K	0	0
Dec 31, 2025	IVC WEALTH ADVISORS LLC	0.04%	2.86K	324.22K	-45	-1.55%
Dec 31, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.05%	2.97K	337K	-84	-2.75%
Dec 31, 2025	ALLY INVEST ADVISORS INC.	0.05%	3.05K	345.83K	691	+29.35%
Dec 31, 2025	CORNERSTONE PLANNING GROUP LLC	0.05%	3.16K	376.67K	1.73K	+120.85%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.05%	3.44K	403.03K	530	+18.21%
Dec 31, 2025	VALMARK ADVISERS, INC.	0.05%	3.51K	398.15K	1.13K	+47.37%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.31%	20.05K	2.28M	-2.1K	-9.49%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.37%	23.82K	2.71M	-891	-3.61%
Dec 31, 2025	COREFIRST BANK & TRUST	0.14%	8.96K	1.02M	-1.04K	-10.44%
Dec 31, 2025	EQUITABLE HOLDINGS, INC.	0.62%	40.34K	4.58M	5.34K	+15.24%
Dec 31, 2025	CREATIVE PLANNING	3.72%	245.32K	27.86M	-4.57K	-1.83%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	9.05%	596.29K	67.73M	-645.94K	-52.00%
Dec 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.11%	7.39K	839.29K	150	+2.07%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.04%	2.69K	305.43K	54	+2.05%
Dec 31, 2025	XML FINANCIAL, LLC	0.04%	2.73K	310.05K	207	+8.20%
Dec 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.04%	2.8K	318.43K	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.94%	61.29K	6.96M	4.33K	+7.60%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	1.12%	74.31K	8.44M	2.37K	+3.29%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.26%	82.13K	9.33M	11.87K	+16.90%
Dec 31, 2025	LEBENTHAL GLOBAL ADVISORS, LLC	1.74%	115.39K	13.1M	236	+0.20%
Dec 31, 2025	MOULTON WEALTH MANAGEMENT, INC	2.98%	198.52K	8.2M	198.52K	+100.00%
Dec 31, 2025	MARINER, LLC	3.21%	211.62K	24.03M	3.37K	+1.62%
Dec 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	5.56%	363.54K	41.28M	99.75K	+37.82%
Dec 31, 2025	LPL FINANCIAL LLC	10.08%	659.51K	74.89M	26.01K	+4.11%
Dec 31, 2025	ALASKA PERMANENT FUND CORP	30.42%	1.99M	237.8M	-430.64K	-17.79%
Dec 31, 2025	VENTURE VISIONARY PARTNERS LLC	0.13%	8.7K	987.53K	0	0
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.07%	4.82K	547.85K	-5.16K	-51.69%
Dec 31, 2025	HRT FINANCIAL LP	0.09%	5.67K	644K	5.67K	+100.00%
Dec 31, 2025	CREEKSIDE PARTNERS	0.09%	5.75K	653.22K	47	+0.82%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	6.08K	690.32K	-10.67K	-63.71%
Dec 31, 2025	CONSTANT GUIDANCE FINANCIAL LLC	0.1%	6.49K	535.59K	6.49K	+100.00%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.1%	6.61K	750.07K	6.61K	+100.00%
Dec 31, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.22%	14.43K	1.64M	-1.45K	-9.15%
Dec 31, 2025	FIFTH THIRD SECURITIES, INC.	0.16%	10.57K	1.2M	120	+1.15%
Dec 31, 2025	WORLD EQUITY GROUP, INC.	0.06%	3.76K	427.44K	163	+4.53%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.06%	3.77K	428.24K	-33	-0.87%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.06%	3.9K	442.89M	-105	-2.62%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.07%	4.24K	481.43K	558	+15.16%
Dec 31, 2025	INSIGHT ADVISORS, LLC/ PA	0.07%	4.3K	487.91K	50	+1.18%
Dec 31, 2025	BROWN, LISLE/CUMMINGS, INC.	0.07%	4.93K	559.29K	-1.88K	-27.63%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	5.21K	591.09K	2.69K	+107.29%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.08%	5.5K	624.58K	1.43K	+35.17%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.46%	29.92K	3.4M	-86	-0.29%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.59%	38.49K	4.37M	2.15K	+5.90%
Dec 31, 2025	WAVERLY ADVISORS, LLC	0.93%	60.86K	6.91M	60.86K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.92%	192.27K	21.83M	-4.04K	-2.06%
Dec 31, 2025	CAPITAL ANALYSTS, LLC	0.2%	13.18K	1.5M	1.32K	+11.13%
Dec 31, 2025	BONFIRE FINANCIAL	0.17%	11.42K	1.3M	-1.37K	-10.74%
Dec 31, 2025	HORIZON WEALTH MANAGEMENT, LLC	0.18%	11.71K	1.33M	638	+5.76%
Dec 31, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.19%	12.85K	1.46M	217	+1.72%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.2%	13.41K	1.52M	86	+0.65%
Dec 31, 2025	CRUMLY & ASSOCIATES INC.	0.21%	13.72K	1.56M	0	0
Sep 30, 2025	ALASKA PERMANENT FUND CORP	30.81%	2.42M	270.01M	0	0
Sep 30, 2025	VENTURE VISIONARY PARTNERS LLC	0.11%	8.7K	984.03K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.13%	9.99K	1.13M	-695	-6.51%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.45%	35.01K	3.96M	3.05K	+9.53%
Sep 30, 2025	FAMILY INVESTMENT CENTER, INC.	0.47%	36.7K	4.15M	27	+0.07%
Sep 30, 2025	PALLAS CAPITAL ADVISORS LLC	0.47%	37.04K	4.19M	-276	-0.74%
Sep 30, 2025	FMA WEALTH MANAGEMENT, LLC	0.49%	38.17K	4.32M	580	+1.54%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	2.91K	329.84K	199	+7.34%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.46%	36.35K	4.11M	11.82K	+48.18%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.05%	4.02K	455.09K	-103	-2.50%
Sep 30, 2025	IVC WEALTH ADVISORS LLC	0.04%	2.9K	328.16K	0	0
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.04%	2.8K	317.3K	0	0
Sep 30, 2025	PORTLAND FINANCIAL ADVISORS INC	0.04%	2.78K	314.02K	0	0
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.03%	2.72K	308.13K	6	+0.22%
Sep 30, 2025	LPL FINANCIAL LLC	8.06%	633.5K	71.69M	17.53K	+2.85%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.38%	30.01K	3.43M	13.9K	+86.25%
Sep 30, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.31%	24.7K	2.79M	567	+2.35%
Sep 30, 2025	BROWN, LISLE/CUMMINGS, INC.	0.09%	6.81K	770.05K	0	0
Sep 30, 2025	INSIGHT ADVISORS, LLC/ PA	0.05%	4.25K	480.5K	68	+1.63%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.05%	4.07K	460.41K	1.17K	+40.17%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.05%	4.01K	453.2K	3.95K	+7,181.82%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.05%	3.8K	430.46K	917	+31.76%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	3.61K	408.05K	-9.71K	-72.92%
Sep 30, 2025	WORLD EQUITY GROUP, INC.	0.05%	3.6K	407.48K	188	+5.51%
Sep 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.04%	3.41K	386.03K	-138	-3.89%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.72%	56.97K	6.45M	3.93K	+7.42%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.31%	24.71K	2.8M	636	+2.64%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.28%	22.15K	2.51M	5.35K	+31.87%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.21%	16.75K	1.9M	-242	-1.42%
Sep 30, 2025	BONFIRE FINANCIAL	0.16%	12.79K	1.45M	-2.02K	-13.65%
Sep 30, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.16%	12.63K	1.43M	2.24K	+21.50%
Sep 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.09%	7.24K	819.35K	0	0
Sep 30, 2025	LEBENTHAL GLOBAL ADVISORS, LLC	1.47%	115.16K	13.03M	1.73K	+1.52%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.92%	71.94K	8.14M	6.08K	+9.24%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.89%	70.26K	7.95M	12.48K	+21.60%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.82%	64.07K	7.25M	6.04K	+10.41%
Sep 30, 2025	HOLOS INTEGRATED WEALTH LLC	0.74%	58.15K	6.37M	419	+0.73%
Sep 30, 2025	MERIWETHER WEALTH & PLANNING, LLC	0.03%	2.29K	258.57K	-772	-25.25%
Sep 30, 2025	LUTZ FINANCIAL SERVICES LLC	0.03%	2.3K	259.7K	0	0
Sep 30, 2025	CAP PARTNERS, LLC	0.03%	2.32K	263.03K	35	+1.53%
Sep 30, 2025	ALLY INVEST ADVISORS INC.	0.03%	2.35K	266.42K	41	+1.77%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.03%	2.38K	269.21K	-45	-1.86%
Sep 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.03%	2.4K	271.47K	0	0
Sep 30, 2025	XML FINANCIAL, LLC	0.03%	2.52K	285.5K	-12	-0.47%
Sep 30, 2025	ANGELES WEALTH MANAGEMENT, LLC	0.03%	2.62K	296.02K	0	0
Sep 30, 2025	MCADAM, LLC	0.03%	2.62K	296.51K	-145	-5.24%
Sep 30, 2025	FINANCIAL PARTNERS GROUP, INC	0.03%	2.63K	297.52K	0	0
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.03%	2.64K	298.25K	33	+1.27%
Sep 30, 2025	COREFIRST BANK & TRUST	0.13%	10K	1.13M	-1.06K	-9.58%
Sep 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.04%	3.06K	346K	-1.2K	-28.22%
Sep 30, 2025	CREEKSIDE PARTNERS	0.07%	5.71K	645.57K	44	+0.78%
Sep 30, 2025	FIFTH THIRD SECURITIES, INC.	0.13%	10.45K	1.18M	-39	-0.37%
Sep 30, 2025	HORIZON WEALTH MANAGEMENT, LLC	0.14%	11.07K	1.25M	1.3K	+13.35%
Sep 30, 2025	CAPITAL ANALYSTS, LLC	0.15%	11.86K	1.34M	1.05K	+9.67%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.17%	13.33K	1.51M	3.82K	+40.23%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.05%	3.68K	416.52K	1.03K	+38.80%
Sep 30, 2025	CRUMLY & ASSOCIATES INC.	0.17%	13.72K	1.55M	0	0
Sep 30, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.2%	15.88K	1.8M	-1.26K	-7.35%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.22%	17K	1.92M	17K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	3.18%	249.89K	28.28M	-1.44K	-0.57%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.49%	38.64K	4.37M	1.74K	+4.71%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.56%	44.27K	5.01M	-296	-0.66%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.5%	196.31K	22.21M	4.79K	+2.50%
Sep 30, 2025	MARINER, LLC	2.65%	208.25K	23.57M	19.85K	+10.53%
Sep 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	3.36%	263.79K	29.85M	11.34K	+4.49%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	15.81%	1.24M	140.53M	-27.88K	-2.20%
Jun 30, 2025	WORLD EQUITY GROUP, INC.	0.05%	3.41K	369.52K	97	+2.93%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.88%	65.86K	7.13M	2.26K	+3.55%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.77%	57.78K	6.26M	7.35K	+14.57%
Jun 30, 2025	FAMILY INVESTMENT CENTER, INC.	0.49%	36.67K	3.97M	975	+2.73%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.43%	31.96K	3.46M	4.74K	+17.43%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.33%	24.53K	2.66M	-1.13K	-4.39%
Jun 30, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.32%	24.13K	2.61M	1.65K	+7.35%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.32%	24.08K	2.61M	-43	-0.18%
Jun 30, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.23%	17.14K	1.86M	145	+0.85%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	16.99K	1.84M	259	+1.55%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.21%	16.11K	1.74M	899	+5.91%
Jun 30, 2025	HORIZON WEALTH MANAGEMENT, LLC	0.13%	9.77K	1.06M	-2.19K	-18.29%
Jun 30, 2025	CRUMLY & ASSOCIATES INC.	0.18%	13.72K	1.49M	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	13.32K	1.44M	13.32K	+100.00%
Jun 30, 2025	LEBENTHAL GLOBAL ADVISORS, LLC	1.51%	113.43K	12.28M	-1.13K	-0.99%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.71%	53.03K	5.74M	2.27K	+4.48%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.59%	44.56K	4.82M	-2.69K	-5.70%
Jun 30, 2025	FMA WEALTH MANAGEMENT, LLC	0.5%	37.59K	4.07M	858	+2.34%
Jun 30, 2025	PALLAS CAPITAL ADVISORS LLC	0.5%	37.32K	4.04M	1.33K	+3.69%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.22%	16.8K	1.82M	-1.83K	-9.82%
Jun 30, 2025	COREFIRST BANK & TRUST	0.15%	11.06K	1.2M	264	+2.45%
Jun 30, 2025	CAPITAL ANALYSTS, LLC	0.14%	10.81K	1.17M	2.21K	+25.62%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.14%	10.68K	1.16M	10.68K	+100.00%
Jun 30, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.14%	10.4K	1.13M	-2.04K	-16.43%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.13%	9.5K	1.02M	2.11K	+28.60%
Jun 30, 2025	VENTURE VISIONARY PARTNERS LLC	0.12%	8.7K	941.49K	0	0
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.11%	8.19K	886.77K	-129	-1.55%
Jun 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.1%	7.39K	799.88K	-2.17K	-22.70%
Jun 30, 2025	ESSEX FINANCIAL SERVICES, INC.	0.1%	7.24K	783.93K	-285	-3.79%
Jun 30, 2025	BROWN, LISLE/CUMMINGS, INC.	0.09%	6.81K	736.76K	0	0
Jun 30, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.08%	5.9K	639.1K	-175	-2.88%
Jun 30, 2025	FIFTH THIRD SECURITIES, INC.	0.14%	10.49K	1.14M	1.53K	+17.08%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.49%	36.9K	4M	1.87K	+5.35%
Jun 30, 2025	CREEKSIDE PARTNERS	0.08%	5.66K	612.86K	48	+0.86%
Jun 30, 2025	THOROUGHBRED FINANCIAL SERVICES, LLC	0.06%	4.26K	461K	1.73K	+68.51%
Jun 30, 2025	INSIGHT ADVISORS, LLC/ PA	0.06%	4.18K	452.34K	-253	-5.71%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.05%	4.13K	446.65K	-163	-3.80%
Jun 30, 2025	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.05%	3.55K	384.26K	107	+3.11%
Jun 30, 2025		0.04%	3.06K	330.97K	-11	-0.36%
Jun 30, 2025	JANE STREET GROUP, LLC	0.04%	3K	325.02K	524	+21.15%
Jun 30, 2025	ALASKA PERMANENT FUND CORP	32.22%	2.42M	266.18M	0	0
Jun 30, 2025	AMERIPRISE FINANCIAL INC	16.9%	1.27M	137.04M	104K	+8.92%
Jun 30, 2025	LPL FINANCIAL LLC	8.2%	615.97K	66.69M	7.31K	+1.20%
Jun 30, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	3.36%	252.45K	27.33M	-168.67K	-40.05%
Jun 30, 2025	CREATIVE PLANNING	3.34%	251.33K	27.21M	-2.98K	-1.17%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.55%	191.52K	20.74M	-12.27K	-6.02%
Jun 30, 2025	MARINER, LLC	2.51%	188.41K	20.4M	15.22K	+8.79%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.77%	58.03K	6.28M	-1.22K	-2.07%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.24%	17.88K	1.94B	17.88K	+100.00%
Jun 30, 2025	HOLOS INTEGRATED WEALTH LLC	0.77%	57.73K	6.38M	351	+0.61%
Jun 30, 2025	BONFIRE FINANCIAL	0.2%	14.81K	1.6M	-195	-1.30%
Jun 30, 2025	MERIWETHER WEALTH & PLANNING, LLC	0.04%	3.06K	330.97K	-11	-0.36%
Mar 31, 2025	PALLAS CAPITAL ADVISORS LLC	0.5%	35.99K	3.93M	-254	-0.70%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.71%	50.43K	5.51M	-1.04K	-2.01%
Mar 31, 2025	MARINER, LLC	2.42%	173.18K	18.92M	11.07K	+6.83%
Mar 31, 2025	LPL FINANCIAL LLC	8.51%	608.66K	66.49M	-10.59K	-1.71%
Mar 31, 2025	ESSEX FINANCIAL SERVICES, INC.	0.11%	7.53K	822.08K	0	0
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.12%	8.32K	908.86K	-246	-2.87%
Mar 31, 2025	CAPITAL ANALYSTS, LLC	0.12%	8.61K	940K	187	+2.22%
Mar 31, 2025	FMA WEALTH MANAGEMENT, LLC	0.51%	36.74K	4.13M	206	+0.56%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.66%	47.26K	5.16M	1.04K	+2.26%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.1%	7.39K	799.37K	2.05K	+38.37%
Mar 31, 2025	INDIE ASSET PARTNERS, LLC	0.06%	4.23K	461.79K	-93	-2.15%
Mar 31, 2025	INSIGHT ADVISORS, LLC/ PA	0.06%	4.43K	484.01K	-1.36K	-23.52%
Mar 31, 2025	CRUMLY & ASSOCIATES INC.	0.19%	13.72K	1.5M	-201	-1.44%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.21%	15.21K	1.66M	780	+5.40%
Mar 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	5.89%	421.12K	46M	353.78K	+525.37%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	16.31%	1.17M	127.43M	394.96K	+51.22%
Mar 31, 2025	ALASKA PERMANENT FUND CORP	33.86%	2.42M	252.11M	0	0
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.06%	4.29K	468.45K	-119	-2.70%
Mar 31, 2025	RFG ADVISORY, LLC	0.07%	4.95K	541.06K	364	+7.93%
Mar 31, 2025	MAYFAIR ADVISORY GROUP, LLC	0.09%	6.17K	674.39K	3.9K	+171.98%
Mar 31, 2025	VENTURE VISIONARY PARTNERS LLC	0.12%	8.7K	949.93K	131	+1.53%
Mar 31, 2025	FIFTH THIRD SECURITIES, INC.	0.13%	8.96K	978.99K	0	0
Mar 31, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.13%	9.56K	1.04M	-369	-3.72%
Mar 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.17%	11.85K	1.29M	652	+5.83%
Mar 31, 2025	CAPITAL ASSET ADVISORY SERVICES LLC	0.17%	11.87K	1.31M	612	+5.43%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.34%	24.12K	2.63M	2.03K	+9.17%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.36%	25.65K	2.8M	-10.8K	-29.63%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.71%	50.76K	5.54M	35.38K	+230.08%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.83%	59.25K	6.47M	3.15K	+5.61%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.89%	63.6K	6.95M	15.21K	+31.42%
Mar 31, 2025	CREEKSIDE PARTNERS	0.08%	5.61K	613.2K	-185	-3.19%
Mar 31, 2025	LEBENTHAL GLOBAL ADVISORS, LLC	1.6%	114.56K	12.51M	3.24K	+2.91%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.85%	203.79K	22.26M	-1.52K	-0.74%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.07%	4.81K	525.87K	274	+6.04%
Mar 31, 2025		0.21%	15.01K	1.64M	-1.8K	-10.73%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	16.74K	1.83M	-126	-0.75%
Mar 31, 2025	LEAVELL INVESTMENT MANAGEMENT, INC.	0.24%	17K	1.86M	500	+3.03%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.26%	18.63K	2.03M	-1.27K	-6.36%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.38%	27.22K	2.97M	4.11K	+17.80%
Mar 31, 2025	CREATIVE PLANNING	3.56%	254.3K	27.78M	-2.67K	-1.04%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.49%	35.03K	3.83M	5.29K	+17.78%
Mar 31, 2025	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.09%	6.08K	663.94K	-90	-1.46%
Mar 31, 2025	BROWN, LISLE/CUMMINGS, INC.	0.1%	6.81K	743.36K	0	0
Mar 31, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.11%	7.88K	860.42K	7.88K	+100.00%
Mar 31, 2025	COREFIRST BANK & TRUST	0.15%	10.79K	1.18M	158	+1.49%
Mar 31, 2025	HORIZON WEALTH MANAGEMENT, LLC	0.17%	11.95K	1.31M	-1.73K	-12.64%
Mar 31, 2025	PRECEDENT WEALTH PARTNERS, LLC	0.17%	12.44K	1.36M	5.17K	+71.15%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.19%	13.26K	1.53M	0	0
Mar 31, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.31%	22.48K	2.46M	781	+3.60%
Mar 31, 2025	FAMILY INVESTMENT CENTER, INC.	0.5%	35.7K	3.9M	552	+1.57%
Mar 31, 2024	HORIZON WEALTH MANAGEMENT, LLC	0.14%	10.63K	1.16M	884	+9.07%
Mar 31, 2024	CRUMLY & ASSOCIATES INC.	0.27%	19.95K	2.17M	-1.27K	-5.97%
Mar 31, 2024	ASPIRE WEALTH MANAGEMENT CORP	0.33%	24.46K	2.66M	-23.37K	-48.86%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.71%	56.88K	6.18M	-15.35K	-21.26%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	2.12%	170.19K	18.49M	9.99K	+6.24%
Mar 31, 2024	CREATIVE PLANNING	3.07%	246.48K	26.78M	14.8K	+6.39%
Mar 31, 2024	LPL FINANCIAL LLC	7.45%	598.14K	64.99M	-4.28K	-0.71%
Mar 31, 2024	ALASKA PERMANENT FUND CORP	44.66%	3.31M	359.96M	0	0
Mar 31, 2024	INSIGHT ADVISORS, LLC/ PA	0.08%	5.67K	615.98K	508	+9.84%
Mar 31, 2024	VENTURE VISIONARY PARTNERS LLC	0.06%	4.33K	470.6K	0	0
Mar 31, 2024	RFG ADVISORY, LLC	0.07%	4.93K	535.16K	226	+4.81%
Mar 31, 2024	FIFTH THIRD SECURITIES, INC.	0.1%	7.35K	798.52K	156	+2.17%
Mar 31, 2024	BROWN, LISLE/CUMMINGS, INC.	0.1%	7.39K	802.65K	0	0
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.1%	7.76K	844K	-9.59K	-55.25%
Mar 31, 2024	STRATEGIC FINANCIAL CONCEPTS, LLC	0.11%	8.19K	890.34K	8.19K	+100.00%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.11%	8.44K	917.4K	1.21K	+16.73%
Mar 31, 2024	CAPITAL ASSET ADVISORY SERVICES LLC	0.12%	8.75K	938.86K	789	+9.91%
Mar 31, 2024	AXXCESS WEALTH MANAGEMENT, LLC	0.12%	8.77K	952.55K	808	+10.15%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.12%	8.92K	969.42K	828	+10.23%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.12%	9K	977.76K	-257	-2.78%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.12%	9.78K	1.06M	-87	-0.88%
Mar 31, 2024	FMA WEALTH MANAGEMENT, LLC	0.14%	10.51K	1.14M	2.99K	+39.70%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.18%	13.28K	1.44M	-732	-5.22%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	14.79K	1.61M	11.35K	+330.70%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.19%	14.11K	1.53M	245	+1.77%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.2%	16.1K	1.75M	16.1K	+100.00%
Mar 31, 2024	KINGSVIEW WEALTH MANAGEMENT, LLC	0.2%	14.94K	1.62M	3.42K	+29.67%
Mar 31, 2024	LEAVELL INVESTMENT MANAGEMENT, INC.	0.21%	15.49K	1.68M	274	+1.80%
Mar 31, 2024	CITADEL ADVISORS LLC	0.21%	17.13K	1.86M	17.13K	+100.00%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.29%	21.18K	2.3M	345	+1.66%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.29%	21.44K	2.33M	-38.74K	-64.37%
Mar 31, 2024	COLLABORATIVE WEALTH MANAGMENT INC.	0.29%	21.79K	2.37M	1.29K	+6.29%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.31%	22.85K	2.48M	22.85K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.32%	24.02K	2.61M	16.93K	+239.05%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	0.33%	24.58K	2.67M	-845	-3.32%
Mar 31, 2024	FAMILY INVESTMENT CENTER, INC.	0.44%	32.5K	3.53M	32.5K	+100.00%
Mar 31, 2024	PALLAS CAPITAL ADVISORS LLC	0.46%	33.97K	3.69M	33.97K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.48%	38.4K	4.17M	4.34K	+12.74%
Mar 31, 2024	ARKADIOS WEALTH ADVISORS	0.66%	49.09K	5.33M	-1.16K	-2.30%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.76%	56.13K	6.1M	5.56K	+10.99%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	5.54%	444.92K	48.36M	-11.63K	-2.55%
Mar 31, 2024		0.06%	4.16K	432.5K	4.16K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.67%	53.94K	5.86M	4.01K	+8.02%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.02%	82.13K	8.92M	4.05K	+5.18%
Mar 31, 2024	MARINER, LLC	1.77%	130.99K	14.23M	10.87K	+9.05%
Mar 31, 2024	ARDEN TRUST CO	1.81%	134.39K	14.6M	696	+0.52%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.04%	3.07K	333.24K	-2.33K	-43.15%
Mar 31, 2024	QUADCAP WEALTH MANAGEMENT, LLC	0.04%	3.18K	345.97K	-905	-22.13%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.04%	3.19K	346.67K	3.19K	+100.00%
Mar 31, 2024	ALLY INVEST ADVISORS INC.	0.04%	3.28K	356.59K	-473	-12.60%
Mar 31, 2024	GALVIN, GAUSTAD & STEIN, LLC	0.04%	3.31K	359.92K	-500	-13.12%
Mar 31, 2024	RODGERS & ASSOCIATES, LTD	0.04%	3.59K	389.86K	350	+10.81%
Mar 31, 2024	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.04%	3.6K	390.75K	-147	-3.93%
Mar 31, 2024	ESSEX FINANCIAL SERVICES, INC.	0.07%	5.27K	572.15K	801	+17.94%
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.07%	5.35K	580.74K	-39.14K	-87.98%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.07%	5.38K	584.11K	1.41K	+35.45%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	6.76K	734K	127	+1.92%
Mar 31, 2024	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.1%	7.64K	829.93K	0	0
Dec 31, 2023	ARKADIOS WEALTH ADVISORS	0.67%	50.25K	5.06M	-1.06K	-2.06%
Dec 31, 2023	BELPOINTE ASSET MANAGEMENT LLC	0.05%	3.4K	342.41K	-2.54K	-42.73%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.68%	50.57K	5.09M	2.54K	+5.28%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.8%	60.18K	6.06M	2.5K	+4.34%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.96%	72.23K	7.28M	-11.81K	-14.05%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.04%	78.08K	7.86M	842	+1.09%
Dec 31, 2023	MARINER, LLC	1.6%	120.12K	12.1M	16.91K	+16.38%
Dec 31, 2023	ARDEN TRUST CO	1.78%	133.69K	13.47M	12.85K	+10.63%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	2.14%	160.19K	16.13M	11.7K	+7.88%
Dec 31, 2023	CREATIVE PLANNING	3.09%	231.68K	23.34M	9.21K	+4.14%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	6.1%	456.55K	46.07M	-198.27K	-30.28%
Dec 31, 2023	LPL FINANCIAL LLC	8.04%	602.43K	60.68M	11.71K	+1.98%
Dec 31, 2023	ALASKA PERMANENT FUND CORP	44.23%	3.31M	333.66M	0	0
Dec 31, 2023	GLADSTONE INSTITUTIONAL ADVISORY LLC	0.05%	3.74K	376.98K	375	+11.13%
Dec 31, 2023	ALLY INVEST ADVISORS INC.	0.05%	3.76K	378.17K	-193	-4.89%
Dec 31, 2023	GALVIN, GAUSTAD & STEIN, LLC	0.05%	3.81K	383.99K	0	0
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.05%	3.97K	399.74K	-16.68K	-80.78%
Dec 31, 2023	VENTURE VISIONARY PARTNERS LLC	0.06%	4.33K	436.22K	4.33K	+100.00%
Dec 31, 2023	ESSEX FINANCIAL SERVICES, INC.	0.06%	4.47K	449.78K	4.47K	+100.00%
Dec 31, 2023	RFG ADVISORY, LLC	0.06%	4.7K	473.3K	-1.22K	-20.54%
Dec 31, 2023	CENTAURUS FINANCIAL, INC.	0.06%	4.8K	483K	-1.01K	-17.33%
Dec 31, 2023	ATLAS PRIVATE WEALTH ADVISORS	0.07%	4.88K	491.03K	-422	-7.97%
Dec 31, 2023	INSIGHT ADVISORS, LLC/ PA	0.07%	5.16K	519.82K	9	+0.17%
Dec 31, 2023	DYNAMIC ADVISOR SOLUTIONS LLC	0.07%	5.4K	540.91K	1.33K	+32.75%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.09%	6.63K	668K	-3.23K	-32.72%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.09%	7.08K	713.48K	-66	-0.92%
Dec 31, 2023	FIFTH THIRD SECURITIES, INC.	0.1%	7.19K	724.48K	831	+13.06%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.1%	7.23K	728.51K	1.74K	+31.56%
Dec 31, 2023	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	0.1%	7.64K	769.3K	1.1K	+16.82%
Dec 31, 2023	AXXCESS WEALTH MANAGEMENT, LLC	0.11%	7.96K	801.66K	518	+6.96%
Dec 31, 2023	CAPITAL ASSET ADVISORY SERVICES LLC	0.11%	7.96K	801.66K	402	+5.32%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.11%	8.09K	815.21K	102	+1.28%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.12%	9.26K	908.65K	-113	-1.21%
Dec 31, 2023	HORIZON WEALTH MANAGEMENT, LLC	0.13%	9.75K	981.71K	187	+1.96%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.13%	9.86K	993.53K	-4.66K	-32.08%
Dec 31, 2023	KINGSVIEW WEALTH MANAGEMENT, LLC	0.15%	11.52K	1.16M	3.37K	+41.28%
Dec 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0.16%	11.87K	1.2B	948	+8.68%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.19%	13.87K	1.4M	76	+0.55%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.19%	14.01K	1.41M	207	+1.50%
Dec 31, 2023	LEAVELL INVESTMENT MANAGEMENT, INC.	0.2%	15.22K	1.53M	16	+0.11%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.23%	17.35K	1.75M	1.74K	+11.13%
Dec 31, 2023	COLLABORATIVE WEALTH MANAGMENT INC.	0.27%	20.5K	2.07M	-1.07K	-4.94%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.28%	20.84K	2.1M	-6.9K	-24.86%
Dec 31, 2023	CRUMLY & ASSOCIATES INC.	0.28%	21.22K	2.14M	-20.02K	-48.55%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	0.34%	25.42K	2.56M	674	+2.72%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.45%	34.06K	3.43M	3.32K	+10.81%
Dec 31, 2023		0.05%	4.09K	411.84K	4.09K	+100.00%
Dec 31, 2023	ASPIRE WEALTH MANAGEMENT CORP	0.64%	47.83K	4.82M	-4.13K	-7.94%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.67%	49.94K	5.03M	1.28K	+2.63%

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