AAAU(AAAU)
AAAU
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Wellspring Financial Advisors, LLC | 2.07M | Mar 31, 26 | +73.49K | 2.97% |
| NEOS Investment Management LLC | 1.97M | Mar 31, 26 | +410.80K | 2.84% |
| LPL Financial LLC | 1.18M | Mar 31, 26 | +188.92K | 1.70% |
| Proficio Capital Partners LLC | 1.05M | Mar 31, 26 | +430.38K | 1.52% |
| RAYMOND JAMES FINANCIAL INC | 875.04K | Mar 31, 26 | -34.80K | 1.26% |
| ADVISOR GROUP HOLDINGS, INC. | 671.92K | Mar 31, 26 | -26.45K | 0.97% |
| Mirae Asset Global Investments Co., Ltd. | 636.60K | Mar 31, 26 | +65.00K | 0.92% |
| Quadrature Capital Ltd | 561.79K | Mar 31, 26 | +561.79K | 0.81% |
| EXCHANGE TRADED CONCEPTS, LLC | 560.84K | Mar 31, 26 | -186.52K | 0.81% |
| Virtu Financial LLC | 504.59K | Mar 31, 26 | +504.59K | 0.73% |
| ROYAL BANK OF CANADA | 424.55K | Mar 31, 26 | -111.32K | 0.61% |
| STIFEL FINANCIAL CORP | 413.54K | Mar 31, 26 | +46.48K | 0.60% |
| AUGUSTINE ASSET MANAGEMENT INC | 381.14K | Mar 31, 26 | -419 | 0.55% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 307.36K | Mar 31, 26 | +24.35K | 0.44% |
| ALERUS FINANCIAL NA | 306.51K | Mar 31, 26 | -- | 0.44% |
| Cetera Investment Advisers | 300.57K | Mar 31, 26 | -100.84K | 0.43% |
| GOLDMAN SACHS GROUP INC | 288.07K | Mar 31, 26 | +200.27K | 0.41% |
| Kestra Advisory Services, LLC | 285.66K | Mar 31, 26 | +1.88K | 0.41% |
| Cambridge Investment Research Advisors, Inc. | 275.18K | Mar 31, 26 | +22.53K | 0.40% |
| China Universal Asset Management Co., Ltd. | 242.00K | Mar 31, 26 | +5.00K | 0.35% |
| CLG LLC | 232.96K | Mar 31, 26 | -48.16K | 0.34% |
| COMMONWEALTH EQUITY SERVICES, LLC | 212.53K | Mar 31, 26 | +16.34K | 0.31% |
| GoalVest Advisory LLC | 202.38K | Mar 31, 26 | -747 | 0.29% |
| OARSMAN CAPITAL, INC. | 191.70K | Mar 31, 26 | -2.38K | 0.28% |
| COURAGE CAPITAL MANAGEMENT LLC | 184.25K | Mar 31, 26 | -- | 0.27% |
| Heirloom Wealth Management | 178.75K | Mar 31, 26 | +102.19K | 0.26% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 172.34K | Mar 31, 26 | -109.18K | 0.25% |
| Marks Group Wealth Management, Inc | 171.40K | Mar 31, 26 | -827 | 0.25% |
| Prospera Financial Services Inc | 164.87K | Mar 31, 26 | -33.63K | 0.24% |
| HighTower Advisors, LLC | 162.90K | Mar 31, 26 | +21.54K | 0.23% |
| CITADEL ADVISORS LLC | 160.97K | Mar 31, 26 | +10.21K | 0.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 160.03K | Mar 31, 26 | +160.03K | 0.23% |
| Stratos Wealth Partners, LTD. | 148.31K | Mar 31, 26 | +148.31K | 0.21% |
| Winch Advisory Services, LLC | 144.46K | Mar 31, 26 | -3.42K | 0.21% |
| Pensionmark Financial Group, LLC | 139.35K | Mar 31, 26 | -7.67K | 0.20% |
| Procyon Advisors, LLC | 133.65K | Mar 31, 26 | +4.02K | 0.19% |
| Geneos Wealth Management Inc. | 123.01K | Mar 31, 26 | -14.53K | 0.18% |
| Nikulski Financial, Inc. | 120.39K | Mar 31, 26 | +38.01K | 0.17% |
| MGO ONE SEVEN LLC | 119.63K | Mar 31, 26 | -32.58K | 0.17% |
| Tandem Financial, LLC | 119.16K | Mar 31, 26 | +119.16K | 0.17% |
| Cerity Partners LLC | 113.16K | Mar 31, 26 | -348 | 0.16% |
| Summit Financial, LLC | 111.68K | Mar 31, 26 | -2.72K | 0.16% |
| Farther Finance Advisors, LLC | 105.09K | Mar 31, 26 | -3.85K | 0.15% |
| Fortis Group Advisors, LLC | 103.86K | Mar 31, 26 | -1.20K | 0.15% |
| Pinion Investment Advisors, LLC | 100.60K | Mar 31, 26 | -888 | 0.14% |
| JPMORGAN CHASE & CO | 94.20K | Mar 31, 26 | -11.26K | 0.14% |
| Cambridge Advisors Inc. | 89.60K | Mar 31, 26 | +28 | 0.13% |
| Vivaldi Capital Management LP | 85.09K | Mar 31, 26 | -3.03K | 0.12% |
| WealthTrak Capital Management LLC | 83.70K | Mar 31, 26 | -17.46K | 0.12% |
| Spectrum Asset Management, Inc. (NB/CA) | 77.20K | Mar 31, 26 | +6.42K | 0.11% |
| Mutual Advisors, LLC | 76.78K | Mar 31, 26 | -1.29K | 0.11% |
| Foundations Investment Advisors, LLC | 76.04K | Mar 31, 26 | -43.23K | 0.11% |
| MOULTON WEALTH MANAGEMENT, INC | 75.09K | Mar 31, 26 | +75.09K | 0.11% |
| Resources Investment Advisors, LLC. | 74.23K | Mar 31, 26 | -4.07K | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 73.60K | Mar 31, 26 | -55.75K | 0.11% |
| FLOW TRADERS U.S. LLC | 73.40K | Mar 31, 26 | +73.40K | 0.11% |
| Riverwater Partners LLC | 71.69K | Mar 31, 26 | +11.37K | 0.10% |
| Jump Financial, LLC | 70.05K | Mar 31, 26 | +70.05K | 0.10% |
| RENAISSANCE TECHNOLOGIES LLC | 70.00K | Mar 31, 26 | -9.10K | 0.10% |
| IMC-Chicago, LLC | 69.26K | Mar 31, 26 | +69.26K | 0.10% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 69.04K | Mar 31, 26 | +22.10K | 0.10% |
| Capital Asset Advisory Services LLC | 67.55K | Mar 31, 26 | -1.08K | 0.10% |
| GENTRY PRIVATE WEALTH, LLC | 65.62K | Mar 31, 26 | +1.17K | 0.09% |
| AMERICAN NATIONAL BANK | 65.56K | Mar 31, 26 | +40.12K | 0.09% |
| Essex Financial Services, Inc. | 63.19K | Mar 31, 26 | -185 | 0.09% |
| Rockefeller Capital Management L.P. | 62.83K | Mar 31, 26 | -6.59K | 0.09% |
| Mariner, LLC | 62.13K | Mar 31, 26 | -8.89K | 0.09% |
| NewEdge Advisors, LLC | 61.21K | Mar 31, 26 | +219 | 0.09% |
| Paladin Advisory Group, LLC | 60.45K | Mar 31, 26 | -1.32K | 0.09% |
| Creative Planning | 55.51K | Mar 31, 26 | -183 | 0.08% |
| Colony Group, LLC | 53.81K | Mar 31, 26 | +481 | 0.08% |
| WESPAC Advisors, LLC | 51.86K | Mar 31, 26 | -11.71K | 0.07% |
| RETIREMENT GUYS FORMULA LLC | 46.77K | Mar 31, 26 | -35.79K | 0.07% |
| OPTIMA CAPITAL LLC | 46.27K | Mar 31, 26 | -4.06K | 0.07% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 46.22K | Mar 31, 26 | -8.75K | 0.07% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 45.33K | Mar 31, 26 | +1.99K | 0.07% |
| Equitable Holdings, Inc. | 43.62K | Mar 31, 26 | +7.49K | 0.06% |
| TUDOR INVESTMENT CORP ET AL | 41.75K | Mar 31, 26 | +2.85K | 0.06% |
| Encompass More Asset Management | 41.49K | Mar 31, 26 | +13.36K | 0.06% |
| Apollon Wealth Management, LLC | 38.98K | Mar 31, 26 | +2 | 0.06% |
| Sowell Financial Services LLC | 38.27K | Mar 31, 26 | +38.27K | 0.06% |
| Private Advisor Group, LLC | 37.47K | Mar 31, 26 | +3.87K | 0.05% |
| Generation Capital Management LLC | 36.95K | Mar 31, 26 | +2.67K | 0.05% |
| MML INVESTORS SERVICES, LLC | 35.22K | Mar 31, 26 | -18.07K | 0.05% |
| BOOTHBAY FUND MANAGEMENT, LLC | 34.30K | Mar 31, 26 | +4.60K | 0.05% |
| VISTA INVESTMENT PARTNERS II, LLC | 33.83K | Mar 31, 26 | +9.37K | 0.05% |
| Janney Montgomery Scott LLC | 32.29K | Mar 31, 26 | -1.45K | 0.05% |
| Waverly Advisors, LLC | 31.83K | Mar 31, 26 | +31.83K | 0.05% |
| Advisory Services Network, LLC | 31.62K | Mar 31, 26 | -4.03K | 0.05% |
| Regal Investment Advisors LLC | 31.42K | Mar 31, 26 | -15.66K | 0.05% |
| MORGAN STANLEY | 30.40K | Mar 31, 26 | +9.62K | 0.04% |
| Guidance Point Advisors, LLC | 30.12K | Mar 31, 26 | -3.37K | 0.04% |
| Headlands Technologies LLC | 29.03K | Mar 31, 26 | +20.07K | 0.04% |
| Intrua Financial, LLC | 28.45K | Mar 31, 26 | +8.64K | 0.04% |
| MATAURO, LLC | 27.93K | Mar 31, 26 | -783 | 0.04% |
| Ipsen Advisor Group LLC | 25.92K | Mar 31, 26 | +25.92K | 0.04% |
| Sequoia Financial Advisors, LLC | 25.57K | Mar 31, 26 | -7.93K | 0.04% |
| Haven Private, LLC | 24.72K | Mar 31, 26 | -110 | 0.04% |
| Prosperity Financial Group, Inc. | 24.59K | Mar 31, 26 | +7.64K | 0.04% |
| Arete Wealth Advisors, LLC | 22.55K | Mar 31, 26 | -1.96K | 0.03% |
| Visionary Wealth Advisors | 22.44K | Mar 31, 26 | -745 | 0.03% |
| Neuberger Berman Group LLC | 22.00K | Mar 31, 26 | -- | 0.03% |
| Prostatis Group LLC | 21.45K | Mar 31, 26 | +84 | 0.03% |
| CI Private Wealth, LLC | 21.18K | Mar 31, 26 | -1.83K | 0.03% |
| B. Riley Wealth Advisors, Inc. | 20.59K | Mar 31, 26 | +5.28K | 0.03% |
| GSB Wealth Management, LLC | 20.44K | Mar 31, 26 | +250 | 0.03% |
| Simplicity Wealth,LLC | 20.08K | Mar 31, 26 | +674 | 0.03% |
| Kovack Advisors, Inc. | 20.03K | Mar 31, 26 | -182 | 0.03% |
| True North Advisors, LLC | 20.02K | Mar 31, 26 | -- | 0.03% |
| Strait & Sound Wealth Management LLC | 19.31K | Mar 31, 26 | +774 | 0.03% |
| Allworth Financial LP | 18.87K | Mar 31, 26 | +2.69K | 0.03% |
| TRUIST FINANCIAL CORP | 18.28K | Mar 31, 26 | +1.40K | 0.03% |
| Hilltop National Bank | 17.98K | Mar 31, 26 | -- | 0.03% |
| Mill Creek Capital Advisors, LLC | 17.85K | Mar 31, 26 | -- | 0.03% |
| StoneX Group Inc. | 17.83K | Mar 31, 26 | +1.17K | 0.03% |
| Perigon Wealth Management, LLC | 17.34K | Mar 31, 26 | +17.34K | 0.02% |
| Betterment LLC | 17.15K | Mar 31, 26 | +17.15K | 0.02% |
| Concurrent Investment Advisors, LLC | 16.56K | Mar 31, 26 | +528 | 0.02% |
| Horst & Graben Wealth Management LLC | 16.52K | Mar 31, 26 | +187 | 0.02% |
| SAGE RHINO CAPITAL LLC | 16.21K | Mar 31, 26 | -20.83K | 0.02% |
| Texas Yale Capital Corp. | 16.01K | Mar 31, 26 | -- | 0.02% |
| 17 CAPITAL PARTNERS, LLC | 15.62K | Mar 31, 26 | +2.00K | 0.02% |
| FOUNDERS FINANCIAL SECURITIES LLC | 14.01K | Mar 31, 26 | -6.27K | 0.02% |
| NBC SECURITIES, INC. | 13.80K | Mar 31, 26 | +2.10K | 0.02% |
| Cresset Asset Management, LLC | 13.41K | Mar 31, 26 | -- | 0.02% |
| Blue Zone Wealth Advisors, LLC | 12.85K | Mar 31, 26 | -- | 0.02% |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 12.82K | Mar 31, 26 | +1.03K | 0.02% |
| SECURED RETIREMENT ADVISORS, LLC | 12.73K | Mar 31, 26 | -7.35K | 0.02% |
| CWA Asset Management Group, LLC | 12.72K | Mar 31, 26 | -- | 0.02% |
| SLT Holdings LLC | 12.41K | Mar 31, 26 | -4.76K | 0.02% |
| SAGESPRING WEALTH PARTNERS, LLC | 12.06K | Mar 31, 26 | +3.88K | 0.02% |
| TWO SIGMA SECURITIES, LLC | 11.99K | Mar 31, 26 | +11.99K | 0.02% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 11.79K | Mar 31, 26 | -4.14K | 0.02% |
| HORIZON BANCORP INC /IN/ | 11.79K | Mar 31, 26 | -247 | 0.02% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 11.76K | Mar 31, 26 | +138 | 0.02% |
| KANAWHA CAPITAL MANAGEMENT LLC | 11.49K | Mar 31, 26 | -- | 0.02% |
| Snowden Capital Advisors LLC | 10.94K | Mar 31, 26 | +2.59K | 0.02% |
| Pine Harbor Wealth Management, LLC | 10.80K | Mar 31, 26 | +5.54K | 0.02% |
| Stratos Wealth Advisors, LLC | 10.78K | Mar 31, 26 | +126 | 0.02% |
| CWM, LLC | 10.61K | Mar 31, 26 | -453 | 0.02% |
| Western Wealth Management, LLC | 10.32K | Mar 31, 26 | +1.38K | 0.01% |
| Integrated Wealth Concepts LLC | 10.27K | Mar 31, 26 | -888 | 0.01% |
| Clark Capital Management Group, Inc. | 10.07K | Mar 31, 26 | -- | 0.01% |
| Pekin Hardy Strauss, Inc. | 10.00K | Mar 31, 26 | -2.20K | 0.01% |
| JTC Employer Solutions Trustee Ltd | 9.82K | Mar 31, 26 | -8.00K | 0.01% |
| Atomi Financial Group, Inc. | 9.35K | Mar 31, 26 | +9.35K | 0.01% |
| LCNB CORP | 9.34K | Mar 31, 26 | -1.20K | 0.01% |
| Sigma Planning Corp | 8.98K | Mar 31, 26 | +709 | 0.01% |
| Brookstone Capital Management | 8.96K | Mar 31, 26 | -363 | 0.01% |
| Fundamentum, LLC | 8.90K | Mar 31, 26 | -- | 0.01% |
| WORLD EQUITY GROUP, INC. | 8.58K | Mar 31, 26 | +3.29K | 0.01% |
| Wealthcare Advisory Partners LLC | 8.57K | Mar 31, 26 | +100 | 0.01% |
| Sanctuary Advisors, LLC | 8.36K | Mar 31, 26 | -890 | 0.01% |
| Buckingham Strategic Partners | 8.28K | Mar 31, 26 | +8.28K | 0.01% |
| FIFTH THIRD BANCORP | 8.15K | Mar 31, 26 | +8.15K | 0.01% |
| S.A. Mason LLC | 8.04K | Mar 31, 26 | -- | 0.01% |
| SIMPLEX TRADING, LLC | 8.00K | Mar 31, 26 | -273 | 0.01% |
| CROSSPOINT FINANCIAL, LLC | 7.83K | Mar 31, 26 | +7.83K | 0.01% |
| Belvedere Trading LLC | 7.78K | Mar 31, 26 | +2.58K | 0.01% |
| PRINCIPAL SECURITIES, INC. | 7.74K | Mar 31, 26 | +7.74K | 0.01% |
| First Heartland Consultants, Inc. | 7.72K | Mar 31, 26 | -466 | 0.01% |
| Brookwood Investment Group LLC | 7.56K | Mar 31, 26 | -8.73K | 0.01% |
| TCFG WEALTH MANAGEMENT, LLC | 7.53K | Mar 31, 26 | +7.53K | 0.01% |
| Hara Capital LLC | 7.50K | Mar 31, 26 | -- | 0.01% |
| PKS Advisory Services, LLC | 7.17K | Mar 31, 26 | -55 | 0.01% |
| XTX Topco Ltd | 7.09K | Mar 31, 26 | +7.09K | 0.01% |
| IFP Advisors, Inc | 6.97K | Mar 31, 26 | -579 | 0.01% |
| Advisor Resource Council | 6.94K | Mar 31, 26 | -- | 0.01% |
| Banco BTG Pactual S.A. | 6.94K | Mar 31, 26 | +6.94K | 0.01% |
| Spire Wealth Management | 6.90K | Mar 31, 26 | -- | 0.01% |
| AE Wealth Management LLC | 6.89K | Mar 31, 26 | -10.98K | 0.01% |
| Trek Financial, LLC | 6.77K | Mar 31, 26 | +469 | 0.01% |
| Aaron Wealth Advisors LLC | 6.70K | Mar 31, 26 | -- | 0.01% |
| Friday Financial | 6.68K | Mar 31, 26 | -- | 0.01% |
| UBS Group AG | 6.55K | Mar 31, 26 | -11.25K | 0.01% |
| PRIMORIS WEALTH ADVISORS, LLC | 6.53K | Mar 31, 26 | -- | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 6.25K | Mar 31, 26 | +6.25K | 0.01% |
| MAI Capital Management | 6.21K | Mar 31, 26 | -29 | 0.01% |
| Vontobel Holding Ltd. | 6.00K | Mar 31, 26 | -- | 0.01% |
| Wood Tarver Financial Group, LLC | 5.94K | Mar 31, 26 | -324 | 0.01% |
| EverSource Wealth Advisors, LLC | 5.79K | Mar 31, 26 | -2.29K | 0.01% |
| Atlas Brown,Inc. | 5.76K | Mar 31, 26 | +916 | 0.01% |
| FLAGSTAR ADVISORS INC. | 5.57K | Mar 31, 26 | -808 | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5.51K | Mar 31, 26 | +2.86K | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 5.43K | Mar 31, 26 | +478 | 0.01% |
| PFG Advisors | 5.40K | Mar 31, 26 | +11 | 0.01% |
| PRIVATE TRUST CO NA | 5.30K | Mar 31, 26 | -23 | 0.01% |
| MARINO, STRAM & ASSOCIATES LLC | 5.25K | Mar 31, 26 | -- | 0.01% |
| London & Capital Asset Management Ltd | 5.10K | Mar 31, 26 | -- | 0.01% |
| SeaCrest Wealth Management, LLC | 4.96K | Mar 31, 26 | -- | 0.01% |
| FMR LLC | 4.93K | Mar 31, 26 | -117 | 0.01% |
| IEQ CAPITAL, LLC | 4.92K | Mar 31, 26 | +4.92K | 0.01% |
| OPPENHEIMER & CO INC | 4.92K | Mar 31, 26 | -278 | 0.01% |
| Platform Technology Partners | 4.80K | Mar 31, 26 | +4.80K | 0.01% |
| Chicago Partners Investment Group LLC | 4.75K | Mar 31, 26 | -- | 0.01% |
| Acorn Wealth Advisors, LLC | 4.74K | Mar 31, 26 | -1.94K | 0.01% |
| Mascagni Wealth Management, Inc. | 4.73K | Mar 31, 26 | +30 | 0.01% |
| Darden Wealth Group Inc | 4.61K | Mar 31, 26 | +4.61K | 0.01% |
| Arlington Trust Co LLC | 4.51K | Mar 31, 26 | -- | 0.01% |
| Armor Investment Advisors, LLC | 4.50K | Mar 31, 26 | +4.50K | 0.01% |
| TSA Wealth Managment LLC | 4.40K | Mar 31, 26 | -1.53K | 0.01% |
| Parallel Advisors, LLC | 3.25K | Mar 31, 26 | +562 | 0.00% |
| KM Capital Management Ltd. | 3.25K | Mar 31, 26 | +3.25K | 0.00% |
| GROUP ONE TRADING, L.P. | 3.01K | Mar 31, 26 | +3.01K | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 2.70K | Mar 31, 26 | -300 | 0.00% |
| Fourth Dimension Wealth, LLC | 2.06K | Mar 31, 26 | -- | 0.00% |
| BlackRock, Inc. | 2.05K | Mar 31, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.80K | Mar 31, 26 | -30 | 0.00% |
| Sunbelt Securities, Inc. | 1.55K | Mar 31, 26 | -- | 0.00% |
| Darwin Wealth Management, LLC | 1.49K | Mar 31, 26 | -568 | 0.00% |
| CoreCap Advisors, LLC | 1.34K | Mar 31, 26 | -181 | 0.00% |
| Larson Financial Group LLC | 1.00K | Mar 31, 26 | -- | 0.00% |
| Anfield Capital Management, LLC | 950 | Mar 31, 26 | -- | 0.00% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 876 | Mar 31, 26 | +876 | 0.00% |
| BALLAST ADVISORS LLC | 730 | Mar 31, 26 | +730 | 0.00% |
| GGM Financials LLC | 582 | Mar 31, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 530 | Mar 31, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 524 | Mar 31, 26 | +524 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 520 | Mar 31, 26 | +520 | 0.00% |
| Capital Analysts, LLC | 503 | Mar 31, 26 | +503 | 0.00% |
| Kimelman & Baird, LLC | 225 | Mar 31, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 170 | Mar 31, 26 | +142 | 0.00% |
| Investors Research Corp | 152 | Mar 31, 26 | -- | 0.00% |
| Grove Bank & Trust | 147 | Mar 31, 26 | -- | 0.00% |
| ALBION FINANCIAL GROUP /UT | 100 | Mar 31, 26 | +100 | 0.00% |
| Copia Wealth Management | 99 | Mar 31, 26 | -131 | 0.00% |
| Gould Capital, LLC | 98 | Mar 31, 26 | -- | 0.00% |
| Tradewinds Capital Management, LLC | 45 | Mar 31, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 38 | Mar 31, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 35 | Mar 31, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 30 | Mar 31, 26 | +30 | 0.00% |
| MATHER GROUP, LLC. | 28 | Mar 31, 26 | +28 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 21 | Mar 31, 26 | -30 | 0.00% |
| Imprint Wealth LLC | 6 | Mar 31, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 3 | Mar 31, 26 | -2.35K | 0.00% |
| J. Stern & Co. LLP | -- | Mar 31, 26 | -902.49K | -- |
| FLORIDA FINANCIAL ADVISORS, LLC | -- | Mar 31, 26 | -6.95K | -- |
| Modern Wealth Management, LLC | -- | Mar 31, 26 | -7.90K | -- |
| Brinker Capital Investments, LLC | -- | Mar 31, 26 | -7.54K | -- |
| GeoWealth Management, LLC | -- | Mar 31, 26 | -5.77K | -- |
| AXXCESS WEALTH MANAGEMENT, LLC | -- | Mar 31, 26 | -78.86K | -- |
| NorthCrest Asset Manangement, LLC | -- | Mar 31, 26 | -4.99K | -- |
| BANK OF AMERICA CORP /DE/ | -- | Mar 31, 26 | -6.76K | -- |
| NewEdge Wealth, LLC | -- | Mar 31, 26 | -45.00K | -- |
| Fragasso Group Inc. | -- | Mar 31, 26 | -11.64K | -- |
| FFT WEALTH MANAGEMENT LLC | -- | Mar 31, 26 | -6.00K | -- |
| SCOTIA CAPITAL INC. | -- | Mar 31, 26 | -8.00K | -- |
| Vigilare Wealth Management | -- | Mar 31, 26 | -5.35K | -- |
| SRS Capital Advisors, Inc. | -- | Mar 31, 26 | -196 | -- |
| Truvestments Capital LLC | -- | Mar 31, 26 | -1.86K | -- |
| Beacon Capital Management, Inc. | -- | Mar 31, 26 | -195 | -- |
| Compass Financial Services Inc | -- | Mar 31, 26 | -1.64K | -- |
| Magnus Financial Group LLC | -- | Mar 31, 26 | -29.00K | -- |
| Global Retirement Partners, LLC | 110.64K | Dec 31, 25 | +1.12K | 0.16% |
| FOREFRONT WEALTH MANAGEMENT INC. | 29.40K | Dec 31, 25 | +2.53K | 0.04% |
| COMERICA BANK | 8.15K | Dec 31, 25 | -733 | 0.01% |
| CIBC Private Wealth Group, LLC | 160 | Dec 31, 25 | +135 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -11.38K | -- |
| WOLVERINE TRADING, LLC | 9.57K | Sep 30, 25 | +1.06K | 0.01% |
| PALO ALTO WEALTH ADVISORS, LLC | 5.60K | Sep 30, 25 | +5.60K | 0.01% |
| Guerra Advisors Inc | 1 | Sep 30, 25 | +1 | 0.00% |
| L.M. KOHN & COMPANY | -- | Sep 30, 25 | -17.14K | -- |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 172.55K | Jun 30, 25 | +172.55K | 0.25% |
| Capital Market Strategies LLC | 23.26K | Jun 30, 25 | -4.50K | 0.03% |
| Legacy Investment Solutions, LLC | 1 | Jun 30, 25 | +1 | 0.00% |
| Cutter & CO Brokerage, Inc. | 223.83K | Mar 31, 25 | -1.03K | 0.32% |
| Aveo Capital Partners, LLC | 20.70K | Mar 31, 25 | -8.37K | 0.03% |
| Spectrum Wealth Counsel, LLC | 550 | Mar 31, 25 | -- | 0.00% |
| Merriman Wealth Management, LLC | 84.21K | Dec 31, 24 | -4.62K | 0.12% |
| GG Group Ventures, LLC | 8.05K | Dec 31, 24 | -- | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 436.76K | Sep 30, 24 | +225.23K | 0.63% |
| Raymond James Financial Services Advisors, Inc. | 214.52K | Sep 30, 24 | -190 | 0.31% |
| LifePro Asset Management | 15.33K | Sep 30, 24 | +4.50K | 0.02% |
| SpiderRock Advisors, LLC | -- | Sep 30, 24 | -10.66K | -- |
| Rain Capital Management, LLC | 1.59K | Jun 30, 24 | -- | 0.00% |
| ICA Group Wealth Management, LLC | 1.50K | Jun 30, 24 | +1.50K | 0.00% |
| Cetera Advisor Networks LLC | 177.41K | Mar 31, 24 | -90.93K | 0.26% |
| Cetera Advisors LLC | 84.17K | Mar 31, 24 | +44.47K | 0.12% |
| Momentum Advisors, LLC | 45.61K | Dec 31, 22 | +3.24K | 0.07% |
| MILESTONE WEALTH, LLC | 9.74K | Sep 30, 22 | -- | 0.01% |
| Minot Wealth Management LLC | 221.32K | Jun 30, 22 | -2.44K | 0.32% |
| Alexandria Capital, LLC | 11.86K | Sep 30, 21 | -- | 0.02% |