How do I set a price alert for BALT?

To set a BALT price alert on Stock Alarm Pro, navigate to the BALT quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for BALT?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for BALT. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for BALT?

Stock Alarm Pro supports over 125 trigger types for BALT: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about BALT price changes?

BALT alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for BALT alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for BALT and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

BALT Institutional Ownership & 13F Filings

Innovator Defined Wealth Shield ETF(BALT)

USBATSLast print 3 weeks agoAbout this dataData status

$35.04▲0.00 (0.00%)Stale · 3 weeks old

Extended:$34.80-0.24 (-0.68%)

WatchlistChart Studio

BALT(BALT)

BALT

Institutional Ownership

Top 262 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	5.06M	Sep 30, 26	+2.67M	5.37%
COMMONWEALTH EQUITY SERVICES, LLC	1.32M	Sep 30, 26	+86.74K	1.40%
LEE JOHNSON CAPITAL MANAGEMENT, LLC	931.32K	Sep 30, 26	+33.37K	0.99%
Visionary Wealth Advisors	743.44K	Sep 30, 26	+191.41K	0.79%
NBZ Investment Advisors LLC	490.84K	Sep 30, 26	+733	0.52%
Kestra Advisory Services, LLC	481.38K	Sep 30, 26	+156.39K	0.51%
PERSONAL CFO SOLUTIONS, LLC	457.88K	Sep 30, 26	-106.10K	0.49%
Archer Investment Corp	392.36K	Sep 30, 26	+63.48K	0.42%
Prasad Wealth Partners, LLC	379.96K	Sep 30, 26	+31.99K	0.40%
Rochester Wealth Strategies, LLC	351.54K	Sep 30, 26	+132.19K	0.37%
OneDigital Investment Advisors LLC	320.73K	Sep 30, 26	+27.74K	0.34%
CENTRAL VALLEY ADVISORS, LLC	318.79K	Sep 30, 26	+4.84K	0.34%
HARBOUR INVESTMENTS, INC.	307.55K	Sep 30, 26	-116.06K	0.33%
Triad Wealth Partners, LLC	284.68K	Sep 30, 26	+53.45K	0.30%
Jacobi Capital Management LLC	282.12K	Sep 30, 26	+77.55K	0.30%
Broussard Financial Group LLC	269.65K	Sep 30, 26	+269.65K	0.29%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	265.02K	Sep 30, 26	-11.03K	0.28%
Sigma Planning Corp	233.13K	Sep 30, 26	+45.91K	0.25%
Cambridge Investment Research Advisors, Inc.	227.68K	Sep 30, 26	-13.30K	0.24%
FAI Advisors, Inc.	225.99K	Sep 30, 26	+61.03K	0.24%
Belpointe Asset Management LLC	225.50K	Sep 30, 26	+20.84K	0.24%
TRUIST FINANCIAL CORP	215.62K	Sep 30, 26	+31.99K	0.23%
RHL GROUP, LLC	208.70K	Sep 30, 26	+54.50K	0.22%
Holos Integrated Wealth LLC	195.67K	Sep 30, 26	+11.99K	0.21%
Capital Investment Advisory Services, LLC	194.75K	Sep 30, 26	+14.47K	0.21%
Sovran Advisors, LLC	181.72K	Sep 30, 26	-21.84K	0.19%
ELEVATION POINT WEALTH PARTNERS, LLC	162.33K	Sep 30, 26	-3.74K	0.17%
Code Waechter LLC	157.25K	Sep 30, 26	+4.46K	0.17%
PlanVest Financial, Inc	146.58K	Sep 30, 26	+5.99K	0.16%
KESTRA PRIVATE WEALTH SERVICES, LLC	144.31K	Sep 30, 26	+14.78K	0.15%
Trek Financial, LLC	143.10K	Sep 30, 26	+761	0.15%
HighTower Advisors, LLC	143.03K	Sep 30, 26	+44.22K	0.15%
ARQ WEALTH ADVISORS, LLC	139.46K	Sep 30, 26	-59.77K	0.15%
SIGNATUREFD, LLC	130.49K	Sep 30, 26	+22.47K	0.14%
Ballast Rock Private Wealth LLC	128.51K	Sep 30, 26	-772	0.14%
Prospera Financial Services Inc	109.69K	Sep 30, 26	+21.15K	0.12%
Merit Financial Group, LLC	107.57K	Sep 30, 26	+5.67K	0.11%
THRIVENT FINANCIAL FOR LUTHERANS	93.41K	Sep 30, 26	+93.41K	0.10%
Integrity Advisory Solutions, LLC	92.26K	Sep 30, 26	-6.79K	0.10%
INTEGRAL INVESTMENT ADVISORS, INC.	91.72K	Sep 30, 26	+4.83K	0.10%
RFG Advisory, LLC	90.38K	Sep 30, 26	-6.47K	0.10%
VICUS CAPITAL	87.02K	Sep 30, 26	-238	0.09%
Csenge Advisory Group	74.84K	Sep 30, 26	--	0.08%
Global Retirement Partners, LLC	74.78K	Sep 30, 26	+39.59K	0.08%
FOUNDERS FINANCIAL SECURITIES LLC	62.82K	Sep 30, 26	+62.82K	0.07%
Comprehensive Financial Planning, Inc./PA	59.26K	Sep 30, 26	-315	0.06%
ROTHSCHILD INVESTMENT LLC	54.02K	Sep 30, 26	+4.12K	0.06%
SILVER OAK SECURITIES, INCORPORATED	51.72K	Sep 30, 26	+15.70K	0.05%
Private Advisor Group, LLC	44.31K	Sep 30, 26	+34.96K	0.05%
VIMA LLC	42.05K	Sep 30, 26	+6.90K	0.04%
Soltis Investment Advisors LLC	39.65K	Sep 30, 26	-3.11K	0.04%
FLAGSHIP HARBOR ADVISORS, LLC	38.18K	Sep 30, 26	+1.03K	0.04%
Virtue Capital Management, LLC	37.79K	Sep 30, 26	+24.47K	0.04%
CALIBER WEALTH MANAGEMENT, LLC / KS	35.69K	Sep 30, 26	+12.73K	0.04%
INTEGRITY ALLIANCE, LLC.	32.43K	Sep 30, 26	+4.65K	0.03%
Allworth Financial LP	31.41K	Sep 30, 26	--	0.03%
Verdence Capital Advisors LLC	31.32K	Sep 30, 26	+31.32K	0.03%
BCS Wealth Management	30.01K	Sep 30, 26	-694	0.03%
Claro Advisors Inc.	29.93K	Sep 30, 26	+2.09K	0.03%
MGO ONE SEVEN LLC	28.42K	Sep 30, 26	-4.90K	0.03%
Forge Financial Services LLC	25.52K	Sep 30, 26	+25.52K	0.03%
GREAT VALLEY ADVISOR GROUP, INC.	23.93K	Sep 30, 26	+23.93K	0.03%
RITHOLTZ WEALTH MANAGEMENT	21.66K	Sep 30, 26	--	0.02%
Ashton Thomas Private Wealth, LLC	21.27K	Sep 30, 26	+435	0.02%
BEAM WEALTH ADVISORS, INC.	20.90K	Sep 30, 26	+20.90K	0.02%
Advisor OS, LLC	20.38K	Sep 30, 26	--	0.02%
Vise Technologies, Inc.	19.93K	Sep 30, 26	+7.47K	0.02%
Stirlingshire Investments, Inc.	19.40K	Sep 30, 26	+894	0.02%
TOUNJIAN ADVISORY PARTNERS, LLC	18.55K	Sep 30, 26	+3.82K	0.02%
LEAVELL INVESTMENT MANAGEMENT, INC.	18.29K	Sep 30, 26	+18.29K	0.02%
Delta Investment Management, LLC	17.86K	Sep 30, 26	+17.86K	0.02%
THOROUGHBRED FINANCIAL SERVICES, LLC	17.50K	Sep 30, 26	+17.50K	0.02%
Grant Street Asset Management, Inc.	16.24K	Sep 30, 26	+6.02K	0.02%
DRIVE WEALTH MANAGEMENT, LLC	14.72K	Sep 30, 26	+14.72K	0.02%
Clear Creek Financial Management, LLC	14.53K	Sep 30, 26	-654.60K	0.02%
EverSource Wealth Advisors, LLC	13.57K	Sep 30, 26	+4.85K	0.01%
Balance Wealth Partners LLC	12.95K	Sep 30, 26	+1.59K	0.01%
MONEY CONCEPTS CAPITAL CORP	12.71K	Sep 30, 26	--	0.01%
D.B. Root & Company, LLC	12.60K	Sep 30, 26	-309	0.01%
O'Connor Financial Group LLC	11.00K	Sep 30, 26	+2.36K	0.01%
WEALTHGARDEN F.S. LLC	10.98K	Sep 30, 26	-41	0.01%
Insight Wealth Partners, LLC	10.34K	Sep 30, 26	+10.34K	0.01%
PARTNERS WEALTH MANAGEMENT, LLC	10.10K	Sep 30, 26	+10.10K	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	10.08K	Sep 30, 26	+1.40K	0.01%
Triton Wealth Management, PLLC	10.05K	Sep 30, 26	+10.05K	0.01%
Financial Network Wealth Advisors LLC	9.90K	Sep 30, 26	-1.00K	0.01%
OPPENHEIMER & CO INC	8.65K	Sep 30, 26	+1.50K	0.01%
Blackhawk Capital Partners, LLC	8.60K	Sep 30, 26	+8.60K	0.01%
Vawter Financial, Ltd.	8.47K	Sep 30, 26	+300	0.01%
CASTLE WEALTH MANAGEMENT LLC	8.27K	Sep 30, 26	--	0.01%
UBS Group AG	8.00K	Sep 30, 26	+6.50K	0.01%
Intentional Wealth Strategies, LLC	7.99K	Sep 30, 26	-2.72K	0.01%
CHOREO, LLC	7.97K	Sep 30, 26	+7.97K	0.01%
4J Wealth Management LLC	7.94K	Sep 30, 26	+900	0.01%
Curran Financial Partners, LLC	7.82K	Sep 30, 26	-7	0.01%
IBEX WEALTH ADVISORS	7.73K	Sep 30, 26	+300	0.01%
Souders Financial Advisors	7.70K	Sep 30, 26	+7.70K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	7.55K	Sep 30, 26	+7.55K	0.01%
Peak Wealth Management LLC	7.09K	Sep 30, 26	+7.09K	0.01%
Alaska Wealth Advisors, LLC	6.91K	Sep 30, 26	--	0.01%
Bright Futures Wealth Management, LLC.	6.39K	Sep 30, 26	--	0.01%
Collaborative Wealth Managment Inc.	6.10K	Sep 30, 26	--	0.01%
LFG Wealth Partners, LLC	5.92K	Sep 30, 26	+5.92K	0.01%
Nikulski Financial, Inc.	5.75K	Sep 30, 26	+5.75K	0.01%
GGM Financial LLC	5.54K	Sep 30, 26	+4.52K	0.01%
Alaska Permanent Capital Management, LLC	5.20K	Sep 30, 26	--	0.01%
LANARK FINANCIAL, INC.	3.73K	Sep 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	3.55K	Sep 30, 26	+552	0.00%
Westside Investment Management, Inc.	2.80K	Sep 30, 26	--	0.00%
IFG Advisory, LLC	1.88K	Sep 30, 26	+1.88K	0.00%
Silver Grove Financial Group, Inc.	1.64K	Sep 30, 26	+1.64K	0.00%
Geneos Wealth Management Inc.	1.00K	Sep 30, 26	-7.25K	0.00%
Golden State Wealth Management, LLC	600	Sep 30, 26	+600	0.00%
Larson Financial Group LLC	136	Sep 30, 26	--	0.00%
Latitude Advisors, LLC	100	Sep 30, 26	+100	0.00%
DHJJ Financial Advisors, Ltd.	40	Sep 30, 26	--	0.00%
Noble Wealth Management PBC	--	Sep 30, 26	-2.25K	--
HERITAGE OAK WEALTH ADVISORS LLC	--	Sep 30, 26	-7.18K	--
Kestra Investment Management, LLC	--	Sep 30, 26	-10.48K	--
RAYMOND JAMES FINANCIAL INC	2.76M	Jun 30, 26	+215.47K	2.93%
OSAIC HOLDINGS, INC.	2.71M	Jun 30, 26	+249.76K	2.88%
Wealthquest Corp	2.54M	Jun 30, 26	-691.44K	2.70%
ENVESTNET ASSET MANAGEMENT INC	1.94M	Jun 30, 26	-3.40K	2.06%
Cetera Investment Advisers	1.77M	Jun 30, 26	+177.91K	1.88%
Kingsview Wealth Management, LLC	1.39M	Jun 30, 26	+229.94K	1.47%
FOUNDATIONS INVESTMENT ADVISORS, LLC	1.38M	Jun 30, 26	-16.86K	1.47%
Reliant Wealth Planning	1.04M	Jun 30, 26	+31.67K	1.10%
Compass Advisory Group LLC	910.11K	Jun 30, 26	+50.68K	0.97%
MTM FINANCIAL GROUP, LLC	788.61K	Jun 30, 26	+1.00K	0.84%
NewEdge Advisors, LLC	716.67K	Jun 30, 26	+214.84K	0.76%
CENTAURUS FINANCIAL, INC.	620.62K	Jun 30, 26	+137.37K	0.66%
Glen Eagle Advisors, LLC	474.73K	Jun 30, 26	+64.05K	0.50%
Marshall Financial Group, LLC	444.70K	Jun 30, 26	+444.70K	0.47%
AE Wealth Management LLC	427.27K	Jun 30, 26	-166.90K	0.45%
Bellars Harris Wealth Management, LLC	426.33K	Jun 30, 26	+426.33K	0.45%
Orion Porfolio Solutions, LLC	380.66K	Jun 30, 26	+27.97K	0.40%
Stratos Wealth Advisors, LLC	350.22K	Jun 30, 26	+1.70K	0.37%
Prasad Wealth Partners, LLC	347.97K	Jun 30, 26	+303.85K	0.37%
World Investment Advisors	334.37K	Jun 30, 26	-14.26K	0.35%
CreativeOne Wealth, LLC	302.45K	Jun 30, 26	+149.34K	0.32%
Mutual Advisors, LLC	297.54K	Jun 30, 26	+47.48K	0.32%
OneDigital Investment Advisors LLC	292.99K	Jun 30, 26	+31.39K	0.31%
Ausdal Financial Partners, Inc.	278.80K	Jun 30, 26	+32.66K	0.30%
Ankerstar Wealth, LLC	272.57K	Jun 30, 26	+272.57K	0.29%
MML INVESTORS SERVICES, LLC	189.25K	Jun 30, 26	-76.70K	0.20%
Arax Advisory Partners	185.01K	Jun 30, 26	+177.14K	0.20%
Vestmark Advisory Solutions, Inc.	165.39K	Jun 30, 26	+8.59K	0.18%
Rockefeller Capital Management L.P.	157.66K	Jun 30, 26	+7.99K	0.17%
Equitable Holdings, Inc.	154.01K	Jun 30, 26	+50.20K	0.16%
Aptus Capital Advisors, LLC	149.72K	Jun 30, 26	+31.64K	0.16%
PlanVest Financial, Inc	140.59K	Jun 30, 26	+4.88K	0.15%
Steward Partners Investment Advisory, LLC	120.64K	Jun 30, 26	+2.48K	0.13%
Beacon Pointe Advisors, LLC	119.45K	Jun 30, 26	+5.47K	0.13%
Applied Capital LLC	111.32K	Jun 30, 26	+28.27K	0.12%
Triton Financial Group Inc	105.27K	Jun 30, 26	-92.10K	0.11%
CAPTRUST FINANCIAL ADVISORS	100.46K	Jun 30, 26	+48.69K	0.11%
GUARDIAN WEALTH ADVISORS, LLC / NC	98.39K	Jun 30, 26	+63.95K	0.10%
Gladstone Institutional Advisory LLC	95.90K	Jun 30, 26	+95.90K	0.10%
Stratos Investment Management, LLC	89.47K	Jun 30, 26	+355	0.09%
SFMG, LLC	82.78K	Jun 30, 26	-8.59K	0.09%
GWN SECURITIES INC.	65.39K	Jun 30, 26	+7.95K	0.07%
Brookwood Investment Group LLC	61.89K	Jun 30, 26	+8.18K	0.07%
Tradition Wealth Management, LLC	60.71K	Jun 30, 26	+3.03K	0.06%
Main Street Financial Solutions, LLC	53.81K	Jun 30, 26	--	0.06%
JT Stratford LLC	52.11K	Jun 30, 26	-127	0.06%
Gallagher Fiduciary Advisors, LLC	50.53K	Jun 30, 26	--	0.05%
Capital Analysts, LLC	48.33K	Jun 30, 26	+4.94K	0.05%
IMA Advisory Services, Inc.	44.30K	Jun 30, 26	+44.30K	0.05%
PRINCIPAL SECURITIES, INC.	38.58K	Jun 30, 26	+25.59K	0.04%
WPWealth LLP	38.33K	Jun 30, 26	+201	0.04%
Stratos Wealth Partners, LTD.	38.08K	Jun 30, 26	+38.08K	0.04%
Arkadios Wealth Advisors	36.82K	Jun 30, 26	+4.85K	0.04%
Focus Partners Wealth	36.67K	Jun 30, 26	+15.87K	0.04%
Advisory Services Network, LLC	33.09K	Jun 30, 26	+3.33K	0.04%
Janney Montgomery Scott LLC	31.49K	Jun 30, 26	+269	0.03%
BENJAMIN EDWARDS INC	31.03K	Jun 30, 26	-1.47K	0.03%
Sonoma Allocations LLC	28.99K	Jun 30, 26	+11.18K	0.03%
RED REEF ADVISORS LLC	28.71K	Jun 30, 26	-11.74K	0.03%
SYKON CAPITAL LLC	28.34K	Jun 30, 26	+5.37K	0.03%
Madison Wealth Partners, Inc	27.46K	Jun 30, 26	-75	0.03%
STEPHENS INC /AR/	27.01K	Jun 30, 26	+3.06K	0.03%
Core Wealth Advisors, Inc.	26.59K	Jun 30, 26	+3.97K	0.03%
BFC Planning, Inc.	26.52K	Jun 30, 26	+2.08K	0.03%
Vantage Point Financial LLC	24.67K	Jun 30, 26	-5.39K	0.03%
Palumbo Wealth Management LLC	23.10K	Jun 30, 26	-379	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	23.04K	Jun 30, 26	-1.04K	0.02%
NewEdge Wealth, LLC	22.49K	Jun 30, 26	+2.59K	0.02%
Sequent Planning LLC	22.31K	Jun 30, 26	+450	0.02%
GTS FINANCIAL, LLC	22.12K	Jun 30, 26	-2.71K	0.02%
IHT Wealth Management, LLC	21.82K	Jun 30, 26	-8.81K	0.02%
SMITH, MOORE & CO.	21.79K	Jun 30, 26	-204	0.02%
AssuredPartners Investment Advisors, LLC	20.93K	Jun 30, 26	+11.71K	0.02%
Betterment LLC	20.58K	Jun 30, 26	+3.42K	0.02%
Advyzon Investment Management, LLC	19.89K	Jun 30, 26	+1.38K	0.02%
JPMORGAN CHASE & CO	18.16K	Jun 30, 26	+989	0.02%
Pine Harbor Wealth Management, LLC	17.92K	Jun 30, 26	--	0.02%
Disciplined Investments, LLC	17.78K	Jun 30, 26	--	0.02%
Ameritas Advisory Services, LLC	17.42K	Jun 30, 26	+17.42K	0.02%
Sovereign Financial Group, Inc.	17.23K	Jun 30, 26	+3.01K	0.02%
SYON CAPITAL LLC	17.07K	Jun 30, 26	--	0.02%
Tanglewood Legacy Advisors, LLC	16.66K	Jun 30, 26	--	0.02%
CFO4Life Group, LLC	16.32K	Jun 30, 26	-3.79K	0.02%
Summit Wealth Partners, LLC	15.01K	Jun 30, 26	-221	0.02%
Fortune Financial Advisors, LLC	14.91K	Jun 30, 26	-248	0.02%
Apriem Advisors	14.62K	Jun 30, 26	+14.62K	0.02%
Inspire Advisors, LLC	13.76K	Jun 30, 26	+3.27K	0.01%
Quantinno Capital Management LP	12.17K	Jun 30, 26	+12.17K	0.01%
WorthPointe, LLC	11.67K	Jun 30, 26	+4.07K	0.01%
Sanctuary Advisors, LLC	11.61K	Jun 30, 26	-1.01K	0.01%
COFG Advisors, LLC	11.52K	Jun 30, 26	-296	0.01%
VISTA INVESTMENT MANAGEMENT	10.46K	Jun 30, 26	--	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	9.87K	Jun 30, 26	-4.35K	0.01%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	9.56K	Jun 30, 26	--	0.01%
Forefront Wealth Partners, LLC	9.44K	Jun 30, 26	+9.44K	0.01%
Keating Financial Advisory Services, Inc.	9.31K	Jun 30, 26	-10	0.01%
Modern Wealth Management, LLC	9.22K	Jun 30, 26	--	0.01%
Legacy Wealth Managment, LLC/ID	8.38K	Jun 30, 26	-75	0.01%
Integrated Wealth Concepts LLC	8.35K	Jun 30, 26	+8.35K	0.01%
Savvy Advisors, Inc.	8.21K	Jun 30, 26	+2.00K	0.01%
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.	8.17K	Jun 30, 26	-4.12K	0.01%
GeoWealth Management, LLC	7.11K	Jun 30, 26	+1.83K	0.01%
QUEST INVESTMENT MANAGEMENT LLC	6.64K	Jun 30, 26	+205	0.01%
Continuum Advisory, LLC	5.23K	Jun 30, 26	+5.23K	0.01%
WELLS FARGO & COMPANY/MN	4.70K	Jun 30, 26	+900	0.00%
MORGAN STANLEY	3.75K	Jun 30, 26	-1.64K	0.00%
Oakmont Advisory Group, LLC	3.65K	Jun 30, 26	+3.65K	0.00%
Caitlin John, LLC	1.85K	Jun 30, 26	-196	0.00%
UBS Group AG	1.50K	Jun 30, 26	+1.50K	0.00%
WealthShield Partners, LLC	1.19K	Jun 30, 26	-900	0.00%
Ameritas Investment Partners, Inc.	1.00K	Jun 30, 26	+1.00K	0.00%
Benson Wealth Management INC	923	Jun 30, 26	--	0.00%
ROYAL BANK OF CANADA	194	Jun 30, 26	+194	0.00%
Waverly Advisors, LLC	--	Jun 30, 26	-2.05K	--
Snowden Capital Advisors LLC	--	Jun 30, 26	-37.09K	--
ZACKS INVESTMENT MANAGEMENT	--	Jun 30, 26	-7.85K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-95.53K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-37.05K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Jun 30, 26	-415	--
MAI Capital Management	--	Jun 30, 26	-184	--
CWM, LLC	745.82K	Mar 31, 26	-41.45K	0.79%
Sunbelt Securities, Inc.	467.92K	Mar 31, 26	+10.23K	0.50%
U.S. Capital Wealth Advisors, LLC	131.80K	Mar 31, 26	+6.24K	0.14%
Coordinated Financial Services, Inc.	24.16K	Mar 31, 26	+24.16K	0.03%
ROVIN CAPITAL /UT/ /ADV	89.01K	Dec 31, 25	+1.18K	0.09%
Vantage Financial Partners, LLC	59.56K	Dec 31, 25	+20.65K	0.06%
Motiv8 Investments LLC	1.30K	Dec 31, 25	+1.30K	0.00%
CIBC Private Wealth Group LLC	17	Dec 31, 25	+17	0.00%
Atria Wealth Solutions, Inc.	177.99K	Jun 30, 25	-73.63K	0.19%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	109.19K	Jun 30, 25	+109.19K	0.12%
AVANTAX ADVISORY SERVICES, INC.	7.58K	Jun 30, 25	-3.85K	0.01%
Legacy Investment Solutions, LLC	2.48K	Jun 30, 25	+2.48K	0.00%
Orion Portfolio Solutions, LLC	592.98K	Mar 31, 25	+533.38K	0.63%
Bison Wealth, LLC	41.23K	Dec 31, 24	+17.46K	0.04%
Raymond James Financial Services Advisors, Inc.	491.97K	Sep 30, 24	+290.23K	0.52%
RAYMOND JAMES & ASSOCIATES	138.37K	Sep 30, 24	+12.95K	0.15%
BENJAMIN F. EDWARDS & COMPANY, INC.	5.24K	Jun 30, 24	-1.47K	0.01%
Cetera Advisor Networks LLC	447.47K	Mar 31, 24	+59.17K	0.47%
Cetera Advisors LLC	217.07K	Mar 31, 24	+178.21K	0.23%
DFPG INVESTMENTS, LLC	62.27K	Dec 31, 23	-65	0.07%
Key Bridge Compliance, LLC	10.58K	Sep 30, 23	+10.58K	0.01%
Karp Capital Management Corp	358.10K	Sep 30, 22	-268	0.38%
Dixon Hughes Goodman Wealth Advisors LLC	--	Mar 31, 22	-770	--