How do I set a price alert for BSCV?

To set a BSCV price alert on Stock Alarm Pro, navigate to the BSCV 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 BSCV?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for BSCV. 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 BSCV?

Stock Alarm Pro supports over 125 trigger types for BSCV: 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 BSCV price changes?

BSCV 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 BSCV alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for BSCV 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.

BSCV Institutional Ownership & 13F Filings

Invesco BulletShares 2031 Corporate Bond ETF(BSCV)

NASDAQClosing price · checked 9:06 PM ETAbout this dataData status

$15.87▼-0.08 (-0.50%)

Extended:$15.87+0.00 (+0.00%)

WatchlistChart Studio

BSCV(BSCV)

BSCV

Institutional Ownership

Top 283 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	4.24M	Sep 30, 26	+731.28K	3.48%
Avior Wealth Management, LLC	2.60M	Sep 30, 26	+195.61K	2.13%
HENGEHOLD CAPITAL MANAGEMENT LLC	2.46M	Sep 30, 26	+65.64K	2.02%
UBS Group AG	1.89M	Sep 30, 26	+73.75K	1.55%
MONECO ADVISORS, LLC	1.71M	Sep 30, 26	+135.19K	1.41%
Headland Capital, LLC	1.57M	Sep 30, 26	+265.33K	1.29%
Clark Asset Management, LLC	1.38M	Sep 30, 26	+229.80K	1.13%
Capital Investment Counsel, LLC	1.35M	Sep 30, 26	+16.00K	1.11%
GPM Growth Investors, Inc.	989.95K	Sep 30, 26	-1.94K	0.81%
Legacy Financial Group LLC	908.49K	Sep 30, 26	+62.22K	0.74%
KIRR MARBACH & CO LLC /IN/	723.00K	Sep 30, 26	+234.84K	0.59%
COOKSON PEIRCE & CO INC	693.89K	Sep 30, 26	+26.94K	0.57%
CENTRAL VALLEY ADVISORS, LLC	688.23K	Sep 30, 26	+24.87K	0.56%
Lido Advisors, LLC	632.83K	Sep 30, 26	+20.49K	0.52%
Kestra Advisory Services, LLC	624.33K	Sep 30, 26	+167.43K	0.51%
Hills Bank & Trust Co	612.10K	Sep 30, 26	+9.25K	0.50%
Asset Dedication, LLC	595.79K	Sep 30, 26	+46.65K	0.49%
Cornerstone Planning, LLC	592.22K	Sep 30, 26	+5.52K	0.49%
HUB Investment Partners, LLC	544.45K	Sep 30, 26	+67.20K	0.45%
Marietta Wealth Management, LLC	488.13K	Sep 30, 26	+11.79K	0.40%
VAUGHAN DAVID INVESTMENTS LLC/IL	456.93K	Sep 30, 26	+82.64K	0.37%
TRUIST FINANCIAL CORP	430.44K	Sep 30, 26	+61.37K	0.35%
Colonial Trust Advisors	424.99K	Sep 30, 26	+141.90K	0.35%
Red Spruce Capital, LLC	422.13K	Sep 30, 26	-126	0.35%
Decker Wealth Management LLC	397.15K	Sep 30, 26	-12.36K	0.33%
Waycross Investment Management Co	379.17K	Sep 30, 26	+6.32K	0.31%
Carroll Advisory Group, LLC	352.72K	Sep 30, 26	+103.33K	0.29%
BCS Wealth Management	326.26K	Sep 30, 26	+13.93K	0.27%
NorthAvenue LLC	318.74K	Sep 30, 26	+15.02K	0.26%
Carmel Capital Partners, LLC	313.67K	Sep 30, 26	-81.50K	0.26%
Straight Path Wealth Management	298.60K	Sep 30, 26	+34.88K	0.24%
ProVise Management Group, LLC	266.62K	Sep 30, 26	+152.11K	0.22%
Ledgewood Wealth Advisors, LLC	253.45K	Sep 30, 26	-837	0.21%
Geneos Wealth Management Inc.	251.86K	Sep 30, 26	+212.01K	0.21%
Carnegie Investment Counsel	246.70K	Sep 30, 26	+72.19K	0.20%
SFE Investment Counsel	240.94K	Sep 30, 26	+95.92K	0.20%
Advisory Solutions Group, LLC	239.96K	Sep 30, 26	+239.96K	0.20%
MGO ONE SEVEN LLC	234.31K	Sep 30, 26	+234.31K	0.19%
Horizons Wealth Management	230.41K	Sep 30, 26	+230.41K	0.19%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	221.59K	Sep 30, 26	+1.05K	0.18%
AA Financial Advisors, LLC	221.23K	Sep 30, 26	+5.76K	0.18%
Banco Santander, S.A.	215.43K	Sep 30, 26	+215.43K	0.18%
Apollon Wealth Management, LLC	214.04K	Sep 30, 26	-133.43K	0.18%
Opulen Financial Group LLC	208.25K	Sep 30, 26	+15.22K	0.17%
Colonial Trust Co / SC	206.21K	Sep 30, 26	+79.83K	0.17%
Infinity Wealth Counsel, LLC	205.29K	Sep 30, 26	+2.75K	0.17%
Farnam Financial LLC	198.92K	Sep 30, 26	+4.85K	0.16%
Wilkins Miller Wealth Management, LLC	182.34K	Sep 30, 26	+1.39K	0.15%
FOURPATH CAPITAL MANAGEMENT, LLC	181.82K	Sep 30, 26	+24.38K	0.15%
Addison Advisors LLC	176.11K	Sep 30, 26	+1.01K	0.14%
Heritage Trust Co	172.50K	Sep 30, 26	+17.35K	0.14%
Cambridge Investment Research Advisors, Inc.	171.95K	Sep 30, 26	+18.99K	0.14%
LeClair Wealth Partners LLC	152.72K	Sep 30, 26	+1.87K	0.13%
Oliver Luxxe Assets LLC	150.50K	Sep 30, 26	+57.61K	0.12%
COMMONWEALTH EQUITY SERVICES, LLC	145.77K	Sep 30, 26	+11.10K	0.12%
HUNTINGTON NATIONAL BANK	145.00K	Sep 30, 26	+6.55K	0.12%
Ellevest, Inc.	124.99K	Sep 30, 26	+4.71K	0.10%
BUTENSKY & COHEN FINANCIAL SECURITY, INC	105.28K	Sep 30, 26	+6.90K	0.09%
Independence Bank of Kentucky	101.49K	Sep 30, 26	+6.57K	0.08%
SAWGRASS ASSET MANAGEMENT LLC	99.84K	Sep 30, 26	-180	0.08%
Kinetic Wealth Investment Advisors LLC	96.82K	Sep 30, 26	+18.14K	0.08%
G2 CAPITAL MANAGEMENT, LLC / OH	91.32K	Sep 30, 26	+1.10K	0.07%
River Wealth Advisors LLC	90.32K	Sep 30, 26	+9.88K	0.07%
Golden Reserve Retirement LLC	88.77K	Sep 30, 26	-977	0.07%
Clearstead Advisors, LLC	85.55K	Sep 30, 26	+7.69K	0.07%
J.W. COLE ADVISORS, INC.	85.16K	Sep 30, 26	+1.49K	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	84.88K	Sep 30, 26	-3.52K	0.07%
Parallel Advisors, LLC	84.56K	Sep 30, 26	+29.35K	0.07%
Avise Financial Cooperative, Inc.	78.93K	Sep 30, 26	+8.10K	0.06%
SIGMA INVESTMENT COUNSELORS INC	78.89K	Sep 30, 26	+61.46K	0.06%
Redmond Asset Management, LLC	69.08K	Sep 30, 26	+7.71K	0.06%
CONTINUUM WEALTH ADVISORS, LLC	66.30K	Sep 30, 26	--	0.05%
Prospera Financial Services Inc	66.30K	Sep 30, 26	+66.30K	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	65.37K	Sep 30, 26	-26.04K	0.05%
VestGen Advisors, LLC	59.68K	Sep 30, 26	+2.56K	0.05%
Legacy Wealth Management, LLC / MS	57.54K	Sep 30, 26	-3.61K	0.05%
Concurrent Investment Advisors, LLC	55.12K	Sep 30, 26	+14.62K	0.05%
Farther Finance Advisors, LLC	49.48K	Sep 30, 26	-22.95K	0.04%
Apella Capital, LLC	49.02K	Sep 30, 26	+1.53K	0.04%
Kohmann Bosshard Financial Services, LLC	48.98K	Sep 30, 26	+1	0.04%
Aprio Wealth Management, LLC	45.80K	Sep 30, 26	+209	0.04%
WHITENER CAPITAL MANAGEMENT, INC.	44.53K	Sep 30, 26	+22.49K	0.04%
SAX WEALTH ADVISORS, LLC	42.08K	Sep 30, 26	+4.75K	0.03%
Allen Capital Group, LLC	41.45K	Sep 30, 26	+173	0.03%
Wealth Quarterback LLC	41.24K	Sep 30, 26	+6.79K	0.03%
SILVERLAKE WEALTH MANAGEMENT LLC	35.15K	Sep 30, 26	+14.52K	0.03%
Hobbs Group Advisors, LLC	34.71K	Sep 30, 26	+308	0.03%
HARBOUR INVESTMENTS, INC.	33.88K	Sep 30, 26	+402	0.03%
Ironwood Financial, llc	33.83K	Sep 30, 26	+990	0.03%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	33.11K	Sep 30, 26	+33.11K	0.03%
XY Planning Network, Inc.	32.50K	Sep 30, 26	+12.74K	0.03%
Redhawk Wealth Advisors, Inc.	30.52K	Sep 30, 26	+4.61K	0.03%
Capital Investment Advisory Services, LLC	29.00K	Sep 30, 26	--	0.02%
Private Advisor Group, LLC	28.56K	Sep 30, 26	+9.79K	0.02%
Quartz Partners, LLC	27.94K	Sep 30, 26	--	0.02%
Redwood Financial Network Corp	27.76K	Sep 30, 26	+1.50K	0.02%
JM2 Capital Inc.	24.90K	Sep 30, 26	+2.72K	0.02%
Focus Advisor Solutions, LLC	21.63K	Sep 30, 26	-9.38K	0.02%
Livet Wealth, LLC	21.53K	Sep 30, 26	+8.29K	0.02%
ETF Store, Inc.	21.35K	Sep 30, 26	-70	0.02%
Segment Wealth Management, LLC	21.14K	Sep 30, 26	-710	0.02%
Capital Investment Advisors, LLC	21.04K	Sep 30, 26	+669	0.02%
First Command Advisory Services, Inc.	21.00K	Sep 30, 26	-10.49K	0.02%
MISSION WEALTH MANAGEMENT, LP	20.64K	Sep 30, 26	-5.19K	0.02%
HOWARD WEALTH MANAGEMENT, LLC	20.51K	Sep 30, 26	--	0.02%
Krilogy Financial LLC	19.91K	Sep 30, 26	+19.91K	0.02%
AXXCESS WEALTH MANAGEMENT, LLC	18.83K	Sep 30, 26	+15	0.02%
Milestones Private Investment Advisors LLC	18.25K	Sep 30, 26	-3.88K	0.01%
Wingate Wealth Advisors, Inc.	18.23K	Sep 30, 26	+220	0.01%
Legacy Wealth Partners, LLC	18.13K	Sep 30, 26	+2.00K	0.01%
YANKCOM Partnership	17.73K	Sep 30, 26	-3.00K	0.01%
Pinnacle Bancorp, Inc.	17.63K	Sep 30, 26	--	0.01%
Tempo Wealth, LLC	17.34K	Sep 30, 26	-2.36K	0.01%
Schear Investment Advisers, LLC	17.34K	Sep 30, 26	+17.34K	0.01%
Roundview Capital LLC	16.80K	Sep 30, 26	--	0.01%
HighTower Advisors, LLC	16.75K	Sep 30, 26	+470	0.01%
Bill Few Associates, Inc.	16.60K	Sep 30, 26	--	0.01%
Goodman Financial Corp	16.57K	Sep 30, 26	+16.57K	0.01%
Somerset Trust Co	15.85K	Sep 30, 26	+4.40K	0.01%
Sensible Money, LLC	15.61K	Sep 30, 26	+15.61K	0.01%
Cherry Tree Wealth Management, LLC	15.37K	Sep 30, 26	--	0.01%
Dynamic Advisor Solutions LLC	15.04K	Sep 30, 26	+182	0.01%
Jacobi Capital Management LLC	13.70K	Sep 30, 26	+13.70K	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	13.69K	Sep 30, 26	+1.57K	0.01%
CRA Financial Services, LLC	13.57K	Sep 30, 26	--	0.01%
Accurate Wealth Management, LLC	13.28K	Sep 30, 26	-171	0.01%
Koshinski Asset Management, Inc.	12.90K	Sep 30, 26	+12.90K	0.01%
Yoder Wealth Management, Inc.	12.60K	Sep 30, 26	+1.90K	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	12.45K	Sep 30, 26	+12.45K	0.01%
Red Oak Financial Group, LLC	12.36K	Sep 30, 26	+149	0.01%
GILL CAPITAL PARTNERS, LLC	12.04K	Sep 30, 26	--	0.01%
Darden Wealth Group Inc	12.00K	Sep 30, 26	--	0.01%
Laurel Wealth Advisors LLC	11.80K	Sep 30, 26	+11.80K	0.01%
Insight Wealth Partners, LLC	11.62K	Sep 30, 26	+11.62K	0.01%
Berman McAleer LLC	11.60K	Sep 30, 26	--	0.01%
Larson Financial Group LLC	11.41K	Sep 30, 26	+193	0.01%
FIFTH THIRD BANCORP	11.39K	Sep 30, 26	+740	0.01%
MINDSET WEALTH MANAGEMENT, LLC	11.37K	Sep 30, 26	--	0.01%
Wealthcare Advisory Partners LLC	11.26K	Sep 30, 26	+11.26K	0.01%
Sowell Financial Services LLC	10.86K	Sep 30, 26	+10.86K	0.01%
Key FInancial Inc	10.60K	Sep 30, 26	--	0.01%
SENTINEL PENSION ADVISORS, LLC	10.57K	Sep 30, 26	-319	0.01%
RVW Wealth, LLC	10.22K	Sep 30, 26	--	0.01%
MONTAG A & ASSOCIATES INC	9.25K	Sep 30, 26	+3.00K	0.01%
US BANCORP \DE\	7.62K	Sep 30, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	7.53K	Sep 30, 26	+277	0.01%
IFP Advisors, Inc	6.24K	Sep 30, 26	-172	0.01%
Marquette Asset Management, LLC	5.63K	Sep 30, 26	--	0.00%
Wilmington Savings Fund Society, FSB	5.00K	Sep 30, 26	--	0.00%
Sarver Vrooman Wealth Advisors	4.50K	Sep 30, 26	--	0.00%
PRIVATE TRUST CO NA	4.37K	Sep 30, 26	+3.05K	0.00%
SJS Investment Consulting Inc.	4.01K	Sep 30, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	3.91K	Sep 30, 26	--	0.00%
Anchor Investment Management, LLC	3.80K	Sep 30, 26	+3.80K	0.00%
Davis Capital Management	3.61K	Sep 30, 26	+205	0.00%
Nuveen, LLC	2.29K	Sep 30, 26	+2.29K	0.00%
EASTERN BANK	2.02K	Sep 30, 26	--	0.00%
Allworth Financial LP	1.80K	Sep 30, 26	--	0.00%
IFG Advisory, LLC	1.69K	Sep 30, 26	+20	0.00%
Global Retirement Partners, LLC	1.46K	Sep 30, 26	--	0.00%
City State Bank	1.34K	Sep 30, 26	--	0.00%
FMR LLC	1.33K	Sep 30, 26	-663	0.00%
Smithfield Trust Co	1.31K	Sep 30, 26	--	0.00%
FINANCIAL CONSULATE, INC	1.18K	Sep 30, 26	+1.18K	0.00%
RHL GROUP, LLC	841	Sep 30, 26	--	0.00%
Signature Equity Partners, LLC	779	Sep 30, 26	+779	0.00%
Golden State Wealth Management, LLC	104	Sep 30, 26	+2	0.00%
Caldwell Trust Co	62	Sep 30, 26	--	0.00%
Allspring Global Investments Holdings, LLC	--	Sep 30, 26	-444	--
Apeiron RIA LLC	--	Sep 30, 26	-31.53K	--
Knights of Columbus Asset Advisors LLC	--	Sep 30, 26	-10.03K	--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	--	Sep 30, 26	-4.63K	--
AlphaCore Capital LLC	--	Sep 30, 26	-2.00K	--
WORLD EQUITY GROUP, INC.	--	Sep 30, 26	-10.52K	--
AdvisorNet Financial, Inc	--	Sep 30, 26	-1.20K	--
Atria Investments, Inc	--	Sep 30, 26	-66.40K	--
BankPlus Trust Department	--	Sep 30, 26	-600	--
Aptus Capital Advisors, LLC	10.83M	Jun 30, 26	+188.51K	8.88%
MORGAN STANLEY	7.68M	Jun 30, 26	+621.89K	6.29%
RAYMOND JAMES FINANCIAL INC	4.29M	Jun 30, 26	+337.10K	3.52%
Atlantic Union Bankshares Corp	3.07M	Jun 30, 26	+628.50K	2.52%
Invesco Ltd.	2.45M	Jun 30, 26	+327.11K	2.00%
WELLS FARGO & COMPANY/MN	2.18M	Jun 30, 26	+172.02K	1.79%
BANK OF AMERICA CORP /DE/	2.18M	Jun 30, 26	+132.33K	1.79%
UBS Group AG	1.82M	Jun 30, 26	+521.30K	1.49%
ROYAL BANK OF CANADA	1.65M	Jun 30, 26	+262.88K	1.35%
&PARTNERS	1.57M	Jun 30, 26	+61.99K	1.29%
STIFEL FINANCIAL CORP	1.31M	Jun 30, 26	+47.63K	1.08%
Waverly Advisors, LLC	1.26M	Jun 30, 26	+1.23M	1.03%
Baird Financial Group, Inc.	1.05M	Jun 30, 26	+66.86K	0.86%
Janney Montgomery Scott LLC	1.03M	Jun 30, 26	+38.27K	0.85%
MAI Capital Management	974.09K	Jun 30, 26	+74.97K	0.80%
Legacy Financial Group LLC	846.27K	Jun 30, 26	+258.85K	0.69%
ENVESTNET ASSET MANAGEMENT INC	750.71K	Jun 30, 26	+126.97K	0.62%
JONES FINANCIAL COMPANIES LLLP	688.53K	Jun 30, 26	+107.25K	0.56%
DAVIS R M INC	653.04K	Jun 30, 26	+230.97K	0.54%
AMJ Financial Wealth Management	622.50K	Jun 30, 26	--	0.51%
Hills Bank & Trust Co	602.86K	Jun 30, 26	-2.02M	0.49%
Goepper Burkhardt LLC	588.20K	Jun 30, 26	+71.33K	0.48%
Modern Wealth Management, LLC	549.84K	Jun 30, 26	+32.93K	0.45%
OSAIC HOLDINGS, INC.	548.15K	Jun 30, 26	+29.33K	0.45%
AMERIPRISE FINANCIAL INC	512.47K	Jun 30, 26	+267.23K	0.42%
JANE STREET GROUP, LLC	485.74K	Jun 30, 26	+78.56K	0.40%
MML INVESTORS SERVICES, LLC	464.25K	Jun 30, 26	+82.55K	0.38%
Sanctuary Advisors, LLC	453.79K	Jun 30, 26	-171.33K	0.37%
Cetera Investment Advisers	325.89K	Jun 30, 26	+70.76K	0.27%
STEPHENS INC /AR/	301.79K	Jun 30, 26	+14.15K	0.25%
Colonial Trust Advisors	283.09K	Jun 30, 26	+36.53K	0.23%
MORTON COMMUNITY BANK	268.40K	Jun 30, 26	+19.97K	0.22%
NOVARE CAPITAL MANAGEMENT LLC	221.57K	Jun 30, 26	+18.72K	0.18%
Savvy Advisors, Inc.	176.93K	Jun 30, 26	+176.93K	0.15%
CAPTRUST FINANCIAL ADVISORS	164.33K	Jun 30, 26	+24.56K	0.13%
Equitable Holdings, Inc.	153.90K	Jun 30, 26	+11.31K	0.13%
WEBSTER BANK, N. A.	153.56K	Jun 30, 26	+153.56K	0.13%
Colonial Trust Co / SC	126.38K	Jun 30, 26	+8.56K	0.10%
NewEdge Advisors, LLC	120.39K	Jun 30, 26	-4.79K	0.10%
EVERPAR ADVISORS LLC	90.60K	Jun 30, 26	+10.19K	0.07%
ArborFi Advisors, LLC	84.79K	Jun 30, 26	+3.21K	0.07%
Ark Wealth Advisors LLC	77.65K	Jun 30, 26	+15.84K	0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	69.88K	Jun 30, 26	+6.49K	0.06%
CITADEL ADVISORS LLC	68.55K	Jun 30, 26	-6.61K	0.06%
CVFG LLC	62.57K	Jun 30, 26	--	0.05%
Beacon Pointe Advisors, LLC	59.13K	Jun 30, 26	+4.16K	0.05%
FCA CORP /TX	54.04K	Jun 30, 26	+1.90K	0.04%
PRINCIPAL SECURITIES, INC.	51.10K	Jun 30, 26	+4.61K	0.04%
Integrated Wealth Concepts LLC	48.90K	Jun 30, 26	+9.44K	0.04%
IMA Advisory Services, Inc.	45.25K	Jun 30, 26	+45.25K	0.04%
HANOVER ADVISORS INC	41.18K	Jun 30, 26	+6.37K	0.03%
Stratos Wealth Partners, LTD.	35.30K	Jun 30, 26	--	0.03%
Hobbs Group Advisors, LLC	34.40K	Jun 30, 26	-8.80K	0.03%
Axis Wealth Partners, LLC	31.19K	Jun 30, 26	+1.26K	0.03%
Capital Analysts, LLC	30.76K	Jun 30, 26	+7.50K	0.03%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	24.38K	Jun 30, 26	+3.95K	0.02%
Rothschild Wealth LLC	18.48K	Jun 30, 26	--	0.02%
Roundview Capital LLC	16.80K	Jun 30, 26	+16.80K	0.01%
Gladstone Institutional Advisory LLC	15.96K	Jun 30, 26	+3.45K	0.01%
RPg Family Wealth Advisory, LLC	15.00K	Jun 30, 26	-8.19K	0.01%
Vestmark Advisory Solutions, Inc.	14.08K	Jun 30, 26	+14.08K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	12.86K	Jun 30, 26	-64.50K	0.01%
BENJAMIN EDWARDS INC	12.62K	Jun 30, 26	+555	0.01%
Red Oak Financial Group, LLC	12.21K	Jun 30, 26	+12.21K	0.01%
Sequoia Financial Advisors, LLC	11.79K	Jun 30, 26	-14.28K	0.01%
Kingsview Wealth Management, LLC	11.64K	Jun 30, 26	+591	0.01%
Mariner, LLC	11.50K	Jun 30, 26	+11.50K	0.01%
Rockefeller Capital Management L.P.	9.91K	Jun 30, 26	-235	0.01%
EP Wealth Advisors, LLC	6.23K	Jun 30, 26	+6.23K	0.01%
Steward Partners Investment Advisory, LLC	3.35K	Jun 30, 26	+432	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.56K	Jun 30, 26	-25	0.00%
JPMORGAN CHASE & CO	986	Jun 30, 26	-61.77K	0.00%
VANGUARD ADVISERS INC	884	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	588	Jun 30, 26	+6	0.00%
Topsail Wealth Management, LLC	500	Jun 30, 26	--	0.00%
BFC Planning, Inc.	323	Jun 30, 26	--	0.00%
HRT FINANCIAL LP	--	Jun 30, 26	-62.80K	--
Motley Fool Wealth Management, LLC	--	Jun 30, 26	-654.60K	--
Advisory Services Network, LLC	--	Jun 30, 26	-6.38K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-123.56K	--
AE Wealth Management LLC	--	Jun 30, 26	-274	--
Gateway Wealth Partners, LLC	--	Jun 30, 26	-11.14K	--
Focus Partners Wealth	--	Jun 30, 26	-858.29K	--
TruWealth Advisors, LLC	1.24M	Mar 31, 26	-34.47K	1.02%
CWM, LLC	164.74K	Mar 31, 26	+154.71K	0.14%
Coordinated Financial Services, Inc.	42.59K	Mar 31, 26	-1.85K	0.03%
Prosperity Wealth Management, Inc.	20.77K	Dec 31, 25	+10.00K	0.02%
COMERICA BANK	9.05K	Dec 31, 25	-26.13K	0.01%
Vishria Bird Financial Group, LLC	280.58K	Sep 30, 25	-1.94K	0.23%
Sterling Financial Group, Inc.	26.07K	Sep 30, 25	+2.73K	0.02%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-18.48K	--
Kaye Capital Management	518.42K	Jun 30, 25	-95.91K	0.43%
Exchange Capital Management, Inc.	188.96K	Jun 30, 25	-5.02K	0.15%
AVANTAX ADVISORY SERVICES, INC.	48.26K	Jun 30, 25	-612	0.04%
Coordinated Financial Services, Inc./CO	33.68K	Mar 31, 25	+33.68K	0.03%
Aveo Capital Partners, LLC	--	Mar 31, 25	-18.82K	--
Kades & Cheifetz LLC	12.27K	Dec 31, 24	+131	0.01%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-367	--
RAYMOND JAMES & ASSOCIATES	2.02M	Sep 30, 24	+154.52K	1.66%
Raymond James Financial Services Advisors, Inc.	1.17M	Sep 30, 24	+38.01K	0.96%
BENJAMIN F. EDWARDS & COMPANY, INC.	11.51K	Jun 30, 24	+2.30K	0.01%
Cetera Advisors LLC	49.87K	Mar 31, 24	+28.90K	0.04%
Financial Advisory Group	29.05K	Mar 31, 24	+29.05K	0.02%
AMERICAN NATIONAL BANK & TRUST CO /VA/	15.25K	Mar 31, 24	+15.25K	0.01%
First Command Financial Services, Inc.	7.64K	Jun 30, 23	+102	0.01%
First Command Bank	7.64K	Jun 30, 23	+102	0.01%