How do I set a price alert for CSHI?

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

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

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

CSHI 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 CSHI alerts?

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

CSHI Institutional Ownership & 13F Filings

Neos Enhanced Income Cash Alternative ETF(CSHI)

$49.70—Stale · unknown old

WatchlistAsk SA Chart

Neos Enhanced Income Cash Alternative ETF(CSHI)

NYSE • Last print unknown agoAbout this data

$49.70—Stale · unknown old

WatchlistAsk SA Chart Studio

CSHI(CSHI)

CSHI

Institutional Ownership

Latest holdings as of Jun 30, 2026Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 146 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	685.49K	Jun 30, 26	+267.52K	3.11%
Gradient Investments LLC	565.30K	Jun 30, 26	+54.91K	2.56%
UBS Group AG	531.01K	Jun 30, 26	+370.33K	2.41%
New England Private Wealth Advisors LLC	517.93K	Jun 30, 26	+278.22K	2.35%
Retirement Planning Group	438.61K	Jun 30, 26	+150.53K	1.99%
ATTICUS WEALTH MANAGEMENT, LLC	432.17K	Jun 30, 26	+95.58K	1.96%
Richard P Slaughter Associates Inc	417.34K	Jun 30, 26	-273.69K	1.89%
COMMONWEALTH EQUITY SERVICES, LLC	409.85K	Jun 30, 26	+15.65K	1.86%
Arkadios Wealth Advisors	361.79K	Jun 30, 26	+17.63K	1.64%
MADDEN SECURITIES Corp	284.04K	Jun 30, 26	+23.98K	1.29%
Global View Capital Management LLC	218.24K	Jun 30, 26	+178.06K	0.99%
Summit Financial, LLC	216.87K	Jun 30, 26	+43.36K	0.98%
Stratos Wealth Partners, LTD.	205.95K	Jun 30, 26	+20.76K	0.93%
MML INVESTORS SERVICES, LLC	202.93K	Jun 30, 26	+55.19K	0.92%
Grantvest Financial Group LLC	178.98K	Jun 30, 26	+3.12K	0.81%
Gainplan LLC	174.13K	Jun 30, 26	-2.38K	0.79%
Owen LaRue, LLC	169.55K	Jun 30, 26	-110.70K	0.77%
NewEdge Advisors, LLC	162.40K	Jun 30, 26	+49.23K	0.74%
Able Wealth Management LLC	161.27K	Jun 30, 26	-18.11K	0.73%
Atomi Financial Group, Inc.	149.06K	Jun 30, 26	-22.87K	0.68%
INDEPENDENT FINANCIAL GROUP, LLC	136.19K	Jun 30, 26	+3.27K	0.62%
Precision Wealth Strategies, LLC	123.15K	Jun 30, 26	-47.74K	0.56%
Capital Investment Advisory Services, LLC	120.83K	Jun 30, 26	-4.10K	0.55%
FSA Advisors, Inc.	111.15K	Jun 30, 26	+5.13K	0.50%
SRS Capital Advisors, Inc.	108.68K	Jun 30, 26	+69.10K	0.49%
Independent Wealth Advisors LLC	105.65K	Jun 30, 26	-22.59K	0.48%
STIFEL FINANCIAL CORP	104.36K	Jun 30, 26	+12.22K	0.47%
Apollon Wealth Management, LLC	102.93K	Jun 30, 26	+11.48K	0.47%
VERUS CAPITAL PARTNERS, LLC	77.40K	Jun 30, 26	+5.93K	0.35%
True North Advisors, LLC	71.93K	Jun 30, 26	+26.64K	0.33%
AssuredPartners Investment Advisors, LLC	68.79K	Jun 30, 26	+68.79K	0.31%
Mutual Advisors, LLC	67.05K	Jun 30, 26	+10.14K	0.30%
Gladstone Institutional Advisory LLC	66.48K	Jun 30, 26	-11.10K	0.30%
Farther Finance Advisors, LLC	59.37K	Jun 30, 26	+8.39K	0.27%
Wealthcare Advisory Partners LLC	53.89K	Jun 30, 26	-2.93K	0.24%
Inspire Advisors, LLC	53.66K	Jun 30, 26	+5.08K	0.24%
Claro Advisors LLC	52.47K	Jun 30, 26	-10.62K	0.24%
ARQ WEALTH ADVISORS, LLC	48.16K	Jun 30, 26	+24.99K	0.22%
Bright Futures Wealth Management, LLC.	47.42K	Jun 30, 26	+10.00K	0.22%
Private Advisor Group, LLC	44.70K	Jun 30, 26	-10.79K	0.20%
WT Wealth Management	44.62K	Jun 30, 26	+5.30K	0.20%
Impact Partnership Wealth, LLC	43.76K	Jun 30, 26	+8.93K	0.20%
Prospera Financial Services Inc	42.89K	Jun 30, 26	+9.82K	0.19%
HighTower Advisors, LLC	42.37K	Jun 30, 26	+1.14K	0.19%
KESTRA PRIVATE WEALTH SERVICES, LLC	37.78K	Jun 30, 26	+32.43K	0.17%
ALONGSIDE, LLC	36.63K	Jun 30, 26	+36.63K	0.17%
49 WEALTH MANAGEMENT, LLC	36.63K	Jun 30, 26	+36.63K	0.17%
MERCER GLOBAL ADVISORS INC /ADV	34.99K	Jun 30, 26	-148	0.16%
Belpointe Asset Management LLC	32.20K	Jun 30, 26	+8.52K	0.15%
JPMORGAN CHASE & CO	31.68K	Jun 30, 26	+14.42K	0.14%
Camarda Financial Advisors, LLC	29.48K	Jun 30, 26	+1.91K	0.13%
Dynamic Advisor Solutions LLC	29.34K	Jun 30, 26	+805	0.13%
High Net Worth Advisory Group LLC	28.25K	Jun 30, 26	+12.46K	0.13%
Unique Wealth Strategies, LLC	28.11K	Jun 30, 26	+5.63K	0.13%
CoreCap Advisors, LLC	25.92K	Jun 30, 26	+2.54K	0.12%
Cambridge Investment Research Advisors, Inc.	25.77K	Jun 30, 26	+15.36K	0.12%
Heck Capital Advisors, LLC	24.73K	Jun 30, 26	+1.37K	0.11%
Global Retirement Partners, LLC	24.15K	Jun 30, 26	+24.15K	0.11%
Cherry Creek Investment Advisors, Inc.	22.96K	Jun 30, 26	+900	0.10%
WEST MICHIGAN ADVISORS, LLC	22.27K	Jun 30, 26	+11.01K	0.10%
Ashton Thomas Private Wealth, LLC	22.01K	Jun 30, 26	+1.91K	0.10%
Balboa Wealth Partners	21.75K	Jun 30, 26	+6.74K	0.10%
Brookwood Investment Group LLC	20.83K	Jun 30, 26	+5.62K	0.09%
Paladin Wealth, LLC	20.44K	Jun 30, 26	+1.84K	0.09%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	20.41K	Jun 30, 26	+13.82K	0.09%
Trademark Financial Management, LLC	20.21K	Jun 30, 26	+20.21K	0.09%
Mason & Associates Inc	20.15K	Jun 30, 26	-9.71K	0.09%
Invst, LLC	18.62K	Jun 30, 26	+13.02K	0.08%
Ausdal Financial Partners, Inc.	18.51K	Jun 30, 26	+14.15K	0.08%
Latitude Advisors, LLC	18.38K	Jun 30, 26	-2.14K	0.08%
Empire Financial Management Company, LLC	17.95K	Jun 30, 26	+3.45K	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	17.61K	Jun 30, 26	+17.61K	0.08%
Brown Financial Advisors	16.93K	Jun 30, 26	+147	0.08%
ADVISOR GROUP HOLDINGS, INC.	15.46K	Jun 30, 26	+5.44K	0.07%
S&A Financial Services, Inc.	15.41K	Jun 30, 26	+10.47K	0.07%
Comprehensive Money Management Services LLC	15.03K	Jun 30, 26	+1.32K	0.07%
ENVESTNET ASSET MANAGEMENT INC	15.02K	Jun 30, 26	-579	0.07%
Kingsview Wealth Management, LLC	13.40K	Jun 30, 26	+13.40K	0.06%
Madison Wealth Partners, Inc	12.92K	Jun 30, 26	+2.02K	0.06%
CREATIVE FINANCIAL DESIGNS INC /ADV	12.15K	Jun 30, 26	+11.35K	0.06%
RPS ADVISORY SOLUTIONS LLC	11.87K	Jun 30, 26	+6.80K	0.05%
Integrated Wealth Concepts LLC	11.57K	Jun 30, 26	-127.45K	0.05%
COMPASS FINANCIAL MANAGEMENT LLC	11.27K	Jun 30, 26	+11.27K	0.05%
BIP Wealth, LLC	10.86K	Jun 30, 26	+10.86K	0.05%
Occidental Asset Management, LLC	10.85K	Jun 30, 26	+2.32K	0.05%
Carter Financial Group, INC.	10.62K	Jun 30, 26	+461	0.05%
Berger Financial Group, Inc	10.32K	Jun 30, 26	+1.24K	0.05%
Gateway Wealth Partners, LLC	10.20K	Jun 30, 26	-2.67K	0.05%
Mattson Financial Services, LLC	9.81K	Jun 30, 26	+406	0.04%
Essex Financial Services, Inc.	9.39K	Jun 30, 26	-1.37K	0.04%
Cannon Advisors, Inc.	9.19K	Jun 30, 26	-10.95K	0.04%
Allworth Financial LP	8.98K	Jun 30, 26	-2.02K	0.04%
WealthPlan Investment Management, LLC	8.36K	Jun 30, 26	+8.36K	0.04%
Redhawk Wealth Advisors, Inc.	8.11K	Jun 30, 26	-652	0.04%
STEPHENS INC /AR/	7.04K	Jun 30, 26	+3.01K	0.03%
WINNOW WEALTH LLC	7.01K	Jun 30, 26	+7.01K	0.03%
FIG FINANCIAL ADVISORY SERVICES INC /ADV	6.82K	Jun 30, 26	+6.82K	0.03%
INSIGNEO ADVISORY SERVICES, LLC	6.80K	Jun 30, 26	+60	0.03%
Cetera Investment Advisers	6.56K	Jun 30, 26	-3.84K	0.03%
RiverTree Advisors, LLC	6.44K	Jun 30, 26	-25.45K	0.03%
IFP Advisors, Inc	6.29K	Jun 30, 26	+335	0.03%
Thompson David Blair	5.53K	Jun 30, 26	+5.53K	0.03%
FLAGSHIP HARBOR ADVISORS, LLC	5.20K	Jun 30, 26	-1.66K	0.02%
MGO ONE SEVEN LLC	5.19K	Jun 30, 26	+5.19K	0.02%
NBC SECURITIES, INC.	5.18K	Jun 30, 26	-332	0.02%
Clearstead Advisors, LLC	5.05K	Jun 30, 26	-3.98K	0.02%
Krilogy Financial LLC	5.04K	Jun 30, 26	-737	0.02%
Valmark Advisers, Inc.	4.96K	Jun 30, 26	-12.87K	0.02%
Mariner, LLC	4.89K	Jun 30, 26	-3.34K	0.02%
PMV Capital Advisers, LLC	4.84K	Jun 30, 26	+262	0.02%
Sigma Planning Corp	4.07K	Jun 30, 26	+4.07K	0.02%
PRIVATE TRUST CO NA	4.00K	Jun 30, 26	+2.00K	0.02%
Triumph Capital Management	1.00K	Jun 30, 26	--	0.00%
Capital Analysts, LLC	543	Jun 30, 26	-16	0.00%
DHJJ Financial Advisors, Ltd.	410	Jun 30, 26	--	0.00%
Regatta Research & Money Management	405	Jun 30, 26	+405	0.00%
Larson Financial Group LLC	344	Jun 30, 26	+4	0.00%
HARBOUR INVESTMENTS, INC.	321	Jun 30, 26	+321	0.00%
Steward Partners Investment Advisory, LLC	175	Jun 30, 26	-1.93K	0.00%
Parallel Advisors, LLC	127	Jun 30, 26	+5	0.00%
ROYAL BANK OF CANADA	105	Jun 30, 26	--	0.00%
AE Wealth Management LLC	73	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	33	Jun 30, 26	+33	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	10	Jun 30, 26	+10	0.00%
Tower Research Capital LLC (TRC)	2	Jun 30, 26	+2	0.00%
WELLS FARGO & COMPANY/MN	1	Jun 30, 26	--	0.00%
MORGAN STANLEY	1	Jun 30, 26	-928	0.00%
Brinker Capital Investments, LLC	--	Jun 30, 26	-21.88K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-35.23K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-298	--
Savvy Advisors, Inc.	--	Jun 30, 26	-6.10K	--
Tactive Advisors, LLC	--	Jun 30, 26	-8.41K	--
MATHER GROUP, LLC.	--	Jun 30, 26	-1.91K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-1.23K	--
CWM, LLC	51.37K	Mar 31, 26	+12.10K	0.23%
Jackson Hole Capital Partners, LLC	638	Mar 31, 26	--	0.00%
CIBC Private Wealth Group, LLC	720	Dec 31, 25	--	0.00%
NAPA WEALTH MANAGEMENT	14.00K	Sep 30, 25	-12.99K	0.06%
Moloney Securities Asset Management, LLC	6.38K	Sep 30, 25	+6.38K	0.03%
Abich Financial Wealth Management LLC	290	Sep 30, 25	+290	0.00%
Summit X, LLC	47.77K	Jun 30, 25	+47.77K	0.22%
Legacy Investment Solutions, LLC	2	Jun 30, 25	+2	0.00%
Orion Portfolio Solutions, LLC	25.39K	Mar 31, 25	--	0.12%
First Trust Investment Solutions L.P.	7.62K	Sep 30, 24	+7.62K	0.03%
Derbend Asset Management	7.51K	Mar 31, 24	+3.00K	0.03%
Paragon Wealth Strategies, LLC	347.39K	Dec 31, 23	+12.32K	1.58%

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Holder

Date

Change

% Held

LPL Financial LLC

685.49K

Jun 30, 26

+267.52K

3.11%

Gradient Investments LLC

565.30K

Jun 30, 26

+54.91K

2.56%

UBS Group AG

531.01K

Jun 30, 26

+370.33K

2.41%

New England Private Wealth Advisors LLC

517.93K

Jun 30, 26

+278.22K

2.35%

Retirement Planning Group

438.61K

Jun 30, 26

+150.53K

1.99%

ATTICUS WEALTH MANAGEMENT, LLC

432.17K

Jun 30, 26

+95.58K

1.96%

Richard P Slaughter Associates Inc

417.34K

Jun 30, 26

-273.69K

1.89%

COMMONWEALTH EQUITY SERVICES, LLC

409.85K

Jun 30, 26

+15.65K

1.86%

Arkadios Wealth Advisors

361.79K

Jun 30, 26

+17.63K

1.64%

MADDEN SECURITIES Corp

284.04K

Jun 30, 26

+23.98K

1.29%

Global View Capital Management LLC

218.24K

Jun 30, 26

+178.06K

0.99%

Summit Financial, LLC

216.87K

Jun 30, 26

+43.36K

0.98%

Stratos Wealth Partners, LTD.

205.95K

Jun 30, 26

+20.76K

0.93%

MML INVESTORS SERVICES, LLC

202.93K

Jun 30, 26

+55.19K

0.92%

Grantvest Financial Group LLC

178.98K

Jun 30, 26

+3.12K

0.81%

Gainplan LLC

174.13K

Jun 30, 26

-2.38K

0.79%

Owen LaRue, LLC

169.55K

Jun 30, 26

-110.70K

0.77%

NewEdge Advisors, LLC

162.40K

Jun 30, 26

+49.23K

0.74%

Able Wealth Management LLC

161.27K

Jun 30, 26

-18.11K

0.73%

Atomi Financial Group, Inc.

149.06K

Jun 30, 26

-22.87K

0.68%

INDEPENDENT FINANCIAL GROUP, LLC

136.19K

Jun 30, 26

+3.27K

0.62%

Precision Wealth Strategies, LLC

123.15K

Jun 30, 26

-47.74K

0.56%

Capital Investment Advisory Services, LLC

120.83K

Jun 30, 26

-4.10K

0.55%

FSA Advisors, Inc.

111.15K

Jun 30, 26

+5.13K

0.50%

SRS Capital Advisors, Inc.

108.68K

Jun 30, 26

+69.10K

0.49%

Independent Wealth Advisors LLC

105.65K

Jun 30, 26

-22.59K

0.48%

STIFEL FINANCIAL CORP

104.36K

Jun 30, 26

+12.22K

0.47%

Apollon Wealth Management, LLC

102.93K

Jun 30, 26

+11.48K

0.47%

VERUS CAPITAL PARTNERS, LLC

77.40K

Jun 30, 26

+5.93K

0.35%

True North Advisors, LLC

71.93K

Jun 30, 26

+26.64K

0.33%

AssuredPartners Investment Advisors, LLC

68.79K

Jun 30, 26

+68.79K

0.31%

Mutual Advisors, LLC

67.05K

Jun 30, 26

+10.14K

0.30%

Gladstone Institutional Advisory LLC

66.48K

Jun 30, 26

-11.10K

0.30%

Farther Finance Advisors, LLC

59.37K

Jun 30, 26

+8.39K

0.27%

Wealthcare Advisory Partners LLC

53.89K

Jun 30, 26

-2.93K

0.24%

Inspire Advisors, LLC

53.66K

Jun 30, 26

+5.08K

0.24%

Claro Advisors LLC

52.47K

Jun 30, 26

-10.62K

0.24%

ARQ WEALTH ADVISORS, LLC

48.16K

Jun 30, 26

+24.99K

0.22%

Bright Futures Wealth Management, LLC.

47.42K

Jun 30, 26

+10.00K

0.22%

Private Advisor Group, LLC

44.70K

Jun 30, 26

-10.79K

0.20%

WT Wealth Management

44.62K

Jun 30, 26

+5.30K

0.20%

Impact Partnership Wealth, LLC

43.76K

Jun 30, 26

+8.93K

0.20%

Prospera Financial Services Inc

42.89K

Jun 30, 26

+9.82K

0.19%

HighTower Advisors, LLC

42.37K

Jun 30, 26

+1.14K

0.19%

KESTRA PRIVATE WEALTH SERVICES, LLC

37.78K

Jun 30, 26

+32.43K

0.17%

ALONGSIDE, LLC

36.63K

Jun 30, 26

+36.63K

0.17%

49 WEALTH MANAGEMENT, LLC

36.63K

Jun 30, 26

+36.63K

0.17%

MERCER GLOBAL ADVISORS INC /ADV

34.99K

Jun 30, 26

-148

0.16%

Belpointe Asset Management LLC

32.20K

Jun 30, 26

+8.52K

0.15%

JPMORGAN CHASE & CO

31.68K

Jun 30, 26

+14.42K

0.14%

Camarda Financial Advisors, LLC

29.48K

Jun 30, 26

+1.91K

0.13%

Dynamic Advisor Solutions LLC

29.34K

Jun 30, 26

+805

0.13%

High Net Worth Advisory Group LLC

28.25K

Jun 30, 26

+12.46K

0.13%

Unique Wealth Strategies, LLC

28.11K

Jun 30, 26

+5.63K

0.13%

CoreCap Advisors, LLC

25.92K

Jun 30, 26

+2.54K

0.12%

Cambridge Investment Research Advisors, Inc.

25.77K

Jun 30, 26

+15.36K

0.12%

Heck Capital Advisors, LLC

24.73K

Jun 30, 26

+1.37K

0.11%

Global Retirement Partners, LLC

24.15K

Jun 30, 26

+24.15K

0.11%

Cherry Creek Investment Advisors, Inc.

22.96K

Jun 30, 26

+900

0.10%

WEST MICHIGAN ADVISORS, LLC

22.27K

Jun 30, 26

+11.01K

0.10%

Ashton Thomas Private Wealth, LLC

22.01K

Jun 30, 26

+1.91K

0.10%

Balboa Wealth Partners

21.75K

Jun 30, 26

+6.74K

0.10%

Brookwood Investment Group LLC

20.83K

Jun 30, 26

+5.62K

0.09%

Paladin Wealth, LLC

20.44K

Jun 30, 26

+1.84K

0.09%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

20.41K

Jun 30, 26

+13.82K

0.09%

Trademark Financial Management, LLC

20.21K

Jun 30, 26

+20.21K

0.09%

Mason & Associates Inc

20.15K

Jun 30, 26

-9.71K

0.09%

Invst, LLC

18.62K

Jun 30, 26

+13.02K

0.08%

Ausdal Financial Partners, Inc.

18.51K

Jun 30, 26

+14.15K

0.08%

Latitude Advisors, LLC

18.38K

Jun 30, 26

-2.14K

0.08%

Empire Financial Management Company, LLC

17.95K

Jun 30, 26

+3.45K

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

17.61K

Jun 30, 26

+17.61K

0.08%

Brown Financial Advisors

16.93K

Jun 30, 26

+147

0.08%

ADVISOR GROUP HOLDINGS, INC.

15.46K

Jun 30, 26

+5.44K

0.07%

S&A Financial Services, Inc.

15.41K

Jun 30, 26

+10.47K

0.07%

Comprehensive Money Management Services LLC

15.03K

Jun 30, 26

+1.32K

0.07%

ENVESTNET ASSET MANAGEMENT INC

15.02K

Jun 30, 26

-579

0.07%

Kingsview Wealth Management, LLC

13.40K

Jun 30, 26

+13.40K

0.06%

Madison Wealth Partners, Inc

12.92K

Jun 30, 26

+2.02K

0.06%

CREATIVE FINANCIAL DESIGNS INC /ADV

12.15K

Jun 30, 26

+11.35K

0.06%

RPS ADVISORY SOLUTIONS LLC

11.87K

Jun 30, 26

+6.80K

0.05%

Integrated Wealth Concepts LLC

11.57K

Jun 30, 26

-127.45K

0.05%

COMPASS FINANCIAL MANAGEMENT LLC

11.27K

Jun 30, 26

+11.27K

0.05%

BIP Wealth, LLC

10.86K

Jun 30, 26

+10.86K

0.05%

Occidental Asset Management, LLC

10.85K

Jun 30, 26

+2.32K

0.05%

Carter Financial Group, INC.

10.62K

Jun 30, 26

+461

0.05%

Berger Financial Group, Inc

10.32K

Jun 30, 26

+1.24K

0.05%

Gateway Wealth Partners, LLC

10.20K

Jun 30, 26

-2.67K

0.05%

Mattson Financial Services, LLC

9.81K

Jun 30, 26

+406

0.04%

Essex Financial Services, Inc.

9.39K

Jun 30, 26

-1.37K

0.04%

Cannon Advisors, Inc.

9.19K

Jun 30, 26

-10.95K

0.04%

Allworth Financial LP

8.98K

Jun 30, 26

-2.02K

0.04%

WealthPlan Investment Management, LLC

8.36K

Jun 30, 26

+8.36K

0.04%

Redhawk Wealth Advisors, Inc.

8.11K

Jun 30, 26

-652

0.04%

STEPHENS INC /AR/

7.04K

Jun 30, 26

+3.01K

0.03%

WINNOW WEALTH LLC

7.01K

Jun 30, 26

+7.01K

0.03%

FIG FINANCIAL ADVISORY SERVICES INC /ADV

6.82K

Jun 30, 26

+6.82K

0.03%

INSIGNEO ADVISORY SERVICES, LLC

6.80K

Jun 30, 26

+60

0.03%

Cetera Investment Advisers

6.56K

Jun 30, 26

-3.84K

0.03%

RiverTree Advisors, LLC

6.44K

Jun 30, 26

-25.45K

0.03%

IFP Advisors, Inc

6.29K

Jun 30, 26

+335

0.03%

Thompson David Blair

5.53K

Jun 30, 26

+5.53K

0.03%

FLAGSHIP HARBOR ADVISORS, LLC

5.20K

Jun 30, 26

-1.66K

0.02%

MGO ONE SEVEN LLC

5.19K

Jun 30, 26

+5.19K

0.02%

NBC SECURITIES, INC.

5.18K

Jun 30, 26

-332

0.02%

Clearstead Advisors, LLC

5.05K

Jun 30, 26

-3.98K

0.02%

Krilogy Financial LLC

5.04K

Jun 30, 26

-737

0.02%

Valmark Advisers, Inc.

4.96K

Jun 30, 26

-12.87K

0.02%

Mariner, LLC

4.89K

Jun 30, 26

-3.34K

0.02%

PMV Capital Advisers, LLC

4.84K

Jun 30, 26

+262

0.02%

Sigma Planning Corp

4.07K

Jun 30, 26

+4.07K

0.02%

PRIVATE TRUST CO NA

4.00K

Jun 30, 26

+2.00K

0.02%

Triumph Capital Management

1.00K

Jun 30, 26

0.00%

Capital Analysts, LLC

543

Jun 30, 26

-16

0.00%

DHJJ Financial Advisors, Ltd.

410

Jun 30, 26

0.00%

Regatta Research & Money Management

405

Jun 30, 26

+405

0.00%

Larson Financial Group LLC

344

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

321

Jun 30, 26

+321

0.00%

Steward Partners Investment Advisory, LLC

175

Jun 30, 26

-1.93K

0.00%

Parallel Advisors, LLC

127

Jun 30, 26

0.00%

ROYAL BANK OF CANADA

105

Jun 30, 26

0.00%

AE Wealth Management LLC

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

+33

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

+10

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

0.00%

WELLS FARGO & COMPANY/MN

Jun 30, 26

0.00%

MORGAN STANLEY

Jun 30, 26

-928

0.00%

Brinker Capital Investments, LLC

Jun 30, 26

-21.88K

CITADEL ADVISORS LLC

Jun 30, 26

-35.23K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-298

Savvy Advisors, Inc.

Jun 30, 26

-6.10K

Tactive Advisors, LLC

Jun 30, 26

-8.41K

MATHER GROUP, LLC.

Jun 30, 26

-1.91K

Sound Income Strategies, LLC

Jun 30, 26

-1.23K

CWM, LLC

51.37K

Mar 31, 26

+12.10K

0.23%

Jackson Hole Capital Partners, LLC

638

Mar 31, 26

0.00%

CIBC Private Wealth Group, LLC

720

Dec 31, 25

0.00%

NAPA WEALTH MANAGEMENT

14.00K

Sep 30, 25

-12.99K

0.06%

Moloney Securities Asset Management, LLC

6.38K

Sep 30, 25

+6.38K

0.03%

Abich Financial Wealth Management LLC

290

Sep 30, 25

+290

0.00%

Summit X, LLC

47.77K

Jun 30, 25

+47.77K

0.22%

Legacy Investment Solutions, LLC

Jun 30, 25

0.00%

Orion Portfolio Solutions, LLC

25.39K

Mar 31, 25

0.12%

First Trust Investment Solutions L.P.

7.62K

Sep 30, 24

+7.62K

0.03%

Derbend Asset Management

7.51K

Mar 31, 24

+3.00K

0.03%

Paragon Wealth Strategies, LLC

347.39K

Dec 31, 23

+12.32K

1.58%