How do I set a price alert for FLMI?

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

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

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

FLMI 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 FLMI alerts?

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

FLMI Institutional Ownership & 13F Filings

Franklin Dynamic Municipal Bond ETF(FLMI)

NYSEClosing price · checked 9:37 PM ETAbout this dataData status

$24.03▼-0.10 (-0.41%)

Extended:$24.03+0.00 (+0.00%)

WatchlistChart Studio

FLMI(FLMI)

FLMI

Institutional Ownership

Top 318 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	7.99M	Sep 30, 26	+1.15M	8.01%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	5.45M	Sep 30, 26	+234.97K	5.47%
MORGAN STANLEY	3.20M	Sep 30, 26	+1.04M	3.21%
Meeder Advisory Services, Inc.	2.66M	Sep 30, 26	+292.19K	2.67%
RAYMOND JAMES FINANCIAL INC	2.18M	Sep 30, 26	+271.98K	2.19%
Cetera Investment Advisers	1.78M	Sep 30, 26	+161.31K	1.78%
COMPOSITION WEALTH, LLC	1.43M	Sep 30, 26	+211.45K	1.44%
Focus Partners Wealth	1.25M	Sep 30, 26	-7.99K	1.26%
Axiom Financial Strategies, LLC	1.19M	Sep 30, 26	+9.74K	1.20%
OSAIC HOLDINGS, INC.	1.11M	Sep 30, 26	+174.20K	1.11%
Sanctuary Advisors, LLC	962.17K	Sep 30, 26	-5.62K	0.96%
HighTower Advisors, LLC	867.73K	Sep 30, 26	+22.78K	0.87%
Quadrature Capital Ltd	851.79K	Sep 30, 26	+793.55K	0.85%
New England Private Wealth Advisors LLC	842.41K	Sep 30, 26	+6.42K	0.84%
CENTRAL BANK & TRUST CO	821.76K	Sep 30, 26	+28.62K	0.82%
RFG Advisory, LLC	739.56K	Sep 30, 26	+126.27K	0.74%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	735.77K	Sep 30, 26	+526.39K	0.74%
Private Advisor Group, LLC	717.77K	Sep 30, 26	+132.81K	0.72%
AE Wealth Management LLC	713.12K	Sep 30, 26	+242.20K	0.72%
JONES FINANCIAL COMPANIES LLLP	632.16K	Sep 30, 26	+88.85K	0.63%
STIFEL FINANCIAL CORP	615.51K	Sep 30, 26	-2.82K	0.62%
Orion Porfolio Solutions, LLC	592.98K	Sep 30, 26	+148.91K	0.59%
Midwest Financial Partners Investments, Inc.	568.02K	Sep 30, 26	+33.05K	0.57%
Bank of New York Mellon Corp	537.39K	Sep 30, 26	+33.99K	0.54%
TRUIST FINANCIAL CORP	486.35K	Sep 30, 26	-48.99K	0.49%
JPMORGAN CHASE & CO	455.40K	Sep 30, 26	+128.49K	0.46%
NewEdge Advisors, LLC	452.51K	Sep 30, 26	+82.53K	0.45%
COMMONWEALTH EQUITY SERVICES, LLC	446.83K	Sep 30, 26	+128.68K	0.45%
MFA WEALTH ADVISORS, LLC	422.47K	Sep 30, 26	-4.09K	0.42%
KESTRA PRIVATE WEALTH SERVICES, LLC	402.16K	Sep 30, 26	-92	0.40%
Asio Capital, LLC	395.52K	Sep 30, 26	+31.59K	0.40%
Prentice Wealth Management LLC	353.36K	Sep 30, 26	+22.90K	0.35%
Cambridge Investment Research Advisors, Inc.	346.41K	Sep 30, 26	+30.78K	0.35%
Beacon Bridge Wealth Partners, LLC	315.64K	Sep 30, 26	+924	0.32%
BlueStem Wealth Partners, LLC	302.37K	Sep 30, 26	+74.21K	0.30%
Fjell Capital, LLC	302.18K	Sep 30, 26	+302.18K	0.30%
THRIVENT FINANCIAL FOR LUTHERANS	288.52K	Sep 30, 26	+288.52K	0.29%
HighPoint Advisor Group LLC	245.76K	Sep 30, 26	-1.77K	0.25%
Legacy Financial Advisors, Inc.	234.63K	Sep 30, 26	+12.54K	0.24%
VestGen Advisors, LLC	229.91K	Sep 30, 26	-7.83K	0.23%
Retirement Planning Group, LLC	223.99K	Sep 30, 26	-1.53K	0.22%
Steward Partners Investment Advisory, LLC	217.68K	Sep 30, 26	+36.74K	0.22%
Wealth Alliance Advisory Group, LLC	203.14K	Sep 30, 26	-12.06K	0.20%
CGN Advisors LLC	186.90K	Sep 30, 26	+119.74K	0.19%
Certified Advisory Corp	186.43K	Sep 30, 26	-29.97K	0.19%
Summit Financial, LLC	179.87K	Sep 30, 26	+17.99K	0.18%
Stratos Investment Management, LLC	176.74K	Sep 30, 26	-8.31K	0.18%
Kestra Advisory Services, LLC	168.23K	Sep 30, 26	+20.13K	0.17%
NATIXIS ADVISORS, LLC	165.85K	Sep 30, 26	+56.26K	0.17%
CULLEN/FROST BANKERS, INC.	160.76K	Sep 30, 26	+107.69K	0.16%
KENNEDY INVESTMENT GROUP, INC.	160.32K	Sep 30, 26	+116.89K	0.16%
MML INVESTORS SERVICES, LLC	159.94K	Sep 30, 26	-146.76K	0.16%
Stratos Wealth Partners, LTD.	158.54K	Sep 30, 26	+158.54K	0.16%
Concurrent Investment Advisors, LLC	153.36K	Sep 30, 26	-10.13K	0.15%
Stratos Wealth Advisors, LLC	138.34K	Sep 30, 26	-28.83K	0.14%
Buck Wealth Strategies, LLC	134.90K	Sep 30, 26	+17.77K	0.14%
ROBINSON SMITH WEALTH ADVISORS LLC	133.27K	Sep 30, 26	-7.71K	0.13%
AdvisorNet Financial, Inc	130.74K	Sep 30, 26	+25.43K	0.13%
CROBAN	125.36K	Sep 30, 26	+501	0.13%
One Degree Advisors Inc	125.22K	Sep 30, 26	+22.14K	0.13%
Madrid Wealth Management, LLC	123.70K	Sep 30, 26	--	0.12%
Hobart Private Capital, LLC	123.56K	Sep 30, 26	+31.25K	0.12%
Smartleaf Asset Management LLC	121.53K	Sep 30, 26	-13.50K	0.12%
AXXCESS WEALTH MANAGEMENT, LLC	121.01K	Sep 30, 26	+75.66K	0.12%
Evergreen Wealth Partners LLC	117.95K	Sep 30, 26	+57.55K	0.12%
Patriot Financial Group Insurance Agency, LLC	116.99K	Sep 30, 26	+580	0.12%
Embree Financial Group	114.38K	Sep 30, 26	+17.87K	0.11%
BENJAMIN EDWARDS INC	113.37K	Sep 30, 26	+26.60K	0.11%
AMERICAN FINANCIAL & TAX STRATEGIES INC	112.43K	Sep 30, 26	-4.61K	0.11%
Fire Capital Management LLC	107.00K	Sep 30, 26	+11.64K	0.11%
Janney Montgomery Scott LLC	106.53K	Sep 30, 26	+1.90K	0.11%
Smart Money Group LLC	104.68K	Sep 30, 26	+70.21K	0.10%
ARWA LLC	102.57K	Sep 30, 26	+6.11K	0.10%
Total Clarity Wealth Management, Inc.	101.12K	Sep 30, 26	-16.80K	0.10%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	95.67K	Sep 30, 26	-20.80K	0.10%
Landmark Wealth Management, LLC	94.91K	Sep 30, 26	+34.57K	0.10%
Leeward Financial Partners, LLC	91.40K	Sep 30, 26	-904	0.09%
FRANKLIN TEMPLETON INC	86.84K	Sep 30, 26	-173.96K	0.09%
PNC FINANCIAL SERVICES GROUP, INC.	86.51K	Sep 30, 26	+8.69K	0.09%
Advisory Services Network, LLC	85.22K	Sep 30, 26	+2.20K	0.09%
ADAPT WEALTH ADVISORS, LLC	78.87K	Sep 30, 26	+9.58K	0.08%
ShoreHaven Wealth Partners, LLC	75.86K	Sep 30, 26	-25.87K	0.08%
Wilshire Advisors LLC	74.23K	Sep 30, 26	+74.23K	0.07%
Geneos Wealth Management Inc.	74.09K	Sep 30, 26	+133	0.07%
Meridian Wealth Management, LLC	60.20K	Sep 30, 26	+7.67K	0.06%
Global Retirement Partners, LLC	59.77K	Sep 30, 26	-5.81K	0.06%
Uniting Wealth Partners, LLC	58.01K	Sep 30, 26	+5.95K	0.06%
XY Planning Network, Inc.	56.38K	Sep 30, 26	+12.73K	0.06%
SFG Wealth Management, LLC.	51.52K	Sep 30, 26	-2.15K	0.05%
TrueWealth Advisors, LLC	49.76K	Sep 30, 26	+3.44K	0.05%
Cornerstone Wealth Management, LLC	49.55K	Sep 30, 26	+5.71K	0.05%
Clarity Retirement & Wealth, LLC	49.24K	Sep 30, 26	+819	0.05%
Gladstone Institutional Advisory LLC	49.19K	Sep 30, 26	+15.50K	0.05%
PRIVATE TRUST CO NA	46.82K	Sep 30, 26	+153	0.05%
Diversify Advisory Services, LLC	44.01K	Sep 30, 26	+7.20K	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	44.01K	Sep 30, 26	+7.20K	0.04%
Provenance Wealth Advisors, LLC	43.88K	Sep 30, 26	+43.88K	0.04%
Cedar Point Capital Partners, LLC	43.66K	Sep 30, 26	+936	0.04%
HICKS CAPITAL MANAGEMENT LLC	43.03K	Sep 30, 26	--	0.04%
Collaborative Wealth Managment Inc.	41.96K	Sep 30, 26	+539	0.04%
Redhawk Wealth Advisors, Inc.	41.28K	Sep 30, 26	-54.92K	0.04%
WULFF, HANSEN & CO.	41.19K	Sep 30, 26	--	0.04%
Summit Financial Consulting LLC	40.28K	Sep 30, 26	+2.13K	0.04%
Golden State Wealth Management, LLC	39.45K	Sep 30, 26	+2.31K	0.04%
Prospera Financial Services Inc	38.23K	Sep 30, 26	+6.25K	0.04%
Members Advisory Group LLC	36.97K	Sep 30, 26	+12.93K	0.04%
Oak Barrel Wealth Advisory LLC	36.42K	Sep 30, 26	+188	0.04%
MMA ASSET MANAGEMENT LLC	36.40K	Sep 30, 26	--	0.04%
Philip James Wealth Mangement, LLC	36.15K	Sep 30, 26	+384	0.04%
BETO FINANCIAL GROUP, LLC	35.90K	Sep 30, 26	-8.90K	0.04%
IFP Advisors, Inc	35.78K	Sep 30, 26	+10.73K	0.04%
Tulsa Wealth Advisors, INC	34.44K	Sep 30, 26	+6.77K	0.03%
IFG Advisory, LLC	33.51K	Sep 30, 26	+9.97K	0.03%
HARBOUR INVESTMENTS, INC.	33.37K	Sep 30, 26	-29.20K	0.03%
GREAT VALLEY ADVISOR GROUP, INC.	33.11K	Sep 30, 26	+9.92K	0.03%
Sigma Planning Corp	32.34K	Sep 30, 26	-2.05K	0.03%
Spire Wealth Management	30.90K	Sep 30, 26	-1.49K	0.03%
Western Wealth Management, LLC	29.77K	Sep 30, 26	+6.93K	0.03%
J.W. COLE ADVISORS, INC.	29.66K	Sep 30, 26	+2.13K	0.03%
CAPTRUST FINANCIAL ADVISORS	29.38K	Sep 30, 26	-475	0.03%
D.A. DAVIDSON & CO.	29.19K	Sep 30, 26	--	0.03%
TRUE BLUE FINANCIAL, LLC	29.18K	Sep 30, 26	+13.89K	0.03%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	28.66K	Sep 30, 26	+2.28K	0.03%
Milestones Private Investment Advisors LLC	28.59K	Sep 30, 26	-1.27K	0.03%
Perigon Wealth Management, LLC	28.20K	Sep 30, 26	-15.60K	0.03%
Essex Financial Services, Inc.	28.06K	Sep 30, 26	-13.71K	0.03%
Capital Analysts, LLC	27.81K	Sep 30, 26	+16.29K	0.03%
PRINCIPAL SECURITIES, INC.	27.30K	Sep 30, 26	+3.10K	0.03%
Tortoise Investment Management, LLC	27.00K	Sep 30, 26	+2.00K	0.03%
Good Harbor Advisors, Inc.	26.65K	Sep 30, 26	--	0.03%
OneDigital Investment Advisors LLC	25.40K	Sep 30, 26	+15.70K	0.03%
Pinnacle Financial Partners, Inc.	25.24K	Sep 30, 26	-91	0.03%
FIDUCIARY FINANCIAL ADVISORS	25.01K	Sep 30, 26	+18.20K	0.03%
Tenzing Financial LLC	24.73K	Sep 30, 26	+1.44K	0.02%
Financial Partners Group, Inc	24.42K	Sep 30, 26	+10.70K	0.02%
Bleakley Financial Group, LLC	24.33K	Sep 30, 26	+24.33K	0.02%
First Heartland Consultants, Inc.	24.26K	Sep 30, 26	+1.36K	0.02%
OPPENHEIMER & CO INC	21.84K	Sep 30, 26	+7.50K	0.02%
Atria Investments, Inc	21.77K	Sep 30, 26	-97	0.02%
Dynamic Advisor Solutions LLC	21.62K	Sep 30, 26	+7.58K	0.02%
VERUS WEALTH MANAGEMENT, LLC	20.83K	Sep 30, 26	-1.59K	0.02%
SAX WEALTH ADVISORS, LLC	20.74K	Sep 30, 26	-9.96K	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	20.47K	Sep 30, 26	+215	0.02%
Vise Technologies, Inc.	20.46K	Sep 30, 26	+11.73K	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	20.00K	Sep 30, 26	+4.60K	0.02%
Gerald Baker Financial Group LLC	19.20K	Sep 30, 26	+4.03K	0.02%
VICUS CAPITAL	18.17K	Sep 30, 26	+18.17K	0.02%
Hidden Cove Wealth Management, LLC	17.69K	Sep 30, 26	-20.17K	0.02%
Per Stirling Capital Management, LLC.	17.67K	Sep 30, 26	-16.88K	0.02%
INTEGRITY WEALTH ADVISORS, INC.	16.77K	Sep 30, 26	+16.77K	0.02%
Ashton Thomas Private Wealth, LLC	16.40K	Sep 30, 26	+18	0.02%
BridgePort Financial Solutions, LLC	16.36K	Sep 30, 26	+16.36K	0.02%
Birchcreek Wealth Management, LLC	16.36K	Sep 30, 26	+16.36K	0.02%
Destiny Wealth Partners, LLC	16.01K	Sep 30, 26	+16.01K	0.02%
CARY STREET PARTNERS FINANCIAL LLC	15.85K	Sep 30, 26	+3.35K	0.02%
Mallini Complete Financial Planning LLC	15.76K	Sep 30, 26	+165	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	15.45K	Sep 30, 26	-56.31K	0.02%
Savvy Advisors, Inc.	15.33K	Sep 30, 26	+15.33K	0.02%
Bill Few Associates, Inc.	15.30K	Sep 30, 26	--	0.02%
MassMutual Private Wealth & Trust, FSB	15.15K	Sep 30, 26	-1.94K	0.02%
PW Nova Financial Services LLC	15.00K	Sep 30, 26	--	0.02%
WRAPMANAGER INC	14.52K	Sep 30, 26	+3.94K	0.01%
HOWARD WEALTH MANAGEMENT, LLC	13.40K	Sep 30, 26	+727	0.01%
NewSquare Capital LLC	13.31K	Sep 30, 26	+352	0.01%
WINEBRENNER CAPITAL MANAGEMENT LLC	13.03K	Sep 30, 26	+1.03K	0.01%
DAVENPORT & Co LLC	12.75K	Sep 30, 26	+3.51K	0.01%
Visionary Wealth Advisors	12.65K	Sep 30, 26	+12.65K	0.01%
Quantinno Capital Management LP	12.55K	Sep 30, 26	+1.96K	0.01%
Value Investment Professionals, LLC	12.51K	Sep 30, 26	+12.51K	0.01%
Phoenix Wealth Advisors	12.00K	Sep 30, 26	--	0.01%
Advisor Resource Council	11.96K	Sep 30, 26	-4.03K	0.01%
Baird Financial Group, Inc.	11.89K	Sep 30, 26	--	0.01%
Duncan Williams Asset Management, LLC	11.19K	Sep 30, 26	+3.05K	0.01%
Breakwater Capital Group	11.12K	Sep 30, 26	+11.12K	0.01%
VICTORY FINANCIAL GROUP, LLC	11.01K	Sep 30, 26	+1.69K	0.01%
MAI Capital Management	10.77K	Sep 30, 26	+10.77K	0.01%
Beverly Hills Private Wealth, LLC	10.40K	Sep 30, 26	-535	0.01%
Symphony Financial, Ltd. Co.	10.19K	Sep 30, 26	+10.19K	0.01%
Valued Retirements, Inc.	10.00K	Sep 30, 26	--	0.01%
Base Wealth Management LLC	9.67K	Sep 30, 26	+9.67K	0.01%
FIFTH THIRD BANCORP	9.46K	Sep 30, 26	+166	0.01%
Magnus Financial Group LLC	9.45K	Sep 30, 26	+9.45K	0.01%
Latitude Advisors, LLC	8.78K	Sep 30, 26	+92	0.01%
SUMMIT WEALTH GROUP LLC / CO	8.68K	Sep 30, 26	+8.68K	0.01%
Rockefeller Capital Management L.P.	8.65K	Sep 30, 26	-31.10K	0.01%
TD PRIVATE CLIENT WEALTH LLC	6.62K	Sep 30, 26	--	0.01%
UBS Group AG	5.62K	Sep 30, 26	+5.61K	0.01%
Centennial Bank/AR/	5.60K	Sep 30, 26	+5.60K	0.01%
RICHARDS, MERRILL & PETERSON, INC.	5.00K	Sep 30, 26	+1.00K	0.01%
Jacobi Capital Management LLC	4.88K	Sep 30, 26	+4.88K	0.00%
Ameritas Investment Partners, Inc.	4.73K	Sep 30, 26	+19	0.00%
Superior Planning, LLC	4.71K	Sep 30, 26	+4.71K	0.00%
Horizon Investments, LLC	4.57K	Sep 30, 26	+4.57K	0.00%
Triumph Capital Management	3.53K	Sep 30, 26	+3.53K	0.00%
Nuveen, LLC	2.98K	Sep 30, 26	+2.98K	0.00%
Signature Equity Partners, LLC	2.97K	Sep 30, 26	+2.27K	0.00%
GAMMA Investing LLC	2.36K	Sep 30, 26	-8	0.00%
Allworth Financial LP	1.00K	Sep 30, 26	+1.00K	0.00%
CoreCap Advisors, LLC	928	Sep 30, 26	+928	0.00%
HUNTINGTON NATIONAL BANK	804	Sep 30, 26	+804	0.00%
US BANCORP \DE\	553	Sep 30, 26	--	0.00%
ASSETMARK, INC	299	Sep 30, 26	-21.18K	0.00%
Quent Capital, LLC	242	Sep 30, 26	--	0.00%
Harborfront Financial Group LLC	37	Sep 30, 26	+37	0.00%
Trust Co	30	Sep 30, 26	--	0.00%
BNP PARIBAS FINANCIAL MARKETS	25	Sep 30, 26	+5	0.00%
NorthRock Partners, LLC	--	Sep 30, 26	-9.70K	--
Wedmont Private Capital	--	Sep 30, 26	-16.35K	--
PENNEY FINANCIAL, LLC	--	Sep 30, 26	-124.60K	--
JANE STREET GROUP, LLC	--	Sep 30, 26	-1.02M	--
Legacy CG, LLC	--	Sep 30, 26	-646.29K	--
Riverbend Wealth Management, LLC	--	Sep 30, 26	-7.98K	--
AIRE ADVISORS, LLC	--	Sep 30, 26	-16.49K	--
Wealthcare Advisory Partners LLC	--	Sep 30, 26	-9.07K	--
Blueprint Financial Advisors LLC	--	Sep 30, 26	-11.08K	--
Cornerstone Planning Group LLC	--	Sep 30, 26	-754	--
Elequin Capital, LP	--	Sep 30, 26	-149.29K	--
CASTLE WEALTH MANAGEMENT LLC	--	Sep 30, 26	-12.40K	--
Continuum Advisory, LLC	--	Sep 30, 26	-9.30K	--
Blueprint Investment Partners LLC	--	Sep 30, 26	-11.08K	--
Peck Wealth Management, LLC	--	Sep 30, 26	-32.91K	--
SouthState Bank Corp	--	Sep 30, 26	-5.75K	--
MONECO ADVISORS, LLC	--	Sep 30, 26	-8.03K	--
FIG FINANCIAL ADVISORY SERVICES INC /ADV	--	Sep 30, 26	-140.15K	--
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	--	Sep 30, 26	-10.86K	--
Hayek Kallen Investment Management	--	Sep 30, 26	-8.00K	--
Ocean Park Asset Management, LLC	--	Sep 30, 26	-351.20K	--
HANTZ FINANCIAL SERVICES, INC.	--	Sep 30, 26	-147	--
AMERIPRISE FINANCIAL INC	4.51M	Jun 30, 26	+531.15K	4.52%
BANK OF AMERICA CORP /DE/	3.30M	Jun 30, 26	+594.23K	3.31%
WELLS FARGO & COMPANY/MN	2.32M	Jun 30, 26	+159.40K	2.33%
MORGAN STANLEY	2.17M	Jun 30, 26	+533.18K	2.17%
RAYMOND JAMES FINANCIAL INC	1.91M	Jun 30, 26	+279.06K	1.91%
Cetera Investment Advisers	1.62M	Jun 30, 26	+168.72K	1.62%
Axiom Financial Strategies, LLC	1.18M	Jun 30, 26	-152.50K	1.19%
OSAIC HOLDINGS, INC.	937.45K	Jun 30, 26	+394.46K	0.94%
Waverly Advisors, LLC	835.22K	Jun 30, 26	+835.22K	0.84%
ENVESTNET ASSET MANAGEMENT INC	669.89K	Jun 30, 26	+92.16K	0.67%
AE Wealth Management LLC	470.91K	Jun 30, 26	+314.55K	0.47%
Orion Porfolio Solutions, LLC	444.07K	Jun 30, 26	-22.08K	0.45%
NewEdge Advisors, LLC	369.98K	Jun 30, 26	+85.21K	0.37%
JPMORGAN CHASE & CO	326.92K	Jun 30, 26	-179.29K	0.33%
Beacon Bridge Wealth Partners, LLC	314.71K	Jun 30, 26	+111.38K	0.32%
MML INVESTORS SERVICES, LLC	306.70K	Jun 30, 26	+70.44K	0.31%
Equitable Holdings, Inc.	264.52K	Jun 30, 26	+26.73K	0.27%
HANCOCK WHITNEY CORP	227.63K	Jun 30, 26	+16.63K	0.23%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	209.38K	Jun 30, 26	+92.30K	0.21%
Stratos Investment Management, LLC	185.05K	Jun 30, 26	+185.05K	0.19%
ROYAL BANK OF CANADA	174.22K	Jun 30, 26	+83.01K	0.17%
Stratos Wealth Advisors, LLC	167.17K	Jun 30, 26	+75.18K	0.17%
Elequin Capital, LP	149.29K	Jun 30, 26	+149.29K	0.15%
AssuredPartners Investment Advisors, LLC	127.31K	Jun 30, 26	+3.98K	0.13%
Sequent Planning LLC	126.32K	Jun 30, 26	+8.49K	0.13%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	116.48K	Jun 30, 26	+60.23K	0.12%
Advisory Services Network, LLC	83.02K	Jun 30, 26	+7.98K	0.08%
IHT Wealth Management, LLC	79.11K	Jun 30, 26	+64.49K	0.08%
ABOUND FINANCIAL, LLC	76.38K	Jun 30, 26	-1.64K	0.08%
Tower Research Capital LLC (TRC)	68.93K	Jun 30, 26	+68.93K	0.07%
OLD MISSION CAPITAL LLC	65.29K	Jun 30, 26	+65.29K	0.07%
Coastal Bridge Advisors, LLC	61.91K	Jun 30, 26	+12.33K	0.06%
Quadrature Capital Ltd	58.24K	Jun 30, 26	+58.24K	0.06%
Advyzon Investment Management, LLC	48.79K	Jun 30, 26	+13.48K	0.05%
Essex Financial Services, Inc.	41.78K	Jun 30, 26	+9.46K	0.04%
&PARTNERS	41.47K	Jun 30, 26	-555	0.04%
Rockefeller Capital Management L.P.	39.74K	Jun 30, 26	+38.19K	0.04%
GOLDMAN SACHS GROUP INC	38.98K	Jun 30, 26	+38.98K	0.04%
VISTA INVESTMENT MANAGEMENT	37.06K	Jun 30, 26	+37.06K	0.04%
Integrated Wealth Concepts LLC	34.66K	Jun 30, 26	--	0.03%
Per Stirling Capital Management, LLC.	34.55K	Jun 30, 26	+245	0.03%
Cresset Asset Management, LLC	34.48K	Jun 30, 26	--	0.03%
Smart Money Group LLC	34.47K	Jun 30, 26	+3.38K	0.03%
SHP Wealth Management	34.31K	Jun 30, 26	+636	0.03%
CITADEL ADVISORS LLC	33.72K	Jun 30, 26	+33.72K	0.03%
Gladstone Institutional Advisory LLC	33.69K	Jun 30, 26	+3.86K	0.03%
KINTRA WEALTH, LLC	28.54K	Jun 30, 26	+2.68K	0.03%
WCG Wealth Advisors LLC	26.57K	Jun 30, 26	+2.18K	0.03%
Pinnacle Financial Partners, Inc.	25.34K	Jun 30, 26	+6.36K	0.03%
PRINCIPAL SECURITIES, INC.	24.20K	Jun 30, 26	+809	0.02%
NATIONAL BANK OF CANADA /FI/	24.00K	Jun 30, 26	--	0.02%
Arkadios Wealth Advisors	14.10K	Jun 30, 26	+5.58K	0.01%
Capital Analysts, LLC	11.53K	Jun 30, 26	+155	0.01%
Quantinno Capital Management LP	10.59K	Jun 30, 26	-567	0.01%
Brookwood Investment Group LLC	10.11K	Jun 30, 26	+32	0.01%
Corient Private Wealth LP	10.10K	Jun 30, 26	-17.20K	0.01%
Gateway Wealth Partners, LLC	9.71K	Jun 30, 26	-7.02K	0.01%
Continuum Advisory, LLC	9.30K	Jun 30, 26	--	0.01%
Duncan Williams Asset Management, LLC	8.14K	Jun 30, 26	+8.14K	0.01%
MPWM ADVISORY SOLUTIONS, LLC	7.13K	Jun 30, 26	-1.16K	0.01%
FIDUCIARY FINANCIAL ADVISORS	6.81K	Jun 30, 26	+6.81K	0.01%
Ameritas Investment Partners, Inc.	4.71K	Jun 30, 26	+43	0.00%
MERCER GLOBAL ADVISORS INC /ADV	3.03K	Jun 30, 26	+3.03K	0.00%
MAI Capital Management	--	Jun 30, 26	-896	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-12.11K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-65.85K	--
Basepoint Wealth LLC	--	Jun 30, 26	-8	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-2.85K	--
TruWealth Advisors, LLC	746.25K	Mar 31, 26	+137.67K	0.75%
CWM, LLC	334.01K	Mar 31, 26	+27.35K	0.33%
Bowman & Co S.C.	56.82K	Dec 31, 25	+704	0.06%
COMERICA BANK	3.82K	Dec 31, 25	-3.04K	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-103	--
Financial Advocates Investment Management	15.14K	Sep 30, 25	-32.60K	0.02%
Pineridge Advisors LLC	3.49K	Sep 30, 25	-92	0.00%
Atria Wealth Solutions, Inc.	24.89K	Jun 30, 25	+13.10K	0.02%
AVANTAX ADVISORY SERVICES, INC.	14.92K	Jun 30, 25	+14.92K	0.01%
Congress Wealth Management LLC / DE /	13.94K	Jun 30, 25	+13.94K	0.01%
Sabal Trust CO	44.41K	Mar 31, 25	+44.41K	0.04%
Orion Portfolio Solutions, LLC	36.28K	Mar 31, 25	-7.00K	0.04%
Raymond James Financial Services Advisors, Inc.	153.32K	Sep 30, 24	+15.38K	0.15%
RAYMOND JAMES & ASSOCIATES	45.98K	Sep 30, 24	+5.25K	0.05%
RAYMOND JAMES TRUST N.A.	9.98K	Sep 30, 24	+9.98K	0.01%
Aspire Wealth Management Corp	7.21K	Sep 30, 24	--	0.01%
VitalStone Financial, LLC	1.50K	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	5.61K	Jun 30, 24	-1.41K	0.01%
Atlas Private Wealth Management	47.59K	Mar 31, 24	+1.04K	0.05%
Cetera Advisor Networks LLC	21.46K	Mar 31, 24	+3.16K	0.02%
Cetera Advisors LLC	16.63K	Mar 31, 24	+16.63K	0.02%
Quantitative Advantage, LLC	84.19K	Mar 31, 23	+17.38K	0.08%