Freedom 100 Emerging Markets ETF(FRDM)

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Freedom 100 Emerging Markets ETF(FRDM)

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$69.77—

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FRDM(FRDM)

FRDM

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Institutional Ownership

Top 292 Institutional Holders

Holder	Shares	Date	Change	% Held
First Heartland Consultants, Inc.	335.22K	Jun 30, 26	-55.91K	1.06%
ADAMSBROWN WEALTH CONSULTANTS LLC	242.15K	Jun 30, 26	+13.52K	0.76%
Longview Financial Advisors, Inc.	184.63K	Jun 30, 26	+7.16K	0.58%
TrueWealth Advisors, LLC	144.90K	Jun 30, 26	+4.29K	0.46%
Ferguson Shapiro LLC	87.51K	Jun 30, 26	+87.51K	0.28%
Wealthcare Advisory Partners LLC	45.62K	Jun 30, 26	+129	0.14%
William Howard & Co Financial Advisors Inc	15.88K	Jun 30, 26	+29	0.05%
Magnus Financial Group LLC	14.79K	Jun 30, 26	-64	0.05%
Fermata Advisors, LLC	13.01K	Jun 30, 26	+1.19K	0.04%
Valeo Financial Advisors, LLC	10.49K	Jun 30, 26	+10.49K	0.03%
Cooper Financial Group	9.92K	Jun 30, 26	-16.16K	0.03%
Mills Wealth Advisors LLC	8.65K	Jun 30, 26	+554	0.03%
Dynamic Advisor Solutions LLC	7.05K	Jun 30, 26	-761	0.02%
Redhawk Wealth Advisors, Inc.	6.31K	Jun 30, 26	-41.47K	0.02%
Tactive Advisors, LLC	4.37K	Jun 30, 26	+505	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	3.91K	Jun 30, 26	+120	0.01%
MJT & Associates Financial Advisory Group, Inc.	100	Jun 30, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	60	Jun 30, 26	--	0.00%
Retirement Planning Group	2.55M	Mar 31, 26	+133.48K	8.05%
WELLS FARGO & COMPANY/MN	2.14M	Mar 31, 26	+643.74K	6.77%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.95M	Mar 31, 26	+364.54K	6.14%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	1.82M	Mar 31, 26	+157.17K	5.76%
Ellevest, Inc.	1.04M	Mar 31, 26	-143.22K	3.27%
Willis Johnson & Associates, Inc.	859.16K	Mar 31, 26	-151.50K	2.71%
RAYMOND JAMES FINANCIAL INC	794.46K	Mar 31, 26	-11.46K	2.51%
Tanglewood Wealth Management, Inc.	790.80K	Mar 31, 26	-333.36K	2.50%
LPL Financial LLC	767.21K	Mar 31, 26	+344.65K	2.42%
Aptus Capital Advisors, LLC	662.09K	Mar 31, 26	-8.06K	2.09%
Heck Capital Advisors, LLC	614.83K	Mar 31, 26	+394.02K	1.94%
GUARDIAN WEALTH ADVISORS, LLC / NC	610.97K	Mar 31, 26	-16.26K	1.93%
MORGAN STANLEY	590.37K	Mar 31, 26	+305.18K	1.86%
Coyle Financial Counsel LLC	583.85K	Mar 31, 26	+3.29K	1.84%
Kathmere Capital Management, LLC	485.87K	Mar 31, 26	-21.31K	1.53%
ENVESTNET ASSET MANAGEMENT INC	472.04K	Mar 31, 26	+355.37K	1.49%
Investment Planning Advisors, Inc.	470.31K	Mar 31, 26	-88.71K	1.48%
Kestra Advisory Services, LLC	442.53K	Mar 31, 26	+69.31K	1.40%
Janney Montgomery Scott LLC	440.22K	Mar 31, 26	+19.20K	1.39%
HighTower Advisors, LLC	403.85K	Mar 31, 26	-14.60K	1.28%
First Heartland Consultants, Inc.	391.12K	Mar 31, 26	+34.90K	1.23%
Legacy Financial Advisors, Inc.	386.71K	Mar 31, 26	+386.71K	1.22%
Integrated Wealth Concepts LLC	323.39K	Mar 31, 26	+196.28K	1.02%
Beaumont Financial Advisors, LLC	313.14K	Mar 31, 26	+37.87K	0.99%
MAYPORT, LLC	296.25K	Mar 31, 26	+17.57K	0.94%
Commonwealth Financial Services, LLC	293.58K	Mar 31, 26	-13.27K	0.93%
ENZI WEALTH	293.51K	Mar 31, 26	+20.52K	0.93%
OLD MISSION CAPITAL LLC	290.23K	Mar 31, 26	+206.35K	0.92%
Compass Ion Advisors, LLC	287.52K	Mar 31, 26	+9.81K	0.91%
Invst, LLC	276.70K	Mar 31, 26	-46.96K	0.87%
Yardley Wealth Management LLC	275.52K	Mar 31, 26	-29.00K	0.87%
GTS SECURITIES LLC	257.83K	Mar 31, 26	+250.36K	0.81%
COMMONWEALTH EQUITY SERVICES, LLC	254.84K	Mar 31, 26	+136.43K	0.80%
JONES FINANCIAL COMPANIES LLLP	249.46K	Mar 31, 26	+112.97K	0.79%
WCG Wealth Advisors LLC	248.95K	Mar 31, 26	-8.29K	0.79%
MUHLENKAMP & CO INC	236.82K	Mar 31, 26	+236.82K	0.75%
High Note Wealth, LLC	235.78K	Mar 31, 26	+9.19K	0.74%
Intelligence Driven Advisers, LLC	230.08K	Mar 31, 26	-115.56K	0.73%
Cambridge Investment Research Advisors, Inc.	190.79K	Mar 31, 26	+132.32K	0.60%
KFG WEALTH MANAGEMENT, LLC	188.46K	Mar 31, 26	+188.46K	0.60%
MML INVESTORS SERVICES, LLC	181.24K	Mar 31, 26	+114.12K	0.57%
GREAT VALLEY ADVISOR GROUP, INC.	176.95K	Mar 31, 26	-8.05K	0.56%
MGO ONE SEVEN LLC	175.85K	Mar 31, 26	-41.86K	0.56%
ROYAL BANK OF CANADA	174.13K	Mar 31, 26	+115.88K	0.55%
Watchman Group, Inc.	171.19K	Mar 31, 26	-15.14K	0.54%
Rossby Financial, LCC	164.42K	Mar 31, 26	-41.58K	0.52%
Koshinski Asset Management, Inc.	160.42K	Mar 31, 26	+112.50K	0.51%
Signal Advisors Wealth, LLC	154.52K	Mar 31, 26	+23.40K	0.49%
Lumbard & Kellner, LLC	153.51K	Mar 31, 26	+525	0.48%
ADVISOR GROUP HOLDINGS, INC.	149.79K	Mar 31, 26	+73.99K	0.47%
Baird Financial Group, Inc.	149.20K	Mar 31, 26	+35.74K	0.47%
Prospera Financial Services Inc	147.48K	Mar 31, 26	+115.50K	0.47%
Stokes Family Office, LLC	146.58K	Mar 31, 26	-71.31K	0.46%
Krilogy Financial LLC	144.62K	Mar 31, 26	+144.62K	0.46%
TrueWealth Advisors, LLC	140.61K	Mar 31, 26	-82	0.44%
TABLEAUX LLC	133.67K	Mar 31, 26	+42.93K	0.42%
Colony Group, LLC	133.10K	Mar 31, 26	+1.79K	0.42%
Ameritas Investment Partners, Inc.	123.18K	Mar 31, 26	+3.28K	0.39%
Toroso Investments, LLC	122.45K	Mar 31, 26	+3.97K	0.39%
Bank Julius Baer & Co. Ltd, Zurich	119.50K	Mar 31, 26	+119.50K	0.38%
Resources Investment Advisors, LLC.	118.95K	Mar 31, 26	-14.29K	0.38%
QUARRY HILL ADVISORS, LLC	118.36K	Mar 31, 26	-10.93K	0.37%
Brookstone Capital Management	116.91K	Mar 31, 26	+85.79K	0.37%
Smallwood Wealth Investment Management, LLC	115.76K	Mar 31, 26	-785	0.37%
Trademark Financial Management, LLC	114.14K	Mar 31, 26	+36.24K	0.36%
CABOT WEALTH MANAGEMENT INC	113.97K	Mar 31, 26	+113.97K	0.36%
New England Private Wealth Advisors LLC	113.08K	Mar 31, 26	-1.74K	0.36%
JANE STREET GROUP, LLC	113.03K	Mar 31, 26	-136.97K	0.36%
Lansing Street Advisors	108.28K	Mar 31, 26	+17.97K	0.34%
Foundations Investment Advisors, LLC	100.87K	Mar 31, 26	+1.29K	0.32%
Avid Wealth Partners LLC	99.21K	Mar 31, 26	+37.49K	0.31%
Geneos Wealth Management Inc.	98.73K	Mar 31, 26	+3.36K	0.31%
United Advisor Group, LLC	95.02K	Mar 31, 26	+12.66K	0.30%
ISLAY CAPITAL MANAGEMENT, LLC	92.18K	Mar 31, 26	+3.42K	0.29%
Mariner, LLC	82.69K	Mar 31, 26	-24.55K	0.26%
Ethos Financial Group, LLC	80.94K	Mar 31, 26	-20.87K	0.26%
Advisory Services Network, LLC	76.44K	Mar 31, 26	+20.14K	0.24%
SWEENEY & MICHEL, LLC	74.40K	Mar 31, 26	+2.57K	0.23%
JPMORGAN CHASE & CO	73.36K	Mar 31, 26	+18.76K	0.23%
Coco Enterprises, LLC	72.20K	Mar 31, 26	+72.20K	0.23%
Equitable Holdings, Inc.	71.57K	Mar 31, 26	+54.32K	0.23%
ARQ WEALTH ADVISORS, LLC	70.67K	Mar 31, 26	+6.07K	0.22%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	66.99K	Mar 31, 26	+11.58K	0.21%
1620 INVESTMENT ADVISORS, INC.	62.24K	Mar 31, 26	+109	0.20%
MAI Capital Management	58.69K	Mar 31, 26	+200	0.19%
Allen Capital Group, LLC	55.13K	Mar 31, 26	+13.65K	0.17%
Brinker Capital Investments, LLC	55.00K	Mar 31, 26	--	0.17%
Uniting Wealth Partners, LLC	53.28K	Mar 31, 26	+53.28K	0.17%
Moors & Cabot, Inc.	53.23K	Mar 31, 26	+2.35K	0.17%
Lunt Capital Management, Inc.	52.74K	Mar 31, 26	-6.39K	0.17%
THRIVENT FINANCIAL FOR LUTHERANS	49.46K	Mar 31, 26	-37.36K	0.16%
MARIPAU WEALTH MANAGEMENT LLC	48.29K	Mar 31, 26	+792	0.15%
Redhawk Wealth Advisors, Inc.	47.78K	Mar 31, 26	-42.82K	0.15%
CWM, LLC	46.00K	Mar 31, 26	+13.34K	0.15%
Wealthcare Advisory Partners LLC	45.49K	Mar 31, 26	+1.04K	0.14%
Financial Guidance Group, Inc.	43.65K	Mar 31, 26	+3.50K	0.14%
HIGHLINE WEALTH PARTNERS LLC	42.32K	Mar 31, 26	+10.50K	0.13%
Cetera Investment Advisers	41.85K	Mar 31, 26	+12.91K	0.13%
GOLDMAN SACHS GROUP INC	41.29K	Mar 31, 26	+41.29K	0.13%
NewEdge Advisors, LLC	40.84K	Mar 31, 26	+3.62K	0.13%
Valmark Advisers, Inc.	40.02K	Mar 31, 26	+40.02K	0.13%
Members Advisory Group LLC	39.83K	Mar 31, 26	-44.80K	0.13%
Per Stirling Capital Management, LLC.	39.15K	Mar 31, 26	+23.73K	0.12%
JPL Wealth Management, LLC	39.02K	Mar 31, 26	+18.75K	0.12%
Arete Wealth Advisors, LLC	37.06K	Mar 31, 26	+20.89K	0.12%
Lord & Richards Wealth Management, LLC	34.77K	Mar 31, 26	-25	0.11%
VectorGlobal IAG, Inc.	34.73K	Mar 31, 26	+34.73K	0.11%
CreativeOne Wealth, LLC	34.08K	Mar 31, 26	+866	0.11%
Clear Creek Financial Management, LLC	33.09K	Mar 31, 26	-25.28K	0.10%
SEAVIEW INVESTMENT MANAGERS LLC	30.82K	Mar 31, 26	-684	0.10%
TRUIST FINANCIAL CORP	30.40K	Mar 31, 26	+30.40K	0.10%
HRT FINANCIAL LP	29.86K	Mar 31, 26	+29.86K	0.09%
ANGELES WEALTH MANAGEMENT, LLC	29.26K	Mar 31, 26	-265	0.09%
HARBOUR INVESTMENTS, INC.	28.85K	Mar 31, 26	+26.22K	0.09%
Patten Group, Inc.	27.80K	Mar 31, 26	+2.46K	0.09%
SouthState Corp	27.32K	Mar 31, 26	+4.22K	0.09%
Global View Capital Management LLC	27.27K	Mar 31, 26	+5.58K	0.09%
Steel Peak Wealth Management LLC	27.27K	Mar 31, 26	-390	0.09%
Meridian Wealth Management, LLC	27.27K	Mar 31, 26	+27.27K	0.09%
WILEY BROS.-AINTREE CAPITAL, LLC	27.25K	Mar 31, 26	+27.25K	0.09%
IFP Advisors, Inc	26.64K	Mar 31, 26	-1.57K	0.08%
Clarity Asset Management, Inc.	26.03K	Mar 31, 26	+25.33K	0.08%
CITADEL ADVISORS LLC	25.89K	Mar 31, 26	+25.89K	0.08%
GERBER, LLC	25.25K	Mar 31, 26	+3.61K	0.08%
CAPTRUST FINANCIAL ADVISORS	24.51K	Mar 31, 26	+2.00K	0.08%
Mutual Advisors, LLC	24.49K	Mar 31, 26	-227	0.08%
Creative Planning	24.09K	Mar 31, 26	+3.67K	0.08%
Bravias Capital Group, LLC	23.67K	Mar 31, 26	+4.83K	0.07%
UBS Group AG	23.60K	Mar 31, 26	+21.10K	0.07%
Prism Advisors, Inc.	23.51K	Mar 31, 26	-4.97K	0.07%
Visionary Wealth Advisors	23.44K	Mar 31, 26	+14.90K	0.07%
Modern Wealth Management, LLC	23.31K	Mar 31, 26	+23.31K	0.07%
OPPENHEIMER & CO INC	22.08K	Mar 31, 26	+22.08K	0.07%
MATHER GROUP, LLC.	21.47K	Mar 31, 26	--	0.07%
LEVEL FOUR ADVISORY SERVICES, LLC	21.11K	Mar 31, 26	-1.94K	0.07%
Independent Advisor Alliance	20.95K	Mar 31, 26	+20.95K	0.07%
Vise Technologies, Inc.	19.25K	Mar 31, 26	--	0.06%
L.K. Benson & Company, P.C.	17.43K	Mar 31, 26	-139	0.06%
Atria Investments, Inc	17.35K	Mar 31, 26	+2.31K	0.05%
INDEPENDENT FINANCIAL GROUP, LLC	17.22K	Mar 31, 26	+17.22K	0.05%
Y-Intercept (Hong Kong) Ltd	17.03K	Mar 31, 26	+17.03K	0.05%
Capital Advisors, Ltd. LLC	16.51K	Mar 31, 26	+5.05K	0.05%
William Howard & Co Financial Advisors Inc	15.86K	Mar 31, 26	--	0.05%
Legend Financial Advisors, Inc.	15.56K	Mar 31, 26	+15.56K	0.05%
BENJAMIN EDWARDS INC	14.75K	Mar 31, 26	+14.75K	0.05%
NATIXIS ADVISORS, L.P.	13.75K	Mar 31, 26	+13.75K	0.04%
BlackDiamond Wealth Management Inc.	12.97K	Mar 31, 26	+12.97K	0.04%
PRINCIPAL SECURITIES, INC.	11.92K	Mar 31, 26	+14	0.04%
STIFEL FINANCIAL CORP	11.48K	Mar 31, 26	+11.48K	0.04%
Belpointe Asset Management LLC	11.46K	Mar 31, 26	+1.65K	0.04%
Pilgrim Partners Asia Pte Ltd	11.20K	Mar 31, 26	+11.20K	0.04%
WEDBUSH SECURITIES INC	11.10K	Mar 31, 26	+11.10K	0.04%
Snowden Capital Advisors LLC	10.43K	Mar 31, 26	+5.18K	0.03%
Western Wealth Management, LLC	10.32K	Mar 31, 26	+370	0.03%
TFO-TDC, LLC	10.00K	Mar 31, 26	--	0.03%
SILVERCREST ASSET MANAGEMENT GROUP LLC	9.88K	Mar 31, 26	+9.88K	0.03%
Mendel Money Management	9.43K	Mar 31, 26	+1.95K	0.03%
XY Planning Network, Inc.	9.27K	Mar 31, 26	-673	0.03%
South Shore Capital Advisors	9.24K	Mar 31, 26	+2.98K	0.03%
Skyline Advisors, Inc.	9.18K	Mar 31, 26	+1.65K	0.03%
Ameritas Advisory Services, LLC	8.75K	Mar 31, 26	+372	0.03%
Permanens Capital L.P.	8.64K	Mar 31, 26	+8.64K	0.03%
Innova Wealth Partners	8.59K	Mar 31, 26	+4.01K	0.03%
MARSHALL WACE, LLP	8.59K	Mar 31, 26	+8.59K	0.03%
BROWN ADVISORY INC	8.32K	Mar 31, 26	+2.16K	0.03%
SIMPLEX TRADING, LLC	8.20K	Mar 31, 26	+8.20K	0.03%
Kensington Asset Management, LLC	8.12K	Mar 31, 26	+8.12K	0.03%
Dynamic Advisor Solutions LLC	7.81K	Mar 31, 26	-697	0.02%
Caprock Group, LLC	7.31K	Mar 31, 26	+633	0.02%
VISTA INVESTMENT PARTNERS II, LLC	7.30K	Mar 31, 26	-4.60K	0.02%
One Degree Advisors Inc	7.09K	Mar 31, 26	-651	0.02%
Capital Square, LLC	7.02K	Mar 31, 26	+1.85K	0.02%
US BANCORP \DE\	7.01K	Mar 31, 26	+309	0.02%
Parallel Advisors, LLC	6.75K	Mar 31, 26	+1.19K	0.02%
Beacon Pointe Advisors, LLC	6.57K	Mar 31, 26	+77	0.02%
Gs Investments, Inc.	6.55K	Mar 31, 26	--	0.02%
IHT Wealth Management, LLC	6.55K	Mar 31, 26	-916	0.02%
Sugar Maple Asset Management, LLC	6.46K	Mar 31, 26	+6.46K	0.02%
Betterment LLC	6.44K	Mar 31, 26	+6.44K	0.02%
SwitchPoint Financial Planning, LLC	6.28K	Mar 31, 26	-27	0.02%
Empowered Funds, LLC	6.26K	Mar 31, 26	+1.80K	0.02%
HB Wealth Management, LLC	6.25K	Mar 31, 26	+131	0.02%
MERCER GLOBAL ADVISORS INC /ADV	6.03K	Mar 31, 26	-3.96K	0.02%
Savant Capital, LLC	5.91K	Mar 31, 26	-6.34K	0.02%
Lakeside Advisors, INC.	5.88K	Mar 31, 26	+5.88K	0.02%
New Harbor Financial Group, LLC	5.49K	Mar 31, 26	--	0.02%
FIFTH THIRD BANCORP	5.31K	Mar 31, 26	+5.31K	0.02%
NORTHERN TRUST CORP	5.16K	Mar 31, 26	--	0.02%
DAVENPORT & Co LLC	5.16K	Mar 31, 26	+300	0.02%
Private Advisor Group, LLC	5.06K	Mar 31, 26	+5.06K	0.02%
Anchor Investment Management, LLC	5.01K	Mar 31, 26	--	0.02%
Darden Wealth Group Inc	4.99K	Mar 31, 26	+4.99K	0.02%
Perigon Wealth Management, LLC	4.86K	Mar 31, 26	--	0.02%
Venturi Wealth Management, LLC	4.83K	Mar 31, 26	+4.83K	0.02%
Gibson Capital, LLC	4.57K	Mar 31, 26	--	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	4.57K	Mar 31, 26	--	0.01%
Blue Chip Partners, LLC	4.37K	Mar 31, 26	+4.37K	0.01%
BURNEY CO/	4.28K	Mar 31, 26	--	0.01%
AQR CAPITAL MANAGEMENT LLC	4.26K	Mar 31, 26	+4.26K	0.01%
CLG LLC	4.22K	Mar 31, 26	+22	0.01%
Integrated Advisors Network LLC	4.19K	Mar 31, 26	+4.19K	0.01%
Csenge Advisory Group	3.80K	Mar 31, 26	+3.80K	0.01%
FMR LLC	3.69K	Mar 31, 26	+1.41K	0.01%
Ancora Advisors, LLC	3.53K	Mar 31, 26	+157	0.01%
NATIONAL BANK OF CANADA /FI/	3.45K	Mar 31, 26	-1.19K	0.01%
Atlantic Union Bankshares Corp	3.39K	Mar 31, 26	--	0.01%
Sunbelt Securities, Inc.	3.29K	Mar 31, 26	+3.28K	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	3.21K	Mar 31, 26	+3.21K	0.01%
Smithfield Trust Co	3.13K	Mar 31, 26	+1.80K	0.01%
Colonial Trust Co / SC	3.00K	Mar 31, 26	--	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.96K	Mar 31, 26	+899	0.01%
Center for Financial Planning, Inc.	2.60K	Mar 31, 26	+1.95K	0.01%
MARSHALL INVESTMENT MANAGEMENT, LLC	1.81K	Mar 31, 26	+1.81K	0.01%
TD Waterhouse Canada Inc.	1.63K	Mar 31, 26	--	0.01%
UMB Bank, n.a.	1.60K	Mar 31, 26	+1.00K	0.01%
AdvisorNet Financial, Inc	1.46K	Mar 31, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	1.42K	Mar 31, 26	+1.42K	0.00%
Millstone Evans Group, LLC	1.22K	Mar 31, 26	-48	0.00%
Asset Dedication, LLC	1.12K	Mar 31, 26	--	0.00%
Investors Research Corp	1.12K	Mar 31, 26	+1.12K	0.00%
Steward Partners Investment Advisory, LLC	960	Mar 31, 26	+244	0.00%
ASSETMARK, INC	719	Mar 31, 26	+502	0.00%
First Pacific Financial	523	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	499	Mar 31, 26	--	0.00%
Farther Finance Advisors, LLC	408	Mar 31, 26	+172	0.00%
MBM Wealth Consultants, LLC	373	Mar 31, 26	+373	0.00%
AE Wealth Management LLC	341	Mar 31, 26	--	0.00%
Key FInancial Inc	303	Mar 31, 26	+303	0.00%
Y.D. More Investments Ltd	263	Mar 31, 26	+263	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	256	Mar 31, 26	+256	0.00%
Russell Investments Group, Ltd.	175	Mar 31, 26	-157	0.00%
BANK OF MONTREAL /CAN/	150	Mar 31, 26	+150	0.00%
EverSource Wealth Advisors, LLC	127	Mar 31, 26	+97	0.00%
Triumph Capital Management	101	Mar 31, 26	--	0.00%
Anfield Capital Management, LLC	94	Mar 31, 26	+94	0.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV	85	Mar 31, 26	+85	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	60	Mar 31, 26	+60	0.00%
LRI Investments, LLC	52	Mar 31, 26	--	0.00%
Trust Co	21	Mar 31, 26	+21	0.00%
Strategic Wealth Partners, Ltd.	1	Mar 31, 26	-37	0.00%
Sound Income Strategies, LLC	1	Mar 31, 26	-130	0.00%
DEFINE FINANCIAL, LLC	--	Mar 31, 26	-4.97K	--
Pinnacle Wealth Planning Services, Inc.	--	Mar 31, 26	-1.65K	--
Financial Network Wealth Advisors LLC	--	Mar 31, 26	-2.12K	--
GoalVest Advisory LLC	--	Mar 31, 26	-1.19K	--
Allworth Financial LP	--	Mar 31, 26	-213	--
Stegent Equity Advisors, Inc.	--	Mar 31, 26	-11.38K	--
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	--	Mar 31, 26	-5.89K	--
Frontier Asset Management, LLC	--	Mar 31, 26	-6.27K	--
BANK OF AMERICA CORP /DE/	--	Mar 31, 26	-40.10K	--
CENTRAL TRUST Co	--	Mar 31, 26	-290	--
Coastal Investment Advisors, Inc.	--	Mar 31, 26	-205	--
AlphaCore Capital LLC	--	Mar 31, 26	-2.85K	--
Pandora Wealth, Inc.	44.81K	Dec 31, 25	+817	0.14%
COMERICA BANK	2.63K	Dec 31, 25	-105	0.01%
SageView Advisory Group, LLC	1.55K	Dec 31, 25	+1.55K	0.00%
ORG Partners LLC	1.00K	Dec 31, 25	--	0.00%
CIBC Private Wealth Group, LLC	193	Dec 31, 25	--	0.00%
EWG Elevate Inc.	89.40K	Sep 30, 25	-4.12K	0.28%
Smith Anglin Financial, LLC	11.84K	Jun 30, 25	-739	0.04%
AVANTAX ADVISORY SERVICES, INC.	10.43K	Jun 30, 25	+1.59K	0.03%
Orion Portfolio Solutions, LLC	55.00K	Mar 31, 25	--	0.17%
PRIVATE CAPITAL MANAGEMENT LLC	24.93K	Dec 31, 24	+5.41K	0.08%
Raymond James Financial Services Advisors, Inc.	357.50K	Sep 30, 24	+2.14K	1.13%
RAYMOND JAMES & ASSOCIATES	22.93K	Sep 30, 24	+298	0.07%
Spotlight Asset Group, Inc.	48.86K	Jun 30, 24	-765	0.15%
Cetera Advisors LLC	15.43K	Mar 31, 24	+15.43K	0.05%
Simplicity Solutions, LLC	14.32K	Dec 31, 23	--	0.05%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	49.59K	Sep 30, 23	+1.44K	0.16%
TRUSTCORE FINANCIAL SERVICES, LLC	2.23K	Dec 31, 22	-13	0.01%
Beaumont Financial Partners, LLC	157.93K	Sep 30, 22	+9.33K	0.50%
ACG Wealth	--	Sep 30, 22	-230	--
Covenant Multifamily Offices, LLC	7.73K	Sep 30, 21	+2	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	1.18K	Dec 31, 19	--	0.00%

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Holder

Date

Change

% Held

First Heartland Consultants, Inc.

335.22K

Jun 30, 26

-55.91K

1.06%

ADAMSBROWN WEALTH CONSULTANTS LLC

242.15K

Jun 30, 26

+13.52K

0.76%

Longview Financial Advisors, Inc.

184.63K

Jun 30, 26

+7.16K

0.58%

TrueWealth Advisors, LLC

144.90K

Jun 30, 26

+4.29K

0.46%

Ferguson Shapiro LLC

87.51K

Jun 30, 26

+87.51K

0.28%

Wealthcare Advisory Partners LLC

45.62K

Jun 30, 26

+129

0.14%

William Howard & Co Financial Advisors Inc

15.88K

Jun 30, 26

+29

0.05%

Magnus Financial Group LLC

14.79K

Jun 30, 26

-64

0.05%

Fermata Advisors, LLC

13.01K

Jun 30, 26

+1.19K

0.04%

Valeo Financial Advisors, LLC

10.49K

Jun 30, 26

+10.49K

0.03%

Cooper Financial Group

9.92K

Jun 30, 26

-16.16K

0.03%

Mills Wealth Advisors LLC

8.65K

Jun 30, 26

+554

0.03%

Dynamic Advisor Solutions LLC

7.05K

Jun 30, 26

-761

0.02%

Redhawk Wealth Advisors, Inc.

6.31K

Jun 30, 26

-41.47K

0.02%

Tactive Advisors, LLC

4.37K

Jun 30, 26

+505

0.01%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

3.91K

Jun 30, 26

+120

0.01%

MJT & Associates Financial Advisory Group, Inc.

100

Jun 30, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Jun 30, 26

0.00%

Retirement Planning Group

2.55M

Mar 31, 26

+133.48K

8.05%

WELLS FARGO & COMPANY/MN

2.14M

Mar 31, 26

+643.74K

6.77%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.95M

Mar 31, 26

+364.54K

6.14%

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

1.82M

Mar 31, 26

+157.17K

5.76%

Ellevest, Inc.

1.04M

Mar 31, 26

-143.22K

3.27%

Willis Johnson & Associates, Inc.

859.16K

Mar 31, 26

-151.50K

2.71%

RAYMOND JAMES FINANCIAL INC

794.46K

Mar 31, 26

-11.46K

2.51%

Tanglewood Wealth Management, Inc.

790.80K

Mar 31, 26

-333.36K

2.50%

LPL Financial LLC

767.21K

Mar 31, 26

+344.65K

2.42%

Aptus Capital Advisors, LLC

662.09K

Mar 31, 26

-8.06K

2.09%

Heck Capital Advisors, LLC

614.83K

Mar 31, 26

+394.02K

1.94%

GUARDIAN WEALTH ADVISORS, LLC / NC

610.97K

Mar 31, 26

-16.26K

1.93%

MORGAN STANLEY

590.37K

Mar 31, 26

+305.18K

1.86%

Coyle Financial Counsel LLC

583.85K

Mar 31, 26

+3.29K

1.84%

Kathmere Capital Management, LLC

485.87K

Mar 31, 26

-21.31K

1.53%

ENVESTNET ASSET MANAGEMENT INC

472.04K

Mar 31, 26

+355.37K

1.49%

Investment Planning Advisors, Inc.

470.31K

Mar 31, 26

-88.71K

1.48%

Kestra Advisory Services, LLC

442.53K

Mar 31, 26

+69.31K

1.40%

Janney Montgomery Scott LLC

440.22K

Mar 31, 26

+19.20K

1.39%

HighTower Advisors, LLC

403.85K

Mar 31, 26

-14.60K

1.28%

First Heartland Consultants, Inc.

391.12K

Mar 31, 26

+34.90K

1.23%

Legacy Financial Advisors, Inc.

386.71K

Mar 31, 26

+386.71K

1.22%

Integrated Wealth Concepts LLC

323.39K

Mar 31, 26

+196.28K

1.02%

Beaumont Financial Advisors, LLC

313.14K

Mar 31, 26

+37.87K

0.99%

MAYPORT, LLC

296.25K

Mar 31, 26

+17.57K

0.94%

Commonwealth Financial Services, LLC

293.58K

Mar 31, 26

-13.27K

0.93%

ENZI WEALTH

293.51K

Mar 31, 26

+20.52K

0.93%

OLD MISSION CAPITAL LLC

290.23K

Mar 31, 26

+206.35K

0.92%

Compass Ion Advisors, LLC

287.52K

Mar 31, 26

+9.81K

0.91%

Invst, LLC

276.70K

Mar 31, 26

-46.96K

0.87%

Yardley Wealth Management LLC

275.52K

Mar 31, 26

-29.00K

0.87%

GTS SECURITIES LLC

257.83K

Mar 31, 26

+250.36K

0.81%

COMMONWEALTH EQUITY SERVICES, LLC

254.84K

Mar 31, 26

+136.43K

0.80%

JONES FINANCIAL COMPANIES LLLP

249.46K

Mar 31, 26

+112.97K

0.79%

WCG Wealth Advisors LLC

248.95K

Mar 31, 26

-8.29K

0.79%

MUHLENKAMP & CO INC

236.82K

Mar 31, 26

+236.82K

0.75%

High Note Wealth, LLC

235.78K

Mar 31, 26

+9.19K

0.74%

Intelligence Driven Advisers, LLC

230.08K

Mar 31, 26

-115.56K

0.73%

Cambridge Investment Research Advisors, Inc.

190.79K

Mar 31, 26

+132.32K

0.60%

KFG WEALTH MANAGEMENT, LLC

188.46K

Mar 31, 26

+188.46K

0.60%

MML INVESTORS SERVICES, LLC

181.24K

Mar 31, 26

+114.12K

0.57%

GREAT VALLEY ADVISOR GROUP, INC.

176.95K

Mar 31, 26

-8.05K

0.56%

MGO ONE SEVEN LLC

175.85K

Mar 31, 26

-41.86K

0.56%

ROYAL BANK OF CANADA

174.13K

Mar 31, 26

+115.88K

0.55%

Watchman Group, Inc.

171.19K

Mar 31, 26

-15.14K

0.54%

Rossby Financial, LCC

164.42K

Mar 31, 26

-41.58K

0.52%

Koshinski Asset Management, Inc.

160.42K

Mar 31, 26

+112.50K

0.51%

Signal Advisors Wealth, LLC

154.52K

Mar 31, 26

+23.40K

0.49%

Lumbard & Kellner, LLC

153.51K

Mar 31, 26

+525

0.48%

ADVISOR GROUP HOLDINGS, INC.

149.79K

Mar 31, 26

+73.99K

0.47%

Baird Financial Group, Inc.

149.20K

Mar 31, 26

+35.74K

0.47%

Prospera Financial Services Inc

147.48K

Mar 31, 26

+115.50K

0.47%

Stokes Family Office, LLC

146.58K

Mar 31, 26

-71.31K

0.46%

Krilogy Financial LLC

144.62K

Mar 31, 26

+144.62K

0.46%

TrueWealth Advisors, LLC

140.61K

Mar 31, 26

-82

0.44%

TABLEAUX LLC

133.67K

Mar 31, 26

+42.93K

0.42%

Colony Group, LLC

133.10K

Mar 31, 26

+1.79K

0.42%

Ameritas Investment Partners, Inc.

123.18K

Mar 31, 26

+3.28K

0.39%

Toroso Investments, LLC

122.45K

Mar 31, 26

+3.97K

0.39%

Bank Julius Baer & Co. Ltd, Zurich

119.50K

Mar 31, 26

+119.50K

0.38%

Resources Investment Advisors, LLC.

118.95K

Mar 31, 26

-14.29K

0.38%

QUARRY HILL ADVISORS, LLC

118.36K

Mar 31, 26

-10.93K

0.37%

Brookstone Capital Management

116.91K

Mar 31, 26

+85.79K

0.37%

Smallwood Wealth Investment Management, LLC

115.76K

Mar 31, 26

-785

0.37%

Trademark Financial Management, LLC

114.14K

Mar 31, 26

+36.24K

0.36%

CABOT WEALTH MANAGEMENT INC

113.97K

Mar 31, 26

+113.97K

0.36%

New England Private Wealth Advisors LLC

113.08K

Mar 31, 26

-1.74K

0.36%

JANE STREET GROUP, LLC

113.03K

Mar 31, 26

-136.97K

0.36%

Lansing Street Advisors

108.28K

Mar 31, 26

+17.97K

0.34%

Foundations Investment Advisors, LLC

100.87K

Mar 31, 26

+1.29K

0.32%

Avid Wealth Partners LLC

99.21K

Mar 31, 26

+37.49K

0.31%

Geneos Wealth Management Inc.

98.73K

Mar 31, 26

+3.36K

0.31%

United Advisor Group, LLC

95.02K

Mar 31, 26

+12.66K

0.30%

ISLAY CAPITAL MANAGEMENT, LLC

92.18K

Mar 31, 26

+3.42K

0.29%

Mariner, LLC

82.69K

Mar 31, 26

-24.55K

0.26%

Ethos Financial Group, LLC

80.94K

Mar 31, 26

-20.87K

0.26%

Advisory Services Network, LLC

76.44K

Mar 31, 26

+20.14K

0.24%

SWEENEY & MICHEL, LLC

74.40K

Mar 31, 26

+2.57K

0.23%

JPMORGAN CHASE & CO

73.36K

Mar 31, 26

+18.76K

0.23%

Coco Enterprises, LLC

72.20K

Mar 31, 26

+72.20K

0.23%

Equitable Holdings, Inc.

71.57K

Mar 31, 26

+54.32K

0.23%

ARQ WEALTH ADVISORS, LLC

70.67K

Mar 31, 26

+6.07K

0.22%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

66.99K

Mar 31, 26

+11.58K

0.21%

1620 INVESTMENT ADVISORS, INC.

62.24K

Mar 31, 26

+109

0.20%

MAI Capital Management

58.69K

Mar 31, 26

+200

0.19%

Allen Capital Group, LLC

55.13K

Mar 31, 26

+13.65K

0.17%

Brinker Capital Investments, LLC

55.00K

Mar 31, 26

0.17%

Uniting Wealth Partners, LLC

53.28K

Mar 31, 26

+53.28K

0.17%

Moors & Cabot, Inc.

53.23K

Mar 31, 26

+2.35K

0.17%

Lunt Capital Management, Inc.

52.74K

Mar 31, 26

-6.39K

0.17%

THRIVENT FINANCIAL FOR LUTHERANS

49.46K

Mar 31, 26

-37.36K

0.16%

MARIPAU WEALTH MANAGEMENT LLC

48.29K

Mar 31, 26

+792

0.15%

Redhawk Wealth Advisors, Inc.

47.78K

Mar 31, 26

-42.82K

0.15%

CWM, LLC

46.00K

Mar 31, 26

+13.34K

0.15%

Wealthcare Advisory Partners LLC

45.49K

Mar 31, 26

+1.04K

0.14%

Financial Guidance Group, Inc.

43.65K

Mar 31, 26

+3.50K

0.14%

HIGHLINE WEALTH PARTNERS LLC

42.32K

Mar 31, 26

+10.50K

0.13%

Cetera Investment Advisers

41.85K

Mar 31, 26

+12.91K

0.13%

GOLDMAN SACHS GROUP INC

41.29K

Mar 31, 26

+41.29K

0.13%

NewEdge Advisors, LLC

40.84K

Mar 31, 26

+3.62K

0.13%

Valmark Advisers, Inc.

40.02K

Mar 31, 26

+40.02K

0.13%

Members Advisory Group LLC

39.83K

Mar 31, 26

-44.80K

0.13%

Per Stirling Capital Management, LLC.

39.15K

Mar 31, 26

+23.73K

0.12%

JPL Wealth Management, LLC

39.02K

Mar 31, 26

+18.75K

0.12%

Arete Wealth Advisors, LLC

37.06K

Mar 31, 26

+20.89K

0.12%

Lord & Richards Wealth Management, LLC

34.77K

Mar 31, 26

-25

0.11%

VectorGlobal IAG, Inc.

34.73K

Mar 31, 26

+34.73K

0.11%

CreativeOne Wealth, LLC

34.08K

Mar 31, 26

+866

0.11%

Clear Creek Financial Management, LLC

33.09K

Mar 31, 26

-25.28K

0.10%

SEAVIEW INVESTMENT MANAGERS LLC

30.82K

Mar 31, 26

-684

0.10%

TRUIST FINANCIAL CORP

30.40K

Mar 31, 26

+30.40K

0.10%

HRT FINANCIAL LP

29.86K

Mar 31, 26

+29.86K

0.09%

ANGELES WEALTH MANAGEMENT, LLC

29.26K

Mar 31, 26

-265

0.09%

HARBOUR INVESTMENTS, INC.

28.85K

Mar 31, 26

+26.22K

0.09%

Patten Group, Inc.

27.80K

Mar 31, 26

+2.46K

0.09%

SouthState Corp

27.32K

Mar 31, 26

+4.22K

0.09%

Global View Capital Management LLC

27.27K

Mar 31, 26

+5.58K

0.09%

Steel Peak Wealth Management LLC

27.27K

Mar 31, 26

-390

0.09%

Meridian Wealth Management, LLC

27.27K

Mar 31, 26

+27.27K

0.09%

WILEY BROS.-AINTREE CAPITAL, LLC

27.25K

Mar 31, 26

+27.25K

0.09%

IFP Advisors, Inc

26.64K

Mar 31, 26

-1.57K

0.08%

Clarity Asset Management, Inc.

26.03K

Mar 31, 26

+25.33K

0.08%

CITADEL ADVISORS LLC

25.89K

Mar 31, 26

+25.89K

0.08%

GERBER, LLC

25.25K

Mar 31, 26

+3.61K

0.08%

CAPTRUST FINANCIAL ADVISORS

24.51K

Mar 31, 26

+2.00K

0.08%

Mutual Advisors, LLC

24.49K

Mar 31, 26

-227

0.08%

Creative Planning

24.09K

Mar 31, 26

+3.67K

0.08%

Bravias Capital Group, LLC

23.67K

Mar 31, 26

+4.83K

0.07%

UBS Group AG

23.60K

Mar 31, 26

+21.10K

0.07%

Prism Advisors, Inc.

23.51K

Mar 31, 26

-4.97K

0.07%

Visionary Wealth Advisors

23.44K

Mar 31, 26

+14.90K

0.07%

Modern Wealth Management, LLC

23.31K

Mar 31, 26

+23.31K

0.07%

OPPENHEIMER & CO INC

22.08K

Mar 31, 26

+22.08K

0.07%

MATHER GROUP, LLC.

21.47K

Mar 31, 26

0.07%

LEVEL FOUR ADVISORY SERVICES, LLC

21.11K

Mar 31, 26

-1.94K

0.07%

Independent Advisor Alliance

20.95K

Mar 31, 26

+20.95K

0.07%

Vise Technologies, Inc.

19.25K

Mar 31, 26

0.06%

L.K. Benson & Company, P.C.

17.43K

Mar 31, 26

-139

0.06%

Atria Investments, Inc

17.35K

Mar 31, 26

+2.31K

0.05%

INDEPENDENT FINANCIAL GROUP, LLC

17.22K

Mar 31, 26

+17.22K

0.05%

Y-Intercept (Hong Kong) Ltd

17.03K

Mar 31, 26

+17.03K

0.05%

Capital Advisors, Ltd. LLC

16.51K

Mar 31, 26

+5.05K

0.05%

William Howard & Co Financial Advisors Inc

15.86K

Mar 31, 26

0.05%

Legend Financial Advisors, Inc.

15.56K

Mar 31, 26

+15.56K

0.05%

BENJAMIN EDWARDS INC

14.75K

Mar 31, 26

+14.75K

0.05%

NATIXIS ADVISORS, L.P.

13.75K

Mar 31, 26

+13.75K

0.04%

BlackDiamond Wealth Management Inc.

12.97K

Mar 31, 26

+12.97K

0.04%

PRINCIPAL SECURITIES, INC.

11.92K

Mar 31, 26

+14

0.04%

STIFEL FINANCIAL CORP

11.48K

Mar 31, 26

+11.48K

0.04%

Belpointe Asset Management LLC

11.46K

Mar 31, 26

+1.65K

0.04%

Pilgrim Partners Asia Pte Ltd

11.20K

Mar 31, 26

+11.20K

0.04%

WEDBUSH SECURITIES INC

11.10K

Mar 31, 26

+11.10K

0.04%

Snowden Capital Advisors LLC

10.43K

Mar 31, 26

+5.18K

0.03%

Western Wealth Management, LLC

10.32K

Mar 31, 26

+370

0.03%

TFO-TDC, LLC

10.00K

Mar 31, 26

0.03%

SILVERCREST ASSET MANAGEMENT GROUP LLC

9.88K

Mar 31, 26

+9.88K

0.03%

Mendel Money Management

9.43K

Mar 31, 26

+1.95K

0.03%

XY Planning Network, Inc.

9.27K

Mar 31, 26

-673

0.03%

South Shore Capital Advisors

9.24K

Mar 31, 26

+2.98K

0.03%

Skyline Advisors, Inc.

9.18K

Mar 31, 26

+1.65K

0.03%

Ameritas Advisory Services, LLC

8.75K

Mar 31, 26

+372

0.03%

Permanens Capital L.P.

8.64K

Mar 31, 26

+8.64K

0.03%

Innova Wealth Partners

8.59K

Mar 31, 26

+4.01K

0.03%

MARSHALL WACE, LLP

8.59K

Mar 31, 26

+8.59K

0.03%

BROWN ADVISORY INC

8.32K

Mar 31, 26

+2.16K

0.03%

SIMPLEX TRADING, LLC

8.20K

Mar 31, 26

+8.20K

0.03%

Kensington Asset Management, LLC

8.12K

Mar 31, 26

+8.12K

0.03%

Dynamic Advisor Solutions LLC

7.81K

Mar 31, 26

-697

0.02%

Caprock Group, LLC

7.31K

Mar 31, 26

+633

0.02%

VISTA INVESTMENT PARTNERS II, LLC

7.30K

Mar 31, 26

-4.60K

0.02%

One Degree Advisors Inc

7.09K

Mar 31, 26

-651

0.02%

Capital Square, LLC

7.02K

Mar 31, 26

+1.85K

0.02%

US BANCORP \DE\

7.01K

Mar 31, 26

+309

0.02%

Parallel Advisors, LLC

6.75K

Mar 31, 26

+1.19K

0.02%

Beacon Pointe Advisors, LLC

6.57K

Mar 31, 26

+77

0.02%

Gs Investments, Inc.

6.55K

Mar 31, 26

0.02%

IHT Wealth Management, LLC

6.55K

Mar 31, 26

-916

0.02%

Sugar Maple Asset Management, LLC

6.46K

Mar 31, 26

+6.46K

0.02%

Betterment LLC

6.44K

Mar 31, 26

+6.44K

0.02%

SwitchPoint Financial Planning, LLC

6.28K

Mar 31, 26

-27

0.02%

Empowered Funds, LLC

6.26K

Mar 31, 26

+1.80K

0.02%

HB Wealth Management, LLC

6.25K

Mar 31, 26

+131

0.02%

MERCER GLOBAL ADVISORS INC /ADV

6.03K

Mar 31, 26

-3.96K

0.02%

Savant Capital, LLC

5.91K

Mar 31, 26

-6.34K

0.02%

Lakeside Advisors, INC.

5.88K

Mar 31, 26

+5.88K

0.02%

New Harbor Financial Group, LLC

5.49K

Mar 31, 26

0.02%

FIFTH THIRD BANCORP

5.31K

Mar 31, 26

+5.31K

0.02%

NORTHERN TRUST CORP

5.16K

Mar 31, 26

0.02%

DAVENPORT & Co LLC

5.16K

Mar 31, 26

+300

0.02%

Private Advisor Group, LLC

5.06K

Mar 31, 26

+5.06K

0.02%

Anchor Investment Management, LLC

5.01K

Mar 31, 26

0.02%

Darden Wealth Group Inc

4.99K

Mar 31, 26

+4.99K

0.02%

Perigon Wealth Management, LLC

4.86K

Mar 31, 26

0.02%

Venturi Wealth Management, LLC

4.83K

Mar 31, 26

+4.83K

0.02%

Gibson Capital, LLC

4.57K

Mar 31, 26

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

4.57K

Mar 31, 26

0.01%

Blue Chip Partners, LLC

4.37K

Mar 31, 26

+4.37K

0.01%

BURNEY CO/

4.28K

Mar 31, 26

0.01%

AQR CAPITAL MANAGEMENT LLC

4.26K

Mar 31, 26

+4.26K

0.01%

CLG LLC

4.22K

Mar 31, 26

+22

0.01%

Integrated Advisors Network LLC

4.19K

Mar 31, 26

+4.19K

0.01%

Csenge Advisory Group

3.80K

Mar 31, 26

+3.80K

0.01%

FMR LLC

3.69K

Mar 31, 26

+1.41K

0.01%

Ancora Advisors, LLC

3.53K

Mar 31, 26

+157

0.01%

NATIONAL BANK OF CANADA /FI/

3.45K

Mar 31, 26

-1.19K

0.01%

Atlantic Union Bankshares Corp

3.39K

Mar 31, 26

0.01%

Sunbelt Securities, Inc.

3.29K

Mar 31, 26

+3.28K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

3.21K

Mar 31, 26

+3.21K

0.01%

Smithfield Trust Co

3.13K

Mar 31, 26

+1.80K

0.01%

Colonial Trust Co / SC

3.00K

Mar 31, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

2.96K

Mar 31, 26

+899

0.01%

Center for Financial Planning, Inc.

2.60K

Mar 31, 26

+1.95K

0.01%

MARSHALL INVESTMENT MANAGEMENT, LLC

1.81K

Mar 31, 26

+1.81K

0.01%

TD Waterhouse Canada Inc.

1.63K

Mar 31, 26

0.01%

UMB Bank, n.a.

1.60K

Mar 31, 26

+1.00K

0.01%

AdvisorNet Financial, Inc

1.46K

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

1.42K

Mar 31, 26

+1.42K

0.00%

Millstone Evans Group, LLC

1.22K

Mar 31, 26

-48

0.00%

Asset Dedication, LLC

1.12K

Mar 31, 26

0.00%

Investors Research Corp

1.12K

Mar 31, 26

+1.12K

0.00%

Steward Partners Investment Advisory, LLC

960

Mar 31, 26

+244

0.00%

ASSETMARK, INC

719

Mar 31, 26

+502

0.00%

First Pacific Financial

523

Mar 31, 26

0.00%

Root Financial Partners, LLC

499

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

408

Mar 31, 26

+172

0.00%

MBM Wealth Consultants, LLC

373

Mar 31, 26

+373

0.00%

AE Wealth Management LLC

341

Mar 31, 26

0.00%

Key FInancial Inc

303

Mar 31, 26

+303

0.00%

Y.D. More Investments Ltd

263

Mar 31, 26

+263

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

256

Mar 31, 26

+256

0.00%

Russell Investments Group, Ltd.

175

Mar 31, 26

-157

0.00%

BANK OF MONTREAL /CAN/

150

Mar 31, 26

+150

0.00%

EverSource Wealth Advisors, LLC

127

Mar 31, 26

+97

0.00%

Triumph Capital Management

101

Mar 31, 26

0.00%

Anfield Capital Management, LLC

Mar 31, 26

+94

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

Mar 31, 26

+85

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Mar 31, 26

+60

0.00%

LRI Investments, LLC

Mar 31, 26

0.00%

Trust Co

Mar 31, 26

+21

0.00%

Strategic Wealth Partners, Ltd.

Mar 31, 26

-37

0.00%

Sound Income Strategies, LLC

Mar 31, 26

-130

0.00%

DEFINE FINANCIAL, LLC

Mar 31, 26

-4.97K

Pinnacle Wealth Planning Services, Inc.

Mar 31, 26

-1.65K

Financial Network Wealth Advisors LLC

Mar 31, 26

-2.12K

GoalVest Advisory LLC

Mar 31, 26

-1.19K

Allworth Financial LP

Mar 31, 26

-213

Stegent Equity Advisors, Inc.

Mar 31, 26

-11.38K

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

Mar 31, 26

-5.89K

Frontier Asset Management, LLC

Mar 31, 26

-6.27K

BANK OF AMERICA CORP /DE/

Mar 31, 26

-40.10K

CENTRAL TRUST Co

Mar 31, 26

-290

Coastal Investment Advisors, Inc.

Mar 31, 26

-205

AlphaCore Capital LLC

Mar 31, 26

-2.85K

Pandora Wealth, Inc.

44.81K

Dec 31, 25

+817

0.14%

COMERICA BANK

2.63K

Dec 31, 25

-105

0.01%

SageView Advisory Group, LLC

1.55K

Dec 31, 25

+1.55K

0.00%

ORG Partners LLC

1.00K

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

193

Dec 31, 25

0.00%

EWG Elevate Inc.

89.40K

Sep 30, 25

-4.12K

0.28%

Smith Anglin Financial, LLC

11.84K

Jun 30, 25

-739

0.04%

AVANTAX ADVISORY SERVICES, INC.

10.43K

Jun 30, 25

+1.59K

0.03%

Orion Portfolio Solutions, LLC

55.00K

Mar 31, 25

0.17%

PRIVATE CAPITAL MANAGEMENT LLC

24.93K

Dec 31, 24

+5.41K

0.08%

Raymond James Financial Services Advisors, Inc.

357.50K

Sep 30, 24

+2.14K

1.13%

RAYMOND JAMES & ASSOCIATES

22.93K

Sep 30, 24

+298

0.07%

Spotlight Asset Group, Inc.

48.86K

Jun 30, 24

-765

0.15%

Cetera Advisors LLC

15.43K

Mar 31, 24

+15.43K

0.05%

Simplicity Solutions, LLC

14.32K

Dec 31, 23

0.05%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

49.59K

Sep 30, 23

+1.44K

0.16%

TRUSTCORE FINANCIAL SERVICES, LLC

2.23K

Dec 31, 22

-13

0.01%

Beaumont Financial Partners, LLC

157.93K

Sep 30, 22

+9.33K

0.50%

ACG Wealth

Sep 30, 22

-230

Covenant Multifamily Offices, LLC

7.73K

Sep 30, 21

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.18K

Dec 31, 19

0.00%