FT Vest U.S. Equity Moderate Buffer ETF - March(GMAR)

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FT Vest U.S. Equity Moderate Buffer ETF - March(GMAR)

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$44.98—

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GMAR(GMAR)

GMAR

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 146 Institutional Holders

Holder	Shares	Date	Change	% Held
RAYMOND JAMES FINANCIAL INC	548.48K	Jun 30, 26	-334.62K	6.13%
First International Bank of Israel Ltd.	480.00K	Jun 30, 26	--	5.37%
COMMONWEALTH EQUITY SERVICES, LLC	315.57K	Jun 30, 26	-33.98K	3.53%
ADVISOR GROUP HOLDINGS, INC.	284.11K	Jun 30, 26	+18.12K	3.18%
Kestra Advisory Services, LLC	187.20K	Jun 30, 26	-32.64K	2.09%
Cetera Investment Advisers	185.17K	Jun 30, 26	+6.09K	2.07%
LPL Financial LLC	168.18K	Jun 30, 26	+942	1.88%
Bull Harbor Capital LLC	157.98K	Jun 30, 26	+20.67K	1.77%
Wood Tarver Financial Group, LLC	138.74K	Jun 30, 26	+1	1.55%
CITY HOLDING CO	128.43K	Jun 30, 26	-2.92K	1.44%
AssuredPartners Investment Advisors, LLC	120.58K	Jun 30, 26	-7.48K	1.35%
Bouchey Financial Group Ltd	97.14K	Jun 30, 26	-7.94K	1.09%
Cambridge Investment Research Advisors, Inc.	92.48K	Jun 30, 26	+894	1.03%
ENVESTNET ASSET MANAGEMENT INC	90.75K	Jun 30, 26	-1.07K	1.01%
MML INVESTORS SERVICES, LLC	77.19K	Jun 30, 26	+10.62K	0.86%
CITADEL ADVISORS LLC	71.72K	Jun 30, 26	+58.99K	0.80%
MAI Capital Management	61.59K	Jun 30, 26	-363	0.69%
Janney Montgomery Scott LLC	54.72K	Jun 30, 26	-5.15K	0.61%
SRS Capital Advisors, Inc.	48.77K	Jun 30, 26	+38.95K	0.55%
Holistic Planning, LLC	45.17K	Jun 30, 26	+278	0.50%
FOUNDERS FINANCIAL SECURITIES LLC	39.70K	Jun 30, 26	-87.68K	0.44%
Arkadios Wealth Advisors	39.58K	Jun 30, 26	-3.19K	0.44%
Keystone Wealth Services, LLC	37.22K	Jun 30, 26	--	0.42%
TRUIST FINANCIAL CORP	34.32K	Jun 30, 26	-3.18K	0.38%
Chris Bulman Inc	29.61K	Jun 30, 26	+1.50K	0.33%
REAP Financial Group, LLC	29.35K	Jun 30, 26	-4.33K	0.33%
MGO ONE SEVEN LLC	27.56K	Jun 30, 26	+80	0.31%
Tanglewood Legacy Advisors, LLC	26.43K	Jun 30, 26	--	0.30%
Brookstone Capital Management	25.76K	Jun 30, 26	-595	0.29%
Madrona Financial Services, LLC	24.87K	Jun 30, 26	+1.89K	0.28%
Ignite Planners, LLC	24.16K	Jun 30, 26	-726	0.27%
NewEdge Advisors, LLC	23.07K	Jun 30, 26	-1.79K	0.26%
Diligent Investors, LLC	22.36K	Jun 30, 26	-564	0.25%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	20.21K	Jun 30, 26	-21.54K	0.23%
Waverly Advisors, LLC	19.72K	Jun 30, 26	--	0.22%
AQR CAPITAL MANAGEMENT LLC	18.46K	Jun 30, 26	--	0.21%
Concurrent Investment Advisors, LLC	18.29K	Jun 30, 26	-316	0.20%
HARBOUR INVESTMENTS, INC.	18.04K	Jun 30, 26	-490	0.20%
FIDUCIARY FINANCIAL ADVISORS	17.96K	Jun 30, 26	+17.96K	0.20%
Kovack Advisors, Inc.	17.64K	Jun 30, 26	-250	0.20%
Range Financial Group LLC	17.16K	Jun 30, 26	-275	0.19%
Farther Finance Advisors, LLC	17.09K	Jun 30, 26	+16.79K	0.19%
ALESCO ADVISORS LLC	15.74K	Jun 30, 26	--	0.18%
Capital Investment Advisory Services, LLC	14.86K	Jun 30, 26	-8.23K	0.17%
Mutual Advisors, LLC	14.84K	Jun 30, 26	-338	0.17%
HBW Advisory Services LLC	14.73K	Jun 30, 26	--	0.16%
OLD MISSION CAPITAL LLC	14.64K	Jun 30, 26	+14.64K	0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	14.15K	Jun 30, 26	-300	0.16%
BFI Wealth Solutions, LLC	13.90K	Jun 30, 26	--	0.16%
CENTAURUS FINANCIAL, INC.	13.86K	Jun 30, 26	--	0.15%
CreativeOne Wealth, LLC	13.73K	Jun 30, 26	+3.42K	0.15%
Sanctuary Advisors, LLC	12.94K	Jun 30, 26	+23	0.14%
Gallagher Fiduciary Advisors, LLC	12.82K	Jun 30, 26	-76	0.14%
Harvest Investment Services, LLC	11.85K	Jun 30, 26	+11.85K	0.13%
STEPHENS INC /AR/	11.82K	Jun 30, 26	--	0.13%
Signature Equity Partners, LLC	11.73K	Jun 30, 26	--	0.13%
INSIGNEO ADVISORY SERVICES, LLC	11.03K	Jun 30, 26	-3.67K	0.12%
NorthCrest Asset Manangement, LLC	10.60K	Jun 30, 26	--	0.12%
MBL Wealth, LLC	10.00K	Jun 30, 26	--	0.11%
Cresset Asset Management, LLC	9.99K	Jun 30, 26	--	0.11%
LVZ, Inc.	9.51K	Jun 30, 26	--	0.11%
RFG Advisory, LLC	9.30K	Jun 30, 26	--	0.10%
CARY STREET PARTNERS FINANCIAL LLC	9.22K	Jun 30, 26	+380	0.10%
Sequent Planning LLC	9.18K	Jun 30, 26	+3.19K	0.10%
CoreCap Advisors, LLC	9.04K	Jun 30, 26	-120	0.10%
JPMORGAN CHASE & CO	8.93K	Jun 30, 26	-2.93K	0.10%
Foundations Investment Advisors, LLC	8.91K	Jun 30, 26	+1.88K	0.10%
Kestra Investment Management, LLC	8.84K	Jun 30, 26	+8.84K	0.10%
LM Advisors LLC	8.25K	Jun 30, 26	+8.25K	0.09%
Stratos Wealth Advisors, LLC	8.23K	Jun 30, 26	+3.31K	0.09%
Noble Wealth Management PBC	8.12K	Jun 30, 26	-630	0.09%
DHJJ Financial Advisors, Ltd.	7.66K	Jun 30, 26	--	0.09%
SAGESPRING WEALTH PARTNERS, LLC	7.65K	Jun 30, 26	-34	0.09%
Schubert & Co	7.62K	Jun 30, 26	--	0.09%
Koshinski Asset Management, Inc.	7.43K	Jun 30, 26	+22	0.08%
FSB PREMIER WEALTH MANAGEMENT, INC.	7.42K	Jun 30, 26	-93	0.08%
KESTRA PRIVATE WEALTH SERVICES, LLC	7.21K	Jun 30, 26	--	0.08%
CAPTRUST FINANCIAL ADVISORS	7.20K	Jun 30, 26	--	0.08%
LEGACY SOLUTIONS, LLC	7.18K	Jun 30, 26	--	0.08%
Colony Group, LLC	6.91K	Jun 30, 26	--	0.08%
Snowden Capital Advisors LLC	6.84K	Jun 30, 26	--	0.08%
AdvisorNet Financial, Inc	6.81K	Jun 30, 26	--	0.08%
J.W. COLE ADVISORS, INC.	6.77K	Jun 30, 26	+6.77K	0.08%
KINGSWOOD WEALTH ADVISORS, LLC	6.76K	Jun 30, 26	-263	0.08%
HRT FINANCIAL LP	6.75K	Jun 30, 26	+6.75K	0.08%
Diversify Advisory Services, LLC	6.70K	Jun 30, 26	+6.70K	0.07%
DIVERSIFY WEALTH MANAGEMENT, LLC	6.70K	Jun 30, 26	--	0.07%
HFG Wealth Management, LLC	6.54K	Jun 30, 26	-1.91K	0.07%
Integrated Wealth Concepts LLC	6.43K	Jun 30, 26	--	0.07%
Beacon Pointe Advisors, LLC	6.35K	Jun 30, 26	-472	0.07%
Mount Yale Investment Advisors, LLC	6.23K	Jun 30, 26	--	0.07%
Vestmark Advisory Solutions, Inc.	6.23K	Jun 30, 26	--	0.07%
Keating Financial Advisory Services, Inc.	6.14K	Jun 30, 26	-169	0.07%
RiverTree Advisors, LLC	5.90K	Jun 30, 26	--	0.07%
StoneX Group Inc.	5.78K	Jun 30, 26	+5.78K	0.06%
PARK AVENUE SECURITIES LLC	5.73K	Jun 30, 26	--	0.06%
Spire Wealth Management	5.67K	Jun 30, 26	--	0.06%
Prosperity Consulting Group, LLC	5.52K	Jun 30, 26	--	0.06%
PKS Advisory Services, LLC	5.36K	Jun 30, 26	-5.01K	0.06%
Grantvest Financial Group LLC	5.35K	Jun 30, 26	+94	0.06%
Archer Investment Corp	5.26K	Jun 30, 26	-1.93K	0.06%
Clear Creek Financial Management, LLC	5.00K	Jun 30, 26	+5.00K	0.06%
BostonPremier Wealth LLC	4.92K	Jun 30, 26	--	0.05%
Triad Wealth Partners, LLC	4.91K	Jun 30, 26	-9	0.05%
BARCLAYS PLC	4.59K	Jun 30, 26	-1	0.05%
CRUX WEALTH ADVISORS	4.55K	Jun 30, 26	+4.55K	0.05%
Steward Partners Investment Advisory, LLC	4.50K	Jun 30, 26	--	0.05%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	3.49K	Jun 30, 26	--	0.04%
Geneos Wealth Management Inc.	2.92K	Jun 30, 26	-475	0.03%
Rockefeller Capital Management L.P.	2.28K	Jun 30, 26	--	0.03%
Financial Network Wealth Advisors LLC	2.17K	Jun 30, 26	--	0.02%
MORGAN STANLEY	2.00K	Jun 30, 26	--	0.02%
Capital Analysts, LLC	1.86K	Jun 30, 26	--	0.02%
Integrity Financial Corp /WA	1.49K	Jun 30, 26	-258	0.02%
HAZLETT, BURT & WATSON, INC.	1.49K	Jun 30, 26	--	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.47K	Jun 30, 26	+1.47K	0.02%
NBC SECURITIES, INC.	940	Jun 30, 26	--	0.01%
Smartleaf Asset Management LLC	700	Jun 30, 26	--	0.01%
Buck Wealth Strategies, LLC	650	Jun 30, 26	+650	0.01%
Allworth Financial LP	589	Jun 30, 26	--	0.01%
IMG Wealth Management, Inc.	573	Jun 30, 26	-15	0.01%
Global Retirement Partners, LLC	400	Jun 30, 26	+400	0.00%
AMERIFLEX GROUP, INC.	385	Jun 30, 26	+385	0.00%
Pinnacle Bancorp, Inc.	325	Jun 30, 26	--	0.00%
ASSETMARK, INC	248	Jun 30, 26	-72	0.00%
IFG Advisory, LLC	157	Jun 30, 26	+157	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Jun 30, 26	-155	--
M Holdings Securities, Inc.	--	Jun 30, 26	-10.00K	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.42K	--
Pinnacle Wealth Planning Services, Inc.	--	Jun 30, 26	-118	--
WELLS FARGO & COMPANY/MN	--	Jun 30, 26	-120	--
Sunbelt Securities, Inc.	67.02K	Mar 31, 26	-23.83K	0.75%
Anfield Capital Management, LLC	40.39K	Mar 31, 26	-243	0.45%
CWM, LLC	2.82K	Mar 31, 26	-10	0.03%
Schulz Wealth, LTD.	36.47K	Dec 31, 25	-1.17K	0.41%
ORG Partners LLC	3.50K	Dec 31, 25	-169.31K	0.04%
GPS Wealth Strategies Group, LLC	525	Dec 31, 25	-1.36K	0.01%
Bullseye Investment Management, LLC	26.57K	Sep 30, 25	--	0.30%
BRASS TAX WEALTH MANAGEMENT, INC	20.04K	Sep 30, 25	-300	0.22%
Orion Portfolio Solutions, LLC	6.26K	Mar 31, 25	+220	0.07%
WR Wealth Planners, LLC	1.23K	Dec 31, 24	--	0.01%
Raymond James Financial Services Advisors, Inc.	627.08K	Sep 30, 24	-331.87K	7.01%
RAYMOND JAMES & ASSOCIATES	549.63K	Sep 30, 24	-9.08K	6.14%
Cetera Advisor Networks LLC	75.25K	Mar 31, 24	+75.25K	0.84%
Cetera Advisors LLC	21.74K	Mar 31, 24	+21.74K	0.24%
Retirement Group, LLC	300	Mar 31, 24	+300	0.00%

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Holder

Date

Change

% Held

RAYMOND JAMES FINANCIAL INC

548.48K

Jun 30, 26

-334.62K

6.13%

First International Bank of Israel Ltd.

480.00K

Jun 30, 26

5.37%

COMMONWEALTH EQUITY SERVICES, LLC

315.57K

Jun 30, 26

-33.98K

3.53%

ADVISOR GROUP HOLDINGS, INC.

284.11K

Jun 30, 26

+18.12K

3.18%

Kestra Advisory Services, LLC

187.20K

Jun 30, 26

-32.64K

2.09%

Cetera Investment Advisers

185.17K

Jun 30, 26

+6.09K

2.07%

LPL Financial LLC

168.18K

Jun 30, 26

+942

1.88%

Bull Harbor Capital LLC

157.98K

Jun 30, 26

+20.67K

1.77%

Wood Tarver Financial Group, LLC

138.74K

Jun 30, 26

1.55%

CITY HOLDING CO

128.43K

Jun 30, 26

-2.92K

1.44%

AssuredPartners Investment Advisors, LLC

120.58K

Jun 30, 26

-7.48K

1.35%

Bouchey Financial Group Ltd

97.14K

Jun 30, 26

-7.94K

1.09%

Cambridge Investment Research Advisors, Inc.

92.48K

Jun 30, 26

+894

1.03%

ENVESTNET ASSET MANAGEMENT INC

90.75K

Jun 30, 26

-1.07K

1.01%

MML INVESTORS SERVICES, LLC

77.19K

Jun 30, 26

+10.62K

0.86%

CITADEL ADVISORS LLC

71.72K

Jun 30, 26

+58.99K

0.80%

MAI Capital Management

61.59K

Jun 30, 26

-363

0.69%

Janney Montgomery Scott LLC

54.72K

Jun 30, 26

-5.15K

0.61%

SRS Capital Advisors, Inc.

48.77K

Jun 30, 26

+38.95K

0.55%

Holistic Planning, LLC

45.17K

Jun 30, 26

+278

0.50%

FOUNDERS FINANCIAL SECURITIES LLC

39.70K

Jun 30, 26

-87.68K

0.44%

Arkadios Wealth Advisors

39.58K

Jun 30, 26

-3.19K

0.44%

Keystone Wealth Services, LLC

37.22K

Jun 30, 26

0.42%

TRUIST FINANCIAL CORP

34.32K

Jun 30, 26

-3.18K

0.38%

Chris Bulman Inc

29.61K

Jun 30, 26

+1.50K

0.33%

REAP Financial Group, LLC

29.35K

Jun 30, 26

-4.33K

0.33%

MGO ONE SEVEN LLC

27.56K

Jun 30, 26

+80

0.31%

Tanglewood Legacy Advisors, LLC

26.43K

Jun 30, 26

0.30%

Brookstone Capital Management

25.76K

Jun 30, 26

-595

0.29%

Madrona Financial Services, LLC

24.87K

Jun 30, 26

+1.89K

0.28%

Ignite Planners, LLC

24.16K

Jun 30, 26

-726

0.27%

NewEdge Advisors, LLC

23.07K

Jun 30, 26

-1.79K

0.26%

Diligent Investors, LLC

22.36K

Jun 30, 26

-564

0.25%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

20.21K

Jun 30, 26

-21.54K

0.23%

Waverly Advisors, LLC

19.72K

Jun 30, 26

0.22%

AQR CAPITAL MANAGEMENT LLC

18.46K

Jun 30, 26

0.21%

Concurrent Investment Advisors, LLC

18.29K

Jun 30, 26

-316

0.20%

HARBOUR INVESTMENTS, INC.

18.04K

Jun 30, 26

-490

0.20%

FIDUCIARY FINANCIAL ADVISORS

17.96K

Jun 30, 26

+17.96K

0.20%

Kovack Advisors, Inc.

17.64K

Jun 30, 26

-250

0.20%

Range Financial Group LLC

17.16K

Jun 30, 26

-275

0.19%

Farther Finance Advisors, LLC

17.09K

Jun 30, 26

+16.79K

0.19%

ALESCO ADVISORS LLC

15.74K

Jun 30, 26

0.18%

Capital Investment Advisory Services, LLC

14.86K

Jun 30, 26

-8.23K

0.17%

Mutual Advisors, LLC

14.84K

Jun 30, 26

-338

0.17%

HBW Advisory Services LLC

14.73K

Jun 30, 26

0.16%

OLD MISSION CAPITAL LLC

14.64K

Jun 30, 26

+14.64K

0.16%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

14.15K

Jun 30, 26

-300

0.16%

BFI Wealth Solutions, LLC

13.90K

Jun 30, 26

0.16%

CENTAURUS FINANCIAL, INC.

13.86K

Jun 30, 26

0.15%

CreativeOne Wealth, LLC

13.73K

Jun 30, 26

+3.42K

0.15%

Sanctuary Advisors, LLC

12.94K

Jun 30, 26

+23

0.14%

Gallagher Fiduciary Advisors, LLC

12.82K

Jun 30, 26

-76

0.14%

Harvest Investment Services, LLC

11.85K

Jun 30, 26

+11.85K

0.13%

STEPHENS INC /AR/

11.82K

Jun 30, 26

0.13%

Signature Equity Partners, LLC

11.73K

Jun 30, 26

0.13%

INSIGNEO ADVISORY SERVICES, LLC

11.03K

Jun 30, 26

-3.67K

0.12%

NorthCrest Asset Manangement, LLC

10.60K

Jun 30, 26

0.12%

MBL Wealth, LLC

10.00K

Jun 30, 26

0.11%

Cresset Asset Management, LLC

9.99K

Jun 30, 26

0.11%

LVZ, Inc.

9.51K

Jun 30, 26

0.11%

RFG Advisory, LLC

9.30K

Jun 30, 26

0.10%

CARY STREET PARTNERS FINANCIAL LLC

9.22K

Jun 30, 26

+380

0.10%

Sequent Planning LLC

9.18K

Jun 30, 26

+3.19K

0.10%

CoreCap Advisors, LLC

9.04K

Jun 30, 26

-120

0.10%

JPMORGAN CHASE & CO

8.93K

Jun 30, 26

-2.93K

0.10%

Foundations Investment Advisors, LLC

8.91K

Jun 30, 26

+1.88K

0.10%

Kestra Investment Management, LLC

8.84K

Jun 30, 26

+8.84K

0.10%

LM Advisors LLC

8.25K

Jun 30, 26

+8.25K

0.09%

Stratos Wealth Advisors, LLC

8.23K

Jun 30, 26

+3.31K

0.09%

Noble Wealth Management PBC

8.12K

Jun 30, 26

-630

0.09%

DHJJ Financial Advisors, Ltd.

7.66K

Jun 30, 26

0.09%

SAGESPRING WEALTH PARTNERS, LLC

7.65K

Jun 30, 26

-34

0.09%

Schubert & Co

7.62K

Jun 30, 26

0.09%

Koshinski Asset Management, Inc.

7.43K

Jun 30, 26

+22

0.08%

FSB PREMIER WEALTH MANAGEMENT, INC.

7.42K

Jun 30, 26

-93

0.08%

KESTRA PRIVATE WEALTH SERVICES, LLC

7.21K

Jun 30, 26

0.08%

CAPTRUST FINANCIAL ADVISORS

7.20K

Jun 30, 26

0.08%

LEGACY SOLUTIONS, LLC

7.18K

Jun 30, 26

0.08%

Colony Group, LLC

6.91K

Jun 30, 26

0.08%

Snowden Capital Advisors LLC

6.84K

Jun 30, 26

0.08%

AdvisorNet Financial, Inc

6.81K

Jun 30, 26

0.08%

J.W. COLE ADVISORS, INC.

6.77K

Jun 30, 26

+6.77K

0.08%

KINGSWOOD WEALTH ADVISORS, LLC

6.76K

Jun 30, 26

-263

0.08%

HRT FINANCIAL LP

6.75K

Jun 30, 26

+6.75K

0.08%

Diversify Advisory Services, LLC

6.70K

Jun 30, 26

+6.70K

0.07%

DIVERSIFY WEALTH MANAGEMENT, LLC

6.70K

Jun 30, 26

0.07%

HFG Wealth Management, LLC

6.54K

Jun 30, 26

-1.91K

0.07%

Integrated Wealth Concepts LLC

6.43K

Jun 30, 26

0.07%

Beacon Pointe Advisors, LLC

6.35K

Jun 30, 26

-472

0.07%

Mount Yale Investment Advisors, LLC

6.23K

Jun 30, 26

0.07%

Vestmark Advisory Solutions, Inc.

6.23K

Jun 30, 26

0.07%

Keating Financial Advisory Services, Inc.

6.14K

Jun 30, 26

-169

0.07%

RiverTree Advisors, LLC

5.90K

Jun 30, 26

0.07%

StoneX Group Inc.

5.78K

Jun 30, 26

+5.78K

0.06%

PARK AVENUE SECURITIES LLC

5.73K

Jun 30, 26

0.06%

Spire Wealth Management

5.67K

Jun 30, 26

0.06%

Prosperity Consulting Group, LLC

5.52K

Jun 30, 26

0.06%

PKS Advisory Services, LLC

5.36K

Jun 30, 26

-5.01K

0.06%

Grantvest Financial Group LLC

5.35K

Jun 30, 26

+94

0.06%

Archer Investment Corp

5.26K

Jun 30, 26

-1.93K

0.06%

Clear Creek Financial Management, LLC

5.00K

Jun 30, 26

+5.00K

0.06%

BostonPremier Wealth LLC

4.92K

Jun 30, 26

0.05%

Triad Wealth Partners, LLC

4.91K

Jun 30, 26

-9

0.05%

BARCLAYS PLC

4.59K

Jun 30, 26

-1

0.05%

CRUX WEALTH ADVISORS

4.55K

Jun 30, 26

+4.55K

0.05%

Steward Partners Investment Advisory, LLC

4.50K

Jun 30, 26

0.05%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

3.49K

Jun 30, 26

0.04%

Geneos Wealth Management Inc.

2.92K

Jun 30, 26

-475

0.03%

Rockefeller Capital Management L.P.

2.28K

Jun 30, 26

0.03%

Financial Network Wealth Advisors LLC

2.17K

Jun 30, 26

0.02%

MORGAN STANLEY

2.00K

Jun 30, 26

0.02%

Capital Analysts, LLC

1.86K

Jun 30, 26

0.02%

Integrity Financial Corp /WA

1.49K

Jun 30, 26

-258

0.02%

HAZLETT, BURT & WATSON, INC.

1.49K

Jun 30, 26

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.47K

Jun 30, 26

+1.47K

0.02%

NBC SECURITIES, INC.

940

Jun 30, 26

0.01%

Smartleaf Asset Management LLC

700

Jun 30, 26

0.01%

Buck Wealth Strategies, LLC

650

Jun 30, 26

+650

0.01%

Allworth Financial LP

589

Jun 30, 26

0.01%

IMG Wealth Management, Inc.

573

Jun 30, 26

-15

0.01%

Global Retirement Partners, LLC

400

Jun 30, 26

+400

0.00%

AMERIFLEX GROUP, INC.

385

Jun 30, 26

+385

0.00%

Pinnacle Bancorp, Inc.

325

Jun 30, 26

0.00%

ASSETMARK, INC

248

Jun 30, 26

-72

0.00%

IFG Advisory, LLC

157

Jun 30, 26

+157

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-155

M Holdings Securities, Inc.

Jun 30, 26

-10.00K

Advisory Services Network, LLC

Jun 30, 26

-1.42K

Pinnacle Wealth Planning Services, Inc.

Jun 30, 26

-118

WELLS FARGO & COMPANY/MN

Jun 30, 26

-120

Sunbelt Securities, Inc.

67.02K

Mar 31, 26

-23.83K

0.75%

Anfield Capital Management, LLC

40.39K

Mar 31, 26

-243

0.45%

CWM, LLC

2.82K

Mar 31, 26

-10

0.03%

Schulz Wealth, LTD.

36.47K

Dec 31, 25

-1.17K

0.41%

ORG Partners LLC

3.50K

Dec 31, 25

-169.31K

0.04%

GPS Wealth Strategies Group, LLC

525

Dec 31, 25

-1.36K

0.01%

Bullseye Investment Management, LLC

26.57K

Sep 30, 25

0.30%

BRASS TAX WEALTH MANAGEMENT, INC

20.04K

Sep 30, 25

-300

0.22%

Orion Portfolio Solutions, LLC

6.26K

Mar 31, 25

+220

0.07%

WR Wealth Planners, LLC

1.23K

Dec 31, 24

0.01%

Raymond James Financial Services Advisors, Inc.

627.08K

Sep 30, 24

-331.87K

7.01%

RAYMOND JAMES & ASSOCIATES

549.63K

Sep 30, 24

-9.08K

6.14%

Cetera Advisor Networks LLC

75.25K

Mar 31, 24

+75.25K

0.84%

Cetera Advisors LLC

21.74K

Mar 31, 24

+21.74K

0.24%

Retirement Group, LLC

300

Mar 31, 24

+300

0.00%