How do I set a price alert for IBMP?

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

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

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

IBMP 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 IBMP alerts?

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

IBMP Institutional Ownership & 13F Filings

iShares iBonds Dec 2027 Term Muni Bond ETF(IBMP)

USBATSLast print 3 weeks agoAbout this dataData status

$25.27▲0.00 (0.00%)Stale · 3 weeks old

Extended:$25.26-0.01 (-0.04%)

WatchlistChart Studio

Institutional Ownership

Top 265 Institutional Holders

Holder	Shares	Date	Change	% Held
Clearstead Advisors, LLC	1.06M	Sep 30, 26	+63.26K	3.94%
Heartwood Wealth Advisors LLC	703.57K	Sep 30, 26	+5.62K	2.61%
US BANCORP \DE\	703.02K	Sep 30, 26	-42.20K	2.60%
Lido Advisors, LLC	630.09K	Sep 30, 26	+82.86K	2.33%
HighTower Advisors, LLC	590.28K	Sep 30, 26	+40.10K	2.19%
LPL Financial LLC	528.25K	Sep 30, 26	+3.22K	1.96%
Hills Bank & Trust Co	519.23K	Sep 30, 26	+10.80K	1.92%
Kathmere Capital Management, LLC	468.81K	Sep 30, 26	-29.84K	1.74%
UBS Group AG	425.14K	Sep 30, 26	+11.79K	1.57%
Covington Investment Advisors Inc.	384.76K	Sep 30, 26	+6.42K	1.43%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	351.74K	Sep 30, 26	+41.84K	1.30%
Praetorian Wealth Management, Inc.	277.60K	Sep 30, 26	-7.57K	1.03%
HOWLAND CAPITAL MANAGEMENT LLC	269.55K	Sep 30, 26	+22.02K	1.00%
Paradiem, LLC	248.47K	Sep 30, 26	--	0.92%
LEAVELL INVESTMENT MANAGEMENT, INC.	242.35K	Sep 30, 26	+61.62K	0.90%
Cyndeo Wealth Partners, LLC	210.04K	Sep 30, 26	+5.99K	0.78%
Sound View Wealth Advisors Group, LLC	198.66K	Sep 30, 26	+259	0.74%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	186.77K	Sep 30, 26	+474	0.69%
COMMONWEALTH EQUITY SERVICES, LLC	186.59K	Sep 30, 26	+11.89K	0.69%
RAYMOND JAMES FINANCIAL INC	157.08K	Sep 30, 26	+4.06K	0.58%
CENTRAL TRUST Co	149.42K	Sep 30, 26	-7.91K	0.55%
Valmark Advisers, Inc.	135.26K	Sep 30, 26	+46.55K	0.50%
ASSETMARK, INC	130.60K	Sep 30, 26	+13.42K	0.48%
JPMORGAN CHASE & CO	124.68K	Sep 30, 26	+124.68K	0.46%
STIFEL FINANCIAL CORP	122.78K	Sep 30, 26	-12.41K	0.45%
Quantum Financial Advisors, LLC	121.00K	Sep 30, 26	-2.84K	0.45%
COLDSTREAM CAPITAL MANAGEMENT INC	105.95K	Sep 30, 26	-3.94K	0.39%
Atwater Malick LLC	101.79K	Sep 30, 26	+1.97K	0.38%
SONATA CAPITAL GROUP INC	101.74K	Sep 30, 26	-4.75K	0.38%
TITLEIST ASSET MANAGEMENT, LLC	99.46K	Sep 30, 26	-1.58K	0.37%
Summit Financial, LLC	98.30K	Sep 30, 26	+1.29K	0.36%
POSTROCK PARTNERS LLC	96.63K	Sep 30, 26	-1.95K	0.36%
Glenview Trust Co	95.25K	Sep 30, 26	+76	0.35%
Parkway Wealth Management Group, LLC	94.41K	Sep 30, 26	-6.74K	0.35%
SPINNAKER TRUST	91.44K	Sep 30, 26	+6.95K	0.34%
Mariner, LLC	89.42K	Sep 30, 26	+40.56K	0.33%
OSAIC HOLDINGS, INC.	78.68K	Sep 30, 26	-8.20K	0.29%
Kastel Capital Advisors, LLC	76.78K	Sep 30, 26	+1.82K	0.28%
Granite Harbor Advisors, Inc.	76.41K	Sep 30, 26	--	0.28%
BLUE SQUARE ASSET MANAGEMENT, LLC	74.75K	Sep 30, 26	+416	0.28%
Brookstone Capital Management	69.45K	Sep 30, 26	+3.71K	0.26%
REGIONS FINANCIAL CORP	64.02K	Sep 30, 26	+7.28K	0.24%
Focus Partners Wealth	62.02K	Sep 30, 26	+1.78K	0.23%
TRUE Private Wealth Advisors	61.04K	Sep 30, 26	--	0.23%
RIA Advisory Group LLC	60.78K	Sep 30, 26	-12.28K	0.23%
SENTINEL PENSION ADVISORS, LLC	60.26K	Sep 30, 26	+248	0.22%
CHOREO, LLC	58.94K	Sep 30, 26	+58.94K	0.22%
Truepoint, Inc.	58.51K	Sep 30, 26	+58.51K	0.22%
Capital Investment Advisors, LLC	55.54K	Sep 30, 26	-1.07K	0.21%
GC Wealth Management RIA, LLC	54.42K	Sep 30, 26	+7.64K	0.20%
PHILLIPS FINANCIAL MANAGEMENT, LLC	53.65K	Sep 30, 26	--	0.20%
Aspen Wealth Management LLC	53.35K	Sep 30, 26	+18.30K	0.20%
O'Domhnaill Enterprises, Inc.	51.51K	Sep 30, 26	+3.88K	0.19%
Evergreen Private Wealth LLC	51.51K	Sep 30, 26	-500	0.19%
KESTRA PRIVATE WEALTH SERVICES, LLC	50.20K	Sep 30, 26	+6.01K	0.19%
Godshalk Welsh Capital Management, Inc.	49.20K	Sep 30, 26	+4.20K	0.18%
CAPTRUST FINANCIAL ADVISORS	47.35K	Sep 30, 26	-3.13K	0.18%
SUMMITPOINT CAPITAL MANAGEMENT	47.08K	Sep 30, 26	+300	0.17%
Lantz Financial LLC	46.95K	Sep 30, 26	+4.60K	0.17%
Prism Advisors, Inc.	44.72K	Sep 30, 26	--	0.17%
Atlantic Union Bankshares Corp	41.54K	Sep 30, 26	-9.07K	0.15%
Parallel Advisors, LLC	37.71K	Sep 30, 26	+6.04K	0.14%
Jacobi Capital Management LLC	37.03K	Sep 30, 26	--	0.14%
Cambridge Investment Research Advisors, Inc.	36.37K	Sep 30, 26	+7.18K	0.13%
BENJAMIN EDWARDS INC	35.43K	Sep 30, 26	-6.24K	0.13%
DROMS STRAUSS ADVISORS INC /MO/ /ADV	35.36K	Sep 30, 26	+12.98K	0.13%
IFP Advisors, Inc	35.18K	Sep 30, 26	+942	0.13%
Financial Advisory Corp	33.62K	Sep 30, 26	+4.26K	0.12%
BETO FINANCIAL GROUP, LLC	33.52K	Sep 30, 26	+2.64K	0.12%
Newman Dignan & Sheerar, Inc.	33.26K	Sep 30, 26	-6.01K	0.12%
HEFFERNAN ADVISORY, INC	33.09K	Sep 30, 26	--	0.12%
Roof Eidam Maycock Peralta, LLC	32.43K	Sep 30, 26	+53	0.12%
Curbstone Financial Management Corp	32.06K	Sep 30, 26	+2.00K	0.12%
FIRST NATIONAL TRUST CO	30.31K	Sep 30, 26	+1.58K	0.11%
WJ Wealth Management, LLC	30.18K	Sep 30, 26	--	0.11%
Creative Planning	30.09K	Sep 30, 26	+4.96K	0.11%
10Elms LLP	28.44K	Sep 30, 26	+250	0.11%
CONFLUENCE INVESTMENT MANAGEMENT LLC	27.52K	Sep 30, 26	-4.32K	0.10%
Strid Group, LLC	25.53K	Sep 30, 26	--	0.09%
GOULD ASSET MANAGEMENT LLC /CA/	24.98K	Sep 30, 26	+2.04K	0.09%
Great Diamond Partners, LLC	24.95K	Sep 30, 26	+24.95K	0.09%
OneDigital Investment Advisors LLC	24.61K	Sep 30, 26	-15.71K	0.09%
Rossby Financial, LCC	23.86K	Sep 30, 26	+23.86K	0.09%
CFS Investment Advisory Services, LLC	23.14K	Sep 30, 26	-1.00K	0.09%
SMITH, MOORE & CO.	23.10K	Sep 30, 26	-354	0.09%
New England Private Wealth Advisors LLC	22.70K	Sep 30, 26	+22.70K	0.08%
Cove Private Wealth, LLC	22.00K	Sep 30, 26	--	0.08%
WOODMONT INVESTMENT COUNSEL LLC	21.83K	Sep 30, 26	--	0.08%
Private Advisor Group, LLC	21.72K	Sep 30, 26	+21.72K	0.08%
JAMES INVESTMENT RESEARCH, INC.	20.68K	Sep 30, 26	--	0.08%
Sovereign Financial Group, Inc.	19.68K	Sep 30, 26	--	0.07%
Foundry Financial Group, Inc.	19.32K	Sep 30, 26	-1.18K	0.07%
Heartland Bank & Trust Co	19.20K	Sep 30, 26	+19.20K	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	19.12K	Sep 30, 26	+19.12K	0.07%
PFG Private Wealth Management, LLC	18.51K	Sep 30, 26	+686	0.07%
Rossmore Private Capital	17.48K	Sep 30, 26	+8.41K	0.06%
Eldridge Investment Advisors, Inc.	17.02K	Sep 30, 26	+4.13K	0.06%
First Affirmative Financial Network	16.96K	Sep 30, 26	+16.96K	0.06%
JIM SAULNIER & ASSOCIATES, LLC	16.50K	Sep 30, 26	+105	0.06%
WealthBridge Capital Management, LLC	16.48K	Sep 30, 26	-188	0.06%
Arax Advisory Partners	16.14K	Sep 30, 26	--	0.06%
Investment Research Partners LLC	15.61K	Sep 30, 26	-9.99K	0.06%
Avail Investment Partners, LLC	15.61K	Sep 30, 26	-9.99K	0.06%
Janney Montgomery Scott LLC	15.40K	Sep 30, 26	+1.57K	0.06%
SAX WEALTH ADVISORS, LLC	15.09K	Sep 30, 26	--	0.06%
Atria Investments, Inc	15.05K	Sep 30, 26	--	0.06%
CASCADE INVESTMENT GROUP, INC.	14.79K	Sep 30, 26	+14.79K	0.05%
FIFTH THIRD BANCORP	14.67K	Sep 30, 26	+215	0.05%
MV CAPITAL MANAGEMENT, INC.	14.46K	Sep 30, 26	--	0.05%
Princeton Global Asset Management LLC	14.41K	Sep 30, 26	+13	0.05%
Balefire, LLC	12.88K	Sep 30, 26	--	0.05%
Farnam Financial LLC	12.76K	Sep 30, 26	+12.76K	0.05%
HENGEHOLD CAPITAL MANAGEMENT LLC	12.61K	Sep 30, 26	+42	0.05%
Compton Wealth Advisory Group, LLC	11.85K	Sep 30, 26	+11.85K	0.04%
Trust Co	11.84K	Sep 30, 26	--	0.04%
Heritage Family Offices, LLP	11.14K	Sep 30, 26	--	0.04%
Baring Financial LLC	11.08K	Sep 30, 26	+11.08K	0.04%
Hughes Financial Services, LLC	11.01K	Sep 30, 26	+2.74K	0.04%
MONECO ADVISORS, LLC	10.94K	Sep 30, 26	--	0.04%
Capital Asset Advisory Services LLC	10.46K	Sep 30, 26	+10.46K	0.04%
Juno Financial Group LLC	10.32K	Sep 30, 26	+66	0.04%
PRIVATE TRUST CO NA	10.01K	Sep 30, 26	-1.98K	0.04%
Peloton Wealth Strategists	10.00K	Sep 30, 26	--	0.04%
Aspen Private Advisors, LLC	10.00K	Sep 30, 26	+10.00K	0.04%
Resonant Capital Advisors, LLC	9.93K	Sep 30, 26	-3.98K	0.04%
ARROW FINANCIAL CORP	9.52K	Sep 30, 26	--	0.04%
CORA CAPITAL ADVISORS LLC	9.50K	Sep 30, 26	--	0.04%
Avidian Wealth Enterprises, LLC	9.48K	Sep 30, 26	--	0.04%
Legacy Private Trust Co.	9.39K	Sep 30, 26	--	0.03%
Archford Capital Strategies, LLC	9.39K	Sep 30, 26	--	0.03%
COMPOSITION WEALTH, LLC	9.32K	Sep 30, 26	--	0.03%
SILVERLAKE WEALTH MANAGEMENT LLC	9.21K	Sep 30, 26	-15.75K	0.03%
Mesirow Financial Investment Management, Inc.	9.13K	Sep 30, 26	--	0.03%
TPG Advisors LLC	9.12K	Sep 30, 26	--	0.03%
Penobscot Investment Management Company, Inc.	9.00K	Sep 30, 26	-1.00K	0.03%
Cornell Pochily Investment Advisors, Inc.	8.94K	Sep 30, 26	-135	0.03%
ArborFi Advisors, LLC	8.74K	Sep 30, 26	+425	0.03%
MEMBERS WEALTH LLC	8.70K	Sep 30, 26	-34.82K	0.03%
Strategic Blueprint, LLC	8.63K	Sep 30, 26	--	0.03%
Carnegie Investment Counsel	8.63K	Sep 30, 26	-1.98K	0.03%
HORAN Wealth, LLC	8.54K	Sep 30, 26	--	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	8.24K	Sep 30, 26	-59	0.03%
SIGNATUREFD, LLC	8.13K	Sep 30, 26	--	0.03%
Redhawk Wealth Advisors, Inc.	8.06K	Sep 30, 26	-3.87K	0.03%
Savvy Advisors, Inc.	8.01K	Sep 30, 26	+8.01K	0.03%
Farther Finance Advisors, LLC	7.70K	Sep 30, 26	--	0.03%
CNB Bank	7.59K	Sep 30, 26	--	0.03%
Key FInancial Inc	4.97K	Sep 30, 26	--	0.02%
Coastline Trust Co	4.72K	Sep 30, 26	--	0.02%
FMR LLC	4.57K	Sep 30, 26	-249	0.02%
Addison Advisors LLC	3.48K	Sep 30, 26	--	0.01%
Community Financial Services Group, LLC	3.35K	Sep 30, 26	+1.19K	0.01%
American Capital Advisory, LLC	2.23K	Sep 30, 26	--	0.01%
Bullock Wealth Management Group	2.03K	Sep 30, 26	+12	0.01%
IFG Advisory, LLC	1.90K	Sep 30, 26	+1.90K	0.01%
Global Retirement Partners, LLC	1.16K	Sep 30, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	1.11K	Sep 30, 26	--	0.00%
Spire Wealth Management	927	Sep 30, 26	--	0.00%
Asset Dedication, LLC	837	Sep 30, 26	--	0.00%
Allworth Financial LP	812	Sep 30, 26	--	0.00%
NorthAvenue LLC	376	Sep 30, 26	--	0.00%
ASHTON THOMAS SECURITIES, LLC	173	Sep 30, 26	+173	0.00%
Root Financial Partners, LLC	131	Sep 30, 26	+131	0.00%
Caldwell Trust Co	44	Sep 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	38	Sep 30, 26	--	0.00%
Nuveen, LLC	1	Sep 30, 26	+1	0.00%
Pacific Excel Wealth Advisors, Inc.	--	Sep 30, 26	-11.14K	--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	--	Sep 30, 26	-1.99K	--
FF Advisors,LLC	--	Sep 30, 26	-8.25K	--
Klingman & Associates, LLC	--	Sep 30, 26	-10.96K	--
OneAscent Financial Services LLC	--	Sep 30, 26	-16.92K	--
Accretive Wealth Partners, LLC	--	Sep 30, 26	-9.10K	--
Avantax Planning Partners, Inc.	--	Sep 30, 26	-13.04K	--
Commonwealth Financial Services, LLC	--	Sep 30, 26	-11.41K	--
BANK OF AMERICA CORP /DE/	2.66M	Jun 30, 26	+303.87K	9.85%
MERCER GLOBAL ADVISORS INC /ADV	1.84M	Jun 30, 26	+94.20K	6.82%
WELLS FARGO & COMPANY/MN	1.06M	Jun 30, 26	+20.44K	3.93%
LBMC INVESTMENT ADVISORS, LLC	584.92K	Jun 30, 26	+18.20K	2.17%
NewEdge Advisors, LLC	523.61K	Jun 30, 26	+37.56K	1.94%
UBS Group AG	413.35K	Jun 30, 26	+37.57K	1.53%
MORGAN STANLEY	390.50K	Jun 30, 26	-1.76K	1.45%
Covington Investment Advisors Inc.	378.35K	Jun 30, 26	+7.86K	1.40%
Paradiem, LLC	248.47K	Jun 30, 26	--	0.92%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	206.72K	Jun 30, 26	+6.84K	0.77%
Integrated Wealth Concepts LLC	201.86K	Jun 30, 26	-5.24K	0.75%
ENVESTNET ASSET MANAGEMENT INC	200.57K	Jun 30, 26	-506	0.74%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	186.30K	Jun 30, 26	+15.81K	0.69%
RAYMOND JAMES FINANCIAL INC	153.02K	Jun 30, 26	+1.67K	0.57%
Odyssey Group, LLC	141.20K	Jun 30, 26	+141.20K	0.52%
Beacon Pointe Advisors, LLC	138.17K	Jun 30, 26	+1.23K	0.51%
STIFEL FINANCIAL CORP	135.19K	Jun 30, 26	+2.36K	0.50%
Sanctuary Advisors, LLC	120.34K	Jun 30, 26	+759	0.45%
ROYAL BANK OF CANADA	118.30K	Jun 30, 26	+4.21K	0.44%
NorthCoast Asset Management LLC	107.27K	Jun 30, 26	+3.02K	0.40%
AMERIPRISE FINANCIAL INC	88.90K	Jun 30, 26	+30.42K	0.33%
OSAIC HOLDINGS, INC.	86.88K	Jun 30, 26	+3.86K	0.32%
Cetera Investment Advisers	85.27K	Jun 30, 26	-621	0.32%
Kastel Capital Advisors, LLC	74.96K	Jun 30, 26	+76	0.28%
Atlantic Union Bankshares Corp	50.61K	Jun 30, 26	-5.30K	0.19%
CAPTRUST FINANCIAL ADVISORS	50.48K	Jun 30, 26	+28.53K	0.19%
PSI Advisors, LLC	49.41K	Jun 30, 26	-41.70K	0.18%
SUMMITPOINT CAPITAL MANAGEMENT	46.78K	Jun 30, 26	+485	0.17%
Financial Engines Advisors L.L.C.	45.73K	Jun 30, 26	+5.30K	0.17%
Stratos Wealth Partners, LTD.	45.05K	Jun 30, 26	+78	0.17%
Godshalk Welsh Capital Management, Inc.	45.00K	Jun 30, 26	+2.50K	0.17%
Steward Partners Investment Advisory, LLC	42.55K	Jun 30, 26	-98	0.16%
Baird Financial Group, Inc.	37.54K	Jun 30, 26	+2.54K	0.14%
Crews Bank & Trust	35.69K	Jun 30, 26	--	0.13%
Snowden Capital Advisors LLC	31.40K	Jun 30, 26	+400	0.12%
BETO FINANCIAL GROUP, LLC	30.89K	Jun 30, 26	+30.89K	0.11%
Modern Wealth Management, LLC	22.94K	Jun 30, 26	-10.57K	0.08%
Envision Financial Planning, LLC	22.28K	Jun 30, 26	-968	0.08%
Sovereign Financial Group, Inc.	19.68K	Jun 30, 26	--	0.07%
Arax Advisory Partners	16.14K	Jun 30, 26	+16.14K	0.06%
JONES FINANCIAL COMPANIES LLLP	15.03K	Jun 30, 26	+9.80K	0.06%
Eldridge Investment Advisors, Inc.	12.90K	Jun 30, 26	--	0.05%
CITADEL ADVISORS LLC	12.47K	Jun 30, 26	+1.89K	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	11.78K	Jun 30, 26	+11.78K	0.04%
Ausdal Financial Partners, Inc.	11.20K	Jun 30, 26	+69	0.04%
Advisory Services Network, LLC	10.00K	Jun 30, 26	--	0.04%
HORAN Wealth, LLC	8.54K	Jun 30, 26	--	0.03%
ArborFi Advisors, LLC	8.32K	Jun 30, 26	--	0.03%
Rockefeller Capital Management L.P.	7.55K	Jun 30, 26	-5.33K	0.03%
Ameritas Investment Partners, Inc.	6.25K	Jun 30, 26	+3	0.02%
Glen Eagle Advisors, LLC	2.73K	Jun 30, 26	--	0.01%
BFC Planning, Inc.	2.00K	Jun 30, 26	--	0.01%
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.	2.00K	Jun 30, 26	--	0.01%
HM PAYSON & CO	1.96K	Jun 30, 26	--	0.01%
Rialto Wealth Management, LLC	962	Jun 30, 26	--	0.00%
MidFirst Bank	800	Jun 30, 26	--	0.00%
BlackRock, Inc.	740	Jun 30, 26	+590	0.00%
Quantinno Capital Management LP	--	Jun 30, 26	-9.21K	--
JPMORGAN CHASE & CO	--	Jun 30, 26	-322	--
Wick Capital Partners, LLC	--	Jun 30, 26	-124.43K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-48.22K	--
PGIM Custom Harvest LLC	--	Jun 30, 26	-15.54K	--
CWM, LLC	82.75K	Mar 31, 26	+11.60K	0.31%
Signature Wealth Management Group	44.45K	Mar 31, 26	-6.61K	0.16%
COMERICA BANK	18.53K	Dec 31, 25	--	0.07%
Stephens Consulting, LLC	314	Dec 31, 25	--	0.00%
Vishria Bird Financial Group, LLC	232.36K	Sep 30, 25	+216.46K	0.86%
Exchange Capital Management, Inc.	13.95K	Jun 30, 25	-1.03K	0.05%
Horan Securities, Inc.	8.54K	Jun 30, 25	--	0.03%
Sandy Spring Bank	45.62K	Mar 31, 25	+1.13K	0.17%
Orion Portfolio Solutions, LLC	32.29K	Mar 31, 25	+32.29K	0.12%
Kades & Cheifetz LLC	29.13K	Dec 31, 24	+11.76K	0.11%
Raymond James Financial Services Advisors, Inc.	366.12K	Sep 30, 24	+2.95K	1.36%
Gateway Advisory, LLC	132.01K	Sep 30, 24	+632	0.49%
RAYMOND JAMES & ASSOCIATES	76.50K	Sep 30, 24	+6.33K	0.28%
FinTrust Capital Advisors, LLC	3.98K	Sep 30, 24	+3.98K	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	30.02K	Jun 30, 24	-4.93K	0.11%
BlackRock Inc.	147	Jun 30, 24	+3	0.00%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	746.06K	Mar 31, 24	+51.69K	2.76%
Cetera Advisors LLC	20.19K	Mar 31, 24	+20.19K	0.07%
Cetera Advisor Networks LLC	8.55K	Mar 31, 24	+8.55K	0.03%
COLONY GROUP LLC	32.41K	Sep 30, 23	--	0.12%
Virginia National Bank	12.35K	Sep 30, 23	--	0.05%
BerganKDV Wealth Management, LLC	2.64K	Jun 30, 23	+2.64K	0.01%
Vigilant Capital Management, LLC	2.17K	Jun 30, 23	--	0.01%
Sargent Bickham Lagudis LLC	25.89K	Dec 31, 22	+25.89K	0.10%
BRR OpCo, LLC	154.00K	Sep 30, 22	+154.00K	0.57%
American Portfolios Advisors	21.77K	Sep 30, 22	+21.77K	0.08%
Farmer Steven Patrick	224.14K	Jun 30, 22	+224.14K	0.83%
Altium Wealth Management LLC	9.18K	Jun 30, 22	+9.18K	0.03%
Beacon Pointe Wealth Advisors, LLC	10.38K	Dec 31, 19	+10.38K	0.04%