How do I set a price alert for IBMQ?

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

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

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

IBMQ 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 IBMQ alerts?

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

IBMQ Institutional Ownership & 13F Filings

iShares iBonds Dec 2028 Term Muni Bond ETF(IBMQ)

USBATSLast print 3 weeks agoAbout this dataData status

$25.37▼-0.03 (-0.10%)Stale · 3 weeks old

Extended:$25.27-0.10 (-0.39%)

WatchlistChart Studio

IBMQ(IBMQ)

IBMQ

Institutional Ownership

Top 267 Institutional Holders

Holder	Shares	Date	Change	% Held
Clearstead Advisors, LLC	1.07M	Sep 30, 26	+58.90K	3.94%
US BANCORP \DE\	722.49K	Sep 30, 26	-7.20K	2.66%
Lido Advisors, LLC	635.30K	Sep 30, 26	+84.63K	2.34%
Heartwood Wealth Advisors LLC	623.29K	Sep 30, 26	+5.54K	2.29%
Hills Bank & Trust Co	464.49K	Sep 30, 26	-111	1.71%
HENGEHOLD CAPITAL MANAGEMENT LLC	453.09K	Sep 30, 26	-8.79K	1.67%
LPL Financial LLC	452.74K	Sep 30, 26	+7.62K	1.66%
UBS Group AG	452.51K	Sep 30, 26	+15.60K	1.66%
Covington Investment Advisors Inc.	403.07K	Sep 30, 26	+765	1.48%
HOWLAND CAPITAL MANAGEMENT LLC	401.07K	Sep 30, 26	+25.78K	1.47%
Paradiem, LLC	395.46K	Sep 30, 26	--	1.45%
HighTower Advisors, LLC	394.61K	Sep 30, 26	-365.40K	1.45%
Kathmere Capital Management, LLC	361.05K	Sep 30, 26	-42.08K	1.33%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	331.47K	Sep 30, 26	+33.41K	1.22%
Praetorian Wealth Management, Inc.	303.41K	Sep 30, 26	+852	1.12%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	189.06K	Sep 30, 26	+1.37K	0.70%
Cyndeo Wealth Partners, LLC	188.11K	Sep 30, 26	+8.60K	0.69%
LEAVELL INVESTMENT MANAGEMENT, INC.	183.70K	Sep 30, 26	+51.14K	0.68%
Sound View Wealth Advisors Group, LLC	165.14K	Sep 30, 26	+277	0.61%
RAYMOND JAMES FINANCIAL INC	156.52K	Sep 30, 26	+29.31K	0.58%
CENTRAL TRUST Co	144.51K	Sep 30, 26	-9.56K	0.53%
Valmark Advisers, Inc.	133.76K	Sep 30, 26	+45.99K	0.49%
STIFEL FINANCIAL CORP	125.80K	Sep 30, 26	-49.98K	0.46%
ASSETMARK, INC	124.76K	Sep 30, 26	+6.44K	0.46%
Quantum Financial Advisors, LLC	121.92K	Sep 30, 26	-1.23K	0.45%
COLDSTREAM CAPITAL MANAGEMENT INC	119.85K	Sep 30, 26	-3.92K	0.44%
Cypress Point Wealth Management, LLC	119.54K	Sep 30, 26	--	0.44%
SONATA CAPITAL GROUP INC	104.74K	Sep 30, 26	+295	0.39%
COMMONWEALTH EQUITY SERVICES, LLC	103.98K	Sep 30, 26	+16.39K	0.38%
Atwater Malick LLC	103.58K	Sep 30, 26	+1.96K	0.38%
TITLEIST ASSET MANAGEMENT, LLC	99.64K	Sep 30, 26	+354	0.37%
CHOREO, LLC	96.48K	Sep 30, 26	+96.48K	0.35%
SPINNAKER TRUST	95.14K	Sep 30, 26	+14.41K	0.35%
Parkway Wealth Management Group, LLC	93.78K	Sep 30, 26	-6.59K	0.34%
Summit Financial, LLC	89.23K	Sep 30, 26	+2.54K	0.33%
Mariner, LLC	86.92K	Sep 30, 26	+40.56K	0.32%
JANE STREET GROUP, LLC	82.29K	Sep 30, 26	+82.29K	0.30%
BLUE SQUARE ASSET MANAGEMENT, LLC	74.90K	Sep 30, 26	+406	0.28%
REGIONS FINANCIAL CORP	73.11K	Sep 30, 26	+40.74K	0.27%
Granite Harbor Advisors, Inc.	72.13K	Sep 30, 26	--	0.27%
Ellis Investment Partners, LLC	71.47K	Sep 30, 26	-678	0.26%
Curbstone Financial Management Corp	66.20K	Sep 30, 26	+31.40K	0.24%
Rossmore Private Capital	65.10K	Sep 30, 26	+19.16K	0.24%
Focus Partners Wealth	64.81K	Sep 30, 26	+1.79K	0.24%
Brookstone Capital Management	61.46K	Sep 30, 26	+3.73K	0.23%
Atlantic Union Bankshares Corp	60.87K	Sep 30, 26	-7.50K	0.22%
Truepoint, Inc.	59.14K	Sep 30, 26	+59.14K	0.22%
RIA Advisory Group LLC	56.47K	Sep 30, 26	-13.77K	0.21%
Kastel Capital Advisors, LLC	56.14K	Sep 30, 26	+1.80K	0.21%
TRUE Private Wealth Advisors	56.02K	Sep 30, 26	--	0.21%
Godshalk Welsh Capital Management, Inc.	55.20K	Sep 30, 26	+5.70K	0.20%
GC Wealth Management RIA, LLC	54.11K	Sep 30, 26	+7.58K	0.20%
Lantz Financial LLC	53.62K	Sep 30, 26	+4.31K	0.20%
SENTINEL PENSION ADVISORS, LLC	52.82K	Sep 30, 26	+220	0.19%
Capital Investment Advisors, LLC	51.95K	Sep 30, 26	-631	0.19%
Evergreen Private Wealth LLC	51.42K	Sep 30, 26	-211	0.19%
WOODMONT INVESTMENT COUNSEL LLC	51.13K	Sep 30, 26	-4.70K	0.19%
Aspen Wealth Management LLC	49.70K	Sep 30, 26	+18.26K	0.18%
PHILLIPS FINANCIAL MANAGEMENT, LLC	49.15K	Sep 30, 26	--	0.18%
CAPTRUST FINANCIAL ADVISORS	46.92K	Sep 30, 26	-3.11K	0.17%
KESTRA PRIVATE WEALTH SERVICES, LLC	46.36K	Sep 30, 26	+5.94K	0.17%
SUMMITPOINT CAPITAL MANAGEMENT	45.93K	Sep 30, 26	--	0.17%
BENJAMIN EDWARDS INC	45.68K	Sep 30, 26	-25.68K	0.17%
OSAIC HOLDINGS, INC.	43.94K	Sep 30, 26	+13.71K	0.16%
Glenview Trust Co	42.43K	Sep 30, 26	+1.50K	0.16%
IFP Advisors, Inc	41.12K	Sep 30, 26	+9.35K	0.15%
Legacy Private Trust Co.	39.52K	Sep 30, 26	--	0.15%
Jacobi Capital Management LLC	36.93K	Sep 30, 26	--	0.14%
Parallel Advisors, LLC	35.93K	Sep 30, 26	+6.01K	0.13%
Carnegie Investment Counsel	35.60K	Sep 30, 26	+15.50K	0.13%
Cambridge Investment Research Advisors, Inc.	35.09K	Sep 30, 26	+6.29K	0.13%
FIRST NATIONAL TRUST CO	34.12K	Sep 30, 26	+1.57K	0.13%
Financial Advisory Corp	33.65K	Sep 30, 26	+4.14K	0.12%
HEFFERNAN ADVISORY, INC	33.15K	Sep 30, 26	--	0.12%
DROMS STRAUSS ADVISORS INC /MO/ /ADV	32.70K	Sep 30, 26	+10.44K	0.12%
Roof Eidam Maycock Peralta, LLC	32.02K	Sep 30, 26	+47	0.12%
BETO FINANCIAL GROUP, LLC	31.98K	Sep 30, 26	+10.06K	0.12%
MEMBERS WEALTH LLC	31.74K	Sep 30, 26	-1.64K	0.12%
CONFLUENCE INVESTMENT MANAGEMENT LLC	31.70K	Sep 30, 26	-32.90K	0.12%
Creative Planning	29.19K	Sep 30, 26	+4.96K	0.11%
10Elms LLP	28.31K	Sep 30, 26	+250	0.10%
Cove Private Wealth, LLC	26.00K	Sep 30, 26	+4.00K	0.10%
OneDigital Investment Advisors LLC	25.25K	Sep 30, 26	-14.97K	0.09%
GOULD ASSET MANAGEMENT LLC /CA/	25.04K	Sep 30, 26	+2.48K	0.09%
PFG Private Wealth Management, LLC	25.03K	Sep 30, 26	+7.86K	0.09%
Janney Montgomery Scott LLC	24.15K	Sep 30, 26	+1.56K	0.09%
Private Advisor Group, LLC	24.10K	Sep 30, 26	+24.10K	0.09%
Great Diamond Partners, LLC	23.75K	Sep 30, 26	+23.75K	0.09%
Rossby Financial, LCC	23.45K	Sep 30, 26	+23.45K	0.09%
SMITH, MOORE & CO.	23.04K	Sep 30, 26	-34	0.08%
CFS Investment Advisory Services, LLC	21.66K	Sep 30, 26	-1.30K	0.08%
Strid Group, LLC	21.50K	Sep 30, 26	--	0.08%
FF Advisors,LLC	20.65K	Sep 30, 26	-3.22K	0.08%
Sovereign Financial Group, Inc.	19.56K	Sep 30, 26	--	0.07%
Kestra Advisory Services, LLC	19.17K	Sep 30, 26	+15	0.07%
Wealthcare Advisory Partners LLC	18.37K	Sep 30, 26	+374	0.07%
Samara Investment Management, LLC	18.27K	Sep 30, 26	+18.27K	0.07%
Newman Dignan & Sheerar, Inc.	18.12K	Sep 30, 26	-4.45K	0.07%
JIM SAULNIER & ASSOCIATES, LLC	17.43K	Sep 30, 26	+109	0.06%
Heartland Bank & Trust Co	17.34K	Sep 30, 26	+17.34K	0.06%
POSTROCK PARTNERS LLC	17.23K	Sep 30, 26	-1.95K	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	16.99K	Sep 30, 26	+16.99K	0.06%
SAX WEALTH ADVISORS, LLC	15.82K	Sep 30, 26	+1.12K	0.06%
Penobscot Investment Management Company, Inc.	15.75K	Sep 30, 26	--	0.06%
WealthBridge Capital Management, LLC	14.55K	Sep 30, 26	-57	0.05%
MV CAPITAL MANAGEMENT, INC.	14.38K	Sep 30, 26	--	0.05%
JAMES INVESTMENT RESEARCH, INC.	14.31K	Sep 30, 26	+506	0.05%
Passive Capital Management, LLC.	13.80K	Sep 30, 26	--	0.05%
First Affirmative Financial Network	13.67K	Sep 30, 26	+13.67K	0.05%
FIFTH THIRD BANCORP	13.53K	Sep 30, 26	--	0.05%
Investment Research Partners LLC	13.29K	Sep 30, 26	-863	0.05%
Avail Investment Partners, LLC	13.29K	Sep 30, 26	-863	0.05%
TPG Advisors LLC	13.06K	Sep 30, 26	-7.99K	0.05%
Peloton Wealth Strategists	13.00K	Sep 30, 26	--	0.05%
Balefire, LLC	12.84K	Sep 30, 26	--	0.05%
Meridian Wealth Management, LLC	12.47K	Sep 30, 26	+3.79K	0.05%
SILVERLAKE WEALTH MANAGEMENT LLC	12.10K	Sep 30, 26	-15.64K	0.04%
Compton Wealth Advisory Group, LLC	11.81K	Sep 30, 26	+11.81K	0.04%
Trust Co	11.79K	Sep 30, 26	--	0.04%
Heritage Family Offices, LLP	11.07K	Sep 30, 26	--	0.04%
MONECO ADVISORS, LLC	10.93K	Sep 30, 26	--	0.04%
Bradley & Co. Private Wealth Management, LLC	10.68K	Sep 30, 26	+10.68K	0.04%
Capital Asset Advisory Services LLC	10.53K	Sep 30, 26	+10.53K	0.04%
SCHMIDT P J INVESTMENT MANAGEMENT INC	10.11K	Sep 30, 26	--	0.04%
Leo Wealth, LLC	10.11K	Sep 30, 26	+10.11K	0.04%
Aspen Private Advisors, LLC	10.00K	Sep 30, 26	+10.00K	0.04%
Archford Capital Strategies, LLC	9.74K	Sep 30, 26	--	0.04%
Gryphon Financial Partners LLC	9.54K	Sep 30, 26	-24.94K	0.04%
Segment Wealth Management, LLC	9.50K	Sep 30, 26	--	0.03%
Hughes Financial Services, LLC	9.49K	Sep 30, 26	+2.73K	0.03%
ARROW FINANCIAL CORP	9.45K	Sep 30, 26	--	0.03%
CARY STREET PARTNERS FINANCIAL LLC	9.09K	Sep 30, 26	--	0.03%
Cornell Pochily Investment Advisors, Inc.	9.05K	Sep 30, 26	--	0.03%
Farther Finance Advisors, LLC	9.05K	Sep 30, 26	+6.31K	0.03%
Arax Advisory Partners	8.89K	Sep 30, 26	--	0.03%
Farnam Financial LLC	8.87K	Sep 30, 26	+8.87K	0.03%
PRIVATE TRUST CO NA	8.81K	Sep 30, 26	--	0.03%
ArborFi Advisors, LLC	8.71K	Sep 30, 26	+427	0.03%
Princeton Global Asset Management LLC	8.64K	Sep 30, 26	+5	0.03%
HORAN Wealth, LLC	8.49K	Sep 30, 26	--	0.03%
NESTEGG ADVISORS, INC.	8.29K	Sep 30, 26	+21	0.03%
COMPOSITION WEALTH, LLC	8.27K	Sep 30, 26	--	0.03%
WJ Wealth Management, LLC	8.09K	Sep 30, 26	-20.80K	0.03%
Beaumont Asset Management, L.L.C.	8.07K	Sep 30, 26	+40	0.03%
Diversify Advisory Services, LLC	8.00K	Sep 30, 26	+8.00K	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	8.00K	Sep 30, 26	+8.00K	0.03%
CNB Bank	7.64K	Sep 30, 26	--	0.03%
Physician Wealth Advisors, Inc.	6.50K	Sep 30, 26	+6.50K	0.02%
Key FInancial Inc	5.20K	Sep 30, 26	--	0.02%
FMR LLC	4.62K	Sep 30, 26	-1.76K	0.02%
IFG Advisory, LLC	3.44K	Sep 30, 26	+1.89K	0.01%
Addison Advisors LLC	3.36K	Sep 30, 26	--	0.01%
Community Financial Services Group, LLC	2.94K	Sep 30, 26	--	0.01%
Global Retirement Partners, LLC	2.76K	Sep 30, 26	+10	0.01%
American Capital Advisory, LLC	2.22K	Sep 30, 26	--	0.01%
JPMORGAN CHASE & CO	2.09K	Sep 30, 26	-16.81K	0.01%
Bullock Wealth Management Group	2.02K	Sep 30, 26	+13	0.01%
Bank of New Hampshire	1.95K	Sep 30, 26	-1.82K	0.01%
BARRETT & COMPANY, INC.	1.79K	Sep 30, 26	--	0.01%
BIRCH FINANCIAL GROUP, LLC	1.62K	Sep 30, 26	+1.62K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	1.60K	Sep 30, 26	+33	0.01%
HARBOUR INVESTMENTS, INC.	1.03K	Sep 30, 26	--	0.00%
Allworth Financial LP	813	Sep 30, 26	--	0.00%
Asset Dedication, LLC	803	Sep 30, 26	--	0.00%
NorthAvenue LLC	387	Sep 30, 26	--	0.00%
MassMutual Private Wealth & Trust, FSB	135	Sep 30, 26	--	0.00%
Root Financial Partners, LLC	131	Sep 30, 26	+131	0.00%
Caldwell Trust Co	40	Sep 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	38	Sep 30, 26	--	0.00%
Commonwealth Financial Services, LLC	--	Sep 30, 26	-11.35K	--
Accretive Wealth Partners, LLC	--	Sep 30, 26	-9.42K	--
OneAscent Financial Services LLC	--	Sep 30, 26	-21.96K	--
Klingman & Associates, LLC	--	Sep 30, 26	-9.62K	--
Paradigm, Strategies in Wealth Management, LLC	--	Sep 30, 26	-24.51K	--
Avantax Planning Partners, Inc.	--	Sep 30, 26	-12.46K	--
Pacific Excel Wealth Advisors, Inc.	--	Sep 30, 26	-11.07K	--
BANK OF AMERICA CORP /DE/	2.55M	Jun 30, 26	+146.06K	9.36%
MERCER GLOBAL ADVISORS INC /ADV	2.06M	Jun 30, 26	+7.74K	7.59%
LBMC INVESTMENT ADVISORS, LLC	577.99K	Jun 30, 26	+18.31K	2.13%
WELLS FARGO & COMPANY/MN	543.69K	Jun 30, 26	+13.25K	2.00%
NewEdge Advisors, LLC	532.34K	Jun 30, 26	+39.08K	1.96%
UBS Group AG	436.91K	Jun 30, 26	+40.48K	1.61%
Covington Investment Advisors Inc.	402.31K	Jun 30, 26	+15.68K	1.48%
Paradiem, LLC	395.46K	Jun 30, 26	--	1.45%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	301.33K	Jun 30, 26	+2.65K	1.11%
Stratos Wealth Advisors, LLC	284.46K	Jun 30, 26	+24.20K	1.05%
MORGAN STANLEY	272.28K	Jun 30, 26	+5.75K	1.00%
ENVESTNET ASSET MANAGEMENT INC	266.89K	Jun 30, 26	+85.40K	0.98%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	187.69K	Jun 30, 26	+17.68K	0.69%
ROYAL BANK OF CANADA	184.15K	Jun 30, 26	-2.81K	0.68%
STIFEL FINANCIAL CORP	175.78K	Jun 30, 26	-48.55K	0.65%
Integrated Wealth Concepts LLC	145.03K	Jun 30, 26	-6.45K	0.53%
Beacon Pointe Advisors, LLC	142.12K	Jun 30, 26	+445	0.52%
RAYMOND JAMES FINANCIAL INC	127.20K	Jun 30, 26	+439	0.47%
AMERIPRISE FINANCIAL INC	126.84K	Jun 30, 26	+27.83K	0.47%
Cetera Investment Advisers	87.42K	Jun 30, 26	-937	0.32%
MML INVESTORS SERVICES, LLC	82.61K	Jun 30, 26	+82.61K	0.30%
Sanctuary Advisors, LLC	78.57K	Jun 30, 26	+364	0.29%
Atlantic Union Bankshares Corp	68.36K	Jun 30, 26	-4.66K	0.25%
Kastel Capital Advisors, LLC	54.34K	Jun 30, 26	+71	0.20%
CAPTRUST FINANCIAL ADVISORS	50.03K	Jun 30, 26	+26.86K	0.18%
Godshalk Welsh Capital Management, Inc.	49.50K	Jun 30, 26	+2.50K	0.18%
Envision Financial Planning, LLC	48.13K	Jun 30, 26	+3.34K	0.18%
SUMMITPOINT CAPITAL MANAGEMENT	45.93K	Jun 30, 26	--	0.17%
Quantinno Capital Management LP	43.13K	Jun 30, 26	-87	0.16%
Financial Engines Advisors L.L.C.	42.79K	Jun 30, 26	-46	0.16%
PSI Advisors, LLC	42.30K	Jun 30, 26	-36.80K	0.16%
EP Wealth Advisors, LLC	37.86K	Jun 30, 26	+37.86K	0.14%
Crews Bank & Trust	37.62K	Jun 30, 26	--	0.14%
IHT Wealth Management, LLC	36.74K	Jun 30, 26	+9.60K	0.14%
Stratos Wealth Partners, LTD.	35.23K	Jun 30, 26	+27	0.13%
Baird Financial Group, Inc.	35.00K	Jun 30, 26	--	0.13%
Wick Capital Partners, LLC	33.66K	Jun 30, 26	--	0.12%
Snowden Capital Advisors LLC	31.40K	Jun 30, 26	+400	0.12%
OSAIC HOLDINGS, INC.	30.23K	Jun 30, 26	+2.82K	0.11%
GOLDMAN SACHS GROUP INC	29.80K	Jun 30, 26	+29.80K	0.11%
JONES FINANCIAL COMPANIES LLLP	27.30K	Jun 30, 26	+9.21K	0.10%
JOHNSON INVESTMENT COUNSEL INC	26.03K	Jun 30, 26	--	0.10%
Modern Wealth Management, LLC	23.39K	Jun 30, 26	-9.84K	0.09%
BETO FINANCIAL GROUP, LLC	21.92K	Jun 30, 26	+21.92K	0.08%
Sovereign Financial Group, Inc.	19.56K	Jun 30, 26	--	0.07%
JPMORGAN CHASE & CO	18.90K	Jun 30, 26	-72.97K	0.07%
Ameritas Investment Partners, Inc.	18.32K	Jun 30, 26	+6	0.07%
Rockefeller Capital Management L.P.	16.91K	Jun 30, 26	-4.56K	0.06%
Passive Capital Management, LLC.	13.80K	Jun 30, 26	--	0.05%
CITADEL ADVISORS LLC	11.92K	Jun 30, 26	-11.06K	0.04%
CARY STREET PARTNERS FINANCIAL LLC	9.09K	Jun 30, 26	--	0.03%
Arax Advisory Partners	8.89K	Jun 30, 26	+8.89K	0.03%
HORAN Wealth, LLC	8.49K	Jun 30, 26	--	0.03%
ArborFi Advisors, LLC	8.28K	Jun 30, 26	--	0.03%
Wealthspire Advisors, LLC	7.82K	Jun 30, 26	+7.82K	0.03%
Elequin Capital, LP	7.23K	Jun 30, 26	+7.23K	0.03%
Steward Partners Investment Advisory, LLC	3.03K	Jun 30, 26	--	0.01%
Glen Eagle Advisors, LLC	2.73K	Jun 30, 26	--	0.01%
HM PAYSON & CO	1.95K	Jun 30, 26	--	0.01%
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.	1.45K	Jun 30, 26	--	0.01%
BFC Planning, Inc.	1.45K	Jun 30, 26	--	0.01%
MidFirst Bank	1.00K	Jun 30, 26	--	0.00%
Rialto Wealth Management, LLC	828	Jun 30, 26	--	0.00%
BlackRock, Inc.	590	Jun 30, 26	+440	0.00%
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-104.65K	--
CWM, LLC	72.55K	Mar 31, 26	-3.98K	0.27%
Signature Wealth Management Group	42.26K	Mar 31, 26	-3.83K	0.16%
COMERICA BANK	6.98K	Dec 31, 25	+245	0.03%
Stephens Consulting, LLC	313	Dec 31, 25	--	0.00%
Vishria Bird Financial Group, LLC	1.14M	Sep 30, 25	+1.13M	4.21%
Exchange Capital Management, Inc.	14.48K	Jun 30, 25	-1.03K	0.05%
Sandy Spring Bank	61.83K	Mar 31, 25	+8.13K	0.23%
Orion Portfolio Solutions, LLC	21.11K	Mar 31, 25	+21.11K	0.08%
Private Portfolio Partners LLC	18.20K	Dec 31, 24	+4.00K	0.07%
Kades & Cheifetz LLC	13.74K	Dec 31, 24	+13.74K	0.05%
Raymond James Financial Services Advisors, Inc.	319.13K	Sep 30, 24	-78	1.17%
Gateway Advisory, LLC	173.42K	Sep 30, 24	+593	0.64%
RAYMOND JAMES & ASSOCIATES	60.32K	Sep 30, 24	+6.41K	0.22%
FinTrust Capital Advisors, LLC	3.97K	Sep 30, 24	+3.97K	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	2.00K	Jun 30, 24	-4.44K	0.01%
BlackRock Inc.	147	Jun 30, 24	+3	0.00%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	753.83K	Mar 31, 24	+42.84K	2.77%
Cetera Advisors LLC	24.50K	Mar 31, 24	+24.50K	0.09%
Cetera Advisor Networks LLC	8.49K	Mar 31, 24	+8.49K	0.03%
COLONY GROUP LLC	33.09K	Sep 30, 23	+557	0.12%
BerganKDV Wealth Management, LLC	2.63K	Jun 30, 23	+2.63K	0.01%
Vigilant Capital Management, LLC	650	Jun 30, 23	--	0.00%
American Portfolios Advisors	46.68K	Sep 30, 22	+46.68K	0.17%
Farmer Steven Patrick	263.70K	Jun 30, 22	+263.70K	0.97%
Beacon Pointe Wealth Advisors, LLC	10.18K	Dec 31, 19	+10.18K	0.04%
CAPITAL ONE, NATIONAL ASSOCIATION	7.71K	Dec 31, 19	+7.71K	0.03%