How do I set a price alert for IBTK?

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

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

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

IBTK 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 IBTK alerts?

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

IBTK Institutional Ownership & 13F Filings

iShares iBonds Dec 2030 Term Treasury ETF(IBTK)

NASDAQClosing price · checked 8:54 PM ETAbout this dataData status

$19.04▲0.01 (0.03%)

Extended:$19.04+0.00 (+0.00%)

WatchlistChart Studio

Institutional Ownership

Top 248 Institutional Holders

Holder	Shares	Date	Change	% Held
Financial Advisory Corp	1.78M	Sep 30, 26	+1.77M	5.90%
RAYMOND JAMES FINANCIAL INC	1.48M	Sep 30, 26	+1.06M	4.91%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	1.38M	Sep 30, 26	+34.27K	4.55%
Horizon Advisory Services, Inc.	1.08M	Sep 30, 26	+1.08M	3.58%
TITLEIST ASSET MANAGEMENT, LLC	1.04M	Sep 30, 26	-330.05K	3.45%
D.A. DAVIDSON & CO.	1.04M	Sep 30, 26	+32.25K	3.45%
COMMONWEALTH EQUITY SERVICES, LLC	907.25K	Sep 30, 26	+634.40K	3.00%
Journey Advisory Group, LLC	832.51K	Sep 30, 26	-70.28K	2.76%
Wealth Management Strategies, Inc.	743.73K	Sep 30, 26	+56.86K	2.46%
MKT Advisors LLC	701.89K	Sep 30, 26	-10.12K	2.32%
Denver PWM, LLC	684.59K	Sep 30, 26	-351	2.27%
Probity Advisors, Inc.	648.16K	Sep 30, 26	+46.89K	2.14%
Parallel Advisors, LLC	592.78K	Sep 30, 26	+396.06K	1.96%
SHELTON WEALTH MANAGEMENT, LLC	591.23K	Sep 30, 26	+36.76K	1.96%
Legacy Private Trust Co.	571.29K	Sep 30, 26	-6.20K	1.89%
Waycross Investment Management Co	549.58K	Sep 30, 26	+18.55K	1.82%
Krilogy Financial LLC	523.79K	Sep 30, 26	+28.25K	1.73%
Heartwood Wealth Advisors LLC	504.95K	Sep 30, 26	+11.20K	1.67%
Trust Co	471.85K	Sep 30, 26	-18.72K	1.56%
Arax Advisory Partners	449.95K	Sep 30, 26	-10.05K	1.49%
LPL Financial LLC	444.52K	Sep 30, 26	+48.38K	1.47%
MBL Wealth, LLC	439.76K	Sep 30, 26	+439.76K	1.46%
UBS Group AG	387.29K	Sep 30, 26	-278.09K	1.28%
CONFLUENCE INVESTMENT MANAGEMENT LLC	310.33K	Sep 30, 26	-12.57K	1.03%
REBALANCE, LLC	304.18K	Sep 30, 26	+6.68K	1.01%
Stockman Wealth Management, Inc.	289.88K	Sep 30, 26	+13.10K	0.96%
CENTRAL TRUST Co	281.63K	Sep 30, 26	+16.23K	0.93%
Asset Dedication, LLC	281.50K	Sep 30, 26	+28.46K	0.93%
Accretive Wealth Partners, LLC	267.18K	Sep 30, 26	+55.41K	0.88%
BAILARD, INC.	255.96K	Sep 30, 26	-280.08K	0.85%
THOROUGHBRED FINANCIAL SERVICES, LLC	248.98K	Sep 30, 26	+18.96K	0.82%
HOWLAND CAPITAL MANAGEMENT LLC	226.56K	Sep 30, 26	+28.76K	0.75%
Portland Global Advisors LLC	217.69K	Sep 30, 26	+217.69K	0.72%
Janney Montgomery Scott LLC	210.29K	Sep 30, 26	+13.81K	0.70%
CHATHAM CAPITAL GROUP, INC.	203.97K	Sep 30, 26	+5.60K	0.68%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	203.21K	Sep 30, 26	-31.64K	0.67%
STIFEL FINANCIAL CORP	194.33K	Sep 30, 26	+85.22K	0.64%
BOSTON FAMILY OFFICE LLC	189.76K	Sep 30, 26	+25.34K	0.63%
Community Financial Services Group, LLC	181.13K	Sep 30, 26	+144.38K	0.60%
CHOREO, LLC	170.67K	Sep 30, 26	+170.67K	0.56%
HighTower Advisors, LLC	163.56K	Sep 30, 26	+4.13K	0.54%
Belpointe Asset Management LLC	162.66K	Sep 30, 26	+83.80K	0.54%
Atria Investments, Inc	134.03K	Sep 30, 26	+8.64K	0.44%
Asset Advisors Investment Management, LLC	128.51K	Sep 30, 26	+128.51K	0.43%
PARK AVENUE SECURITIES LLC	126.50K	Sep 30, 26	+3.90K	0.42%
Valmark Advisers, Inc.	125.13K	Sep 30, 26	+36.24K	0.41%
ATWOOD & PALMER INC	124.19K	Sep 30, 26	+36.77K	0.41%
Hughes Financial Services, LLC	123.54K	Sep 30, 26	+13.49K	0.41%
SIGNATUREFD, LLC	117.95K	Sep 30, 26	+14.61K	0.39%
Heartland Bank & Trust Co	111.08K	Sep 30, 26	+81.80K	0.37%
IFP Advisors, Inc	82.28K	Sep 30, 26	+2.48K	0.27%
Mechanics Bank Trust Department	80.00K	Sep 30, 26	-10.50K	0.26%
LEAVELL INVESTMENT MANAGEMENT, INC.	78.09K	Sep 30, 26	+8.25K	0.26%
Cambridge Investment Research Advisors, Inc.	72.15K	Sep 30, 26	+44.30K	0.24%
Allworth Financial LP	68.45K	Sep 30, 26	--	0.23%
Apella Capital, LLC	61.00K	Sep 30, 26	+1.28K	0.20%
ASSOCIATED BANC-CORP	58.71K	Sep 30, 26	-3.86K	0.19%
Yoder Wealth Management, Inc.	58.66K	Sep 30, 26	+9.65K	0.19%
Kestra Advisory Services, LLC	58.54K	Sep 30, 26	-27.34K	0.19%
SCS Capital Management LLC	57.52K	Sep 30, 26	--	0.19%
Old Port Advisors	57.29K	Sep 30, 26	-418	0.19%
Midwest Professional Planners, LTD.	53.08K	Sep 30, 26	+27.52K	0.18%
OSAIC HOLDINGS, INC.	48.40K	Sep 30, 26	-56.88K	0.16%
JIM SAULNIER & ASSOCIATES, LLC	47.84K	Sep 30, 26	+5.31K	0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	46.63K	Sep 30, 26	-13.38K	0.15%
MV CAPITAL MANAGEMENT, INC.	44.35K	Sep 30, 26	+1.05K	0.15%
Montecito Bank & Trust	44.05K	Sep 30, 26	+2.87K	0.15%
DUNCKER STREETT & CO INC	42.19K	Sep 30, 26	+396	0.14%
PFG Advisors	42.05K	Sep 30, 26	+42.05K	0.14%
Focus Partners Wealth	40.41K	Sep 30, 26	+11.33K	0.13%
Savvy Advisors, Inc.	37.80K	Sep 30, 26	+37.80K	0.13%
CARY STREET PARTNERS FINANCIAL LLC	37.62K	Sep 30, 26	+2.74K	0.12%
BIP Wealth, LLC	36.51K	Sep 30, 26	+2.93K	0.12%
Foundry Financial Group, Inc.	36.28K	Sep 30, 26	-3.83K	0.12%
Leo Wealth, LLC	35.58K	Sep 30, 26	+35.58K	0.12%
BOLTON SECURITIES CORPORATION	34.59K	Sep 30, 26	+15.46K	0.11%
TABLEAUX LLC	33.08K	Sep 30, 26	-2.16K	0.11%
Keeler Thomas Management LLC	32.79K	Sep 30, 26	+126	0.11%
CAPTRUST FINANCIAL ADVISORS	31.20K	Sep 30, 26	+3.85K	0.10%
Atlantic Private Wealth, LLC	30.72K	Sep 30, 26	-107	0.10%
TFO Wealth Partners, LLC	30.47K	Sep 30, 26	+30.47K	0.10%
SPRENG CAPITAL MANAGEMENT, INC.	30.32K	Sep 30, 26	+16.56K	0.10%
KING LUTHER CAPITAL MANAGEMENT CORP	29.59K	Sep 30, 26	--	0.10%
Granite Harbor Advisors, Inc.	28.73K	Sep 30, 26	+3.96K	0.10%
Lido Advisors, LLC	28.45K	Sep 30, 26	+3.66K	0.09%
Great Diamond Partners, LLC	28.17K	Sep 30, 26	+6.14K	0.09%
Compass Ion Advisors, LLC	27.00K	Sep 30, 26	--	0.09%
HARBOUR INVESTMENTS, INC.	25.89K	Sep 30, 26	+791	0.09%
Merit Financial Group, LLC	25.64K	Sep 30, 26	+25.64K	0.08%
XY Planning Network, Inc.	24.13K	Sep 30, 26	+2.73K	0.08%
Daybright Advisory Services, Inc.	24.10K	Sep 30, 26	+152	0.08%
Truepoint, Inc.	23.38K	Sep 30, 26	+23.38K	0.08%
Rothschild Wealth LLC	22.74K	Sep 30, 26	+22.74K	0.08%
DecisionMap Wealth Management, LLC	22.49K	Sep 30, 26	--	0.07%
MLP3, LLC	21.62K	Sep 30, 26	+8.52K	0.07%
Jacobi Capital Management LLC	21.42K	Sep 30, 26	+132	0.07%
Northstar Group, Inc.	21.17K	Sep 30, 26	+3.90K	0.07%
Capital Investment Advisors, LLC	20.63K	Sep 30, 26	-2.60K	0.07%
Guidance Point Advisors, LLC	20.56K	Sep 30, 26	+34	0.07%
Prosperity Planning, Inc.	20.52K	Sep 30, 26	+5.00K	0.07%
TRUIST FINANCIAL CORP	19.86K	Sep 30, 26	+19.86K	0.07%
Passive Capital Management, LLC.	19.82K	Sep 30, 26	+3.88K	0.07%
Kestra Investment Management, LLC	18.62K	Sep 30, 26	+1	0.06%
Trinity Wealth Management, LLC	17.73K	Sep 30, 26	--	0.06%
MIDLAND WEALTH ADVISORS, LLC	17.38K	Sep 30, 26	+17.38K	0.06%
Element Wealth, LLC	17.26K	Sep 30, 26	+2.71K	0.06%
Single Point Partners, LLC	16.94K	Sep 30, 26	--	0.06%
Visionary Wealth Advisors	16.13K	Sep 30, 26	-439	0.05%
Spectrum Asset Management, Inc. (NB/CA)	15.98K	Sep 30, 26	+15.98K	0.05%
KOM Wealth Management Group, LLC	15.70K	Sep 30, 26	+141	0.05%
Prime Capital Investment Advisors, LLC	15.63K	Sep 30, 26	+15.63K	0.05%
Opus Capital Group, LLC	15.33K	Sep 30, 26	--	0.05%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	15.00K	Sep 30, 26	--	0.05%
PRINCIPAL SECURITIES, INC.	14.41K	Sep 30, 26	--	0.05%
JAMES INVESTMENT RESEARCH, INC.	14.35K	Sep 30, 26	--	0.05%
BARRETT & COMPANY, INC.	14.18K	Sep 30, 26	+11	0.05%
KFG WEALTH MANAGEMENT, LLC	13.82K	Sep 30, 26	+84	0.05%
LEVEL FOUR ADVISORY SERVICES, LLC	13.65K	Sep 30, 26	-196	0.05%
COLDSTREAM CAPITAL MANAGEMENT INC	13.58K	Sep 30, 26	--	0.04%
SCHMIDT P J INVESTMENT MANAGEMENT INC	13.47K	Sep 30, 26	--	0.04%
Physician Wealth Advisors, Inc.	13.01K	Sep 30, 26	-883	0.04%
Aspen Private Advisors, LLC	13.00K	Sep 30, 26	+13.00K	0.04%
HANOVER ADVISORS INC	11.62K	Sep 30, 26	-64	0.04%
Straight Path Wealth Management	11.42K	Sep 30, 26	-236	0.04%
Hyposwiss Advisors SA	11.21K	Sep 30, 26	--	0.04%
Meridian Wealth Management, LLC	10.58K	Sep 30, 26	+10.58K	0.04%
Atlantic Union Bankshares Corp	8.83K	Sep 30, 26	-375	0.03%
United Community Bank	8.01K	Sep 30, 26	--	0.03%
FIFTH THIRD BANCORP	7.45K	Sep 30, 26	+255	0.02%
Rossmore Private Capital	6.50K	Sep 30, 26	+6.50K	0.02%
Key FInancial Inc	5.54K	Sep 30, 26	--	0.02%
PHILLIPS FINANCIAL MANAGEMENT, LLC	5.06K	Sep 30, 26	--	0.02%
Cherry Tree Wealth Management, LLC	4.96K	Sep 30, 26	--	0.02%
CNB Bank	4.19K	Sep 30, 26	--	0.01%
Concord Wealth Partners	4.02K	Sep 30, 26	+4.02K	0.01%
US BANCORP \DE\	3.99K	Sep 30, 26	+630	0.01%
Laurel Wealth Advisors LLC	3.58K	Sep 30, 26	+3.58K	0.01%
Bogart Wealth, LLC	3.56K	Sep 30, 26	--	0.01%
NBH Bank	3.13K	Sep 30, 26	--	0.01%
BESSEMER GROUP INC	2.71K	Sep 30, 26	+2.71K	0.01%
Farther Finance Advisors, LLC	2.62K	Sep 30, 26	+2.62K	0.01%
Clearstead Trust, LLC	2.49K	Sep 30, 26	+351	0.01%
TD Capital Management LLC	2.33K	Sep 30, 26	+22	0.01%
BANK OF MONTREAL /CAN/	1.95K	Sep 30, 26	-608	0.01%
High Note Wealth, LLC	1.51K	Sep 30, 26	--	0.00%
Clearstead Advisors, LLC	1.32K	Sep 30, 26	+1.32K	0.00%
Robbins Farley	1.05K	Sep 30, 26	+39	0.00%
Pflug Koory, LLC	911	Sep 30, 26	--	0.00%
J. R. Prunier Capital Management LLC	888	Sep 30, 26	+5	0.00%
MB, LEVIS & ASSOCIATES, LLC	888	Sep 30, 26	+8	0.00%
Clayton Financial Group LLC	859	Sep 30, 26	+859	0.00%
First PREMIER Bank	849	Sep 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	756	Sep 30, 26	--	0.00%
GILPIN WEALTH MANAGEMENT, LLC	430	Sep 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	71	Sep 30, 26	--	0.00%
Larson Financial Group LLC	36	Sep 30, 26	--	0.00%
MCF Advisors LLC	--	Sep 30, 26	-2.62K	--
MATHER GROUP, LLC.	--	Sep 30, 26	-8.35K	--
JANE STREET GROUP, LLC	--	Sep 30, 26	-25.78K	--
CGN Advisors LLC	--	Sep 30, 26	-21.41K	--
Smartleaf Asset Management LLC	--	Sep 30, 26	-1	--
Hills Bank & Trust Co	--	Sep 30, 26	-6.12K	--
Creative Planning	--	Sep 30, 26	-25.77K	--
ASSETMARK, INC	--	Sep 30, 26	-126	--
CreativeOne Wealth, LLC	--	Sep 30, 26	-10.04K	--
WELLS FARGO & COMPANY/MN	3.15M	Jun 30, 26	-582.93K	10.42%
MERCER GLOBAL ADVISORS INC /ADV	2.86M	Jun 30, 26	+209.77K	9.47%
BANK OF AMERICA CORP /DE/	2.03M	Jun 30, 26	+196.77K	6.72%
ENVESTNET ASSET MANAGEMENT INC	1.38M	Jun 30, 26	+120.16K	4.58%
BlackRock, Inc.	1.35M	Jun 30, 26	+588.62K	4.47%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	1.34M	Jun 30, 26	+105.44K	4.44%
HM PAYSON & CO	1.20M	Jun 30, 26	+500.97K	3.98%
MML INVESTORS SERVICES, LLC	1.06M	Jun 30, 26	+350.75K	3.50%
AMERIPRISE FINANCIAL INC	709.15K	Jun 30, 26	+21.72K	2.35%
Wealth Management Strategies, Inc.	686.87K	Jun 30, 26	+20.99K	2.27%
UBS Group AG	665.37K	Jun 30, 26	-27.19K	2.20%
NewEdge Advisors, LLC	540.89K	Jun 30, 26	+40.75K	1.79%
EIGHT 31 FINANCIAL, LLC	517.76K	Jun 30, 26	+14.68K	1.71%
ROYAL BANK OF CANADA	496.61K	Jun 30, 26	-4.00K	1.64%
MORGAN STANLEY	483.01K	Jun 30, 26	-115.17K	1.60%
Arax Advisory Partners	459.99K	Jun 30, 26	+459.99K	1.52%
Snowden Capital Advisors LLC	454.13K	Jun 30, 26	+4.95K	1.50%
RAYMOND JAMES FINANCIAL INC	426.45K	Jun 30, 26	-385.44K	1.41%
Cetera Investment Advisers	356.94K	Jun 30, 26	+38.30K	1.18%
Baird Financial Group, Inc.	284.90K	Jun 30, 26	+29.43K	0.94%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	169.59K	Jun 30, 26	+31.72K	0.56%
BOSTON FAMILY OFFICE LLC	164.42K	Jun 30, 26	+21.95K	0.54%
Sanctuary Advisors, LLC	157.61K	Jun 30, 26	+30.52K	0.52%
Integrated Wealth Concepts LLC	153.57K	Jun 30, 26	+53.15K	0.51%
STIFEL FINANCIAL CORP	109.11K	Jun 30, 26	+13.02K	0.36%
OSAIC HOLDINGS, INC.	105.28K	Jun 30, 26	+50.90K	0.35%
Financial Engines Advisors L.L.C.	96.57K	Jun 30, 26	-4.21K	0.32%
CITADEL ADVISORS LLC	86.10K	Jun 30, 26	-48.80K	0.28%
FIRST NATIONAL BANK OF OMAHA	60.63K	Jun 30, 26	-3.68K	0.20%
SCS Capital Management LLC	57.52K	Jun 30, 26	--	0.19%
Reliant Wealth Planning	42.00K	Jun 30, 26	--	0.14%
CARY STREET PARTNERS FINANCIAL LLC	34.88K	Jun 30, 26	-1.41K	0.12%
Cerity Partners LLC	34.51K	Jun 30, 26	-778	0.11%
AQR CAPITAL MANAGEMENT LLC	29.28K	Jun 30, 26	+6.00K	0.10%
CAPTRUST FINANCIAL ADVISORS	27.35K	Jun 30, 26	+1.33K	0.09%
Modern Wealth Management, LLC	26.87K	Jun 30, 26	+26.87K	0.09%
JANE STREET GROUP, LLC	25.78K	Jun 30, 26	+10.25K	0.09%
Equitable Holdings, Inc.	25.62K	Jun 30, 26	+398	0.08%
Passive Capital Management, LLC.	15.94K	Jun 30, 26	--	0.05%
Vestmark Advisory Solutions, Inc.	14.89K	Jun 30, 26	+14.89K	0.05%
Element Wealth, LLC	14.56K	Jun 30, 26	+182	0.05%
PRINCIPAL SECURITIES, INC.	14.41K	Jun 30, 26	+12	0.05%
LIBERTY WEALTH MANAGEMENT LLC	14.35K	Jun 30, 26	--	0.05%
Jaffetilchin Investment Partners, LLC	13.88K	Jun 30, 26	+131	0.05%
HANOVER ADVISORS INC	11.69K	Jun 30, 26	+541	0.04%
World Investment Advisors	10.89K	Jun 30, 26	-567	0.04%
LBMC INVESTMENT ADVISORS, LLC	10.09K	Jun 30, 26	--	0.03%
CreativeOne Wealth, LLC	10.04K	Jun 30, 26	+10.04K	0.03%
Atlantic Union Bankshares Corp	9.20K	Jun 30, 26	+868	0.03%
Crews Bank & Trust	8.97K	Jun 30, 26	--	0.03%
NATIONAL BANK OF CANADA /FI/	5.33K	Jun 30, 26	+342	0.02%
FIDUCIARY FINANCIAL ADVISORS	4.29K	Jun 30, 26	+4.29K	0.01%
JPL Wealth Management, LLC	3.38K	Jun 30, 26	--	0.01%
Rockefeller Capital Management L.P.	2.57K	Jun 30, 26	-134	0.01%
Longview Financial Advisors LLC	1.15K	Jun 30, 26	+1.15K	0.00%
VANGUARD ADVISERS INC	404	Jun 30, 26	--	0.00%
LOGAN CAPITAL MANAGEMENT INC	345	Jun 30, 26	+345	0.00%
Stratos Wealth Partners, LTD.	--	Jun 30, 26	-10.38K	--
Steward Partners Investment Advisory, LLC	--	Jun 30, 26	-1.51K	--
MAI Capital Management	--	Jun 30, 26	-4.94K	--
Advisory Services Network, LLC	--	Jun 30, 26	-558	--
CWM, LLC	836.48K	Mar 31, 26	+49.87K	2.77%
U.S. Capital Wealth Advisors, LLC	49.60K	Mar 31, 26	+377	0.16%
2UniFi Bank	3.13K	Mar 31, 26	--	0.01%
Financial Connections Group, Inc.	2.71K	Mar 31, 26	+2.71K	0.01%
O'Brien Wealth Partners LLC	12.74K	Dec 31, 25	+12.74K	0.04%
COMERICA BANK	2.24K	Dec 31, 25	-7.36K	0.01%
CIBC Private Wealth Group LLC	--	Dec 31, 25	-265	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-314	--
COUNTRY CLUB BANK /GFN	96.44K	Sep 30, 25	-4.84K	0.32%
AllSquare Wealth Management LLC	22.86K	Sep 30, 25	+595	0.08%
FULLCIRCLE WEALTH LLC	13.81K	Sep 30, 25	--	0.05%
Lowe Wealth Advisors, LLC	4.94K	Sep 30, 25	--	0.02%
Exchange Capital Management, Inc.	16.24K	Jun 30, 25	+359	0.05%
Spectrum Wealth Counsel, LLC	2.54K	Mar 31, 25	--	0.01%
RAYMOND JAMES & ASSOCIATES	370.83K	Sep 30, 24	-29.69K	1.23%
Raymond James Financial Services Advisors, Inc.	103.69K	Sep 30, 24	+9.37K	0.34%
FinTrust Capital Advisors, LLC	5.57K	Sep 30, 24	--	0.02%
BENJAMIN F. EDWARDS & COMPANY, INC.	259	Jun 30, 24	+259	0.00%
Cetera Advisors LLC	119.41K	Mar 31, 24	-6.16K	0.40%
InterOcean Capital Group, LLC	30.29K	Mar 31, 24	--	0.10%
H. L. Ormond & Company, LLC	65.39K	Sep 30, 22	+48.65K	0.22%
Farmer Steven Patrick	849.95K	Jun 30, 22	+849.95K	2.81%