| Ironwood Financial, llc | -- | Sep 30, 26 | -4.48K | -- |
| SJS Investment Consulting Inc. | -- | Sep 30, 26 | -61 | -- |
| ELEVATION WEALTH PARTNERS, LLC | -- | Sep 30, 26 | -2 | -- |
| SIGNATUREFD, LLC | -- | Sep 30, 26 | -503 | -- |
| Commonwealth Retirement Investments LLC | -- | Sep 30, 26 | -3.78K | -- |
| OSAIC HOLDINGS, INC. | -- | Sep 30, 26 | -2.44K | -- |
| LPL Financial LLC | -- | Sep 30, 26 | -12.92K | -- |
| Farther Finance Advisors, LLC | -- | Sep 30, 26 | -27 | -- |
| Cambridge Investment Research Advisors, Inc. | -- | Sep 30, 26 | -11.06K | -- |
| BANK OF MONTREAL /CAN/ | -- | Sep 30, 26 | -450 | -- |
| UBS Group AG | -- | Sep 30, 26 | -296 | -- |
| Unique Wealth Strategies, LLC | -- | Sep 30, 26 | -20.42K | -- |
| CITADEL ADVISORS LLC | 21.91K | Jun 30, 26 | +15.51K | 4.53% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.85K | Jun 30, 26 | -1.74K | 3.48% |
| Tower Research Capital LLC (TRC) | 7.16K | Jun 30, 26 | -6.22K | 1.48% |
| OSAIC HOLDINGS, INC. | 2.44K | Jun 30, 26 | +313 | 0.50% |
| UBS Group AG | 296 | Jun 30, 26 | +296 | 0.06% |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 210 | Jun 30, 26 | -- | 0.04% |
| BFC Planning, Inc. | 210 | Jun 30, 26 | -- | 0.04% |
| MORGAN STANLEY | 6 | Jun 30, 26 | -1 | 0.00% |
| WELLS FARGO & COMPANY/MN | 2 | Jun 30, 26 | +2 | 0.00% |
| CWM, LLC | 46 | Mar 31, 26 | -- | 0.01% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -150 | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 4.02K | Dec 31, 19 | +1.16K | 0.83% |
