How do I set a price alert for IMCG?

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

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

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

IMCG 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 IMCG alerts?

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

IMCG Institutional Ownership & 13F Filings

iShares Morningstar Mid-Cap Growth ETF(IMCG)

NYSEClosing price · checked 9:31 PM ESTAbout this dataData status

$93.08▼-0.16 (-0.17%)

Extended:$93.08+0.00 (+0.00%)

WatchlistChart Studio

IMCG(IMCG)

IMCG

Institutional Ownership

Top 566 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	3.21M	Sep 30, 26	+334.34K	7.41%
VANTAGEPOINT INVESTMENT ADVISERS LLC	2.94M	Sep 30, 26	-62.50K	6.81%
RMG Wealth Management LLC	1.36M	Sep 30, 26	+25.90K	3.14%
Allegheny Financial Group	635.17K	Sep 30, 26	+12.98K	1.47%
COMMONWEALTH EQUITY SERVICES, LLC	548.31K	Sep 30, 26	+18.42K	1.27%
VICTORY FINANCIAL GROUP, LLC	444.21K	Sep 30, 26	+13.29K	1.03%
Cornerstone Planning Group LLC	396.33K	Sep 30, 26	+5.54K	0.92%
First Pacific Financial	283.40K	Sep 30, 26	+283.40K	0.66%
Orgel Wealth Management, LLC	279.57K	Sep 30, 26	-4.59K	0.65%
ECLECTIC ASSOCIATES INC /ADV	266.84K	Sep 30, 26	+3.20K	0.62%
Cosner Financial Group, LLC	263.19K	Sep 30, 26	-14.39K	0.61%
Avior Wealth Management, LLC	261.42K	Sep 30, 26	-49.21K	0.60%
CAPITAL WEALTH MANAGEMENT, LLC	259.66K	Sep 30, 26	+16.16K	0.60%
BEAM WEALTH ADVISORS, INC.	240.28K	Sep 30, 26	+292	0.56%
Rodgers & Associates, LTD	231.71K	Sep 30, 26	-4.97K	0.54%
IAG Wealth Partners, LLC	224.62K	Sep 30, 26	-513	0.52%
ELEVATION POINT WEALTH PARTNERS, LLC	208.58K	Sep 30, 26	+12.49K	0.48%
Matrix Trust Co	205.08K	Sep 30, 26	-223	0.47%
Steele Capital Management, Inc.	205.08K	Sep 30, 26	-223	0.47%
Bedel Financial Consulting, Inc.	168.81K	Sep 30, 26	+1.44K	0.39%
Cambridge Investment Research Advisors, Inc.	167.02K	Sep 30, 26	+52.27K	0.39%
PTM WEALTH MANAGEMENT, LLC	166.01K	Sep 30, 26	+2.54K	0.38%
GRANVILLE CAPITAL, INC.	160.50K	Sep 30, 26	+9.93K	0.37%
Eagle Strategies LLC	158.50K	Sep 30, 26	-1.15K	0.37%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	156.56K	Sep 30, 26	+10.85K	0.36%
CREATIVE FINANCIAL DESIGNS INC /ADV	137.46K	Sep 30, 26	-5.49K	0.32%
Sigma Planning Corp	134.60K	Sep 30, 26	+3.62K	0.31%
Certified Advisory Corp	127.30K	Sep 30, 26	+16.24K	0.29%
OxenFree Capital LLC	115.29K	Sep 30, 26	+3.85K	0.27%
Scott Capital Advisors, LLC	114.72K	Sep 30, 26	+1.34K	0.27%
PFS Partners, LLC	103.80K	Sep 30, 26	-193	0.24%
TRUIST FINANCIAL CORP	96.76K	Sep 30, 26	-1.67K	0.22%
Verde Capital Management	90.83K	Sep 30, 26	+9.13K	0.21%
Rockport Wealth LLC	90.16K	Sep 30, 26	-104.17K	0.21%
SILVER OAK WEALTH ADVISORS SERVICES, LLC	83.83K	Sep 30, 26	-634	0.19%
DDFG, Inc	82.16K	Sep 30, 26	+2.46K	0.19%
Ipsen Advisor Group LLC	77.64K	Sep 30, 26	-3.02K	0.18%
MARINO, STRAM & ASSOCIATES LLC	76.12K	Sep 30, 26	+2.86K	0.18%
OPPENHEIMER & CO INC	74.86K	Sep 30, 26	-5.11K	0.17%
Kestra Advisory Services, LLC	73.03K	Sep 30, 26	+3.53K	0.17%
Cerro Pacific Wealth Advisors LLC	70.67K	Sep 30, 26	+6.99K	0.16%
Chaney Capital Management, Inc.	65.75K	Sep 30, 26	+3.24K	0.15%
SAXON INTERESTS, INC.	64.42K	Sep 30, 26	+64.42K	0.15%
Advisory Solutions Group, LLC	64.35K	Sep 30, 26	+64.35K	0.15%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	63.91K	Sep 30, 26	+2.28K	0.15%
DIVERSIFY WEALTH MANAGEMENT, LLC	59.32K	Sep 30, 26	+821	0.14%
Diversify Advisory Services, LLC	59.32K	Sep 30, 26	+821	0.14%
Kellett Wealth Advisors, LLC	58.42K	Sep 30, 26	-1.00K	0.14%
Employees' Retirement Fund of the City of Fort Worth	55.50K	Sep 30, 26	--	0.13%
Summit Asset Management, LLC	55.39K	Sep 30, 26	-866	0.13%
Creative Planning	54.65K	Sep 30, 26	+1.09K	0.13%
KINGSWOOD WEALTH ADVISORS, LLC	52.90K	Sep 30, 26	+1.04K	0.12%
Merit Financial Group, LLC	52.67K	Sep 30, 26	-1.67K	0.12%
STEINBERGANNA WEALTH MANAGEMENT	50.25K	Sep 30, 26	-630	0.12%
NWAM LLC	49.70K	Sep 30, 26	+92	0.11%
Virtus Wealth Solutions LLC	49.69K	Sep 30, 26	-2.44K	0.11%
Black Diamond Financial, LLC	42.60K	Sep 30, 26	-366	0.10%
VALLEY NATIONAL ADVISERS INC	40.92K	Sep 30, 26	+243	0.09%
James J. Burns & Company, LLC	40.28K	Sep 30, 26	-1.98K	0.09%
Towne Trust Company, N.A	39.78K	Sep 30, 26	+2.69K	0.09%
Accel Wealth Management	37.68K	Sep 30, 26	+4.35K	0.09%
Retirement Planning Group, LLC	34.22K	Sep 30, 26	-3.63K	0.08%
SUMMIT WEALTH GROUP LLC / CO	32.10K	Sep 30, 26	-571	0.07%
Family Legacy, Inc.	30.78K	Sep 30, 26	-1.11K	0.07%
IFS Advisors, LLC	30.37K	Sep 30, 26	+30.37K	0.07%
CALIBER WEALTH MANAGEMENT, LLC / KS	29.86K	Sep 30, 26	-1.08K	0.07%
Ignite Planners, LLC	29.69K	Sep 30, 26	-2.89K	0.07%
Elevation Capital Advisory, LLC	29.41K	Sep 30, 26	+29.41K	0.07%
AIRE ADVISORS, LLC	28.84K	Sep 30, 26	-10	0.07%
Capital Square, LLC	28.45K	Sep 30, 26	-2.13K	0.07%
RHODES INVESTMENT ADVISORS INC /ADV	27.07K	Sep 30, 26	+1.03K	0.06%
United Advisor Group, LLC	26.66K	Sep 30, 26	+764	0.06%
Sovran Advisors, LLC	26.48K	Sep 30, 26	-1.07K	0.06%
GHP Investment Advisors, Inc.	25.34K	Sep 30, 26	+5	0.06%
First Bank & Trust	24.99K	Sep 30, 26	+2.82K	0.06%
Visionary Wealth Advisors	24.08K	Sep 30, 26	+162	0.06%
Stanich Group LLC	22.06K	Sep 30, 26	+290	0.05%
INDEPENDENT FINANCIAL GROUP, LLC	21.94K	Sep 30, 26	+7.37K	0.05%
Private Advisory Group LLC	21.86K	Sep 30, 26	+21.86K	0.05%
SAGESPRING WEALTH PARTNERS, LLC	21.78K	Sep 30, 26	-400	0.05%
PCA Investment Advisory Services Inc.	20.89K	Sep 30, 26	-88	0.05%
Farther Finance Advisors, LLC	20.68K	Sep 30, 26	-402	0.05%
PNC FINANCIAL SERVICES GROUP, INC.	20.59K	Sep 30, 26	--	0.05%
Focus Financial Network, Inc.	20.21K	Sep 30, 26	+1.38K	0.05%
Courage Miller Partners, LLC	20.00K	Sep 30, 26	-477	0.05%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	19.85K	Sep 30, 26	-283	0.05%
Nilsine Partners, LLC	19.76K	Sep 30, 26	+67	0.05%
Bonfire Financial	19.68K	Sep 30, 26	+101	0.05%
Key Client Fiduciary Advisors, LLC	19.65K	Sep 30, 26	+8.99K	0.05%
MONEY CONCEPTS CAPITAL CORP	19.13K	Sep 30, 26	+1.71K	0.04%
Carnegie Investment Counsel	19.11K	Sep 30, 26	+697	0.04%
NOTTINGHAM ADVISORS, INC.	18.68K	Sep 30, 26	--	0.04%
Capital Asset Advisory Services LLC	17.07K	Sep 30, 26	-557	0.04%
DAVENPORT & Co LLC	16.44K	Sep 30, 26	+585	0.04%
SILVER OAK SECURITIES, INCORPORATED	15.99K	Sep 30, 26	+256	0.04%
HF Advisory Group, LLC	15.77K	Sep 30, 26	+514	0.04%
McAdam, LLC	15.77K	Sep 30, 26	-934	0.04%
Equity Wealth Partners, LLC	15.63K	Sep 30, 26	-1.34K	0.04%
Belpointe Asset Management LLC	15.44K	Sep 30, 26	+13.07K	0.04%
B. Riley Wealth Advisors, Inc.	15.31K	Sep 30, 26	+15.31K	0.04%
Neumann Capital Management, LLC	14.78K	Sep 30, 26	-300	0.03%
SILVERLAKE WEALTH MANAGEMENT LLC	13.99K	Sep 30, 26	+2.13K	0.03%
HARBOUR INVESTMENTS, INC.	13.79K	Sep 30, 26	+382	0.03%
CITIGROUP INC	13.65K	Sep 30, 26	+164	0.03%
GS Investments, Inc.	13.38K	Sep 30, 26	+13.38K	0.03%
J.W. COLE ADVISORS, INC.	13.07K	Sep 30, 26	+965	0.03%
LaFleur & Godfrey LLC	12.66K	Sep 30, 26	+675	0.03%
Vise Technologies, Inc.	12.38K	Sep 30, 26	+95	0.03%
KPP Advisory Services LLC	12.16K	Sep 30, 26	-638	0.03%
PARK AVENUE SECURITIES LLC	12.09K	Sep 30, 26	+320	0.03%
G&S Capital LLC	11.94K	Sep 30, 26	+11.94K	0.03%
Wealthcare Advisory Partners LLC	11.56K	Sep 30, 26	-15	0.03%
AdvisorNet Financial, Inc	11.44K	Sep 30, 26	-415	0.03%
Wilkerson Advisory Group LLC	11.39K	Sep 30, 26	+182	0.03%
Integrity Wealth Partners, LLC	11.33K	Sep 30, 26	+11.33K	0.03%
HARBOR INVESTMENT ADVISORY, LLC	10.93K	Sep 30, 26	--	0.03%
FIFTH THIRD BANCORP	10.83K	Sep 30, 26	-1.04K	0.03%
Signal Advisors Wealth, LLC	10.53K	Sep 30, 26	-350	0.02%
Atria Investments, Inc	10.45K	Sep 30, 26	+159	0.02%
Cape Investment Advisory, Inc.	10.35K	Sep 30, 26	+1	0.02%
WILLNER & HELLER, LLC	10.35K	Sep 30, 26	+545	0.02%
MONECO ADVISORS, LLC	10.03K	Sep 30, 26	--	0.02%
Verdence Capital Advisors LLC	9.85K	Sep 30, 26	+9.85K	0.02%
HRC WEALTH MANAGEMENT, LLC	9.84K	Sep 30, 26	-323	0.02%
MGO ONE SEVEN LLC	9.75K	Sep 30, 26	-2.12K	0.02%
Savant Capital, LLC	9.72K	Sep 30, 26	+3.31K	0.02%
CPWA, LLC	9.48K	Sep 30, 26	+175	0.02%
Financial Freedom, LLC	9.32K	Sep 30, 26	+11	0.02%
Destiny Wealth Partners, LLC	9.26K	Sep 30, 26	+9.26K	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	9.14K	Sep 30, 26	+53	0.02%
AtlasMark Financial, Inc	9.00K	Sep 30, 26	--	0.02%
Sentinel Advisory Group, LLC	8.96K	Sep 30, 26	+41	0.02%
PFG Advisors	8.90K	Sep 30, 26	-550	0.02%
Ridgewood Investments LLC	8.28K	Sep 30, 26	--	0.02%
MLP3, LLC	8.16K	Sep 30, 26	+6	0.02%
Geneos Wealth Management Inc.	8.12K	Sep 30, 26	+1.04K	0.02%
Michels Family Financial, LLC	7.92K	Sep 30, 26	-78	0.02%
Falcon Wealth Planning	7.83K	Sep 30, 26	+1	0.02%
IBEX WEALTH ADVISORS	7.53K	Sep 30, 26	-1.07K	0.02%
Triangle Securities Wealth Management	7.46K	Sep 30, 26	+2.64K	0.02%
MidAtlantic Capital Management, Inc.	7.11K	Sep 30, 26	--	0.02%
Innova Wealth Partners	6.97K	Sep 30, 26	+1.04K	0.02%
BANK OF MONTREAL /CAN/	6.94K	Sep 30, 26	+465	0.02%
Onyx Bridge Wealth Group LLC	6.86K	Sep 30, 26	-354	0.02%
D.A. DAVIDSON & CO.	6.47K	Sep 30, 26	+895	0.01%
Carrera Capital Advisors	6.34K	Sep 30, 26	-3.20K	0.01%
Prospera Financial Services Inc	6.27K	Sep 30, 26	+1.19K	0.01%
Buck Wealth Strategies, LLC	6.18K	Sep 30, 26	--	0.01%
Mayfair Advisory Group, LLC	6.17K	Sep 30, 26	+5	0.01%
Heartwood Wealth Advisors LLC	6.04K	Sep 30, 26	--	0.01%
JIM SAULNIER & ASSOCIATES, LLC	5.90K	Sep 30, 26	-2.50K	0.01%
Investment Partners Asset Management, Inc.	5.82K	Sep 30, 26	+56	0.01%
IFP Advisors, Inc	5.79K	Sep 30, 26	-498	0.01%
IFG Advisory, LLC	5.78K	Sep 30, 26	-173	0.01%
PINNACLE ASSOCIATES LTD	5.60K	Sep 30, 26	--	0.01%
Revisor Wealth Management LLC	5.52K	Sep 30, 26	+346	0.01%
Asset Allocation Strategies LLC	5.51K	Sep 30, 26	-505	0.01%
BlueChip Wealth Advisors LLC	5.42K	Sep 30, 26	+2.93K	0.01%
FLAGSTAR SECURITIES, INC	5.41K	Sep 30, 26	-874	0.01%
Addison Advisors LLC	5.39K	Sep 30, 26	-115	0.01%
Kaizen Financial Strategies	5.37K	Sep 30, 26	+10	0.01%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	5.34K	Sep 30, 26	+5.34K	0.01%
StoneX Group Inc.	5.31K	Sep 30, 26	+2.19K	0.01%
ASSETMARK, INC	5.25K	Sep 30, 26	+48	0.01%
Westside Investment Management, Inc.	5.10K	Sep 30, 26	--	0.01%
COLDSTREAM CAPITAL MANAGEMENT INC	5.09K	Sep 30, 26	-406	0.01%
Fermata Advisors, LLC	5.08K	Sep 30, 26	-443	0.01%
Davis Investment Partners, LLC	4.80K	Sep 30, 26	--	0.01%
Trust Point Inc.	4.65K	Sep 30, 26	--	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	4.58K	Sep 30, 26	-187.87K	0.01%
High Net Worth Advisory Group LLC	4.50K	Sep 30, 26	--	0.01%
Compound Planning, Inc.	4.47K	Sep 30, 26	-4.01K	0.01%
Secure Asset Management, LLC	4.40K	Sep 30, 26	+350	0.01%
Jacobi Capital Management LLC	4.39K	Sep 30, 26	+369	0.01%
Journey Advisory Group, LLC	4.38K	Sep 30, 26	--	0.01%
US BANCORP \DE\	4.38K	Sep 30, 26	+42	0.01%
PRIVATE TRUST CO NA	4.34K	Sep 30, 26	+779	0.01%
LexAurum Advisors, LLC	4.30K	Sep 30, 26	-59	0.01%
Unified Investment Management	4.29K	Sep 30, 26	+1	0.01%
Clearstead Advisors, LLC	4.22K	Sep 30, 26	+260	0.01%
LongView Wealth Management	4.21K	Sep 30, 26	+142	0.01%
TAGStone Capital, Inc.	4.15K	Sep 30, 26	+83	0.01%
WealthCare Investment Partners, LLC	4.10K	Sep 30, 26	+8	0.01%
STUDIO INVESTMENT MANAGEMENT LLC	4.08K	Sep 30, 26	+254	0.01%
Selby Wealth Management, LLC	4.04K	Sep 30, 26	+4.04K	0.01%
Monetary Solutions, Ltd	4.00K	Sep 30, 26	+1	0.01%
ROMAN BUTLER FULLERTON & CO	3.99K	Sep 30, 26	-75	0.01%
Whitaker-Myers Wealth Managers, LTD.	3.99K	Sep 30, 26	-2.53K	0.01%
Northern Capital Management, Inc.	3.88K	Sep 30, 26	--	0.01%
MEANS INVESTMENT CO., INC.	3.87K	Sep 30, 26	-241	0.01%
Clark Asset Management, LLC	3.85K	Sep 30, 26	+3	0.01%
COMPASS CAPITAL MANAGEMENT, INC	3.84K	Sep 30, 26	--	0.01%
Indivisible Partners	3.82K	Sep 30, 26	+949	0.01%
Rede Wealth, LLC	3.79K	Sep 30, 26	--	0.01%
Kaydan Wealth Management, Inc.	3.75K	Sep 30, 26	-1.20K	0.01%
Dynamic Advisor Solutions LLC	3.64K	Sep 30, 26	-313	0.01%
Trilogy Capital Inc.	3.62K	Sep 30, 26	+2	0.01%
XY Planning Network, Inc.	3.50K	Sep 30, 26	--	0.01%
TKG Advisors, LLC	3.35K	Sep 30, 26	+3.35K	0.01%
FINANCIAL MANAGEMENT NETWORK INC	3.34K	Sep 30, 26	+3.34K	0.01%
FCG Investment Co	3.32K	Sep 30, 26	-67	0.01%
Proactive Wealth Strategies LLC	3.29K	Sep 30, 26	+1.23K	0.01%
Valmark Advisers, Inc.	3.16K	Sep 30, 26	-41	0.01%
Brookstone Capital Management	3.11K	Sep 30, 26	+3.11K	0.01%
Kendall Capital Management	3.07K	Sep 30, 26	+2	0.01%
Evanson Financial, LLC	3.00K	Sep 30, 26	--	0.01%
Allworth Financial LP	2.99K	Sep 30, 26	+653	0.01%
Fortis Capital Advisors, LLC	2.98K	Sep 30, 26	+615	0.01%
Larson Financial Group LLC	2.94K	Sep 30, 26	-161	0.01%
RAM Investment Partners, LLC	2.87K	Sep 30, 26	--	0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC	2.84K	Sep 30, 26	+558	0.01%
Asempa Wealth Advisors	2.80K	Sep 30, 26	+3	0.01%
CFS Investment Advisory Services, LLC	2.72K	Sep 30, 26	-74	0.01%
DAHRING \| CUSMANO LLC	2.67K	Sep 30, 26	-34	0.01%
FC Advisory LLC	2.64K	Sep 30, 26	--	0.01%
Procyon Advisors, LLC	2.60K	Sep 30, 26	--	0.01%
Opal Wealth Advisors, LLC	2.57K	Sep 30, 26	--	0.01%
Independent Wealth Network Inc.	2.55K	Sep 30, 26	-24	0.01%
AMERICAN NATIONAL BANK & TRUST	2.51K	Sep 30, 26	--	0.01%
Fiduciary Alliance LLC	2.46K	Sep 30, 26	+25	0.01%
Cornerstone Wealth Management, LLC	2.42K	Sep 30, 26	--	0.01%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	2.41K	Sep 30, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.36K	Sep 30, 26	--	0.01%
Parallel Advisors, LLC	2.35K	Sep 30, 26	+8	0.01%
Breakwater Capital Group	2.33K	Sep 30, 26	-38	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	2.29K	Sep 30, 26	+96	0.01%
SAGE FINANCIAL GROUP INC	2.27K	Sep 30, 26	--	0.01%
Clear Creek Financial Management, LLC	2.25K	Sep 30, 26	+104	0.01%
Granite Investment Partners, LLC	2.21K	Sep 30, 26	--	0.01%
Christensen, King & Associates Investment Services, Inc.	2.19K	Sep 30, 26	+2.19K	0.01%
Western Wealth Management, LLC	2.19K	Sep 30, 26	+150	0.01%
City State Bank	2.15K	Sep 30, 26	--	0.00%
CX Institutional	2.06K	Sep 30, 26	-31	0.00%
Financial Perspectives, Inc	1.94K	Sep 30, 26	+370	0.00%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	1.79K	Sep 30, 26	+1.79K	0.00%
FIRST HORIZON CORP	1.63K	Sep 30, 26	--	0.00%
Owl Creek Wealth Partners LLC	1.55K	Sep 30, 26	--	0.00%
TD PRIVATE CLIENT WEALTH LLC	1.39K	Sep 30, 26	-392	0.00%
Provenance Wealth Advisors, LLC	1.03K	Sep 30, 26	--	0.00%
Triumph Capital Management	1.01K	Sep 30, 26	+1.01K	0.00%
Rossby Financial, LCC	908	Sep 30, 26	+908	0.00%
Moisand Fitzgerald Tamayo, LLC	774	Sep 30, 26	--	0.00%
Greykasell Wealth Strategies, Inc.	731	Sep 30, 26	--	0.00%
SFAM, LLC	635	Sep 30, 26	-94	0.00%
GGM Financial LLC	538	Sep 30, 26	+1	0.00%
RICHARDS, MERRILL & PETERSON, INC.	510	Sep 30, 26	--	0.00%
Salomon & Ludwin, LLC	488	Sep 30, 26	--	0.00%
Kingdom Financial Group LLC.	466	Sep 30, 26	+466	0.00%
Capital Advisors, Ltd. LLC	453	Sep 30, 26	--	0.00%
Mosley Wealth Management	449	Sep 30, 26	+1	0.00%
Oakworth Capital, Inc.	420	Sep 30, 26	--	0.00%
St. Johns Investment Management Company, LLC	358	Sep 30, 26	-42	0.00%
Quaker Wealth Management, LLC	339	Sep 30, 26	+1	0.00%
LANARK FINANCIAL, INC.	323	Sep 30, 26	-35	0.00%
Ashton Thomas Private Wealth, LLC	318	Sep 30, 26	--	0.00%
YANKCOM Partnership	300	Sep 30, 26	--	0.00%
FINANCIAL CONSULATE, INC	297	Sep 30, 26	--	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	225	Sep 30, 26	--	0.00%
ELEVATION WEALTH PARTNERS, LLC	223	Sep 30, 26	+1	0.00%
EASTERN BANK	222	Sep 30, 26	--	0.00%
BAYBAN	220	Sep 30, 26	--	0.00%
HOEY INVESTMENTS, INC	171	Sep 30, 26	--	0.00%
Russell Investments Group, Ltd.	153	Sep 30, 26	-130	0.00%
CENTRAL TRUST Co	122	Sep 30, 26	--	0.00%
Cedar Mountain Advisors, LLC	121	Sep 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	105	Sep 30, 26	--	0.00%
COUNTRY TRUST BANK	89	Sep 30, 26	+89	0.00%
Spire Wealth Management	88	Sep 30, 26	-360	0.00%
Pinnacle Bancorp, Inc.	88	Sep 30, 26	--	0.00%
Abound Wealth Management	87	Sep 30, 26	--	0.00%
Barnes Dennig Private Wealth Management LLC	78	Sep 30, 26	--	0.00%
Asset Dedication, LLC	67	Sep 30, 26	+18	0.00%
TRUST CO OF TOLEDO NA /OH/	63	Sep 30, 26	--	0.00%
SIGNATUREFD, LLC	60	Sep 30, 26	--	0.00%
Main Street Group, LTD	55	Sep 30, 26	--	0.00%
EPG Wealth Management LLC	48	Sep 30, 26	--	0.00%
BFSG, LLC	44	Sep 30, 26	--	0.00%
Keystone Financial Group, Inc.	40	Sep 30, 26	--	0.00%
Lloyd Advisory Services, LLC.	36	Sep 30, 26	--	0.00%
GK Wealth Management LLC	30	Sep 30, 26	+30	0.00%
CoreCap Advisors, LLC	24	Sep 30, 26	+23	0.00%
Central Pacific Bank - Trust Division	18	Sep 30, 26	--	0.00%
Register Financial Advisors LLC	9	Sep 30, 26	+9	0.00%
Morton Brown Family Wealth, LLC	5	Sep 30, 26	--	0.00%
Signature Equity Partners, LLC	5	Sep 30, 26	--	0.00%
TSFG, LLC	--	Sep 30, 26	-517	--
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	--	Sep 30, 26	-1	--
Carolina Wealth Management Inc	--	Sep 30, 26	-2.09K	--
Concord Wealth Partners	--	Sep 30, 26	-1.12K	--
Signature Resources Capital Management, LLC	--	Sep 30, 26	-2	--
Provident Wealth Management, LLC	--	Sep 30, 26	-1	--
BankPlus Trust Department	--	Sep 30, 26	-1.75K	--
MCF Advisors LLC	--	Sep 30, 26	-550	--
NBT BANK, N.A.	--	Sep 30, 26	-1.65K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Sep 30, 26	-17.63K	--
rebel Financial LLC	--	Sep 30, 26	-4.86K	--
Key FInancial Inc	--	Sep 30, 26	-36	--
Lido Advisors, LLC	--	Sep 30, 26	-2.68K	--
Nemes Rush Group LLC	--	Sep 30, 26	-367	--
Physician Wealth Advisors, Inc.	--	Sep 30, 26	-26	--
Telos Capital Management, Inc.	--	Sep 30, 26	-2.13K	--
Sagace Wealth Management LLC	--	Sep 30, 26	-2.64K	--
Brooklyn FI, LLC	--	Sep 30, 26	-31	--
MORGAN STANLEY	1.32M	Jun 30, 26	+37.24K	3.04%
RAYMOND JAMES FINANCIAL INC	1.14M	Jun 30, 26	+114.77K	2.63%
AMERIPRISE FINANCIAL INC	1.02M	Jun 30, 26	+90.83K	2.36%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	993.16K	Jun 30, 26	+165.79K	2.30%
Cetera Investment Advisers	970.84K	Jun 30, 26	+27.27K	2.24%
BANK OF AMERICA CORP /DE/	577.87K	Jun 30, 26	+10.28K	1.34%
OSAIC HOLDINGS, INC.	542.97K	Jun 30, 26	+58.74K	1.26%
UBS Group AG	440.63K	Jun 30, 26	-7.87K	1.02%
Mariner, LLC	436.06K	Jun 30, 26	-41.12K	1.01%
WELLS FARGO & COMPANY/MN	422.53K	Jun 30, 26	+8.80K	0.98%
Arax Advisory Partners	305.92K	Jun 30, 26	+16.63K	0.71%
ROYAL BANK OF CANADA	212.86K	Jun 30, 26	-56.56K	0.49%
Vestmark Advisory Solutions, Inc.	144.17K	Jun 30, 26	+6.93K	0.33%
ENVESTNET ASSET MANAGEMENT INC	144.11K	Jun 30, 26	-17.87K	0.33%
Integrated Investment Consultants, LLC	136.47K	Jun 30, 26	+3.40K	0.32%
WELLINGTON MANAGEMENT GROUP LLP	122.95K	Jun 30, 26	+122.95K	0.28%
Wood Tarver Financial Group, LLC	113.38K	Jun 30, 26	+6.13K	0.26%
Tandem Financial, LLC	112.51K	Jun 30, 26	+5.03K	0.26%
NewEdge Advisors, LLC	109.20K	Jun 30, 26	+16.58K	0.25%
Equitable Holdings, Inc.	98.56K	Jun 30, 26	-108.29K	0.23%
Steward Partners Investment Advisory, LLC	90.52K	Jun 30, 26	-8.96K	0.21%
SILVER OAK WEALTH ADVISORS SERVICES, LLC	84.47K	Jun 30, 26	-3.97K	0.20%
Private Advisor Group, LLC	83.53K	Jun 30, 26	+11.43K	0.19%
DENVER WEALTH MANAGEMENT, INC.	72.75K	Jun 30, 26	+13.15K	0.17%
JPMORGAN CHASE & CO	71.22K	Jun 30, 26	-20.65K	0.16%
CASTLE WEALTH MANAGEMENT LLC	66.11K	Jun 30, 26	+446	0.15%
MML INVESTORS SERVICES, LLC	65.23K	Jun 30, 26	+11.82K	0.15%
Premier Private Wealth Management LLC	65.03K	Jun 30, 26	+7.74K	0.15%
American Trust	56.43K	Jun 30, 26	-5.60K	0.13%
JONES FINANCIAL COMPANIES LLLP	55.40K	Jun 30, 26	+17.45K	0.13%
&PARTNERS	51.76K	Jun 30, 26	-2.40K	0.12%
Faithward Advisors, LLC	51.75K	Jun 30, 26	+29.44K	0.12%
NWAM LLC	49.61K	Jun 30, 26	-2.34K	0.11%
Janney Montgomery Scott LLC	48.89K	Jun 30, 26	-1.14K	0.11%
BLAIR WILLIAM & CO/IL	48.13K	Jun 30, 26	+5.84K	0.11%
Prospect Financial Services LLC	46.86K	Jun 30, 26	+8.94K	0.11%
Horizon Family Wealth, Inc.	40.54K	Jun 30, 26	-93	0.09%
HighTower Advisors, LLC	31.47K	Jun 30, 26	-1.67K	0.07%
Integrated Wealth Concepts LLC	30.97K	Jun 30, 26	-1.26K	0.07%
Kingsview Wealth Management, LLC	30.11K	Jun 30, 26	-201	0.07%
Balanced Rock Investment Advisors LLC	29.81K	Jun 30, 26	+29.81K	0.07%
LRI Investments, LLC	29.73K	Jun 30, 26	--	0.07%
PRINCIPAL SECURITIES, INC.	28.91K	Jun 30, 26	-221	0.07%
Horizon Investment Services, LLC	27.88K	Jun 30, 26	+948	0.06%
MERCER GLOBAL ADVISORS INC /ADV	24.15K	Jun 30, 26	-2.58K	0.06%
CIBC Bancorp USA Inc.	22.57K	Jun 30, 26	+3.62K	0.05%
Hilltop Holdings Inc.	22.53K	Jun 30, 26	+188	0.05%
GOLDMAN SACHS GROUP INC	22.34K	Jun 30, 26	-3.75K	0.05%
Ausdal Financial Partners, Inc.	21.89K	Jun 30, 26	+1.76K	0.05%
FMR LLC	20.65K	Jun 30, 26	+2.29K	0.05%
Betterment LLC	19.18K	Jun 30, 26	-1.12K	0.04%
LIBERTY SQUARE WEALTH PARTNERS LLC	18.72K	Jun 30, 26	-1.97K	0.04%
Global Retirement Partners, LLC	18.56K	Jun 30, 26	+18.56K	0.04%
Stratos Wealth Partners, LTD.	18.40K	Jun 30, 26	+1.03K	0.04%
NATIXIS ADVISORS, LLC	17.55K	Jun 30, 26	+3.85K	0.04%
Perissos Private Wealth Management, LLC	17.08K	Jun 30, 26	-168	0.04%
SILVER OAK SECURITIES, INCORPORATED	15.73K	Jun 30, 26	-6	0.04%
IEQ CAPITAL, LLC	14.37K	Jun 30, 26	--	0.03%
HARBOUR INVESTMENTS, INC.	13.40K	Jun 30, 26	-452	0.03%
OneDigital Investment Advisors LLC	13.23K	Jun 30, 26	-411	0.03%
PACIFIC SUN FINANCIAL CORP	13.22K	Jun 30, 26	+30	0.03%
BENJAMIN EDWARDS INC	12.44K	Jun 30, 26	+17	0.03%
Capital Analysts, LLC	12.43K	Jun 30, 26	+322	0.03%
STIFEL FINANCIAL CORP	12.00K	Jun 30, 26	-425	0.03%
CAPTRUST FINANCIAL ADVISORS	11.35K	Jun 30, 26	-55	0.03%
Cresset Asset Management, LLC	11.11K	Jun 30, 26	--	0.03%
Madison Wealth Partners, Inc	10.89K	Jun 30, 26	+200	0.03%
MAI Capital Management	10.57K	Jun 30, 26	+1.73K	0.02%
Ponta Wealth Partners, LLC	9.77K	Jun 30, 26	--	0.02%
KEYVANTAGE WEALTH, LLC	9.31K	Jun 30, 26	-83	0.02%
Truepoint, Inc.	9.15K	Jun 30, 26	-1.73K	0.02%
Regal Investment Advisors LLC	8.94K	Jun 30, 26	-12	0.02%
IHT Wealth Management, LLC	8.90K	Jun 30, 26	+10	0.02%
Mutual Advisors, LLC	8.75K	Jun 30, 26	+361	0.02%
Corient Private Wealth LP	8.62K	Jun 30, 26	-803	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	8.42K	Jun 30, 26	+1.51K	0.02%
Nuveen, LLC	8.21K	Jun 30, 26	+8.21K	0.02%
Gladstone Institutional Advisory LLC	8.04K	Jun 30, 26	+59	0.02%
MARIPAU WEALTH MANAGEMENT LLC	8.02K	Jun 30, 26	+1.41K	0.02%
Advisory Services Network, LLC	7.52K	Jun 30, 26	-140	0.02%
World Investment Advisors	7.12K	Jun 30, 26	-2.02K	0.02%
Geneos Wealth Management Inc.	7.08K	Jun 30, 26	+2	0.02%
Nova Wealth Management, Inc.	6.69K	Jun 30, 26	-3.54K	0.02%
Quantinno Capital Management LP	6.57K	Jun 30, 26	+6.57K	0.02%
BANK OF MONTREAL /CAN/	6.47K	Jun 30, 26	--	0.01%
BFC Planning, Inc.	6.31K	Jun 30, 26	+2.35K	0.01%
Clearbridge Investments, LLC	6.17K	Jun 30, 26	-630	0.01%
IFG Advisory, LLC	5.95K	Jun 30, 26	+5.95K	0.01%
WealthTrak Capital Management LLC	5.83K	Jun 30, 26	-84	0.01%
GWN SECURITIES INC.	5.60K	Jun 30, 26	+353	0.01%
TRANSCEND CAPITAL ADVISORS, LLC	5.12K	Jun 30, 26	-169	0.01%
Pinnacle Financial Partners, Inc.	4.77K	Jun 30, 26	-96	0.01%
BLALOCK WILLIAMS, LLC	4.70K	Jun 30, 26	--	0.01%
American Money Management, LLC	4.63K	Jun 30, 26	--	0.01%
Asset Management Group, Inc.	4.57K	Jun 30, 26	+5	0.01%
Everstar Asset Management, LLC	4.56K	Jun 30, 26	-16	0.01%
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.	4.46K	Jun 30, 26	-100	0.01%
Ameritas Advisory Services, LLC	4.19K	Jun 30, 26	+4.19K	0.01%
LIBERTY WEALTH MANAGEMENT LLC	4.03K	Jun 30, 26	--	0.01%
Modern Wealth Management, LLC	4.00K	Jun 30, 26	+329	0.01%
AQR CAPITAL MANAGEMENT LLC	3.95K	Jun 30, 26	+1.15K	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	3.64K	Jun 30, 26	+3.64K	0.01%
Cerity Partners LLC	3.62K	Jun 30, 26	-719	0.01%
Focus Partners Wealth	3.50K	Jun 30, 26	-5.24K	0.01%
Brand Asset Management Group, Inc.	3.49K	Jun 30, 26	--	0.01%
Meeder Advisory Services, Inc.	3.49K	Jun 30, 26	--	0.01%
Orion Porfolio Solutions, LLC	3.48K	Jun 30, 26	--	0.01%
Keating Financial Advisory Services, Inc.	3.40K	Jun 30, 26	--	0.01%
JOHNSON INVESTMENT COUNSEL INC	3.40K	Jun 30, 26	+125	0.01%
DELTA ASSET MANAGEMENT LLC/TN	3.36K	Jun 30, 26	--	0.01%
STEPHENS INC /AR/	3.30K	Jun 30, 26	+1	0.01%
Strategic Financial Concepts, LLC	3.24K	Jun 30, 26	-142	0.01%
Bogart Wealth, LLC	3.22K	Jun 30, 26	+404	0.01%
Sanctuary Advisors, LLC	3.20K	Jun 30, 26	--	0.01%
Baird Financial Group, Inc.	3.15K	Jun 30, 26	-45	0.01%
LEGACY CAPITAL WEALTH MANAGEMENT, LLC	3.15K	Jun 30, 26	+3.15K	0.01%
Smartleaf Asset Management LLC	3.07K	Jun 30, 26	--	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.78K	Jun 30, 26	+412	0.01%
Landing Point Financial Group, LLC	2.72K	Jun 30, 26	--	0.01%
CreativeOne Wealth, LLC	2.67K	Jun 30, 26	-151	0.01%
EP Wealth Advisors, LLC	2.59K	Jun 30, 26	+2.59K	0.01%
Kovack Advisors, Inc.	2.44K	Jun 30, 26	+2.44K	0.01%
Gotham Asset Management, LLC	2.43K	Jun 30, 26	+2.43K	0.01%
Belpointe Asset Management LLC	2.37K	Jun 30, 26	-8.06K	0.01%
Fortis Capital Advisors, LLC	2.37K	Jun 30, 26	+2.37K	0.01%
PACES FERRY WEALTH ADVISORS, LLC	2.32K	Jun 30, 26	+2.32K	0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC	2.29K	Jun 30, 26	+2.29K	0.01%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	2.19K	Jun 30, 26	+2.19K	0.01%
Lansing Street Advisors	2.16K	Jun 30, 26	+2.16K	0.00%
Beacon Pointe Advisors, LLC	2.15K	Jun 30, 26	+2.15K	0.00%
Tanglewood Legacy Advisors, LLC	2.09K	Jun 30, 26	--	0.00%
Keel Point, LLC	2.08K	Jun 30, 26	-961	0.00%
Nvest Financial, LLC	2.06K	Jun 30, 26	+2.06K	0.00%
Proactive Wealth Strategies LLC	2.06K	Jun 30, 26	+2.06K	0.00%
Western Wealth Management, LLC	2.04K	Jun 30, 26	+56	0.00%
CENTAURUS FINANCIAL, INC.	1.47K	Jun 30, 26	--	0.00%
AE Wealth Management LLC	1.31K	Jun 30, 26	-17.27K	0.00%
Synergy Investment Management, LLC	980	Jun 30, 26	--	0.00%
FRANKLIN TEMPLETON INC	956	Jun 30, 26	--	0.00%
Rockefeller Capital Management L.P.	901	Jun 30, 26	+34	0.00%
HUNTINGTON NATIONAL BANK	813	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	807	Jun 30, 26	+35	0.00%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	790	Jun 30, 26	-390	0.00%
Greykasell Wealth Strategies, Inc.	731	Jun 30, 26	--	0.00%
TD Capital Management LLC	725	Jun 30, 26	--	0.00%
WHITTIER TRUST CO	662	Jun 30, 26	+422	0.00%
Operose Advisors LLC	659	Jun 30, 26	-229	0.00%
Basepoint Wealth LLC	592	Jun 30, 26	+1	0.00%
BlackRock, Inc.	500	Jun 30, 26	+500	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	400	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	386	Jun 30, 26	-50	0.00%
Godfrey Financial Associates, Inc.	313	Jun 30, 26	--	0.00%
Three Bearings Fiduciary Advisors, Inc.	305	Jun 30, 26	--	0.00%
Cornerstone Financial Management LLC	287	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	210	Jun 30, 26	--	0.00%
Caitlin John, LLC	200	Jun 30, 26	+98	0.00%
Medallion Wealth Advisors, LLC	139	Jun 30, 26	+139	0.00%
BOK Financial Private Wealth, Inc.	64	Jun 30, 26	--	0.00%
Transamerica Financial Advisors, LLC	61	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	38	Jun 30, 26	--	0.00%
one8zero8, LLC	30	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	28	Jun 30, 26	+28	0.00%
Aptus Capital Advisors, LLC	18	Jun 30, 26	--	0.00%
JANE STREET GROUP, LLC	--	Jun 30, 26	-26.37K	--
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	--	Jun 30, 26	-5.84K	--
Independent Advisor Alliance	--	Jun 30, 26	-9.44K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-4.42K	--
Avalon Trust Co	--	Jun 30, 26	-1.20K	--
GTS SECURITIES LLC	--	Jun 30, 26	-10.83K	--
EVOLVE PRIVATE WEALTH, LLC	--	Jun 30, 26	-6.99K	--
Innovative Asset Advisors Group, LLC	--	Jun 30, 26	-54	--
PROTECTIVE LIFE CORP	--	Jun 30, 26	-105	--
HRT FINANCIAL LP	--	Jun 30, 26	-17.67K	--
CWM, LLC	116.41K	Mar 31, 26	-79.81K	0.27%
Marmo Financial Group, LLC	38.94K	Mar 31, 26	-598	0.09%
Brooklyn Investment Group	5.08K	Mar 31, 26	+1.71K	0.01%
Evanson Asset Management, LLC	3.00K	Mar 31, 26	--	0.01%
ROVIN CAPITAL /UT/ /ADV	46.61K	Dec 31, 25	+2.67K	0.11%
CIBC Private Wealth Group LLC	16.72K	Dec 31, 25	+10.81K	0.04%
COMERICA BANK	11.84K	Dec 31, 25	-8.15K	0.03%
Edge Financial Advisors LLC	4.12K	Dec 31, 25	-99	0.01%
High Falls Advisors, Inc	3.50K	Dec 31, 25	--	0.01%
MGB Wealth Management, LLC	1.65K	Dec 31, 25	+354	0.00%
ORG Partners LLC	151	Dec 31, 25	--	0.00%
Full Sail Capital, LLC	11.52K	Sep 30, 25	--	0.03%
Burt Wealth Advisors	9.50K	Sep 30, 25	--	0.02%
PINNACLE FINANCIAL PARTNERS INC	3.54K	Sep 30, 25	--	0.01%
Pineridge Advisors LLC	--	Sep 30, 25	-56	--
WOLVERINE TRADING, LLC	--	Sep 30, 25	-3.28K	--
AVANTAX ADVISORY SERVICES, INC.	541.32K	Jun 30, 25	-4.80K	1.25%
Congress Wealth Management LLC / DE /	76.06K	Jun 30, 25	+76.06K	0.18%
FORTE CAPITAL LLC /ADV	68.99K	Jun 30, 25	+5.16K	0.16%
Atria Wealth Solutions, Inc.	14.82K	Jun 30, 25	+638	0.03%
First Horizon Advisors, Inc.	8.95K	Jun 30, 25	-18	0.02%
PrairieView Partners, LLC	42	Jun 30, 25	--	0.00%
Wolf Group Capital Advisors	73.82K	Mar 31, 25	-319	0.17%
Orion Portfolio Solutions, LLC	3.48K	Mar 31, 25	--	0.01%
Sandy Spring Bank	52	Mar 31, 25	+52	0.00%
WR Wealth Planners, LLC	12.30K	Dec 31, 24	-1.88K	0.03%
TAP Consulting, LLC	4.91K	Dec 31, 24	+10	0.01%
Quantitative Strategies, Inc.	3.12K	Dec 31, 24	+3.12K	0.01%
PRIVATE CAPITAL MANAGEMENT LLC	--	Dec 31, 24	-1.54K	--
Raymond James Financial Services Advisors, Inc.	695.78K	Sep 30, 24	+43.48K	1.61%
RAYMOND JAMES & ASSOCIATES	134.15K	Sep 30, 24	+14.70K	0.31%
ETFIDEA, LLC	119.04K	Sep 30, 24	--	0.28%
CEDRUS LLC	103.51K	Sep 30, 24	+7.98K	0.24%
RAYMOND JAMES TRUST N.A.	9.21K	Sep 30, 24	-1.08K	0.02%
Aspire Wealth Management Corp	2.14K	Sep 30, 24	+33	0.00%
M&R CAPITAL MANAGEMENT INC	1.09K	Sep 30, 24	+594	0.00%
First Personal Financial Services	114	Sep 30, 24	--	0.00%
Arden Trust Co	26.66K	Jun 30, 24	--	0.06%
BENJAMIN F. EDWARDS & COMPANY, INC.	5.02K	Jun 30, 24	-11	0.01%
Cetera Advisor Networks LLC	156.72K	Mar 31, 24	-4.74K	0.36%
Eudaimonia Partners, LLC	41.06K	Mar 31, 24	+3.80K	0.09%
Cetera Advisors LLC	19.37K	Mar 31, 24	+9.11K	0.04%
KLR INVESTMENT ADVISORS, LLC	12.40K	Mar 31, 24	+12.40K	0.03%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	3.89K	Mar 31, 24	-280	0.01%
FOCUS FINANCIAL NETWORK INC /ADV	18.77K	Dec 31, 23	+18.77K	0.04%
DFPG INVESTMENTS, LLC	16.62K	Dec 31, 23	-81	0.04%
DB Wealth Management Group, LLC	6.39K	Dec 31, 23	-1.24K	0.01%
Bartlett & Co. LLC	1.00K	Dec 31, 23	+1.00K	0.00%
Baystate Wealth Management LLC	693	Dec 31, 23	+4	0.00%
BEDEL FINANCIAL CONSULTING INC	79.55K	Sep 30, 23	+79.55K	0.18%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	53.38K	Sep 30, 23	-3.60K	0.12%
PATHSTONE FAMILY OFFICE, LLC	11.31K	Sep 30, 23	+1.71K	0.03%
Windsor Group LTD	9.88K	Sep 30, 23	--	0.02%
LEO BROKERAGE, LLC	33.70K	Jun 30, 23	-587	0.08%
HARVEST GROUP WEALTH MANAGEMENT, LLC	66.14K	Mar 31, 23	+4.50K	0.15%
ASSET MANAGEMENT CORP /IL/ /ADV	4.14K	Mar 31, 23	+104	0.01%
Laurel Wealth Advisors, Inc.	16.39K	Dec 31, 22	+358	0.04%
ACG Wealth	73.94K	Sep 30, 22	+3.43K	0.17%
Surevest, LLC	49.75K	Sep 30, 22	+3.79K	0.12%
American Portfolios Advisors	27.47K	Sep 30, 22	+1.82K	0.06%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	24.46K	Sep 30, 22	-2.11K	0.06%
LFS ASSET MANAGEMENT	--	Sep 30, 22	-4.01K	--
Brightworth	--	Sep 30, 22	-19.89K	--
Titus Wealth Management	4.60K	Jun 30, 22	--	0.01%
Swaine & Leidel Wealth Services, LLC	2.63K	Mar 31, 22	+2.63K	0.01%
Meristem Family Wealth, LLC	--	Mar 31, 22	-4.80K	--
NEXT Financial Group, Inc	194	Dec 31, 21	--	0.00%
Resource Management, LLC	--	Dec 31, 21	-4.05K	--
Ameritas Investment Company, LLC	24.88K	Sep 30, 21	+24.88K	0.06%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	5.11K	Sep 30, 21	-108	0.01%
LEVEL FOUR FINANCIAL, LLC	3.47K	Sep 30, 21	-14	0.01%
KAYS FINANCIAL ADVISORY CORP /ADV	2.51K	Sep 30, 20	-163	0.01%
Starfire Investment Advisers, Inc.	4.68K	Jun 30, 20	+1	0.01%
TRUEWEALTH LLC	531	Jun 30, 20	+315	0.00%
Lenox Wealth Management, Inc.	--	Jun 30, 20	-1	--
Advisor Group, Inc.	7.33K	Dec 31, 19	-16.37K	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	3.37K	Dec 31, 19	-868	0.01%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	--	Sep 30, 19	-839	--
NEXT Financial Holdings	15	Mar 31, 19	+15	0.00%
Commonwealth Equity Services, Inc	6.67K	Jun 30, 17	-227	0.02%
Independent Portfolio Consultants, Inc.	1.09K	Jun 30, 17	--	0.00%
MSI Financial Services Inc	1.28K	Dec 31, 16	-148	0.00%
SOCIETE GENERALE	3.40K	Jun 30, 16	+3.40K	0.01%
Investors Capital Advisory Services	1.72K	Jun 30, 16	-1.46K	0.00%
ATHERTON LANE ADVISERS, LLC	3.73K	Dec 31, 15	-50	0.01%
MID CONTINENT CAPITAL LLC/IL	5.05K	Sep 30, 15	+3.55K	0.01%
UBS AG	27.21K	Sep 30, 14	+2.98K	0.06%
Signator Financial Services, Inc.	700	Sep 30, 13	--	0.00%
KNIGHT CAPITAL GROUP LLC	2.32K	Jun 30, 13	-1.07K	0.01%
First Allied Securities, Inc.	29.37K	Jun 30, 12	-374	0.07%