JPMorgan ActiveBuilders Emerging Markets Equity ETF(JEMA)

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JPMorgan ActiveBuilders Emerging Markets Equity ETF(JEMA)

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$61.26—

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JEMA(JEMA)

JEMA

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Institutional Ownership

Top 143 Institutional Holders

Holder	Shares	Date	Change	% Held
JPMORGAN CHASE & CO	15.83M	Jun 30, 26	+317.60K	54.37%
MORGAN STANLEY	1.80M	Jun 30, 26	-1.68M	6.18%
Lido Advisors, LLC	773.44K	Jun 30, 26	+287.93K	2.66%
LPL Financial LLC	758.30K	Jun 30, 26	+412.89K	2.60%
Janney Montgomery Scott LLC	709.31K	Jun 30, 26	-26.81K	2.44%
Vestmark Advisory Solutions, Inc.	682.82K	Jun 30, 26	-59	2.35%
WNY Asset Management, LLC	611.25K	Jun 30, 26	+27.89K	2.10%
KELLY FINANCIAL GROUP LLC	490.23K	Jun 30, 26	+6.41K	1.68%
Pallas Capital Advisors LLC	413.25K	Jun 30, 26	+20.31K	1.42%
BURKETT FINANCIAL SERVICES, LLC	347.31K	Jun 30, 26	+346.47K	1.19%
DAYMARK WEALTH PARTNERS, LLC	253.31K	Jun 30, 26	+31.08K	0.87%
ENVESTNET ASSET MANAGEMENT INC	210.94K	Jun 30, 26	+18.81K	0.72%
Wagner Wealth Management, LLC	191.77K	Jun 30, 26	+207	0.66%
Cetera Investment Advisers	190.21K	Jun 30, 26	+69.05K	0.65%
Advantage Trust Co	185.95K	Jun 30, 26	+11.53K	0.64%
UBS ASSET MANAGEMENT AMERICAS INC	160.22K	Jun 30, 26	--	0.55%
WJ Wealth Management, LLC	121.85K	Jun 30, 26	+7.87K	0.42%
Perigon Wealth Management, LLC	116.75K	Jun 30, 26	+16.31K	0.40%
JANE STREET GROUP, LLC	116.14K	Jun 30, 26	-255.14K	0.40%
JONES FINANCIAL COMPANIES LLLP	113.99K	Jun 30, 26	+40.03K	0.39%
ADVISOR GROUP HOLDINGS, INC.	111.12K	Jun 30, 26	+58.28K	0.38%
OLD MISSION CAPITAL LLC	76.74K	Jun 30, 26	-66.44K	0.26%
NATIONAL BANK OF CANADA /FI/	70.50K	Jun 30, 26	-57.00K	0.24%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	65.44K	Jun 30, 26	-64.09K	0.22%
Wayfinding Financial, LLC	58.97K	Jun 30, 26	+47.11K	0.20%
5T Wealth, LLC	53.07K	Jun 30, 26	-1.66K	0.18%
Integrated Wealth Concepts LLC	52.12K	Jun 30, 26	+47.03K	0.18%
WILEY BROS.-AINTREE CAPITAL, LLC	47.47K	Jun 30, 26	+1.28K	0.16%
NewEdge Wealth, LLC	41.29K	Jun 30, 26	-3.49K	0.14%
COMMONWEALTH EQUITY SERVICES, LLC	40.56K	Jun 30, 26	+3.16K	0.14%
M Holdings Securities, Inc.	35.84K	Jun 30, 26	+568	0.12%
Centennial Bank/AR/	34.47K	Jun 30, 26	+349	0.12%
MML INVESTORS SERVICES, LLC	33.28K	Jun 30, 26	+5.39K	0.11%
CITADEL ADVISORS LLC	33.28K	Jun 30, 26	+15.87K	0.11%
Kestra Advisory Services, LLC	29.93K	Jun 30, 26	+1.98K	0.10%
Nearwater Capital Markets, Ltd	28.00K	Jun 30, 26	+28.00K	0.10%
Formidable Asset Management, LLC	26.00K	Jun 30, 26	+26.00K	0.09%
Fortitude Financial, LLC	25.89K	Jun 30, 26	+2.69K	0.09%
Hopwood Nicholas Hunter	25.29K	Jun 30, 26	+686	0.09%
GOLDMAN SACHS GROUP INC	23.36K	Jun 30, 26	+3.67K	0.08%
STIFEL FINANCIAL CORP	23.01K	Jun 30, 26	-183	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	22.79K	Jun 30, 26	+2.87K	0.08%
TBH Global Asset Management, LLC	22.34K	Jun 30, 26	+1.57K	0.08%
Merited Wealth, LLC	21.63K	Jun 30, 26	+6.34K	0.07%
First Bank & Trust	21.43K	Jun 30, 26	+2.49K	0.07%
NATIXIS ADVISORS, L.P.	21.40K	Jun 30, 26	+7.02K	0.07%
Nautilus Advisors LLC	20.56K	Jun 30, 26	+226	0.07%
UNIQUE WEALTH, LLC	19.38K	Jun 30, 26	+6.89K	0.07%
CreativeOne Wealth, LLC	19.23K	Jun 30, 26	-2.34K	0.07%
Farther Finance Advisors, LLC	18.10K	Jun 30, 26	+12.48K	0.06%
Sanctuary Advisors, LLC	16.83K	Jun 30, 26	-86	0.06%
Capital Analysts, LLC	16.01K	Jun 30, 26	+5.72K	0.05%
RAYMOND JAMES FINANCIAL INC	15.84K	Jun 30, 26	+8.47K	0.05%
Rockefeller Capital Management L.P.	14.68K	Jun 30, 26	+971	0.05%
MASSMUTUAL TRUST CO FSB/ADV	13.45K	Jun 30, 26	-2.51K	0.05%
Vise Technologies, Inc.	12.23K	Jun 30, 26	+12.23K	0.04%
Saxony Capital Management, LLC	12.14K	Jun 30, 26	-528	0.04%
3Chopt Investment Partners, LLC	11.69K	Jun 30, 26	-693	0.04%
NewEdge Advisors, LLC	11.25K	Jun 30, 26	-3.81K	0.04%
Financial Services Advisory Inc	10.52K	Jun 30, 26	+10.52K	0.04%
LAKE STREET FINANCIAL LLC	10.38K	Jun 30, 26	-1.31K	0.04%
Elevation Wealth Management LLC	10.07K	Jun 30, 26	-786	0.03%
Kingsview Wealth Management, LLC	8.38K	Jun 30, 26	+5	0.03%
Miracle Mile Advisors, LLC	8.26K	Jun 30, 26	-109	0.03%
ROYAL BANK OF CANADA	8.16K	Jun 30, 26	+2.60K	0.03%
Ascent Group, LLC	8.15K	Jun 30, 26	-622	0.03%
BENJAMIN EDWARDS INC	8.13K	Jun 30, 26	+8.13K	0.03%
Advisory Alpha, LLC	7.43K	Jun 30, 26	+7.43K	0.03%
IFP Advisors, Inc	7.34K	Jun 30, 26	+921	0.03%
STEPHENS INC /AR/	6.70K	Jun 30, 26	-1.80K	0.02%
AdvisorNet Financial, Inc	5.48K	Jun 30, 26	+745	0.02%
Dynamic Advisor Solutions LLC	5.19K	Jun 30, 26	--	0.02%
Cambridge Investment Research Advisors, Inc.	5.18K	Jun 30, 26	+5.18K	0.02%
HighTower Advisors, LLC	5.08K	Jun 30, 26	-221	0.02%
FIRETHORN WEALTH PARTNERS, LLC	4.86K	Jun 30, 26	-538	0.02%
GeoWealth Management, LLC	4.80K	Jun 30, 26	-230	0.02%
MN Wealth Advisors, LLC	4.70K	Jun 30, 26	-81	0.02%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	4.67K	Jun 30, 26	+747	0.02%
Emergent Wealth Advisors, LLC	4.21K	Jun 30, 26	-44	0.01%
BIP Wealth, LLC	3.87K	Jun 30, 26	--	0.01%
Triad Wealth Partners, LLC	3.82K	Jun 30, 26	+3.82K	0.01%
ENDEAVOR PRIVATE WEALTH, INC.	3.75K	Jun 30, 26	+3.75K	0.01%
Qube Research & Technologies Ltd	3.30K	Jun 30, 26	+3.30K	0.01%
UBS Group AG	3.29K	Jun 30, 26	+2.11K	0.01%
Seneca House Advisors	3.26K	Jun 30, 26	+3.26K	0.01%
Equitable Holdings, Inc.	3.21K	Jun 30, 26	+3.21K	0.01%
Ignite Planners, LLC	3.17K	Jun 30, 26	+3.17K	0.01%
WHITTIER TRUST CO OF NEVADA INC	2.03K	Jun 30, 26	--	0.01%
Tripletail Wealth Management, LLC	1.74K	Jun 30, 26	-16	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	1.24K	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	1.24K	Jun 30, 26	--	0.00%
WELLS FARGO & COMPANY/MN	968	Jun 30, 26	+271	0.00%
Geneos Wealth Management Inc.	816	Jun 30, 26	-1.92K	0.00%
MERCER GLOBAL ADVISORS INC /ADV	775	Jun 30, 26	+775	0.00%
Aptus Capital Advisors, LLC	756	Jun 30, 26	--	0.00%
ASSETMARK, INC	640	Jun 30, 26	--	0.00%
OAK HARBOR WEALTH PARTNERS, LLC	588	Jun 30, 26	+86	0.00%
Global Retirement Partners, LLC	481	Jun 30, 26	+481	0.00%
Steward Partners Investment Advisory, LLC	436	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	421	Jun 30, 26	-139	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	374	Jun 30, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	363	Jun 30, 26	+29	0.00%
Synergy Investment Management, LLC	337	Jun 30, 26	--	0.00%
LGT Financial Advisors LLC	271	Jun 30, 26	--	0.00%
Allworth Financial LP	93	Jun 30, 26	+93	0.00%
Tidemark, LLC	87	Jun 30, 26	--	0.00%
FIFTH THIRD BANCORP	80	Jun 30, 26	-18	0.00%
Rossby Financial, LCC	76	Jun 30, 26	--	0.00%
FRANKLIN RESOURCES INC	60	Jun 30, 26	+60	0.00%
PRIVATE TRUST CO NA	52	Jun 30, 26	-9	0.00%
HARBOR INVESTMENT ADVISORY, LLC	40	Jun 30, 26	--	0.00%
Capital Investment Counsel, Inc	38	Jun 30, 26	+38	0.00%
Spire Wealth Management	37	Jun 30, 26	-2	0.00%
CARY STREET PARTNERS FINANCIAL LLC	36	Jun 30, 26	-847	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	15	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	3	Jun 30, 26	+3	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2	Jun 30, 26	-222	0.00%
HARBOUR INVESTMENTS, INC.	1	Jun 30, 26	--	0.00%
WealthShield Partners, LLC	--	Jun 30, 26	-232	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.65K	--
Gateway Wealth Partners, LLC	--	Jun 30, 26	-7.43K	--
Strategic Financial Concepts, LLC	--	Jun 30, 26	-5.16K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-100	--
Western Wealth Management, LLC	--	Jun 30, 26	-1.66K	--
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	--	Jun 30, 26	-13.18K	--
Arkadios Wealth Advisors	--	Jun 30, 26	-178.97K	--
Golden State Equity Partners	--	Jun 30, 26	-3.90K	--
QUADRANT CAPITAL GROUP LLC	--	Jun 30, 26	-154	--
BANK OF AMERICA CORP /DE/	--	Jun 30, 26	-133.16K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-1.83K	--
CWM, LLC	17.83K	Mar 31, 26	+1.36K	0.06%
ORG Partners LLC	2.96K	Dec 31, 25	+442	0.01%
COMERICA BANK	486	Dec 31, 25	-8	0.00%
Motiv8 Investments LLC	19	Dec 31, 25	+19	0.00%
Northwest Capital Management Inc	--	Dec 31, 25	-400	--
Blue Oak Capital, LLC	33.09K	Jun 30, 25	-1.50K	0.11%
Raymond James Financial Services Advisors, Inc.	921.43K	Sep 30, 24	+3.63K	3.17%
Family Asset Management, LLC	363	Sep 30, 24	-193	0.00%
Relative Value Partners Group, LLC	14.47K	Jun 30, 24	+14.47K	0.05%
Cetera Advisor Networks LLC	31.36K	Mar 31, 24	+15.21K	0.11%
Bartlett & Co. LLC	308	Dec 31, 23	+308	0.00%
Integrity Advisory, LLC	113.08K	Dec 31, 22	+37.71K	0.39%
55I, LLC	113.46K	Sep 30, 22	-22.96K	0.39%

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Holder

Date

Change

% Held

JPMORGAN CHASE & CO

15.83M

Jun 30, 26

+317.60K

54.37%

MORGAN STANLEY

1.80M

Jun 30, 26

-1.68M

6.18%

Lido Advisors, LLC

773.44K

Jun 30, 26

+287.93K

2.66%

LPL Financial LLC

758.30K

Jun 30, 26

+412.89K

2.60%

Janney Montgomery Scott LLC

709.31K

Jun 30, 26

-26.81K

2.44%

Vestmark Advisory Solutions, Inc.

682.82K

Jun 30, 26

-59

2.35%

WNY Asset Management, LLC

611.25K

Jun 30, 26

+27.89K

2.10%

KELLY FINANCIAL GROUP LLC

490.23K

Jun 30, 26

+6.41K

1.68%

Pallas Capital Advisors LLC

413.25K

Jun 30, 26

+20.31K

1.42%

BURKETT FINANCIAL SERVICES, LLC

347.31K

Jun 30, 26

+346.47K

1.19%

DAYMARK WEALTH PARTNERS, LLC

253.31K

Jun 30, 26

+31.08K

0.87%

ENVESTNET ASSET MANAGEMENT INC

210.94K

Jun 30, 26

+18.81K

0.72%

Wagner Wealth Management, LLC

191.77K

Jun 30, 26

+207

0.66%

Cetera Investment Advisers

190.21K

Jun 30, 26

+69.05K

0.65%

Advantage Trust Co

185.95K

Jun 30, 26

+11.53K

0.64%

UBS ASSET MANAGEMENT AMERICAS INC

160.22K

Jun 30, 26

0.55%

WJ Wealth Management, LLC

121.85K

Jun 30, 26

+7.87K

0.42%

Perigon Wealth Management, LLC

116.75K

Jun 30, 26

+16.31K

0.40%

JANE STREET GROUP, LLC

116.14K

Jun 30, 26

-255.14K

0.40%

JONES FINANCIAL COMPANIES LLLP

113.99K

Jun 30, 26

+40.03K

0.39%

ADVISOR GROUP HOLDINGS, INC.

111.12K

Jun 30, 26

+58.28K

0.38%

OLD MISSION CAPITAL LLC

76.74K

Jun 30, 26

-66.44K

0.26%

NATIONAL BANK OF CANADA /FI/

70.50K

Jun 30, 26

-57.00K

0.24%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

65.44K

Jun 30, 26

-64.09K

0.22%

Wayfinding Financial, LLC

58.97K

Jun 30, 26

+47.11K

0.20%

5T Wealth, LLC

53.07K

Jun 30, 26

-1.66K

0.18%

Integrated Wealth Concepts LLC

52.12K

Jun 30, 26

+47.03K

0.18%

WILEY BROS.-AINTREE CAPITAL, LLC

47.47K

Jun 30, 26

+1.28K

0.16%

NewEdge Wealth, LLC

41.29K

Jun 30, 26

-3.49K

0.14%

COMMONWEALTH EQUITY SERVICES, LLC

40.56K

Jun 30, 26

+3.16K

0.14%

M Holdings Securities, Inc.

35.84K

Jun 30, 26

+568

0.12%

Centennial Bank/AR/

34.47K

Jun 30, 26

+349

0.12%

MML INVESTORS SERVICES, LLC

33.28K

Jun 30, 26

+5.39K

0.11%

CITADEL ADVISORS LLC

33.28K

Jun 30, 26

+15.87K

0.11%

Kestra Advisory Services, LLC

29.93K

Jun 30, 26

+1.98K

0.10%

Nearwater Capital Markets, Ltd

28.00K

Jun 30, 26

+28.00K

0.10%

Formidable Asset Management, LLC

26.00K

Jun 30, 26

+26.00K

0.09%

Fortitude Financial, LLC

25.89K

Jun 30, 26

+2.69K

0.09%

Hopwood Nicholas Hunter

25.29K

Jun 30, 26

+686

0.09%

GOLDMAN SACHS GROUP INC

23.36K

Jun 30, 26

+3.67K

0.08%

STIFEL FINANCIAL CORP

23.01K

Jun 30, 26

-183

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

22.79K

Jun 30, 26

+2.87K

0.08%

TBH Global Asset Management, LLC

22.34K

Jun 30, 26

+1.57K

0.08%

Merited Wealth, LLC

21.63K

Jun 30, 26

+6.34K

0.07%

First Bank & Trust

21.43K

Jun 30, 26

+2.49K

0.07%

NATIXIS ADVISORS, L.P.

21.40K

Jun 30, 26

+7.02K

0.07%

Nautilus Advisors LLC

20.56K

Jun 30, 26

+226

0.07%

UNIQUE WEALTH, LLC

19.38K

Jun 30, 26

+6.89K

0.07%

CreativeOne Wealth, LLC

19.23K

Jun 30, 26

-2.34K

0.07%

Farther Finance Advisors, LLC

18.10K

Jun 30, 26

+12.48K

0.06%

Sanctuary Advisors, LLC

16.83K

Jun 30, 26

-86

0.06%

Capital Analysts, LLC

16.01K

Jun 30, 26

+5.72K

0.05%

RAYMOND JAMES FINANCIAL INC

15.84K

Jun 30, 26

+8.47K

0.05%

Rockefeller Capital Management L.P.

14.68K

Jun 30, 26

+971

0.05%

MASSMUTUAL TRUST CO FSB/ADV

13.45K

Jun 30, 26

-2.51K

0.05%

Vise Technologies, Inc.

12.23K

Jun 30, 26

+12.23K

0.04%

Saxony Capital Management, LLC

12.14K

Jun 30, 26

-528

0.04%

3Chopt Investment Partners, LLC

11.69K

Jun 30, 26

-693

0.04%

NewEdge Advisors, LLC

11.25K

Jun 30, 26

-3.81K

0.04%

Financial Services Advisory Inc

10.52K

Jun 30, 26

+10.52K

0.04%

LAKE STREET FINANCIAL LLC

10.38K

Jun 30, 26

-1.31K

0.04%

Elevation Wealth Management LLC

10.07K

Jun 30, 26

-786

0.03%

Kingsview Wealth Management, LLC

8.38K

Jun 30, 26

0.03%

Miracle Mile Advisors, LLC

8.26K

Jun 30, 26

-109

0.03%

ROYAL BANK OF CANADA

8.16K

Jun 30, 26

+2.60K

0.03%

Ascent Group, LLC

8.15K

Jun 30, 26

-622

0.03%

BENJAMIN EDWARDS INC

8.13K

Jun 30, 26

+8.13K

0.03%

Advisory Alpha, LLC

7.43K

Jun 30, 26

+7.43K

0.03%

IFP Advisors, Inc

7.34K

Jun 30, 26

+921

0.03%

STEPHENS INC /AR/

6.70K

Jun 30, 26

-1.80K

0.02%

AdvisorNet Financial, Inc

5.48K

Jun 30, 26

+745

0.02%

Dynamic Advisor Solutions LLC

5.19K

Jun 30, 26

0.02%

Cambridge Investment Research Advisors, Inc.

5.18K

Jun 30, 26

+5.18K

0.02%

HighTower Advisors, LLC

5.08K

Jun 30, 26

-221

0.02%

FIRETHORN WEALTH PARTNERS, LLC

4.86K

Jun 30, 26

-538

0.02%

GeoWealth Management, LLC

4.80K

Jun 30, 26

-230

0.02%

MN Wealth Advisors, LLC

4.70K

Jun 30, 26

-81

0.02%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

4.67K

Jun 30, 26

+747

0.02%

Emergent Wealth Advisors, LLC

4.21K

Jun 30, 26

-44

0.01%

BIP Wealth, LLC

3.87K

Jun 30, 26

0.01%

Triad Wealth Partners, LLC

3.82K

Jun 30, 26

+3.82K

0.01%

ENDEAVOR PRIVATE WEALTH, INC.

3.75K

Jun 30, 26

+3.75K

0.01%

Qube Research & Technologies Ltd

3.30K

Jun 30, 26

+3.30K

0.01%

UBS Group AG

3.29K

Jun 30, 26

+2.11K

0.01%

Seneca House Advisors

3.26K

Jun 30, 26

+3.26K

0.01%

Equitable Holdings, Inc.

3.21K

Jun 30, 26

+3.21K

0.01%

Ignite Planners, LLC

3.17K

Jun 30, 26

+3.17K

0.01%

WHITTIER TRUST CO OF NEVADA INC

2.03K

Jun 30, 26

0.01%

Tripletail Wealth Management, LLC

1.74K

Jun 30, 26

-16

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

1.24K

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

1.24K

Jun 30, 26

0.00%

WELLS FARGO & COMPANY/MN

968

Jun 30, 26

+271

0.00%

Geneos Wealth Management Inc.

816

Jun 30, 26

-1.92K

0.00%

MERCER GLOBAL ADVISORS INC /ADV

775

Jun 30, 26

+775

0.00%

Aptus Capital Advisors, LLC

756

Jun 30, 26

0.00%

ASSETMARK, INC

640

Jun 30, 26

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

588

Jun 30, 26

+86

0.00%

Global Retirement Partners, LLC

481

Jun 30, 26

+481

0.00%

Steward Partners Investment Advisory, LLC

436

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

421

Jun 30, 26

-139

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

374

Jun 30, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

363

Jun 30, 26

+29

0.00%

Synergy Investment Management, LLC

337

Jun 30, 26

0.00%

LGT Financial Advisors LLC

271

Jun 30, 26

0.00%

Allworth Financial LP

Jun 30, 26

+93

0.00%

Tidemark, LLC

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

Jun 30, 26

-18

0.00%

Rossby Financial, LCC

Jun 30, 26

0.00%

FRANKLIN RESOURCES INC

Jun 30, 26

+60

0.00%

PRIVATE TRUST CO NA

Jun 30, 26

-9

0.00%

HARBOR INVESTMENT ADVISORY, LLC

Jun 30, 26

0.00%

Capital Investment Counsel, Inc

Jun 30, 26

+38

0.00%

Spire Wealth Management

Jun 30, 26

-2

0.00%

CARY STREET PARTNERS FINANCIAL LLC

Jun 30, 26

-847

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-222

0.00%

HARBOUR INVESTMENTS, INC.

Jun 30, 26

0.00%

WealthShield Partners, LLC

Jun 30, 26

-232

Advisory Services Network, LLC

Jun 30, 26

-1.65K

Gateway Wealth Partners, LLC

Jun 30, 26

-7.43K

Strategic Financial Concepts, LLC

Jun 30, 26

-5.16K

Sound Income Strategies, LLC

Jun 30, 26

-100

Western Wealth Management, LLC

Jun 30, 26

-1.66K

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Jun 30, 26

-13.18K

Arkadios Wealth Advisors

Jun 30, 26

-178.97K

Golden State Equity Partners

Jun 30, 26

-3.90K

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-154

BANK OF AMERICA CORP /DE/

Jun 30, 26

-133.16K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-1.83K

CWM, LLC

17.83K

Mar 31, 26

+1.36K

0.06%

ORG Partners LLC

2.96K

Dec 31, 25

+442

0.01%

COMERICA BANK

486

Dec 31, 25

-8

0.00%

Motiv8 Investments LLC

Dec 31, 25

+19

0.00%

Northwest Capital Management Inc

Dec 31, 25

-400

Blue Oak Capital, LLC

33.09K

Jun 30, 25

-1.50K

0.11%

Raymond James Financial Services Advisors, Inc.

921.43K

Sep 30, 24

+3.63K

3.17%

Family Asset Management, LLC

363

Sep 30, 24

-193

0.00%

Relative Value Partners Group, LLC

14.47K

Jun 30, 24

+14.47K

0.05%

Cetera Advisor Networks LLC

31.36K

Mar 31, 24

+15.21K

0.11%

Bartlett & Co. LLC

308

Dec 31, 23

+308

0.00%

Integrity Advisory, LLC

113.08K

Dec 31, 22

+37.71K

0.39%

55I, LLC

113.46K

Sep 30, 22

-22.96K

0.39%