Multi-Asset Diversified Income Index Fund(MDIV)

$16.78—

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Multi-Asset Diversified Income Index Fund(MDIV)

NASDAQ

$16.78—

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MDIV(MDIV)

MDIV

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 153 Institutional Holders

Holder	Shares	Date	Change	% Held
Total Clarity Wealth Management, Inc.	173.96K	Jun 30, 26	+56.05K	0.70%
Capital Investment Advisory Services, LLC	130.92K	Jun 30, 26	-10.20K	0.53%
COTTONWOOD CAPITAL ADVISORS, LLC	62.49K	Jun 30, 26	+297	0.25%
Fortis Group Advisors, LLC	54.91K	Jun 30, 26	+2.18K	0.22%
Cornerstone Wealth Management, LLC	50.52K	Jun 30, 26	-4.72K	0.20%
TrueWealth Advisors, LLC	44.86K	Jun 30, 26	-175	0.18%
Intrua Financial, LLC	35.53K	Jun 30, 26	+491	0.14%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	33.95K	Jun 30, 26	+10.11K	0.14%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	33.45K	Jun 30, 26	+5.76K	0.13%
Farther Finance Advisors, LLC	15.25K	Jun 30, 26	+467	0.06%
Prospera Financial Services Inc	12.12K	Jun 30, 26	+23	0.05%
IFP Advisors, Inc	11.78K	Jun 30, 26	-7.99K	0.05%
Flaharty Asset Management, LLC	11.58K	Jun 30, 26	+11.58K	0.05%
COLUMBIA ADVISORY PARTNERS LLC	10.88K	Jun 30, 26	+10.88K	0.04%
D.A. DAVIDSON & CO.	10.78K	Jun 30, 26	--	0.04%
Coastal Investment Advisors, Inc.	2.42K	Jun 30, 26	--	0.01%
CX Institutional	818	Jun 30, 26	-10	0.00%
NBC SECURITIES, INC.	700	Jun 30, 26	--	0.00%
Triumph Capital Management	117	Jun 30, 26	+94	0.00%
DHJJ Financial Advisors, Ltd.	30	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	--	Jun 30, 26	-196	--
PFG Investments, LLC	--	Jun 30, 26	-10.73K	--
MORGAN STANLEY	1.23M	Mar 31, 26	+366.03K	4.96%
LPL Financial LLC	1.06M	Mar 31, 26	+54.65K	4.28%
AMERIPRISE FINANCIAL INC	653.91K	Mar 31, 26	-10.95K	2.64%
BANK OF AMERICA CORP /DE/	564.28K	Mar 31, 26	+6.66K	2.28%
HARBOUR INVESTMENTS, INC.	486.66K	Mar 31, 26	+68.12K	1.96%
ROYAL BANK OF CANADA	419.48K	Mar 31, 26	+9.78K	1.69%
RAYMOND JAMES FINANCIAL INC	369.42K	Mar 31, 26	+115.46K	1.49%
WELLS FARGO & COMPANY/MN	287.87K	Mar 31, 26	+8.80K	1.16%
Cetera Investment Advisers	278.67K	Mar 31, 26	-30.17K	1.12%
Rockport Wealth LLC	257.15K	Mar 31, 26	+434	1.04%
COMMONWEALTH EQUITY SERVICES, LLC	252.73K	Mar 31, 26	-158.72K	1.02%
Rockefeller Capital Management L.P.	192.86K	Mar 31, 26	+12.65K	0.78%
Cambridge Investment Research Advisors, Inc.	163.31K	Mar 31, 26	-942	0.66%
ADVISOR GROUP HOLDINGS, INC.	159.57K	Mar 31, 26	-10.52K	0.64%
Kestra Advisory Services, LLC	132.13K	Mar 31, 26	+15.28K	0.53%
Harvest Investment Services, LLC	115.29K	Mar 31, 26	-3.19K	0.47%
WEDBUSH SECURITIES INC	98.40K	Mar 31, 26	+3.30K	0.40%
ENVESTNET ASSET MANAGEMENT INC	96.85K	Mar 31, 26	+58.80K	0.39%
WILEY BROS.-AINTREE CAPITAL, LLC	82.70K	Mar 31, 26	+15.84K	0.33%
JONES FINANCIAL COMPANIES LLLP	82.26K	Mar 31, 26	+17.68K	0.33%
Elevation Capital Advisory, LLC	79.46K	Mar 31, 26	-95.13K	0.32%
UBS Group AG	70.25K	Mar 31, 26	+2.73K	0.28%
Elevated Capital Advisors, LLC	69.91K	Mar 31, 26	+371	0.28%
STIFEL FINANCIAL CORP	67.50K	Mar 31, 26	-515.15K	0.27%
TCFG WEALTH MANAGEMENT, LLC	58.03K	Mar 31, 26	+723	0.23%
Endowment Wealth Management, Inc.	51.47K	Mar 31, 26	+1.60K	0.21%
Janney Montgomery Scott LLC	48.26K	Mar 31, 26	-2.04K	0.19%
CITADEL ADVISORS LLC	46.46K	Mar 31, 26	+27.20K	0.19%
PSI Advisors, LLC	43.90K	Mar 31, 26	+8.77K	0.18%
Sigma Planning Corp	43.61K	Mar 31, 26	-693	0.18%
Proactive Wealth Strategies LLC	43.26K	Mar 31, 26	+21.63K	0.17%
Independent Advisor Alliance	43.11K	Mar 31, 26	+43.11K	0.17%
Freedom Financial Partners LLC	37.50K	Mar 31, 26	+1.83K	0.15%
Jaffetilchin Investment Partners, LLC	36.99K	Mar 31, 26	-2.28K	0.15%
Wellington Shields & Co., LLC	34.63K	Mar 31, 26	+20.61K	0.14%
HighTower Advisors, LLC	34.61K	Mar 31, 26	+2.57K	0.14%
Larson Financial Group LLC	33.62K	Mar 31, 26	-600	0.14%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	32.54K	Mar 31, 26	+32.54K	0.13%
Private Advisor Group, LLC	27.63K	Mar 31, 26	-23.15K	0.11%
RPg Family Wealth Advisory, LLC	21.65K	Mar 31, 26	+1.20K	0.09%
HighPoint Advisor Group LLC	21.01K	Mar 31, 26	+141	0.08%
Stratos Wealth Partners, LTD.	19.97K	Mar 31, 26	-2.01K	0.08%
Aptus Capital Advisors, LLC	17.54K	Mar 31, 26	-833	0.07%
Keystone Financial Group	16.44K	Mar 31, 26	+347	0.07%
NewEdge Advisors, LLC	15.96K	Mar 31, 26	-32	0.06%
Second Line Capital, LLC	15.80K	Mar 31, 26	--	0.06%
TRUIST FINANCIAL CORP	15.04K	Mar 31, 26	-3.45K	0.06%
GREAT VALLEY ADVISOR GROUP, INC.	14.46K	Mar 31, 26	+2.16K	0.06%
Ameritas Advisory Services, LLC	13.84K	Mar 31, 26	+117	0.06%
Concurrent Investment Advisors, LLC	13.19K	Mar 31, 26	+264	0.05%
FIFTH THIRD BANCORP	12.13K	Mar 31, 26	+12.13K	0.05%
Baird Financial Group, Inc.	11.80K	Mar 31, 26	--	0.05%
Snowden Capital Advisors LLC	11.20K	Mar 31, 26	+1	0.05%
MERCER GLOBAL ADVISORS INC /ADV	11.13K	Mar 31, 26	+11.13K	0.04%
Sanctuary Advisors, LLC	10.79K	Mar 31, 26	+10.79K	0.04%
Huntleigh Advisors, Inc.	10.24K	Mar 31, 26	+16	0.04%
MAI Capital Management	5.58K	Mar 31, 26	-146	0.02%
Western Wealth Management, LLC	3.01K	Mar 31, 26	+3.01K	0.01%
Geneos Wealth Management Inc.	2.52K	Mar 31, 26	--	0.01%
Founders Financial Alliance, LLC	2.35K	Mar 31, 26	+33	0.01%
CITIGROUP INC	2.00K	Mar 31, 26	-2	0.01%
Newbridge Financial Services Group, Inc.	1.85K	Mar 31, 26	-687	0.01%
US BANCORP \DE\	1.80K	Mar 31, 26	--	0.01%
GUARDIAN WEALTH ADVISORS, LLC / NC	1.74K	Mar 31, 26	+1.74K	0.01%
Advisory Services Network, LLC	1.69K	Mar 31, 26	-14.34K	0.01%
Pinnacle Bancorp, Inc.	1.00K	Mar 31, 26	--	0.00%
Cornerstone Planning Group LLC	345	Mar 31, 26	+7	0.00%
FMR LLC	343	Mar 31, 26	+185	0.00%
Millstone Evans Group, LLC	310	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	300	Mar 31, 26	--	0.00%
CWM, LLC	100	Mar 31, 26	--	0.00%
Synergy Investment Management, LLC	94	Mar 31, 26	+94	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	13	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	10	Mar 31, 26	-35	0.00%
StoneX Group Inc.	--	Mar 31, 26	-10.14K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Mar 31, 26	-109	--
Allworth Financial LP	--	Mar 31, 26	-900	--
COMERICA BANK	12.44K	Dec 31, 25	+654	0.05%
Global Retirement Partners, LLC	7.78K	Dec 31, 25	--	0.03%
ORG Partners LLC	5.00K	Dec 31, 25	--	0.02%
Stephens Consulting, LLC	200	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-3.01K	--
Atria Wealth Solutions, Inc.	26.61K	Jun 30, 25	+117	0.11%
AlphaMark Advisors, LLC	--	Dec 31, 24	-200	--
Raymond James Financial Services Advisors, Inc.	172.33K	Sep 30, 24	+10.43K	0.70%
RAYMOND JAMES & ASSOCIATES	90.90K	Sep 30, 24	+522	0.37%
BENJAMIN F. EDWARDS & COMPANY, INC.	951	Jun 30, 24	+29	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-897	--
Cetera Advisor Networks LLC	183.65K	Mar 31, 24	-220.44K	0.74%
Cetera Advisors LLC	22.44K	Mar 31, 24	+5.69K	0.09%
DB Wealth Management Group, LLC	4.35K	Dec 31, 23	--	0.02%
FREEDOM WEALTH ALLIANCE, LLC	23.50K	Sep 30, 23	+4.80K	0.09%
Ahrens Investment Partners LLC	100	Mar 31, 23	+100	0.00%
STRINGER ASSET MANAGEMENT, LLC	50.77K	Sep 30, 22	+50.77K	0.20%
American Portfolios Advisors	9.55K	Sep 30, 22	-2.23K	0.04%
ACG Wealth	--	Sep 30, 22	-1.23K	--
NEXT Financial Group, Inc	10.09K	Dec 31, 21	+902	0.04%
Ameritas Investment Company, LLC	100.69K	Sep 30, 21	+8.42K	0.41%
USCA RIA LLC	12.41K	Jun 30, 21	--	0.05%
Reby Advisors, LLC	1.55K	Dec 31, 20	+1.55K	0.01%
Winslow, Evans & Crocker, Inc.	850	Dec 31, 20	+125	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	302.46K	Dec 31, 19	-2.10K	1.22%
Advisor Group, Inc.	28.00K	Dec 31, 19	-245	0.11%
BB&T SECURITIES, LLC	79.46K	Sep 30, 19	+17.31K	0.32%
HL FINANCIAL SERVICES LLC	50.31K	Mar 31, 19	+166	0.20%
Ken Stern & Associates, Inc.	14.10K	Sep 30, 18	--	0.06%
Vestpro Financial Partners, Inc. dba CPF Texas	591	Sep 30, 18	+591	0.00%
IFC Holdings Incorporated/FL	45.91K	Dec 31, 17	-14.12K	0.19%
BB&T INVESTMENT SERVICES, INC.	10.51K	Dec 31, 17	+751	0.04%
NATIONAL PLANNING CORP	--	Dec 31, 17	-30.20K	--
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-34.13K	--
Commonwealth Equity Services, Inc	204.93K	Jun 30, 17	-15.22K	0.83%
Virtu KCG Holdings LLC	29.40K	Jun 30, 17	+29.40K	0.12%
WFG Advisors, LP	12.50K	Jun 30, 17	-352	0.05%
FIRST FINANCIAL EQUITY CORPORATION	100.05K	Mar 31, 17	+100.05K	0.40%
MSI Financial Services Inc	81.10K	Dec 31, 16	-52.78K	0.33%
Argentus Capital Management, LLC	--	Dec 31, 16	-972	--
VSR Financial Services, Inc.	20.81K	Jun 30, 16	-3.64K	0.08%
Investors Capital Advisory Services	17.80K	Jun 30, 16	-107	0.07%
Carnick & Kubik, LLC	750	Mar 31, 16	+750	0.00%
Pinnacle Summer Investments, Inc.	--	Dec 31, 15	-240	--
MANAGED ACCOUNT ADVISORS LLC	15.58K	Jun 30, 15	+10.10K	0.06%
BAIRD ROBERT W & CO INC /WI/	40.54K	Mar 31, 15	+11.09K	0.16%
NEW ENGLAND SECURITIES CORP /MA/	13.93K	Dec 31, 14	-14.46K	0.06%
Placemark Investments, Inc.	--	Dec 31, 14	-13.57K	--
UBS AG	1.00M	Sep 30, 14	+111.71K	4.05%
1919 Investment Counsel, LLC	--	Sep 30, 14	-445	--
Strategic Capital Group LLC	239.13K	Jun 30, 14	+239.13K	0.96%
KMS FINANCIAL SERVICES, INC	10.79K	Jun 30, 14	+10.79K	0.04%
STIFEL NICOLAUS & CO INC \MO\	15.24K	Sep 30, 13	-11.84K	0.06%
KNIGHT CAPITAL GROUP LLC	38.94K	Jun 30, 13	+38.94K	0.16%

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Holder

Date

Change

% Held

Total Clarity Wealth Management, Inc.

173.96K

Jun 30, 26

+56.05K

0.70%

Capital Investment Advisory Services, LLC

130.92K

Jun 30, 26

-10.20K

0.53%

COTTONWOOD CAPITAL ADVISORS, LLC

62.49K

Jun 30, 26

+297

0.25%

Fortis Group Advisors, LLC

54.91K

Jun 30, 26

+2.18K

0.22%

Cornerstone Wealth Management, LLC

50.52K

Jun 30, 26

-4.72K

0.20%

TrueWealth Advisors, LLC

44.86K

Jun 30, 26

-175

0.18%

Intrua Financial, LLC

35.53K

Jun 30, 26

+491

0.14%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

33.95K

Jun 30, 26

+10.11K

0.14%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

33.45K

Jun 30, 26

+5.76K

0.13%

Farther Finance Advisors, LLC

15.25K

Jun 30, 26

+467

0.06%

Prospera Financial Services Inc

12.12K

Jun 30, 26

+23

0.05%

IFP Advisors, Inc

11.78K

Jun 30, 26

-7.99K

0.05%

Flaharty Asset Management, LLC

11.58K

Jun 30, 26

+11.58K

0.05%

COLUMBIA ADVISORY PARTNERS LLC

10.88K

Jun 30, 26

+10.88K

0.04%

D.A. DAVIDSON & CO.

10.78K

Jun 30, 26

0.04%

Coastal Investment Advisors, Inc.

2.42K

Jun 30, 26

0.01%

CX Institutional

818

Jun 30, 26

-10

0.00%

NBC SECURITIES, INC.

700

Jun 30, 26

0.00%

Triumph Capital Management

117

Jun 30, 26

+94

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

-196

PFG Investments, LLC

Jun 30, 26

-10.73K

MORGAN STANLEY

1.23M

Mar 31, 26

+366.03K

4.96%

LPL Financial LLC

1.06M

Mar 31, 26

+54.65K

4.28%

AMERIPRISE FINANCIAL INC

653.91K

Mar 31, 26

-10.95K

2.64%

BANK OF AMERICA CORP /DE/

564.28K

Mar 31, 26

+6.66K

2.28%

HARBOUR INVESTMENTS, INC.

486.66K

Mar 31, 26

+68.12K

1.96%

ROYAL BANK OF CANADA

419.48K

Mar 31, 26

+9.78K

1.69%

RAYMOND JAMES FINANCIAL INC

369.42K

Mar 31, 26

+115.46K

1.49%

WELLS FARGO & COMPANY/MN

287.87K

Mar 31, 26

+8.80K

1.16%

Cetera Investment Advisers

278.67K

Mar 31, 26

-30.17K

1.12%

Rockport Wealth LLC

257.15K

Mar 31, 26

+434

1.04%

COMMONWEALTH EQUITY SERVICES, LLC

252.73K

Mar 31, 26

-158.72K

1.02%

Rockefeller Capital Management L.P.

192.86K

Mar 31, 26

+12.65K

0.78%

Cambridge Investment Research Advisors, Inc.

163.31K

Mar 31, 26

-942

0.66%

ADVISOR GROUP HOLDINGS, INC.

159.57K

Mar 31, 26

-10.52K

0.64%

Kestra Advisory Services, LLC

132.13K

Mar 31, 26

+15.28K

0.53%

Harvest Investment Services, LLC

115.29K

Mar 31, 26

-3.19K

0.47%

WEDBUSH SECURITIES INC

98.40K

Mar 31, 26

+3.30K

0.40%

ENVESTNET ASSET MANAGEMENT INC

96.85K

Mar 31, 26

+58.80K

0.39%

WILEY BROS.-AINTREE CAPITAL, LLC

82.70K

Mar 31, 26

+15.84K

0.33%

JONES FINANCIAL COMPANIES LLLP

82.26K

Mar 31, 26

+17.68K

0.33%

Elevation Capital Advisory, LLC

79.46K

Mar 31, 26

-95.13K

0.32%

UBS Group AG

70.25K

Mar 31, 26

+2.73K

0.28%

Elevated Capital Advisors, LLC

69.91K

Mar 31, 26

+371

0.28%

STIFEL FINANCIAL CORP

67.50K

Mar 31, 26

-515.15K

0.27%

TCFG WEALTH MANAGEMENT, LLC

58.03K

Mar 31, 26

+723

0.23%

Endowment Wealth Management, Inc.

51.47K

Mar 31, 26

+1.60K

0.21%

Janney Montgomery Scott LLC

48.26K

Mar 31, 26

-2.04K

0.19%

CITADEL ADVISORS LLC

46.46K

Mar 31, 26

+27.20K

0.19%

PSI Advisors, LLC

43.90K

Mar 31, 26

+8.77K

0.18%

Sigma Planning Corp

43.61K

Mar 31, 26

-693

0.18%

Proactive Wealth Strategies LLC

43.26K

Mar 31, 26

+21.63K

0.17%

Independent Advisor Alliance

43.11K

Mar 31, 26

+43.11K

0.17%

Freedom Financial Partners LLC

37.50K

Mar 31, 26

+1.83K

0.15%

Jaffetilchin Investment Partners, LLC

36.99K

Mar 31, 26

-2.28K

0.15%

Wellington Shields & Co., LLC

34.63K

Mar 31, 26

+20.61K

0.14%

HighTower Advisors, LLC

34.61K

Mar 31, 26

+2.57K

0.14%

Larson Financial Group LLC

33.62K

Mar 31, 26

-600

0.14%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

32.54K

Mar 31, 26

+32.54K

0.13%

Private Advisor Group, LLC

27.63K

Mar 31, 26

-23.15K

0.11%

RPg Family Wealth Advisory, LLC

21.65K

Mar 31, 26

+1.20K

0.09%

HighPoint Advisor Group LLC

21.01K

Mar 31, 26

+141

0.08%

Stratos Wealth Partners, LTD.

19.97K

Mar 31, 26

-2.01K

0.08%

Aptus Capital Advisors, LLC

17.54K

Mar 31, 26

-833

0.07%

Keystone Financial Group

16.44K

Mar 31, 26

+347

0.07%

NewEdge Advisors, LLC

15.96K

Mar 31, 26

-32

0.06%

Second Line Capital, LLC

15.80K

Mar 31, 26

0.06%

TRUIST FINANCIAL CORP

15.04K

Mar 31, 26

-3.45K

0.06%

GREAT VALLEY ADVISOR GROUP, INC.

14.46K

Mar 31, 26

+2.16K

0.06%

Ameritas Advisory Services, LLC

13.84K

Mar 31, 26

+117

0.06%

Concurrent Investment Advisors, LLC

13.19K

Mar 31, 26

+264

0.05%

FIFTH THIRD BANCORP

12.13K

Mar 31, 26

+12.13K

0.05%

Baird Financial Group, Inc.

11.80K

Mar 31, 26

0.05%

Snowden Capital Advisors LLC

11.20K

Mar 31, 26

0.05%

MERCER GLOBAL ADVISORS INC /ADV

11.13K

Mar 31, 26

+11.13K

0.04%

Sanctuary Advisors, LLC

10.79K

Mar 31, 26

+10.79K

0.04%

Huntleigh Advisors, Inc.

10.24K

Mar 31, 26

+16

0.04%

MAI Capital Management

5.58K

Mar 31, 26

-146

0.02%

Western Wealth Management, LLC

3.01K

Mar 31, 26

+3.01K

0.01%

Geneos Wealth Management Inc.

2.52K

Mar 31, 26

0.01%

Founders Financial Alliance, LLC

2.35K

Mar 31, 26

+33

0.01%

CITIGROUP INC

2.00K

Mar 31, 26

-2

0.01%

Newbridge Financial Services Group, Inc.

1.85K

Mar 31, 26

-687

0.01%

US BANCORP \DE\

1.80K

Mar 31, 26

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

1.74K

Mar 31, 26

+1.74K

0.01%

Advisory Services Network, LLC

1.69K

Mar 31, 26

-14.34K

0.01%

Pinnacle Bancorp, Inc.

1.00K

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

345

Mar 31, 26

0.00%

FMR LLC

343

Mar 31, 26

+185

0.00%

Millstone Evans Group, LLC

310

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

300

Mar 31, 26

0.00%

CWM, LLC

100

Mar 31, 26

0.00%

Synergy Investment Management, LLC

Mar 31, 26

+94

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-35

0.00%

StoneX Group Inc.

Mar 31, 26

-10.14K

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

-109

Allworth Financial LP

Mar 31, 26

-900

COMERICA BANK

12.44K

Dec 31, 25

+654

0.05%

Global Retirement Partners, LLC

7.78K

Dec 31, 25

0.03%

ORG Partners LLC

5.00K

Dec 31, 25

0.02%

Stephens Consulting, LLC

200

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-3.01K

Atria Wealth Solutions, Inc.

26.61K

Jun 30, 25

+117

0.11%

AlphaMark Advisors, LLC

Dec 31, 24

-200

Raymond James Financial Services Advisors, Inc.

172.33K

Sep 30, 24

+10.43K

0.70%

RAYMOND JAMES & ASSOCIATES

90.90K

Sep 30, 24

+522

0.37%

BENJAMIN F. EDWARDS & COMPANY, INC.

951

Jun 30, 24

+29

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-897

Cetera Advisor Networks LLC

183.65K

Mar 31, 24

-220.44K

0.74%

Cetera Advisors LLC

22.44K

Mar 31, 24

+5.69K

0.09%

DB Wealth Management Group, LLC

4.35K

Dec 31, 23

0.02%

FREEDOM WEALTH ALLIANCE, LLC

23.50K

Sep 30, 23

+4.80K

0.09%

Ahrens Investment Partners LLC

100

Mar 31, 23

+100

0.00%

STRINGER ASSET MANAGEMENT, LLC

50.77K

Sep 30, 22

+50.77K

0.20%

American Portfolios Advisors

9.55K

Sep 30, 22

-2.23K

0.04%

ACG Wealth

Sep 30, 22

-1.23K

NEXT Financial Group, Inc

10.09K

Dec 31, 21

+902

0.04%

Ameritas Investment Company, LLC

100.69K

Sep 30, 21

+8.42K

0.41%

USCA RIA LLC

12.41K

Jun 30, 21

0.05%

Reby Advisors, LLC

1.55K

Dec 31, 20

+1.55K

0.01%

Winslow, Evans & Crocker, Inc.

850

Dec 31, 20

+125

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

302.46K

Dec 31, 19

-2.10K

1.22%

Advisor Group, Inc.

28.00K

Dec 31, 19

-245

0.11%

BB&T SECURITIES, LLC

79.46K

Sep 30, 19

+17.31K

0.32%

HL FINANCIAL SERVICES LLC

50.31K

Mar 31, 19

+166

0.20%

Ken Stern & Associates, Inc.

14.10K

Sep 30, 18

0.06%

Vestpro Financial Partners, Inc. dba CPF Texas

591

Sep 30, 18

+591

0.00%

IFC Holdings Incorporated/FL

45.91K

Dec 31, 17

-14.12K

0.19%

BB&T INVESTMENT SERVICES, INC.

10.51K

Dec 31, 17

+751

0.04%

NATIONAL PLANNING CORP

Dec 31, 17

-30.20K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-34.13K

Commonwealth Equity Services, Inc

204.93K

Jun 30, 17

-15.22K

0.83%

Virtu KCG Holdings LLC

29.40K

Jun 30, 17

+29.40K

0.12%

WFG Advisors, LP

12.50K

Jun 30, 17

-352

0.05%

FIRST FINANCIAL EQUITY CORPORATION

100.05K

Mar 31, 17

+100.05K

0.40%

MSI Financial Services Inc

81.10K

Dec 31, 16

-52.78K

0.33%

Argentus Capital Management, LLC

Dec 31, 16

-972

VSR Financial Services, Inc.

20.81K

Jun 30, 16

-3.64K

0.08%

Investors Capital Advisory Services

17.80K

Jun 30, 16

-107

0.07%

Carnick & Kubik, LLC

750

Mar 31, 16

+750

0.00%

Pinnacle Summer Investments, Inc.

Dec 31, 15

-240

MANAGED ACCOUNT ADVISORS LLC

15.58K

Jun 30, 15

+10.10K

0.06%

BAIRD ROBERT W & CO INC /WI/

40.54K

Mar 31, 15

+11.09K

0.16%

NEW ENGLAND SECURITIES CORP /MA/

13.93K

Dec 31, 14

-14.46K

0.06%

Placemark Investments, Inc.

Dec 31, 14

-13.57K

UBS AG

1.00M

Sep 30, 14

+111.71K

4.05%

1919 Investment Counsel, LLC

Sep 30, 14

-445

Strategic Capital Group LLC

239.13K

Jun 30, 14

+239.13K

0.96%

KMS FINANCIAL SERVICES, INC

10.79K

Jun 30, 14

+10.79K

0.04%

STIFEL NICOLAUS & CO INC \MO\

15.24K

Sep 30, 13

-11.84K

0.06%

KNIGHT CAPITAL GROUP LLC

38.94K

Jun 30, 13

+38.94K

0.16%