| Impact Investors, Inc | 28.72K | Sep 30, 26 | -20.25K | 1.90% |
| LPL Financial LLC | 16.28K | Sep 30, 26 | +529 | 1.08% |
| TRUIST FINANCIAL CORP | 8.78K | Sep 30, 26 | +524 | 0.58% |
| Cambridge Investment Research Advisors, Inc. | 4.43K | Sep 30, 26 | +35 | 0.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.68K | Sep 30, 26 | -344 | 0.24% |
| NATURAL INVESTMENTS, LLC | 3.42K | Sep 30, 26 | +129 | 0.23% |
| HARBOUR INVESTMENTS, INC. | 1.61K | Sep 30, 26 | -17 | 0.11% |
| PNC FINANCIAL SERVICES GROUP, INC. | 710 | Sep 30, 26 | +710 | 0.05% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 285 | Sep 30, 26 | -- | 0.02% |
| Silver Grove Financial Group, Inc. | 72 | Sep 30, 26 | -- | 0.00% |
| FMR LLC | 15 | Sep 30, 26 | -- | 0.00% |
| UBS Group AG | 8 | Sep 30, 26 | -252 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | Sep 30, 26 | +4 | 0.00% |
| Institute for Wealth Management, LLC. | -- | Sep 30, 26 | -10 | -- |
| ENVESTNET ASSET MANAGEMENT INC | 914.83K | Jun 30, 26 | +70.82K | 60.41% |
| MML INVESTORS SERVICES, LLC | 40.65K | Jun 30, 26 | +4.41K | 2.68% |
| Peak Planning Group, LLC | 31.54K | Jun 30, 26 | +1.78K | 2.08% |
| Orion Porfolio Solutions, LLC | 8.01K | Jun 30, 26 | +2.67K | 0.53% |
| OSAIC HOLDINGS, INC. | 7.14K | Jun 30, 26 | +638 | 0.47% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.99K | Jun 30, 26 | +3.99K | 0.26% |
| MORGAN STANLEY | 3.89K | Jun 30, 26 | +2.40K | 0.26% |
| Cetera Investment Advisers | 3.67K | Jun 30, 26 | -- | 0.24% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.39K | Jun 30, 26 | +1.39K | 0.09% |
| JPMORGAN CHASE & CO | 1.02K | Jun 30, 26 | +747 | 0.07% |
| UBS Group AG | 260 | Jun 30, 26 | +260 | 0.02% |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -223 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -776 | -- |
| RAYMOND JAMES FINANCIAL INC | -- | Jun 30, 26 | -8.66K | -- |
| Orion Portfolio Solutions, LLC | 11.90K | Mar 31, 25 | -983 | 0.79% |
