Innovator Growth-100 Power Buffer ETF(NJAN)

$59.91—Stale · unknown old

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Innovator Growth-100 Power Buffer ETF(NJAN)

USBATS • Last print unknown ago

$59.91—Stale · unknown old

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NJAN(NJAN)

NJAN

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 146 Institutional Holders

Holder	Shares	Date	Change	% Held
Mutual Advisors, LLC	479.04K	Jun 30, 26	-5.42K	9.23%
Janney Montgomery Scott LLC	464.06K	Jun 30, 26	+11.87K	8.94%
NewEdge Advisors, LLC	414.40K	Jun 30, 26	+13.81K	7.99%
ADVISOR GROUP HOLDINGS, INC.	413.18K	Jun 30, 26	+42.64K	7.96%
TRUIST FINANCIAL CORP	209.07K	Jun 30, 26	+2.13K	4.03%
Encompass More Asset Management	181.12K	Jun 30, 26	-1.34K	3.49%
Cornerstone Wealth, LLC/TN	138.01K	Jun 30, 26	+1.39K	2.66%
MAI Capital Management	134.85K	Jun 30, 26	+9.43K	2.60%
Cetera Investment Advisers	125.71K	Jun 30, 26	-36.64K	2.42%
COMMONWEALTH EQUITY SERVICES, LLC	116.38K	Jun 30, 26	-2.73K	2.24%
Long Island Wealth Management, Inc.	114.41K	Jun 30, 26	+1.62K	2.21%
Kestra Advisory Services, LLC	113.22K	Jun 30, 26	-110.84K	2.18%
RED CRANE WEALTH MANAGEMENT, LLC	107.01K	Jun 30, 26	-230	2.06%
OLD MISSION CAPITAL LLC	91.18K	Jun 30, 26	+74.68K	1.76%
LPL Financial LLC	89.80K	Jun 30, 26	+11.89K	1.73%
AdvisorNet Financial, Inc	80.50K	Jun 30, 26	-45.00K	1.55%
Cambridge Investment Research Advisors, Inc.	68.18K	Jun 30, 26	-1.37K	1.31%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	53.75K	Jun 30, 26	+53.75K	1.04%
Outlook Wealth Advisors, LLC	52.80K	Jun 30, 26	+5.22K	1.02%
RAYMOND JAMES FINANCIAL INC	51.59K	Jun 30, 26	-2.81K	0.99%
Diligent Investors, LLC	49.13K	Jun 30, 26	-2.00K	0.95%
Tradition Wealth Management, LLC	48.63K	Jun 30, 26	-1.29K	0.94%
ENVESTNET ASSET MANAGEMENT INC	39.31K	Jun 30, 26	-22.42K	0.76%
Crown Wealth Group, LLC	38.34K	Jun 30, 26	--	0.74%
My Personal CFO, LLC	36.00K	Jun 30, 26	--	0.69%
Forty-three Eighteen Advisors, LLC	34.57K	Jun 30, 26	--	0.67%
DHJJ Financial Advisors, Ltd.	33.99K	Jun 30, 26	-277	0.66%
HighTower Advisors, LLC	32.67K	Jun 30, 26	--	0.63%
MML INVESTORS SERVICES, LLC	30.52K	Jun 30, 26	+2.71K	0.59%
Advus Financial Partners, LLC	24.85K	Jun 30, 26	-828	0.48%
CreativeOne Wealth, LLC	24.67K	Jun 30, 26	+234	0.48%
BIP Wealth, LLC	24.52K	Jun 30, 26	+610	0.47%
Triumph Capital Management	23.47K	Jun 30, 26	-6.57K	0.45%
IFP Advisors, Inc	22.30K	Jun 30, 26	+1.85K	0.43%
Focus Financial Network, Inc.	21.32K	Jun 30, 26	-2.54K	0.41%
CITADEL ADVISORS LLC	19.95K	Jun 30, 26	+19.95K	0.38%
JDM Financial Group LLC	19.37K	Jun 30, 26	-109	0.37%
FSA Advisors, Inc.	17.62K	Jun 30, 26	-433	0.34%
JPMORGAN CHASE & CO	17.60K	Jun 30, 26	+16.67K	0.34%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	17.57K	Jun 30, 26	--	0.34%
PFG Advisors	17.00K	Jun 30, 26	-282	0.33%
Global Assets Advisory, LLC	16.68K	Jun 30, 26	+16.68K	0.32%
CWC Advisors, LLC.	14.23K	Jun 30, 26	-144	0.27%
CREATIVE FINANCIAL DESIGNS INC /ADV	14.06K	Jun 30, 26	+200	0.27%
AE Wealth Management LLC	13.77K	Jun 30, 26	-1.89K	0.27%
GWN SECURITIES INC.	13.74K	Jun 30, 26	+237	0.26%
BLAIR WILLIAM & CO/IL	13.57K	Jun 30, 26	--	0.26%
CoreCap Advisors, LLC	13.52K	Jun 30, 26	-776	0.26%
Liberty Atlantic Advisors LLC	12.40K	Jun 30, 26	--	0.24%
Berkshire Money Management, Inc.	12.05K	Jun 30, 26	--	0.23%
Merit Financial Group, LLC	12.02K	Jun 30, 26	-610	0.23%
JT Stratford LLC	11.86K	Jun 30, 26	--	0.23%
Phoenix Holdings Ltd.	10.81K	Jun 30, 26	-1.25K	0.21%
Stratos Wealth Advisors, LLC	10.56K	Jun 30, 26	--	0.20%
CRA Financial Services, LLC	9.68K	Jun 30, 26	--	0.19%
Brookstone Capital Management	9.63K	Jun 30, 26	+50	0.19%
Ambassador Advisors, LLC	8.59K	Jun 30, 26	-422	0.17%
Advisor OS, LLC	7.99K	Jun 30, 26	--	0.15%
TrustBank	7.94K	Jun 30, 26	-180	0.15%
Simplicity Wealth,LLC	7.90K	Jun 30, 26	+7.90K	0.15%
Trek Financial, LLC	7.76K	Jun 30, 26	+68	0.15%
Keystone Wealth Services, LLC	7.47K	Jun 30, 26	--	0.14%
Keating Financial Advisory Services, Inc.	7.18K	Jun 30, 26	--	0.14%
Fortune Financial Group, Inc.	7.04K	Jun 30, 26	--	0.14%
Visionary Wealth Advisors	6.30K	Jun 30, 26	-21	0.12%
CAPTRUST FINANCIAL ADVISORS	6.17K	Jun 30, 26	--	0.12%
MGO ONE SEVEN LLC	6.09K	Jun 30, 26	--	0.12%
Cerity Partners LLC	6.05K	Jun 30, 26	-589	0.12%
CORRADO ADVISORS, LLC	5.93K	Jun 30, 26	-20	0.11%
Main Street Financial Solutions, LLC	5.46K	Jun 30, 26	--	0.11%
BCS Wealth Management	5.37K	Jun 30, 26	--	0.10%
HRT FINANCIAL LP	5.26K	Jun 30, 26	+5.26K	0.10%
Arlington Capital Management, Inc.	5.25K	Jun 30, 26	-25	0.10%
Certified Advisory Corp	5.19K	Jun 30, 26	-515	0.10%
Sigma Planning Corp	5.09K	Jun 30, 26	--	0.10%
RESOLUTE WEALTH ADVISOR, INC.	5.06K	Jun 30, 26	--	0.10%
HARBOUR INVESTMENTS, INC.	4.95K	Jun 30, 26	--	0.10%
SRS Capital Advisors, Inc.	4.84K	Jun 30, 26	+4.48K	0.09%
TopTier Wealth Management, LLC	4.77K	Jun 30, 26	-1	0.09%
Dynamic Advisor Solutions LLC	4.74K	Jun 30, 26	--	0.09%
NWF Advisory Services Inc.	4.59K	Jun 30, 26	-658	0.09%
Resources Investment Advisors, LLC.	4.53K	Jun 30, 26	--	0.09%
Valtinson Bruner Financial Planning LLC	4.50K	Jun 30, 26	--	0.09%
Steward Partners Investment Advisory, LLC	4.15K	Jun 30, 26	--	0.08%
Snowden Capital Advisors LLC	4.13K	Jun 30, 26	--	0.08%
Element Squared LLC	4.13K	Jun 30, 26	--	0.08%
Optimist Retirement Group LLC	4.08K	Jun 30, 26	--	0.08%
WealthPlan Investment Management, LLC	4.05K	Jun 30, 26	-754	0.08%
ALTFEST L J & CO INC	3.88K	Jun 30, 26	-3.17K	0.07%
RETIREMENT GUYS FORMULA LLC	3.85K	Jun 30, 26	--	0.07%
Cambridge Advisors Inc.	3.73K	Jun 30, 26	-50	0.07%
Foundations Investment Advisors, LLC	3.64K	Jun 30, 26	+3.64K	0.07%
Vantage Point Financial LLC	3.52K	Jun 30, 26	+3.52K	0.07%
Retirement Planning Group	3.52K	Jun 30, 26	+3.52K	0.07%
Prime Capital Investment Advisors, LLC	3.50K	Jun 30, 26	+3.50K	0.07%
AXXCESS WEALTH MANAGEMENT, LLC	3.46K	Jun 30, 26	+3.46K	0.07%
Capital Analysts, LLC	3.06K	Jun 30, 26	-696	0.06%
FIFTH THIRD BANCORP	2.85K	Jun 30, 26	--	0.05%
Regatta Research & Money Management	1.90K	Jun 30, 26	+1.90K	0.04%
NBC SECURITIES, INC.	1.55K	Jun 30, 26	+680	0.03%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1.53K	Jun 30, 26	--	0.03%
Atlantic Private Wealth, LLC	1.00K	Jun 30, 26	+1.00K	0.02%
GILL CAPITAL PARTNERS, LLC	872	Jun 30, 26	--	0.02%
Integrated Wealth Concepts LLC	625	Jun 30, 26	+625	0.01%
Archer Investment Corp	588	Jun 30, 26	--	0.01%
RED REEF ADVISORS LLC	500	Jun 30, 26	--	0.01%
PlanVest Financial, Inc	419	Jun 30, 26	--	0.01%
Highland Investment Advisors LLC	349	Jun 30, 26	+349	0.01%
Noble Wealth Management PBC	347	Jun 30, 26	-750	0.01%
FIDUCIARY FINANCIAL ADVISORS	271	Jun 30, 26	+271	0.01%
MORGAN STANLEY	255	Jun 30, 26	--	0.00%
ASSETMARK, INC	250	Jun 30, 26	--	0.00%
Luminist Capital LLC	212	Jun 30, 26	+212	0.00%
MCGUIRE CAPITAL ADVISORS INC	120	Jun 30, 26	-13	0.00%
Fairman Group, LLC	113	Jun 30, 26	--	0.00%
IFG Advisory, LLC	100	Jun 30, 26	--	0.00%
Weaver Capital Management LLC	99	Jun 30, 26	--	0.00%
PERSONAL CFO SOLUTIONS, LLC	--	Jun 30, 26	-157.21K	--
CENTAURUS FINANCIAL, INC.	--	Jun 30, 26	-2.33K	--
Capital Investment Advisory Services, LLC	--	Jun 30, 26	-1.03K	--
Grantvest Financial Group LLC	--	Jun 30, 26	-10.08K	--
Advisory Services Network, LLC	--	Jun 30, 26	-650	--
VanWeelden Wealth Management, LLC	--	Jun 30, 26	-18.74K	--
SILVER OAK SECURITIES, INCORPORATED	--	Jun 30, 26	-13.03K	--
UBS Group AG	--	Jun 30, 26	-341	--
Sound Income Strategies, LLC	--	Jun 30, 26	-73	--
Whipplewood Advisors, LLC	--	Jun 30, 26	-495	--
Sunbelt Securities, Inc.	34.63K	Mar 31, 26	+306	0.67%
U.S. Capital Wealth Advisors, LLC	5.78K	Mar 31, 26	+357	0.11%
COMERICA BANK	1.50K	Dec 31, 25	--	0.03%
Atria Wealth Solutions, Inc.	12.22K	Jun 30, 25	-339	0.24%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	5.56K	Jun 30, 25	+5.56K	0.11%
AVANTAX ADVISORY SERVICES, INC.	5.43K	Jun 30, 25	--	0.10%
Sugarloaf Wealth Management, LLC	19.77K	Dec 31, 24	-1.00K	0.38%
Riggs Capital Management LLC	4.77K	Dec 31, 24	+4.77K	0.09%
RAYMOND JAMES & ASSOCIATES	18.75K	Sep 30, 24	-936	0.36%
Raymond James Financial Services Advisors, Inc.	9.40K	Sep 30, 24	-23.56K	0.18%
Pillar Wealth Advisors, LLC	--	Sep 30, 24	-4.56K	--
Cetera Advisors LLC	54.01K	Mar 31, 24	+48.89K	1.04%
Cetera Advisor Networks LLC	27.08K	Mar 31, 24	+7.36K	0.52%
FOCUS FINANCIAL NETWORK INC /ADV	7.41K	Dec 31, 23	+7.41K	0.14%
Sutton Wealth Advisors Inc.	260	Sep 30, 23	--	0.01%
Frontier Wealth Management LLC	6.60K	Jun 30, 22	--	0.13%
NEXT Financial Group, Inc	1.52K	Dec 31, 21	--	0.03%
First Allied Advisory Services, Inc.	10.50K	Sep 30, 20	--	0.20%
ACCURATE INVESTMENT SOLUTIONS, INC.	215	Mar 31, 20	+215	0.00%

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Holder

Date

Change

% Held

Mutual Advisors, LLC

479.04K

Jun 30, 26

-5.42K

9.23%

Janney Montgomery Scott LLC

464.06K

Jun 30, 26

+11.87K

8.94%

NewEdge Advisors, LLC

414.40K

Jun 30, 26

+13.81K

7.99%

ADVISOR GROUP HOLDINGS, INC.

413.18K

Jun 30, 26

+42.64K

7.96%

TRUIST FINANCIAL CORP

209.07K

Jun 30, 26

+2.13K

4.03%

Encompass More Asset Management

181.12K

Jun 30, 26

-1.34K

3.49%

Cornerstone Wealth, LLC/TN

138.01K

Jun 30, 26

+1.39K

2.66%

MAI Capital Management

134.85K

Jun 30, 26

+9.43K

2.60%

Cetera Investment Advisers

125.71K

Jun 30, 26

-36.64K

2.42%

COMMONWEALTH EQUITY SERVICES, LLC

116.38K

Jun 30, 26

-2.73K

2.24%

Long Island Wealth Management, Inc.

114.41K

Jun 30, 26

+1.62K

2.21%

Kestra Advisory Services, LLC

113.22K

Jun 30, 26

-110.84K

2.18%

RED CRANE WEALTH MANAGEMENT, LLC

107.01K

Jun 30, 26

-230

2.06%

OLD MISSION CAPITAL LLC

91.18K

Jun 30, 26

+74.68K

1.76%

LPL Financial LLC

89.80K

Jun 30, 26

+11.89K

1.73%

AdvisorNet Financial, Inc

80.50K

Jun 30, 26

-45.00K

1.55%

Cambridge Investment Research Advisors, Inc.

68.18K

Jun 30, 26

-1.37K

1.31%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

53.75K

Jun 30, 26

+53.75K

1.04%

Outlook Wealth Advisors, LLC

52.80K

Jun 30, 26

+5.22K

1.02%

RAYMOND JAMES FINANCIAL INC

51.59K

Jun 30, 26

-2.81K

0.99%

Diligent Investors, LLC

49.13K

Jun 30, 26

-2.00K

0.95%

Tradition Wealth Management, LLC

48.63K

Jun 30, 26

-1.29K

0.94%

ENVESTNET ASSET MANAGEMENT INC

39.31K

Jun 30, 26

-22.42K

0.76%

Crown Wealth Group, LLC

38.34K

Jun 30, 26

0.74%

My Personal CFO, LLC

36.00K

Jun 30, 26

0.69%

Forty-three Eighteen Advisors, LLC

34.57K

Jun 30, 26

0.67%

DHJJ Financial Advisors, Ltd.

33.99K

Jun 30, 26

-277

0.66%

HighTower Advisors, LLC

32.67K

Jun 30, 26

0.63%

MML INVESTORS SERVICES, LLC

30.52K

Jun 30, 26

+2.71K

0.59%

Advus Financial Partners, LLC

24.85K

Jun 30, 26

-828

0.48%

CreativeOne Wealth, LLC

24.67K

Jun 30, 26

+234

0.48%

BIP Wealth, LLC

24.52K

Jun 30, 26

+610

0.47%

Triumph Capital Management

23.47K

Jun 30, 26

-6.57K

0.45%

IFP Advisors, Inc

22.30K

Jun 30, 26

+1.85K

0.43%

Focus Financial Network, Inc.

21.32K

Jun 30, 26

-2.54K

0.41%

CITADEL ADVISORS LLC

19.95K

Jun 30, 26

+19.95K

0.38%

JDM Financial Group LLC

19.37K

Jun 30, 26

-109

0.37%

FSA Advisors, Inc.

17.62K

Jun 30, 26

-433

0.34%

JPMORGAN CHASE & CO

17.60K

Jun 30, 26

+16.67K

0.34%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

17.57K

Jun 30, 26

0.34%

PFG Advisors

17.00K

Jun 30, 26

-282

0.33%

Global Assets Advisory, LLC

16.68K

Jun 30, 26

+16.68K

0.32%

CWC Advisors, LLC.

14.23K

Jun 30, 26

-144

0.27%

CREATIVE FINANCIAL DESIGNS INC /ADV

14.06K

Jun 30, 26

+200

0.27%

AE Wealth Management LLC

13.77K

Jun 30, 26

-1.89K

0.27%

GWN SECURITIES INC.

13.74K

Jun 30, 26

+237

0.26%

BLAIR WILLIAM & CO/IL

13.57K

Jun 30, 26

0.26%

CoreCap Advisors, LLC

13.52K

Jun 30, 26

-776

0.26%

Liberty Atlantic Advisors LLC

12.40K

Jun 30, 26

0.24%

Berkshire Money Management, Inc.

12.05K

Jun 30, 26

0.23%

Merit Financial Group, LLC

12.02K

Jun 30, 26

-610

0.23%

JT Stratford LLC

11.86K

Jun 30, 26

0.23%

Phoenix Holdings Ltd.

10.81K

Jun 30, 26

-1.25K

0.21%

Stratos Wealth Advisors, LLC

10.56K

Jun 30, 26

0.20%

CRA Financial Services, LLC

9.68K

Jun 30, 26

0.19%

Brookstone Capital Management

9.63K

Jun 30, 26

+50

0.19%

Ambassador Advisors, LLC

8.59K

Jun 30, 26

-422

0.17%

Advisor OS, LLC

7.99K

Jun 30, 26

0.15%

TrustBank

7.94K

Jun 30, 26

-180

0.15%

Simplicity Wealth,LLC

7.90K

Jun 30, 26

+7.90K

0.15%

Trek Financial, LLC

7.76K

Jun 30, 26

+68

0.15%

Keystone Wealth Services, LLC

7.47K

Jun 30, 26

0.14%

Keating Financial Advisory Services, Inc.

7.18K

Jun 30, 26

0.14%

Fortune Financial Group, Inc.

7.04K

Jun 30, 26

0.14%

Visionary Wealth Advisors

6.30K

Jun 30, 26

-21

0.12%

CAPTRUST FINANCIAL ADVISORS

6.17K

Jun 30, 26

0.12%

MGO ONE SEVEN LLC

6.09K

Jun 30, 26

0.12%

Cerity Partners LLC

6.05K

Jun 30, 26

-589

0.12%

CORRADO ADVISORS, LLC

5.93K

Jun 30, 26

-20

0.11%

Main Street Financial Solutions, LLC

5.46K

Jun 30, 26

0.11%

BCS Wealth Management

5.37K

Jun 30, 26

0.10%

HRT FINANCIAL LP

5.26K

Jun 30, 26

+5.26K

0.10%

Arlington Capital Management, Inc.

5.25K

Jun 30, 26

-25

0.10%

Certified Advisory Corp

5.19K

Jun 30, 26

-515

0.10%

Sigma Planning Corp

5.09K

Jun 30, 26

0.10%

RESOLUTE WEALTH ADVISOR, INC.

5.06K

Jun 30, 26

0.10%

HARBOUR INVESTMENTS, INC.

4.95K

Jun 30, 26

0.10%

SRS Capital Advisors, Inc.

4.84K

Jun 30, 26

+4.48K

0.09%

TopTier Wealth Management, LLC

4.77K

Jun 30, 26

-1

0.09%

Dynamic Advisor Solutions LLC

4.74K

Jun 30, 26

0.09%

NWF Advisory Services Inc.

4.59K

Jun 30, 26

-658

0.09%

Resources Investment Advisors, LLC.

4.53K

Jun 30, 26

0.09%

Valtinson Bruner Financial Planning LLC

4.50K

Jun 30, 26

0.09%

Steward Partners Investment Advisory, LLC

4.15K

Jun 30, 26

0.08%

Snowden Capital Advisors LLC

4.13K

Jun 30, 26

0.08%

Element Squared LLC

4.13K

Jun 30, 26

0.08%

Optimist Retirement Group LLC

4.08K

Jun 30, 26

0.08%

WealthPlan Investment Management, LLC

4.05K

Jun 30, 26

-754

0.08%

ALTFEST L J & CO INC

3.88K

Jun 30, 26

-3.17K

0.07%

RETIREMENT GUYS FORMULA LLC

3.85K

Jun 30, 26

0.07%

Cambridge Advisors Inc.

3.73K

Jun 30, 26

-50

0.07%

Foundations Investment Advisors, LLC

3.64K

Jun 30, 26

+3.64K

0.07%

Vantage Point Financial LLC

3.52K

Jun 30, 26

+3.52K

0.07%

Retirement Planning Group

3.52K

Jun 30, 26

+3.52K

0.07%

Prime Capital Investment Advisors, LLC

3.50K

Jun 30, 26

+3.50K

0.07%

AXXCESS WEALTH MANAGEMENT, LLC

3.46K

Jun 30, 26

+3.46K

0.07%

Capital Analysts, LLC

3.06K

Jun 30, 26

-696

0.06%

FIFTH THIRD BANCORP

2.85K

Jun 30, 26

0.05%

Regatta Research & Money Management

1.90K

Jun 30, 26

+1.90K

0.04%

NBC SECURITIES, INC.

1.55K

Jun 30, 26

+680

0.03%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

1.53K

Jun 30, 26

0.03%

Atlantic Private Wealth, LLC

1.00K

Jun 30, 26

+1.00K

0.02%

GILL CAPITAL PARTNERS, LLC

872

Jun 30, 26

0.02%

Integrated Wealth Concepts LLC

625

Jun 30, 26

+625

0.01%

Archer Investment Corp

588

Jun 30, 26

0.01%

RED REEF ADVISORS LLC

500

Jun 30, 26

0.01%

PlanVest Financial, Inc

419

Jun 30, 26

0.01%

Highland Investment Advisors LLC

349

Jun 30, 26

+349

0.01%

Noble Wealth Management PBC

347

Jun 30, 26

-750

0.01%

FIDUCIARY FINANCIAL ADVISORS

271

Jun 30, 26

+271

0.01%

MORGAN STANLEY

255

Jun 30, 26

0.00%

ASSETMARK, INC

250

Jun 30, 26

0.00%

Luminist Capital LLC

212

Jun 30, 26

+212

0.00%

MCGUIRE CAPITAL ADVISORS INC

120

Jun 30, 26

-13

0.00%

Fairman Group, LLC

113

Jun 30, 26

0.00%

IFG Advisory, LLC

100

Jun 30, 26

0.00%

Weaver Capital Management LLC

Jun 30, 26

0.00%

PERSONAL CFO SOLUTIONS, LLC

Jun 30, 26

-157.21K

CENTAURUS FINANCIAL, INC.

Jun 30, 26

-2.33K

Capital Investment Advisory Services, LLC

Jun 30, 26

-1.03K

Grantvest Financial Group LLC

Jun 30, 26

-10.08K

Advisory Services Network, LLC

Jun 30, 26

-650

VanWeelden Wealth Management, LLC

Jun 30, 26

-18.74K

SILVER OAK SECURITIES, INCORPORATED

Jun 30, 26

-13.03K

UBS Group AG

Jun 30, 26

-341

Sound Income Strategies, LLC

Jun 30, 26

-73

Whipplewood Advisors, LLC

Jun 30, 26

-495

Sunbelt Securities, Inc.

34.63K

Mar 31, 26

+306

0.67%

U.S. Capital Wealth Advisors, LLC

5.78K

Mar 31, 26

+357

0.11%

COMERICA BANK

1.50K

Dec 31, 25

0.03%

Atria Wealth Solutions, Inc.

12.22K

Jun 30, 25

-339

0.24%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

5.56K

Jun 30, 25

+5.56K

0.11%

AVANTAX ADVISORY SERVICES, INC.

5.43K

Jun 30, 25

0.10%

Sugarloaf Wealth Management, LLC

19.77K

Dec 31, 24

-1.00K

0.38%

Riggs Capital Management LLC

4.77K

Dec 31, 24

+4.77K

0.09%

RAYMOND JAMES & ASSOCIATES

18.75K

Sep 30, 24

-936

0.36%

Raymond James Financial Services Advisors, Inc.

9.40K

Sep 30, 24

-23.56K

0.18%

Pillar Wealth Advisors, LLC

Sep 30, 24

-4.56K

Cetera Advisors LLC

54.01K

Mar 31, 24

+48.89K

1.04%

Cetera Advisor Networks LLC

27.08K

Mar 31, 24

+7.36K

0.52%

FOCUS FINANCIAL NETWORK INC /ADV

7.41K

Dec 31, 23

+7.41K

0.14%

Sutton Wealth Advisors Inc.

260

Sep 30, 23

0.01%

Frontier Wealth Management LLC

6.60K

Jun 30, 22

0.13%

NEXT Financial Group, Inc

1.52K

Dec 31, 21

0.03%

First Allied Advisory Services, Inc.

10.50K

Sep 30, 20

0.20%

ACCURATE INVESTMENT SOLUTIONS, INC.

215

Mar 31, 20

+215

0.00%