USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund(SDCI)

$31.58—Stale · unknown old

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USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund(SDCI)

NYSE • Last print unknown ago

$31.58—Stale · unknown old

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SDCI(SDCI)

SDCI

Institutional Ownership

Top 140 Institutional Holders

Holder	Shares	Date	Change	% Held
3EDGE Asset Management, LP	2.34M	Jun 30, 26	+114.00K	11.58%
Proficio Capital Partners LLC	809.66K	Jun 30, 26	+359.94K	4.01%
Viaable, LLC	769.78K	Jun 30, 26	+769.78K	3.81%
MORGAN STANLEY	702.90K	Jun 30, 26	+369.33K	3.48%
Brinker Capital Investments, LLC	619.53K	Jun 30, 26	-2.83K	3.07%
ADVISOR GROUP HOLDINGS, INC.	471.35K	Jun 30, 26	+71.84K	2.33%
Maltin Wealth Management, Inc.	442.17K	Jun 30, 26	+13.40K	2.19%
Peak Financial Management, Inc.	380.98K	Jun 30, 26	+3.56K	1.89%
RAYMOND JAMES FINANCIAL INC	322.82K	Jun 30, 26	-42.53K	1.60%
ABLE Financial Group, LLC	235.56K	Jun 30, 26	+16.15K	1.17%
LPL Financial LLC	229.44K	Jun 30, 26	+185.77K	1.14%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	213.51K	Jun 30, 26	+213.51K	1.06%
Empirical Asset Management, LLC	206.22K	Jun 30, 26	-149.74K	1.02%
Fundamentum, LLC	193.55K	Jun 30, 26	+99.99K	0.96%
WELLS FARGO & COMPANY/MN	176.81K	Jun 30, 26	+175.35K	0.88%
MATHER GROUP, LLC.	173.19K	Jun 30, 26	+110.83K	0.86%
Midwest Professional Planners, LTD.	167.27K	Jun 30, 26	+16.76K	0.83%
Focus Financial Network, Inc.	163.68K	Jun 30, 26	+70.47K	0.81%
MML INVESTORS SERVICES, LLC	151.66K	Jun 30, 26	+56.92K	0.75%
ENVESTNET ASSET MANAGEMENT INC	147.97K	Jun 30, 26	+28.28K	0.73%
Cambridge Investment Research Advisors, Inc.	143.71K	Jun 30, 26	+9.95K	0.71%
BKM Wealth Management, LLC	139.17K	Jun 30, 26	-34.02K	0.69%
WESCAP Management Group, Inc.	135.75K	Jun 30, 26	-33.99K	0.67%
Atria Investments, Inc	119.47K	Jun 30, 26	+3.10K	0.59%
Mariner, LLC	114.66K	Jun 30, 26	+1.34K	0.57%
WBI INVESTMENTS, INC.	109.61K	Jun 30, 26	+1.25K	0.54%
WILEY BROS.-AINTREE CAPITAL, LLC	104.91K	Jun 30, 26	+6.78K	0.52%
Cambria Investment Management, L.P.	102.05K	Jun 30, 26	+3.73K	0.51%
MATAURO, LLC	101.57K	Jun 30, 26	+101.57K	0.50%
STIFEL FINANCIAL CORP	90.99K	Jun 30, 26	-11.36K	0.45%
TRUE Private Wealth Advisors	88.58K	Jun 30, 26	+4.95K	0.44%
EverSource Wealth Advisors, LLC	81.88K	Jun 30, 26	+25.38K	0.41%
RETIREMENT FINANCIAL SOLUTIONS, LLC	72.92K	Jun 30, 26	+72.92K	0.36%
HRT FINANCIAL LP	69.55K	Jun 30, 26	+69.55K	0.34%
HighTower Advisors, LLC	63.58K	Jun 30, 26	+45.94K	0.31%
Prosperitas Financial LLC	60.78K	Jun 30, 26	+884	0.30%
VISTA INVESTMENT PARTNERS II, LLC	57.50K	Jun 30, 26	+57.50K	0.28%
CITADEL ADVISORS LLC	56.38K	Jun 30, 26	+56.38K	0.28%
Summit Financial, LLC	56.23K	Jun 30, 26	+17.34K	0.28%
Maridea Wealth Management LLC	55.16K	Jun 30, 26	+2.90K	0.27%
Stegent Equity Advisors, Inc.	52.72K	Jun 30, 26	+52.72K	0.26%
Apollon Wealth Management, LLC	52.53K	Jun 30, 26	-4.40K	0.26%
Portside Wealth Group, LLC	49.08K	Jun 30, 26	+4.24K	0.24%
Ashton Thomas Private Wealth, LLC	48.18K	Jun 30, 26	+1.13K	0.24%
COMMONWEALTH EQUITY SERVICES, LLC	45.66K	Jun 30, 26	+28.97K	0.23%
FISCHER INVESTMENT STRATEGIES, LLC	45.45K	Jun 30, 26	+45.45K	0.22%
Alhambra Investment Partners LLC	43.54K	Jun 30, 26	-5.86K	0.22%
HM PAYSON & CO	38.81K	Jun 30, 26	--	0.19%
Moors & Cabot, Inc.	38.75K	Jun 30, 26	-13.59K	0.19%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	34.52K	Jun 30, 26	+2.71K	0.17%
PRINCIPAL SECURITIES, INC.	34.30K	Jun 30, 26	+1.41K	0.17%
JANE STREET GROUP, LLC	32.71K	Jun 30, 26	+32.71K	0.16%
G&S Capital LLC	32.56K	Jun 30, 26	+32.56K	0.16%
FLOW TRADERS U.S. LLC	32.38K	Jun 30, 26	+32.38K	0.16%
Cetera Investment Advisers	31.75K	Jun 30, 26	+3.85K	0.16%
STOCK YARDS BANK & TRUST CO	31.42K	Jun 30, 26	-2.26K	0.16%
CERTIOR FINANCIAL GROUP, LLC	30.15K	Jun 30, 26	+200	0.15%
DAVENPORT & Co LLC	28.48K	Jun 30, 26	+28.48K	0.14%
Allied Private Wealth LLC	28.29K	Jun 30, 26	+28.29K	0.14%
Wick Capital Partners, LLC	27.95K	Jun 30, 26	-800	0.14%
Sovereign Financial Group, Inc.	26.90K	Jun 30, 26	-731	0.13%
Steward Partners Investment Advisory, LLC	26.82K	Jun 30, 26	+13.09K	0.13%
Alliance Wealth Advisors, LLC /UT	26.03K	Jun 30, 26	-4.29K	0.13%
THRIVENT FINANCIAL FOR LUTHERANS	25.93K	Jun 30, 26	+656	0.13%
WT Wealth Management	24.54K	Jun 30, 26	+5	0.12%
Quantinno Capital Management LP	24.52K	Jun 30, 26	+3.25K	0.12%
Cornerstone Wealth, LLC/TN	22.97K	Jun 30, 26	-10.79K	0.11%
Riverbend Wealth Management, LLC	22.34K	Jun 30, 26	+22.34K	0.11%
Advisor Resource Council	20.61K	Jun 30, 26	+385	0.10%
Integrated Wealth Concepts LLC	20.09K	Jun 30, 26	+20.09K	0.10%
Cerity Partners LLC	19.06K	Jun 30, 26	-765	0.09%
WESTBOURNE INVESTMENTS, INC.	18.41K	Jun 30, 26	-3.81K	0.09%
Advisor OS, LLC	18.35K	Jun 30, 26	+18.35K	0.09%
Brookwood Investment Group LLC	17.79K	Jun 30, 26	+446	0.09%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	17.60K	Jun 30, 26	--	0.09%
Belpointe Asset Management LLC	17.26K	Jun 30, 26	+17.26K	0.09%
Elyxium Wealth, LLC	16.69K	Jun 30, 26	+16.69K	0.08%
Advyzon Investment Management, LLC	16.63K	Jun 30, 26	+16.63K	0.08%
BANK OF MONTREAL /CAN/	16.31K	Jun 30, 26	+515	0.08%
NewEdge Advisors, LLC	15.00K	Jun 30, 26	+10.00K	0.07%
SIMPLEX TRADING, LLC	14.54K	Jun 30, 26	+2.29K	0.07%
SMI Advisory Services, LLC	13.84K	Jun 30, 26	-840.87K	0.07%
Sharp Financial Services, LLC	13.25K	Jun 30, 26	+1.00K	0.07%
INDEPENDENT FINANCIAL GROUP, LLC	12.94K	Jun 30, 26	+3.56K	0.06%
Interchange Capital Partners, LLC	12.74K	Jun 30, 26	+12.74K	0.06%
Matrix Trust Co	12.72K	Jun 30, 26	-520	0.06%
TWO SIGMA SECURITIES, LLC	12.68K	Jun 30, 26	+12.68K	0.06%
Wallace Advisory Group, LLC	11.65K	Jun 30, 26	-752	0.06%
IFP Advisors, Inc	10.90K	Jun 30, 26	+2.20K	0.05%
Andina Capital Management, LLC	10.68K	Jun 30, 26	+10.68K	0.05%
Symphony Financial, Ltd. Co.	10.62K	Jun 30, 26	+10.62K	0.05%
Advisory Services Network, LLC	10.10K	Jun 30, 26	-13.65K	0.05%
RICHARDS, MERRILL & PETERSON, INC.	9.90K	Jun 30, 26	-850	0.05%
Ausdal Financial Partners, Inc.	9.44K	Jun 30, 26	+369	0.05%
BANK OF AMERICA CORP /DE/	9.20K	Jun 30, 26	+9.20K	0.05%
K.J. Harrison & Partners Inc	8.78K	Jun 30, 26	--	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	8.27K	Jun 30, 26	-11.61K	0.04%
Castleview Partners, LLC	8.22K	Jun 30, 26	+8.22K	0.04%
Financial Network Wealth Advisors LLC	8.14K	Jun 30, 26	+384	0.04%
GWN SECURITIES INC.	7.91K	Jun 30, 26	+7.91K	0.04%
MISSION WEALTH MANAGEMENT, LP	7.60K	Jun 30, 26	--	0.04%
Principia Wealth Advisory, LLC	5.98K	Jun 30, 26	+120	0.03%
Ares Financial Consulting, LLC	4.15K	Jun 30, 26	+3.50K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	3.93K	Jun 30, 26	+3.93K	0.02%
Ronald Blue Trust, Inc.	3.65K	Jun 30, 26	+1.66K	0.02%
NBC SECURITIES, INC.	3.60K	Jun 30, 26	--	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	3.56K	Jun 30, 26	-26.01K	0.02%
HARBOUR INVESTMENTS, INC.	2.74K	Jun 30, 26	--	0.01%
Crewe Advisors LLC	2.39K	Jun 30, 26	+2.39K	0.01%
Ameritas Advisory Services, LLC	1.92K	Jun 30, 26	+1.92K	0.01%
UBS Group AG	1.00K	Jun 30, 26	+1.00K	0.00%
JPMORGAN CHASE & CO	929	Jun 30, 26	+615	0.00%
Continuum Advisory, LLC	632	Jun 30, 26	+632	0.00%
FMR LLC	605	Jun 30, 26	+605	0.00%
FIFTH THIRD BANCORP	550	Jun 30, 26	+550	0.00%
Geneos Wealth Management Inc.	500	Jun 30, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	444	Jun 30, 26	+15	0.00%
Clearstead Advisors, LLC	295	Jun 30, 26	--	0.00%
US BANCORP \DE\	250	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	214	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	200	Jun 30, 26	--	0.00%
SHP Wealth Management	126	Jun 30, 26	+126	0.00%
ASSETMARK, INC	91	Jun 30, 26	-12	0.00%
Farther Finance Advisors, LLC	81	Jun 30, 26	+81	0.00%
Private Advisor Group, LLC	--	Jun 30, 26	-12.04K	--
Vision Retirement, LLC	--	Jun 30, 26	-140	--
FIG FINANCIAL ADVISORY SERVICES INC /ADV	--	Jun 30, 26	-144.76K	--
Abound Wealth Management	--	Jun 30, 26	-530	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-1.52K	--
MILLINGTON SECURITIES, INC.	108.36K	Mar 31, 26	+108.36K	0.54%
CWM, LLC	1.18K	Mar 31, 26	+1.18K	0.01%
NAPA WEALTH MANAGEMENT	176.64K	Sep 30, 25	+23.77K	0.87%
Binnacle Investments Inc	167	Sep 30, 25	+167	0.00%
AVANTAX ADVISORY SERVICES, INC.	16.44K	Jun 30, 25	-354	0.08%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-11.41K	--
Orion Portfolio Solutions, LLC	409.08K	Mar 31, 25	+379.77K	2.03%
TAP Consulting, LLC	50.05K	Dec 31, 24	-934	0.25%
Claraphi Advisory Network, LLC	86.36K	Dec 31, 22	+57.92K	0.43%
LFS ASSET MANAGEMENT	--	Sep 30, 22	-10.09K	--
LADENBURG THALMANN FINANCIAL SERVICES INC.	83.44K	Dec 31, 19	+285	0.41%

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Holder

Date

Change

% Held

3EDGE Asset Management, LP

2.34M

Jun 30, 26

+114.00K

11.58%

Proficio Capital Partners LLC

809.66K

Jun 30, 26

+359.94K

4.01%

Viaable, LLC

769.78K

Jun 30, 26

+769.78K

3.81%

MORGAN STANLEY

702.90K

Jun 30, 26

+369.33K

3.48%

Brinker Capital Investments, LLC

619.53K

Jun 30, 26

-2.83K

3.07%

ADVISOR GROUP HOLDINGS, INC.

471.35K

Jun 30, 26

+71.84K

2.33%

Maltin Wealth Management, Inc.

442.17K

Jun 30, 26

+13.40K

2.19%

Peak Financial Management, Inc.

380.98K

Jun 30, 26

+3.56K

1.89%

RAYMOND JAMES FINANCIAL INC

322.82K

Jun 30, 26

-42.53K

1.60%

ABLE Financial Group, LLC

235.56K

Jun 30, 26

+16.15K

1.17%

LPL Financial LLC

229.44K

Jun 30, 26

+185.77K

1.14%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

213.51K

Jun 30, 26

+213.51K

1.06%

Empirical Asset Management, LLC

206.22K

Jun 30, 26

-149.74K

1.02%

Fundamentum, LLC

193.55K

Jun 30, 26

+99.99K

0.96%

WELLS FARGO & COMPANY/MN

176.81K

Jun 30, 26

+175.35K

0.88%

MATHER GROUP, LLC.

173.19K

Jun 30, 26

+110.83K

0.86%

Midwest Professional Planners, LTD.

167.27K

Jun 30, 26

+16.76K

0.83%

Focus Financial Network, Inc.

163.68K

Jun 30, 26

+70.47K

0.81%

MML INVESTORS SERVICES, LLC

151.66K

Jun 30, 26

+56.92K

0.75%

ENVESTNET ASSET MANAGEMENT INC

147.97K

Jun 30, 26

+28.28K

0.73%

Cambridge Investment Research Advisors, Inc.

143.71K

Jun 30, 26

+9.95K

0.71%

BKM Wealth Management, LLC

139.17K

Jun 30, 26

-34.02K

0.69%

WESCAP Management Group, Inc.

135.75K

Jun 30, 26

-33.99K

0.67%

Atria Investments, Inc

119.47K

Jun 30, 26

+3.10K

0.59%

Mariner, LLC

114.66K

Jun 30, 26

+1.34K

0.57%

WBI INVESTMENTS, INC.

109.61K

Jun 30, 26

+1.25K

0.54%

WILEY BROS.-AINTREE CAPITAL, LLC

104.91K

Jun 30, 26

+6.78K

0.52%

Cambria Investment Management, L.P.

102.05K

Jun 30, 26

+3.73K

0.51%

MATAURO, LLC

101.57K

Jun 30, 26

+101.57K

0.50%

STIFEL FINANCIAL CORP

90.99K

Jun 30, 26

-11.36K

0.45%

TRUE Private Wealth Advisors

88.58K

Jun 30, 26

+4.95K

0.44%

EverSource Wealth Advisors, LLC

81.88K

Jun 30, 26

+25.38K

0.41%

RETIREMENT FINANCIAL SOLUTIONS, LLC

72.92K

Jun 30, 26

+72.92K

0.36%

HRT FINANCIAL LP

69.55K

Jun 30, 26

+69.55K

0.34%

HighTower Advisors, LLC

63.58K

Jun 30, 26

+45.94K

0.31%

Prosperitas Financial LLC

60.78K

Jun 30, 26

+884

0.30%

VISTA INVESTMENT PARTNERS II, LLC

57.50K

Jun 30, 26

+57.50K

0.28%

CITADEL ADVISORS LLC

56.38K

Jun 30, 26

+56.38K

0.28%

Summit Financial, LLC

56.23K

Jun 30, 26

+17.34K

0.28%

Maridea Wealth Management LLC

55.16K

Jun 30, 26

+2.90K

0.27%

Stegent Equity Advisors, Inc.

52.72K

Jun 30, 26

+52.72K

0.26%

Apollon Wealth Management, LLC

52.53K

Jun 30, 26

-4.40K

0.26%

Portside Wealth Group, LLC

49.08K

Jun 30, 26

+4.24K

0.24%

Ashton Thomas Private Wealth, LLC

48.18K

Jun 30, 26

+1.13K

0.24%

COMMONWEALTH EQUITY SERVICES, LLC

45.66K

Jun 30, 26

+28.97K

0.23%

FISCHER INVESTMENT STRATEGIES, LLC

45.45K

Jun 30, 26

+45.45K

0.22%

Alhambra Investment Partners LLC

43.54K

Jun 30, 26

-5.86K

0.22%

HM PAYSON & CO

38.81K

Jun 30, 26

0.19%

Moors & Cabot, Inc.

38.75K

Jun 30, 26

-13.59K

0.19%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

34.52K

Jun 30, 26

+2.71K

0.17%

PRINCIPAL SECURITIES, INC.

34.30K

Jun 30, 26

+1.41K

0.17%

JANE STREET GROUP, LLC

32.71K

Jun 30, 26

+32.71K

0.16%

G&S Capital LLC

32.56K

Jun 30, 26

+32.56K

0.16%

FLOW TRADERS U.S. LLC

32.38K

Jun 30, 26

+32.38K

0.16%

Cetera Investment Advisers

31.75K

Jun 30, 26

+3.85K

0.16%

STOCK YARDS BANK & TRUST CO

31.42K

Jun 30, 26

-2.26K

0.16%

CERTIOR FINANCIAL GROUP, LLC

30.15K

Jun 30, 26

+200

0.15%

DAVENPORT & Co LLC

28.48K

Jun 30, 26

+28.48K

0.14%

Allied Private Wealth LLC

28.29K

Jun 30, 26

+28.29K

0.14%

Wick Capital Partners, LLC

27.95K

Jun 30, 26

-800

0.14%

Sovereign Financial Group, Inc.

26.90K

Jun 30, 26

-731

0.13%

Steward Partners Investment Advisory, LLC

26.82K

Jun 30, 26

+13.09K

0.13%

Alliance Wealth Advisors, LLC /UT

26.03K

Jun 30, 26

-4.29K

0.13%

THRIVENT FINANCIAL FOR LUTHERANS

25.93K

Jun 30, 26

+656

0.13%

WT Wealth Management

24.54K

Jun 30, 26

0.12%

Quantinno Capital Management LP

24.52K

Jun 30, 26

+3.25K

0.12%

Cornerstone Wealth, LLC/TN

22.97K

Jun 30, 26

-10.79K

0.11%

Riverbend Wealth Management, LLC

22.34K

Jun 30, 26

+22.34K

0.11%

Advisor Resource Council

20.61K

Jun 30, 26

+385

0.10%

Integrated Wealth Concepts LLC

20.09K

Jun 30, 26

+20.09K

0.10%

Cerity Partners LLC

19.06K

Jun 30, 26

-765

0.09%

WESTBOURNE INVESTMENTS, INC.

18.41K

Jun 30, 26

-3.81K

0.09%

Advisor OS, LLC

18.35K

Jun 30, 26

+18.35K

0.09%

Brookwood Investment Group LLC

17.79K

Jun 30, 26

+446

0.09%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

17.60K

Jun 30, 26

0.09%

Belpointe Asset Management LLC

17.26K

Jun 30, 26

+17.26K

0.09%

Elyxium Wealth, LLC

16.69K

Jun 30, 26

+16.69K

0.08%

Advyzon Investment Management, LLC

16.63K

Jun 30, 26

+16.63K

0.08%

BANK OF MONTREAL /CAN/

16.31K

Jun 30, 26

+515

0.08%

NewEdge Advisors, LLC

15.00K

Jun 30, 26

+10.00K

0.07%

SIMPLEX TRADING, LLC

14.54K

Jun 30, 26

+2.29K

0.07%

SMI Advisory Services, LLC

13.84K

Jun 30, 26

-840.87K

0.07%

Sharp Financial Services, LLC

13.25K

Jun 30, 26

+1.00K

0.07%

INDEPENDENT FINANCIAL GROUP, LLC

12.94K

Jun 30, 26

+3.56K

0.06%

Interchange Capital Partners, LLC

12.74K

Jun 30, 26

+12.74K

0.06%

Matrix Trust Co

12.72K

Jun 30, 26

-520

0.06%

TWO SIGMA SECURITIES, LLC

12.68K

Jun 30, 26

+12.68K

0.06%

Wallace Advisory Group, LLC

11.65K

Jun 30, 26

-752

0.06%

IFP Advisors, Inc

10.90K

Jun 30, 26

+2.20K

0.05%

Andina Capital Management, LLC

10.68K

Jun 30, 26

+10.68K

0.05%

Symphony Financial, Ltd. Co.

10.62K

Jun 30, 26

+10.62K

0.05%

Advisory Services Network, LLC

10.10K

Jun 30, 26

-13.65K

0.05%

RICHARDS, MERRILL & PETERSON, INC.

9.90K

Jun 30, 26

-850

0.05%

Ausdal Financial Partners, Inc.

9.44K

Jun 30, 26

+369

0.05%

BANK OF AMERICA CORP /DE/

9.20K

Jun 30, 26

+9.20K

0.05%

K.J. Harrison & Partners Inc

8.78K

Jun 30, 26

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

8.27K

Jun 30, 26

-11.61K

0.04%

Castleview Partners, LLC

8.22K

Jun 30, 26

+8.22K

0.04%

Financial Network Wealth Advisors LLC

8.14K

Jun 30, 26

+384

0.04%

GWN SECURITIES INC.

7.91K

Jun 30, 26

+7.91K

0.04%

MISSION WEALTH MANAGEMENT, LP

7.60K

Jun 30, 26

0.04%

Principia Wealth Advisory, LLC

5.98K

Jun 30, 26

+120

0.03%

Ares Financial Consulting, LLC

4.15K

Jun 30, 26

+3.50K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

3.93K

Jun 30, 26

+3.93K

0.02%

Ronald Blue Trust, Inc.

3.65K

Jun 30, 26

+1.66K

0.02%

NBC SECURITIES, INC.

3.60K

Jun 30, 26

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

3.56K

Jun 30, 26

-26.01K

0.02%

HARBOUR INVESTMENTS, INC.

2.74K

Jun 30, 26

0.01%

Crewe Advisors LLC

2.39K

Jun 30, 26

+2.39K

0.01%

Ameritas Advisory Services, LLC

1.92K

Jun 30, 26

+1.92K

0.01%

UBS Group AG

1.00K

Jun 30, 26

+1.00K

0.00%

JPMORGAN CHASE & CO

929

Jun 30, 26

+615

0.00%

Continuum Advisory, LLC

632

Jun 30, 26

+632

0.00%

FMR LLC

605

Jun 30, 26

+605

0.00%

FIFTH THIRD BANCORP

550

Jun 30, 26

+550

0.00%

Geneos Wealth Management Inc.

500

Jun 30, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

444

Jun 30, 26

+15

0.00%

Clearstead Advisors, LLC

295

Jun 30, 26

0.00%

US BANCORP \DE\

250

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

214

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

200

Jun 30, 26

0.00%

SHP Wealth Management

126

Jun 30, 26

+126

0.00%

ASSETMARK, INC

Jun 30, 26

-12

0.00%

Farther Finance Advisors, LLC

Jun 30, 26

+81

0.00%

Private Advisor Group, LLC

Jun 30, 26

-12.04K

Vision Retirement, LLC

Jun 30, 26

-140

FIG FINANCIAL ADVISORY SERVICES INC /ADV

Jun 30, 26

-144.76K

Abound Wealth Management

Jun 30, 26

-530

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-1.52K

MILLINGTON SECURITIES, INC.

108.36K

Mar 31, 26

+108.36K

0.54%

CWM, LLC

1.18K

Mar 31, 26

+1.18K

0.01%

NAPA WEALTH MANAGEMENT

176.64K

Sep 30, 25

+23.77K

0.87%

Binnacle Investments Inc

167

Sep 30, 25

+167

0.00%

AVANTAX ADVISORY SERVICES, INC.

16.44K

Jun 30, 25

-354

0.08%

Atria Wealth Solutions, Inc.

Jun 30, 25

-11.41K

Orion Portfolio Solutions, LLC

409.08K

Mar 31, 25

+379.77K

2.03%

TAP Consulting, LLC

50.05K

Dec 31, 24

-934

0.25%

Claraphi Advisory Network, LLC

86.36K

Dec 31, 22

+57.92K

0.43%

LFS ASSET MANAGEMENT

Sep 30, 22

-10.09K

LADENBURG THALMANN FINANCIAL SERVICES INC.

83.44K

Dec 31, 19

+285

0.41%