How do I set a price alert for SFLR?

To set a SFLR price alert on Stock Alarm Pro, navigate to the SFLR quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for SFLR?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for SFLR. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for SFLR?

Stock Alarm Pro supports over 125 trigger types for SFLR: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about SFLR price changes?

SFLR alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for SFLR alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for SFLR and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

SFLR Institutional Ownership & 13F Filings

Innovator Equity Managed Floor ETF(SFLR)

$39.63—Stale · unknown old

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Innovator Equity Managed Floor ETF(SFLR)

NYSE • Last print unknown agoAbout this data

$39.63—Stale · unknown old

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SFLR(SFLR)

SFLR

Institutional Ownership

Latest holdings as of Jun 30, 2026Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 257 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	6.16M	Jun 30, 26	+240.70K	11.16%
LPL Financial LLC	6.04M	Jun 30, 26	+1.45M	10.94%
ENVESTNET ASSET MANAGEMENT INC	4.91M	Jun 30, 26	+4.35M	8.90%
Americana Partners, LLC	3.47M	Jun 30, 26	+986.02K	6.29%
Kingsview Wealth Management, LLC	2.40M	Jun 30, 26	+237.34K	4.36%
COMMONWEALTH EQUITY SERVICES, LLC	1.59M	Jun 30, 26	+31.09K	2.88%
Chicago Partners Investment Group LLC	1.10M	Jun 30, 26	-173.30K	2.00%
Cambridge Investment Research Advisors, Inc.	927.07K	Jun 30, 26	+120.89K	1.68%
ADVISOR GROUP HOLDINGS, INC.	702.66K	Jun 30, 26	+220.48K	1.27%
Liberty Atlantic Advisors LLC	682.50K	Jun 30, 26	+44.59K	1.24%
ATTICUS WEALTH MANAGEMENT, LLC	644.71K	Jun 30, 26	+626.60K	1.17%
Cetera Investment Advisers	639.87K	Jun 30, 26	+256.99K	1.16%
WETZEL INVESTMENT ADVISORS, INC.	631.18K	Jun 30, 26	+141.75K	1.14%
Brookstone Capital Management	630.49K	Jun 30, 26	+226.77K	1.14%
VanWeelden Wealth Management, LLC	564.62K	Jun 30, 26	+402.21K	1.02%
Delta Investment Management, LLC	554.02K	Jun 30, 26	-4.29K	1.00%
RAYMOND JAMES FINANCIAL INC	518.73K	Jun 30, 26	+86.37K	0.94%
Sentinus, LLC	432.56K	Jun 30, 26	+59.82K	0.78%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	384.28K	Jun 30, 26	+384.28K	0.70%
HighTower Advisors, LLC	379.88K	Jun 30, 26	+16.03K	0.69%
PRINCIPAL SECURITIES, INC.	354.66K	Jun 30, 26	+354.66K	0.64%
Rockefeller Capital Management L.P.	311.49K	Jun 30, 26	+42.84K	0.56%
Southland Equity Partners LLC	304.47K	Jun 30, 26	-9.19K	0.55%
Private Advisor Group, LLC	280.13K	Jun 30, 26	+62.09K	0.51%
AE Wealth Management LLC	278.72K	Jun 30, 26	+31.48K	0.50%
MML INVESTORS SERVICES, LLC	263.57K	Jun 30, 26	+15.03K	0.48%
Envestnet Portfolio Solutions, Inc.	258.98K	Jun 30, 26	+258.98K	0.47%
Mount Yale Investment Advisors, LLC	255.64K	Jun 30, 26	+255.64K	0.46%
Vestmark Advisory Solutions, Inc.	255.38K	Jun 30, 26	+255.38K	0.46%
Stratos Wealth Partners, LTD.	254.08K	Jun 30, 26	+44.46K	0.46%
Pinnacle Wealth Management Group, Inc.	247.45K	Jun 30, 26	+3.43K	0.45%
Pallas Capital Advisors LLC	244.39K	Jun 30, 26	+8.97K	0.44%
CCG WEALTH MANAGEMENT, LLC	244.33K	Jun 30, 26	-11.42K	0.44%
NewCorp Financial Services, Inc.	241.76K	Jun 30, 26	+13.64K	0.44%
WINNOW WEALTH LLC	239.31K	Jun 30, 26	-3.67K	0.43%
NewEdge Advisors, LLC	221.85K	Jun 30, 26	+85.74K	0.40%
EVOLUTION WEALTH MANAGEMENT INC.	218.62K	Jun 30, 26	-6.28K	0.40%
Snowden Capital Advisors LLC	216.78K	Jun 30, 26	+7.59K	0.39%
Perennial Investment Advisors, LLC	208.60K	Jun 30, 26	+6.58K	0.38%
ATX Financial Planning, LLC	203.22K	Jun 30, 26	-2.85K	0.37%
WELLS FARGO & COMPANY/MN	202.88K	Jun 30, 26	+202.88K	0.37%
Global Retirement Partners, LLC	197.14K	Jun 30, 26	+197.14K	0.36%
Farther Finance Advisors, LLC	196.50K	Jun 30, 26	-35.78K	0.36%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	187.86K	Jun 30, 26	-2.46K	0.34%
Triumph Capital Management	186.15K	Jun 30, 26	+4.77K	0.34%
THRIVENT FINANCIAL FOR LUTHERANS	185.10K	Jun 30, 26	+12.76K	0.34%
INDEPENDENT FINANCIAL GROUP, LLC	168.87K	Jun 30, 26	+83.50K	0.31%
Tradition Wealth Management, LLC	165.63K	Jun 30, 26	+165.63K	0.30%
Visionary Wealth Advisors	163.50K	Jun 30, 26	+3.37K	0.30%
Resources Investment Advisors, LLC.	155.01K	Jun 30, 26	+50.47K	0.28%
Advisory Services Network, LLC	149.84K	Jun 30, 26	-162.39K	0.27%
IHT Wealth Management, LLC	149.57K	Jun 30, 26	+58.52K	0.27%
Worth Financial Advisory Group, LLC	147.82K	Jun 30, 26	+87.69K	0.27%
Integrated Wealth Concepts LLC	146.70K	Jun 30, 26	+112.45K	0.27%
Kestra Advisory Services, LLC	144.68K	Jun 30, 26	-42.07K	0.26%
COFG Advisors, LLC	141.64K	Jun 30, 26	+2.61K	0.26%
Split Rock Private Trading & Wealth Management, LLC	138.98K	Jun 30, 26	+126.83K	0.25%
Steward Partners Investment Advisory, LLC	131.97K	Jun 30, 26	-11.45K	0.24%
Janney Montgomery Scott LLC	128.66K	Jun 30, 26	-1.88K	0.23%
Holos Integrated Wealth LLC	125.33K	Jun 30, 26	+9.30K	0.23%
COMPASS CAPITAL CORP /MA/ /ADV	124.77K	Jun 30, 26	+3.66K	0.23%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	124.76K	Jun 30, 26	+8.01K	0.23%
BEACON FINANCIAL GROUP	114.06K	Jun 30, 26	-2.99K	0.21%
GWN SECURITIES INC.	105.63K	Jun 30, 26	+14.73K	0.19%
Intrua Financial, LLC	105.35K	Jun 30, 26	+1.58K	0.19%
Signal Advisors Wealth, LLC	103.20K	Jun 30, 26	+28.30K	0.19%
COLUMBIA ADVISORY PARTNERS LLC	99.24K	Jun 30, 26	+2.27K	0.18%
HARBOUR INVESTMENTS, INC.	97.12K	Jun 30, 26	+9.94K	0.18%
Ameritas Advisory Services, LLC	92.18K	Jun 30, 26	+52.06K	0.17%
Trek Financial, LLC	90.11K	Jun 30, 26	-20.56K	0.16%
Foundations Investment Advisors, LLC	90.00K	Jun 30, 26	+9.73K	0.16%
HFG Wealth Management, LLC	87.14K	Jun 30, 26	-81.55K	0.16%
Beacon Financial Advisory LLC	86.18K	Jun 30, 26	+6.95K	0.16%
WorthPointe, LLC	81.13K	Jun 30, 26	-492	0.15%
CreativeOne Wealth, LLC	71.06K	Jun 30, 26	+36.78K	0.13%
Summit Financial, LLC	69.90K	Jun 30, 26	+69.90K	0.13%
JANE STREET GROUP, LLC	65.83K	Jun 30, 26	+47.13K	0.12%
Selby Wealth Management, LLC	65.29K	Jun 30, 26	+2.79K	0.12%
Concurrent Investment Advisors, LLC	62.02K	Jun 30, 26	+5.03K	0.11%
MILESTONE ASSET MANAGEMENT, LLC	58.61K	Jun 30, 26	-1.03K	0.11%
Meridian Wealth Management, LLC	55.49K	Jun 30, 26	-7.38K	0.10%
Balance Wealth, LLC	53.40K	Jun 30, 26	+3.45K	0.10%
FLAGSHIP HARBOR ADVISORS, LLC	52.26K	Jun 30, 26	+889	0.09%
Kellett Wealth Advisors, LLC	51.13K	Jun 30, 26	-1.24K	0.09%
Equitable Holdings, Inc.	49.48K	Jun 30, 26	+41.82K	0.09%
SIGNATUREFD, LLC	48.17K	Jun 30, 26	-4.68K	0.09%
Ballast Rock Private Wealth LLC	47.40K	Jun 30, 26	-2.94K	0.09%
TRUIST FINANCIAL CORP	47.37K	Jun 30, 26	+360	0.09%
Quantinno Capital Management LP	45.35K	Jun 30, 26	+1.49K	0.08%
STEPHENS INC /AR/	45.29K	Jun 30, 26	+2.02K	0.08%
RED REEF ADVISORS LLC	41.20K	Jun 30, 26	-531	0.07%
CGN Advisors LLC	37.79K	Jun 30, 26	+6.36K	0.07%
Benson Wealth Management INC	37.65K	Jun 30, 26	+12.44K	0.07%
Core Wealth Advisors, Inc.	36.46K	Jun 30, 26	+5.27K	0.07%
Glen Eagle Advisors, LLC	36.38K	Jun 30, 26	+1.28K	0.07%
SAGESPRING WEALTH PARTNERS, LLC	35.47K	Jun 30, 26	+2.68K	0.06%
SRS Capital Advisors, Inc.	32.87K	Jun 30, 26	+2.63K	0.06%
Addison Capital Co	32.79K	Jun 30, 26	+399	0.06%
Nest Investments, LLC	31.65K	Jun 30, 26	+732	0.06%
Amicus Financial Advisors, LLC	29.49K	Jun 30, 26	+29.49K	0.05%
Marshall & Sterling Wealth Advisors Inc.	27.98K	Jun 30, 26	-3.22K	0.05%
Ifrah Financial Services, Inc.	27.34K	Jun 30, 26	-110	0.05%
SECURED RETIREMENT ADVISORS, LLC	27.14K	Jun 30, 26	+558	0.05%
CFS Investment Advisory Services, LLC	25.81K	Jun 30, 26	+1.37K	0.05%
Sequoia Financial Advisors, LLC	25.43K	Jun 30, 26	-3.72K	0.05%
Keebeck Wealth Management, LLC	25.25K	Jun 30, 26	+25.25K	0.05%
Claro Advisors LLC	25.15K	Jun 30, 26	-2.96K	0.05%
KFG WEALTH MANAGEMENT, LLC	25.14K	Jun 30, 26	+14.35K	0.05%
Castleview Partners, LLC	25.05K	Jun 30, 26	+35	0.05%
Eqis Capital Management, Inc.	24.60K	Jun 30, 26	+10.70K	0.04%
Virtue Capital Management, LLC	24.03K	Jun 30, 26	+12.37K	0.04%
TOUNJIAN ADVISORY PARTNERS, LLC	24.01K	Jun 30, 26	+24.01K	0.04%
Innovative Asset Advisors Group, LLC	23.99K	Jun 30, 26	+23.99K	0.04%
Well Done, LLC	23.89K	Jun 30, 26	-104	0.04%
Sigma Planning Corp	22.82K	Jun 30, 26	-1.15K	0.04%
Pensionmark Financial Group, LLC	22.27K	Jun 30, 26	--	0.04%
Clearstead Advisors, LLC	22.13K	Jun 30, 26	--	0.04%
NewEdge Wealth, LLC	22.06K	Jun 30, 26	-1.65K	0.04%
Occidental Asset Management, LLC	21.99K	Jun 30, 26	+2.56K	0.04%
SAR WEALTH MANAGEMENT GROUP, LLC	21.94K	Jun 30, 26	+18	0.04%
Cornerstone Wealth Management, LLC	21.91K	Jun 30, 26	+1.25K	0.04%
Archford Capital Strategies, LLC	21.46K	Jun 30, 26	-368	0.04%
Jacobi Capital Management LLC	21.31K	Jun 30, 26	+18	0.04%
Advisor Resource Council	21.04K	Jun 30, 26	-1.22K	0.04%
MGO ONE SEVEN LLC	20.14K	Jun 30, 26	+20.14K	0.04%
Tortuga Wealth Management, Inc	19.13K	Jun 30, 26	+13.06K	0.03%
SOUTHERN CAPITAL ADVISORS, LLC	18.33K	Jun 30, 26	+1.71K	0.03%
Mariner, LLC	18.32K	Jun 30, 26	-54.62K	0.03%
CoreCap Advisors, LLC	17.61K	Jun 30, 26	+4.53K	0.03%
Smartleaf Asset Management LLC	17.41K	Jun 30, 26	--	0.03%
Bank of New York Mellon Corp	17.02K	Jun 30, 26	+17.02K	0.03%
IMG Wealth Management, Inc.	16.97K	Jun 30, 26	-577	0.03%
LifePlan Investment Advisors, Inc.	16.00K	Jun 30, 26	+16.00K	0.03%
Buckingham Strategic Partners	15.70K	Jun 30, 26	--	0.03%
IBEX WEALTH ADVISORS	15.15K	Jun 30, 26	+5.66K	0.03%
HBW Advisory Services LLC	14.91K	Jun 30, 26	-4.27K	0.03%
FORONJY FINANCIAL LLC	14.78K	Jun 30, 26	+26	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	14.23K	Jun 30, 26	+1.26K	0.03%
Western Wealth Management, LLC	14.03K	Jun 30, 26	+3	0.03%
Beacon Financial Strategies CORP	13.99K	Jun 30, 26	+13.99K	0.03%
Golden State Wealth Management, LLC	13.91K	Jun 30, 26	+168	0.03%
MARIPAU WEALTH MANAGEMENT LLC	13.90K	Jun 30, 26	+13.90K	0.03%
William Mack & Associates, Inc.	13.08K	Jun 30, 26	+13.08K	0.02%
B. Riley Wealth Advisors, Inc.	12.85K	Jun 30, 26	+12.85K	0.02%
WealthPlan Investment Management, LLC	12.70K	Jun 30, 26	+11	0.02%
Diligent Investors, LLC	12.44K	Jun 30, 26	-35	0.02%
VestGen Advisors, LLC	12.25K	Jun 30, 26	+632	0.02%
WEALTHGARDEN F.S. LLC	12.16K	Jun 30, 26	+660	0.02%
Savvy Advisors, Inc.	11.88K	Jun 30, 26	+1.55K	0.02%
CRA Financial Services, LLC	11.77K	Jun 30, 26	--	0.02%
Apollon Financial, LLC	11.70K	Jun 30, 26	--	0.02%
Gateway Wealth Partners, LLC	11.10K	Jun 30, 26	-15.56K	0.02%
Portfolio Resources Advisor Group, Inc.	10.88K	Jun 30, 26	+10.88K	0.02%
WCG Wealth Advisors LLC	10.72K	Jun 30, 26	-2.77K	0.02%
Worth Asset Management, LLC	10.55K	Jun 30, 26	--	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	10.52K	Jun 30, 26	+10.52K	0.02%
MPWM ADVISORY SOLUTIONS, LLC	10.32K	Jun 30, 26	-269	0.02%
PRIVATE TRUST CO NA	10.21K	Jun 30, 26	+4.45K	0.02%
Cypress Wealth Services, LLC	9.88K	Jun 30, 26	--	0.02%
Sovran Advisors, LLC	9.68K	Jun 30, 26	-1.06K	0.02%
XY Planning Network, Inc.	9.34K	Jun 30, 26	+9.34K	0.02%
Old Port Advisors	9.24K	Jun 30, 26	--	0.02%
Encompass More Asset Management	9.08K	Jun 30, 26	+9.08K	0.02%
Disciplined Investments, LLC	8.83K	Jun 30, 26	--	0.02%
Leelyn Smith, LLC	8.36K	Jun 30, 26	--	0.02%
Wealthcare Advisory Partners LLC	8.32K	Jun 30, 26	-1.22K	0.02%
SMITH, MOORE & CO.	8.28K	Jun 30, 26	-200	0.02%
John W. Brooker & Co., CPAs	8.20K	Jun 30, 26	-3.13K	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	8.10K	Jun 30, 26	+2	0.01%
Colony Group, LLC	7.79K	Jun 30, 26	+7.79K	0.01%
Perigon Wealth Management, LLC	7.51K	Jun 30, 26	+7.51K	0.01%
Founders Financial Alliance, LLC	7.49K	Jun 30, 26	+7.49K	0.01%
Merit Financial Group, LLC	7.44K	Jun 30, 26	+237	0.01%
Sanctuary Advisors, LLC	7.12K	Jun 30, 26	+7.12K	0.01%
Sowell Financial Services LLC	7.12K	Jun 30, 26	+7.12K	0.01%
GILPIN WEALTH MANAGEMENT, LLC	7.09K	Jun 30, 26	+1.42K	0.01%
Financial Designs Corp	6.81K	Jun 30, 26	+6.81K	0.01%
Forza Wealth Management, LLC	6.70K	Jun 30, 26	+6.70K	0.01%
CENTAURUS FINANCIAL, INC.	6.57K	Jun 30, 26	-197	0.01%
YARGER WEALTH STRATEGIES, LLC	6.47K	Jun 30, 26	-2.55K	0.01%
Capital Investment Management, Inc.	6.34K	Jun 30, 26	+6.34K	0.01%
Atria Investments, Inc	6.24K	Jun 30, 26	+6.24K	0.01%
Pine Valley Investments Ltd Liability Co	6.22K	Jun 30, 26	+6.22K	0.01%
First Heartland Consultants, Inc.	6.17K	Jun 30, 26	--	0.01%
FIDUCIARY FINANCIAL GROUP, LLC	5.92K	Jun 30, 26	--	0.01%
Brinker Capital Investments, LLC	5.90K	Jun 30, 26	-306	0.01%
Elevation Wealth Management LLC	5.79K	Jun 30, 26	--	0.01%
Sound View Wealth Advisors Group, LLC	5.68K	Jun 30, 26	-294	0.01%
Creative Planning	5.55K	Jun 30, 26	+5.55K	0.01%
Pinnacle Family Advisors, LLC	5.31K	Jun 30, 26	+5.31K	0.01%
Jefferies Financial Group Inc.	5.27K	Jun 30, 26	+5.27K	0.01%
Macro Advisors, Inc.	5.26K	Jun 30, 26	+5.26K	0.01%
Transamerica Financial Advisors, Inc.	5.24K	Jun 30, 26	+5.24K	0.01%
Financial Network Wealth Advisors LLC	4.85K	Jun 30, 26	--	0.01%
AMERIFLEX GROUP, INC.	4.72K	Jun 30, 26	+4.72K	0.01%
FIFTH THIRD BANCORP	4.62K	Jun 30, 26	+744	0.01%
Aptus Capital Advisors, LLC	4.47K	Jun 30, 26	-8.07K	0.01%
Regatta Research & Money Management	3.53K	Jun 30, 26	+3.53K	0.01%
Whipplewood Advisors, LLC	3.09K	Jun 30, 26	-49.88K	0.01%
HAZLETT, BURT & WATSON, INC.	3.04K	Jun 30, 26	-284	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	3.00K	Jun 30, 26	--	0.01%
Physician Wealth Advisors, Inc.	2.70K	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	2.44K	Jun 30, 26	--	0.00%
VIMA LLC	2.42K	Jun 30, 26	+2.42K	0.00%
IFP Advisors, Inc	2.21K	Jun 30, 26	+52	0.00%
Ashton Thomas Private Wealth, LLC	1.81K	Jun 30, 26	+1.74K	0.00%
Luminist Capital LLC	1.38K	Jun 30, 26	+1.38K	0.00%
Wealth Enhancement Trust Services, Inc.	1.05K	Jun 30, 26	+1.05K	0.00%
IFG Advisory, LLC	900	Jun 30, 26	--	0.00%
Allworth Financial LP	800	Jun 30, 26	-1.32K	0.00%
MORGAN STANLEY	708	Jun 30, 26	-4.95K	0.00%
Covestor Ltd	550	Jun 30, 26	+356	0.00%
Coppell Advisory Solutions LLC	457	Jun 30, 26	+457	0.00%
Dunhill Financial, LLC	450	Jun 30, 26	-1.63K	0.00%
ASSETMARK, INC	374	Jun 30, 26	--	0.00%
EFG International AG	301	Jun 30, 26	+301	0.00%
Cape Investment Advisory, Inc.	301	Jun 30, 26	+301	0.00%
Johnson Financial Group, Inc.	294	Jun 30, 26	+294	0.00%
BlackRock, Inc.	290	Jun 30, 26	+290	0.00%
COUNTRY TRUST BANK	280	Jun 30, 26	+280	0.00%
UBS Group AG	200	Jun 30, 26	+200	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	128	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	97	Jun 30, 26	+97	0.00%
Archer Investment Corp	54	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	39	Jun 30, 26	+39	0.00%
Spire Wealth Management	26	Jun 30, 26	+26	0.00%
Bright Futures Wealth Management, LLC.	--	Jun 30, 26	-33.46K	--
ROYAL BANK OF CANADA	--	Jun 30, 26	-2.94K	--
JONES FINANCIAL COMPANIES LLLP	--	Jun 30, 26	-48	--
Golden State Equity Partners	--	Jun 30, 26	-400	--
SeaCrest Wealth Management, LLC	--	Jun 30, 26	-36.07K	--
Mutual Advisors, LLC	--	Jun 30, 26	-36.39K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-24.79K	--
Collaborative Wealth Managment Inc.	--	Jun 30, 26	-57.58K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-4.08K	--
BLAIR WILLIAM & CO/IL	--	Jun 30, 26	-1.21K	--
Independent Advisor Alliance	--	Jun 30, 26	-95.05K	--
Concorde Asset Management, LLC	--	Jun 30, 26	-77.92K	--
Strategic Financial Concepts, LLC	--	Jun 30, 26	-6.29K	--
Valmark Advisers, Inc.	--	Jun 30, 26	-39.71K	--
Financial Futures Ltd Liability Co.	--	Jun 30, 26	-10.11K	--
Gen-Wealth Partners Inc	--	Jun 30, 26	-128	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-51.51K	--
SMI Advisory Services, LLC	--	Jun 30, 26	-7.86K	--
Belpointe Asset Management LLC	--	Jun 30, 26	-6.40K	--
MARSHALL INVESTMENT MANAGEMENT, LLC	--	Jun 30, 26	-535	--
Root Financial Partners, LLC	--	Jun 30, 26	-26	--
Davies Financial Advisors, Inc.	--	Jun 30, 26	-34.45K	--
CWM, LLC	187.70K	Mar 31, 26	+12.52K	0.34%
Sunbelt Securities, Inc.	7.53K	Mar 31, 26	-950	0.01%
COMERICA BANK	3.88K	Dec 31, 25	--	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-2.61K	--
Siligmueller & Norvid Wealth Advisors LLC	131.04K	Sep 30, 25	+131.04K	0.24%
AVANTAX ADVISORY SERVICES, INC.	9.79K	Jun 30, 25	-1.40K	0.02%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-9.73K	--
Sugarloaf Wealth Management, LLC	13.39K	Dec 31, 24	+5.60K	0.02%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-45.70K	--

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

6.16M

Jun 30, 26

+240.70K

11.16%

LPL Financial LLC

6.04M

Jun 30, 26

+1.45M

10.94%

ENVESTNET ASSET MANAGEMENT INC

4.91M

Jun 30, 26

+4.35M

8.90%

Americana Partners, LLC

3.47M

Jun 30, 26

+986.02K

6.29%

Kingsview Wealth Management, LLC

2.40M

Jun 30, 26

+237.34K

4.36%

COMMONWEALTH EQUITY SERVICES, LLC

1.59M

Jun 30, 26

+31.09K

2.88%

Chicago Partners Investment Group LLC

1.10M

Jun 30, 26

-173.30K

2.00%

Cambridge Investment Research Advisors, Inc.

927.07K

Jun 30, 26

+120.89K

1.68%

ADVISOR GROUP HOLDINGS, INC.

702.66K

Jun 30, 26

+220.48K

1.27%

Liberty Atlantic Advisors LLC

682.50K

Jun 30, 26

+44.59K

1.24%

ATTICUS WEALTH MANAGEMENT, LLC

644.71K

Jun 30, 26

+626.60K

1.17%

Cetera Investment Advisers

639.87K

Jun 30, 26

+256.99K

1.16%

WETZEL INVESTMENT ADVISORS, INC.

631.18K

Jun 30, 26

+141.75K

1.14%

Brookstone Capital Management

630.49K

Jun 30, 26

+226.77K

1.14%

VanWeelden Wealth Management, LLC

564.62K

Jun 30, 26

+402.21K

1.02%

Delta Investment Management, LLC

554.02K

Jun 30, 26

-4.29K

1.00%

RAYMOND JAMES FINANCIAL INC

518.73K

Jun 30, 26

+86.37K

0.94%

Sentinus, LLC

432.56K

Jun 30, 26

+59.82K

0.78%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

384.28K

Jun 30, 26

+384.28K

0.70%

HighTower Advisors, LLC

379.88K

Jun 30, 26

+16.03K

0.69%

PRINCIPAL SECURITIES, INC.

354.66K

Jun 30, 26

+354.66K

0.64%

Rockefeller Capital Management L.P.

311.49K

Jun 30, 26

+42.84K

0.56%

Southland Equity Partners LLC

304.47K

Jun 30, 26

-9.19K

0.55%

Private Advisor Group, LLC

280.13K

Jun 30, 26

+62.09K

0.51%

AE Wealth Management LLC

278.72K

Jun 30, 26

+31.48K

0.50%

MML INVESTORS SERVICES, LLC

263.57K

Jun 30, 26

+15.03K

0.48%

Envestnet Portfolio Solutions, Inc.

258.98K

Jun 30, 26

+258.98K

0.47%

Mount Yale Investment Advisors, LLC

255.64K

Jun 30, 26

+255.64K

0.46%

Vestmark Advisory Solutions, Inc.

255.38K

Jun 30, 26

+255.38K

0.46%

Stratos Wealth Partners, LTD.

254.08K

Jun 30, 26

+44.46K

0.46%

Pinnacle Wealth Management Group, Inc.

247.45K

Jun 30, 26

+3.43K

0.45%

Pallas Capital Advisors LLC

244.39K

Jun 30, 26

+8.97K

0.44%

CCG WEALTH MANAGEMENT, LLC

244.33K

Jun 30, 26

-11.42K

0.44%

NewCorp Financial Services, Inc.

241.76K

Jun 30, 26

+13.64K

0.44%

WINNOW WEALTH LLC

239.31K

Jun 30, 26

-3.67K

0.43%

NewEdge Advisors, LLC

221.85K

Jun 30, 26

+85.74K

0.40%

EVOLUTION WEALTH MANAGEMENT INC.

218.62K

Jun 30, 26

-6.28K

0.40%

Snowden Capital Advisors LLC

216.78K

Jun 30, 26

+7.59K

0.39%

Perennial Investment Advisors, LLC

208.60K

Jun 30, 26

+6.58K

0.38%

ATX Financial Planning, LLC

203.22K

Jun 30, 26

-2.85K

0.37%

WELLS FARGO & COMPANY/MN

202.88K

Jun 30, 26

+202.88K

0.37%

Global Retirement Partners, LLC

197.14K

Jun 30, 26

+197.14K

0.36%

Farther Finance Advisors, LLC

196.50K

Jun 30, 26

-35.78K

0.36%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

187.86K

Jun 30, 26

-2.46K

0.34%

Triumph Capital Management

186.15K

Jun 30, 26

+4.77K

0.34%

THRIVENT FINANCIAL FOR LUTHERANS

185.10K

Jun 30, 26

+12.76K

0.34%

INDEPENDENT FINANCIAL GROUP, LLC

168.87K

Jun 30, 26

+83.50K

0.31%

Tradition Wealth Management, LLC

165.63K

Jun 30, 26

+165.63K

0.30%

Visionary Wealth Advisors

163.50K

Jun 30, 26

+3.37K

0.30%

Resources Investment Advisors, LLC.

155.01K

Jun 30, 26

+50.47K

0.28%

Advisory Services Network, LLC

149.84K

Jun 30, 26

-162.39K

0.27%

IHT Wealth Management, LLC

149.57K

Jun 30, 26

+58.52K

0.27%

Worth Financial Advisory Group, LLC

147.82K

Jun 30, 26

+87.69K

0.27%

Integrated Wealth Concepts LLC

146.70K

Jun 30, 26

+112.45K

0.27%

Kestra Advisory Services, LLC

144.68K

Jun 30, 26

-42.07K

0.26%

COFG Advisors, LLC

141.64K

Jun 30, 26

+2.61K

0.26%

Split Rock Private Trading & Wealth Management, LLC

138.98K

Jun 30, 26

+126.83K

0.25%

Steward Partners Investment Advisory, LLC

131.97K

Jun 30, 26

-11.45K

0.24%

Janney Montgomery Scott LLC

128.66K

Jun 30, 26

-1.88K

0.23%

Holos Integrated Wealth LLC

125.33K

Jun 30, 26

+9.30K

0.23%

COMPASS CAPITAL CORP /MA/ /ADV

124.77K

Jun 30, 26

+3.66K

0.23%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

124.76K

Jun 30, 26

+8.01K

0.23%

BEACON FINANCIAL GROUP

114.06K

Jun 30, 26

-2.99K

0.21%

GWN SECURITIES INC.

105.63K

Jun 30, 26

+14.73K

0.19%

Intrua Financial, LLC

105.35K

Jun 30, 26

+1.58K

0.19%

Signal Advisors Wealth, LLC

103.20K

Jun 30, 26

+28.30K

0.19%

COLUMBIA ADVISORY PARTNERS LLC

99.24K

Jun 30, 26

+2.27K

0.18%

HARBOUR INVESTMENTS, INC.

97.12K

Jun 30, 26

+9.94K

0.18%

Ameritas Advisory Services, LLC

92.18K

Jun 30, 26

+52.06K

0.17%

Trek Financial, LLC

90.11K

Jun 30, 26

-20.56K

0.16%

Foundations Investment Advisors, LLC

90.00K

Jun 30, 26

+9.73K

0.16%

HFG Wealth Management, LLC

87.14K

Jun 30, 26

-81.55K

0.16%

Beacon Financial Advisory LLC

86.18K

Jun 30, 26

+6.95K

0.16%

WorthPointe, LLC

81.13K

Jun 30, 26

-492

0.15%

CreativeOne Wealth, LLC

71.06K

Jun 30, 26

+36.78K

0.13%

Summit Financial, LLC

69.90K

Jun 30, 26

+69.90K

0.13%

JANE STREET GROUP, LLC

65.83K

Jun 30, 26

+47.13K

0.12%

Selby Wealth Management, LLC

65.29K

Jun 30, 26

+2.79K

0.12%

Concurrent Investment Advisors, LLC

62.02K

Jun 30, 26

+5.03K

0.11%

MILESTONE ASSET MANAGEMENT, LLC

58.61K

Jun 30, 26

-1.03K

0.11%

Meridian Wealth Management, LLC

55.49K

Jun 30, 26

-7.38K

0.10%

Balance Wealth, LLC

53.40K

Jun 30, 26

+3.45K

0.10%

FLAGSHIP HARBOR ADVISORS, LLC

52.26K

Jun 30, 26

+889

0.09%

Kellett Wealth Advisors, LLC

51.13K

Jun 30, 26

-1.24K

0.09%

Equitable Holdings, Inc.

49.48K

Jun 30, 26

+41.82K

0.09%

SIGNATUREFD, LLC

48.17K

Jun 30, 26

-4.68K

0.09%

Ballast Rock Private Wealth LLC

47.40K

Jun 30, 26

-2.94K

0.09%

TRUIST FINANCIAL CORP

47.37K

Jun 30, 26

+360

0.09%

Quantinno Capital Management LP

45.35K

Jun 30, 26

+1.49K

0.08%

STEPHENS INC /AR/

45.29K

Jun 30, 26

+2.02K

0.08%

RED REEF ADVISORS LLC

41.20K

Jun 30, 26

-531

0.07%

CGN Advisors LLC

37.79K

Jun 30, 26

+6.36K

0.07%

Benson Wealth Management INC

37.65K

Jun 30, 26

+12.44K

0.07%

Core Wealth Advisors, Inc.

36.46K

Jun 30, 26

+5.27K

0.07%

Glen Eagle Advisors, LLC

36.38K

Jun 30, 26

+1.28K

0.07%

SAGESPRING WEALTH PARTNERS, LLC

35.47K

Jun 30, 26

+2.68K

0.06%

SRS Capital Advisors, Inc.

32.87K

Jun 30, 26

+2.63K

0.06%

Addison Capital Co

32.79K

Jun 30, 26

+399

0.06%

Nest Investments, LLC

31.65K

Jun 30, 26

+732

0.06%

Amicus Financial Advisors, LLC

29.49K

Jun 30, 26

+29.49K

0.05%

Marshall & Sterling Wealth Advisors Inc.

27.98K

Jun 30, 26

-3.22K

0.05%

Ifrah Financial Services, Inc.

27.34K

Jun 30, 26

-110

0.05%

SECURED RETIREMENT ADVISORS, LLC

27.14K

Jun 30, 26

+558

0.05%

CFS Investment Advisory Services, LLC

25.81K

Jun 30, 26

+1.37K

0.05%

Sequoia Financial Advisors, LLC

25.43K

Jun 30, 26

-3.72K

0.05%

Keebeck Wealth Management, LLC

25.25K

Jun 30, 26

+25.25K

0.05%

Claro Advisors LLC

25.15K

Jun 30, 26

-2.96K

0.05%

KFG WEALTH MANAGEMENT, LLC

25.14K

Jun 30, 26

+14.35K

0.05%

Castleview Partners, LLC

25.05K

Jun 30, 26

+35

0.05%

Eqis Capital Management, Inc.

24.60K

Jun 30, 26

+10.70K

0.04%

Virtue Capital Management, LLC

24.03K

Jun 30, 26

+12.37K

0.04%

TOUNJIAN ADVISORY PARTNERS, LLC

24.01K

Jun 30, 26

+24.01K

0.04%

Innovative Asset Advisors Group, LLC

23.99K

Jun 30, 26

+23.99K

0.04%

Well Done, LLC

23.89K

Jun 30, 26

-104

0.04%

Sigma Planning Corp

22.82K

Jun 30, 26

-1.15K

0.04%

Pensionmark Financial Group, LLC

22.27K

Jun 30, 26

0.04%

Clearstead Advisors, LLC

22.13K

Jun 30, 26

0.04%

NewEdge Wealth, LLC

22.06K

Jun 30, 26

-1.65K

0.04%

Occidental Asset Management, LLC

21.99K

Jun 30, 26

+2.56K

0.04%

SAR WEALTH MANAGEMENT GROUP, LLC

21.94K

Jun 30, 26

+18

0.04%

Cornerstone Wealth Management, LLC

21.91K

Jun 30, 26

+1.25K

0.04%

Archford Capital Strategies, LLC

21.46K

Jun 30, 26

-368

0.04%

Jacobi Capital Management LLC

21.31K

Jun 30, 26

+18

0.04%

Advisor Resource Council

21.04K

Jun 30, 26

-1.22K

0.04%

MGO ONE SEVEN LLC

20.14K

Jun 30, 26

+20.14K

0.04%

Tortuga Wealth Management, Inc

19.13K

Jun 30, 26

+13.06K

0.03%

SOUTHERN CAPITAL ADVISORS, LLC

18.33K

Jun 30, 26

+1.71K

0.03%

Mariner, LLC

18.32K

Jun 30, 26

-54.62K

0.03%

CoreCap Advisors, LLC

17.61K

Jun 30, 26

+4.53K

0.03%

Smartleaf Asset Management LLC

17.41K

Jun 30, 26

0.03%

Bank of New York Mellon Corp

17.02K

Jun 30, 26

+17.02K

0.03%

IMG Wealth Management, Inc.

16.97K

Jun 30, 26

-577

0.03%

LifePlan Investment Advisors, Inc.

16.00K

Jun 30, 26

+16.00K

0.03%

Buckingham Strategic Partners

15.70K

Jun 30, 26

0.03%

IBEX WEALTH ADVISORS

15.15K

Jun 30, 26

+5.66K

0.03%

HBW Advisory Services LLC

14.91K

Jun 30, 26

-4.27K

0.03%

FORONJY FINANCIAL LLC

14.78K

Jun 30, 26

+26

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

14.23K

Jun 30, 26

+1.26K

0.03%

Western Wealth Management, LLC

14.03K

Jun 30, 26

0.03%

Beacon Financial Strategies CORP

13.99K

Jun 30, 26

+13.99K

0.03%

Golden State Wealth Management, LLC

13.91K

Jun 30, 26

+168

0.03%

MARIPAU WEALTH MANAGEMENT LLC

13.90K

Jun 30, 26

+13.90K

0.03%

William Mack & Associates, Inc.

13.08K

Jun 30, 26

+13.08K

0.02%

B. Riley Wealth Advisors, Inc.

12.85K

Jun 30, 26

+12.85K

0.02%

WealthPlan Investment Management, LLC

12.70K

Jun 30, 26

+11

0.02%

Diligent Investors, LLC

12.44K

Jun 30, 26

-35

0.02%

VestGen Advisors, LLC

12.25K

Jun 30, 26

+632

0.02%

WEALTHGARDEN F.S. LLC

12.16K

Jun 30, 26

+660

0.02%

Savvy Advisors, Inc.

11.88K

Jun 30, 26

+1.55K

0.02%

CRA Financial Services, LLC

11.77K

Jun 30, 26

0.02%

Apollon Financial, LLC

11.70K

Jun 30, 26

0.02%

Gateway Wealth Partners, LLC

11.10K

Jun 30, 26

-15.56K

0.02%

Portfolio Resources Advisor Group, Inc.

10.88K

Jun 30, 26

+10.88K

0.02%

WCG Wealth Advisors LLC

10.72K

Jun 30, 26

-2.77K

0.02%

Worth Asset Management, LLC

10.55K

Jun 30, 26

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

10.52K

Jun 30, 26

+10.52K

0.02%

MPWM ADVISORY SOLUTIONS, LLC

10.32K

Jun 30, 26

-269

0.02%

PRIVATE TRUST CO NA

10.21K

Jun 30, 26

+4.45K

0.02%

Cypress Wealth Services, LLC

9.88K

Jun 30, 26

0.02%

Sovran Advisors, LLC

9.68K

Jun 30, 26

-1.06K

0.02%

XY Planning Network, Inc.

9.34K

Jun 30, 26

+9.34K

0.02%

Old Port Advisors

9.24K

Jun 30, 26

0.02%

Encompass More Asset Management

9.08K

Jun 30, 26

+9.08K

0.02%

Disciplined Investments, LLC

8.83K

Jun 30, 26

0.02%

Leelyn Smith, LLC

8.36K

Jun 30, 26

0.02%

Wealthcare Advisory Partners LLC

8.32K

Jun 30, 26

-1.22K

0.02%

SMITH, MOORE & CO.

8.28K

Jun 30, 26

-200

0.02%

John W. Brooker & Co., CPAs

8.20K

Jun 30, 26

-3.13K

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

8.10K

Jun 30, 26

0.01%

Colony Group, LLC

7.79K

Jun 30, 26

+7.79K

0.01%

Perigon Wealth Management, LLC

7.51K

Jun 30, 26

+7.51K

0.01%

Founders Financial Alliance, LLC

7.49K

Jun 30, 26

+7.49K

0.01%

Merit Financial Group, LLC

7.44K

Jun 30, 26

+237

0.01%

Sanctuary Advisors, LLC

7.12K

Jun 30, 26

+7.12K

0.01%

Sowell Financial Services LLC

7.12K

Jun 30, 26

+7.12K

0.01%

GILPIN WEALTH MANAGEMENT, LLC

7.09K

Jun 30, 26

+1.42K

0.01%

Financial Designs Corp

6.81K

Jun 30, 26

+6.81K

0.01%

Forza Wealth Management, LLC

6.70K

Jun 30, 26

+6.70K

0.01%

CENTAURUS FINANCIAL, INC.

6.57K

Jun 30, 26

-197

0.01%

YARGER WEALTH STRATEGIES, LLC

6.47K

Jun 30, 26

-2.55K

0.01%

Capital Investment Management, Inc.

6.34K

Jun 30, 26

+6.34K

0.01%

Atria Investments, Inc

6.24K

Jun 30, 26

+6.24K

0.01%

Pine Valley Investments Ltd Liability Co

6.22K

Jun 30, 26

+6.22K

0.01%

First Heartland Consultants, Inc.

6.17K

Jun 30, 26

0.01%

FIDUCIARY FINANCIAL GROUP, LLC

5.92K

Jun 30, 26

0.01%

Brinker Capital Investments, LLC

5.90K

Jun 30, 26

-306

0.01%

Elevation Wealth Management LLC

5.79K

Jun 30, 26

0.01%

Sound View Wealth Advisors Group, LLC

5.68K

Jun 30, 26

-294

0.01%

Creative Planning

5.55K

Jun 30, 26

+5.55K

0.01%

Pinnacle Family Advisors, LLC

5.31K

Jun 30, 26

+5.31K

0.01%

Jefferies Financial Group Inc.

5.27K

Jun 30, 26

+5.27K

0.01%

Macro Advisors, Inc.

5.26K

Jun 30, 26

+5.26K

0.01%

Transamerica Financial Advisors, Inc.

5.24K

Jun 30, 26

+5.24K

0.01%

Financial Network Wealth Advisors LLC

4.85K

Jun 30, 26

0.01%

AMERIFLEX GROUP, INC.

4.72K

Jun 30, 26

+4.72K

0.01%

FIFTH THIRD BANCORP

4.62K

Jun 30, 26

+744

0.01%

Aptus Capital Advisors, LLC

4.47K

Jun 30, 26

-8.07K

0.01%

Regatta Research & Money Management

3.53K

Jun 30, 26

+3.53K

0.01%

Whipplewood Advisors, LLC

3.09K

Jun 30, 26

-49.88K

0.01%

HAZLETT, BURT & WATSON, INC.

3.04K

Jun 30, 26

-284

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

3.00K

Jun 30, 26

0.01%

Physician Wealth Advisors, Inc.

2.70K

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

2.44K

Jun 30, 26

0.00%

VIMA LLC

2.42K

Jun 30, 26

+2.42K

0.00%

IFP Advisors, Inc

2.21K

Jun 30, 26

+52

0.00%

Ashton Thomas Private Wealth, LLC

1.81K

Jun 30, 26

+1.74K

0.00%

Luminist Capital LLC

1.38K

Jun 30, 26

+1.38K

0.00%

Wealth Enhancement Trust Services, Inc.

1.05K

Jun 30, 26

+1.05K

0.00%

IFG Advisory, LLC

900

Jun 30, 26

0.00%

Allworth Financial LP

800

Jun 30, 26

-1.32K

0.00%

MORGAN STANLEY

708

Jun 30, 26

-4.95K

0.00%

Covestor Ltd

550

Jun 30, 26

+356

0.00%

Coppell Advisory Solutions LLC

457

Jun 30, 26

+457

0.00%

Dunhill Financial, LLC

450

Jun 30, 26

-1.63K

0.00%

ASSETMARK, INC

374

Jun 30, 26

0.00%

EFG International AG

301

Jun 30, 26

+301

0.00%

Cape Investment Advisory, Inc.

301

Jun 30, 26

+301

0.00%

Johnson Financial Group, Inc.

294

Jun 30, 26

+294

0.00%

BlackRock, Inc.

290

Jun 30, 26

+290

0.00%

COUNTRY TRUST BANK

280

Jun 30, 26

+280

0.00%

UBS Group AG

200

Jun 30, 26

+200

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

128

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Jun 30, 26

+97

0.00%

Archer Investment Corp

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

+39

0.00%

Spire Wealth Management

Jun 30, 26

+26

0.00%

Bright Futures Wealth Management, LLC.

Jun 30, 26

-33.46K

ROYAL BANK OF CANADA

Jun 30, 26

-2.94K

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

-48

Golden State Equity Partners

Jun 30, 26

-400

SeaCrest Wealth Management, LLC

Jun 30, 26

-36.07K

Mutual Advisors, LLC

Jun 30, 26

-36.39K

CITADEL ADVISORS LLC

Jun 30, 26

-24.79K

Collaborative Wealth Managment Inc.

Jun 30, 26

-57.58K

Sound Income Strategies, LLC

Jun 30, 26

-4.08K

BLAIR WILLIAM & CO/IL

Jun 30, 26

-1.21K

Independent Advisor Alliance

Jun 30, 26

-95.05K

Concorde Asset Management, LLC

Jun 30, 26

-77.92K

Strategic Financial Concepts, LLC

Jun 30, 26

-6.29K

Valmark Advisers, Inc.

Jun 30, 26

-39.71K

Financial Futures Ltd Liability Co.

Jun 30, 26

-10.11K

Gen-Wealth Partners Inc

Jun 30, 26

-128

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-51.51K

SMI Advisory Services, LLC

Jun 30, 26

-7.86K

Belpointe Asset Management LLC

Jun 30, 26

-6.40K

MARSHALL INVESTMENT MANAGEMENT, LLC

Jun 30, 26

-535

Root Financial Partners, LLC

Jun 30, 26

-26

Davies Financial Advisors, Inc.

Jun 30, 26

-34.45K

CWM, LLC

187.70K

Mar 31, 26

+12.52K

0.34%

Sunbelt Securities, Inc.

7.53K

Mar 31, 26

-950

0.01%

COMERICA BANK

3.88K

Dec 31, 25

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-2.61K

Siligmueller & Norvid Wealth Advisors LLC

131.04K

Sep 30, 25

+131.04K

0.24%

AVANTAX ADVISORY SERVICES, INC.

9.79K

Jun 30, 25

-1.40K

0.02%

Atria Wealth Solutions, Inc.

Jun 30, 25

-9.73K

Sugarloaf Wealth Management, LLC

13.39K

Dec 31, 24

+5.60K

0.02%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-45.70K