How do I set a price alert for SPLB?

To set a SPLB price alert on Stock Alarm Pro, navigate to the SPLB 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 SPLB?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for SPLB. 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 SPLB?

Stock Alarm Pro supports over 125 trigger types for SPLB: 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 SPLB price changes?

SPLB 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 SPLB alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for SPLB 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.

SPLB Institutional Ownership & 13F Filings

State Street SPDR Portfolio Long Term Corporate Bond ETF(SPLB)

NYSEClosing price · checked 9:49 PM ETAbout this dataData status

$20.59▼-0.09 (-0.44%)

Extended:$20.59+0.00 (+0.00%)

WatchlistChart Studio

Institutional Ownership

Top 289 Institutional Holders

Holder	Shares	Date	Change	% Held
STATE STREET CORP	4.87M	Sep 30, 26	+76.07K	12.56%
LPL Financial LLC	4.68M	Sep 30, 26	+521.83K	12.08%
ROCKLAND TRUST CO	2.16M	Sep 30, 26	+125.87K	5.56%
NYL Investors LLC	1.47M	Sep 30, 26	+5.05K	3.78%
Quadrature Capital Ltd	1.17M	Sep 30, 26	+1.05M	3.02%
Cetera Investment Advisers	862.42K	Sep 30, 26	+70.70K	2.22%
PRINCIPAL SECURITIES, INC.	849.01K	Sep 30, 26	+85.74K	2.19%
MORGAN STANLEY	811.49K	Sep 30, 26	-71.05K	2.09%
ASSETMARK, INC	804.68K	Sep 30, 26	+301.83K	2.08%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	778.30K	Sep 30, 26	+14.38K	2.01%
Madison Asset Management, LLC	628.58K	Sep 30, 26	+628.58K	1.62%
PFG Advisors	518.75K	Sep 30, 26	+34.06K	1.34%
White & Co Financial Planning Inc	477.47K	Sep 30, 26	+55.50K	1.23%
Mirae Asset Global Investments Co., Ltd.	459.00K	Sep 30, 26	+80.00K	1.18%
Graney & King, LLC	421.85K	Sep 30, 26	+22.48K	1.09%
PARK AVENUE SECURITIES LLC	419.79K	Sep 30, 26	+29.91K	1.08%
RAYMOND JAMES FINANCIAL INC	417.84K	Sep 30, 26	+42.42K	1.08%
ARRIEN INVESTMENTS, INC.	359.86K	Sep 30, 26	-34.18K	0.93%
Goldstone Financial Group, LLC	358.32K	Sep 30, 26	-58.89K	0.92%
Hedeker Wealth, LLC	349.01K	Sep 30, 26	+13.97K	0.90%
OSAIC HOLDINGS, INC.	283.00K	Sep 30, 26	+8.70K	0.73%
Cerity Partners LLC	262.82K	Sep 30, 26	+56.49K	0.68%
Bank of New York Mellon Corp	238.13K	Sep 30, 26	-16.78K	0.61%
Fjell Capital, LLC	208.33K	Sep 30, 26	+208.33K	0.54%
Roan Capital Partners	184.85K	Sep 30, 26	+9.02K	0.48%
BlackRock, Inc.	177.08K	Sep 30, 26	+177.08K	0.46%
Aspire Private Capital, LLC	176.62K	Sep 30, 26	+9.96K	0.46%
JPMORGAN CHASE & CO	163.51K	Sep 30, 26	-1.25K	0.42%
Westside Investment Management, Inc.	153.42K	Sep 30, 26	+22.81K	0.40%
NewEdge Advisors, LLC	146.28K	Sep 30, 26	+28.52K	0.38%
LANDMARK WEALTH MANAGEMENT, INC.	140.67K	Sep 30, 26	+33.00K	0.36%
Aspetuck Financial Management LLC	125.46K	Sep 30, 26	+4.44K	0.32%
CONNING INC.	124.08K	Sep 30, 26	--	0.32%
Raleigh Capital Management Inc.	120.96K	Sep 30, 26	+18.79K	0.31%
CARY STREET PARTNERS FINANCIAL LLC	119.07K	Sep 30, 26	-2.13K	0.31%
Signal Advisors Wealth, LLC	118.53K	Sep 30, 26	+56.11K	0.31%
HighTower Advisors, LLC	105.53K	Sep 30, 26	+11.86K	0.27%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	100.42K	Sep 30, 26	-28.33K	0.26%
Private Advisor Group, LLC	99.76K	Sep 30, 26	+2.64K	0.26%
HARBOUR INVESTMENTS, INC.	89.02K	Sep 30, 26	+41.20K	0.23%
JONES FINANCIAL COMPANIES LLLP	88.16K	Sep 30, 26	-2.75K	0.23%
MML INVESTORS SERVICES, LLC	83.77K	Sep 30, 26	-87.38K	0.22%
Sanctuary Advisors, LLC	81.92K	Sep 30, 26	-1.83K	0.21%
Wealth Management Nebraska	80.57K	Sep 30, 26	+80.57K	0.21%
Arete Wealth Advisors, LLC	80.42K	Sep 30, 26	+208	0.21%
Cambridge Investment Research Advisors, Inc.	80.30K	Sep 30, 26	-16.47K	0.21%
Geneos Wealth Management Inc.	77.04K	Sep 30, 26	+37.05K	0.20%
UBS Group AG	73.28K	Sep 30, 26	-5.68K	0.19%
IFP Advisors, Inc	71.79K	Sep 30, 26	+1.46K	0.19%
NOVEM GROUP	69.72K	Sep 30, 26	+4.96K	0.18%
J.W. COLE ADVISORS, INC.	63.41K	Sep 30, 26	-3.01K	0.16%
RENAISSANCE TECHNOLOGIES LLC	60.50K	Sep 30, 26	+60.50K	0.16%
AE Wealth Management LLC	55.15K	Sep 30, 26	+22.10K	0.14%
TRUEFG, LLC	54.66K	Sep 30, 26	+2.71K	0.14%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	53.88K	Sep 30, 26	-25.01K	0.14%
Midwest Financial Network, LLC	52.09K	Sep 30, 26	+14.46K	0.13%
One Wealth Map LLC	47.72K	Sep 30, 26	+34.96K	0.12%
Ally Invest Advisors Inc.	46.85K	Sep 30, 26	+2.30K	0.12%
Ameritas Investment Partners, Inc.	45.69K	Sep 30, 26	+1.00K	0.12%
Boltwood Capital Management	44.55K	Sep 30, 26	-300	0.11%
Rockefeller Capital Management L.P.	43.92K	Sep 30, 26	-9.31K	0.11%
Legacy Wealth Partners, LLC	43.86K	Sep 30, 26	+13.84K	0.11%
Koshinski Asset Management, Inc.	38.44K	Sep 30, 26	-1.54K	0.10%
CreativeOne Wealth, LLC	38.27K	Sep 30, 26	+15.96K	0.10%
Spectrum Wealth Advisory Group, LLC	37.05K	Sep 30, 26	-2.85K	0.10%
NOVUS ADVISORS, LLC	36.75K	Sep 30, 26	+4.99K	0.09%
Strategic Advocates LLC	36.16K	Sep 30, 26	-977	0.09%
Prospera Financial Services Inc	35.37K	Sep 30, 26	-16.65K	0.09%
LOCKERMAN FINANCIAL GROUP, INC.	34.22K	Sep 30, 26	+7.43K	0.09%
Sigma Planning Corp	32.76K	Sep 30, 26	-21.65K	0.08%
Hibernia Wealth Partners, LLC	31.85K	Sep 30, 26	+21.55K	0.08%
LANARK FINANCIAL, INC.	31.21K	Sep 30, 26	+31.21K	0.08%
CREATIVE FINANCIAL DESIGNS INC /ADV	30.56K	Sep 30, 26	-1.77K	0.08%
Insight Advisors, LLC/ PA	30.54K	Sep 30, 26	-205	0.08%
International Private Wealth Advisors LLC	26.29K	Sep 30, 26	+7.07K	0.07%
Advisor OS, LLC	24.73K	Sep 30, 26	-972	0.06%
Sharkey, Howes & Javer	24.54K	Sep 30, 26	-4.94K	0.06%
DWM Financial Group, Inc.	24.33K	Sep 30, 26	+24.33K	0.06%
RMR Capital Management, LLC	23.97K	Sep 30, 26	--	0.06%
LifeGoal Investments, LLC	23.65K	Sep 30, 26	+12.00K	0.06%
Ascent Group, LLC	22.58K	Sep 30, 26	+11.25K	0.06%
StoneX Group Inc.	22.01K	Sep 30, 26	+8.04K	0.06%
Belpointe Asset Management LLC	21.66K	Sep 30, 26	-175	0.06%
Outlook Wealth Advisors, LLC	21.50K	Sep 30, 26	+7.61K	0.06%
Kestra Advisory Services, LLC	20.92K	Sep 30, 26	+3.30K	0.05%
Balefire, LLC	20.90K	Sep 30, 26	+10.92K	0.05%
Global Financial Private Client, LLC	20.36K	Sep 30, 26	+964	0.05%
GWN SECURITIES INC.	20.18K	Sep 30, 26	-20.99K	0.05%
RICHARDSON FINANCIAL SERVICES INC.	19.91K	Sep 30, 26	+8.59K	0.05%
Econ Financial Services Corp	17.95K	Sep 30, 26	-507.50K	0.05%
LEVEL FOUR ADVISORY SERVICES, LLC	17.94K	Sep 30, 26	-406	0.05%
AXXCESS WEALTH MANAGEMENT, LLC	17.90K	Sep 30, 26	-5.05K	0.05%
FIFTH THIRD SECURITIES, INC.	17.67K	Sep 30, 26	+3.13K	0.05%
WealthPoint Financial, LLC	17.50K	Sep 30, 26	+4.56K	0.05%
HF Advisory Group, LLC	16.67K	Sep 30, 26	+1.25K	0.04%
Global Endowment Management, LP	15.99K	Sep 30, 26	+15.99K	0.04%
Stratos Wealth Partners, LTD.	15.97K	Sep 30, 26	+1.28K	0.04%
Valtinson Bruner Financial Planning LLC	15.16K	Sep 30, 26	+15.16K	0.04%
McMill Wealth Management	15.07K	Sep 30, 26	+15.07K	0.04%
Vise Technologies, Inc.	14.91K	Sep 30, 26	+14.91K	0.04%
Heritage Wealth Management, Inc.	14.20K	Sep 30, 26	+4.60K	0.04%
Pinnacle Financial Partners, Inc.	13.70K	Sep 30, 26	+9	0.04%
COMMONWEALTH EQUITY SERVICES, LLC	13.49K	Sep 30, 26	+1.99K	0.03%
GeoWealth Management, LLC	13.42K	Sep 30, 26	+4.51K	0.03%
BFC Planning, Inc.	12.86K	Sep 30, 26	-1.09K	0.03%
Balboa Wealth Partners	12.83K	Sep 30, 26	+1.06K	0.03%
STIFEL FINANCIAL CORP	11.98K	Sep 30, 26	-139	0.03%
Twelve Points Wealth Management LLC	11.76K	Sep 30, 26	-3.51K	0.03%
Valmark Advisers, Inc.	11.56K	Sep 30, 26	--	0.03%
Decker Retirement Planning Inc.	11.56K	Sep 30, 26	+2.52K	0.03%
Collaborative Wealth Managment Inc.	11.53K	Sep 30, 26	-1.12K	0.03%
CHOREO, LLC	11.48K	Sep 30, 26	+154	0.03%
Advisory Alpha, LLC	11.19K	Sep 30, 26	+11.19K	0.03%
Orion Porfolio Solutions, LLC	11.03K	Sep 30, 26	+11.03K	0.03%
BRIA Capital Group, LLC	10.92K	Sep 30, 26	--	0.03%
SMART Wealth LLC	9.93K	Sep 30, 26	+9.93K	0.03%
Aegis Wealth Management, Inc.	9.91K	Sep 30, 26	+9.91K	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	8.23K	Sep 30, 26	+400	0.02%
PRIVATE TRUST CO NA	8.13K	Sep 30, 26	+59	0.02%
Founders Financial Alliance, LLC	8.05K	Sep 30, 26	-3.03K	0.02%
Farther Finance Advisors, LLC	7.29K	Sep 30, 26	-908	0.02%
CoreCap Advisors, LLC	6.88K	Sep 30, 26	-538	0.02%
Richard W. Paul & Associates, LLC	5.63K	Sep 30, 26	+1.91K	0.01%
SBI Securities Co., Ltd.	4.86K	Sep 30, 26	+25	0.01%
Triumph Capital Management	4.84K	Sep 30, 26	+927	0.01%
Morton Brown Family Wealth, LLC	4.73K	Sep 30, 26	+4.73K	0.01%
Qube Research & Technologies Ltd	4.32K	Sep 30, 26	-115	0.01%
Smartleaf Asset Management LLC	4.12K	Sep 30, 26	+2.39K	0.01%
Strive Financial Group ,LLC	3.49K	Sep 30, 26	-3.09K	0.01%
NFSG Corp	3.39K	Sep 30, 26	+47	0.01%
BOLTON SECURITIES CORPORATION	3.02K	Sep 30, 26	+3.02K	0.01%
RMG Wealth Management LLC	2.83K	Sep 30, 26	-1.07K	0.01%
US BANCORP \DE\	2.29K	Sep 30, 26	--	0.01%
Elevated Capital Advisors, LLC	2.27K	Sep 30, 26	-205	0.01%
BROWN, LISLE/CUMMINGS, INC.	2.03K	Sep 30, 26	-439	0.01%
Signature Equity Partners, LLC	1.48K	Sep 30, 26	--	0.00%
FIFTH THIRD BANCORP	1.43K	Sep 30, 26	+21	0.00%
James T. Borello RIA	1.39K	Sep 30, 26	--	0.00%
Global Retirement Partners, LLC	1.03K	Sep 30, 26	-1.20K	0.00%
Keating Financial Advisory Services, Inc.	994	Sep 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	626	Sep 30, 26	+626	0.00%
Bullock Wealth Management Group	597	Sep 30, 26	-214	0.00%
Covestor Ltd	469	Sep 30, 26	+320	0.00%
BLAIR WILLIAM & CO/IL	438	Sep 30, 26	+2	0.00%
Buck Wealth Strategies, LLC	427	Sep 30, 26	+159	0.00%
Cape Investment Advisory, Inc.	417	Sep 30, 26	+417	0.00%
Physician Wealth Advisors, Inc.	318	Sep 30, 26	+318	0.00%
Continuum Advisory, LLC	160	Sep 30, 26	+59	0.00%
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.	156	Sep 30, 26	-3.32K	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	147	Sep 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	107	Sep 30, 26	+92	0.00%
Larson Financial Group LLC	97	Sep 30, 26	+1	0.00%
N.E.W. Advisory Services LLC	93	Sep 30, 26	+1	0.00%
Heritage Family Offices, LLP	86	Sep 30, 26	+86	0.00%
CITIGROUP INC	71	Sep 30, 26	+71	0.00%
Transamerica Financial Advisors, LLC	71	Sep 30, 26	--	0.00%
Ascentis Independent Advisors	59	Sep 30, 26	+59	0.00%
EASTERN BANK	44	Sep 30, 26	-51	0.00%
SIMPLEX TRADING, LLC	26	Sep 30, 26	-229	0.00%
FMR LLC	25	Sep 30, 26	-442	0.00%
Networth Advisors, LLC	15	Sep 30, 26	+15	0.00%
Key Capital Management, INC	14	Sep 30, 26	+4	0.00%
Darwin Wealth Management, LLC	8	Sep 30, 26	--	0.00%
Atomic Invest LLC	3	Sep 30, 26	-1	0.00%
Rossby Financial, LCC	2	Sep 30, 26	--	0.00%
Root Financial Partners, LLC	2	Sep 30, 26	+2	0.00%
SUMMIT SECURITIES GROUP LLC	1	Sep 30, 26	+1	0.00%
BARCLAYS PLC	1	Sep 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	--	Sep 30, 26	-1.84K	--
AdvisorNet Financial, Inc	--	Sep 30, 26	-1.00K	--
RiverFront Investment Group, LLC	--	Sep 30, 26	-15.14K	--
Ameritas Advisory Services, LLC	--	Sep 30, 26	-1	--
VANGUARD ADVISERS INC	--	Sep 30, 26	-14	--
Strategic Investment Advisors / MI	--	Sep 30, 26	-4.51K	--
Entelevest, LLC	--	Sep 30, 26	-16.35K	--
FIDUCIARY FINANCIAL ADVISORS	--	Sep 30, 26	-1.99K	--
EP Wealth Advisors, LLC	--	Sep 30, 26	-5.27K	--
Cornerstone Planning Group LLC	--	Sep 30, 26	-3.73K	--
JANE STREET GROUP, LLC	--	Sep 30, 26	-267.56K	--
ENVESTNET ASSET MANAGEMENT INC	4.63M	Jun 30, 26	+1.38M	11.93%
BANK OF AMERICA CORP /DE/	950.90K	Jun 30, 26	-10.80K	2.45%
Clark Capital Management Group, Inc.	915.15K	Jun 30, 26	+320.92K	2.36%
MORGAN STANLEY	882.54K	Jun 30, 26	-66.83K	2.28%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	842.33K	Jun 30, 26	+814.86K	2.17%
Envestnet Portfolio Solutions, Inc.	823.02K	Jun 30, 26	+223.65K	2.12%
Cetera Investment Advisers	791.72K	Jun 30, 26	+272.83K	2.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	763.93K	Jun 30, 26	+12.70K	1.97%
PRINCIPAL SECURITIES, INC.	763.27K	Jun 30, 26	+266.63K	1.97%
GOLDMAN SACHS GROUP INC	686.35K	Jun 30, 26	+686.35K	1.77%
Gotham Asset Management, LLC	683.69K	Jun 30, 26	+18.25K	1.76%
WELLS FARGO & COMPANY/MN	547.67K	Jun 30, 26	-3.21K	1.41%
ROYAL BANK OF CANADA	443.65K	Jun 30, 26	+27.73K	1.14%
Graney & King, LLC	399.37K	Jun 30, 26	+23.21K	1.03%
RAYMOND JAMES FINANCIAL INC	375.42K	Jun 30, 26	-787	0.97%
OSAIC HOLDINGS, INC.	274.30K	Jun 30, 26	+15.09K	0.71%
Cerity Partners LLC	206.32K	Jun 30, 26	+1.33K	0.53%
MML INVESTORS SERVICES, LLC	171.15K	Jun 30, 26	+75.56K	0.44%
JPMORGAN CHASE & CO	164.75K	Jun 30, 26	-14.80K	0.42%
Quadrature Capital Ltd	121.74K	Jun 30, 26	+121.74K	0.31%
NewEdge Advisors, LLC	117.76K	Jun 30, 26	+480	0.30%
Advyzon Investment Management, LLC	79.72K	Jun 30, 26	+3.60K	0.21%
Caitlin John, LLC	76.95K	Jun 30, 26	-185.48K	0.20%
Fourth Dimension Wealth, LLC	66.92K	Jun 30, 26	+3.77K	0.17%
Integrated Wealth Concepts LLC	66.86K	Jun 30, 26	-2.87K	0.17%
Rockefeller Capital Management L.P.	53.23K	Jun 30, 26	+355	0.14%
Ameritas Investment Partners, Inc.	44.68K	Jun 30, 26	+1.46K	0.12%
Ally Invest Advisors Inc.	44.55K	Jun 30, 26	+3.89K	0.11%
KKM Financial LLC	38.51K	Jun 30, 26	+4.36K	0.10%
AMERIPRISE FINANCIAL INC	33.92K	Jun 30, 26	-3.68K	0.09%
AE Wealth Management LLC	33.05K	Jun 30, 26	+1.15K	0.09%
SHP Wealth Management	31.24K	Jun 30, 26	-10.15K	0.08%
IHT Wealth Management, LLC	20.21K	Jun 30, 26	+1.30K	0.05%
&PARTNERS	16.36K	Jun 30, 26	-1.75K	0.04%
Entelevest, LLC	16.35K	Jun 30, 26	-1.45K	0.04%
RiverFront Investment Group, LLC	15.14K	Jun 30, 26	--	0.04%
World Investment Advisors	13.81K	Jun 30, 26	+1.82K	0.04%
Pinnacle Financial Partners, Inc.	13.69K	Jun 30, 26	-89.76K	0.04%
BYRNE FINANCIAL FREEDOM, LLC	10.79K	Jun 30, 26	+52	0.03%
WealthShield Partners, LLC	10.27K	Jun 30, 26	--	0.03%
Ausdal Financial Partners, Inc.	9.71K	Jun 30, 26	-4.19K	0.03%
EP Wealth Advisors, LLC	5.27K	Jun 30, 26	+5.27K	0.01%
Strategic Investment Advisors / MI	4.51K	Jun 30, 26	-1.63K	0.01%
Qube Research & Technologies Ltd	4.43K	Jun 30, 26	+3.68K	0.01%
Richard W. Paul & Associates, LLC	3.71K	Jun 30, 26	-1.43K	0.01%
NEW ENGLAND ASSET MANAGEMENT INC	3.00K	Jun 30, 26	+3.00K	0.01%
IMA Advisory Services, Inc.	2.50K	Jun 30, 26	+2.50K	0.01%
NATIONAL BANK OF CANADA /FI/	2.34K	Jun 30, 26	--	0.01%
FIDUCIARY FINANCIAL ADVISORS	1.99K	Jun 30, 26	+1.99K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	858	Jun 30, 26	+858	0.00%
Tower Research Capital LLC (TRC)	631	Jun 30, 26	+631	0.00%
Continuum Advisory, LLC	101	Jun 30, 26	+101	0.00%
Federation des caisses Desjardins du Quebec	76	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	14	Jun 30, 26	-142	0.00%
Atomic Invest LLC	4	Jun 30, 26	+4	0.00%
STATE OF WISCONSIN INVESTMENT BOARD	--	Jun 30, 26	-42.92K	--
Global Endowment Management, LP	--	Jun 30, 26	-10.44K	--
MAI Capital Management	--	Jun 30, 26	-5.08K	--
Bramshill Investments, LLC	--	Jun 30, 26	-1.78M	--
Advisory Services Network, LLC	--	Jun 30, 26	-4.33K	--
SONA ASSET MANAGEMENT (US) LLC	--	Jun 30, 26	-2.35M	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-167.15K	--
XTX Topco Ltd	--	Jun 30, 26	-26.73K	--
Equitable Holdings, Inc.	--	Jun 30, 26	-9.14K	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-17.15K	--
CWM, LLC	18.52K	Mar 31, 26	+5.33K	0.05%
Sunbelt Securities, Inc.	1.06K	Mar 31, 26	--	0.00%
Passumpsic Savings Bank	325.65K	Dec 31, 25	+325.65K	0.84%
Austin Private Wealth, LLC	64.19K	Dec 31, 25	+64.19K	0.17%
COMERICA BANK	1.21K	Dec 31, 25	+114	0.00%
CIBC Private Wealth Group LLC	51	Dec 31, 25	+35	0.00%
SYNOVUS FINANCIAL CORP	108.46K	Sep 30, 25	-3.09K	0.28%
Sterling Financial Group, Inc.	9.21K	Sep 30, 25	-827.91K	0.02%
Pineridge Advisors LLC	16	Sep 30, 25	+1	0.00%
Atria Wealth Solutions, Inc.	19.08K	Jun 30, 25	-2.58K	0.05%
Iron Horse Wealth Management, LLC	565	Jun 30, 25	+6	0.00%
Capital A Wealth Management, LLC	--	Jun 30, 25	-19	--
Wellington Wealth Strategies, LLC.	9.09K	Dec 31, 24	+9.09K	0.02%
RAYMOND JAMES & ASSOCIATES	214.01K	Sep 30, 24	+95.77K	0.55%
Axiom Advisory, LLC	100.44K	Sep 30, 24	+22.21K	0.26%
Raymond James Financial Services Advisors, Inc.	57.64K	Sep 30, 24	+57.64K	0.15%
Aspire Wealth Management Corp	7	Sep 30, 24	-1	0.00%
BlackRock Inc.	104.40K	Jun 30, 24	+1.18K	0.27%
Cetera Advisor Networks LLC	51.54K	Mar 31, 24	+16.07K	0.13%
Cetera Advisors LLC	16.61K	Mar 31, 24	+2.32K	0.04%
WEALTHSOURCE PARTNERS, LLC	80.61K	Dec 31, 23	+64.43K	0.21%
COMPASS FINANCIAL ADVISORS LLC	17.85K	Mar 31, 23	+1.55K	0.05%
American Portfolios Advisors	4.10K	Sep 30, 22	+4.10K	0.01%
Strategic Asset Management, LLC	1.79K	Sep 30, 22	-2.81K	0.00%
Covington Capital Management	878	Sep 30, 22	--	0.00%
Carroll Financial Associates, Inc.	198	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	--	Dec 31, 21	-2.74K	--
Cardan Capital Partners, LLC	66.42K	Sep 30, 21	+754	0.17%
ROWLAND CARMICHAEL ADVISORS INC /ADV	79.32K	Dec 31, 20	+16.69K	0.20%
OLD MISSION CAPITAL, LLC	57.30K	Dec 31, 20	+57.30K	0.15%
Lucia Wealth Services, LLC	30.54K	Sep 30, 20	-2.35K	0.08%
LifePlan Financial Group, Inc	--	Sep 30, 20	-15.66K	--
Global Financial Private Capital, Inc	80.81K	Jun 30, 20	+80.81K	0.21%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA	57.15K	Dec 31, 19	--	0.15%
Advisor Group, Inc.	55.69K	Dec 31, 19	+10.66K	0.14%
LADENBURG THALMANN FINANCIAL SERVICES INC.	52.34K	Dec 31, 19	-15.44K	0.13%
Allegis Investment Advisors, LLC	11.01K	Mar 31, 18	+11.01K	0.03%
BlackRock Investment Management, LLC	74.00K	Dec 31, 16	-2.30K	0.19%
MSI Financial Services Inc	1.54K	Dec 31, 16	+240	0.00%
Edmond de Rothschild (Europe)	6.50K	Sep 30, 16	+6.50K	0.02%
BAIRD ROBERT W & CO INC /WI/	31.93K	Mar 31, 15	+561	0.08%
UBS AG	53.53K	Sep 30, 14	+1.01K	0.14%
Jane Street Holding, LLC	109.22K	Dec 31, 13	+74.24K	0.28%
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-49.63K	--
First Allied Securities, Inc.	162	Jun 30, 12	--	0.00%