Strive 500 ETF(STRV)

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Strive 500 ETF(STRV)

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$47.64—

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STRV(STRV)

STRV

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 150 Institutional Holders

Holder	Shares	Date	Change	% Held
OxenFree Capital LLC	941.77K	Jun 30, 26	+9.48K	4.02%
Everhart Financial Group, Inc.	20.40K	Jun 30, 26	-434	0.09%
Trilogy Capital Inc.	12.31K	Jun 30, 26	+24	0.05%
FULTON BANK, N.A.	12.00K	Jun 30, 26	--	0.05%
Key Client Fiduciary Advisors, LLC	4.57K	Jun 30, 26	+4.57K	0.02%
CoreCap Advisors, LLC	200	Jun 30, 26	--	0.00%
Longview Financial Advisors, Inc.	--	Jun 30, 26	-450	--
RAYMOND JAMES FINANCIAL INC	612.17K	Mar 31, 26	-39.23K	2.61%
Holistic Planning, LLC	485.63K	Mar 31, 26	+72.97K	2.07%
TRUIST FINANCIAL CORP	447.93K	Mar 31, 26	+8.72K	1.91%
STIFEL FINANCIAL CORP	392.07K	Mar 31, 26	-18.66K	1.67%
United Advisor Group, LLC	379.49K	Mar 31, 26	+13.58K	1.62%
Weaver Capital Management LLC	277.64K	Mar 31, 26	-88.89K	1.18%
Kestra Advisory Services, LLC	267.80K	Mar 31, 26	+99.81K	1.14%
LPL Financial LLC	265.13K	Mar 31, 26	+11.40K	1.13%
JONES FINANCIAL COMPANIES LLLP	252.24K	Mar 31, 26	+33.27K	1.08%
Ethos Financial Group, LLC	230.88K	Mar 31, 26	+5.08K	0.98%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	223.56K	Mar 31, 26	+22.83K	0.95%
COMMONWEALTH EQUITY SERVICES, LLC	205.72K	Mar 31, 26	+4.95K	0.88%
SECURED RETIREMENT ADVISORS, LLC	186.03K	Mar 31, 26	-9.93K	0.79%
Foundations Investment Advisors, LLC	165.68K	Mar 31, 26	+165.68K	0.71%
ROYAL BANK OF CANADA	150.82K	Mar 31, 26	+5.81K	0.64%
Essex Financial Services, Inc.	148.53K	Mar 31, 26	-3.65K	0.63%
Sage Capital Management, LLC	142.43K	Mar 31, 26	+7.75K	0.61%
Cetera Investment Advisers	137.89K	Mar 31, 26	+2.54K	0.59%
UBS Group AG	123.83K	Mar 31, 26	-8.35K	0.53%
BANK OF AMERICA CORP /DE/	113.94K	Mar 31, 26	-11.74K	0.49%
Fairman Group, LLC	107.74K	Mar 31, 26	+309	0.46%
ENVESTNET ASSET MANAGEMENT INC	104.67K	Mar 31, 26	+2.92K	0.45%
Visionary Wealth Advisors	88.16K	Mar 31, 26	-232	0.38%
WealthPlan Investment Management, LLC	85.96K	Mar 31, 26	+85.96K	0.37%
Betterment LLC	82.61K	Mar 31, 26	+20.42K	0.35%
Sanctuary Advisors, LLC	81.49K	Mar 31, 26	--	0.35%
Stenger Family Office, LLC	79.72K	Mar 31, 26	+1.60K	0.34%
CAPTRUST FINANCIAL ADVISORS	78.41K	Mar 31, 26	+22.04K	0.33%
Rockefeller Capital Management L.P.	74.99K	Mar 31, 26	+7.43K	0.32%
S.A. Mason LLC	74.14K	Mar 31, 26	+1.14K	0.32%
Creative Planning	73.14K	Mar 31, 26	+379	0.31%
FINANCIAL MANAGEMENT NETWORK INC	70.36K	Mar 31, 26	+1.13K	0.30%
TRAPHAGEN INVESTMENT ADVISORS LLC	54.60K	Mar 31, 26	-37	0.23%
CreativeOne Wealth, LLC	51.17K	Mar 31, 26	+17.79K	0.22%
Janney Montgomery Scott LLC	50.46K	Mar 31, 26	-51	0.22%
Cambridge Investment Research Advisors, Inc.	49.89K	Mar 31, 26	+3.78K	0.21%
NATIXIS ADVISORS, L.P.	43.57K	Mar 31, 26	+4.01K	0.19%
Curran Financial Partners, LLC	39.68K	Mar 31, 26	+7.00K	0.17%
Geneos Wealth Management Inc.	38.08K	Mar 31, 26	+956	0.16%
MML INVESTORS SERVICES, LLC	36.16K	Mar 31, 26	-1.84K	0.15%
Pensionmark Financial Group, LLC	35.90K	Mar 31, 26	-30.56K	0.15%
ADVISOR GROUP HOLDINGS, INC.	32.73K	Mar 31, 26	+232	0.14%
WILEY BROS.-AINTREE CAPITAL, LLC	31.95K	Mar 31, 26	-16.04K	0.14%
Belpointe Asset Management LLC	30.34K	Mar 31, 26	+733	0.13%
Second Half Financial Partners, LLC	29.86K	Mar 31, 26	+2.49K	0.13%
PARAGON CAPITAL MANAGEMENT INC	28.01K	Mar 31, 26	+694	0.12%
CWM, LLC	26.12K	Mar 31, 26	--	0.11%
Snowden Capital Advisors LLC	25.32K	Mar 31, 26	+74	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	23.81K	Mar 31, 26	+18.04K	0.10%
Indiana Trust & Investment Management CO	23.00K	Mar 31, 26	--	0.10%
Grantvest Financial Group LLC	20.59K	Mar 31, 26	-162	0.09%
Balance Wealth, LLC	20.16K	Mar 31, 26	-801	0.09%
PDS Planning, Inc	19.52K	Mar 31, 26	+294	0.08%
Independent Advisor Alliance	19.49K	Mar 31, 26	+19.49K	0.08%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	19.16K	Mar 31, 26	+2.00K	0.08%
PIN OAK INVESTMENT ADVISORS INC	19.14K	Mar 31, 26	-3.31K	0.08%
Goepper Burkhardt LLC	17.55K	Mar 31, 26	+607	0.07%
Steward Partners Investment Advisory, LLC	17.37K	Mar 31, 26	+7.36K	0.07%
Merit Financial Group, LLC	17.05K	Mar 31, 26	+17.05K	0.07%
PFG Investments, LLC	15.41K	Mar 31, 26	+1.88K	0.07%
Chicago Partners Investment Group LLC	15.17K	Mar 31, 26	-437	0.06%
Advisory Services Network, LLC	15.06K	Mar 31, 26	-200	0.06%
JANE STREET GROUP, LLC	14.37K	Mar 31, 26	+14.37K	0.06%
Future Financial Wealth Managment LLC	13.90K	Mar 31, 26	-2.17K	0.06%
Advyzon Investment Management, LLC	13.23K	Mar 31, 26	-4.79K	0.06%
StoneX Group Inc.	13.13K	Mar 31, 26	-35.33K	0.06%
MORGAN STANLEY	12.00K	Mar 31, 26	-2.74K	0.05%
Parallel Advisors, LLC	11.41K	Mar 31, 26	--	0.05%
Gibson Capital, LLC	10.90K	Mar 31, 26	-1.69K	0.05%
1776 Wealth LLC	10.86K	Mar 31, 26	--	0.05%
NewEdge Advisors, LLC	10.14K	Mar 31, 26	-23	0.04%
GWN SECURITIES INC.	10.09K	Mar 31, 26	+1.27K	0.04%
CLIENT 1ST ADVISORY GROUP, LLC	9.62K	Mar 31, 26	--	0.04%
HighTower Advisors, LLC	9.36K	Mar 31, 26	+76	0.04%
TCP Asset Management, LLC	8.87K	Mar 31, 26	-800	0.04%
HARBOUR INVESTMENTS, INC.	8.70K	Mar 31, 26	-50	0.04%
INDEPENDENT FINANCIAL GROUP, LLC	8.69K	Mar 31, 26	+282	0.04%
Avidian Wealth Solutions, LLC	8.69K	Mar 31, 26	+8.69K	0.04%
Lauterbach Financial Advisors, LLC	8.62K	Mar 31, 26	+1.21K	0.04%
Beacon Pointe Advisors, LLC	8.52K	Mar 31, 26	+662	0.04%
CENTAURUS FINANCIAL, INC.	8.43K	Mar 31, 26	-1.08K	0.04%
GTS SECURITIES LLC	7.80K	Mar 31, 26	+7.80K	0.03%
AdvisorNet Financial, Inc	7.74K	Mar 31, 26	+2.66K	0.03%
AE Wealth Management LLC	7.63K	Mar 31, 26	+92	0.03%
Mariner, LLC	7.42K	Mar 31, 26	+18	0.03%
JPMORGAN CHASE & CO	7.02K	Mar 31, 26	+1.27K	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	6.79K	Mar 31, 26	+102	0.03%
N.E.W. Advisory Services LLC	6.75K	Mar 31, 26	--	0.03%
DAVENPORT & Co LLC	6.68K	Mar 31, 26	--	0.03%
Pacific Asset Management, LLC	6.52K	Mar 31, 26	--	0.03%
Cypress Wealth Services, LLC	6.51K	Mar 31, 26	+18	0.03%
CITADEL ADVISORS LLC	6.14K	Mar 31, 26	-622	0.03%
HORAN Wealth, LLC	5.71K	Mar 31, 26	--	0.02%
Confluence Wealth Services, Inc.	5.46K	Mar 31, 26	-175	0.02%
Argentarii, LLC	5.15K	Mar 31, 26	+5.15K	0.02%
GOLDMAN SACHS GROUP INC	4.89K	Mar 31, 26	-103.98K	0.02%
Compass Financial Group, INC/SD	4.88K	Mar 31, 26	--	0.02%
BESSEMER GROUP INC	4.12K	Mar 31, 26	--	0.02%
MCF Advisors LLC	4.10K	Mar 31, 26	+69	0.02%
SIGNATUREFD, LLC	4.00K	Mar 31, 26	--	0.02%
Colonial Trust Advisors	3.95K	Mar 31, 26	--	0.02%
Aptus Capital Advisors, LLC	2.62K	Mar 31, 26	+100	0.01%
GUARDIAN WEALTH ADVISORS, LLC / NC	2.36K	Mar 31, 26	+2.36K	0.01%
FMR LLC	1.29K	Mar 31, 26	+344	0.01%
McIlrath & Eck, LLC	1.01K	Mar 31, 26	+178	0.00%
HAZLETT, BURT & WATSON, INC.	994	Mar 31, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	955	Mar 31, 26	--	0.00%
JNBA Financial Advisors	933	Mar 31, 26	-32	0.00%
NBC SECURITIES, INC.	821	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	684	Mar 31, 26	--	0.00%
Financial Life Planners	565	Mar 31, 26	+565	0.00%
BLAIR WILLIAM & CO/IL	525	Mar 31, 26	--	0.00%
IFP Advisors, Inc	509	Mar 31, 26	+49	0.00%
Clearstead Advisors, LLC	462	Mar 31, 26	+2	0.00%
Hughes Financial Services, LLC	391	Mar 31, 26	--	0.00%
HOWE & RUSLING INC	371	Mar 31, 26	+371	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	318	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	307	Mar 31, 26	+307	0.00%
Ashton Thomas Private Wealth, LLC	193	Mar 31, 26	+193	0.00%
ARMSTRONG ADVISORY GROUP, INC	160	Mar 31, 26	+1	0.00%
Strategic Advocates LLC	111	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	100	Mar 31, 26	--	0.00%
MONETA GROUP INVESTMENT ADVISORS LLC	--	Mar 31, 26	-4.66K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-41.06K	--
Linscomb & Williams, Inc.	--	Mar 31, 26	-8.69K	--
CPR Investments Inc.	--	Mar 31, 26	-7.55K	--
WealthPLAN Partners, LLC	--	Mar 31, 26	-81.02K	--
SIMPLEX TRADING, LLC	--	Mar 31, 26	-437	--
OneAscent Financial Services LLC	--	Mar 31, 26	-5.12K	--
Capital Investment Advisory Services, LLC	--	Mar 31, 26	-230	--
WELLS FARGO & COMPANY/MN	--	Mar 31, 26	-517	--
CIBC Private Wealth Group, LLC	10.41K	Dec 31, 25	--	0.04%
Strive Asset Management, LLC	615.11K	Sep 30, 25	+31.17K	2.62%
Horan Securities, Inc.	5.66K	Jun 30, 25	+13	0.02%
Orion Portfolio Solutions, LLC	31.76K	Mar 31, 25	+31.76K	0.14%
Cassady Schiller Wealth Management, LLC	3.29K	Dec 31, 24	+1.04K	0.01%
RAYMOND JAMES & ASSOCIATES	437.92K	Sep 30, 24	-2.77K	1.87%
Raymond James Financial Services Advisors, Inc.	125.95K	Sep 30, 24	-68.54K	0.54%
FinTrust Capital Advisors, LLC	2.59K	Sep 30, 24	+316	0.01%
Cetera Advisor Networks LLC	--	Mar 31, 24	-35.66K	--
TimeScale Financial, Inc.	2.13K	Jun 30, 23	--	0.01%
WIPFLI FINANCIAL ADVISORS LLC,	57.23K	Sep 30, 22	+57.23K	0.24%
American Portfolios Advisors	2.42K	Sep 30, 22	+2.42K	0.01%

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Holder

Date

Change

% Held

OxenFree Capital LLC

941.77K

Jun 30, 26

+9.48K

4.02%

Everhart Financial Group, Inc.

20.40K

Jun 30, 26

-434

0.09%

Trilogy Capital Inc.

12.31K

Jun 30, 26

+24

0.05%

FULTON BANK, N.A.

12.00K

Jun 30, 26

0.05%

Key Client Fiduciary Advisors, LLC

4.57K

Jun 30, 26

+4.57K

0.02%

CoreCap Advisors, LLC

200

Jun 30, 26

0.00%

Longview Financial Advisors, Inc.

Jun 30, 26

-450

RAYMOND JAMES FINANCIAL INC

612.17K

Mar 31, 26

-39.23K

2.61%

Holistic Planning, LLC

485.63K

Mar 31, 26

+72.97K

2.07%

TRUIST FINANCIAL CORP

447.93K

Mar 31, 26

+8.72K

1.91%

STIFEL FINANCIAL CORP

392.07K

Mar 31, 26

-18.66K

1.67%

United Advisor Group, LLC

379.49K

Mar 31, 26

+13.58K

1.62%

Weaver Capital Management LLC

277.64K

Mar 31, 26

-88.89K

1.18%

Kestra Advisory Services, LLC

267.80K

Mar 31, 26

+99.81K

1.14%

LPL Financial LLC

265.13K

Mar 31, 26

+11.40K

1.13%

JONES FINANCIAL COMPANIES LLLP

252.24K

Mar 31, 26

+33.27K

1.08%

Ethos Financial Group, LLC

230.88K

Mar 31, 26

+5.08K

0.98%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

223.56K

Mar 31, 26

+22.83K

0.95%

COMMONWEALTH EQUITY SERVICES, LLC

205.72K

Mar 31, 26

+4.95K

0.88%

SECURED RETIREMENT ADVISORS, LLC

186.03K

Mar 31, 26

-9.93K

0.79%

Foundations Investment Advisors, LLC

165.68K

Mar 31, 26

+165.68K

0.71%

ROYAL BANK OF CANADA

150.82K

Mar 31, 26

+5.81K

0.64%

Essex Financial Services, Inc.

148.53K

Mar 31, 26

-3.65K

0.63%

Sage Capital Management, LLC

142.43K

Mar 31, 26

+7.75K

0.61%

Cetera Investment Advisers

137.89K

Mar 31, 26

+2.54K

0.59%

UBS Group AG

123.83K

Mar 31, 26

-8.35K

0.53%

BANK OF AMERICA CORP /DE/

113.94K

Mar 31, 26

-11.74K

0.49%

Fairman Group, LLC

107.74K

Mar 31, 26

+309

0.46%

ENVESTNET ASSET MANAGEMENT INC

104.67K

Mar 31, 26

+2.92K

0.45%

Visionary Wealth Advisors

88.16K

Mar 31, 26

-232

0.38%

WealthPlan Investment Management, LLC

85.96K

Mar 31, 26

+85.96K

0.37%

Betterment LLC

82.61K

Mar 31, 26

+20.42K

0.35%

Sanctuary Advisors, LLC

81.49K

Mar 31, 26

0.35%

Stenger Family Office, LLC

79.72K

Mar 31, 26

+1.60K

0.34%

CAPTRUST FINANCIAL ADVISORS

78.41K

Mar 31, 26

+22.04K

0.33%

Rockefeller Capital Management L.P.

74.99K

Mar 31, 26

+7.43K

0.32%

S.A. Mason LLC

74.14K

Mar 31, 26

+1.14K

0.32%

Creative Planning

73.14K

Mar 31, 26

+379

0.31%

FINANCIAL MANAGEMENT NETWORK INC

70.36K

Mar 31, 26

+1.13K

0.30%

TRAPHAGEN INVESTMENT ADVISORS LLC

54.60K

Mar 31, 26

-37

0.23%

CreativeOne Wealth, LLC

51.17K

Mar 31, 26

+17.79K

0.22%

Janney Montgomery Scott LLC

50.46K

Mar 31, 26

-51

0.22%

Cambridge Investment Research Advisors, Inc.

49.89K

Mar 31, 26

+3.78K

0.21%

NATIXIS ADVISORS, L.P.

43.57K

Mar 31, 26

+4.01K

0.19%

Curran Financial Partners, LLC

39.68K

Mar 31, 26

+7.00K

0.17%

Geneos Wealth Management Inc.

38.08K

Mar 31, 26

+956

0.16%

MML INVESTORS SERVICES, LLC

36.16K

Mar 31, 26

-1.84K

0.15%

Pensionmark Financial Group, LLC

35.90K

Mar 31, 26

-30.56K

0.15%

ADVISOR GROUP HOLDINGS, INC.

32.73K

Mar 31, 26

+232

0.14%

WILEY BROS.-AINTREE CAPITAL, LLC

31.95K

Mar 31, 26

-16.04K

0.14%

Belpointe Asset Management LLC

30.34K

Mar 31, 26

+733

0.13%

Second Half Financial Partners, LLC

29.86K

Mar 31, 26

+2.49K

0.13%

PARAGON CAPITAL MANAGEMENT INC

28.01K

Mar 31, 26

+694

0.12%

CWM, LLC

26.12K

Mar 31, 26

0.11%

Snowden Capital Advisors LLC

25.32K

Mar 31, 26

+74

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

23.81K

Mar 31, 26

+18.04K

0.10%

Indiana Trust & Investment Management CO

23.00K

Mar 31, 26

0.10%

Grantvest Financial Group LLC

20.59K

Mar 31, 26

-162

0.09%

Balance Wealth, LLC

20.16K

Mar 31, 26

-801

0.09%

PDS Planning, Inc

19.52K

Mar 31, 26

+294

0.08%

Independent Advisor Alliance

19.49K

Mar 31, 26

+19.49K

0.08%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

19.16K

Mar 31, 26

+2.00K

0.08%

PIN OAK INVESTMENT ADVISORS INC

19.14K

Mar 31, 26

-3.31K

0.08%

Goepper Burkhardt LLC

17.55K

Mar 31, 26

+607

0.07%

Steward Partners Investment Advisory, LLC

17.37K

Mar 31, 26

+7.36K

0.07%

Merit Financial Group, LLC

17.05K

Mar 31, 26

+17.05K

0.07%

PFG Investments, LLC

15.41K

Mar 31, 26

+1.88K

0.07%

Chicago Partners Investment Group LLC

15.17K

Mar 31, 26

-437

0.06%

Advisory Services Network, LLC

15.06K

Mar 31, 26

-200

0.06%

JANE STREET GROUP, LLC

14.37K

Mar 31, 26

+14.37K

0.06%

Future Financial Wealth Managment LLC

13.90K

Mar 31, 26

-2.17K

0.06%

Advyzon Investment Management, LLC

13.23K

Mar 31, 26

-4.79K

0.06%

StoneX Group Inc.

13.13K

Mar 31, 26

-35.33K

0.06%

MORGAN STANLEY

12.00K

Mar 31, 26

-2.74K

0.05%

Parallel Advisors, LLC

11.41K

Mar 31, 26

0.05%

Gibson Capital, LLC

10.90K

Mar 31, 26

-1.69K

0.05%

1776 Wealth LLC

10.86K

Mar 31, 26

0.05%

NewEdge Advisors, LLC

10.14K

Mar 31, 26

-23

0.04%

GWN SECURITIES INC.

10.09K

Mar 31, 26

+1.27K

0.04%

CLIENT 1ST ADVISORY GROUP, LLC

9.62K

Mar 31, 26

0.04%

HighTower Advisors, LLC

9.36K

Mar 31, 26

+76

0.04%

TCP Asset Management, LLC

8.87K

Mar 31, 26

-800

0.04%

HARBOUR INVESTMENTS, INC.

8.70K

Mar 31, 26

-50

0.04%

INDEPENDENT FINANCIAL GROUP, LLC

8.69K

Mar 31, 26

+282

0.04%

Avidian Wealth Solutions, LLC

8.69K

Mar 31, 26

+8.69K

0.04%

Lauterbach Financial Advisors, LLC

8.62K

Mar 31, 26

+1.21K

0.04%

Beacon Pointe Advisors, LLC

8.52K

Mar 31, 26

+662

0.04%

CENTAURUS FINANCIAL, INC.

8.43K

Mar 31, 26

-1.08K

0.04%

GTS SECURITIES LLC

7.80K

Mar 31, 26

+7.80K

0.03%

AdvisorNet Financial, Inc

7.74K

Mar 31, 26

+2.66K

0.03%

AE Wealth Management LLC

7.63K

Mar 31, 26

+92

0.03%

Mariner, LLC

7.42K

Mar 31, 26

+18

0.03%

JPMORGAN CHASE & CO

7.02K

Mar 31, 26

+1.27K

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

6.79K

Mar 31, 26

+102

0.03%

N.E.W. Advisory Services LLC

6.75K

Mar 31, 26

0.03%

DAVENPORT & Co LLC

6.68K

Mar 31, 26

0.03%

Pacific Asset Management, LLC

6.52K

Mar 31, 26

0.03%

Cypress Wealth Services, LLC

6.51K

Mar 31, 26

+18

0.03%

CITADEL ADVISORS LLC

6.14K

Mar 31, 26

-622

0.03%

HORAN Wealth, LLC

5.71K

Mar 31, 26

0.02%

Confluence Wealth Services, Inc.

5.46K

Mar 31, 26

-175

0.02%

Argentarii, LLC

5.15K

Mar 31, 26

+5.15K

0.02%

GOLDMAN SACHS GROUP INC

4.89K

Mar 31, 26

-103.98K

0.02%

Compass Financial Group, INC/SD

4.88K

Mar 31, 26

0.02%

BESSEMER GROUP INC

4.12K

Mar 31, 26

0.02%

MCF Advisors LLC

4.10K

Mar 31, 26

+69

0.02%

SIGNATUREFD, LLC

4.00K

Mar 31, 26

0.02%

Colonial Trust Advisors

3.95K

Mar 31, 26

0.02%

Aptus Capital Advisors, LLC

2.62K

Mar 31, 26

+100

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

2.36K

Mar 31, 26

+2.36K

0.01%

FMR LLC

1.29K

Mar 31, 26

+344

0.01%

McIlrath & Eck, LLC

1.01K

Mar 31, 26

+178

0.00%

HAZLETT, BURT & WATSON, INC.

994

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

955

Mar 31, 26

0.00%

JNBA Financial Advisors

933

Mar 31, 26

-32

0.00%

NBC SECURITIES, INC.

821

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

684

Mar 31, 26

0.00%

Financial Life Planners

565

Mar 31, 26

+565

0.00%

BLAIR WILLIAM & CO/IL

525

Mar 31, 26

0.00%

IFP Advisors, Inc

509

Mar 31, 26

+49

0.00%

Clearstead Advisors, LLC

462

Mar 31, 26

0.00%

Hughes Financial Services, LLC

391

Mar 31, 26

0.00%

HOWE & RUSLING INC

371

Mar 31, 26

+371

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

318

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

307

Mar 31, 26

+307

0.00%

Ashton Thomas Private Wealth, LLC

193

Mar 31, 26

+193

0.00%

ARMSTRONG ADVISORY GROUP, INC

160

Mar 31, 26

0.00%

Strategic Advocates LLC

111

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

100

Mar 31, 26

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

Mar 31, 26

-4.66K

Brinker Capital Investments, LLC

Mar 31, 26

-41.06K

Linscomb & Williams, Inc.

Mar 31, 26

-8.69K

CPR Investments Inc.

Mar 31, 26

-7.55K

WealthPLAN Partners, LLC

Mar 31, 26

-81.02K

SIMPLEX TRADING, LLC

Mar 31, 26

-437

OneAscent Financial Services LLC

Mar 31, 26

-5.12K

Capital Investment Advisory Services, LLC

Mar 31, 26

-230

WELLS FARGO & COMPANY/MN

Mar 31, 26

-517

CIBC Private Wealth Group, LLC

10.41K

Dec 31, 25

0.04%

Strive Asset Management, LLC

615.11K

Sep 30, 25

+31.17K

2.62%

Horan Securities, Inc.

5.66K

Jun 30, 25

+13

0.02%

Orion Portfolio Solutions, LLC

31.76K

Mar 31, 25

+31.76K

0.14%

Cassady Schiller Wealth Management, LLC

3.29K

Dec 31, 24

+1.04K

0.01%

RAYMOND JAMES & ASSOCIATES

437.92K

Sep 30, 24

-2.77K

1.87%

Raymond James Financial Services Advisors, Inc.

125.95K

Sep 30, 24

-68.54K

0.54%

FinTrust Capital Advisors, LLC

2.59K

Sep 30, 24

+316

0.01%

Cetera Advisor Networks LLC

Mar 31, 24

-35.66K

TimeScale Financial, Inc.

2.13K

Jun 30, 23

0.01%

WIPFLI FINANCIAL ADVISORS LLC,

57.23K

Sep 30, 22

+57.23K

0.24%

American Portfolios Advisors

2.42K

Sep 30, 22

+2.42K

0.01%