Innovator U.S. Equity Ultra Buffer ETF - December(UDEC)

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Innovator U.S. Equity Ultra Buffer ETF - December(UDEC)

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$42.48—

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UDEC(UDEC)

UDEC

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

Institutional Ownership

Top 138 Institutional Holders

Holder	Shares	Date	Change	% Held
COMMONWEALTH EQUITY SERVICES, LLC	328.13K	Jun 30, 26	-22.66K	5.59%
Brookstone Capital Management	314.14K	Jun 30, 26	-1.57M	5.35%
LEGACY CAPITAL WEALTH MANAGEMENT, LLC	241.91K	Jun 30, 26	+16.36K	4.12%
RAYMOND JAMES FINANCIAL INC	212.24K	Jun 30, 26	-4.42K	3.61%
ADVISOR GROUP HOLDINGS, INC.	207.41K	Jun 30, 26	+3.79K	3.53%
TOUNJIAN ADVISORY PARTNERS, LLC	180.44K	Jun 30, 26	+180.44K	3.07%
ENVESTNET ASSET MANAGEMENT INC	162.40K	Jun 30, 26	-54.19K	2.76%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	155.56K	Jun 30, 26	+6.46K	2.65%
Foundations Investment Advisors, LLC	137.62K	Jun 30, 26	-19.22K	2.34%
Sovran Advisors, LLC	126.11K	Jun 30, 26	-13.32K	2.15%
Kestra Advisory Services, LLC	101.86K	Jun 30, 26	-31.79K	1.73%
KFG WEALTH MANAGEMENT, LLC	99.12K	Jun 30, 26	-2.05K	1.69%
CENTRAL VALLEY ADVISORS, LLC	88.90K	Jun 30, 26	-2.45K	1.51%
Berger Financial Group, Inc	83.35K	Jun 30, 26	-5.03K	1.42%
Trek Financial, LLC	78.71K	Jun 30, 26	-12.18K	1.34%
Cambridge Investment Research Advisors, Inc.	73.48K	Jun 30, 26	-8.67K	1.25%
MILESTONE ASSET MANAGEMENT, LLC	72.82K	Jun 30, 26	-2.88K	1.24%
MBL Wealth, LLC	71.94K	Jun 30, 26	+337	1.22%
Spire Wealth Management	64.54K	Jun 30, 26	-1.61K	1.10%
Cetera Investment Advisers	62.74K	Jun 30, 26	-2.60K	1.07%
TRUIST FINANCIAL CORP	57.46K	Jun 30, 26	-900	0.98%
LPL Financial LLC	54.16K	Jun 30, 26	+8.05K	0.92%
IMG Wealth Management, Inc.	53.55K	Jun 30, 26	+2.27K	0.91%
WealthPlan Investment Management, LLC	49.20K	Jun 30, 26	-2.86K	0.84%
HighTower Advisors, LLC	49.02K	Jun 30, 26	+1.50K	0.83%
Strategic Blueprint, LLC	44.26K	Jun 30, 26	-339	0.75%
Virtue Capital Management, LLC	42.63K	Jun 30, 26	-659	0.73%
Advisory Services Network, LLC	41.91K	Jun 30, 26	--	0.71%
AssuredPartners Investment Advisors, LLC	38.90K	Jun 30, 26	-6.16K	0.66%
Castle Rock Wealth Management, LLC	37.20K	Jun 30, 26	-125	0.63%
MML INVESTORS SERVICES, LLC	37.11K	Jun 30, 26	-540	0.63%
CAPTRUST FINANCIAL ADVISORS	33.63K	Jun 30, 26	--	0.57%
CITADEL ADVISORS LLC	32.31K	Jun 30, 26	+12.30K	0.55%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	32.14K	Jun 30, 26	-12.38K	0.55%
Ameritas Advisory Services, LLC	29.57K	Jun 30, 26	+2.83K	0.50%
Gladstone Institutional Advisory LLC	28.23K	Jun 30, 26	-400	0.48%
MONEY CONCEPTS CAPITAL CORP	26.66K	Jun 30, 26	-9.60K	0.45%
Sonoma Allocations LLC	25.57K	Jun 30, 26	-247	0.44%
Octavia Wealth Advisors, LLC	25.36K	Jun 30, 26	-825	0.43%
Arete Wealth Advisors, LLC	24.66K	Jun 30, 26	-15.82K	0.42%
FIDUCIARY FINANCIAL GROUP, LLC	22.70K	Jun 30, 26	-2.92K	0.39%
OLD MISSION CAPITAL LLC	21.83K	Jun 30, 26	+4.26K	0.37%
Steel Peak Wealth Management LLC	20.21K	Jun 30, 26	+20.21K	0.34%
AE Wealth Management LLC	19.23K	Jun 30, 26	+1.80K	0.33%
Lakeridge Wealth Management LLC	18.53K	Jun 30, 26	--	0.32%
Lantz Financial LLC	18.16K	Jun 30, 26	-673	0.31%
WealthShield Partners, LLC	17.70K	Jun 30, 26	-401	0.30%
TrustBank	16.90K	Jun 30, 26	-140	0.29%
Old Port Advisors	16.88K	Jun 30, 26	--	0.29%
WealthPLAN Partners, LLC	16.04K	Jun 30, 26	-5.00K	0.27%
Bravias Capital Group, LLC	16.02K	Jun 30, 26	--	0.27%
DIVERSIFY WEALTH MANAGEMENT, LLC	14.90K	Jun 30, 26	--	0.25%
Diversify Advisory Services, LLC	14.90K	Jun 30, 26	+14.90K	0.25%
NewEdge Advisors, LLC	14.81K	Jun 30, 26	-177	0.25%
Garden State Investment Advisory Services LLC	14.19K	Jun 30, 26	-125	0.24%
Quantinno Capital Management LP	14.08K	Jun 30, 26	--	0.24%
AXXCESS WEALTH MANAGEMENT, LLC	14.08K	Jun 30, 26	--	0.24%
Kingsview Wealth Management, LLC	13.81K	Jun 30, 26	+19	0.24%
PFG Advisors	12.92K	Jun 30, 26	-255	0.22%
NWF Advisory Services Inc.	12.73K	Jun 30, 26	-775	0.22%
HRT FINANCIAL LP	12.13K	Jun 30, 26	+12.13K	0.21%
Creative Planning	12.13K	Jun 30, 26	-4.40K	0.21%
Cerity Partners LLC	12.08K	Jun 30, 26	+4.58K	0.21%
SageView Advisory Group, LLC	11.37K	Jun 30, 26	-5.16K	0.19%
Family Legacy Financial Solutions, LLC	11.10K	Jun 30, 26	-2.80K	0.19%
Ronald Blue Trust, Inc.	10.95K	Jun 30, 26	--	0.19%
NewCorp Financial Services, Inc.	10.68K	Jun 30, 26	--	0.18%
HARBOUR INVESTMENTS, INC.	10.59K	Jun 30, 26	-367	0.18%
Coppell Advisory Solutions LLC	10.14K	Jun 30, 26	+10.14K	0.17%
Sigma Planning Corp	10.00K	Jun 30, 26	--	0.17%
Stratos Wealth Advisors, LLC	10.00K	Jun 30, 26	--	0.17%
Summit Asset Management, LLC	9.57K	Jun 30, 26	-1.05K	0.16%
Redwood Family Wealth LLC	9.26K	Jun 30, 26	-2.81K	0.16%
William Mack & Associates, Inc.	9.22K	Jun 30, 26	--	0.16%
Compass Advisory Group LLC	9.20K	Jun 30, 26	--	0.16%
First Heartland Consultants, Inc.	8.73K	Jun 30, 26	+705	0.15%
BANK OF AMERICA CORP /DE/	8.37K	Jun 30, 26	+8.37K	0.14%
Clearstead Advisors, LLC	8.29K	Jun 30, 26	--	0.14%
Steward Partners Investment Advisory, LLC	8.25K	Jun 30, 26	-414	0.14%
CENTAURUS FINANCIAL, INC.	7.88K	Jun 30, 26	--	0.13%
Wealth Alliance	7.87K	Jun 30, 26	--	0.13%
Cornerstone Wealth Group, LLC	7.86K	Jun 30, 26	--	0.13%
KESTRA PRIVATE WEALTH SERVICES, LLC	7.85K	Jun 30, 26	-6.55K	0.13%
Wood Tarver Financial Group, LLC	7.83K	Jun 30, 26	--	0.13%
WPWealth LLP	7.52K	Jun 30, 26	--	0.13%
Signature Equity Partners, LLC	7.51K	Jun 30, 26	-125	0.13%
WorthPointe, LLC	7.48K	Jun 30, 26	--	0.13%
Ausdal Financial Partners, Inc.	7.40K	Jun 30, 26	-245	0.13%
GREAT VALLEY ADVISOR GROUP, INC.	7.32K	Jun 30, 26	--	0.12%
WEDBUSH SECURITIES INC	7.27K	Jun 30, 26	--	0.12%
O'Connor Financial Group LLC	7.23K	Jun 30, 26	--	0.12%
RED REEF ADVISORS LLC	7.00K	Jun 30, 26	--	0.12%
Bright Futures Wealth Management, LLC.	6.68K	Jun 30, 26	-42	0.11%
Madison Wealth Partners, Inc	6.63K	Jun 30, 26	+6.63K	0.11%
ZACKS INVESTMENT MANAGEMENT	6.63K	Jun 30, 26	+6.63K	0.11%
Kellett Wealth Advisors, LLC	6.10K	Jun 30, 26	+153	0.10%
Belpointe Asset Management LLC	5.95K	Jun 30, 26	--	0.10%
Capital Investment Advisory Services, LLC	5.87K	Jun 30, 26	--	0.10%
FC Advisory LLC	5.49K	Jun 30, 26	--	0.09%
MTM FINANCIAL GROUP, LLC	5.46K	Jun 30, 26	--	0.09%
Beacon Pointe Advisors, LLC	5.44K	Jun 30, 26	--	0.09%
MY Wealth Management Inc.	5.27K	Jun 30, 26	+5.27K	0.09%
GWN SECURITIES INC.	5.22K	Jun 30, 26	--	0.09%
Archer Investment Corp	5.21K	Jun 30, 26	-7.00K	0.09%
Betterment LLC	4.91K	Jun 30, 26	+4.91K	0.08%
DHJJ Financial Advisors, Ltd.	4.91K	Jun 30, 26	--	0.08%
Physician Wealth Advisors, Inc.	4.55K	Jun 30, 26	--	0.08%
Triumph Capital Management	3.48K	Jun 30, 26	-3.87K	0.06%
WELLS FARGO & COMPANY/MN	3.28K	Jun 30, 26	+3.28K	0.06%
JPMORGAN CHASE & CO	2.65K	Jun 30, 26	+2.65K	0.05%
Aptus Capital Advisors, LLC	2.40K	Jun 30, 26	--	0.04%
Noble Wealth Management PBC	2.00K	Jun 30, 26	--	0.03%
IFP Advisors, Inc	1.89K	Jun 30, 26	+1.38K	0.03%
Rockefeller Capital Management L.P.	1.70K	Jun 30, 26	+1.70K	0.03%
MORGAN STANLEY	1.55K	Jun 30, 26	+471	0.03%
HARBOR INVESTMENT ADVISORY, LLC	1.46K	Jun 30, 26	--	0.02%
Highland Investment Advisors LLC	1.33K	Jun 30, 26	+1.33K	0.02%
Regatta Research & Money Management	557	Jun 30, 26	+557	0.01%
ASSETMARK, INC	431	Jun 30, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	306	Jun 30, 26	-941	0.01%
EverSource Wealth Advisors, LLC	300	Jun 30, 26	--	0.01%
COMPASS FINANCIAL MANAGEMENT LLC	123	Jun 30, 26	+123	0.00%
Keating Financial Advisory Services, Inc.	60	Jun 30, 26	--	0.00%
BARCLAYS PLC	1	Jun 30, 26	+1	0.00%
Arkadios Wealth Advisors	--	Jun 30, 26	-13.54K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-2.40K	--
Richard P Slaughter Associates Inc	--	Jun 30, 26	-6.96K	--
Chris Bulman Inc	--	Jun 30, 26	-6.33K	--
Talon Private Wealth, LLC	926.57K	Mar 31, 26	+926.57K	15.77%
Donald L. Hagan, LLC	50.32K	Sep 30, 25	-3.40K	0.86%
AVANTAX ADVISORY SERVICES, INC.	34.69K	Jun 30, 25	+20.05K	0.59%
Sugarloaf Wealth Management, LLC	4.40K	Dec 31, 24	+550	0.07%
Raymond James Financial Services Advisors, Inc.	14.14K	Sep 30, 24	-1.23K	0.24%
Cetera Advisors LLC	25.45K	Mar 31, 24	+5.41K	0.43%
Cetera Advisor Networks LLC	10.47K	Mar 31, 24	-1.60K	0.18%
Covington Capital Management	8.01K	Sep 30, 22	--	0.14%
NEXT Financial Group, Inc	2.15K	Dec 31, 21	+2.15K	0.04%
Ameritas Investment Company, LLC	9.29K	Sep 30, 21	-30	0.16%

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Holder

Date

Change

% Held

COMMONWEALTH EQUITY SERVICES, LLC

328.13K

Jun 30, 26

-22.66K

5.59%

Brookstone Capital Management

314.14K

Jun 30, 26

-1.57M

5.35%

LEGACY CAPITAL WEALTH MANAGEMENT, LLC

241.91K

Jun 30, 26

+16.36K

4.12%

RAYMOND JAMES FINANCIAL INC

212.24K

Jun 30, 26

-4.42K

3.61%

ADVISOR GROUP HOLDINGS, INC.

207.41K

Jun 30, 26

+3.79K

3.53%

TOUNJIAN ADVISORY PARTNERS, LLC

180.44K

Jun 30, 26

+180.44K

3.07%

ENVESTNET ASSET MANAGEMENT INC

162.40K

Jun 30, 26

-54.19K

2.76%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

155.56K

Jun 30, 26

+6.46K

2.65%

Foundations Investment Advisors, LLC

137.62K

Jun 30, 26

-19.22K

2.34%

Sovran Advisors, LLC

126.11K

Jun 30, 26

-13.32K

2.15%

Kestra Advisory Services, LLC

101.86K

Jun 30, 26

-31.79K

1.73%

KFG WEALTH MANAGEMENT, LLC

99.12K

Jun 30, 26

-2.05K

1.69%

CENTRAL VALLEY ADVISORS, LLC

88.90K

Jun 30, 26

-2.45K

1.51%

Berger Financial Group, Inc

83.35K

Jun 30, 26

-5.03K

1.42%

Trek Financial, LLC

78.71K

Jun 30, 26

-12.18K

1.34%

Cambridge Investment Research Advisors, Inc.

73.48K

Jun 30, 26

-8.67K

1.25%

MILESTONE ASSET MANAGEMENT, LLC

72.82K

Jun 30, 26

-2.88K

1.24%

MBL Wealth, LLC

71.94K

Jun 30, 26

+337

1.22%

Spire Wealth Management

64.54K

Jun 30, 26

-1.61K

1.10%

Cetera Investment Advisers

62.74K

Jun 30, 26

-2.60K

1.07%

TRUIST FINANCIAL CORP

57.46K

Jun 30, 26

-900

0.98%

LPL Financial LLC

54.16K

Jun 30, 26

+8.05K

0.92%

IMG Wealth Management, Inc.

53.55K

Jun 30, 26

+2.27K

0.91%

WealthPlan Investment Management, LLC

49.20K

Jun 30, 26

-2.86K

0.84%

HighTower Advisors, LLC

49.02K

Jun 30, 26

+1.50K

0.83%

Strategic Blueprint, LLC

44.26K

Jun 30, 26

-339

0.75%

Virtue Capital Management, LLC

42.63K

Jun 30, 26

-659

0.73%

Advisory Services Network, LLC

41.91K

Jun 30, 26

0.71%

AssuredPartners Investment Advisors, LLC

38.90K

Jun 30, 26

-6.16K

0.66%

Castle Rock Wealth Management, LLC

37.20K

Jun 30, 26

-125

0.63%

MML INVESTORS SERVICES, LLC

37.11K

Jun 30, 26

-540

0.63%

CAPTRUST FINANCIAL ADVISORS

33.63K

Jun 30, 26

0.57%

CITADEL ADVISORS LLC

32.31K

Jun 30, 26

+12.30K

0.55%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

32.14K

Jun 30, 26

-12.38K

0.55%

Ameritas Advisory Services, LLC

29.57K

Jun 30, 26

+2.83K

0.50%

Gladstone Institutional Advisory LLC

28.23K

Jun 30, 26

-400

0.48%

MONEY CONCEPTS CAPITAL CORP

26.66K

Jun 30, 26

-9.60K

0.45%

Sonoma Allocations LLC

25.57K

Jun 30, 26

-247

0.44%

Octavia Wealth Advisors, LLC

25.36K

Jun 30, 26

-825

0.43%

Arete Wealth Advisors, LLC

24.66K

Jun 30, 26

-15.82K

0.42%

FIDUCIARY FINANCIAL GROUP, LLC

22.70K

Jun 30, 26

-2.92K

0.39%

OLD MISSION CAPITAL LLC

21.83K

Jun 30, 26

+4.26K

0.37%

Steel Peak Wealth Management LLC

20.21K

Jun 30, 26

+20.21K

0.34%

AE Wealth Management LLC

19.23K

Jun 30, 26

+1.80K

0.33%

Lakeridge Wealth Management LLC

18.53K

Jun 30, 26

0.32%

Lantz Financial LLC

18.16K

Jun 30, 26

-673

0.31%

WealthShield Partners, LLC

17.70K

Jun 30, 26

-401

0.30%

TrustBank

16.90K

Jun 30, 26

-140

0.29%

Old Port Advisors

16.88K

Jun 30, 26

0.29%

WealthPLAN Partners, LLC

16.04K

Jun 30, 26

-5.00K

0.27%

Bravias Capital Group, LLC

16.02K

Jun 30, 26

0.27%

DIVERSIFY WEALTH MANAGEMENT, LLC

14.90K

Jun 30, 26

0.25%

Diversify Advisory Services, LLC

14.90K

Jun 30, 26

+14.90K

0.25%

NewEdge Advisors, LLC

14.81K

Jun 30, 26

-177

0.25%

Garden State Investment Advisory Services LLC

14.19K

Jun 30, 26

-125

0.24%

Quantinno Capital Management LP

14.08K

Jun 30, 26

0.24%

AXXCESS WEALTH MANAGEMENT, LLC

14.08K

Jun 30, 26

0.24%

Kingsview Wealth Management, LLC

13.81K

Jun 30, 26

+19

0.24%

PFG Advisors

12.92K

Jun 30, 26

-255

0.22%

NWF Advisory Services Inc.

12.73K

Jun 30, 26

-775

0.22%

HRT FINANCIAL LP

12.13K

Jun 30, 26

+12.13K

0.21%

Creative Planning

12.13K

Jun 30, 26

-4.40K

0.21%

Cerity Partners LLC

12.08K

Jun 30, 26

+4.58K

0.21%

SageView Advisory Group, LLC

11.37K

Jun 30, 26

-5.16K

0.19%

Family Legacy Financial Solutions, LLC

11.10K

Jun 30, 26

-2.80K

0.19%

Ronald Blue Trust, Inc.

10.95K

Jun 30, 26

0.19%

NewCorp Financial Services, Inc.

10.68K

Jun 30, 26

0.18%

HARBOUR INVESTMENTS, INC.

10.59K

Jun 30, 26

-367

0.18%

Coppell Advisory Solutions LLC

10.14K

Jun 30, 26

+10.14K

0.17%

Sigma Planning Corp

10.00K

Jun 30, 26

0.17%

Stratos Wealth Advisors, LLC

10.00K

Jun 30, 26

0.17%

Summit Asset Management, LLC

9.57K

Jun 30, 26

-1.05K

0.16%

Redwood Family Wealth LLC

9.26K

Jun 30, 26

-2.81K

0.16%

William Mack & Associates, Inc.

9.22K

Jun 30, 26

0.16%

Compass Advisory Group LLC

9.20K

Jun 30, 26

0.16%

First Heartland Consultants, Inc.

8.73K

Jun 30, 26

+705

0.15%

BANK OF AMERICA CORP /DE/

8.37K

Jun 30, 26

+8.37K

0.14%

Clearstead Advisors, LLC

8.29K

Jun 30, 26

0.14%

Steward Partners Investment Advisory, LLC

8.25K

Jun 30, 26

-414

0.14%

CENTAURUS FINANCIAL, INC.

7.88K

Jun 30, 26

0.13%

Wealth Alliance

7.87K

Jun 30, 26

0.13%

Cornerstone Wealth Group, LLC

7.86K

Jun 30, 26

0.13%

KESTRA PRIVATE WEALTH SERVICES, LLC

7.85K

Jun 30, 26

-6.55K

0.13%

Wood Tarver Financial Group, LLC

7.83K

Jun 30, 26

0.13%

WPWealth LLP

7.52K

Jun 30, 26

0.13%

Signature Equity Partners, LLC

7.51K

Jun 30, 26

-125

0.13%

WorthPointe, LLC

7.48K

Jun 30, 26

0.13%

Ausdal Financial Partners, Inc.

7.40K

Jun 30, 26

-245

0.13%

GREAT VALLEY ADVISOR GROUP, INC.

7.32K

Jun 30, 26

0.12%

WEDBUSH SECURITIES INC

7.27K

Jun 30, 26

0.12%

O'Connor Financial Group LLC

7.23K

Jun 30, 26

0.12%

RED REEF ADVISORS LLC

7.00K

Jun 30, 26

0.12%

Bright Futures Wealth Management, LLC.

6.68K

Jun 30, 26

-42

0.11%

Madison Wealth Partners, Inc

6.63K

Jun 30, 26

+6.63K

0.11%

ZACKS INVESTMENT MANAGEMENT

6.63K

Jun 30, 26

+6.63K

0.11%

Kellett Wealth Advisors, LLC

6.10K

Jun 30, 26

+153

0.10%

Belpointe Asset Management LLC

5.95K

Jun 30, 26

0.10%

Capital Investment Advisory Services, LLC

5.87K

Jun 30, 26

0.10%

FC Advisory LLC

5.49K

Jun 30, 26

0.09%

MTM FINANCIAL GROUP, LLC

5.46K

Jun 30, 26

0.09%

Beacon Pointe Advisors, LLC

5.44K

Jun 30, 26

0.09%

MY Wealth Management Inc.

5.27K

Jun 30, 26

+5.27K

0.09%

GWN SECURITIES INC.

5.22K

Jun 30, 26

0.09%

Archer Investment Corp

5.21K

Jun 30, 26

-7.00K

0.09%

Betterment LLC

4.91K

Jun 30, 26

+4.91K

0.08%

DHJJ Financial Advisors, Ltd.

4.91K

Jun 30, 26

0.08%

Physician Wealth Advisors, Inc.

4.55K

Jun 30, 26

0.08%

Triumph Capital Management

3.48K

Jun 30, 26

-3.87K

0.06%

WELLS FARGO & COMPANY/MN

3.28K

Jun 30, 26

+3.28K

0.06%

JPMORGAN CHASE & CO

2.65K

Jun 30, 26

+2.65K

0.05%

Aptus Capital Advisors, LLC

2.40K

Jun 30, 26

0.04%

Noble Wealth Management PBC

2.00K

Jun 30, 26

0.03%

IFP Advisors, Inc

1.89K

Jun 30, 26

+1.38K

0.03%

Rockefeller Capital Management L.P.

1.70K

Jun 30, 26

+1.70K

0.03%

MORGAN STANLEY

1.55K

Jun 30, 26

+471

0.03%

HARBOR INVESTMENT ADVISORY, LLC

1.46K

Jun 30, 26

0.02%

Highland Investment Advisors LLC

1.33K

Jun 30, 26

+1.33K

0.02%

Regatta Research & Money Management

557

Jun 30, 26

+557

0.01%

ASSETMARK, INC

431

Jun 30, 26

0.01%

Ashton Thomas Private Wealth, LLC

306

Jun 30, 26

-941

0.01%

EverSource Wealth Advisors, LLC

300

Jun 30, 26

0.01%

COMPASS FINANCIAL MANAGEMENT LLC

123

Jun 30, 26

+123

0.00%

Keating Financial Advisory Services, Inc.

Jun 30, 26

0.00%

BARCLAYS PLC

Jun 30, 26

0.00%

Arkadios Wealth Advisors

Jun 30, 26

-13.54K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-2.40K

Richard P Slaughter Associates Inc

Jun 30, 26

-6.96K

Chris Bulman Inc

Jun 30, 26

-6.33K

Talon Private Wealth, LLC

926.57K

Mar 31, 26

+926.57K

15.77%

Donald L. Hagan, LLC

50.32K

Sep 30, 25

-3.40K

0.86%

AVANTAX ADVISORY SERVICES, INC.

34.69K

Jun 30, 25

+20.05K

0.59%

Sugarloaf Wealth Management, LLC

4.40K

Dec 31, 24

+550

0.07%

Raymond James Financial Services Advisors, Inc.

14.14K

Sep 30, 24

-1.23K

0.24%

Cetera Advisors LLC

25.45K

Mar 31, 24

+5.41K

0.43%

Cetera Advisor Networks LLC

10.47K

Mar 31, 24

-1.60K

0.18%

Covington Capital Management

8.01K

Sep 30, 22

0.14%

NEXT Financial Group, Inc

2.15K

Dec 31, 21

+2.15K

0.04%

Ameritas Investment Company, LLC

9.29K

Sep 30, 21

-30

0.16%