How do I set a price alert for XCEM?

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

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

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

XCEM 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 XCEM alerts?

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

XCEM Institutional Ownership & 13F Filings

Columbia EM Core ex-China ETF(XCEM)

NYSEClosing price · checked 5:09 PM ETAbout this dataData status

$45.94▼-0.32 (-0.69%)

After Hours:$45.94+0.00 (+0.00%)

WatchlistChart Studio

XCEM(XCEM)

XCEM

Institutional Ownership

Top 263 Institutional Holders

Holder	Shares	Date	Change	% Held
Boulay Financial Advisors, LLC	1.98M	Sep 30, 26	-244.35K	4.72%
LPL Financial LLC	1.64M	Sep 30, 26	+40.69K	3.90%
RAYMOND JAMES FINANCIAL INC	1.12M	Sep 30, 26	+59.16K	2.67%
Hennion & Walsh Asset Management, Inc.	1.06M	Sep 30, 26	+47.47K	2.51%
Marotta Asset Management	779.51K	Sep 30, 26	-39.16K	1.85%
COMMONWEALTH EQUITY SERVICES, LLC	648.67K	Sep 30, 26	+10.35K	1.54%
Aprio Wealth Management, LLC	615.90K	Sep 30, 26	+445.35K	1.46%
UBS Group AG	394.55K	Sep 30, 26	+42.39K	0.94%
Prism Advisors, Inc.	327.71K	Sep 30, 26	-71.28K	0.78%
Savvy Advisors, Inc.	301.01K	Sep 30, 26	-16.15K	0.72%
D.A. DAVIDSON & CO.	271.53K	Sep 30, 26	+163.88K	0.65%
OSAIC HOLDINGS, INC.	251.05K	Sep 30, 26	+12.94K	0.60%
Richard P Slaughter Associates Inc	246.97K	Sep 30, 26	-10.86K	0.59%
Private Advisor Group, LLC	244.41K	Sep 30, 26	+5.04K	0.58%
CENTRAL TRUST Co	243.33K	Sep 30, 26	-5.49K	0.58%
Pine Valley Investments Ltd Liability Co	232.71K	Sep 30, 26	+4.59K	0.55%
EARNED WEALTH ADVISORS, LLC	216.69K	Sep 30, 26	+8.43K	0.52%
Krilogy Financial LLC	212.48K	Sep 30, 26	+19.54K	0.51%
Benchmark Financial Wealth Advisors, LLC	199.80K	Sep 30, 26	+20.75K	0.47%
McKinley Carter Wealth Services, Inc.	198.07K	Sep 30, 26	+582	0.47%
Highland Financial Advisors, LLC	197.18K	Sep 30, 26	+6.58K	0.47%
Wealthcare Advisory Partners LLC	196.13K	Sep 30, 26	+5.58K	0.47%
Focus Partners Wealth	193.44K	Sep 30, 26	-5.86K	0.46%
Nelson Capital Management, LLC	187.80K	Sep 30, 26	+1.43K	0.45%
HighTower Advisors, LLC	180.16K	Sep 30, 26	-8.07K	0.43%
Breakwater Capital Group	158.27K	Sep 30, 26	+837	0.38%
STIFEL FINANCIAL CORP	156.86K	Sep 30, 26	-2.42K	0.37%
MA Private Wealth	156.67K	Sep 30, 26	+835	0.37%
LEAVELL INVESTMENT MANAGEMENT, INC.	152.06K	Sep 30, 26	-15.91K	0.36%
Fortitude Financial, LLC	151.83K	Sep 30, 26	+16.43K	0.36%
Janney Montgomery Scott LLC	142.99K	Sep 30, 26	-2.22K	0.34%
Total Clarity Wealth Management, Inc.	127.61K	Sep 30, 26	+81.82K	0.30%
Kestra Advisory Services, LLC	126.49K	Sep 30, 26	+13.28K	0.30%
Cambridge Investment Research Advisors, Inc.	121.84K	Sep 30, 26	+2.62K	0.29%
Spartan Wealth Advisory Services LLC	117.66K	Sep 30, 26	+7.32K	0.28%
AlphaCore Capital LLC	114.74K	Sep 30, 26	-32.43K	0.27%
New England Capital Financial Advisors LLC	113.27K	Sep 30, 26	-2.83K	0.27%
Prospera Financial Services Inc	104.01K	Sep 30, 26	+6.29K	0.25%
Savant Capital, LLC	103.41K	Sep 30, 26	+51.03K	0.25%
ARQ WEALTH ADVISORS, LLC	96.40K	Sep 30, 26	-13.82K	0.23%
Focus Financial Network, Inc.	90.64K	Sep 30, 26	+1.69K	0.22%
Creative Planning	83.07K	Sep 30, 26	+366	0.20%
Spectrum Wealth Advisory Group, LLC	83.06K	Sep 30, 26	+62.74K	0.20%
Mariner, LLC	77.36K	Sep 30, 26	+9.52K	0.18%
IAMS WEALTH MANAGEMENT, LLC	64.66K	Sep 30, 26	+64.66K	0.15%
WATERSHED PRIVATE WEALTH LLC	63.38K	Sep 30, 26	-353	0.15%
SoundView Advisors Inc.	58.65K	Sep 30, 26	+596	0.14%
McCarley & Cook Financial Planners	58.52K	Sep 30, 26	+926	0.14%
Quadcap Wealth Management, LLC	58.07K	Sep 30, 26	--	0.14%
Sigma Planning Corp	49.26K	Sep 30, 26	+3.43K	0.12%
DIVERSIFY WEALTH MANAGEMENT, LLC	48.20K	Sep 30, 26	+2.24K	0.11%
Diversify Advisory Services, LLC	48.20K	Sep 30, 26	+2.24K	0.11%
IFC & Insurance Marketing, Inc.	44.33K	Sep 30, 26	+378	0.11%
Nicholas Hoffman & Company, LLC.	41.78K	Sep 30, 26	+6.62K	0.10%
WealthCare Investment Partners, LLC	41.58K	Sep 30, 26	-19	0.10%
Fortis Capital Advisors, LLC	36.31K	Sep 30, 26	+937	0.09%
Belpointe Asset Management LLC	36.31K	Sep 30, 26	+937	0.09%
Arax Advisory Partners	28.57K	Sep 30, 26	-138	0.07%
WESCAP Management Group, Inc.	28.50K	Sep 30, 26	+5.62K	0.07%
MANAGED ASSET PORTFOLIOS, LLC	28.35K	Sep 30, 26	+1.28K	0.07%
Coastline Trust Co	27.95K	Sep 30, 26	-4.26K	0.07%
Redwood Financial Network Corp	27.66K	Sep 30, 26	-1.74K	0.07%
FINANCIAL LIFE ADVISORS	27.48K	Sep 30, 26	-1.42K	0.07%
Three Cord True Wealth Management, LLC	27.42K	Sep 30, 26	+27.42K	0.07%
Wavvest Wealth LLC	26.71K	Sep 30, 26	+26.71K	0.06%
Brand Asset Management Group, Inc.	26.63K	Sep 30, 26	-812	0.06%
CoreCap Advisors, LLC	25.69K	Sep 30, 26	-2.89K	0.06%
Western Wealth Management, LLC	25.23K	Sep 30, 26	+3.10K	0.06%
THRIVENT FINANCIAL FOR LUTHERANS	24.51K	Sep 30, 26	+132	0.06%
COMPOSITION WEALTH, LLC	24.27K	Sep 30, 26	-5	0.06%
Merit Financial Group, LLC	24.24K	Sep 30, 26	-283	0.06%
Cornerstone Wealth Management, LLC	23.21K	Sep 30, 26	+4.82K	0.06%
PETRA FINANCIAL ADVISORS INC	22.82K	Sep 30, 26	+4.93K	0.05%
CreativeOne Wealth, LLC	22.29K	Sep 30, 26	-725	0.05%
JANE STREET GROUP, LLC	22.07K	Sep 30, 26	-74.72K	0.05%
EverSource Wealth Advisors, LLC	21.82K	Sep 30, 26	+2.85K	0.05%
JPMORGAN CHASE & CO	21.30K	Sep 30, 26	-1.31K	0.05%
Amplius Wealth Advisors, LLC	20.71K	Sep 30, 26	+6.35K	0.05%
Farther Finance Advisors, LLC	18.78K	Sep 30, 26	-421	0.04%
FMR LLC	17.54K	Sep 30, 26	-4.26K	0.04%
Telos Capital Management, Inc.	17.08K	Sep 30, 26	-116	0.04%
LaFleur & Godfrey LLC	16.32K	Sep 30, 26	+811	0.04%
INDEPENDENT FINANCIAL GROUP, LLC	16.28K	Sep 30, 26	+63	0.04%
Cypress Wealth Services, LLC	15.86K	Sep 30, 26	-902	0.04%
RFG Advisory, LLC	15.51K	Sep 30, 26	-134	0.04%
Pacific Sage Partners, LLC	15.07K	Sep 30, 26	+672	0.04%
WAYSTONE ADVISORS LLC	14.52K	Sep 30, 26	--	0.03%
TRUIST FINANCIAL CORP	14.30K	Sep 30, 26	+5.65K	0.03%
EASTERN BANK	13.13K	Sep 30, 26	-1.75K	0.03%
United Advisor Group, LLC	12.12K	Sep 30, 26	-2.30K	0.03%
GW HENSSLER & ASSOCIATES LTD	11.91K	Sep 30, 26	-372	0.03%
Legacy Financial Advisors, Inc.	11.71K	Sep 30, 26	--	0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	11.55K	Sep 30, 26	-961	0.03%
PlanVest Financial, Inc	11.31K	Sep 30, 26	-194	0.03%
Flaharty Asset Management, LLC	10.82K	Sep 30, 26	-40.13K	0.03%
MYECFO, LLC	10.59K	Sep 30, 26	--	0.03%
Nuveen, LLC	10.34K	Sep 30, 26	+6.17K	0.02%
Koss-Olinger Consulting, LLC	10.19K	Sep 30, 26	-1.25K	0.02%
Westside Investment Management, Inc.	9.88K	Sep 30, 26	--	0.02%
Essential Partners LLC	9.75K	Sep 30, 26	+136	0.02%
PRINCIPAL SECURITIES, INC.	9.12K	Sep 30, 26	+53	0.02%
McAdam, LLC	8.29K	Sep 30, 26	--	0.02%
Ridgeline Wealth Planning, LLC	6.57K	Sep 30, 26	+375	0.02%
Smithfield Trust Co	6.53K	Sep 30, 26	--	0.02%
Avior Wealth Management, LLC	6.50K	Sep 30, 26	--	0.02%
MISSION WEALTH MANAGEMENT, LP	6.15K	Sep 30, 26	-543	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.89K	Sep 30, 26	+800	0.01%
TD PRIVATE CLIENT WEALTH LLC	5.83K	Sep 30, 26	-21.10K	0.01%
ONE Advisory Partners, LLC	5.64K	Sep 30, 26	-618	0.01%
Diversified Enterprises, LLC	5.57K	Sep 30, 26	--	0.01%
RAINEY & RANDALL WEALTH ADVISORS INC.	5.38K	Sep 30, 26	--	0.01%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	5.14K	Sep 30, 26	--	0.01%
Range Advisory, LLC	4.93K	Sep 30, 26	--	0.01%
Forum Financial Management, LP	4.74K	Sep 30, 26	--	0.01%
Snider Financial Group	4.62K	Sep 30, 26	-2.04K	0.01%
Focus Advisor Solutions, LLC	4.58K	Sep 30, 26	--	0.01%
Tennessee Valley Asset Management Partners	4.41K	Sep 30, 26	--	0.01%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	4.41K	Sep 30, 26	-1	0.01%
FIFTH THIRD BANCORP	4.34K	Sep 30, 26	-310	0.01%
VICUS CAPITAL	4.32K	Sep 30, 26	-284	0.01%
Ascentis Independent Advisors	4.25K	Sep 30, 26	+4.25K	0.01%
Navigoe, LLC	4.21K	Sep 30, 26	--	0.01%
DAVENPORT & Co LLC	4.10K	Sep 30, 26	--	0.01%
Bogart Wealth, LLC	3.83K	Sep 30, 26	--	0.01%
ATLAS CAPITAL ADVISORS INC.	2.57K	Sep 30, 26	--	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.23K	Sep 30, 26	-4.88K	0.01%
Allworth Financial LP	2.19K	Sep 30, 26	--	0.01%
Pinnacle Bancorp, Inc.	1.82K	Sep 30, 26	--	0.00%
Balance Wealth Partners LLC	1.61K	Sep 30, 26	+1.61K	0.00%
MATHER GROUP, LLC.	1.39K	Sep 30, 26	+1.39K	0.00%
Global Retirement Partners, LLC	1.24K	Sep 30, 26	+392	0.00%
Battery Global Advisors, LLC	1.24K	Sep 30, 26	--	0.00%
Jacobi Capital Management LLC	1.22K	Sep 30, 26	+1.22K	0.00%
PRIVATE TRUST CO NA	1.18K	Sep 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	1.01K	Sep 30, 26	-45	0.00%
BANK OF MONTREAL /CAN/	786	Sep 30, 26	+786	0.00%
ALERUS FINANCIAL NA	720	Sep 30, 26	--	0.00%
Key Capital Management, INC	603	Sep 30, 26	--	0.00%
Larson Financial Group LLC	588	Sep 30, 26	-65	0.00%
Golden State Wealth Management, LLC	556	Sep 30, 26	--	0.00%
Abound Wealth Management	525	Sep 30, 26	--	0.00%
IFG Advisory, LLC	427	Sep 30, 26	-2.45K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	336	Sep 30, 26	+62	0.00%
Parallel Advisors, LLC	116	Sep 30, 26	+116	0.00%
Tidemark, LLC	109	Sep 30, 26	--	0.00%
IFP Advisors, Inc	106	Sep 30, 26	--	0.00%
Hartford Financial Management Inc.	35	Sep 30, 26	-391	0.00%
DHJJ Financial Advisors, Ltd.	34	Sep 30, 26	--	0.00%
Investment Research & Advisory Group, Inc.	31	Sep 30, 26	-538	0.00%
Omega Financial Group, LLC	--	Sep 30, 26	-3.96K	--
Scarborough Advisors, LLC	--	Sep 30, 26	-40.02K	--
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	--	Sep 30, 26	-108	--
Blue Trust, Inc.	--	Sep 30, 26	-16	--
Smartleaf Asset Management LLC	--	Sep 30, 26	-3.08K	--
MCF Advisors LLC	--	Sep 30, 26	-790	--
Sowell Financial Services LLC	--	Sep 30, 26	-38.02K	--
MORGAN STANLEY	3.56M	Jun 30, 26	+395.13K	8.45%
BANK OF AMERICA CORP /DE/	3.53M	Jun 30, 26	+103.53K	8.39%
Boulay Financial Advisors, LLC	2.23M	Jun 30, 26	-344.03K	5.30%
CIBC Bancorp USA Inc.	1.84M	Jun 30, 26	+1.55M	4.37%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.40M	Jun 30, 26	-53.83K	3.34%
RAYMOND JAMES FINANCIAL INC	1.06M	Jun 30, 26	+113.41K	2.53%
Modern Wealth Management, LLC	698.04K	Jun 30, 26	+698.04K	1.66%
AMERIPRISE FINANCIAL INC	555.59K	Jun 30, 26	+97.70K	1.32%
WELLS FARGO & COMPANY/MN	512.19K	Jun 30, 26	+87.08K	1.22%
PLANNING ALTERNATIVES LTD /ADV	391.64K	Jun 30, 26	+6.61K	0.93%
UBS Group AG	352.16K	Jun 30, 26	+4.39K	0.84%
PARTNERS CAPITAL INVESTMENT GROUP, LLP	320.04K	Jun 30, 26	--	0.76%
Savvy Advisors, Inc.	317.17K	Jun 30, 26	-21.95K	0.75%
MERCER GLOBAL ADVISORS INC /ADV	310.42K	Jun 30, 26	-10.58K	0.74%
Penserra Capital Management LLC	306.30K	Jun 30, 26	-62.05K	0.73%
Sanctuary Advisors, LLC	254.46K	Jun 30, 26	-134	0.60%
ROYAL BANK OF CANADA	253.48K	Jun 30, 26	+22.63K	0.60%
OSAIC HOLDINGS, INC.	238.11K	Jun 30, 26	+11.39K	0.57%
Kingsview Wealth Management, LLC	207.01K	Jun 30, 26	+15.35K	0.49%
Cerity Partners LLC	165.87K	Jun 30, 26	+358	0.39%
STIFEL FINANCIAL CORP	159.27K	Jun 30, 26	-14.77K	0.38%
Bleakley Financial Group, LLC	157.12K	Jun 30, 26	-4.96K	0.37%
Cetera Investment Advisers	155.95K	Jun 30, 26	+19.30K	0.37%
Aptus Capital Advisors, LLC	141.94K	Jun 30, 26	-16.81K	0.34%
GUARDIAN WEALTH ADVISORS, LLC / NC	141.94K	Jun 30, 26	-16.81K	0.34%
ENVESTNET ASSET MANAGEMENT INC	133.40K	Jun 30, 26	+30.80K	0.32%
FIRST FOUNDATION ADVISORS	125.63K	Jun 30, 26	-4.43K	0.30%
Spartan Wealth Advisory Services LLC	110.33K	Jun 30, 26	+3.99K	0.26%
Vertex Planning Partners, LLC	98.50K	Jun 30, 26	+5.14K	0.23%
JANE STREET GROUP, LLC	96.79K	Jun 30, 26	-317.10K	0.23%
Mason & Associates Inc	89.55K	Jun 30, 26	-2.26K	0.21%
JONES FINANCIAL COMPANIES LLLP	73.99K	Jun 30, 26	+56.84K	0.18%
&PARTNERS	72.12K	Jun 30, 26	+2.25K	0.17%
Rockefeller Capital Management L.P.	57.69K	Jun 30, 26	-6.89K	0.14%
NewEdge Advisors, LLC	48.48K	Jun 30, 26	+2.54K	0.12%
OLD MISSION CAPITAL LLC	35.81K	Jun 30, 26	+10.33K	0.09%
Stratos Wealth Partners, LTD.	30.46K	Jun 30, 26	+11.53K	0.07%
Arax Advisory Partners	28.71K	Jun 30, 26	+28.23K	0.07%
Brand Asset Management Group, Inc.	27.44K	Jun 30, 26	-1.25K	0.07%
MANAGED ASSET PORTFOLIOS, LLC	27.07K	Jun 30, 26	+840	0.06%
CreativeOne Wealth, LLC	23.02K	Jun 30, 26	+320	0.05%
JPMORGAN CHASE & CO	22.61K	Jun 30, 26	+33	0.05%
Cresset Asset Management, LLC	22.51K	Jun 30, 26	-64	0.05%
Advisory Services Network, LLC	20.66K	Jun 30, 26	+197	0.05%
Gladstone Institutional Advisory LLC	18.84K	Jun 30, 26	-382	0.04%
Arkadios Wealth Advisors	18.60K	Jun 30, 26	-207	0.04%
PETRA FINANCIAL ADVISORS INC	17.89K	Jun 30, 26	+9.65K	0.04%
BROWN ADVISORY INC	17.51K	Jun 30, 26	--	0.04%
OXFORD FINANCIAL GROUP, LTD. LLC	17.18K	Jun 30, 26	--	0.04%
ARIEL INVESTMENTS, LLC	16.67K	Jun 30, 26	+8.21K	0.04%
RETIREMENT PLANNING GROUP, LLC / NY	15.13K	Jun 30, 26	+1.19K	0.04%
Equitable Holdings, Inc.	14.37K	Jun 30, 26	-1.47K	0.03%
CITADEL ADVISORS LLC	14.23K	Jun 30, 26	+14.23K	0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	12.51K	Jun 30, 26	+2.65K	0.03%
MML INVESTORS SERVICES, LLC	10.44K	Jun 30, 26	+4.26K	0.02%
Pure Financial Advisors, LLC	9.09K	Jun 30, 26	-558	0.02%
PRINCIPAL SECURITIES, INC.	9.06K	Jun 30, 26	+2.96K	0.02%
NORTHERN TRUST CORP	7.03K	Jun 30, 26	--	0.02%
Wealthspire Advisors, LLC	6.47K	Jun 30, 26	+6.47K	0.02%
Ausdal Financial Partners, Inc.	5.69K	Jun 30, 26	+623	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	4.81K	Jun 30, 26	-155.87K	0.01%
Integrated Wealth Concepts LLC	4.59K	Jun 30, 26	+4.59K	0.01%
Waverly Advisors, LLC	4.45K	Jun 30, 26	+4.45K	0.01%
BSW Wealth Partners	4.38K	Jun 30, 26	-1.01K	0.01%
Quantinno Capital Management LP	4.25K	Jun 30, 26	+4.25K	0.01%
BYRNE FINANCIAL FREEDOM, LLC	4.00K	Jun 30, 26	+4.00K	0.01%
AQR CAPITAL MANAGEMENT LLC	3.91K	Jun 30, 26	+3.91K	0.01%
KERR FINANCIAL PLANNING Corp	2.76K	Jun 30, 26	-579	0.01%
Bernard Wealth Management Corp.	1.70K	Jun 30, 26	--	0.00%
Medallion Wealth Advisors, LLC	1.30K	Jun 30, 26	-47	0.00%
Graney & King, LLC	1.09K	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	473	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	247	Jun 30, 26	-30	0.00%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	146	Jun 30, 26	-79	0.00%
Main Management LLC	60	Jun 30, 26	--	0.00%
Sheridan Capital Management, LLC	--	Jun 30, 26	-23.43K	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-8.29K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-1.62K	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-5.32K	--
HRT FINANCIAL LP	--	Jun 30, 26	-23.86K	--
MAI Capital Management	--	Jun 30, 26	-1.78K	--
EXENCIAL WEALTH ADVISORS, LLC	57.32K	Mar 31, 26	-2.27K	0.14%
CWM, LLC	48.20K	Mar 31, 26	-546	0.11%
U.S. Capital Wealth Advisors, LLC	26.07K	Mar 31, 26	-421	0.06%
McIlrath & Eck, LLC	15.29K	Mar 31, 26	-234	0.04%
O'Brien Wealth Partners LLC	730.97K	Dec 31, 25	-11.88K	1.74%
CIBC Private Wealth Group LLC	37.95K	Dec 31, 25	+3.28K	0.09%
Northwest Capital Management Inc	5.17K	Dec 31, 25	-37.01K	0.01%
COMERICA BANK	1.93K	Dec 31, 25	-915	0.00%
REDMONT WEALTH ADVISORS LLC	1.50K	Dec 31, 25	-17.73K	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-26.48K	--
O'Dell Group, LLC	250.40K	Sep 30, 25	+6.70K	0.60%
FIRST NATIONAL CORP /MA/ /ADV	98.81K	Sep 30, 25	-50	0.23%
Fortress Wealth Management, Inc.	5.91K	Sep 30, 25	-2.24K	0.01%
Sebold Capital Management, Inc.	99.60K	Jun 30, 25	-4.45K	0.24%
AVANTAX ADVISORY SERVICES, INC.	12.91K	Jun 30, 25	+1.49K	0.03%
Raymond James Financial Services Advisors, Inc.	543.01K	Sep 30, 24	-79.84K	1.29%
RAYMOND JAMES & ASSOCIATES	202.12K	Sep 30, 24	+12.07K	0.48%
JANICZEK WEALTH MANAGEMENT, LLC	450.69K	Jun 30, 24	+450.69K	1.07%
Cetera Advisor Networks LLC	63.59K	Mar 31, 24	+4.50K	0.15%
WADE G W & INC	86.42K	Dec 31, 23	+76.20K	0.21%
FOCUS FINANCIAL NETWORK INC /ADV	71.66K	Dec 31, 23	+71.66K	0.17%
Resource Planning Group	33.17K	Dec 31, 23	-3.97K	0.08%
Simplicity Solutions, LLC	7.61K	Dec 31, 23	+7.61K	0.02%
American Portfolios Advisors	1.85K	Sep 30, 22	--	0.00%
Advisor Group, Inc.	6.20K	Dec 31, 19	+5.25K	0.01%
Virtu KCG Holdings LLC	25.66K	Jun 30, 17	+25.66K	0.06%