How do I set a price alert for XMHQ?

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

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

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

XMHQ 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 XMHQ alerts?

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

XMHQ Institutional Ownership & 13F Filings

Invesco S&P MidCap Quality ETF(XMHQ)

NYSEClosing price · checked 10:23 PM ETAbout this dataData status

$119.92▼-1.27 (-1.05%)

Extended:$119.92+0.00 (+0.00%)

WatchlistChart Studio

XMHQ(XMHQ)

XMHQ

Institutional Ownership

Top 535 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	4.34M	Sep 30, 26	+267.69K	9.00%
VANTAGEPOINT INVESTMENT ADVISERS LLC	1.10M	Sep 30, 26	-176.69K	2.29%
COMMONWEALTH EQUITY SERVICES, LLC	984.85K	Sep 30, 26	+36.77K	2.04%
Cambridge Investment Research Advisors, Inc.	379.44K	Sep 30, 26	+54.62K	0.79%
STRAIGHTLINE GROUP LLC	374.67K	Sep 30, 26	+4.08K	0.78%
UMB Bank, n.a.	352.63K	Sep 30, 26	+31.11K	0.73%
Focus Financial Network, Inc.	349.46K	Sep 30, 26	+717	0.73%
EQUITABLE TRUST CO	338.59K	Sep 30, 26	+39	0.70%
Crestwood Advisors Group, LLC	298.72K	Sep 30, 26	-3.75K	0.62%
Private Advisor Group, LLC	249.02K	Sep 30, 26	+29.17K	0.52%
HighTower Advisors, LLC	244.64K	Sep 30, 26	-387	0.51%
SAX WEALTH ADVISORS, LLC	224.29K	Sep 30, 26	+37.67K	0.47%
UBS Group AG	216.77K	Sep 30, 26	+39.77K	0.45%
Kestra Advisory Services, LLC	207.86K	Sep 30, 26	+16.33K	0.43%
Trilogy Capital Inc.	207.52K	Sep 30, 26	+422	0.43%
Blue Water Asset Management	197.77K	Sep 30, 26	-715	0.41%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	183.58K	Sep 30, 26	+7.49K	0.38%
KPP Advisory Services LLC	180.58K	Sep 30, 26	-3.76K	0.37%
Gerber Kawasaki Wealth & Investment Management	165.55K	Sep 30, 26	+4.45K	0.34%
TRUST CO OF TOLEDO NA /OH/	153.37K	Sep 30, 26	-34.76K	0.32%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	152.27K	Sep 30, 26	+4.20K	0.32%
NBZ Investment Advisors LLC	130.16K	Sep 30, 26	+622	0.27%
Madrona Financial Services, LLC	129.75K	Sep 30, 26	+5.79K	0.27%
Sowell Financial Services LLC	128.30K	Sep 30, 26	+2.52K	0.27%
PCG Wealth Advisors, LLC	123.50K	Sep 30, 26	-3.34K	0.26%
XY Planning Network, Inc.	119.09K	Sep 30, 26	+27.64K	0.25%
Oasis Advisors, LLC	117.70K	Sep 30, 26	+29.82K	0.24%
WESCAP Management Group, Inc.	117.18K	Sep 30, 26	+6.32K	0.24%
Merit Financial Group, LLC	115.11K	Sep 30, 26	+224	0.24%
HARBOUR INVESTMENTS, INC.	107.66K	Sep 30, 26	+16.47K	0.22%
Altus Wealth Group LLC	105.34K	Sep 30, 26	+5.52K	0.22%
Everest Financial Group LLC	102.58K	Sep 30, 26	-29.13K	0.21%
Cornerstone Wealth Management, LLC	102.50K	Sep 30, 26	+9.43K	0.21%
Concord Wealth Partners	94.38K	Sep 30, 26	+1.67K	0.20%
Clearview Wealth Management LLC	92.54K	Sep 30, 26	-35.65K	0.19%
THOROUGHBRED FINANCIAL SERVICES, LLC	90.89K	Sep 30, 26	+1.36K	0.19%
Concord Asset Management, LLC/VA	90.58K	Sep 30, 26	+2.82K	0.19%
Corecam Pte. Ltd.	90.42K	Sep 30, 26	+1.70K	0.19%
FIFTH THIRD SECURITIES, INC.	88.44K	Sep 30, 26	+1.82K	0.18%
Farther Finance Advisors, LLC	87.58K	Sep 30, 26	+16.88K	0.18%
Onyx Bridge Wealth Group LLC	82.81K	Sep 30, 26	+33.90K	0.17%
ATTICUS WEALTH MANAGEMENT, LLC	82.63K	Sep 30, 26	+12.15K	0.17%
KESTRA PRIVATE WEALTH SERVICES, LLC	75.03K	Sep 30, 26	-885	0.16%
DHJJ Financial Advisors, Ltd.	70.30K	Sep 30, 26	-4.08K	0.15%
USAdvisors Wealth Management, LLC	69.58K	Sep 30, 26	+366	0.14%
GREAT VALLEY ADVISOR GROUP, INC.	68.88K	Sep 30, 26	+36.99K	0.14%
Clark Wealth Partners	68.82K	Sep 30, 26	+2.21K	0.14%
HighPoint Advisor Group LLC	67.62K	Sep 30, 26	-11.62K	0.14%
Ashton Thomas Private Wealth, LLC	65.99K	Sep 30, 26	+36.15K	0.14%
Lighthouse Wealth Management Inc.	63.17K	Sep 30, 26	+1.48K	0.13%
Verdence Capital Advisors LLC	62.87K	Sep 30, 26	+62.87K	0.13%
Berkeley, Inc	62.54K	Sep 30, 26	+768	0.13%
Burns Matteson Capital Management, LLC	60.46K	Sep 30, 26	+942	0.13%
American National Bank of Texas	58.92K	Sep 30, 26	+1.52K	0.12%
PFG Advisors	58.35K	Sep 30, 26	+3.98K	0.12%
Wealth Enhancement Trust Services, Inc.	57.26K	Sep 30, 26	-15.56K	0.12%
First Security Investment Management, Inc.	57.24K	Sep 30, 26	-3.59K	0.12%
Spectrum Wealth Advisory Group, LLC	56.12K	Sep 30, 26	+11	0.12%
Journey Advisory Group, LLC	55.84K	Sep 30, 26	-2.94K	0.12%
MGO ONE SEVEN LLC	55.78K	Sep 30, 26	+107	0.12%
Mascagni Wealth Management, Inc.	55.39K	Sep 30, 26	+1.22K	0.11%
INDEPENDENT FINANCIAL GROUP, LLC	54.57K	Sep 30, 26	-571	0.11%
Forge Financial Services LLC	53.01K	Sep 30, 26	-83	0.11%
Principle Wealth Partners LLC	52.83K	Sep 30, 26	-3.24K	0.11%
Diversify Advisory Services, LLC	52.31K	Sep 30, 26	+32.20K	0.11%
DIVERSIFY WEALTH MANAGEMENT, LLC	52.31K	Sep 30, 26	+32.20K	0.11%
Live Oak Investment Partners	51.92K	Sep 30, 26	+104	0.11%
THRIVENT FINANCIAL FOR LUTHERANS	50.65K	Sep 30, 26	-461	0.11%
Prota Financial, LLC	50.06K	Sep 30, 26	+1.03K	0.10%
Wealthcare Advisory Partners LLC	49.88K	Sep 30, 26	+1.87K	0.10%
Carolina Wealth Management Inc	48.20K	Sep 30, 26	+4.12K	0.10%
Concentrum Wealth Management	46.32K	Sep 30, 26	+970	0.10%
ADAMSBROWN WEALTH CONSULTANTS LLC	45.85K	Sep 30, 26	-1.06K	0.10%
Financial Partners Group, Inc	42.54K	Sep 30, 26	-409	0.09%
BFSG, LLC	40.16K	Sep 30, 26	+920	0.08%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	39.84K	Sep 30, 26	-61	0.08%
PRAIRIE ADVISORY, LLC	39.23K	Sep 30, 26	+20.28K	0.08%
Mann Financial Group, Inc.	38.80K	Sep 30, 26	-9.44K	0.08%
Vise Technologies, Inc.	38.60K	Sep 30, 26	+26.85K	0.08%
Equity Wealth Partners, LLC	37.74K	Sep 30, 26	+18	0.08%
Family Capital Management, Inc.	36.74K	Sep 30, 26	+63	0.08%
Corecam AG	36.32K	Sep 30, 26	-320	0.08%
Sagace Wealth Management LLC	35.53K	Sep 30, 26	+243	0.07%
Melone Private Wealth, LLC	34.72K	Sep 30, 26	+1.30K	0.07%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	33.81K	Sep 30, 26	+23	0.07%
Biltmore Family Office, LLC	33.27K	Sep 30, 26	+7.50K	0.07%
WealthCare Investment Partners, LLC	33.10K	Sep 30, 26	-5.90K	0.07%
LYNX CAPITAL GROUP LTD /ADV	32.39K	Sep 30, 26	+1	0.07%
PlanVest Financial, Inc	31.57K	Sep 30, 26	-1.74K	0.07%
Western Wealth Management, LLC	30.70K	Sep 30, 26	+1.48K	0.06%
CENTRAL TRUST Co	30.58K	Sep 30, 26	-5.41K	0.06%
J.W. COLE ADVISORS, INC.	30.52K	Sep 30, 26	+791	0.06%
Centerpoint Advisory Group	30.36K	Sep 30, 26	-542	0.06%
Sovran Advisors, LLC	27.17K	Sep 30, 26	+434	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	26.99K	Sep 30, 26	-386	0.06%
PRECEDENT WEALTH PARTNERS, LLC	25.80K	Sep 30, 26	-26.69K	0.05%
Solutions 4 Wealth, Ltd	25.63K	Sep 30, 26	+3.40K	0.05%
United Asset Strategies, Inc.	24.64K	Sep 30, 26	+539	0.05%
Harbor Asset Planning, Inc.	23.12K	Sep 30, 26	+11	0.05%
Wealth Advisory Team LLC	22.52K	Sep 30, 26	-225	0.05%
Atlantic Edge Private Wealth Management, LLC	22.11K	Sep 30, 26	-524	0.05%
ENZI WEALTH	22.07K	Sep 30, 26	-267	0.05%
CREATIVE FINANCIAL DESIGNS INC /ADV	21.22K	Sep 30, 26	-1.55K	0.04%
Firestone Capital Management	21.21K	Sep 30, 26	--	0.04%
Milestone Investment Advisors LLC	20.99K	Sep 30, 26	-3.94K	0.04%
NLB Skladi, upravljanje premozenja, d.o.o.	20.00K	Sep 30, 26	-1.00K	0.04%
KINGSWOOD WEALTH ADVISORS, LLC	19.74K	Sep 30, 26	+771	0.04%
Creative Planning	19.47K	Sep 30, 26	+1.69K	0.04%
Redhawk Wealth Advisors, Inc.	19.39K	Sep 30, 26	-5.78K	0.04%
OneDigital Investment Advisors LLC	18.75K	Sep 30, 26	+60	0.04%
Brown Miller Wealth Management, LLC	18.42K	Sep 30, 26	+1.76K	0.04%
Independent Advisor Alliance	18.40K	Sep 30, 26	-427	0.04%
DORVAL Corp	18.34K	Sep 30, 26	-838	0.04%
Connecticut Capital Management Group, LLC	18.04K	Sep 30, 26	-394	0.04%
BNB Wealth Management, LLC	17.94K	Sep 30, 26	+914	0.04%
PENOBSCOT WEALTH MANAGEMENT	16.93K	Sep 30, 26	+410	0.04%
WPG Advisers, LLC	16.87K	Sep 30, 26	+770	0.04%
DAHRING \| CUSMANO LLC	15.19K	Sep 30, 26	-17.98K	0.03%
Wagner Wealth Management, Corp	15.02K	Sep 30, 26	+1.18K	0.03%
Glass Jacobson Investment Advisors llc	14.66K	Sep 30, 26	-661	0.03%
Legacy Financial Advisors, Inc.	14.28K	Sep 30, 26	+1.18K	0.03%
ROMAN BUTLER FULLERTON & CO	14.25K	Sep 30, 26	+85	0.03%
HARBOR INVESTMENT ADVISORY, LLC	14.25K	Sep 30, 26	-476	0.03%
Family Investment Center, Inc.	13.41K	Sep 30, 26	-1.89K	0.03%
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	13.08K	Sep 30, 26	+1.03K	0.03%
TRUIST FINANCIAL CORP	12.85K	Sep 30, 26	-272	0.03%
Visionary Wealth Advisors	12.61K	Sep 30, 26	+459	0.03%
Golden State Wealth Management, LLC	12.09K	Sep 30, 26	+801	0.03%
Fortune Financial Group, Inc.	11.89K	Sep 30, 26	+904	0.02%
FMR LLC	11.81K	Sep 30, 26	+1.20K	0.02%
TAGStone Capital, Inc.	11.78K	Sep 30, 26	+200	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	11.74K	Sep 30, 26	-308	0.02%
LEAVELL INVESTMENT MANAGEMENT, INC.	11.27K	Sep 30, 26	+1.28K	0.02%
J2 Capital Management Inc	10.71K	Sep 30, 26	+10.71K	0.02%
PARK AVENUE SECURITIES LLC	10.48K	Sep 30, 26	-42	0.02%
IFG Advisory, LLC	10.31K	Sep 30, 26	-187	0.02%
Global Retirement Partners, LLC	10.23K	Sep 30, 26	-68	0.02%
TD Capital Management LLC	10.22K	Sep 30, 26	-182	0.02%
Ayalon Insurance Comp Ltd.	10.08K	Sep 30, 26	--	0.02%
Opulen Financial Group LLC	10.06K	Sep 30, 26	-444	0.02%
CEERA INVESTMENTS, LLC	9.80K	Sep 30, 26	+9.80K	0.02%
Advisory Solutions Group, LLC	9.62K	Sep 30, 26	+9.62K	0.02%
Cypress Capital Group	9.60K	Sep 30, 26	+1.60K	0.02%
Elwood & Goetz Wealth Advisory Group, LLC	9.45K	Sep 30, 26	+9.45K	0.02%
Symphony Financial Services, Inc.	8.91K	Sep 30, 26	+566	0.02%
SILVER OAK SECURITIES, INCORPORATED	8.78K	Sep 30, 26	-3.09K	0.02%
Wingate Wealth Advisors, Inc.	8.76K	Sep 30, 26	+768	0.02%
Southland Equity Partners LLC	8.61K	Sep 30, 26	+592	0.02%
FIFTH THIRD BANCORP	8.42K	Sep 30, 26	-266	0.02%
Breakwater Capital Group	8.21K	Sep 30, 26	-93	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	8.20K	Sep 30, 26	+1.19K	0.02%
Sigma Planning Corp	8.19K	Sep 30, 26	-23.23K	0.02%
Csenge Advisory Group	8.12K	Sep 30, 26	-67	0.02%
UMB Private Wealth Management, LLC	7.92K	Sep 30, 26	+7.92K	0.02%
Clearstead Advisors, LLC	7.76K	Sep 30, 26	--	0.02%
Focus Advisor Solutions, LLC	7.59K	Sep 30, 26	+728	0.02%
TrueWealth Advisors, LLC	7.21K	Sep 30, 26	+2.02K	0.01%
Brookstone Capital Management	7.10K	Sep 30, 26	+702	0.01%
Pacific Center for Financial Services	6.99K	Sep 30, 26	--	0.01%
Key Client Fiduciary Advisors, LLC	6.87K	Sep 30, 26	+184	0.01%
MONECO ADVISORS, LLC	6.72K	Sep 30, 26	+173	0.01%
Dynamic Advisor Solutions LLC	6.50K	Sep 30, 26	+308	0.01%
Hansen & Associates Financial Group, Inc.	6.36K	Sep 30, 26	+107	0.01%
JFS WEALTH ADVISORS, LLC	6.20K	Sep 30, 26	--	0.01%
Pearl Planning LLC	6.13K	Sep 30, 26	-776	0.01%
IFS Advisors, LLC	6.01K	Sep 30, 26	+6.01K	0.01%
Berger Financial Group, Inc	6.00K	Sep 30, 26	-8	0.01%
HRC WEALTH MANAGEMENT, LLC	6.00K	Sep 30, 26	+48	0.01%
CULLEN/FROST BANKERS, INC.	5.95K	Sep 30, 26	+2.70K	0.01%
Meridian Financial Advisors, LLC	5.68K	Sep 30, 26	-218	0.01%
Nuveen, LLC	5.62K	Sep 30, 26	+1.39K	0.01%
Whitaker-Myers Wealth Managers, LTD.	5.47K	Sep 30, 26	-252	0.01%
OMNI 360 Wealth, Inc.	5.33K	Sep 30, 26	+1.19K	0.01%
Secure Asset Management, LLC	5.28K	Sep 30, 26	-604	0.01%
MONEY CONCEPTS CAPITAL CORP	5.26K	Sep 30, 26	-69	0.01%
M&T BANK CORP	5.23K	Sep 30, 26	+2.57K	0.01%
Syntegra Private Wealth Group, LLC	5.22K	Sep 30, 26	-6	0.01%
Prime Capital Investment Advisors, LLC	5.10K	Sep 30, 26	+155	0.01%
Rossby Financial, LCC	5.02K	Sep 30, 26	-257	0.01%
WEDBUSH SECURITIES INC	5.00K	Sep 30, 26	-487	0.01%
Ethos Capital Management, Inc.	5.00K	Sep 30, 26	-767	0.01%
CWC Advisors, LLC.	4.60K	Sep 30, 26	+41	0.01%
Krilogy Financial LLC	4.59K	Sep 30, 26	-228	0.01%
Tempus Wealth Planning, LLC	4.50K	Sep 30, 26	--	0.01%
EASTERN BANK	4.40K	Sep 30, 26	-603	0.01%
LongView Wealth Management	4.34K	Sep 30, 26	+6	0.01%
MCF Advisors LLC	4.29K	Sep 30, 26	+5	0.01%
Investmark Advisory Group LLC	4.28K	Sep 30, 26	--	0.01%
NFSG Corp	4.21K	Sep 30, 26	--	0.01%
BAM Wealth Management, LLC	4.21K	Sep 30, 26	+44	0.01%
RFG Advisory, LLC	4.12K	Sep 30, 26	-1.35K	0.01%
Signal Advisors Wealth, LLC	4.02K	Sep 30, 26	-200	0.01%
JBR Co Financial Management Inc	4.01K	Sep 30, 26	--	0.01%
Fairway Financial, LLC	4.00K	Sep 30, 26	-3.91K	0.01%
HENGEHOLD CAPITAL MANAGEMENT LLC	3.96K	Sep 30, 26	-2.34K	0.01%
TABLEAUX LLC	3.83K	Sep 30, 26	--	0.01%
SIMON QUICK ADVISORS, LLC	3.81K	Sep 30, 26	+5	0.01%
Sound View Wealth Advisors Group, LLC	3.73K	Sep 30, 26	+192	0.01%
Kraft, Davis & Associates, LLC	3.73K	Sep 30, 26	--	0.01%
Narus Financial Partners, LLC	3.71K	Sep 30, 26	-1.32K	0.01%
Savant Capital, LLC	3.54K	Sep 30, 26	+3.54K	0.01%
Simplicity Wealth,LLC	3.52K	Sep 30, 26	+323	0.01%
OneAscent Wealth Management LLC	3.49K	Sep 30, 26	+524	0.01%
Redwood Financial Network Corp	3.45K	Sep 30, 26	-637	0.01%
Alaska Wealth Advisors, LLC	3.40K	Sep 30, 26	-2	0.01%
EVOLUTION WEALTH MANAGEMENT INC.	3.14K	Sep 30, 26	--	0.01%
Prospera Financial Services Inc	3.11K	Sep 30, 26	+3.11K	0.01%
MARATHON CAPITAL MANAGEMENT	3.10K	Sep 30, 26	+973	0.01%
Ullmann Wealth Partners Group, LLC	3.02K	Sep 30, 26	-426	0.01%
Schwallier Wealth Management LLC	3.01K	Sep 30, 26	-741	0.01%
NWAM LLC	2.96K	Sep 30, 26	+3	0.01%
PRIVATE TRUST CO NA	2.79K	Sep 30, 26	+552	0.01%
Integrity Advisory Solutions, LLC	2.56K	Sep 30, 26	--	0.01%
Bedel Financial Consulting, Inc.	2.54K	Sep 30, 26	--	0.01%
WILLNER & HELLER, LLC	2.48K	Sep 30, 26	-1.02K	0.01%
IFP Advisors, Inc	2.44K	Sep 30, 26	--	0.01%
TRUSTMARK BANK TRUST DEPARTMENT	2.36K	Sep 30, 26	--	0.00%
Annex Advisory Services, LLC	2.35K	Sep 30, 26	-310	0.00%
Clear Creek Financial Management, LLC	2.34K	Sep 30, 26	-1.16K	0.00%
Elm3 Financial Group, LLC	2.28K	Sep 30, 26	+15	0.00%
OneAscent Family Office, LLC	2.24K	Sep 30, 26	-16	0.00%
CAPSTONE CAPITAL LLC	2.13K	Sep 30, 26	--	0.00%
GUYASUTA INVESTMENT ADVISORS INC	2.11K	Sep 30, 26	--	0.00%
Nikulski Financial, Inc.	2.10K	Sep 30, 26	-210	0.00%
Global Assets Advisory, LLC	2.08K	Sep 30, 26	+33	0.00%
Northwest Financial Advisors	2.06K	Sep 30, 26	+1	0.00%
Purewater Capital LLC	2.06K	Sep 30, 26	--	0.00%
Cassaday & Co Wealth Management LLC	2.03K	Sep 30, 26	+29	0.00%
Perigon Wealth Management, LLC	2.01K	Sep 30, 26	-202	0.00%
OPPENHEIMER & CO INC	1.96K	Sep 30, 26	+1.96K	0.00%
Compass Ion Advisors, LLC	1.92K	Sep 30, 26	-53	0.00%
360 Financial, Inc.	1.90K	Sep 30, 26	+1.90K	0.00%
Geneos Wealth Management Inc.	1.90K	Sep 30, 26	-82	0.00%
Edgemoor Investment Advisors, Inc.	1.89K	Sep 30, 26	--	0.00%
FLAGSHIP HARBOR ADVISORS, LLC	1.86K	Sep 30, 26	+1.86K	0.00%
Mission Financial Group, LLC	1.81K	Sep 30, 26	-1.17K	0.00%
GGM Financial LLC	1.72K	Sep 30, 26	+1	0.00%
RICHARDS, MERRILL & PETERSON, INC.	1.60K	Sep 30, 26	--	0.00%
US BANCORP \DE\	1.36K	Sep 30, 26	-186	0.00%
Pinnacle Bancorp, Inc.	1.25K	Sep 30, 26	--	0.00%
Sarver Vrooman Wealth Advisors	1.20K	Sep 30, 26	+37	0.00%
Russell Investments Group, Ltd.	1.19K	Sep 30, 26	+104	0.00%
Bogart Wealth, LLC	1.16K	Sep 30, 26	-1	0.00%
Allworth Financial LP	1.13K	Sep 30, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	1.12K	Sep 30, 26	+268	0.00%
Hughes Financial Services, LLC	1.06K	Sep 30, 26	--	0.00%
GW&K Investment Management, LLC	909	Sep 30, 26	+909	0.00%
HHM Wealth Advisors, LLC	794	Sep 30, 26	-3	0.00%
MidAtlantic Capital Management, Inc.	753	Sep 30, 26	+753	0.00%
Financial Network Wealth Advisors LLC	683	Sep 30, 26	--	0.00%
ASSETMARK, INC	619	Sep 30, 26	+485	0.00%
BESSEMER GROUP INC	475	Sep 30, 26	--	0.00%
Root Financial Partners, LLC	433	Sep 30, 26	+433	0.00%
BANK OF MONTREAL /CAN/	374	Sep 30, 26	+374	0.00%
Cape Investment Advisory, Inc.	356	Sep 30, 26	+19	0.00%
Mosley Wealth Management	353	Sep 30, 26	-19	0.00%
Pinnacle Wealth Planning Services, Inc.	337	Sep 30, 26	+337	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	334	Sep 30, 26	-244	0.00%
Westside Investment Management, Inc.	300	Sep 30, 26	--	0.00%
Capital Advisors, Ltd. LLC	277	Sep 30, 26	--	0.00%
Financial Freedom, LLC	267	Sep 30, 26	+267	0.00%
Larson Financial Group LLC	252	Sep 30, 26	--	0.00%
Heritage Family Offices, LLP	242	Sep 30, 26	+242	0.00%
Coastline Trust Co	234	Sep 30, 26	--	0.00%
Clearstead Trust, LLC	208	Sep 30, 26	--	0.00%
TSFG, LLC	200	Sep 30, 26	--	0.00%
VALLEY NATIONAL ADVISERS INC	200	Sep 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	153	Sep 30, 26	+130	0.00%
CoreCap Advisors, LLC	125	Sep 30, 26	+95	0.00%
LANARK FINANCIAL, INC.	116	Sep 30, 26	--	0.00%
Register Financial Advisors LLC	109	Sep 30, 26	+87	0.00%
Quent Capital, LLC	101	Sep 30, 26	-643	0.00%
Allspring Global Investments Holdings, LLC	95	Sep 30, 26	--	0.00%
CX Institutional	87	Sep 30, 26	--	0.00%
Cheviot Value Management, LLC	68	Sep 30, 26	--	0.00%
ASHTON THOMAS SECURITIES, LLC	66	Sep 30, 26	+66	0.00%
SIGNATUREFD, LLC	56	Sep 30, 26	--	0.00%
Wagner Wealth Management, LLC	55	Sep 30, 26	--	0.00%
Winch Advisory Services, LLC	54	Sep 30, 26	--	0.00%
SYM FINANCIAL Corp	43	Sep 30, 26	--	0.00%
Anchor Investment Management, LLC	40	Sep 30, 26	--	0.00%
Noble Wealth Management PBC	37	Sep 30, 26	--	0.00%
Smartleaf Asset Management LLC	37	Sep 30, 26	--	0.00%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	31	Sep 30, 26	--	0.00%
Wilkerson Advisory Group LLC	24	Sep 30, 26	--	0.00%
Latitude Advisors, LLC	20	Sep 30, 26	+20	0.00%
Decker Retirement Planning Inc.	14	Sep 30, 26	+14	0.00%
Markowski Investments	9	Sep 30, 26	--	0.00%
Trust Co	9	Sep 30, 26	--	0.00%
Signature Equity Partners, LLC	4	Sep 30, 26	--	0.00%
Synergy Investment Management, LLC	--	Sep 30, 26	-1.81K	--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	--	Sep 30, 26	-875	--
AdvisorNet Financial, Inc	--	Sep 30, 26	-380	--
Compass Financial Services Inc	--	Sep 30, 26	-2.14K	--
Roxbury Financial LLC	--	Sep 30, 26	-4	--
KMG FIDUCIARY PARTNERS, LLC	--	Sep 30, 26	-10.29K	--
Greenline Wealth Management LLC	--	Sep 30, 26	-2.27K	--
Snider Financial Group	--	Sep 30, 26	-2.20K	--
StoneX Group Inc.	--	Sep 30, 26	-2.28K	--
Concurrent Investment Advisors, LLC	--	Sep 30, 26	-2.16K	--
Institute for Wealth Management, LLC.	--	Sep 30, 26	-315	--
Retireful, LLC	--	Sep 30, 26	-3.49K	--
SALEM INVESTMENT COUNSELORS INC	--	Sep 30, 26	-136	--
Dana Investment Advisors, Inc.	--	Sep 30, 26	-8.36K	--
Manchester Capital Management LLC	--	Sep 30, 26	-33	--
Y-Intercept (Hong Kong) Ltd	--	Sep 30, 26	-5.09K	--
Blue Trust, Inc.	--	Sep 30, 26	-58	--
FARMERS & MERCHANTS INVESTMENTS INC	--	Sep 30, 26	-255	--
MORGAN STANLEY	2.45M	Jun 30, 26	+37.33K	5.09%
Cetera Investment Advisers	1.40M	Jun 30, 26	-7.20K	2.90%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.21M	Jun 30, 26	+7.52K	2.51%
JONES FINANCIAL COMPANIES LLLP	1.08M	Jun 30, 26	+106.59K	2.25%
AMERIPRISE FINANCIAL INC	1.07M	Jun 30, 26	-105.57K	2.21%
RAYMOND JAMES FINANCIAL INC	821.99K	Jun 30, 26	-73.34K	1.71%
BANK OF AMERICA CORP /DE/	641.35K	Jun 30, 26	-15.68K	1.33%
WELLS FARGO & COMPANY/MN	588.08K	Jun 30, 26	-129.30K	1.22%
Waverly Advisors, LLC	469.90K	Jun 30, 26	+442.14K	0.98%
OSAIC HOLDINGS, INC.	431.04K	Jun 30, 26	+59.16K	0.89%
Focus Partners Wealth	420.27K	Jun 30, 26	-20.71K	0.87%
NewEdge Advisors, LLC	364.66K	Jun 30, 26	+30.98K	0.76%
ROYAL BANK OF CANADA	282.59K	Jun 30, 26	+40.80K	0.59%
Atlantic Union Bankshares Corp	266.01K	Jun 30, 26	+6.25K	0.55%
Bluespring Wealth Management, LLC	255.79K	Jun 30, 26	+255.79K	0.53%
ENVESTNET ASSET MANAGEMENT INC	211.86K	Jun 30, 26	-60.55K	0.44%
UBS Group AG	177.01K	Jun 30, 26	-2.63K	0.37%
Wealthspire Retirement, LLC	161.86K	Jun 30, 26	+12.27K	0.34%
STIFEL FINANCIAL CORP	159.00K	Jun 30, 26	-25	0.33%
WCG Wealth Advisors LLC	149.54K	Jun 30, 26	+5.05K	0.31%
MML INVESTORS SERVICES, LLC	146.71K	Jun 30, 26	+23.66K	0.30%
Bleakley Financial Group, LLC	140.81K	Jun 30, 26	+3.66K	0.29%
Traction Financial Partners, LLC	130.92K	Jun 30, 26	+5.10K	0.27%
&PARTNERS	118.75K	Jun 30, 26	+34.23K	0.25%
WESCAP Management Group, Inc.	110.86K	Jun 30, 26	+1.99K	0.23%
LIBERTY SQUARE WEALTH PARTNERS LLC	100.81K	Jun 30, 26	+8.63K	0.21%
Integrated Wealth Concepts LLC	99.57K	Jun 30, 26	+96.02K	0.21%
MARSHALL INVESTMENT MANAGEMENT, LLC	95.81K	Jun 30, 26	+95.81K	0.20%
Equitable Holdings, Inc.	91.24K	Jun 30, 26	-14.47K	0.19%
Janney Montgomery Scott LLC	90.93K	Jun 30, 26	-9.52K	0.19%
Investors Portfolio Services LLC	79.88K	Jun 30, 26	+12.42K	0.17%
Gotham Asset Management, LLC	79.49K	Jun 30, 26	+12.47K	0.17%
Mariner, LLC	76.51K	Jun 30, 26	+1.36K	0.16%
Trivium Point Advisory, LLC	76.24K	Jun 30, 26	+50.16K	0.16%
DENVER WEALTH MANAGEMENT, INC.	75.63K	Jun 30, 26	+5.34K	0.16%
NewEdge Wealth, LLC	72.22K	Jun 30, 26	-4.67K	0.15%
IHT Wealth Management, LLC	68.59K	Jun 30, 26	-1.02K	0.14%
Stratos Wealth Partners, LTD.	60.45K	Jun 30, 26	+2.27K	0.13%
Modern Wealth Management, LLC	56.58K	Jun 30, 26	-26.76K	0.12%
NATIXIS ADVISORS, LLC	55.44K	Jun 30, 26	+14.84K	0.12%
Perennial Investment Advisors, LLC	54.06K	Jun 30, 26	+1.17K	0.11%
Aspen Wealth Strategies, LLC	53.42K	Jun 30, 26	+1.37K	0.11%
World Investment Advisors	51.62K	Jun 30, 26	-86	0.11%
MAI Capital Management	48.33K	Jun 30, 26	+878	0.10%
Silver Coast Investments LLC	46.71K	Jun 30, 26	-193	0.10%
FIDUCIARY FINANCIAL ADVISORS	36.72K	Jun 30, 26	+36.72K	0.08%
Kingsview Wealth Management, LLC	35.67K	Jun 30, 26	+4.98K	0.07%
Federation des caisses Desjardins du Quebec	35.50K	Jun 30, 26	+108	0.07%
New Insight Wealth Advisors	34.79K	Jun 30, 26	+6.11K	0.07%
Venturi Wealth Management, LLC	34.43K	Jun 30, 26	+2.41K	0.07%
Vista Cima Wealth Management LLC	34.42K	Jun 30, 26	+613	0.07%
Mason & Associates Inc	33.96K	Jun 30, 26	+219	0.07%
Duncan Williams Asset Management, LLC	33.83K	Jun 30, 26	-8.74K	0.07%
PSI Advisors, LLC	33.44K	Jun 30, 26	-11.98K	0.07%
PlanVest Financial, Inc	33.31K	Jun 30, 26	-705	0.07%
GREAT VALLEY ADVISOR GROUP, INC.	31.89K	Jun 30, 26	-1.80K	0.07%
Bellars Harris Wealth Management, LLC	31.84K	Jun 30, 26	+31.84K	0.07%
Cassady Wealth & Retirement Planning, LLC	30.32K	Jun 30, 26	+890	0.06%
Steelhead Wealth Management LLC	27.76K	Jun 30, 26	+3.73K	0.06%
Rockefeller Capital Management L.P.	26.19K	Jun 30, 26	-693	0.05%
Marshall Financial Group, LLC	24.73K	Jun 30, 26	+1.10K	0.05%
Horizon Family Wealth, Inc.	23.61K	Jun 30, 26	-289	0.05%
Wiser Advisor Group LLC	22.94K	Jun 30, 26	-27	0.05%
Aptus Capital Advisors, LLC	22.75K	Jun 30, 26	-10.64K	0.05%
Advisory Services Network, LLC	22.32K	Jun 30, 26	+1.21K	0.05%
BNP PARIBAS FINANCIAL MARKETS	20.00K	Jun 30, 26	-30.00K	0.04%
PRINCIPAL SECURITIES, INC.	18.86K	Jun 30, 26	-39.24K	0.04%
OneDigital Investment Advisors LLC	18.69K	Jun 30, 26	-516	0.04%
Steward Partners Investment Advisory, LLC	17.94K	Jun 30, 26	-712	0.04%
MERCER GLOBAL ADVISORS INC /ADV	17.48K	Jun 30, 26	-474	0.04%
CreativeOne Wealth, LLC	17.12K	Jun 30, 26	-8.71K	0.04%
Regal Investment Advisors LLC	16.99K	Jun 30, 26	+13.11K	0.04%
FLOW TRADERS U.S. LLC	16.02K	Jun 30, 26	+2.99K	0.03%
GeoWealth Management, LLC	15.64K	Jun 30, 26	+263	0.03%
Envestnet Portfolio Solutions, Inc.	14.61K	Jun 30, 26	-961	0.03%
BROWN BROTHERS HARRIMAN & CO	14.04K	Jun 30, 26	--	0.03%
Westfuller Advisors, LLC	12.73K	Jun 30, 26	-2.07K	0.03%
Forum Private Client Group LLC	12.56K	Jun 30, 26	-324	0.03%
Evergreen Wealth Partners LLC	12.34K	Jun 30, 26	+5.05K	0.03%
CENTAURUS FINANCIAL, INC.	12.19K	Jun 30, 26	+754	0.03%
PACIFIC SUN FINANCIAL CORP	11.16K	Jun 30, 26	-292	0.02%
Ameritas Advisory Services, LLC	10.35K	Jun 30, 26	+10.35K	0.02%
LEAVELL INVESTMENT MANAGEMENT, INC.	9.99K	Jun 30, 26	+1.68K	0.02%
Mutual Advisors, LLC	9.36K	Jun 30, 26	+1.51K	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	8.44K	Jun 30, 26	-6.51K	0.02%
Nalls Sherbakoff Group, LLC	8.23K	Jun 30, 26	-637	0.02%
PFG Investments, LLC	7.77K	Jun 30, 26	+16	0.02%
GWN SECURITIES INC.	7.33K	Jun 30, 26	-230	0.02%
Baird Financial Group, Inc.	7.18K	Jun 30, 26	+217	0.01%
Reliant Investment Partners, LLC	7.16K	Jun 30, 26	-193	0.01%
Arkadios Wealth Advisors	7.05K	Jun 30, 26	-224	0.01%
Madison Wealth Partners, Inc	6.69K	Jun 30, 26	+1.71K	0.01%
Summit Financial, LLC	5.69K	Jun 30, 26	+324	0.01%
CARY STREET PARTNERS FINANCIAL LLC	5.03K	Jun 30, 26	--	0.01%
Hilltop Holdings Inc.	4.92K	Jun 30, 26	-576	0.01%
BROWN ADVISORY INC	4.91K	Jun 30, 26	--	0.01%
Gladstone Institutional Advisory LLC	4.79K	Jun 30, 26	-31	0.01%
Kovack Advisors, Inc.	4.75K	Jun 30, 26	-828	0.01%
HANCOCK WHITNEY CORP	4.50K	Jun 30, 26	--	0.01%
TWIN PEAKS WEALTH ADVISORS, LLC	4.48K	Jun 30, 26	-450	0.01%
Bank of Marin	4.38K	Jun 30, 26	-2.71K	0.01%
Advyzon Investment Management, LLC	4.22K	Jun 30, 26	+2.09K	0.01%
JOHNSON INVESTMENT COUNSEL INC	3.99K	Jun 30, 26	--	0.01%
GOLDMAN SACHS GROUP INC	3.75K	Jun 30, 26	-23.00K	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	3.67K	Jun 30, 26	+614	0.01%
Betterment LLC	3.37K	Jun 30, 26	+223	0.01%
BENJAMIN EDWARDS INC	3.30K	Jun 30, 26	--	0.01%
Stonebridge Financial Group, LLC / MO	3.28K	Jun 30, 26	-1.22K	0.01%
Capital Analysts, LLC	3.11K	Jun 30, 26	-72	0.01%
ADAPT WEALTH ADVISORS, LLC	3.10K	Jun 30, 26	-1.22K	0.01%
SageView Advisory Group, LLC	3.06K	Jun 30, 26	--	0.01%
Advisory Alpha, LLC	2.99K	Jun 30, 26	-2.52K	0.01%
NWAM LLC	2.96K	Jun 30, 26	-1.01K	0.01%
Sanctuary Advisors, LLC	2.89K	Jun 30, 26	+152	0.01%
AE Wealth Management LLC	2.86K	Jun 30, 26	-124	0.01%
Jaffetilchin Investment Partners, LLC	2.84K	Jun 30, 26	-381	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	2.78K	Jun 30, 26	-27	0.01%
CONNORS INVESTOR SERVICES INC	2.77K	Jun 30, 26	+30	0.01%
Orion Porfolio Solutions, LLC	2.76K	Jun 30, 26	-12.53K	0.01%
JPMORGAN CHASE & CO	2.76K	Jun 30, 26	-711	0.01%
Sequoia Financial Advisors, LLC	2.46K	Jun 30, 26	--	0.01%
CIBC Bancorp USA Inc.	2.44K	Jun 30, 26	-113	0.01%
WIMMER ASSOCIATES 1, LLC	2.44K	Jun 30, 26	--	0.01%
Schrum Private Wealth Management LLC	2.30K	Jun 30, 26	+2.30K	0.00%
Greenline Wealth Management LLC	2.27K	Jun 30, 26	-118	0.00%
OneAscent Family Office, LLC	2.26K	Jun 30, 26	+133	0.00%
Axis Wealth Partners, LLC	2.15K	Jun 30, 26	-960	0.00%
Pinnacle Financial Partners, Inc.	2.15K	Jun 30, 26	-122	0.00%
Spartan Wealth Advisory Services LLC	2.11K	Jun 30, 26	-560	0.00%
ZACKS INVESTMENT MANAGEMENT	2.10K	Jun 30, 26	-81	0.00%
Trexquant Investment LP	2.06K	Jun 30, 26	-590	0.00%
Vestmark Advisory Solutions, Inc.	2.01K	Jun 30, 26	-347	0.00%
Quantinno Capital Management LP	1.96K	Jun 30, 26	+1.96K	0.00%
TWO SIGMA SECURITIES, LLC	1.93K	Jun 30, 26	+1.93K	0.00%
Snowden Capital Advisors LLC	1.91K	Jun 30, 26	-265	0.00%
Continuum Advisory, LLC	1.91K	Jun 30, 26	-135	0.00%
MPWM ADVISORY SOLUTIONS, LLC	1.90K	Jun 30, 26	-50	0.00%
FORTRESS PRIVATE LEDGER, LLC	1.87K	Jun 30, 26	+1.87K	0.00%
Arax Advisory Partners	1.87K	Jun 30, 26	-82	0.00%
Synergy Investment Management, LLC	1.81K	Jun 30, 26	-381	0.00%
Millstone Evans Group, LLC	1.11K	Jun 30, 26	+521	0.00%
GLENMEDE TRUST CO NA	800	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	757	Jun 30, 26	-187	0.00%
Financial Gravity Companies, Inc.	465	Jun 30, 26	+465	0.00%
SHP Wealth Management	324	Jun 30, 26	--	0.00%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	304	Jun 30, 26	--	0.00%
WHITTIER TRUST CO	276	Jun 30, 26	+276	0.00%
LRI Investments, LLC	209	Jun 30, 26	--	0.00%
Tanglewood Legacy Advisors, LLC	200	Jun 30, 26	--	0.00%
Caitlin John, LLC	171	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	110	Jun 30, 26	--	0.00%
BFC Planning, Inc.	96	Jun 30, 26	+96	0.00%
AMERIFLEX GROUP, INC.	57	Jun 30, 26	--	0.00%
Ancora Advisors LLC	55	Jun 30, 26	-92	0.00%
NATIONAL BANK OF CANADA /FI/	51	Jun 30, 26	+28	0.00%
Anchor Investment Management, LLC	40	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	24	Jun 30, 26	+6	0.00%
Tower Research Capital LLC (TRC)	1	Jun 30, 26	-164	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1	Jun 30, 26	-283	0.00%
WealthShield Partners, LLC	--	Jun 30, 26	-42	--
FOUNDATIONS INVESTMENT ADVISORS, LLC	--	Jun 30, 26	-2.26K	--
COMMERCE BANK	--	Jun 30, 26	-2.66K	--
CALTON & ASSOCIATES, INC.	--	Jun 30, 26	-3.90K	--
Allie Family Office LLC	--	Jun 30, 26	-1.98K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-5.21K	--
Sonoma Allocations LLC	--	Jun 30, 26	-15.37K	--
SkyView Investment Advisors, LLC	--	Jun 30, 26	-21.62K	--
HRT FINANCIAL LP	--	Jun 30, 26	-6.97K	--
FAS Wealth Partners, Inc.	--	Jun 30, 26	-10	--
Innovative Asset Advisors Group, LLC	--	Jun 30, 26	-65	--
TruWealth Advisors, LLC	491.75K	Mar 31, 26	+163.75K	1.02%
Capital Planning Advisors, LLC	281.27K	Mar 31, 26	+7.14K	0.58%
CWM, LLC	140.79K	Mar 31, 26	+7.53K	0.29%
Anfield Capital Management, LLC	1.92K	Mar 31, 26	-68.27K	0.00%
Financial Gravity Asset Management, Inc.	465	Mar 31, 26	-315	0.00%
Sunbelt Securities, Inc.	146	Mar 31, 26	+88	0.00%
New Millennium Group LLC	16.20K	Dec 31, 25	-366	0.03%
COMERICA BANK	9.39K	Dec 31, 25	+524	0.02%
CIBC Private Wealth Group LLC	2.44K	Dec 31, 25	-49	0.01%
GPS Wealth Strategies Group, LLC	1.28K	Dec 31, 25	-19.47K	0.00%
Motiv8 Investments LLC	72	Dec 31, 25	+72	0.00%
WFA Asset Management Corp	171.08K	Sep 30, 25	+29.32K	0.36%
Masso Torrence Wealth Management Inc.	135.41K	Sep 30, 25	+1.30K	0.28%
First International Bank & Trust	113.06K	Sep 30, 25	-1.54K	0.23%
EWG Elevate Inc.	37.55K	Sep 30, 25	+37.55K	0.08%
SYNOVUS FINANCIAL CORP	2.26K	Sep 30, 25	+2.26K	0.00%
Abich Financial Wealth Management LLC	120	Sep 30, 25	+120	0.00%
AVANTAX ADVISORY SERVICES, INC.	316.37K	Jun 30, 25	+20.76K	0.66%
Good Life Advisors, LLC	181.66K	Jun 30, 25	+11.92K	0.38%
Atria Wealth Solutions, Inc.	82.78K	Jun 30, 25	-68.80K	0.17%
CHB Investment Group, LLC	22.98K	Jun 30, 25	-173	0.05%
Priebe Wealth Holdings LLC	21.66K	Jun 30, 25	+831	0.04%
Smith Anglin Financial, LLC	10.74K	Jun 30, 25	-2.93K	0.02%
DHK Financial Advisors, Inc.	8.04K	Jun 30, 25	+11	0.02%
Congress Wealth Management LLC / DE /	6.15K	Jun 30, 25	-1.41K	0.01%
Belmont Capital, LLC	5.19K	Jun 30, 25	--	0.01%
Legacy Investment Solutions, LLC	38	Jun 30, 25	+38	0.00%
Sandy Spring Bank	156.17K	Mar 31, 25	+85.90K	0.32%
Aveo Capital Partners, LLC	102.59K	Mar 31, 25	+9.59K	0.21%
Orion Portfolio Solutions, LLC	100.98K	Mar 31, 25	+3.79K	0.21%
GG Group Ventures, LLC	20.32K	Dec 31, 24	+1.09K	0.04%
Private Portfolio Partners LLC	13.62K	Dec 31, 24	+2.17K	0.03%
LAKE STREET ADVISORS GROUP, LLC	4.06K	Dec 31, 24	+285	0.01%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	--	Dec 31, 24	-58.33K	--
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-1.29K	--
Raymond James Financial Services Advisors, Inc.	621.42K	Sep 30, 24	+114.31K	1.29%
RAYMOND JAMES & ASSOCIATES	263.61K	Sep 30, 24	+50.58K	0.55%
Aspire Wealth Management Corp	4.79K	Sep 30, 24	+998	0.01%
RAYMOND JAMES TRUST N.A.	2.20K	Sep 30, 24	+2.20K	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	979.18K	Jun 30, 24	-44.42K	2.03%
Gratus Capital LLC	244.96K	Jun 30, 24	+3.26K	0.51%
ICA Group Wealth Management, LLC	40.81K	Jun 30, 24	-72.19K	0.08%
Cetera Advisor Networks LLC	181.40K	Mar 31, 24	+34.86K	0.38%
Cetera Advisors LLC	120.43K	Mar 31, 24	+90.57K	0.25%
Connectus Wealth, LLC	100.43K	Mar 31, 24	+19.66K	0.21%
Atlas Private Wealth Management	60.70K	Mar 31, 24	+4.27K	0.13%
Eudaimonia Partners, LLC	16.82K	Mar 31, 24	+1.73K	0.03%
Retirement Group, LLC	7.30K	Mar 31, 24	+811	0.02%
CAMBRIDGE TRUST CO	357	Mar 31, 24	--	0.00%
FOCUS FINANCIAL NETWORK INC /ADV	241.33K	Dec 31, 23	+241.33K	0.50%
Kistler-Tiffany Companies, LLC	14.07K	Jun 30, 23	-712	0.03%
NEXT Financial Group, Inc	565	Dec 31, 21	--	0.00%
Carroll Financial Associates, Inc.	11	Dec 31, 21	--	0.00%
Cascadia Advisory Services, LLC	10.13K	Sep 30, 21	+117	0.02%
Cardan Capital Partners, LLC	7.40K	Sep 30, 21	-27.14K	0.02%
Ameritas Investment Company, LLC	4.38K	Sep 30, 21	+3.48K	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	1.80K	Dec 31, 19	+1.45K	0.00%