XOVR(XOVR)

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XOVR(XOVR)

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$19.04—

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XOVR(XOVR)

XOVR

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

Institutional Ownership

Top 154 Institutional Holders

Holder	Shares	Date	Change	% Held
Farther Finance Advisors, LLC	261.49K	Jun 30, 26	+56.84K	1.36%
FIFTH THIRD SECURITIES, INC.	142.57K	Jun 30, 26	+142.57K	0.74%
INDEPENDENT FINANCIAL GROUP, LLC	119.08K	Jun 30, 26	+119.08K	0.62%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	92.53K	Jun 30, 26	+82.40K	0.48%
Wealthcare Advisory Partners LLC	50.37K	Jun 30, 26	+8.30K	0.26%
Merit Financial Group, LLC	40.70K	Jun 30, 26	+22.87K	0.21%
TOTH FINANCIAL ADVISORY CORP	39.50K	Jun 30, 26	+39.50K	0.20%
Trilogy Capital Inc.	37.62K	Jun 30, 26	+37.62K	0.20%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	30.48K	Jun 30, 26	+30.48K	0.16%
FLAGSHIP HARBOR ADVISORS, LLC	19.09K	Jun 30, 26	+19.09K	0.10%
MILESTONE ASSET MANAGEMENT, LLC	17.44K	Jun 30, 26	+17.44K	0.09%
SEAVIEW INVESTMENT MANAGERS LLC	17.34K	Jun 30, 26	--	0.09%
Spire Wealth Management	16.77K	Jun 30, 26	+16.57K	0.09%
Focus Financial Network, Inc.	15.65K	Jun 30, 26	+15.65K	0.08%
Brookstone Capital Management	13.85K	Jun 30, 26	+13.85K	0.07%
FIRST CITIZENS BANK & TRUST CO	13.45K	Jun 30, 26	+13.45K	0.07%
IAM Advisory, LLC	13.10K	Jun 30, 26	+13.10K	0.07%
National Wealth Management Group, LLC	13.04K	Jun 30, 26	+13.04K	0.07%
IFP Advisors, Inc	11.15K	Jun 30, 26	+5.51K	0.06%
OAK FAMILY ADVISORS, LLC	10.00K	Jun 30, 26	+10.00K	0.05%
RICHARDS, MERRILL & PETERSON, INC.	9.72K	Jun 30, 26	+9.72K	0.05%
Golden State Wealth Management, LLC	4.01K	Jun 30, 26	+4.01K	0.02%
CITY HOLDING CO	2.65K	Jun 30, 26	+2.65K	0.01%
Darwin Wealth Management, LLC	2.00K	Jun 30, 26	+2.00K	0.01%
AMERICAN NATIONAL BANK	1.88K	Jun 30, 26	+1.88K	0.01%
SJS Investment Consulting Inc.	1.61K	Jun 30, 26	+1.61K	0.01%
EVOLUTION WEALTH MANAGEMENT INC.	1.42K	Jun 30, 26	+1.42K	0.01%
Financial Management Professionals, Inc.	500	Jun 30, 26	--	0.00%
WEBSTER BANK, N. A.	500	Jun 30, 26	+500	0.00%
Aspect Partners, LLC	450	Jun 30, 26	--	0.00%
THOMPSON INVESTMENT MANAGEMENT, INC.	360	Jun 30, 26	--	0.00%
Roxbury Financial LLC	341	Jun 30, 26	--	0.00%
Manitou Investment Management Ltd.	275	Jun 30, 26	+275	0.00%
BIRCHBROOK, INC.	250	Jun 30, 26	+250	0.00%
Cedar Mountain Advisors, LLC	101	Jun 30, 26	+101	0.00%
Ulland Investment Advisors, LLC	100	Jun 30, 26	+100	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	100	Jun 30, 26	+100	0.00%
HIGHLINE WEALTH PARTNERS LLC	48	Jun 30, 26	+48	0.00%
Keystone Financial Group, Inc.	11	Jun 30, 26	--	0.00%
Bear Mountain Capital, Inc.	7	Jun 30, 26	+7	0.00%
SeaCrest Wealth Management, LLC	--	Jun 30, 26	-28.62K	--
Accel Wealth Management	--	Jun 30, 26	-12.28K	--
Scarborough Advisors, LLC	--	Jun 30, 26	-40	--
DRW Securities, LLC	825.03K	Mar 31, 26	+825.03K	4.28%
TWO SIGMA INVESTMENTS, LP	553.70K	Mar 31, 26	+553.70K	2.87%
RAYMOND JAMES FINANCIAL INC	479.63K	Mar 31, 26	-7.96K	2.49%
MORGAN STANLEY	476.61K	Mar 31, 26	+475.00K	2.47%
BALYASNY ASSET MANAGEMENT L.P.	448.66K	Mar 31, 26	+448.66K	2.33%
LPL Financial LLC	372.18K	Mar 31, 26	+211.97K	1.93%
NATIONAL BANK OF CANADA /FI/	369.50K	Mar 31, 26	+369.00K	1.92%
Wealth Quarterback LLC	363.92K	Mar 31, 26	+363.92K	1.89%
SAM Advisors, LLC	162.87K	Mar 31, 26	+162.87K	0.84%
Cetera Investment Advisers	128.87K	Mar 31, 26	+30.59K	0.67%
Cambridge Investment Research Advisors, Inc.	112.10K	Mar 31, 26	+90.78K	0.58%
COMMONWEALTH EQUITY SERVICES, LLC	102.39K	Mar 31, 26	+82.50K	0.53%
SCOTIA CAPITAL INC.	84.57K	Mar 31, 26	+84.57K	0.44%
AE Wealth Management LLC	69.03K	Mar 31, 26	+9.32K	0.36%
Mariner, LLC	65.35K	Mar 31, 26	+26.73K	0.34%
Waverly Advisors, LLC	64.85K	Mar 31, 26	+33.34K	0.34%
CreativeOne Wealth, LLC	64.64K	Mar 31, 26	+64.64K	0.34%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	59.48K	Mar 31, 26	-470.50K	0.31%
GTS SECURITIES LLC	58.01K	Mar 31, 26	-19.46M	0.30%
D.A. DAVIDSON & CO.	54.25K	Mar 31, 26	-22.33K	0.28%
STIFEL FINANCIAL CORP	52.46K	Mar 31, 26	-47.63K	0.27%
TRUIST FINANCIAL CORP	46.72K	Mar 31, 26	+1.62K	0.24%
AssuredPartners Investment Advisors, LLC	46.41K	Mar 31, 26	-3.10K	0.24%
Pentwater Capital Management LP	46.00K	Mar 31, 26	+46.00K	0.24%
SHARPEPOINT LLC	38.75K	Mar 31, 26	+25.20K	0.20%
Total Clarity Wealth Management, Inc.	38.30K	Mar 31, 26	+38.30K	0.20%
IMC-Chicago, LLC	36.80K	Mar 31, 26	+1.86K	0.19%
JT Stratford LLC	35.62K	Mar 31, 26	+3.38K	0.18%
Carter Financial Group, INC.	33.22K	Mar 31, 26	-1.24K	0.17%
SIMPLEX TRADING, LLC	30.37K	Mar 31, 26	+30.37K	0.16%
Summit Financial, LLC	28.78K	Mar 31, 26	+10.68K	0.15%
NewEdge Advisors, LLC	25.36K	Mar 31, 26	-8.89K	0.13%
Schonfeld Strategic Advisors LLC	25.23K	Mar 31, 26	+25.23K	0.13%
OPPENHEIMER & CO INC	24.00K	Mar 31, 26	-36.78K	0.12%
Onyx Bridge Wealth Group LLC	22.62K	Mar 31, 26	+6.41K	0.12%
Capital Planning Advisors, LLC	20.16K	Mar 31, 26	+20.16K	0.10%
Trexquant Investment LP	19.63K	Mar 31, 26	+19.63K	0.10%
Fox Hill Wealth Management	19.22K	Mar 31, 26	+127	0.10%
VectorGlobal IAG, Inc.	17.34K	Mar 31, 26	+17.34K	0.09%
FLOW TRADERS U.S. LLC	16.29K	Mar 31, 26	+16.29K	0.08%
Independent Advisor Alliance	14.96K	Mar 31, 26	+14.96K	0.08%
Essex Financial Services, Inc.	14.36K	Mar 31, 26	+2.97K	0.07%
Creative Planning	14.32K	Mar 31, 26	+14.32K	0.07%
JTC Employer Solutions Trustee Ltd	14.19K	Mar 31, 26	--	0.07%
MERCER GLOBAL ADVISORS INC /ADV	14.00K	Mar 31, 26	+14.00K	0.07%
CITADEL ADVISORS LLC	13.62K	Mar 31, 26	+13.62K	0.07%
Pensionmark Financial Group, LLC	13.07K	Mar 31, 26	-5.57K	0.07%
GROUP ONE TRADING, L.P.	12.59K	Mar 31, 26	+9.86K	0.07%
Chicago Partners Investment Group LLC	12.11K	Mar 31, 26	+12.11K	0.06%
MILLENNIUM MANAGEMENT LLC	11.76K	Mar 31, 26	+11.76K	0.06%
Advisory Services Network, LLC	11.29K	Mar 31, 26	+1.04K	0.06%
Kestra Advisory Services, LLC	10.30K	Mar 31, 26	+5.45K	0.05%
Janney Montgomery Scott LLC	10.28K	Mar 31, 26	+10.28K	0.05%
Pasadena Private Wealth, LLC	10.24K	Mar 31, 26	+10.24K	0.05%
OneAscent Financial Services LLC	10.10K	Mar 31, 26	+10.10K	0.05%
Ocean Capital Management, LLC	10.07K	Mar 31, 26	+10.07K	0.05%
Alpine Bank Wealth Management	10.00K	Mar 31, 26	--	0.05%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7.80K	Mar 31, 26	+1.50K	0.04%
CWM, LLC	7.10K	Mar 31, 26	+3.42K	0.04%
Federation des caisses Desjardins du Quebec	6.71K	Mar 31, 26	--	0.03%
Steward Partners Investment Advisory, LLC	5.49K	Mar 31, 26	+2.43K	0.03%
FMR LLC	5.28K	Mar 31, 26	+55	0.03%
Plante Moran Financial Advisors, LLC	4.33K	Mar 31, 26	+4.33K	0.02%
Western Pacific Wealth Management, LP	3.22K	Mar 31, 26	--	0.02%
UBS Group AG	2.62K	Mar 31, 26	+2.57K	0.01%
HARBOUR INVESTMENTS, INC.	2.18K	Mar 31, 26	--	0.01%
Allworth Financial LP	2.00K	Mar 31, 26	--	0.01%
American Capital Advisory, LLC	2.00K	Mar 31, 26	--	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.80K	Mar 31, 26	--	0.01%
MAI Capital Management	1.57K	Mar 31, 26	+515	0.01%
Atlantic Union Bankshares Corp	1.53K	Mar 31, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	1.50K	Mar 31, 26	+475	0.01%
ADVISOR GROUP HOLDINGS, INC.	1.25K	Mar 31, 26	+100	0.01%
SIGNATUREFD, LLC	828	Mar 31, 26	+250	0.00%
Glassman Wealth Services	750	Mar 31, 26	+750	0.00%
Parallel Advisors, LLC	724	Mar 31, 26	--	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	535	Mar 31, 26	+285	0.00%
N.E.W. Advisory Services LLC	517	Mar 31, 26	+256	0.00%
SWAN Capital LLC	500	Mar 31, 26	+500	0.00%
GABLES CAPITAL MANAGEMENT INC.	500	Mar 31, 26	--	0.00%
TD Waterhouse Canada Inc.	425	Mar 31, 26	+425	0.00%
Bogart Wealth, LLC	275	Mar 31, 26	+275	0.00%
Strategic Wealth Partners, Ltd.	264	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	231	Mar 31, 26	+131	0.00%
WELLS FARGO & COMPANY/MN	101	Mar 31, 26	--	0.00%
Fourth Dimension Wealth, LLC	100	Mar 31, 26	+100	0.00%
Financial Avengers, Inc.	80	Mar 31, 26	+80	0.00%
MATHER GROUP, LLC.	40	Mar 31, 26	+40	0.00%
FINANCIAL CONSULATE, INC	23	Mar 31, 26	--	0.00%
Keystone Financial Group, Inc.	11	Mar 31, 26	--	0.00%
Golden State Equity Partners	10	Mar 31, 26	+10	0.00%
CBIZ Investment Advisory Services, LLC	10	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	5	Mar 31, 26	+5	0.00%
BNP PARIBAS ARBITRAGE, SNC	5	Mar 31, 26	+5	0.00%
Csenge Advisory Group	--	Mar 31, 26	-12.89K	--
Tempus Wealth Planning, LLC	--	Mar 31, 26	-30.00K	--
Belvedere Trading LLC	--	Mar 31, 26	-10.66K	--
Jain Global LLC	--	Mar 31, 26	-2.00M	--
HighPoint Advisor Group LLC	--	Mar 31, 26	-18.92K	--
BANK OF AMERICA CORP /DE/	--	Mar 31, 26	-18.03M	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-659.95K	--
BECK CAPITAL MANAGEMENT, LLC	--	Mar 31, 26	-9.98K	--
ROYAL BANK OF CANADA	--	Mar 31, 26	-632	--
Elequin Securities, LLC	--	Mar 31, 26	-250.00K	--
BlackRock, Inc.	--	Mar 31, 26	-791	--
TUCKER ASSET MANAGEMENT LLC	3.21K	Dec 31, 25	+3.21K	0.02%
Ransom Advisory, Ltd	1.50K	Dec 31, 25	+1.50K	0.01%
Fortress Wealth Management, Inc.	230.51K	Sep 30, 25	-10.32K	1.20%
Lindbrook Capital, LLC	3.00K	Mar 31, 25	+3.00K	0.02%
Sandy Spring Bank	1.53K	Mar 31, 25	+1.53K	0.01%
CAROLINAS WEALTH CONSULTING LLC	125	Mar 31, 25	+125	0.00%

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Holder

Date

Change

% Held

Farther Finance Advisors, LLC

261.49K

Jun 30, 26

+56.84K

1.36%

FIFTH THIRD SECURITIES, INC.

142.57K

Jun 30, 26

+142.57K

0.74%

INDEPENDENT FINANCIAL GROUP, LLC

119.08K

Jun 30, 26

+119.08K

0.62%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

92.53K

Jun 30, 26

+82.40K

0.48%

Wealthcare Advisory Partners LLC

50.37K

Jun 30, 26

+8.30K

0.26%

Merit Financial Group, LLC

40.70K

Jun 30, 26

+22.87K

0.21%

TOTH FINANCIAL ADVISORY CORP

39.50K

Jun 30, 26

+39.50K

0.20%

Trilogy Capital Inc.

37.62K

Jun 30, 26

+37.62K

0.20%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

30.48K

Jun 30, 26

+30.48K

0.16%

FLAGSHIP HARBOR ADVISORS, LLC

19.09K

Jun 30, 26

+19.09K

0.10%

MILESTONE ASSET MANAGEMENT, LLC

17.44K

Jun 30, 26

+17.44K

0.09%

SEAVIEW INVESTMENT MANAGERS LLC

17.34K

Jun 30, 26

0.09%

Spire Wealth Management

16.77K

Jun 30, 26

+16.57K

0.09%

Focus Financial Network, Inc.

15.65K

Jun 30, 26

+15.65K

0.08%

Brookstone Capital Management

13.85K

Jun 30, 26

+13.85K

0.07%

FIRST CITIZENS BANK & TRUST CO

13.45K

Jun 30, 26

+13.45K

0.07%

IAM Advisory, LLC

13.10K

Jun 30, 26

+13.10K

0.07%

National Wealth Management Group, LLC

13.04K

Jun 30, 26

+13.04K

0.07%

IFP Advisors, Inc

11.15K

Jun 30, 26

+5.51K

0.06%

OAK FAMILY ADVISORS, LLC

10.00K

Jun 30, 26

+10.00K

0.05%

RICHARDS, MERRILL & PETERSON, INC.

9.72K

Jun 30, 26

+9.72K

0.05%

Golden State Wealth Management, LLC

4.01K

Jun 30, 26

+4.01K

0.02%

CITY HOLDING CO

2.65K

Jun 30, 26

+2.65K

0.01%

Darwin Wealth Management, LLC

2.00K

Jun 30, 26

+2.00K

0.01%

AMERICAN NATIONAL BANK

1.88K

Jun 30, 26

+1.88K

0.01%

SJS Investment Consulting Inc.

1.61K

Jun 30, 26

+1.61K

0.01%

EVOLUTION WEALTH MANAGEMENT INC.

1.42K

Jun 30, 26

+1.42K

0.01%

Financial Management Professionals, Inc.

500

Jun 30, 26

0.00%

WEBSTER BANK, N. A.

500

Jun 30, 26

+500

0.00%

Aspect Partners, LLC

450

Jun 30, 26

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

360

Jun 30, 26

0.00%

Roxbury Financial LLC

341

Jun 30, 26

0.00%

Manitou Investment Management Ltd.

275

Jun 30, 26

+275

0.00%

BIRCHBROOK, INC.

250

Jun 30, 26

+250

0.00%

Cedar Mountain Advisors, LLC

101

Jun 30, 26

+101

0.00%

Ulland Investment Advisors, LLC

100

Jun 30, 26

+100

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

100

Jun 30, 26

+100

0.00%

HIGHLINE WEALTH PARTNERS LLC

Jun 30, 26

+48

0.00%

Keystone Financial Group, Inc.

Jun 30, 26

0.00%

Bear Mountain Capital, Inc.

Jun 30, 26

0.00%

SeaCrest Wealth Management, LLC

Jun 30, 26

-28.62K

Accel Wealth Management

Jun 30, 26

-12.28K

Scarborough Advisors, LLC

Jun 30, 26

-40

DRW Securities, LLC

825.03K

Mar 31, 26

+825.03K

4.28%

TWO SIGMA INVESTMENTS, LP

553.70K

Mar 31, 26

+553.70K

2.87%

RAYMOND JAMES FINANCIAL INC

479.63K

Mar 31, 26

-7.96K

2.49%

MORGAN STANLEY

476.61K

Mar 31, 26

+475.00K

2.47%

BALYASNY ASSET MANAGEMENT L.P.

448.66K

Mar 31, 26

+448.66K

2.33%

LPL Financial LLC

372.18K

Mar 31, 26

+211.97K

1.93%

NATIONAL BANK OF CANADA /FI/

369.50K

Mar 31, 26

+369.00K

1.92%

Wealth Quarterback LLC

363.92K

Mar 31, 26

+363.92K

1.89%

SAM Advisors, LLC

162.87K

Mar 31, 26

+162.87K

0.84%

Cetera Investment Advisers

128.87K

Mar 31, 26

+30.59K

0.67%

Cambridge Investment Research Advisors, Inc.

112.10K

Mar 31, 26

+90.78K

0.58%

COMMONWEALTH EQUITY SERVICES, LLC

102.39K

Mar 31, 26

+82.50K

0.53%

SCOTIA CAPITAL INC.

84.57K

Mar 31, 26

+84.57K

0.44%

AE Wealth Management LLC

69.03K

Mar 31, 26

+9.32K

0.36%

Mariner, LLC

65.35K

Mar 31, 26

+26.73K

0.34%

Waverly Advisors, LLC

64.85K

Mar 31, 26

+33.34K

0.34%

CreativeOne Wealth, LLC

64.64K

Mar 31, 26

+64.64K

0.34%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

59.48K

Mar 31, 26

-470.50K

0.31%

GTS SECURITIES LLC

58.01K

Mar 31, 26

-19.46M

0.30%

D.A. DAVIDSON & CO.

54.25K

Mar 31, 26

-22.33K

0.28%

STIFEL FINANCIAL CORP

52.46K

Mar 31, 26

-47.63K

0.27%

TRUIST FINANCIAL CORP

46.72K

Mar 31, 26

+1.62K

0.24%

AssuredPartners Investment Advisors, LLC

46.41K

Mar 31, 26

-3.10K

0.24%

Pentwater Capital Management LP

46.00K

Mar 31, 26

+46.00K

0.24%

SHARPEPOINT LLC

38.75K

Mar 31, 26

+25.20K

0.20%

Total Clarity Wealth Management, Inc.

38.30K

Mar 31, 26

+38.30K

0.20%

IMC-Chicago, LLC

36.80K

Mar 31, 26

+1.86K

0.19%

JT Stratford LLC

35.62K

Mar 31, 26

+3.38K

0.18%

Carter Financial Group, INC.

33.22K

Mar 31, 26

-1.24K

0.17%

SIMPLEX TRADING, LLC

30.37K

Mar 31, 26

+30.37K

0.16%

Summit Financial, LLC

28.78K

Mar 31, 26

+10.68K

0.15%

NewEdge Advisors, LLC

25.36K

Mar 31, 26

-8.89K

0.13%

Schonfeld Strategic Advisors LLC

25.23K

Mar 31, 26

+25.23K

0.13%

OPPENHEIMER & CO INC

24.00K

Mar 31, 26

-36.78K

0.12%

Onyx Bridge Wealth Group LLC

22.62K

Mar 31, 26

+6.41K

0.12%

Capital Planning Advisors, LLC

20.16K

Mar 31, 26

+20.16K

0.10%

Trexquant Investment LP

19.63K

Mar 31, 26

+19.63K

0.10%

Fox Hill Wealth Management

19.22K

Mar 31, 26

+127

0.10%

VectorGlobal IAG, Inc.

17.34K

Mar 31, 26

+17.34K

0.09%

FLOW TRADERS U.S. LLC

16.29K

Mar 31, 26

+16.29K

0.08%

Independent Advisor Alliance

14.96K

Mar 31, 26

+14.96K

0.08%

Essex Financial Services, Inc.

14.36K

Mar 31, 26

+2.97K

0.07%

Creative Planning

14.32K

Mar 31, 26

+14.32K

0.07%

JTC Employer Solutions Trustee Ltd

14.19K

Mar 31, 26

0.07%

MERCER GLOBAL ADVISORS INC /ADV

14.00K

Mar 31, 26

+14.00K

0.07%

CITADEL ADVISORS LLC

13.62K

Mar 31, 26

+13.62K

0.07%

Pensionmark Financial Group, LLC

13.07K

Mar 31, 26

-5.57K

0.07%

GROUP ONE TRADING, L.P.

12.59K

Mar 31, 26

+9.86K

0.07%

Chicago Partners Investment Group LLC

12.11K

Mar 31, 26

+12.11K

0.06%

MILLENNIUM MANAGEMENT LLC

11.76K

Mar 31, 26

+11.76K

0.06%

Advisory Services Network, LLC

11.29K

Mar 31, 26

+1.04K

0.06%

Kestra Advisory Services, LLC

10.30K

Mar 31, 26

+5.45K

0.05%

Janney Montgomery Scott LLC

10.28K

Mar 31, 26

+10.28K

0.05%

Pasadena Private Wealth, LLC

10.24K

Mar 31, 26

+10.24K

0.05%

OneAscent Financial Services LLC

10.10K

Mar 31, 26

+10.10K

0.05%

Ocean Capital Management, LLC

10.07K

Mar 31, 26

+10.07K

0.05%

Alpine Bank Wealth Management

10.00K

Mar 31, 26

0.05%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

7.80K

Mar 31, 26

+1.50K

0.04%

CWM, LLC

7.10K

Mar 31, 26

+3.42K

0.04%

Federation des caisses Desjardins du Quebec

6.71K

Mar 31, 26

0.03%

Steward Partners Investment Advisory, LLC

5.49K

Mar 31, 26

+2.43K

0.03%

FMR LLC

5.28K

Mar 31, 26

+55

0.03%

Plante Moran Financial Advisors, LLC

4.33K

Mar 31, 26

+4.33K

0.02%

Western Pacific Wealth Management, LP

3.22K

Mar 31, 26

0.02%

UBS Group AG

2.62K

Mar 31, 26

+2.57K

0.01%

HARBOUR INVESTMENTS, INC.

2.18K

Mar 31, 26

0.01%

Allworth Financial LP

2.00K

Mar 31, 26

0.01%

American Capital Advisory, LLC

2.00K

Mar 31, 26

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.80K

Mar 31, 26

0.01%

MAI Capital Management

1.57K

Mar 31, 26

+515

0.01%

Atlantic Union Bankshares Corp

1.53K

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

1.50K

Mar 31, 26

+475

0.01%

ADVISOR GROUP HOLDINGS, INC.

1.25K

Mar 31, 26

+100

0.01%

SIGNATUREFD, LLC

828

Mar 31, 26

+250

0.00%

Glassman Wealth Services

750

Mar 31, 26

+750

0.00%

Parallel Advisors, LLC

724

Mar 31, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

535

Mar 31, 26

+285

0.00%

N.E.W. Advisory Services LLC

517

Mar 31, 26

+256

0.00%

SWAN Capital LLC

500

Mar 31, 26

+500

0.00%

GABLES CAPITAL MANAGEMENT INC.

500

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

425

Mar 31, 26

+425

0.00%

Bogart Wealth, LLC

275

Mar 31, 26

+275

0.00%

Strategic Wealth Partners, Ltd.

264

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

231

Mar 31, 26

+131

0.00%

WELLS FARGO & COMPANY/MN

101

Mar 31, 26

0.00%

Fourth Dimension Wealth, LLC

100

Mar 31, 26

+100

0.00%

Financial Avengers, Inc.

Mar 31, 26

+80

0.00%

MATHER GROUP, LLC.

Mar 31, 26

+40

0.00%

FINANCIAL CONSULATE, INC

Mar 31, 26

0.00%

Keystone Financial Group, Inc.

Mar 31, 26

0.00%

Golden State Equity Partners

Mar 31, 26

+10

0.00%

CBIZ Investment Advisory Services, LLC

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

0.00%

Csenge Advisory Group

Mar 31, 26

-12.89K

Tempus Wealth Planning, LLC

Mar 31, 26

-30.00K

Belvedere Trading LLC

Mar 31, 26

-10.66K

Jain Global LLC

Mar 31, 26

-2.00M

HighPoint Advisor Group LLC

Mar 31, 26

-18.92K

BANK OF AMERICA CORP /DE/

Mar 31, 26

-18.03M

JANE STREET GROUP, LLC

Mar 31, 26

-659.95K

BECK CAPITAL MANAGEMENT, LLC

Mar 31, 26

-9.98K

ROYAL BANK OF CANADA

Mar 31, 26

-632

Elequin Securities, LLC

Mar 31, 26

-250.00K

BlackRock, Inc.

Mar 31, 26

-791

TUCKER ASSET MANAGEMENT LLC

3.21K

Dec 31, 25

+3.21K

0.02%

Ransom Advisory, Ltd

1.50K

Dec 31, 25

+1.50K

0.01%

Fortress Wealth Management, Inc.

230.51K

Sep 30, 25

-10.32K

1.20%

Lindbrook Capital, LLC

3.00K

Mar 31, 25

+3.00K

0.02%

Sandy Spring Bank

1.53K

Mar 31, 25

+1.53K

0.01%

CAROLINAS WEALTH CONSULTING LLC

125

Mar 31, 25

+125

0.00%