Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 46434VAX8

ISHARES TR

315 institutions · $1.23B total · 51,569,022 shares

#ManagerSharesValue% of TotalPeriod
1BANK OF AMERICA CORP /DE/2,635,696$66.8M5.11%2023-12-31
2MORGAN STANLEY2,482,881$63.0M4.81%2023-12-31
3NewEdge Advisors, LLC2,027,863$51.4M3.93%2023-12-31
4LPL Financial LLC1,637,013$41.5M3.17%2023-12-31
5US BANCORP \DE\1,435,636$36.4M2.78%2023-12-31
6WELLS FARGO & COMPANY/MN1,411,300$35.8M2.73%2023-12-31
7HighTower Advisors, LLC1,330,146$33.8M2.57%2023-12-31
8SUMMITRY LLC1,225,919$31.1M2.37%2023-12-31
9UBS Group AG1,207,929$30.6M2.34%2023-12-31
10Raymond James Financial Services Advisors, Inc.1,110,212$28.2M2.15%2023-12-31
11Glenview Trust Co1,068,132$27.1M2.07%2023-12-31
12Mariner, LLC1,012,809$25.7M1.96%2023-12-31
13Strategic Blueprint, LLC893,123$22.6M1.73%2023-12-31
14SIGMA INVESTMENT COUNSELORS INC871,042$22.1M1.68%2023-12-31
15CAPTRUST FINANCIAL ADVISORS777,366$19.7M1.50%2023-12-31
16Royal Bank of Canada725,178$18.4M1.40%2023-12-31
17InterOcean Capital Group, LLC697,793$17.7M1.35%2023-12-31
18CORDA Investment Management, LLC.690,882$17.5M1.33%2023-09-30
19RAYMOND JAMES & ASSOCIATES678,018$17.2M1.31%2023-12-31
20AMERIPRISE FINANCIAL INC609,762$15.5M1.18%2023-12-31
21American Planning Services, Inc.608,756$15.4M1.18%2023-12-31
22RVW Wealth, LLC595,738$15.1M1.15%2023-12-31
23Sound View Wealth Advisors Group, LLC543,994$13.8M1.05%2023-12-31
24NovaPoint Capital, LLC530,905$13.4M1.02%2023-09-30
25Summit Asset Management, LLC526,777$13.4M1.02%2023-12-31
26TRUIST FINANCIAL CORP525,876$13.3M1.01%2023-12-31
27JANE STREET GROUP, LLC523,660$13.3M1.01%2023-12-31
28Paradigm, Strategies in Wealth Management, LLC498,577$12.6M0.96%2023-12-31
29Windsor Capital Management, LLC488,053$12.4M0.94%2023-12-31
30Ruggaard & Associates LLC474,954$12.0M0.92%2023-12-31
31INSTRUMENTAL WEALTH, LLC447,156$11.3M0.86%2023-12-31
32Baltimore-Washington Financial Advisors, Inc.446,079$11.3M0.86%2023-12-31
33MCF Advisors LLC444,234$11.3M0.86%2023-12-31
34Exchange Capital Management, Inc.436,148$11.1M0.84%2023-12-31
35Keeler THomas Management LLC432,838$11.0M0.83%2023-12-31
36ARROW FINANCIAL CORP391,088$9.9M0.75%2023-12-31
37EP Wealth Advisors, LLC377,188$9.6M0.73%2023-12-31
38Stratos Wealth Partners, LTD.375,090$9.5M0.72%2023-12-31
39CENTRAL TRUST Co368,228$9.3M0.71%2023-12-31
40Creative Planning355,280$9.0M0.68%2023-12-31
41NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO354,998$9.0M0.68%2023-12-31
42Motley Fool Wealth Management, LLC351,338$8.9M0.68%2023-12-31
43Capital Investment Advisors, LLC334,159$8.5M0.64%2023-12-31
44Strid Group, LLC326,765$8.3M0.63%2023-12-31
45TLWM320,555$8.1M0.62%2023-12-31
46Beacon Pointe Advisors, LLC296,717$7.5M0.57%2023-12-31
47Journey Advisory Group, LLC295,054$7.5M0.57%2023-12-31
48CLIFTONLARSONALLEN WEALTH ADVISORS, LLC288,129$7.3M0.55%2023-12-31
49Global Retirement Partners, LLC287,195$7.3M0.55%2023-12-31
50Atria Wealth Solutions, Inc.280,090$7.1M0.54%2023-12-31
51FULTON BREAKEFIELD BROENNIMAN LLC260,403$6.6M0.50%2023-12-31
52LEO BROKERAGE, LLC253,483$6.4M0.49%2023-09-30
53Reliant Wealth Planning250,626$6.4M0.48%2023-12-31
54HAMEL ASSOCIATES, INC.249,213$6.3M0.48%2023-12-31
55ARCADIA INVESTMENT ADVISORS LLC236,912$6.2M0.45%2024-12-31
56Private Advisor Group, LLC238,955$6.1M0.46%2023-12-31
57AE Wealth Management LLC236,765$6.0M0.45%2023-12-31
58WEALTHSOURCE PARTNERS, LLC233,740$5.9M0.45%2023-12-31
59PFG Private Wealth Management, LLC233,076$5.9M0.45%2023-12-31
60ENVESTNET ASSET MANAGEMENT INC230,230$5.8M0.44%2023-12-31
61Madden Advisory Services, Inc.222,050$5.6M0.43%2023-12-31
62Baird Financial Group, Inc.220,142$5.6M0.42%2023-12-31
63Kestra Advisory Services, LLC211,170$5.4M0.40%2023-12-31
64MinichMacGregor Wealth Management, LLC204,995$5.2M0.39%2023-12-31
65Savant Capital, LLC204,282$5.2M0.39%2023-12-31
66Lido Advisors, LLC201,526$5.1M0.39%2023-12-31
67Signature Wealth Management Group197,087$5.0M0.38%2023-09-30
68Stratos Wealth Advisors, LLC195,809$5.0M0.37%2023-12-31
69Bank of New York Mellon Corp179,198$4.5M0.34%2023-12-31
70Hilltop Holdings Inc.164,737$4.2M0.31%2023-12-31
71Heck Capital Advisors, LLC161,174$4.0M0.31%2025-03-31
72Praetorian Wealth Management, Inc.146,227$3.7M0.28%2023-12-31
73ADVISOR GROUP HOLDINGS, INC.146,117$3.7M0.28%2023-12-31
74Allworth Financial LP143,544$3.6M0.27%2023-12-31
75Kesler, Norman & Wride, LLC143,177$3.6M0.27%2023-12-31
76VIRGINIA WEALTH MANAGEMENT GROUP, INC.134,630$3.4M0.26%2023-12-31
77LYELL WEALTH MANAGEMENT, LP127,324$3.2M0.24%2023-12-31
78UNITED CAPITAL FINANCIAL ADVISERS, LLC115,828$2.9M0.22%2023-12-31
79ABSOLUTE CAPITAL MANAGEMENT, LLC115,800$2.9M0.22%2023-12-31
80HOWLAND CAPITAL MANAGEMENT LLC115,014$2.9M0.22%2023-12-31
81Archford Capital Strategies, LLC114,294$2.9M0.22%2023-12-31
82HARBOUR INVESTMENTS, INC.110,569$2.8M0.21%2023-12-31
83Laurel Wealth Advisors LLC108,912$2.8M0.21%2023-12-31
84IFP Advisors, Inc104,183$2.6M0.20%2023-12-31
85Atria Investments, Inc103,322$2.6M0.20%2023-12-31
86WRAPMANAGER INC101,118$2.6M0.19%2023-12-31
87Northstar Group, Inc.96,740$2.5M0.18%2023-12-31
88Waterford Advisors, LLC96,603$2.4M0.18%2023-12-31
89Princeton Global Asset Management LLC95,710$2.4M0.18%2023-12-31
90Krilogy Financial LLC93,919$2.4M0.18%2023-12-31
91Sandy Spring Bank92,294$2.3M0.17%2023-12-31
92SUSQUEHANNA INTERNATIONAL GROUP, LLP90,110$2.3M0.17%2023-12-31
93Murphy, Middleton, Hinkle & Parker, Inc.85,933$2.2M0.16%2023-12-31
94Simplify Asset Management Inc.83,187$2.1M0.16%2023-12-31
95Associated Banc-Corp80,780$2.0M0.15%2023-12-31
96STIFEL FINANCIAL CORP79,815$2.0M0.15%2023-12-31
97Integrated Wealth Concepts LLC78,627$2.0M0.15%2023-12-31
98FinTrust Capital Advisors, LLC77,745$2.0M0.15%2023-12-31
99WEALTH ENHANCEMENT ADVISORY SERVICES, LLC77,163$2.0M0.14%2023-12-31
100Venture Visionary Partners LLC73,673$1.9M0.14%2023-12-31
101D.A. DAVIDSON & CO.73,470$1.9M0.14%2023-12-31
102Klaas Financial Asset Advisors, LLC73,368$1.9M0.14%2023-12-31
103CARY STREET PARTNERS INVESTMENT ADVISORY LLC70,223$1.8M0.13%2023-12-31
104CARY STREET PARTNERS ASSET MANAGEMENT LLC70,223$1.8M0.13%2023-12-31
105REGIONS FINANCIAL CORP63,393$1.6M0.12%2023-12-31
106Werba Rubin Papier Wealth Management60,319$1.5M0.11%2023-12-31
107COLDSTREAM CAPITAL MANAGEMENT INC58,904$1.5M0.11%2023-12-31
108Financial Futures Ltd Liability Co.57,606$1.5M0.11%2023-12-31
109Cetera Advisors LLC55,708$1.4M0.10%2023-12-31
110Sigma Planning Corp55,668$1.4M0.10%2023-12-31
111HARBOR INVESTMENT ADVISORY, LLC54,178$1.4M0.10%2023-12-31
112VANCE WEALTH, INC.53,006$1.3M0.10%2023-12-31
113Valmark Advisers, Inc.52,227$1.3M0.10%2023-12-31
114DEUTSCHE BANK AG\51,557$1.3M0.09%2023-12-31
115Mission Creek Capital Partners, Inc.51,205$1.3M0.09%2023-12-31
116AMG National Trust Bank48,584$1.2M0.09%2023-12-31
117HALLMARK CAPITAL MANAGEMENT INC47,470$1.2M0.09%2023-12-31
118SAX WEALTH ADVISORS, LLC46,860$1.2M0.09%2023-12-31
119Conrad Siegel Investment Advisors, Inc.45,388$1.2M0.08%2023-12-31
120American Money Management, LLC44,678$1.1M0.08%2023-12-31
121PHILLIPS FINANCIAL MANAGEMENT, LLC44,398$1.1M0.08%2023-12-31
122Mill Creek Capital Advisors, LLC44,344$1.1M0.08%2023-12-31
123McGlone Suttner Wealth Management, Inc.43,942$1.1M0.08%2023-12-31
124RITHOLTZ WEALTH MANAGEMENT41,945$1.1M0.08%2023-12-31
125PSI Advisors, LLC41,924$1.1M0.08%2023-12-31
126Element Wealth, LLC41,923$1.1M0.08%2023-12-31
127CITADEL ADVISORS LLC41,505$1.1M0.08%2023-12-31
128J. L. Bainbridge & Co., Inc.41,013$1.0M0.07%2023-12-31
129Robertson Stephens Wealth Management, LLC40,896$1.0M0.07%2023-12-31
130L.M. KOHN & COMPANY38,778$983.4K0.07%2023-12-31
131LINCOLN NATIONAL CORP37,454$949.8K0.07%2023-12-31
132Redwood Financial Network Corp37,446$949.6K0.07%2023-12-31
133CGN Advisors LLC37,283$945.5K0.07%2023-12-31
134BLUE SQUARE ASSET MANAGEMENT, LLC37,271$945.2K0.07%2023-12-31
135Wealthspire Advisors, LLC37,226$944.1K0.07%2023-12-31
136BARRETT & COMPANY, INC.36,177$917.5K0.07%2023-12-31
137Newman Dignan & Sheerar, Inc.35,821$908.4K0.06%2023-12-31
138KESTRA PRIVATE WEALTH SERVICES, LLC35,545$901.4K0.06%2023-12-31
139Prime Capital Investment Advisors, LLC34,708$880.2K0.06%2023-12-31
140CONSILIO WEALTH ADVISORS, LLC34,223$864.8K0.06%2023-12-31
141Chesley Taft & Associates LLC34,050$863.5K0.06%2023-12-31
142Farmers National Bank34,125$863.0K0.06%2024-06-30
143Key Bridge Compliance, LLC33,796$857.1K0.06%2023-12-31
144KCS Wealth Advisory33,452$848.3K0.06%2023-12-31
145Foundation Wealth Management, LLC33,217$842.4K0.06%2023-12-31
146Fairhaven Wealth Management, LLC33,087$839.1K0.06%2023-12-31
147Stokes Family Office, LLC33,000$836.9K0.06%2023-12-31
148Horan Securities, Inc.32,993$836.7K0.06%2023-12-31
149SageView Advisory Group, LLC32,522$824.8K0.06%2023-12-31
150Endowment Wealth Management, Inc.32,244$817.7K0.06%2023-12-31
151Trust Co31,859$808.0K0.06%2023-12-31
152Bellecapital International Ltd.31,466$798.0K0.06%2023-12-31
153MONECO Advisors, LLC30,784$778.5K0.05%2024-03-31
154Cerity Partners LLC30,000$760.8K0.05%2023-12-31
155Belpointe Asset Management LLC29,902$758.3K0.05%2023-12-31
156TOMPKINS FINANCIAL CORP29,610$750.9K0.05%2023-12-31
157Alesco Advisors LLC29,610$750.9K0.05%2023-12-31
158Cherry Tree Wealth Management, LLC28,434$721.1K0.05%2023-12-31
159CI Private Wealth, LLC27,989$709.7K0.05%2023-12-31
160BLAIR WILLIAM & CO/IL27,855$706.4K0.05%2023-12-31
161Ashton Thomas Private Wealth, LLC27,682$700.1K0.05%2024-03-31
162Consolidated Portfolio Review Corp27,579$699.4K0.05%2023-12-31
163Guidance Point Advisors, LLC27,383$692.5K0.05%2023-12-31
164Granite Harbor Advisors, Inc.27,109$687.5K0.05%2023-12-31
165Carr Financial Group Corp25,713$650.3K0.04%2023-12-31
166Buffington Mohr McNeal25,525$647.3K0.04%2023-12-31
167MATTERN CAPITAL MANAGEMENT, LLC25,488$646.4K0.04%2023-12-31
168Masso Torrence Wealth Management Inc.25,155$637.9K0.04%2023-12-31
169Simplicity Solutions, LLC24,878$630.9K0.04%2023-12-31
170FIRST INTERSTATE BANK24,475$620.7K0.04%2023-12-31
1714J Wealth Management LLC22,785$577.8K0.04%2023-12-31
172Charter Oak Capital Management, LLC22,509$570.8K0.04%2023-12-31
173MEITAV DASH INVESTMENTS LTD22,299$564.1K0.04%2023-12-31
174Day & Ennis, LLC21,475$544.6K0.04%2023-12-31
175DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main21,511$543.6K0.04%2024-03-31
176Blue Barn Wealth, LLC21,415$543.1K0.04%2023-12-31
1774Thought Financial Group Inc.20,755$526.3K0.04%2023-12-31
178Pine Haven Investment Counsel, Inc20,650$523.7K0.04%2023-12-31
179Wells Financial Advisors INC20,635$523.3K0.04%2023-12-31
180MIDDLETON & CO INC/MA20,400$517.3K0.03%2023-12-31
181Equitable Holdings, Inc.19,870$503.9K0.03%2023-12-31
182DEARBORN PARTNERS LLC19,747$500.8K0.03%2023-12-31
183ETFIDEA, LLC19,444$493.1K0.03%2023-12-31
184Northwest Bancshares, Inc.19,369$491.2K0.03%2023-12-31
185Fortis Capital Management LLC18,626$472.4K0.03%2023-12-31
186Snowden Capital Advisors LLC18,491$468.9K0.03%2023-12-31
187ALTERNA WEALTH MANAGEMENT, INC18,466$468.3K0.03%2023-12-31
188Dorsey & Whitney Trust CO LLC18,000$456.5K0.03%2023-12-31
189United Community Bank17,634$447.2K0.03%2023-12-31
190AlphaCore Capital LLC17,375$440.6K0.03%2023-12-31
191Dakota Wealth Management17,280$438.2K0.03%2023-12-31
192COLTON GROOME FINANCIAL ADVISORS, LLC17,200$436.2K0.03%2023-12-31
193Balentine LLC17,038$432.1K0.03%2023-12-31
194Avantax Planning Partners, Inc.16,746$424.7K0.03%2023-12-31
195Curi Wealth Management, LLC16,145$409.4K0.03%2023-12-31
196AFT, FORSYTH & COMPANY, INC.15,600$395.6K0.03%2023-12-31
197Commonwealth Financial Services, LLC15,406$390.7K0.02%2023-12-31
198Sunbelt Securities, Inc.14,567$369.4K0.02%2023-12-31
199Norway Savings Bank14,475$367.1K0.02%2023-12-31
200Advisory Services Network, LLC14,371$364.4K0.02%2023-12-31
201SPINNAKER TRUST14,317$363.1K0.02%2023-12-31
202Safeguard Financial, LLC14,175$359.5K0.02%2023-12-31
203Keel Point, LLC14,114$357.9K0.02%2023-12-31
204AVANTAX ADVISORY SERVICES, INC.13,971$354.3K0.02%2023-12-31
205Atwater Malick LLC13,788$349.7K0.02%2023-12-31
206GOULD ASSET MANAGEMENT LLC /CA/13,745$348.6K0.02%2023-12-31
207Kathmere Capital Management, LLC13,260$336.3K0.02%2023-12-31
208Cetera Investment Advisers12,592$319.3K0.02%2023-12-31
209Summit Wealth Partners, LLC12,549$317.4K0.02%2024-09-30
210Sequoia Financial Advisors, LLC11,458$290.6K0.02%2023-12-31
211PATRIOT INVESTMENT MANAGEMENT GROUP, INC.11,355$288.0K0.02%2023-12-31
212Fundamentun, LLC11,344$287.7K0.02%2023-12-31
213Strategic Wealth Partners Group LLC11,288$286.3K0.02%2023-12-31
214Provenance Wealth Advisors, LLC11,083$281.1K0.02%2025-06-30
215HM PAYSON & CO10,950$277.7K0.02%2023-12-31
216ARCADIA INVESTMENT MANAGEMENT CORP/MI10,875$275.8K0.02%2023-12-31
217Cypress Wealth Services, LLC10,743$272.4K0.02%2023-12-31
218Buckingham Strategic Partners10,639$269.8K0.02%2023-12-31
219KPP Advisory Services LLC10,350$262.5K0.02%2023-12-31
220Cetera Advisor Networks LLC10,010$253.8K0.01%2023-12-31
221Pinnacle Bancorp, Inc.10,000$253.6K0.01%2023-12-31
222Nelson, Van Denburg & Campbell Wealth Management Group, LLC9,917$251.5K0.01%2023-12-31
223Choate Investment Advisors9,686$245.6K0.01%2023-12-31
224MKT Advisors LLC9,653$243.9K0.01%2023-12-31
225Laidlaw Wealth Management LLC9,550$242.2K0.01%2023-12-31
226Gilbert & Cook, Inc.9,301$235.9K0.01%2023-12-31
227Brookstone Capital Management9,219$233.7K0.01%2023-12-31
228FORVIS Wealth Advisors, LLC8,896$225.6K0.01%2023-12-31
229Merit Financial Group, LLC8,891$225.5K0.01%2023-12-31
230FirstPurpose Wealth LLC8,755$222.0K0.01%2023-12-31
231Bank of New Hampshire8,505$215.7K0.01%2023-12-31
232SELDON CAPITAL LP8,468$214.7K0.01%2023-12-31
233Kerntke Otto McGlone Wealth Management Group8,398$213.0K0.01%2023-12-31
234Parallel Advisors, LLC8,325$211.1K0.01%2024-03-31
235DELAP WEALTH ADVISORY, LLC8,262$209.5K0.01%2023-12-31
236Steward Partners Investment Advisory, LLC8,229$208.7K0.01%2023-12-31
237HB Wealth Management, LLC8,176$207.3K0.01%2023-12-31
238TWO SIGMA SECURITIES, LLC8,038$203.8K0.01%2023-12-31
239Empower Advisory Group, LLC7,960$201.9K0.01%2023-12-31
240Hills Bank & Trust Co7,916$200.8K0.01%2023-12-31
241Advisors Preferred, LLC7,710$194.8K0.01%2023-12-31
242OAK HARBOR WEALTH PARTNERS, LLC7,585$192.4K0.01%2023-12-31
243PRIVATE TRUST CO NA7,329$185.9K0.01%2023-12-31
244COMERICA BANK6,762$171.5K0.01%2023-12-31
245SALEM INVESTMENT COUNSELORS INC6,063$153.8K0.01%2023-12-31
246TRUST CO OF VIRGINIA /VA5,675$143.9K0.01%2023-12-31
247Horizons Wealth Management4,810$122.0K0.00%2023-12-31
248HHM Wealth Advisors, LLC3,570$90.5K0.00%2023-12-31
249ARMSTRONG ADVISORY GROUP, INC3,550$90.0K0.00%2023-12-31
250Farther Finance Advisors, LLC3,375$85.4K0.00%2024-03-31
251Addison Advisors LLC2,965$75.2K0.00%2023-12-31
252Knights of Columbus Asset Advisors LLC2,700$68.5K0.00%2023-12-31
253Mascoma Wealth Management LLC2,482$62.9K0.00%2023-12-31
254Bogart Wealth, LLC2,473$62.7K0.00%2023-12-31
255Front Row Advisors LLC2,455$62.3K0.00%2023-12-31
256BANK OF MONTREAL /CAN/2,175$54.8K0.00%2024-06-30
257TD Capital Management LLC2,154$54.6K0.00%2023-12-31
258BNP PARIBAS ARBITRAGE, SNC2,100$53.3K0.00%2023-12-31
259Bramshill Investments, LLC2,060$52.2K0.00%2023-12-31
260GODSEY & GIBB, INC1,880$47.7K0.00%2023-12-31
261Grove Bank & Trust1,869$47.4K0.00%2023-12-31
262MV CAPITAL MANAGEMENT, INC.1,743$44.2K0.00%2023-12-31
263Rockbridge Investment Management, LCC1,716$43.3K0.00%2024-03-31
264Geneos Wealth Management Inc.1,625$41.2K0.00%2023-12-31
265Independence Bank of Kentucky1,500$38.0K0.00%2023-12-31
266WR Wealth Planners, LLC1,400$35.5K0.00%2024-06-30
267WASHINGTON TRUST Co1,000$25.4K0.00%2023-12-31
268MOTCO890$22.6K0.00%2023-12-31
269Colonial Trust Co / SC800$20.3K0.00%2023-12-31
270ADIRONDACK TRUST CO706$17.9K0.00%2023-12-31
271HEADINVEST, LLC635$16.0K0.00%2023-12-31
272PNC Financial Services Group, Inc.470$11.9K0.00%2023-12-31
273COMMONWEALTH EQUITY SERVICES, LLC458,772$11.6K0.88%2023-12-31
274OPTIMUM INVESTMENT ADVISORS455$11.5K0.00%2023-12-31
275Bangor Savings Bank400$10.1K0.00%2023-12-31
276LEAVELL INVESTMENT MANAGEMENT, INC.393,714$10.0K0.76%2023-12-31
277RENAISSANCE TECHNOLOGIES LLC378,961$9.6K0.73%2023-12-31
278AMERICAN NATIONAL BANK311$7.9K0.00%2023-12-31
279Asset Dedication, LLC305,660$7.7K0.59%2023-12-31
280Financial Gravity Asset Management, Inc.290$7.4K0.00%2023-12-31
281CWM, LLC273,525$6.9K0.53%2023-12-31
282JPMORGAN CHASE & CO263$6.7K0.00%2023-12-31
283Houlihan Financial Resource Group, Ltd.245,032$6.2K0.47%2023-12-31
284MERCER GLOBAL ADVISORS INC /ADV241,731$6.1K0.46%2023-12-31
285CONCOURSE FINANCIAL GROUP SECURITIES, INC.216$5.5K0.00%2023-12-31
286HOLLENCREST CAPITAL MANAGEMENT196$5.0K0.00%2023-12-31
287Stephens Consulting, LLC189$4.8K0.00%2023-12-31
288Authentikos Wealth Advisory, LLC181$4.6K0.00%2023-12-31
289Peloton Wealth Strategists141,700$3.6K0.27%2023-12-31
290BlackRock Inc.133$3.4K0.00%2023-12-31
291Baystate Wealth Management LLC130$3.3K0.00%2023-12-31
292Bradley & Co. Private Wealth Management, LLC95$2.4K0.00%2023-12-31
293BENJAMIN F. EDWARDS & COMPANY, INC.76,840$1.9K0.14%2023-12-31
294Janney Montgomery Scott LLC59,835$1.5K0.11%2023-12-31
295Covington Investment Advisors Inc.57,460$1.5K0.11%2024-09-30
296Cambridge Investment Research Advisors, Inc.50,397$1.3K0.09%2023-12-31
297Thrivent Financial for Lutherans50,162$1.3K0.09%2023-12-31
298MML INVESTORS SERVICES, LLC39,221$9950.07%2023-12-31
299First Fiduciary Investment Counsel, Inc.39,118$9920.07%2023-12-31
300BENJAMIN EDWARDS INC34,249$8690.06%2023-12-31
301Eldridge Investment Advisors, Inc.33,984$8590.06%2023-12-31
302CFS Investment Advisory Services, LLC32,104$8140.06%2023-12-31
303THOROUGHBRED FINANCIAL SERVICES, LLC23,590$5980.04%2023-12-31
304Roble, Belko & Company, Inc23,222$5890.04%2023-12-31
305GeoWealth Management, LLC19,942$5060.03%2023-12-31
306PARK AVENUE SECURITIES LLC14,045$3560.02%2023-12-31
307FMR LLC13$3300.00%2023-12-31
308VALLEY NATIONAL ADVISERS INC5,476$1390.01%2023-12-31
309Bartlett & Co. LLC4,400$1120.00%2023-12-31
310Ronald Blue Trust, Inc.3,808$960.00%2023-12-31
311Tyler-Stone Wealth Management3,008$760.00%2023-12-31
312AlphaMark Advisors, LLC1,102$280.00%2023-12-31
313HUNTINGTON NATIONAL BANK1$250.00%2025-12-31
314Capital Analysts, LLC451$110.00%2023-12-31
315OGOREK ANTHONY JOSEPH /NY/ /ADV289$70.00%2024-03-31